@tinrobert "AMEC is developing a high aspect ratio etcher and staircase etcher for 128-layer 3D NAND manufacturing at YMTC."
Chinese semiconductor industry
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@tinrobert "AMEC is developing a high aspect ratio etcher and staircase etcher for 128-layer 3D NAND manufacturing at YMTC."
Thanks for the info!
This equipment is for deposition, for etching I guess is AMEC.
Long term TSMC or becomes American (maybe Intel buys a share of it like Western Digital in Kioxa) and Taiwan becomes like Japan, a US satellite province, or TSMC becomes Chinese through Taiwan reunification although at the moment the first scenario is more likely. For instance see Pelosi's trip: US always doubles down when someone asks them not to do something. For their hegemonic mentality they want to be the only one that can tell others what not to do, but nobody can tell them.
I agree TSMC is at his best now, in the future they will certainly lose the dominant position due to both US and Chinese companies that are investing big now just for this target: TSMC will first lose to Intel, then (in the long term, say 10-15 years from now) to SMIC. Without banning on EUV it would have been even sooner.
CNC for lithography machine's lens
产品名称：光刻机投影物镜零件超精密磨床ULTRA 700VG CNC
应用领域：光刻机、集成电路、光学等领域超精密关键元器件表面超精密纳米磨削。
技术亮点：（1）Z轴自研制的全封闭液体静压导轨，具有优异的运动精度，极好的减震性能，“零摩擦”无爬行，重复定位精度可达±0.1μm；（2）液体静压回转工作台轴向跳动（直径500mm处测量）0.2μm；(3)Z轴进给可执行单脉冲位移量0.1μm；(4)X轴直线度≤0.1μm/100mm，≤0.3μm/350mm；(5)Z轴直线度≤0.1μm/100mm，≤0.2μm/250mm；(6)X轴与工作台平行度≤0.2μm/350mm；(7)Z轴与工作台平行度≤0.2μm/250mm。
产品名称：光刻机投影物镜零件超精密磨床ULTRA 700VG CNC
应用领域：光刻机、集成电路、光学等领域超精密关键元器件表面超精密纳米磨削。
技术亮点：（1）Z轴自研制的全封闭液体静压导轨，具有优异的运动精度，极好的减震性能，“零摩擦”无爬行，重复定位精度可达±0.1μm；（2）液体静压回转工作台轴向跳动（直径500mm处测量）0.2μm；(3)Z轴进给可执行单脉冲位移量0.1μm；(4)X轴直线度≤0.1μm/100mm，≤0.3μm/350mm；(5)Z轴直线度≤0.1μm/100mm，≤0.2μm/250mm；(6)X轴与工作台平行度≤0.2μm/350mm；(7)Z轴与工作台平行度≤0.2μm/250mm。
What metric is used to compare who wins/loses? Overall revenue? Revenue from foundry business? Technical capability? Or just plain wafer capacity? Or profit margin?
I think the technical capability + capacity indices gap between tsmc and competition will actually grow bigger in the next few years. tsmc’s expansion plan in the most advanced nodes is higher than its closest competition. tsmc has not peaked yet.
I think they confused Taiwan with the US. Because the irony is outstanding. LOL.
China Micro's 5nm etching machine plans to ship TSMC's US factory in the second half of the year
Jiwei.com, according to Shangguan News, the etching machine manufactured by China Micro Semiconductor Equipment (Shanghai) Co., Ltd. will be shipped to TSMC's US factory in the second half of this year for 5nm process chip production.
The report shows that Zhongwei Company, located in the Jinqiao Comprehensive Bonded Zone, insisted on closed-loop production during the current round of Shanghai epidemic, and the company's operations continued to make new breakthroughs. In the closed-loop production, the company's raw material import needs were also greatly assisted by Pudong Customs, and the customs guided Zhongwei. The company handles online declarations through channels such as "single window", "Internet + customs", and releases the goods immediately after the appearance inspection at the port, and the goods are unpacked and inspected in the enterprise's clean room. The customs clearance has changed from the previous two weeks to two or three days.
The report also revealed that Anji Microelectronics Technology (Shanghai) Co., Ltd., which is also located in the Comprehensive Bonded Zone, also received strong help from Pudong Customs, making Anji Technology the first “bonded R&D” pilot in each comprehensive bonded zone in Shanghai. The cost of the company is greatly saved, which in turn feeds back research and development, and the progress of the company's chemical mechanical polishing liquid 7-10 nanometer research and development project has been greatly accelerated
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