Chinese semiconductor industry

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tokenanalyst

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Semiconductor Equipment Precision Parts Supplier Fuchuang Precision: Small Parts, Big Business​


leader in the precision parts industry, with rapid growth in performance

The semiconductor equipment itself has a complex structure and requires high processing accuracy, consistency and stability, resulting in cumbersome manufacturing processes for precision parts, high technical difficulties and high industry barriers. As a leader in precision components for semiconductor equipment in China, Fuchuang Precision is also one of the few precision components manufacturers in the world that can mass-produce semiconductor equipment with 7nm process technology.

The company's products are divided into four categories: process parts, structural parts, module products and gas pipelines. The semiconductor equipment used by the company's main products covers the core links such as etching, thin film deposition, lithography and adhesive development, chemical mechanical polishing, and ion implantation in integrated circuit manufacturing. Some products have been used in the manufacture of advanced 7nm process equipment. . In addition to semiconductor equipment, the company's products are also used in the manufacture of display panels, pan-semiconductor equipment for photovoltaic products and other fields.

(Source: Prospectus)
(Source: Prospectus)
According to the prospectus, the company's revenue in 2018, 2019, 2020, and the first half of 2021 was 225 million yuan, 253 million yuan, 481 million yuan, and 345 million yuan, respectively. The compound growth rate of operating income in the last three years was 4.627 billion yuan. %, with rapid growth in performance. The corresponding profits in the same period were 6.8623 million yuan, -33.3440 million yuan, 93.5050 million yuan, and 43.7785 million yuan.


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Interesting to see that Naura is also in the business of components for semiconductor industry parts and components.
No wonder they say there is a lack of localization of parts. Lol.

Beijing Sevenstar Electronics Technology Co.,Ltd.​

Beijing Sevenstar Electronic Technology Co., Ltd. (Sevenstar Electronics) is one of the wholly-owned subsidiaries of NAURA Technology Group Co.,Ltd. Mainly engaged in developing and manufacturing precision resistors, tantalum capacitors, quartz crystal devices, microwave components, power supplies, hybrid integrated circuits and other series of high-precision electronic components. The products are widely used in such industries as automatic control, power electronics, precision instrument, and rail transport.

In recent years, metal film fixed resistors, tantalum capacitors, quartz crystal oscillators, power modules and some other products that are independently developed have obtained customers’ trust throughout the world because of their excellent performance, and greatly reducing the cost of use for customers. Sevenstar Electronics has advanced with the times, made brilliant achievements in scientific research and excelled in market performance time and again!

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hvpc

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ansy1968 said:
And since we love Huawei so much from the post provide by @Oldschool in that thread I browse a post by Stock Road Sweeper detailing the progress done by Huawei, I've had a post speculating that the latest Huawei monitor may used a 40nm chips produced In house by Hisilicon, I maybe wrong BUT the force is strong on this one.

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1.7M views2 months ago


Stock Road Sweeper
2021-12-11Weibo
pick up lines
Huawei insisted on the road of self-research, and the results have gradually become prominent. Huawei's Wuhan 40 nm chip production line has been fully put into production, and the EDA tools and 40 nm process developed by HiSilicon have also been completely de-beautified. Counting Huawei, but unexpectedly this is the beginning of the nightmare!
Many people may say that TSMC has entered the 3nm era, we are still 40nm , the difference is 108,000 miles, in fact, you underestimate the 40nm autonomous technology ! At present, the world is still facing a tense situation of chips, but it mainly focuses on mature processes below 50 nm . The localization of 40 nm
has the following significance for China's semiconductor discovery: 1. The 40 nm process is fully autonomous, which has accumulated valuable experience for the autonomy of the 28 nm , 14 nm, and 7 nm processes in the future. Now China's lithography machine has reached 28 nm , and it is expected to be completed by the end of the year. It can be realized. After the breakthrough of the domestic 28nm lithography machine in the next step, the 28nm chip process can also be completely autonomous.
2. Huawei plans to achieve localization of 20nm next year, which means that Huawei will complete 28nm technology autonomy next year .Chips are in great demand in the Internet of Things, such as Huawei's autonomous driving technology, 5G applications, notebook CPUs, etc. Huawei's Hongmeng system is about to be released. This is an important step in the development of the Internet of Things, and it also means that under the promotion of Hongmeng , the demand for IoT chips will further increase!
3. At present, Huawei 's 28nm chip inventory is very sufficient. Two years later, according to Huawei's plan, it has already achieved 28nm autonomy. At that time, the US plan to suppress Huawei will be declared a complete failure. The only impact is the chips used in high-end mobile phones, and these will also be a matter of time for our country! Most of Huawei's other businesses will be completely free from the restrictions of the United States, which also means that Huawei will become stronger and stronger!
u=683023395,783429287&fm=70&app=69&size=r3,2&n=0&g=8n&f=JPEG




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can anyone help by telling me what city Huawei's 28nm fab is located? are they using all domestic manufacturing systems including SMEE's litho scanner?
 
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hvpc

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tokenanalyst said:
i put it more like 2025 for the first working machine. I think SMEE already shipped their their immersion lithography scanner to SMIC and YTMC for testing and verification but the mass production of parts for the machine still is going on and because EUV optics is different, my guess that they are going to put more effort in immersion and dry lithography for now. i think most SMEE scanners and steppers are going to receive an upgrade. the hint is that SSB500 is now the SSB520.
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my friends in SMIC and YMTC are not aware of them taking shipment of SMEE immersion system. are you certain these immersion machine has already shipped from SMEE?
 
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tokenanalyst

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hvpc said:
my friends in SMIC and YMTC are not aware of them taking shipment of SMEE immersion system. are you certain these immersion machine has already shipped from SMEE?
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Not 100% certain, but i only know from a more reputable source than social media and the news (even Chinese ones) the SMIC received 1 machine from SMEE in 2020 and YTMC another in 2021, my guess is for R&D and immersion verification because is the main issue now in China, i really don't know how secretive those companies are with their R&D and more when you have the U.S. government in your neck. Do you friends work in the R&D department of those companies? Can you give us some insights?

Another think that there has been an big quantity of new patents in immersion lithography in 2020-2021 by the companies that are developing the machine and the company that is making the optics already is committed to the mass production of components for lithography.
 
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