Chinese semiconductor industry

SMEE's Picometer-level grating patent is exposed! Exposure equipment for processes below 5nm

The patent exposed this time is used to manufacture gratings with an accuracy of picometers (less than 1 nanometer), which means that China has broken through the ultra-high-precision grating technology required by EUV lithography machines, and this equipment can be used for Exposure equipment for 5nm and more advanced process technology.

Han's Laser: SiC ingot laser slicer and SiC ultra-thin wafer laser slicer are undergoing mass production verification​

Han's Laser stated on the investor interactive platform that the company's SiC ingot laser slicer and SiC ultra-thin wafer laser slicer are being verified by customers for mass production. The QCB technology used in the two products can greatly increase the production capacity on the basis of the original traditional wire cutting. Taking the ingot of 2cm thickness to produce wafers with final thicknesses of 350um, 175um and 100um, as an example, the increase rate is 40%. , 120% and 270% capacity.

FairAndUnbiased said:

This isn't really relevant for China. Chinese supply chain timelines are totally different due to different suppliers now.

Swagelok isn't a critical component, multiple companies make

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fittings see

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,

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,

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. Cleaning is often outsourced.

Lithography for chip substrates: lol I wonder why they don't just call this "packaging lithography" because if they did

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there is

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for CMP.

there is AMEC for dry etch and ACM research for

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there is Naura for CVD, Shenyang Piotech for PVD.

all of them are growing 30%+ per year.

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Yes it is relevant to China，as Chinese semiconductor equipment manufactures still heavily rely on imported components.

Making a "Swagelok style compression" means nothing，the key criterias of these precision components is not about the shape，it's about endurance and the degree of precision. You can make a bearing out of a consumer 3D printer，but it is nothing more than a toy despite having the identical structure with real bearing.

The Hangzhou International Science and Technology Center of Zhejiang University has successfully developed a 50mm thick 6-inch silicon carbide single crystal, and the crystal quality has reached the industrial level.

​

tonyget said:

Yes it is relevant to China，as Chinese semiconductor equipment manufactures still heavily rely on imported components.

Making a "Swagelok style compression" means nothing，the key criterias of these precision components is not about the shape，it's about endurance and the degree of precision. You can make a bearing out of a consumer 3D printer，but it is nothing more than a toy despite having the identical structure with real bearing.

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Equipment companies are moving fast to secure their supply chain. As you can see in previous posts in this thread. pretty much everything in that list there is doppelganger in China ready to take a position.

tonyget said:

Yes it is relevant to China，as Chinese semiconductor equipment manufactures still heavily rely on imported components.

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No, it isn't. The silly graphic you posted didn't mention a single Chinese manufacturer despite there being several that have already reached the cutting edge and have significant market share in these fields.

Furthermore, what's your proof that Chinese semiconductor equipment manufactures "still heavily rely on imported components"?

tonyget said:

Making a "Swagelok style compression" means nothing，the key criterias of these precision components is not about the shape，it's about endurance and the degree of precision. You can make a bearing out of a consumer 3D printer，but it is nothing more than a toy despite having the identical structure with real bearing.

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No, it actually means everything. Despite what you might think, there's nothing magical about what Swagelok or any Western company does. Chinese companies can equal if not better all of them.

tonyget said:

Yes it is relevant to China，as Chinese semiconductor equipment manufactures still heavily rely on imported components.

Making a "Swagelok style compression" means nothing，the key criterias of these precision components is not about the shape，it's about endurance and the degree of precision. You can make a bearing out of a consumer 3D printer，but it is nothing more than a toy despite having the identical structure with real bearing.

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This is a silly point. As you get to lower level and smaller subcomponents those particular parts actually get less special, become simpler, and are more reproducible. And ironically the simpler the part the more likely that supply chain is going to reside in China, even if it’s foreign owned. Swagelok is no exception here. What makes some equipment special is the leveraging of particular assemblies of simpler components to do something with higher complexity. In most cases most subcomponents in a specialized piece of equipment are completely substitutable with different vendors, even new entrants. There’s often maybe only 10% of subcomponents in any specialized equipment that are particular and unique and absolutely critical to performance, and most times those unique parts are often either made in-house or are custom manufactured with the equipment maker controlling the design IP, spec, and quality affecting portions of the production techniques. Vendor selection for simpler components like compression fittings is often a business decision made around considerations like delivery times, volumes of purchase, and vendor reputation, and there’s often very little special about the basic capabilities of the parts they deliver. For most of these kinds of parts the vendor is chosen based on some business convenience factors, not engineering performance factors. There’s nothing mysterious about what engineering goes into making things like good compression fittings. Insofar as there are reliability or tolerance differences between vendors for these kinds of simpler parts that’s often a function of the vendor’s production process control or whether they simply have the money to use better production equipment, and with the right resources and business pressures improvement for these simpler subcomponents is pretty straightforward. Those kinds of differences in vendor performance can impact your business costs on the margins but they hardly present vulnerable chokepoints that inhibit you from building and shipping your equipment. The worst that might happen is your substitute vendor has higher failure rates in their parts production when it comes to meeting your tolerance specs so you can only accept say 1 out of 3 instead of 3 out of 4 parts (and to be clear the fail rate numbers I went with here are exaggerated to illustrate a point. The actual differences between competing vendors for these kinds of simpler parts is very very very rarely that significant).

ZeEa5KPul said:

what's your proof that Chinese semiconductor equipment manufactures "still heavily rely on imported components"?

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No problem. Here is the proof

A report regarding components of Chinese semiconductor equipment，just released this month


Below is just some snapshot.

ZeEa5KPul said:

No, it actually means everything. Despite what you might think, there's nothing magical about what Swagelok or any Western company does. Chinese companies can equal if not better all of them.

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There is nothing magical about ASML either，all they doing is apply some basic law of physics to their products right？

Numbers speak louder than rhetoric. The volume of semiconductor equipment import to China is actually increasing not decreasing. Also Chinese gov‘s new semiconductor policies include tariff exemptions for imported semiconductor equipment，why do you think they do that even it is clearly not in favor of Chinese domestic equipment manufactures？

tonyget said:

Numbers speak louder than rhetoric. The volume of semiconductor equipment import to China is actually increasing not decreasing. Also Chinese gov‘s new semiconductor policies include tariff exemptions for imported semiconductor equipment，why do you think they do that even it is clearly not in favor of Chinese domestic equipment manufactures？

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Because the growth of Chinese semiconductor demand is so insanely rapid and the market is already so gargantuan that domestic equipment manufacturers aren't able to keep up even with revenues doubling annually.