Chinese semiconductor industry

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PopularScience

PopularScience

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tonyget said:
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.



I didn't even want to mention this，but since you brought it up，fine，let's take a look:

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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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there is a video for no 1. you are blind if you ignore this.

no.4. Maybe you should look at year 2022.
 
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tonyget

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PopularScience said:
you see the amount
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I see the amount much smaller than Naura's etching machines，that should tell you what kind of lithography machine it is. Because front end lithography machine is suppose to be much more expensive than etching machines. It is most likely back-end lithography machine，which SMEE sells alot
 
PopularScience

PopularScience

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tonyget said:
I see the amount much smaller than Naura's etching machines，that should tell you what kind of lithography machine it is. Because front end lithography machine is suppose to much more expensive than etching machines. It is most likely back-end lithography machine，which SMEE sells alot
Click to expand...
yandong 12-inch fab is fully domestic line operating at 65nm. Do you think they will buy 100nm machine for that?
 
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seemlay10

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Based on the several posts regarding the newly added blacklisted companies by Americans,
it looks like CXMT is excluded from the sanction. Right?
If that being the case, CXMT can not make 14nm DRAM chips anymore because Americans does not allow manufacturing tools intended for 14nm and the below...
I am deeply worried about the future of CXMT......
 
PopularScience

PopularScience

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tonyget said:
I see the amount much smaller than Naura's etching machines，that should tell you what kind of lithography machine it is. Because front end lithography machine is suppose to be much more expensive than etching machines. It is most likely back-end lithography machine，which SMEE sells alot
Click to expand...
200 million rmb (30 million usd) is not small amount.
 
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