Chinese semiconductor industry

Status
Not open for further replies.
A

ansy1968

Brigadier
Registered Member
tphuang said:
Nothing against ASML or Dutch government, but if China simply play the role of pushover, then Dutch gov't has no incentive to ever consider China's point of view. If Dutch gov't can sanction China with no impunity, then how can Chinese companies ever trust in Dutch product. For fairness and equal cooperation, there has to be respect on both sides.


But you see that not every country has China's ability to develop alternative. Even for China, we've seen it's very hard for it to develop competent lithography machines. It would be arrogant to think that China will not need anything from outside of China after they develop DUV or even EUV lithography machine.

It's naturally unfair for Western countries to hold economic sanctions over rest of the world. You hear German minister and other European politicians complain that they cannot rely on China for green energy, but never hear them acknowledge that they are effectively hold Chinese semiconductor industry hostage with EUV/DUV. We hear the phrase "economic coercing" by Western media on China all the time, but this is never applied when Western countries are applying sanctions on China. Keep in mind that Europeans still have arms Embargo against China after this many years.

In general, I think it would be a bad idea for China to lock anyone out, but China must also exert some pressure on EU to prevent EU from just applying economic sanctions on China anytime they see fit.

Have we seen any evidence that the Europeans are willing to do a compromise where they guarantee their IC supply chain to China in return for Chinese help in IC and other industries?
Click to expand...
@tphuang Sir its what we called tough love, maybe they want to incentivized the Chinese. ;)
 
T

tokenanalyst

Brigadier
Registered Member
Chinese Academy of Sciences Shenyang Scientific Instrument Co., Ltd.

(hereinafter referred to as "the company") was founded in 1958. The company's headquarters is located in Hunnan District, Shenyang City, Liaoning Province, covering an area of 110 acres and a building area of 35,000 square meters. Over the years, the company has focused on the research and development of high vacuum, ultra-high vacuum, and ultra-clean vacuum technology. It is the research and production base for integrated circuit equipment and vacuum equipment in my country. National Engineering Technology Research Center for Vacuum Instruments and Equipment" and "National Engineering Laboratory for Vacuum Technology and Equipment" and other scientific research platforms.


　　The company is mainly engaged in the research and development, production and sales of dry vacuum pumps, vacuum instruments and equipment, and provides related technical services. The company's products mainly include series of Roots dry pumps, series of scroll dry pumps, large scientific devices, vacuum thin film equipment and new material preparation equipment. The company has undertaken the national "863 Program", "02 Special Program", "National Key R&D Program" and other national-level scientific and technological projects, and has realized the batch application of domestic dry vacuum pumps in the field of integrated circuits through independent research and development innovation, breaking the market in Europe, America and Japan. The long-term monopoly of enterprises on similar products has realized the import substitution of key equipment. The company has long been committed to the R&D and manufacturing of high-end scientific research instruments and equipment, and has contributed to the construction and development of my country's major scientific and technological infrastructure. In the field of vacuum coating, the company has developed a number of technologies such as magnetron sputtering, ion beam sputtering, electron beam evaporation, high temperature vacuum oil-free lubrication, high performance and high stability beam source furnace, and composite coating. Through years of research and innovation, the company has developed the sixth generation molecular beam epitaxy equipment.
　　The company has successively won 6 National Science and Technology Progress Awards, 20 Chinese Academy of Sciences and Provincial and Ministerial Science and Technology Progress Awards, and has 71 patents. Intellectual Property Advantage Enterprise, Liaoning Province Technology Innovation Demonstration Enterprise, Liaoning Province Innovative Small and Medium Enterprise, Liaoning Province Provincial Enterprise Technology Center, etc.

Please, Log in or Register to view URLs content!

1658754843557.png
1658754903202.png
 
T

tokenanalyst

Brigadier
Registered Member

Jinglong Technology's integrated circuit advanced chip advanced test project was launched in Suzhou​


The project was signed and settled in Suzhou in September 2021. According to the news at the time, the project invested 4 billion yuan and will introduce advanced testing product lines of high-end products such as CMOS image sensors, high-end system-level AI chips, radio frequency/wireless chips, automotive-standard autopilot chips, and 5G base station chips to further meet domestic 5G, Market demand for new ICT infrastructure.

Suzhou Industrial Park news, KYEC Group, established in 1987, is a well-known listed semiconductor company in Taiwan, and the world's largest professional testing company for integrated circuits. In July 2002, Jingyuan Electronics Group invested and established Jinglong Technology (Suzhou) Co., Ltd. in Suzhou Industrial Park.

Jinglong Technology is mainly engaged in the high-precision testing of integrated circuits. Its service areas include wafer needle testing, grinding and cutting, die picking and finished product testing. It has developed into one of the largest professional integrated circuit testing factories in China. (Proofreading / Wang Xu)

Please, Log in or Register to view URLs content!
 
T

tokenanalyst

Brigadier
Registered Member
Vacuum capacitors for Semiconductor Manufacturing Equipment.

1658782775137.png

Kunshan GuoLi Electronic Technology Co., Ltd.
Kunshan GuoLi Electronic Technology Co., Ltd.(GLVAC) engages in R&D, manufacturing and selling High Voltage Relays, Vacuum Capacitors, Vacuum Interrupters, DC and AC Contactors, Circuit Breakers, Hydrogen Thyratrons, Magnetrons, Spark Gaps and other vacuum electrical apparatus. These products are mainly used in mining, broadcast communication, new energy (include motor vehicle), metallurgy, power, medical, semiconductor, environmental protection, industry flaw detection, security inspection and other devices. GLVAC is one of the enterprises who take most shares in domestic market.

Please, Log in or Register to view URLs content!
 
X

xypher

Senior Member
Registered Member
european_guy said:
I don't know about "logical and reasonable" because this is very subjective. China and US have both the mentality and the attitude of a superpower, we in Europe just try to survive among big and assertive powers, we have a different mentality. But instead of "logical and reasonable", looking at what is "convenient" for China, I fail to see any advantage for China banning ASML, I see only disadvantages.



Of course there are, and it seems to me they are already in full force since some years now. No need to invent something new here: local firms immediately fill their order backlog as soon as (or even before) have a viable commercial product.



You are right here. To me the best antidote to sanctions is simply to develop an alternative technology. At that point the banning policy will die of natural death, without doing anything fancy or assertive. We can already see this in other equipment different from litho, where banning is already not as effective and the result is that since some time we don't hear of banning anymore. Lithography is the last bastion.
Click to expand...
When I read your posts, it's almost exclusively about how China has to give in to Europeans and continue having their markets open for ASML & the likes. Yet, Europeans ban military exports, EUV, jet engines, and lots of other technologies to China while denying their markets to successful Chinese companies like Huawei. It's time Europe shows some reciprocity and stops hiding behind the sanctions excuse if they wish to cooperate with China. For now, they are displaying open hostility and should be treated as adversaries, hence it is imperative for China to neuter their industries and economies. If any European tech companies threaten the development of the Chinese domestic semiconductor supply chain, then denying them market access is the least China should do.

Europe very much has both mentality and attitude towards world-domination - no one forgot European colonial looters and how Europe continues to desperately cling to that influence, self-inserting itself into the affairs of other countries. One of the major European powers - France - literally continues colonialism in the Francafrique out in the open. Europe is simply content with the current world order with Western whites on top and directly benefits from it. The reason why European countries are more subtle than the US is that they lack the power but the mentality is there - e.g. remember how the EU started whining when they got sanctioned back for their Xinjiang games, they really thought that only they have the right to impose sanctions.
 
Last edited:
T

tokenanalyst

Brigadier
Registered Member

China Semiconductor Equipment Vendors Remain Upbeat On 2H22​


China's semiconductor tools vendors managed to score excellent revenue gains for the first half of 2022 and remain confident about their shipment prospects for the rest of the year, thanks to large orders in hands, according to industry sources.

Advanced Micro-fabrication Equipment (AMEC) has reported its January-June revenues rose 47.1% on year to CNY1.97 billion (US$291.85 million), and orders in hands are valued at CNY3.06 billion, up 62% on the year and close to its 2021 revenues of CNY3.108 billion.
Its peer makers, including Biotech, ACM Research (Shanghai), Kingsemi, Naura Technology, and Hwatsing, have also registered notable revenue increases for the first half of the year, with clear order visibility through the next 6-12 months, the sources said.
The sources continued their development momentum has been bolstered by China-based foundry houses steadily proceeding with capacity expansions despite a significant slowdown in chip demand for consumer electronics devices.
China's top foundry SMIC maintains traditional construction progress for its three new 12-inch wafer fabs in Beijing, Shenzhen, and Shanghai; GTA Semiconductor has disclosed plans to spend over CNY26 billion on 12-inch fab capacity expansion at Shanghai Linking Economic Development Zone; and Hua Hong Semiconductor has also raised CNY18 billion to expand capacity at its Wuxi 12-inch fab, among others.
In the second-quarter 2022 alone, these foundries and other local peers, including Yan Dong Microelectronics Technology and Triton Semiconductor, together registered to purchase a total of 1,930 units of semiconductor processing machines and equipment through open tenders, the sources said, stressing that equipment demand will sustain momentum amid stable capacity expansion paces at China foundries.

Please, Log in or Register to view URLs content!
 
Status
Not open for further replies.
Top