The published a follow up in SemiConChina 2021, sadly i didn't find it.For completeness of information, this paper was published 2 years ago, on June 2020
The published a follow up in SemiConChina 2021, sadly i didn't find it.For completeness of information, this paper was published 2 years ago, on June 2020
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.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:
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.
Well this company manufacture inspection tools for optical CD measurement and film thickness measurement for 5nm+, 3DNand and Dram. Similar to some KLA tools.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.
I don't know much about optical metrology. That stuff is conceptually amazing and I'm glad to see Chinese companies working on that.Well this company manufacture inspection tools for optical CD measurement and film thickness measurement for 5nm+, 3DNand and Dram. Similar to some KLA tools.
While Dongfang makes CD-SEM tools
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.I don't know much about optical metrology. That stuff is conceptually amazing and I'm glad to see Chinese companies working on that.
Do you know any Chinese company developong mask defect inspection tools like Lasertec in Japan?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.
Also there is a lot of research in the area by Chinese technology institutes.