AMEC's 5nm etching equipment has passed certification by major domestic memory chip manufacturers; its HBM- specific equipment has been delivered to SK Hynix's Wuxi plant. By 2025 , AMEC's 3nm etching machines will not only be adopted by TSMC but also secure orders from Samsung. More importantly, the localization rate of AMEC's etching equipment components has increased from less than 30% in the early stages to 80% , and is expected to achieve 100% self-sufficiency in the future. Since the beginning of this year , AMEC has obtained 149 new patent authorizations , an increase of 49% compared to the same period last year . Currently, after its rapid expansion, AMEC has invested in about 30 companies.
ACM Shanghai has established a platform-based semiconductor process equipment layout, with technological capabilities comparable to leading US companies. In the field of integrated circuit wet cleaning equipment, it has achieved comprehensive coverage of over 95% of cleaning processes, becoming the semiconductor equipment company with the most complete cleaning product line globally. More than 100 SAPS machines have been deployed on mass production lines of multiple clients, helping to improve product yield by 5%-10% . In the field of horizontal electroplating, ACM Shanghai is one of the world's three largest manufacturers of mass-produced electroplating equipment, the other two being from the United States. As of June this year, the cumulative shipment of front-end and back-end electroplating machines has reached 1,500 cavities, covering front-end, mid-end, back-end, and 3D processes. With advanced packaging shifting towards large-size panel-level technology, ACM Shanghai's electroplating equipment has innovatively overcome the challenges of the FOPLP process and won the US 3D InCites " Technology Enablement Award ".
Topwin Technology's PECVD equipment, as the company's core product, has achieved full coverage of PECVD dielectric thin film materials. Its 14nm SACVD equipment has successfully replaced Application Materials at SMIC, achieving a breakthrough for domestically produced material equipment from "having" to "excellent." The company's thin film equipment product matrix includes PECVD , ALD , SACVD , HDPCVD , and Flowable CVD series.
Yitang Semiconductor has established three core equipment product lines : etching, thin film deposition, and rapid thermal processing. It is an integrated circuit equipment company capable of mass-producing single-wafer rapid thermal processing equipment . In the dry etching field, it ranks among the top ten globally in market share. Its core technologies related to plasma sources and wafer surface treatment have also sparked a legal dispute with Applied Materials regarding the illegal acquisition and use of these technologies. Yitang has provided evidence demonstrating that it possesses leading original technological capabilities in this field and owns related trade secrets.
In terms of materials , Shanghai Silicon Industry's 300mm silicon wafers have reached nearly 40 % usage among leading domestic wafer manufacturers , with a yield rate exceeding 90% , and a matching rate of over 75% with Shanghai Microelectronics' lithography machines . Nanda Optoelectronics' photoresist has secured 40% of orders from top domestic production lines , and its capacity is expected to expand to 650,000 wafers / month by 2025 , meeting 22% of domestic demand.
There are countless domestic equipment and material suppliers to mention. For example, the global high-end wafer flatness measurement market, long dominated by American and Japanese manufacturers, has been broken by the first wafer flatness measurement equipment independently developed by Zhongke Feice . This equipment has already been officially shipped to HBM (High Bandwidth Memory) clients . In addition, JCET and Tongfu Microelectronics are also installing domestically produced high-speed flip chip placement machines in large quantities on their HBM packaging production lines . However, they are usually too low-key, doing more and saying less, leading the industry to mistakenly believe that domestic forces have little to show for themselves and have made no achievements, summarizing them all as "backward" domestic manufacturers. Data shows that the localization rate of equipment in China's top wafer fabs has reached an average of about 20% , and the localization rate of memory production lines has even reached 45% .
China has always been an important market for major international semiconductor equipment manufacturers . However, due to the rapid growth of domestically produced equipment, the seller's market in which Chinese fabs competed to purchase foreign equipment has essentially come to an end. Screen President Toshio Hiroe commented on the Chinese market, saying, "Chinese domestic suppliers are indeed rising, currently mainly concentrated in the memory and power semiconductor fields," and "the technological gap will gradually narrow in the future." In an international industrial environment characterized by high walls and decoupling, nearly 200 overseas companies and visitors from 22 countries and regions around the world competed to participate in and visit CSEAC , an increase of over 40% year-on-year . This fully confirms the wise saying , "
The more Chinese it is , the more international it becomes .
While achieving technological breakthroughs, emerging domestic players have also moved from individual efforts to a virtuous cycle of complementary strengths and win-win cooperation. Suzhou Vigon's acquisition of a 51% stake in Changzhou Weipu , focusing on the domestic lithography machine sector, was initially seen as a complementary and mutually beneficial integration, yet some have interpreted it as a forced sale due to unsustainable circumstances. Changzhou Weipu's photomask defect detection equipment boasts independently developed core algorithms with proprietary intellectual property rights, and its core components are fully domestically produced and mass-produced, entering the mass production lines of leading domestic and international wafer foundries and photomask manufacturers. Suzhou Vigon possesses the optical systems and precision motion control platform technology required for laser direct-write lithography machines, but is weaker in core algorithms and software systems. Isn't this kind of integrated , mutually beneficial, and complementary approach appealing?
Currently , the entire mature semiconductor process supply chain in China is operating smoothly, and advanced processes are constantly making breakthroughs . It's difficult to find a reason . Faced with blockades, we cannot be omnipotent . Although Chinese-made equipment is currently artificially excluded from the international supply chain and even deprived of the right to participate in international exhibitions, historical experience shows that China can overcome any suppression ! We welcome more international semiconductor companies and professionals to gather in Wuxi next June to engage in dialogue and exchange with the leading players in China's semiconductor industry chain. The expanded
CSEAC 2026 , spanning tens of thousands of square meters, will once again showcase our strengths—strengthening Chinese chips and embracing the world of chips !
