Chinese semiconductor industry
- Thread starter Hendrik_2000
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China components manufacturer also supplying AMAT.
Are you kidding me LMAO, ok. I actually know for a fact they are used in semiconductor. Ham Let is literally used by Samsung for their highest requirement ALD application.
You have no idea what you are talking about.
When I say "style" it includes "purity, endurance, precision". I personally have done the analytical work for "purity, endurance, precision " to qualify companies as suppliers, and specified tests at 3rd party labs as well.
Look up SEMI F19, that is the relevant SEMI standard.
I don't know why you think you're being clever when you don't even know the specs or the actual buyers.
Only 200 mm and because many 200 mm fabs are analog fabs with equipment bought from everywhere due to buying used/refurbished equipment. There's a reason why analog fabs are cheap despite low margins: their fixed cost is low. Even brand new 200 mm equipment isn't so expensive
300 mm is too heavy for manual transfer and is full auto. Most 300 fabs are supplier stable because they must have equipment talk to each other for automation.
That list look pretty lazy, just a small portion of the items.
Vacuum fittings, necessary for a lot of equipment
lasers
precision electrical components
mass flow controllers
High precision clean parts:
high performance heat-chemical resistant ceramics and quartz parts
Oil-free dry pumps and molecular pumps
wafer sensors:
Precision motion:
Uprecision
RF matching
AMEC already claims 80% of localization, my guess is that Naura is close enough.
Vacuum fittings, necessary for a lot of equipment
lasers
precision electrical components
mass flow controllers
High precision clean parts:
high performance heat-chemical resistant ceramics and quartz parts
Oil-free dry pumps and molecular pumps
wafer sensors:
Precision motion:
Uprecision
RF matching
AMEC already claims 80% of localization, my guess is that Naura is close enough.
Is a sword of damocles hanging over Western suppliers, if for whatever reason they pull out of the Chinese market, be pretty damn sure that they will never come back.
I was not going to answer but this analysis is wrong. Most economic activities exhibit exponential growth. Thus you need to look at the share of foreign corporations in China's semiconductor manufacturing equipment market. Otherwise, you would reach a conclusion that has nothing to with reality. For example, in a growing market, you could have an increasing market share but you can still have the difference in revenues with your competitors increasing. This is just the nature of exponential growth.
Here you have the red starting at 0.3 and the blue starting at 0.01. The red is experiencing a 15% growth and the blue is experiencing a 30%. At the start, the absolute difference is 0.29 and the ratio is 30. At around x = 20, the absolute difference is ~6 but the ratio is ~2.5. At around x = 27.5, the blue takes over the red.
American companies may be selling equipment, especially in the newer 14-7nm nodes, but the growth of Chinese SME companies is almost exponential, they are doubling their sales every quarter.
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