Wanye Enterprise: Received the first batch of 700 million equipment purchase orders from customers, and the ion implanter opened a new growth curve
On the evening of February 7, Wanye Enterprise issued an announcement on the sale of integrated circuit equipment. The company's Beijing Keystone
(Kingstone Semiconductors?) plans to sell multiple 12-inch integrated circuit equipment, including low-energy large-beam ion implanters and low-energy large-beam ultra-low temperature ion implanters. The transaction amount was approximately RMB 658 million.
The lack of cores has led to the expansion of wafer demand, and the ion implanter has a bright future
At present, the global semiconductor industry is still in short supply, and downstream terminal manufacturers keep stockpiles as normal. The production capacity of wafer fabs continues to expand, and the supply of semiconductor equipment is in short supply. According to SEMI statistics, 29 fabs will be expanded globally in 2022, with a production capacity of up to 400,000 wafers per month. China and Taiwan will each expand eight fabs, which will undoubtedly boost the demand for semiconductor equipment significantly.
On the other hand, in recent years, the supply chain strategy of domestic fabs has changed, and the mode of batch procurement to support strategic suppliers has been activated, and close linkage with domestic equipment manufacturers has been strengthened to create a positive circular ecological chain of self-reliance and self-improvement.
It can be seen that domestic semiconductor equipment manufacturers should seize the new round of opportunities and accelerate continuous breakthroughs. As the four core equipment in the front line of integrated circuits, the development of ion implanter equipment is extremely difficult, second only to lithography machines, and has long been monopolized by overseas equipment manufacturers Applied Materials and Axceils. It is reported that at present, a 12-inch logic chip production line with a monthly output of 10,000 pieces requires about 20 ion implanters. Therefore, there is a huge space for domestic alternatives, and the market prospect of ion implanters is broad.
iStellar-500
Wide Format Ion Source and Optical Path System
Ultra High Vacuum, Minimized Particulate Contamination Process Chamber
Isotropic Precision Implant Scanning Device
Independent intellectual property protection