Should build it underground like CERN, otherwise according to some on this forum, the Americans will strike it during a Tiawan reunification scenario
Chinese semiconductor industry
- Thread starter Hendrik_2000
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is $42b capex correct for TSMC?. for foundry alone i dont think capex that high in one year can be implemented. unless they including licenses or US investments part of capex.
TSMC has $57b revenue. there is no clear answer of revenue growth.
SSMB itself is a very recent proposed phenomenon/mode of operation for synchrotrons. I believe it was first proposed in the early 2010s, long after ASML had made its investments.
Cost of ArF tool: $28 million USD
Cost of EUV tool: $150 million USD
Another source puts dry ArF at $20 million and immersion ArF at $40 million. This is from a paper book Comprehensive Nanoscience and Nanotechnology (2019).
U-Precision
Beijing Huazhuo Jingke Technology Co., Ltd. was founded by the Tsinghua IC equipment team with the support of Tsinghua University and its subordinate "Beijing-Tsinghua Industrial Technology Research Institute" and the 02 special project. technology companies. The original intention of the establishment of the company is to industrialize the high-end monopoly technology accumulated by Tsinghua University in the 02 special project, and to provide the domestic market with high-end components and subsystem products that are urgently needed by the industry through the method of "technology radiation & downward". Huazhuo Jingke is mainly engaged in the research and development, design, production, sales and technical services of semiconductor manufacturing equipment and its key components.
The company has a registered capital of 96 million, was established on May 9, 2012, and officially opened for business on August 15, 2012. The company has a team of about 200 people.
The company's business scope: technology development, technology promotion, technology transfer, technical consultation, technical services, technical training; computer system services, data processing, computer maintenance; basic software services, application software services; import and export of goods, technology import and export, agency Import and export; engineering and technical research and experimental development; sales of mechanical equipment, communication equipment, metal materials, electronic products, computers, software and auxiliary equipment, hardware, and electricity; assembly and production of electronic industrial equipment, processing metal parts (limited to branches) business). (For projects subject to approval according to law, business activities shall be carried out according to the approved contents after approval by relevant departments.)
On August 10, 2015, the limited company was changed to a joint stock limited company as a whole.
Main business and main product introduction
Huazhuo Jingke faces the industries of IC manufacturing, optics, ultra-precision manufacturing at home and abroad, and is committed to providing the industry with complete machine equipment, core subsystems, key components and customized services. The main products include High-end complete machines, ultra-precision motion systems, precision instruments and equipment, and high-end special manufacturing. Huazhuo Jingke is based on the original technology of famous domestic universities. After years of technical research and customer practice, it has formed a solid and standardized technology research and development system. Series of products such as precision motion systems and key components.
Beijing Huazhuo Jingke Technology Co., Ltd. was founded by the Tsinghua IC equipment team with the support of Tsinghua University and its subordinate "Beijing-Tsinghua Industrial Technology Research Institute" and the 02 special project. technology companies. The original intention of the establishment of the company is to industrialize the high-end monopoly technology accumulated by Tsinghua University in the 02 special project, and to provide the domestic market with high-end components and subsystem products that are urgently needed by the industry through the method of "technology radiation & downward". Huazhuo Jingke is mainly engaged in the research and development, design, production, sales and technical services of semiconductor manufacturing equipment and its key components.
The company has a registered capital of 96 million, was established on May 9, 2012, and officially opened for business on August 15, 2012. The company has a team of about 200 people.
The company's business scope: technology development, technology promotion, technology transfer, technical consultation, technical services, technical training; computer system services, data processing, computer maintenance; basic software services, application software services; import and export of goods, technology import and export, agency Import and export; engineering and technical research and experimental development; sales of mechanical equipment, communication equipment, metal materials, electronic products, computers, software and auxiliary equipment, hardware, and electricity; assembly and production of electronic industrial equipment, processing metal parts (limited to branches) business). (For projects subject to approval according to law, business activities shall be carried out according to the approved contents after approval by relevant departments.)
On August 10, 2015, the limited company was changed to a joint stock limited company as a whole.
Main business and main product introduction
Huazhuo Jingke faces the industries of IC manufacturing, optics, ultra-precision manufacturing at home and abroad, and is committed to providing the industry with complete machine equipment, core subsystems, key components and customized services. The main products include High-end complete machines, ultra-precision motion systems, precision instruments and equipment, and high-end special manufacturing. Huazhuo Jingke is based on the original technology of famous domestic universities. After years of technical research and customer practice, it has formed a solid and standardized technology research and development system. Series of products such as precision motion systems and key components.
Main product introduction
product name | Application field | Product introduction |
Lithography Work table system | The dual-station series of this product are mainly used in ArF dry, immersion step-and-scan lithography machines and KrF step-and-scan lithography machines at nodes of 65nm and below , and a single series of products are used in i -line and g -line step-and-scan lithography machine and packaging lithography machine, etc. | The product adopts core technologies such as planar maglev, planar air float, and 6 -DOF maglev micro-movement stage with independent intellectual property rights, including a complete set of key core technologies such as unique ultra-precision structure, ultra-precision drive, ultra-precision detection and nano-precision motion control. And form a complete intellectual property protection system, with high-speed dual-stage exchange, 6 degrees of freedom nano-precision positioning control function, the maximum acceleration is not less than 30 m/s^2 , the maximum speed is not less than 500m/s , the trajectory tracking error MA (moving average ) is less than 2nm , MSD (moving standard deviation) is less than 5nm , and the setup time is less than 10ms , which can meet the requirements of high-end lithography machine overlay resolution and productivity. |
Ultra-Precision Movement Positioning platform | This product is widely used in optical high-resolution inspection, electronic and semiconductor manufacturing equipment, laser precision machining and other industries. | Based on the original technology of the lithography machine workpiece table, we provide the market with localized high-end advanced ultra-precision motion system solutions. It adopts advanced modularization, standardization and rapid integration mode, which can provide high-end personalized customization services. At present, it can provide the market with more than 30 products involving 5 series , some of which are gradually replacing imported similar products. |
High performance active vibration isolation system | This product is widely used in the vibration isolation and shock absorption of precision / ultra-precision instruments and equipment in the field of manufacturing and testing. It can also be used for vibration isolation of precision / ultra-precision instruments and equipment in scientific research institutes . | The company has been developing active and passive vibration isolation technology and products since 2004. At present, it has mastered the key core technologies and engineering application capabilities of active and passive vibration isolation, and has formed a product system with 5 series and more than 30 products. Users provide customized system solution services, and some of the vibration isolators have gradually replaced imported similar products. |
Laser fast Annealing equipment | Mainly used in IGBT (insulated gate field effect transistor) back annealing, and can also be used in integrated circuit ultra-shallow junction rapid annealing and solar energy, TFT , LED , MEMS and other fields. | This product is an IGBT laser rapid back annealing process equipment launched for specific markets based on the patented process technology and the company's own research and development capabilities of complete machine equipment. The equipment can realize the unique advantages of precise adjustment of annealing depth, precise control of ion activation rate, and no damage to the processed devices on the front side of ultra-thin wafers. |
electrostatic chuck | This product is widely used in PVD , PECVD , ETCH , EUVL , ion implantation and other high-end semiconductor manufacturing equipment. | Electrostatic Chuck ( E-CHUCK ) is an ultra-clean wafer carrier suitable for vacuum environment or plasma environment. It uses the principle of electrostatic adsorption to flatly and evenly clamp ultra-thin wafers. Huazhuo Jingke has mastered relevant core technologies and realized productization through technical research on the basis of undertaking the relevant subjects of the national 02 major special projects. |
this is the real deal here.
$28 million was years ago, ASML new ones cost like $50 million.
. i dont see those advance node contributing revenue growth higher than rest of foundries. the ratio of revenue growth of Samsung and TSMC foundry is same but foundry capex of TSMC much higher. at some point they will have to show real revenues relative to capex.
ASML tools cost more than Nikon ones. I had another source that was more recent but had broken English and no original, so I don't know the reliability, but it claimed that ASML costs were ~70 million and Nikon was 1/3 because they were desperate for sales.
I believe that China and Japan have much more similar cost structures in terms of average wages, taxes, infrastructure, social welfare, supply chain costs, etc. than Netherlands, so I believe SMEE tools will be priced similar to Canon and Nikon, rather than ASML.
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