Chinese semiconductor industry

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tokenanalyst

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tonyget said:
I don't use any internet rumors as bases to judge the progress of Chinese semi equipment，I only use publicly available informations to make conclusion. From which I can see the huge progress being made in all but lithography machines

There are three main channels/sources of semi equipment progress related info

1） Public bidding info
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Difficult in the testing-validation phase
tonyget said:
2） Regular infors released by public companies，sells figure/order status/research progress
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Patents, research papers, Chinese universities are very involve with Chinese companies in the lithography project.

tonyget said:
3） Occasional info released by fabs，such as new equipment move in ceremony
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Usually Chinese equipment companies state they are selling but never reveal the name of the fab or who is validating the tool. The costumer is just refered as the "costumer"
tonyget said:
I can not find domestic lithography machines related infos in any of these three channels
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PA
 
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antiterror13

Brigadier
tonyget said:
I don't use any internet rumors as bases to judge the progress of Chinese semi equipment，I only use publicly available informations to make conclusion. From which I can see the huge progress being made in all but lithography machines

There are three main channels/sources of semi equipment progress related info

1） Public bidding info

2） Regular infors released by public companies，sells figure/order status/research progress

3） Occasional info released by fabs，such as new equipment move in ceremony

I can not find domestic lithography machines related infos in any of these three channels
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That is your choice and I have no problem at all. But it doesn't mean most of us share or agree with your choice/share
 
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latenlazy

Brigadier
tonyget said:
I don't use any internet rumors as bases to judge the progress of Chinese semi equipment，I only use publicly available informations to make conclusion. From which I can see the huge progress being made in all but lithography machines

There are three main channels/sources of semi equipment progress related info

1） Public bidding info

2） Regular infors released by public companies，sells figure/order status/research progress

3） Occasional info released by fabs，such as new equipment move in ceremony

I can not find domestic lithography machines related infos in any of these three channels
Click to expand...
Lagging indicators, especially when Chinese industry is already so opaque given that not all suppliers have public reporting requirements. These kinds of indicators can confirm what is present but don’t confirm what isn’t.
 
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Topazchen

Junior Member
Registered Member
tonyget said:
I don't use any internet rumors as bases to judge the progress of Chinese semi equipment，I only use publicly available informations to make conclusion. From which I can see the huge progress being made in all but lithography machines

There are three main channels/sources of semi equipment progress related info

1） Public bidding info

2） Regular infors released by public companies，sells figure/order status/research progress

3） Occasional info released by fabs，such as new equipment move in ceremony

I can not find domestic lithography machines related infos in any of these three channels
Click to expand...
I'd love to see your judging criteria for China's super computing efforts
 
hullopilllw

hullopilllw

Junior Member
Registered Member
tokenanalyst said:
If they can't sell their best chips to China because the US and China can and accelerate the making legacy chips on their own, of course they should be worry. This shouldn't be a surprise. Is ridiculous. Between giant beasts, ants get crushed.
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Making it worst is the increasing pressure from US to move their newest node fab all to US.
 
PopularScience

PopularScience

Junior Member
Registered Member
tonyget said:
I don't use any internet rumors as bases to judge the progress of Chinese semi equipment，I only use publicly available informations to make conclusion. From which I can see the huge progress being made in all but lithography machines

There are three main channels/sources of semi equipment progress related info

1） Public bidding info

2） Regular infors released by public companies，sells figure/order status/research progress

3） Occasional info released by fabs，such as new equipment move in ceremony

I can not find domestic lithography machines related infos in any of these three channels
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1. The former minister publicly stated that 28 nm DUV had been built.
2. We know that there are several units in ICRD being verified.
3. Yandong Semi ordered 65 nm DUV.
4. SMIC Jingcheng didn't order any DUV from ASML. (I remember I read somewhere)

if you read the IPO document of huazhuojingke, they sent 4 units of double stage component to SMEE last year and received dozens of new order of double stage component.
 
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tonyget

Senior Member
Registered Member
PopularScience said:
1. The former minister publicly stated that 28 nm DUV had been built.
2. We know that there are several units in ICRD being verified.
3. Yandong Semi ordered 65 nm DUV.
4. SMIC Jingcheng didn't order any DUV from ASML. (I remember I read somewhere)
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None of these tells anything about the progress，it's all speculation. I know ICRD has been verifying domestic equipments for a while，and the result can be seen in all kind of equipments but lithography machine.

PopularScience said:
if you read the IPO document of huazhuojingke, they sent 4 units of double stage component to SMEE last year and received dozens of new order of double stage component.
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I didn't even want to mention this，but since you brought it up，fine，let's take a look:

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However, judging from the prospectus of Huazhuo Jingke, the operating income of the company's lithography machine double workpiece table in 2017 and 2018 was 15.2137 million yuan and 7.95 million yuan respectively, which accounted for a relatively small proportion of the overall operating income. In 2019, there was no realize any revenue. This also means that in 2019, Huazhuo Jingke did not successfully mass-produce and ship double-workpieces for lithography machines.

16269522714222.png
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See it？Huazhuo Jingke didn't ship any double stage component in 2019. And guess what？This company is delisted from Shanghai stock exchange market now，that just tells you that Huazhuo is not in a good shape.
 
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