Never underestimate companies will to make money, Ferrotec has invested so much in the Chinese market, building manufacturing facilities, R&D and so on that if you split the company in two, one Chinese and the other for the rest of the world, will be no surprise to anyone that the Chinese one will be the bigger one.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Looks quite similar to the one in this research paper
Ultra-Precision Space Separation Heterodyne Littrow Plane Grating Encoder Displacement Measurement System
- Ultra-precision spatial-separated heterodyne Littrow grid encoder displacement measurement system
- Wang Leijie ， Guo Ziwen ， Ye Weinan , Zhang Ming , Zhu Yu
- Optical Precision Engineering Volume 30 Issue 5 , 2022 Page: 499-509
- DOI: CLC number: TH741;TP274
- Paper publication date: 2022-03-10 ,
Received date: 2021-08-25 ,
Date of revision: 2021-09-24
Ferrotec is an interesting company. They do business with everyone, including in regions of China's that you wouldn't think of like Ningxia, and even have branches in Russia.
I think it's more than that. Western suppliers leave Chinese market, then the Chinese suppliers will eventually have the whole market to themselves and have all the R&D resources needed to be competitive and cheap. And now the Western suppliers will have full fledging competitors in the international market. That's also a geopolitical disaster for the West and a boon for China, since China can go around non-Western countries and help those countries build up fabs while selling equipments to them. We've already seen this in many other industries. The China hawks in DC are not just hurting American companies, but all Western companies!
That's why I think you are seeing ASML selling this many machines to China. They are trying to prevent SMEE from taking off or at least to keep a certain dominating market share in the Chinese market. Once SMEE or CETC products catch fire, they will no longer have monopoly in the market.
I wonder if they will talk some sense into the Dutch gov't and get license to export EUV machines to China before 2025. I'd put that as very unlikely, but who knows.
I'll be frank... domestic companies, Japan is trying to swallow it... and the US is looking to import cheap semiconductors and equipment from China... EU companies will be the losers.. EU are useful idiots..
For companies their best competitor is the one who doesn't exist. And even better when you rely on a business model base on monopoly. It's doesn't matter how small their revenue looks like or how small their market share is or how far away their technology seems to be. If they are trying to do the same as you company, they are a clear present danger.
Pretty good, authoritative article
Anhui Chunyuan Coating has been invested by the National Small and Medium Enterprise Development Fund, and has been deeply engaged in the field of vacuum coating
According to Weibo news, recently, the National Small and Medium Enterprise Development Fund Co., Ltd. and the Small and Medium Enterprise Development Fund Tongchuang (Hefei) Partnership (Limited Partnership) completed the joint venture of Anhui Chunyuan Coating Technology Co., Ltd. (hereinafter referred to as "Chunyuan Coating"). invest.
It is reported that Pure Source Coating was founded in 2014 by a Singaporean entrepreneurial team, mainly engaged in the design, research and development, manufacturing, sales, after-sales service and coating production services of vacuum coating equipment. We master international advanced technology in vacuum coating application fields such as sputtering, multi-arc ion plating, and ion beam etching cleaning, and have a number of invention patents.
In May of this year, Pure Source Coating announced that the company has successfully developed the "RIE250I ion etching equipment", which adopts the IONBEAM ion beam cleaning method and is mainly used for the stripping service of diamond-like carbon coatings.
The foundation stone was laid for Honghao Semiconductor Equipment Base
The foundation stone was laid for the Honghao Semiconductor Equipment Base located in Nanhai Electronic Information Industrial Park, Foshan. It is planned to build semiconductor equipment, semiconductor precision processing plants, R&D and laboratories to strengthen the chain of the semiconductor industry in Lishui Town and help Nanhai District. Build an important base and gathering area for semiconductor manufacturing in the Guangdong-Hong Kong-Macao Greater Bay Area.
Honghao Semiconductor Equipment Base planning renderings.
The foundation-laying Honghao Semiconductor Equipment Base covers an area of 34,000 square meters, with a total investment of 2 billion yuan, of which the investment in fixed assets is 1.2 billion yuan. As another "strong general" of the Nanhai Electronic Information Industrial Park, it will focus on semiconductor equipment manufacturing. The core business is to build a 28-nanometer semiconductor equipment experimental line, an advanced packaging (2.5D/3D) equipment experimental line, a perovskite photovoltaic equipment experimental line, a 28-nanometer Parts Cleaner production line, and a semiconductor precision processing production line. The fourth year after the project is put into operation, it is estimated that the annual tax revenue will reach 130 million yuan, and the annual output value will exceed 2 billion yuan.
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