45 wet processing equipments of China Electric Power Co., Ltd. have entered the mainstream 8-inch chip production line in China
Recently, the double 8-inch full-line automatic wet process equipment developed by the 45th China Electric Power Research Institute (hereinafter referred to as the 45th Institute) has entered the domestic mainstream FAB factory. The entire line of equipment meets the 8-inch 90nm-130nm process node, and is suitable for wet chemical processes in the 8-12-inch BCD chip process.
Wafer size and process line width represent the technological level of wet process equipment. The entire line of equipment developed by 45 meets the operation standard of 8-inch mainstream FAB factory wet process equipment, with a high degree of automation and high system integration, covering 8-inch BCD chips. The wet chemical process in the process realizes fully automatic wet degumming, wet etching, wet metal etching, RCA cleaning, Marangoni drying and other processes.
Equipment is the cornerstone of the semiconductor industry. According to SEMI statistics, global semiconductor manufacturing equipment sales in 2021 will reach a record high of US$102.6 billion, a year-on-year increase of 44%. Driven by the global expansion of chip production, fab equipment spending will continue to increase, and the global market is expected to reach $117.5 billion in 2022 and $120.8 billion in 2023.
The strong market demand has brought development opportunities for local semiconductor equipment companies. Jing Cui, chairman and secretary of the party committee of China Electronics Technology Electronic Equipment Group Co., Ltd., said that based on the characteristics of the semiconductor equipment industry "technology-intensive, talent-intensive, capital-intensive, and long return period", domestic advanced equipment enterprises have formed a "R&D first, industrial Follow-up, financial support" development model, and has the following three characteristics:
First, the semiconductor equipment industry is highly concentrated. According to the statistics of China Electronic Special Equipment Industry Association, the sales revenue of the top ten domestic semiconductor equipment companies accounts for 80% of the total sales revenue of domestic equipment companies. Equipment leading enterprises and manufacturing leading enterprises have in-depth cooperation in process and equipment development, and constantly strengthen the status of leading enterprises.
The second is the continuous enrichment of domestic semiconductor equipment subdivision varieties, gradually entering the stage of industrialization substitution. For example, Beijing Shuoke Zhongkexin Co., Ltd. has achieved independent innovation and development of a full range of ion implanters for special applications such as medium-beam, large-beam, high-energy and third-generation semiconductors, and the process segment covers 28nm.
Third, the capital market is increasingly supporting the technological innovation and industrialization of semiconductor equipment. Since 2019, many companies have used the Science and Technology Innovation Board to quickly achieve IPO listing, raise funds, accelerate scientific research investment, and further accelerate industrialization.