Chinese semiconductor industry

Mitsubishi Gas Chemical to build chip cleaning agent fab in China​

Lead times for chip orders in February grew five to 15 weeks longer than in October, according to U.S. electronic component distributor Sourcengine. Based on these calculations, general-purpose products' lead times averaged 44 weeks for 16-bit processors, up 15 weeks from October, and 37 weeks for power chips, up nine weeks. The longest lead time reached 99 weeks for certain processors.
In addition to demand growing faster than supply, chipmakers have prioritized addressing the shortage of cutting-edge chips over commodity products, which are generic chips that are interchangeable between suppliers. Prices are also on the rise, with the average for processors and other chips rising 15% or more in a year, according to U.S. market researcher Gartner.

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xypher said:

So basically synchrotrons are extremely attractive to fab companies like TSMC but not to the equipment manufacturers like ASML? That explains why SSMB EUVL was not really explored - one side does not have the skillset to produce such systems, while the other simply does not want them because they are not as profitable. I hope this works out well for China, I am sure they can find enough land if the project overall is successful - make Xinjiang the semiconductor capital of the world and watch MuriKKKa seethe, j/k.

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coolieno99 said:

Despite the size of the population of 1.4 billion, about half of China is empty land, with 90% of people settle on the eastern half. So available land for synchrotron facility is not an issue. And they just recently constructed another large hydroelectric dam, so electrical power is not an issue as well.

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huemens said:

Mitsubishi Gas Chemical to build chip cleaning agent fab in China​

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TOKYO -- Mitsubishi Gas Chemical will construct a new plant in China that will make cleaning agents for semiconductors to meet growing demand and solidify its top position in the global market.

Chip cleaning agents are used to remove fine particles produced in the chipmaking process. Mitsubishi Gas Chemical is the global market leader, with a share of about 50%.

Demand for semiconductors has been strong worldwide in recent years, largely due to the rollout of 5G networks and the growth of the Internet of Things, or internet-connected devices. By strengthening its product supply system, Mitsubishi Gas Chemical hopes to cash in on this expanding demand.

The company plans to put the new plant into operation as early as the first half of 2022 to turn out superpure hydrogen peroxide. It has not disclosed how much it will spend on the new plant.

Superpure hydrogen peroxide is made by increasing the purity of ordinary hydrogen peroxide, which is commonly used as a disinfectant. As a cleaning agent in chip manufacturing, superpure hydrogen peroxide is used to remove fine particles without damaging the delicate microscopic circuitry on the chips. It is also used in the process of polishing and etching.

Mitsubishi Gas Chemical's new plant in China is expected to have an annual capacity of 90,000 tons. The company hopes to capitalize on demand in the country, where the semiconductor industry is growing.

Mitsubishi Gas Chemical already makes superpure hydrogen peroxide in Japan, South Korea, Taiwan, the U.S. and Singapore. The new plant in China will boost the company's global annual capacity by 16% to 644,000 tons. The company says it controls about 50% of the global superpure hydrogen peroxide market.

It also plans to bring a new raw material plant online in Taiwan as early as 2023 and is working to strengthen its supply network by moving ahead with plans to establish an integrated manufacturing system on the island.

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dfrtyhgj said:

China’s top chipmaker’s profits soar thanks to US sanctions

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Oldschool​

Junior Member​

lube said:

Funny thing is I distinctly remember last year SMIC was saying they will struggle to take advantage of the chip shortage because of the sanctions while other chipmakers will reap the benefits.

If I was paranoid, I would think that's a successful piece of misinformation on the part of SMIC.

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