Chinese semiconductor industry

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FairAndUnbiased

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Well my view on this maybe is a bit controversial, but I hope rational.

For Japan semiconductor equipment industry the writing is on the wall. They can't out compete China, and very soon China technology will reach their level and all the rest (market size, customers, price, financial support, etc..) will be in China favor.

So for Japan future the best outcome would be IMO to completely decouple semiconductor equipment market: they will give up on China market but they will keep all the other Western big part of the market and have the advantage of no Chinese competition there. BTW US is of course actively mulling on this idea:

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For Europe, and specifically for ASML, we are still in a different scenario because China is still far away (I hope nobody get upset for this statement) from state-of-the-art, and also from non state of the art: China solutions are still in developing / testing phase, that for me ends when such a complex machine enters in volume production and works for at least the first 6 months.

So for Europe the best policy at the moment would be to prevent China to develop and gain market share on lithography, and the standard way to achieve this, under normal market condition, would be for ASML to sell as much as it can in China, even with dumping conditions, so to not allow any competitor to gain any customer. When all the customers use your product and your product is considered safe and open to buy, then for your competitors is very hard. This is the policy that ASML wanted to pursue, but we all know how it ended up, unfortunately.






Japan can't go at it alone. In western markets they compete with AMAT, LAM, KLA and ASML. Westerners will always choose western over Japanese all else being equal, only when there is a gigantic advantage to choosing Japanese will they choose Japanese.

Lithography:

Nikon is outright worse than ASML, Canon competes more with SMEE

Etch/deposition:

AMAT and LAM compete with TEL (this is the most even) but TEL is dependent on the Chinese market and compete there with NAURA and AMEC.

Inspection: tons of tools here, let's talk CD SEM. Chinese companies weakest here (only Dongfang Jingyuan for CD SEM) but Japanese companies aren't all that much better, as Hitachi is still behind KLA.
 

tokenanalyst

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Inspection: tons of tools here, let's talk CD SEM. Chinese companies weakest here (only Dongfang Jingyuan for CD SEM) but Japanese companies aren't all that much better, as Hitachi is still behind KLA.
Well this company manufacture inspection tools for optical CD measurement and film thickness measurement for 5nm+, 3DNand and Dram. Similar to some KLA tools.

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While Dongfang makes CD-SEM tools

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tokenanalyst

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Well this company manufacture inspection tools for optical CD measurement and film thickness measurement for 5nm+, 3DNand and Dram. Similar to some KLA tools.

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While Dongfang makes CD-SEM tools

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This are the other guys making metrology and inspection tools in China, optical and X-Ray

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tokenanalyst

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Ruili shines again, and optical film thickness measurement equipment is shipped to many customers again

In December , at the end of the year, Ruili shines again, and the optical film thickness measurement equipment has been shipped to many customers again, drawing a successful end to 2021 . On the road of localization of measuring equipment, it has given full play to its role as a leader.

12 -inch film thickness measurement equipment -TFX3000P- shipping Jiangsu customers

12 -inch film thickness measurement equipment -TFX4000E- Shipment to Beijing customers

8 -inch film thickness measurement equipment -TFX3200- Shipment to Hunan customers

12 -inch film thickness measurement equipment -TFX4000i- Shipment to Shanghai customers​


Reli Scientific Instruments (Shanghai) Co., Ltd. was established in 2005 and is located in Zhangjiang Hi-Tech Park. The company brings together many technical experts at home and abroad, and has strong research and development strength. Through the unremitting efforts of all employees, Ruili's products have been successfully industrialized, and they are widely used in integrated circuit chip manufacturing, LED and other fields and have a considerable market share. , and also actively explore new application markets such as compounds and third-generation semiconductors, OLEDs , and optical communications.

At present, Rayleigh's film thickness measurement, defect detection and optical critical dimension measurement equipment has been adopted by nearly 20 front-end semiconductor wafer manufacturing customers in China, with a total of more than 30 units shipped, and they are used in different production processes and production lines. It has passed the verification of mass

Ruili will, as always, improve product quality, expand product applications, improve service quality, and provide customers with more advanced equipment and more comprehensive process solutions.

Looks like they are selling some tools.

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FairAndUnbiased

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Well this company manufacture inspection tools for optical CD measurement and film thickness measurement for 5nm+, 3DNand and Dram. Similar to some KLA tools.

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While Dongfang makes CD-SEM tools

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I don't know much about optical metrology. That stuff is conceptually amazing and I'm glad to see Chinese companies working on that.
 

tokenanalyst

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I don't know much about optical metrology. That stuff is conceptually amazing and I'm glad to see Chinese companies working on that.
I haven't see a lot software process simulation tools, yield analysis and data analytics tools. this company Semitronix has some products but that is an area were KLA really shines.

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Also there is a lot of research in the area by Chinese technology institutes.
 

Alb

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I haven't see a lot software process simulation tools, yield analysis and data analytics tools. this company Semitronix has some products but that is an area were KLA really shines.

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Also there is a lot of research in the area by Chinese technology institutes.
Do you know any Chinese company developong mask defect inspection tools like Lasertec in Japan?
 
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