I spent some time parsing through the
and attempting to figure out their main target.
. America wants to ban export of semiconductor equipment to Chinese foundries.
American semiconductor equipment companies include:
- Applied Materials
- Dupont
- Lam Research
- KLA-Tencor
My intuition is that this equipment is very important and harder to replace than I previously believed.
On the other hand, it's not like ASML, where you're producing stuff that's on the cutting edge of scientific discovery. There also appear to be non-American alternatives (sadly, all based on American allies).
However, I'm not sure to the extent that all American semiconductor equipment can be replaced. And we all know that if a machine is missing one part, it doesn't work.
I'm not an expert on this and would like to ask those who are knowledgeable about this issue:
Can American semiconductor equipment be replaced?
There are plenty of alternative Naura just release their quarterly figur and it jump 30% . There are many semi conductor equipment supplier But in the past they have trouble landing a sale because most fab prefer more established maker which deprived them sale and know how that the FAB has. But now it change with the coming embargo the domestic Fab has no choice but to buy from domestic equipment supplier Now they are willing to work together and fund the R&D with domestic supplier
NAURA announced R&D invesmet of 2.1 billion yuan to enter the 7/5nm semiconductor manufacturing equipment market
Domestic manufacturers entered the 7nm, 5nm semiconductor manufacturing equipment market, investing 2.1 billion R & D - super Meng Xianrui network of 6-7 minutes of domestic manufacturers to enter the 7nm, 5nm semiconductor manufacturing equipment market, R & D investment and 2.1 billion 2019-4-24 18:15 | author: Meng Xianrui | keywords: North CRE, semiconductor, etching machine, 5nm 7nm domestic semiconductor equipment manufacturer
Zhonghua Huachuang has developed well in recent years and has been able to provide 28nm process manufacturing equipment. The company today released its 2018 annual report, with revenue of 3.32 billion yuan, a 50% year-on-year increase, and a net profit growth of 86%. In addition, the company also announced a fundraising of 2.1 billion yuan, mainly for the next generation of semiconductor manufacturing equipment research and development, focusing on 7nm, 5nm process semiconductor manufacturing equipment.
In the field of semiconductors, most people are concerned about "stars" such as nm processes, memory chips, lithography machines, etc. However, as far as the domestic semiconductor industry as a whole is concerned, in addition to the lack of advanced technology, domestically rely heavily on semiconductor manufacturing equipment. Foreign manufacturers, although China is already the world's second largest semiconductor equipment market, but in this field,
US Applied Materials, KLA Kelei Semiconductor is the world's leading manufacturer, domestic semiconductor manufacturers are still inseparable from these manufacturers. The domestic semiconductor equipment manufacturer Zhonghua Huachuang has developed well in recent years and has been able to provide 28nm process manufacturing equipment. The company today released its 2018 annual report, with revenue of 3.32 billion yuan, a 50% year-on-year increase, and a net profit growth of 86%.
In addition, the company also announced a fundraising of 2.1 billion yuan, mainly for the next generation of semiconductor manufacturing equipment research and development, focusing on 7nm, 5nm process semiconductor manufacturing equipment. We used to sell the CPU in the sand, why sell it so expensive? The super-energy class article describes the manufacturing process of semiconductor chips in detail.
Among them, photolithography is the most important, which determines the process technology of the chip. The cost is also the highest , which can account for about 1/3 of the manufacturing cost.
However, in addition to lithography, semiconductor manufacturing has other complicated processes, including etching, cleaning, ion implantation, grinding, etc. The equipment produced by North Huachuang involves etching machine, PVD physical vapor deposition, CVD chemical vapor deposition, and thin film equipment. , cleaning equipment, etc. According to the official introduction,
North Huachuang is mainly engaged in the research and development, production, sales and technical services of basic electronic products. The main products are electronic process equipment and electronic components. It is a domestic mainstream high-end electronic technology equipment supplier, and is also an important high-precision, high-tech Reliable electronic components production base.
The main products of electronic process equipment include semiconductor equipment, vacuum equipment and lithium battery equipment. They are widely used in integrated circuits, semiconductor lighting, power devices, MEMS, advanced packaging, photovoltaic materials and batteries, flat panel displays, vacuum electronics, New materials, lithium-ion batteries and other fields.
The main products of electronic components include high-precision electronic components such as resistors, capacitors, crystal devices, microwave components, module power supplies, hybrid integrated circuits, etc., which are widely used in high-precision, precision and sharp special industries such as precision instrumentation and automatic control. Today, North Huachuang released its annual report for 2018. The annual revenue was 3.324 billion yuan, a year-on-year increase of 49.53%. The net profit of the main company was 234 million yuan, an increase of 86.05%. The net profit of non-home return was 76 million yuan, a year-on-year increase of 136.77%.
At present, electronic process equipment has become the main revenue of North Huachuang. The revenue in 2018 was 2.521 billion yuan, an increase of 75.7% year-on-year, accounting for more than 75%.
At the technical level, 28 nanometer equipment supply capability has been formed in the field of integrated circuits, 14 nanometer process equipment has entered the customer process verification stage, 12 吋 etching machine, PVD, ALD, monolithic annealing system and LPCVD equipment have entered the mainstream of integrated circuits. factory.
In addition, North China Ventures also raised 2.1 billion yuan through funds and other channels at the beginning of this year, mainly for the development of new generation semiconductor equipment, mainly to build integrated circuit equipment innovation center building and purchase 5/7nm key test equipment and build test and verification platform. Developed 5/7nm key integrated circuit equipment and realized industrial application. It is expected to realize 30 sets of annual etching equipment, 30 sets of PVD equipment, 15 sets of single-piece annealing equipment, 30 sets of ALD equipment, and 30 sets of vertical furnace equipment. 30 sets of cleaning equipment; the industrialization of high-precision electronic components is expected to increase by 241.96 million yuan, mainly to achieve an annual output of 58,000 modules.