Chinese semiconductor thread II

[tonyget]

The sales person at SiCarrier says that these equipment can cover 5-28nm

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[def333]

Whats makes them stand out over domestic peers?

Domestic competitors is Skyverse

semiconductor equipment TOP 3
NAURA、AMEC、Piotech

 

[PopularScience]

Don't want to be a doomer but is SiCarrier legit? Whats makes them stand out over domestic peers? There's a lot of startups that can claim to invent XXX. What does SiCarrier do that can turn this dream into reality?

Huawei is behind SiCarrier, and these tools are verifying in Huawei Fabs.

 

[latenlazy]

I am not going to comment on this one. I have nothing to say anymore except admiring the equipment.

This must be heaven for you haha

 

[henrik]

Sicarrier is Huawei , so it complete the product line for the worst scenario and you could not see any news before. And SZ gov put money into it split to a separate company. Many tools on this show has already in production line. For litho, just wait and see ...

Probably they were part of huawei. That is why the company is relative new, but the development has been going on for many years.

 

[tonyget]

Probably they were part of huawei. That is why the company is relative new, but the development has been going on for many years.

No it's not. Sicarrier is not owned by Huawei，Huawei is a minor shareholder of Sicarrier

 

[Sinofan]

I am more inclined to believe a company when they have actual mechanical parts on display rather than ppts and posters only.

Just look at its humongous plants in Shenzhen...

 

[Oldschool]

No it's not. Sicarrier is not owned by Huawei，Huawei is a minor shareholder of Sicarrier

Majority of staffs in Sicarrier are from Huawei.
Company only established in 2021 and already such vast array of equipments.
In the semicon 2025, half of audience gathered around Sicarrier.
It's DUV lithography didn't show up though in the show.

 

[pbd456]

Are there any new equipments that fill in the void in china? It is just competing with existing players?

 

[Hyper]

Are there any new equipments that fill in the void in china? It is just competing with existing players?

They complete with others. But who will they sell to? Other equipment makers have tested their equipment extensively on production lines.