Chinese semiconductor industry

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Weaasel

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Is still a work in process but looks like CAS is working in creating the crazy computational models to solve that problem.
What materials are the mirrors made of? The material(s) that they are made of are also a factor in maximizing the reflectivity of the EUV photons produced during the vapourization of tin droplets by the laser light source, no, even though EUV photons have a very high rate of absorptivity by all states of substances of any state of matter that they are incident on?
 

FairAndUnbiased

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What materials are the mirrors made of? The material(s) that they are made of are also a factor in maximizing the reflectivity of the EUV photons produced during the vapourization of tin droplets by the laser light source, no, even though EUV photons have a very high rate of absorptivity by all states of substances of any state of matter that they are incident on?
They're multilayer mirrors made of Mo/Si interlayered thin films that reflect light analogously to visible light dielectric mirrors.

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tokenanalyst

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Sheng Jisheng, an equipment manufacturer invested by SMIC and other companies, is expected to usher in important production in June​


The first phase of Sheng jisheng Intelligent Manufacturing Industrial Base located in Ningbo is expected to be officially put into full production in June this year.

According to Ningbo Daily, Shengjisheng Semiconductor is committed to promoting the localization of integrated circuit equipment and key components. In the face of changes in the industrial environment at home and abroad, it aims at the domestic industry gap and the market urgently needs to "supplement the chain and strengthen the chain". Many key products have been Process verification in domestic leading enterprises such as SMIC . The company, jointly funded by SMIC, Xinxin Leasing and Core Space, is accelerating the upgrade from R&D, trial production to mass production. After the industrial base is officially put into operation, the company will become a new force in the domestic integrated circuit manufacturing equipment market.

The second phase project of Shengjisheng Intelligent Manufacturing Industrial Park is also in progress, and the second phase of the project is undergoing the structural construction of the second floor. It is expected that the second phase of the project will be completed by the end of June this year, and the construction will be completed before the end of the year.

It is reported that in June 2018, the Ningbo International Investment and Cooperation Fair and the signing ceremony of major projects were held. The signed projects included the Shengjisheng Semiconductor Technology Project of Shengjisheng (Ningbo) Semiconductor Technology Co., Ltd.

Shengjisheng is mainly engaged in the refurbishment, modification, installation, maintenance and sales of second-hand semiconductor equipment and accessories, and provides spare parts and technical services related to semiconductor manufacturing, as well as continuous improvement plans.

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Looks like they are going to upgrade from providing services to second hand equipment to mass producing parts, components and increase the localization of SME in China.
 

FairAndUnbiased

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Sheng Jisheng, an equipment manufacturer invested by SMIC and other companies, is expected to usher in important production in June​


The first phase of Sheng jisheng Intelligent Manufacturing Industrial Base located in Ningbo is expected to be officially put into full production in June this year.

According to Ningbo Daily, Shengjisheng Semiconductor is committed to promoting the localization of integrated circuit equipment and key components. In the face of changes in the industrial environment at home and abroad, it aims at the domestic industry gap and the market urgently needs to "supplement the chain and strengthen the chain". Many key products have been Process verification in domestic leading enterprises such as SMIC . The company, jointly funded by SMIC, Xinxin Leasing and Core Space, is accelerating the upgrade from R&D, trial production to mass production. After the industrial base is officially put into operation, the company will become a new force in the domestic integrated circuit manufacturing equipment market.

The second phase project of Shengjisheng Intelligent Manufacturing Industrial Park is also in progress, and the second phase of the project is undergoing the structural construction of the second floor. It is expected that the second phase of the project will be completed by the end of June this year, and the construction will be completed before the end of the year.

It is reported that in June 2018, the Ningbo International Investment and Cooperation Fair and the signing ceremony of major projects were held. The signed projects included the Shengjisheng Semiconductor Technology Project of Shengjisheng (Ningbo) Semiconductor Technology Co., Ltd.

Shengjisheng is mainly engaged in the refurbishment, modification, installation, maintenance and sales of second-hand semiconductor equipment and accessories, and provides spare parts and technical services related to semiconductor manufacturing, as well as continuous improvement plans.

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Looks like they are going to upgrade from providing services to second hand equipment to mass producing parts, components and increase the localization of SME in China.
Took a look at these guys. They seem to be analogous to Entegris, Silfex, Coorstek, producing ultra clean ceramic structural components and accessories for etch and deposition equipment. I saw some wafer holders and deposition rings. They claim capability to supply a remote plasma module which would be a step up from supplying mechanical parts and show them capable of supplying major subsystems.
 

caudaceus

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Took a look at these guys. They seem to be analogous to Entegris, Silfex, Coorstek, producing ultra clean ceramic structural components and accessories for etch and deposition equipment. I saw some wafer holders and deposition rings. They claim capability to supply a remote plasma module which would be a step up from supplying mechanical parts and show them capable of supplying major subsystems.
Damn how many subsystem are there in semicon industry.
Probably semicon along with Aerospace is the first great power exclusive industry.
 

FairAndUnbiased

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Damn how many subsystem are there in semicon industry.
Probably semicon along with Aerospace is the first great power exclusive industry.
Ok let me explain a bit of the semiconductor supply chain. Broadly speaking you have 3 categories of entities: those who work only on computers (fabless), those who work on wafers (fabs) and those who work on machinery (instrumentation).

For instrumentation, broadly speaking you have optical stuff (lithography, wafer metrology), chemical stuff (etch, deposition, gas phase metrology) and electrical stuff (functional testing and robots). I'm most familiar with chemical stuff.

Within chemical instrumentation, the material requirements are very high. The environment inside say an etch chamber is quite extreme: reactive plasma, high temperature. Your materials in contact with this environment isn't just the wafer though, it is the entire reactor. Everything from the hot wafer stage to something as simple as a wafer transfer rack has to be able to withstand these conditions while not releasing contaminants.

Now many of these specialty companies are actually not new or independent companies at all. They're spinoffs from gigantic old school companies that got rich off low tech stuff. Coorstek started off as the internal bottle manufacturer of Coors Beer, now they make ceramic machinery components.

That is why it is actually very hard to get into these businesses. They got rich from old school capitalist accumulation 100 years ago, burned tons of capital to secure a place in a ridiculously hard to enter market, and now are essentially monopolies.
 

horse

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That is why it is actually very hard to get into these businesses. They got rich from old school capitalist accumulation 100 years ago, burned tons of capital to secure a place in a ridiculously hard to enter market, and now are essentially monopolies.

IC is very unique.

There are natural "barriers to entry" (an economic term) to become a part of that industry.

One would need the know how, and the capital.

Me can brother ansy1968, we can go into business tomorrow, in the IC industry, mortgage the house, and we can do something. Two months later, we be bankrupt because we do not know what we are doing.

But it is worst in the actual IC industry. Capital is always required to keep improving the tech. The know how must be relatively close to the leading edge. Otherwise, these people who actually do know what they are doing, they can still go bankrupt.

IC is ruthless, and it is winner take all.

It is kind of remarkable of how the IC industry is today, with its supply chain being global, and operating like clockwork, until the pandemic and trade war.

It will never be the same again.
 

tokenanalyst

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The report shows that the top semiconductor equipment manufacturers in the United States all have, are building or invest in a large amount of offshore capacity. Applied Materials (AMAT)'s Singapore factory accounts for about 50% of its total production capacity, and from 2005 to 2020, its overseas factory area increased from 13% to 40%. Lam Semiconductor (Lam) announced in 2020 the construction of its largest factory in Malaysia. KLA has accelerated its overseas layout since 2005. By 2020, the proportion of its overseas factories will increase from 0 to 67%.

Although, according to the United Nations commodity trade statistics, semiconductor equipment exported from the United States, Japan, and the Netherlands still accounts for the vast majority of the world, and has shown an increasing trend in the past five years. However, considering that the export data is relatively delayed relative to the production capacity layout, in the context of the US strengthening unilateral export controls on Chinese semiconductors, the possibility that US semiconductor equipment manufacturers will accelerate the deployment of offshore production cannot be ruled out. In fact, top U.S. equipment makers have all expressed willingness to move production overseas in response to new unilateral export controls.

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I predicted that this would happen, Americans semiconductor companies are moving their manufacturing and R&D overseas to avoid stringent export controls, have my doubts that U.S. and their allies will agree to create a export framework for anything except the cutting edge and much less now the China is becoming REALLY good at making their own equipment, they are planning to expand the development-production of patterning tools and with Japanese companies trying to regain lost market share.

 

tokenanalyst

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In terms of transistors silicon has too many huge advantages:

1. Native semiconductor

2. Thermally and chemically stable, near lattice matched, insulating native oxide.

3. Commonly found on earth

4. Mechanically strong enough to form wafers without support

5. Can be controllably dry etched due to volatile halides

6. Bandgap much larger than room temperature thermal energy but small enough to be a relatively good conductor

Nothing else has these properties. For example, you can't form a dielectric or etchstop on top of graphene merely by introducing hot oxygen, you will etch it by volatilizing it to carbon monoxide.
Semiconducting CNTs had to be put in place in order to make a CNT transistor while Si just need to be deposit, etched and doped. Yeah Si still is king in the industry and has many advantages.
Hopefully the issues with using semiconducting CNTs can be solved so one day we will be able to use some 1nm gate transistors devices running at 10Ghz.
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