Chinese semiconductor industry

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foofy

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Very important news. Kingstone (
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) according to my knowledge is the only Chinese producer of the very critical and strategical ion implantation equipment, currently strongly in US hands (AMAT, Axcelis). I know there is some prototype-like machine developed by CETC, but Kingstone is the only one with a "production" machine. Please correct me if I am wrong.

Ion implantation machine is considered one of the most crucial pieces of equipment, after lithography. It would be very interesting to know for which node (28nm?) has it been validated and sold.

capability up until 3nm. 7nm verified.

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同时,上海凯世通超越7nm离子注入平台已通过客户验证并取得验收。
....
据了解,凯世通承担了多项国家重大专项和科技项目,获得的知识产权全部归凯世通所有。在2016年已突破14nm工艺中离子注入机研发的最大技术障碍,目前凯世通离子注入机的工艺已实现28nm至3nm全面覆盖。”万业企业副总裁兼董秘周伟芳在接受第一财经专访时透露。
 

tokenanalyst

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Very important news. Kingstone (
Please, Log in or Register to view URLs content!
) according to my knowledge is the only Chinese producer of the very critical and strategical ion implantation equipment, currently strongly in US hands (AMAT, Axcelis). I know there is some prototype-like machine developed by CETC, but Kingstone is the only one with a "production" machine. Please correct me if I am wrong.

Ion implantation machine is considered one of the most crucial pieces of equipment, after lithography. It would be very interesting to know for which node (28nm?) has it been validated and sold.
according to CETC their ion implater is production ready for 28 nm.
 

ansy1968

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according to CETC their ion implater is production ready for 28 nm.
@tokenanalyst from a year ago, evidences that indigenous equipment for 28nm chip mass production is ready and in used.

from CnTechPost an excerpt:

China Electronics Technology Group Corporation, which announced the breakthrough, said on Wednesday that its products include ion implanters for medium-beam, high-beam, high-energy, specialty applications, and third-generation semiconductors, covering process segments up to 28nm.

China makes breakthrough in a key step in chip manufacturing-CnTechPost


An ion implantation machine is a type of high-pressure mini-accelerator that is widely used in the chip manufacturing process.

It is used for ion implantation of semiconductor materials, large-scale integrated circuits, and devices by obtaining the required ions from an ion source and accelerating it to obtain an ion beam stream of several hundred kilo electron volts energy.


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A Chinese company has announced the successful production of an ion implantation machine made entirely with local technologies, marking a breakthrough in a key aspect of chip manuf ...
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12 months ago
 

vincent

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capability up until 3nm. 7nm verified.

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同时,上海凯世通超越7nm离子注入平台已通过客户验证并取得验收。
....
据了解,凯世通承担了多项国家重大专项和科技项目,获得的知识产权全部归凯世通所有。在2016年已突破14nm工艺中离子注入机研发的最大技术障碍,目前凯世通离子注入机的工艺已实现28nm至3nm全面覆盖。”万业企业副总裁兼董秘周伟芳在接受第一财经专访时透露。
"据北方华创统计,半导体设备零部件的国产化率约10%-30%。"
Only 10-30% of components in domestic semiconductor manufacturing equipment are from domestic sources.
 

foofy

Junior Member
Registered Member
"据北方华创统计,半导体设备零部件的国产化率约10%-30%。"
Only 10-30% of components in domestic semiconductor manufacturing equipment are from domestic sources.
they produce componets too.

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但是受制于当时的芯片制造厂是不采购国内的设备。因此凯世通的团队从2009年创业之后,最开始是从离子注入机的零部件、减速器,减速机构、离子源开始做的。
 

vincent

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they produce componets too.

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但是受制于当时的芯片制造厂是不采购国内的设备。因此凯世通的团队从2009年创业之后,最开始是从离子注入机的零部件、减速器,减速机构、离子源开始做的。
北方华创's claim is on the overall semiconductor equipment industry.
 

tokenanalyst

Brigadier
Registered Member
"据北方华创统计,半导体设备零部件的国产化率约10%-30%。"
Only 10-30% of components in domestic semiconductor manufacturing equipment are from domestic sources.
I remember those statistics in 2017, i wonder how high are now? There has been a boom is companies manufacturing parts and components for the semiconductor industry recently, like u-precision, qier electromechanics, vacuum part manufacturers, measurement equipment.
 

tokenanalyst

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A supplier of precision components for semiconductor equipment, Pioneer Semiconductor has received hundreds of millions of yuan in equity financing​


According to Weibo news, recently, Jingjiang Pioneer Semiconductor Technology Co., Ltd. (hereinafter referred to as "Pioneer Semiconductor") completed hundreds of millions of equity financing, led by SMIC Juyuan Capital, New Investment Group and Shenzhen Venture Capital, Novartis Capital, Guotai Junan, Well-known equity investment institutions such as China Micro Corporation, Shanghai Aviation Industry Fund, Junxin Capital, SAIC Venture Capital, Beyond Moore Fund, and Shanghai Free Trade Zone Fund participated in the investment.

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Pioneer Semiconductor was established in 2008, specializing in the production and manufacture of precision metal parts, with CNC machining centers as the main body of precision machining, and the ability to process aluminum, stainless steel and other metal materials. It mainly provides metal parts for domestic and foreign semiconductor equipment manufacturers, and is an important parts supplier for domestic equipment factories.

According to the news of Xintou Group, Pioneer Semiconductor is the only domestic supplier of vacuum reaction chambers for North Huachuang (Naura) and Zhongwei Semiconductor (AMEC). Other customers include Huahai Qingke, SMIC, Shenyang Tuojing and other leading enterprises in the industry.

By example this company is having an enormous growth selling precision parts and components to multiple for semiconductor companies in China. There is a lot of growth and a lot of room to growth which is great.

But there is a saying that say "keep your friends close but your enemies even closer", I still think that China should not strive for isolation but for a Secure Supply Chain of Semiconductors, Chinese companies while creating a homemade ecosystem of research, components, semiconductor equipment, software and factories should also at least try to maintain an economic relationship with US allies, that will make the US hawks work harder to recruit them and that could force the hawks to miscalculate by implementing inefficient unilateral export controls that would ultimately harm US industry and cost well-paying jobs.

That “one industry segment” refers to U.S. companies that build equipment to produce chips. That group, led by Applied Materials Inc., Lam Research Corp. and KLA Corp., accounts for more than 40% of the global market for gear used to make advanced semiconductors.

The Trump administration figured that it could slow China down by withholding certain types of American machinery. There was an unintended consequence, according to executives at U.S. equipment makers. The export ban created an opportunity for foreign companies, including those in China, to fill a hole left by the Americans.

One apparent beneficiary of the U.S. policy is Tokyo Electron Ltd. The Japanese company got about 15% of its sales in fiscal 2018 from China. In the most recent financial year, it was 29%. The U.S. would need allies in Japan and Europe to implement similar bans for the strategy to be effective.

But even then, Chinese companies could figure out how to make the machinery themselves.
Beijing-based Naura Techology Group. is on course to grow about 50% this year, according to estimates from analysts compiled by Bloomberg. That’s a strong growth rate for a company of any size and considerably faster than its U.S. rivals.
3. Prioritize Unilateral Controls on U.S.-Made Semiconductor Manufacturing Equipment: While policymakers have emphasized the need for multilateral controls to prevent China from acquiring sensitive U.S.-made semiconductor technology, BIS leaders should pursue unilateral restrictions, when appropriate, to stop the PRC from building up its design and manufacturing capabilities. As Ms. Nikakhtar explained, “Multilateral sounds good. But in practice, it’s not actually effective because of our allies’ different levels of risk tolerance… So, we should be mindful and respectful of that, and then move forward with what we believe we need to control.”
 
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