Don't pay too much attention to these charts. Companies are nominated to the list, and if they pay money, something like USD10,000, they get on the list and get an award. Other companies do this, like Frost & Sullivan. Its a gimmick.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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ASML makes i-line, KrF DUV, ArF dry DUV, ArF immersion DUV, EUV. China can get all but EUV
Nikon makes i-line, KrF DUV, ArF dry DUV, ArF immersion DUV. China can get all
Applied Materials presence in China dates back 1984, older than most people in this forum, older than others semiconductor companies in China, older than most Chinese SME companies in China and unless there is a shooting war between the US and China they don't want to get out of that market and lose market share.
I think what could happen is that most of this US companies are going to find ways to sanction proof their equipment by moving their R&D and production overseas. So i don't feel bad for this companies because they are going to find their way, I do feel for bad for the hardworking American Engineers and workers that are caught in this geopolitical game and could potentially lose their high paying jobs.
"Lam manufactures equipment used to make virtually every leading-edge chip inside the electronic products you use every day. We have teams around the world making that impact possible, including at our latest and largest site in Malaysia. This state-of-the-art new manufacturing site in Penang’s Batu Kawan was opened in August 2021 and is the largest in our network. The facility has a built-up space of more than 800,000-square-foot encompassing expansions already anticipated to serve current and future customers."
I think what could happen is that most of this US companies are going to find ways to sanction proof their equipment by moving their R&D and production overseas. So i don't feel bad for this companies because they are going to find their way, I do feel for bad for the hardworking American Engineers and workers that are caught in this geopolitical game and could potentially lose their high paying jobs.
"Lam manufactures equipment used to make virtually every leading-edge chip inside the electronic products you use every day. We have teams around the world making that impact possible, including at our latest and largest site in Malaysia. This state-of-the-art new manufacturing site in Penang’s Batu Kawan was opened in August 2021 and is the largest in our network. The facility has a built-up space of more than 800,000-square-foot encompassing expansions already anticipated to serve current and future customers."
antiterror13
Brigadier
I am not 100% convinced about that, do you have any article that China has received ASML 2050i ?
I know that @ansy1968 believes China already received some 2050i ... I trust him but I haven't seen any article about that
I think SMEE may have more advanced DUV soon than what Nikon can produce
And without Chinese market, Nikon is simply would be dead
You still have people like Eric Schmidt and the US AI panel who want to ban the sale of any machine which can do 14nm or lower.
If this goes in, a company like Applied Materials, or the other companies which make non-lithography equipment are going to either have to make neutered machines or lose a lot of sales of existing equipment. Probably both since there are Chinese tools vendors who already produce such equipment. For lithography, "14nm", is a poor choice for a metric.
Anyway this is nothing new really. The US always had bans on sales of latest lithography and other tools sales to either the Soviet Union or China. In the long run this caused the US to lose most of its tools market to Europe. And right now I think they will lose the tools market to China. China is already the largest manufacturer of CNC machines, and make all including the largest tunnel boring machines.
If this goes in, a company like Applied Materials, or the other companies which make non-lithography equipment are going to either have to make neutered machines or lose a lot of sales of existing equipment. Probably both since there are Chinese tools vendors who already produce such equipment. For lithography, "14nm", is a poor choice for a metric.
Anyway this is nothing new really. The US always had bans on sales of latest lithography and other tools sales to either the Soviet Union or China. In the long run this caused the US to lose most of its tools market to Europe. And right now I think they will lose the tools market to China. China is already the largest manufacturer of CNC machines, and make all including the largest tunnel boring machines.
Huaya Intelligence (Suzhou Huaya Intelligent Technology Co., Ltd.) : Meet the High Demand for Semiconductor Equipment Parts
The accelerated expansion of fabs has brought high demand, and the scale of revenue and profit has continued to grow at a high rate. In 2021, the company achieved an operating income of 530 million yuan, a year-on-year increase of 43.93%; the comprehensive gross profit margin was 39.42%, basically the same as the previous year; the net profit attributable to the parent was 110 million yuan, a year-on-year increase of 54.4%. 67%. The rapid growth of the company's revenue, scale and performance is mainly due to the rapid increase in the number of high-quality customers and product categories of the company, especially the rapid growth in demand in the field of In the first quarter of 2022, the company achieved a revenue of 130 million yuan, a year-on-year increase of 45%; the comprehensive gross profit margin was 34.73%, a year-on-year decrease of 5pcts, mainly due to the pressure of rising raw material prices; the net profit attributable to the parent was 27.35 million yuan , an increase of 42% year-on-year; relying on the high downstream demand, the company's revenue and profit scale continued to grow rapidly.
Continue to increase production capacity to meet the demand of downstream orders. The company's IPO raised 320 million yuan for the expansion of precision metal structural parts. The project construction period is 2 years, and it is expected to be fully operational in the fifth year, with an annual output value of 410 million yuan. At the beginning of this year, the company plans to issue convertible bonds to raise 340 million yuan for new projects in the intelligent production of precision metal parts in semiconductor equipment and other fields. There are more than 23,000 metal parts. In the face of high downstream demand, the company has comprehensively increased production capacity in 2021 by appropriately increasing production personnel to adjust shifts, transforming some technologies, and renting appropriate venues. In 2022, it will further increase equipment investment and strengthen intelligent and flexible production management. ; In addition, the company continues to increase investment in its subsidiary in Malaysia. It is expected that some mass production will be achieved this year and full production next year.
Downstream fabs continued to expand, and semiconductor equipment companies continued to increase their purchases. The high-speed expansion of downstream logic, storage, power, and three-and-a-half generations has driven high demand for semiconductor equipment, and equipment delivery has been greatly extended. At present, the continuous supply shortage has spread from the equipment side to the upstream parts and components side. After reviewing the purchase of domestic equipment factories, it is possible to Many companies have adopted over-purchasing strategies to ensure equipment delivery. On the whole, the total purchase amount of domestic semiconductor equipment manufacturers in 2021 is about 27.65 billion yuan, compared with 15.3 billion yuan in 2020, an increase of 81% year-on-year, and the procurement demand continues to increase.
The accelerated expansion of fabs has brought high demand, and the scale of revenue and profit has continued to grow at a high rate. In 2021, the company achieved an operating income of 530 million yuan, a year-on-year increase of 43.93%; the comprehensive gross profit margin was 39.42%, basically the same as the previous year; the net profit attributable to the parent was 110 million yuan, a year-on-year increase of 54.4%. 67%. The rapid growth of the company's revenue, scale and performance is mainly due to the rapid increase in the number of high-quality customers and product categories of the company, especially the rapid growth in demand in the field of In the first quarter of 2022, the company achieved a revenue of 130 million yuan, a year-on-year increase of 45%; the comprehensive gross profit margin was 34.73%, a year-on-year decrease of 5pcts, mainly due to the pressure of rising raw material prices; the net profit attributable to the parent was 27.35 million yuan , an increase of 42% year-on-year; relying on the high downstream demand, the company's revenue and profit scale continued to grow rapidly.
Continue to increase production capacity to meet the demand of downstream orders. The company's IPO raised 320 million yuan for the expansion of precision metal structural parts. The project construction period is 2 years, and it is expected to be fully operational in the fifth year, with an annual output value of 410 million yuan. At the beginning of this year, the company plans to issue convertible bonds to raise 340 million yuan for new projects in the intelligent production of precision metal parts in semiconductor equipment and other fields. There are more than 23,000 metal parts. In the face of high downstream demand, the company has comprehensively increased production capacity in 2021 by appropriately increasing production personnel to adjust shifts, transforming some technologies, and renting appropriate venues. In 2022, it will further increase equipment investment and strengthen intelligent and flexible production management. ; In addition, the company continues to increase investment in its subsidiary in Malaysia. It is expected that some mass production will be achieved this year and full production next year.
Downstream fabs continued to expand, and semiconductor equipment companies continued to increase their purchases. The high-speed expansion of downstream logic, storage, power, and three-and-a-half generations has driven high demand for semiconductor equipment, and equipment delivery has been greatly extended. At present, the continuous supply shortage has spread from the equipment side to the upstream parts and components side. After reviewing the purchase of domestic equipment factories, it is possible to Many companies have adopted over-purchasing strategies to ensure equipment delivery. On the whole, the total purchase amount of domestic semiconductor equipment manufacturers in 2021 is about 27.65 billion yuan, compared with 15.3 billion yuan in 2020, an increase of 81% year-on-year, and the procurement demand continues to increase.
Unfortunately, I'm not one of the those people. I understand that US companies that have long histories in China will try their hardest to keep their businesses there. I work for a company that wants to have greater involvement in the Chinese market despite all sort of issues that we run into. And believe me, I've been involved with numerous such projects, so I can speak for the lucrativeness of the Chinese market and the difficulty in accessing it.
And similarly, it's also hard for their clients just move away to Chinese suppliers, because a lot of these relationships take years to build with a lot of dinners, drinks and parties. But if certain US senators are really set on squeezing Chinese semiconductor industry, then they are not going to stop at just work done inside US borders. There are things they can do to put the squeeze on American companies' affiliates in other part of the world. But even if they can't do that, how does Applied Materials or Lam prove they developed close to cutting edge technology without R&D from their main office in America? It seems like any bill they pass would still allow older stuff to get exported. America just wants to ensure it has a clear edge in chip technology over China.
Huawei 14nm was mass produced by smic. Millions of handphone are still using this cpu.
@PopularScience bro some of it are use for Hilisicon 14nm 3D stacking Chips? IF Huawei Shanghai FAB JV with ICRD come on line this year, it may take a while for them to go the 14nm route cause coming from 28nm Planar to 14nm FinFet is a huge jump, IF we follow the news of the Return of the King in 2023 as advertise, maybe the unfinished SMIC 14nm chip is ship to Huawei and they do the package to 3D chiplet, like they previous did with TSMC 5nm, with the deadline fast approaching Huawei advise TSMC to ship all 5nm unfinished chip and from there they do the packaging resulting to Kirin 9006 chips.
Remember the post I made about Huawei Monitor using its owned 45nm chips, well here's the confirmation with the code name Hi373v110.
The said TV Monitor in question...lol
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The said TV Monitor in question...lol
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