Chinese semiconductor industry

Status
Not open for further replies.

sunnymaxi

Major
Registered Member
Please, Log in or Register to view URLs content!

Jiangsu Nata Opto-Electronic Material’s shares surged as much as 14 percent this morning on the news that the high-purity electronic material maker’s self-developed photoresist, which is a key raw material used to manufacture high-end chips, has passed customer assessments, paving the way to end the monopoly held by foreign players.

Suzhou, Jiangsu province-based Nata Opto-Electronic’s shares [SHE:300346] were trading up 11.35 percent at CNY36.99 (USD5.65) at 2 p.m. China time. They earlier had reached CNY38.01.

Its ArF photoresist, which is a light-sensitive material used to form a patterned coating on a surface, is the first domestic photoresist product to obtain such a certification, the company said yesterday. Until now, China has relied entirely on imports of the material.

Clients, who were not named, tested the material on 50-nanometer flash memory process technology. The product met the necessary specifications and the yield reached the required standards, it added.

ArF photoresist plays a protective role against corrosion during the lithography of integrated circuits and it needs to be of high quality. The material can be applied in 90-nm, 14-nm and even 7-nm technology nodes. It can be used to make a wide range of semiconductors, including logic chips, artificial intelligence chips, fifth-generation wireless network chips, large-capacity memory chips and cloud computing chips, the firm said.

Nata Opto-Electronic has invested CNY656 million (USD100.2 million) in the research and development of its own photoresist products. It is aiming to produce 25 tons of ArF photoresist by the end of next year from its plant in Ningbo.
 

tphuang

Lieutenant General
Staff member
Super Moderator
VIP Professional
Registered Member
Havok: 嗯,在装修中。国望基地主要生产1.35NA浸没式的镜头,达产约15~20套每年。

DUVi production rate will be 20 per year.
I believe that was the news from June of 2022. If plant completes by middle of the year, then we could see them ramping up to 15 to 20 for 2024. Havok seems cautious with his answers and doesn't want to jump the gun on when DUVi validation might finish, but I think one year is reasonable estimate. Of course, middle of 2024 isn't out of the realm of possibilities. I think it also depends on what the Dutch/Japanese gov't chose to do. If there is really a lack of supply, then they might rush the process.

But I think once you get the first generation DUVi working properly, the second generation for 14/7 nm node should come through a lot quicker. Seems like the main issue is the grating inferometer. 2025 for that would be reasonable imo.

长春国科精密还有一个厂,现在的干式光刻机的镜头都是那里生产的。大概一年5套左右。
hmm, they need to step up on this. 5 Arf dry scanner a year seems like too little.
 

european_guy

Junior Member
Registered Member
Havok: 嗯,在装修中。国望基地主要生产1.35NA浸没式的镜头,达产约15~20套每年。

DUVi production rate will be 20 per year.

20 per year starts to sound like actual volume production...and is also very compatible with long-term presence of ASML in China.

Even 40 machines/year would not be a big issue for ASML in Chinese market, while at the same time relieves some geopolitical pressure from the Dutch manufacturer.

What is an issue for ASML is keeping the banning on EUV in the long term. In 4/5 years time China will be close to EUV comercialization, at that point ASML really needs to sell EUV machines in China.
 

dropout003

New Member
Registered Member
Please, Log in or Register to view URLs content!

Jiangsu Nata Opto-Electronic Material’s shares surged as much as 14 percent this morning on the news that the high-purity electronic material maker’s self-developed photoresist, which is a key raw material used to manufacture high-end chips, has passed customer assessments, paving the way to end the monopoly held by foreign players.

Suzhou, Jiangsu province-based Nata Opto-Electronic’s shares [SHE:300346] were trading up 11.35 percent at CNY36.99 (USD5.65) at 2 p.m. China time. They earlier had reached CNY38.01.

Its ArF photoresist, which is a light-sensitive material used to form a patterned coating on a surface, is the first domestic photoresist product to obtain such a certification, the company said yesterday. Until now, China has relied entirely on imports of the material.

Clients, who were not named, tested the material on 50-nanometer flash memory process technology. The product met the necessary specifications and the yield reached the required standards, it added.

ArF photoresist plays a protective role against corrosion during the lithography of integrated circuits and it needs to be of high quality. The material can be applied in 90-nm, 14-nm and even 7-nm technology nodes. It can be used to make a wide range of semiconductors, including logic chips, artificial intelligence chips, fifth-generation wireless network chips, large-capacity memory chips and cloud computing chips, the firm said.

Nata Opto-Electronic has invested CNY656 million (USD100.2 million) in the research and development of its own photoresist products. It is aiming to produce 25 tons of ArF photoresist by the end of next year from its plant in Ningbo.
1672677166639.png
 

hvpc

Junior Member
Registered Member
Below is benchmark of WW foundries before the US BIS‘s additional sanctions. The trend is consistent with the past where smaller players tend to be impacted by cooling of market more than the dominant players. Huahong group is the only one that sort of bucks the trend by achieving double digit Q/Q growth (from more wafer capacity that came online in Q2 translating to more wafer shipped in Q3).

Chinese foundries WW share decreased slightly to 9.6% in Q3 from 10.1%. We’ll know in about two months if the short term market weakness and the US BIS action and their impact on Chinese foundries relative to their peers.
1ACCD04A-1EF6-4CE1-AC59-272EFDA4F59B.jpeg

Please, Log in or Register to view URLs content!
 

tokenanalyst

Brigadier
Registered Member
Why is there complete radio silence on this issue now? I believe there is a domestic program to build a 28nm DUV machine and I believe it will succeed. But i doubt the very optimistic timetable that they can deliver on it last year or even this year.
I wont say complete radio silence, I would said officially radio silence. There is a lot in the wild, companies and R&D institutions publish patents and some research progress on the multiple components. But Is clearly that after they were put in the blacklist the when silence.
1672686600101.png
 

latenlazy

Brigadier
I believe that was the news from June of 2022. If plant completes by middle of the year, then we could see them ramping up to 15 to 20 for 2024. Havok seems cautious with his answers and doesn't want to jump the gun on when DUVi validation might finish, but I think one year is reasonable estimate. Of course, middle of 2024 isn't out of the realm of possibilities. I think it also depends on what the Dutch/Japanese gov't chose to do. If there is really a lack of supply, then they might rush the process.

But I think once you get the first generation DUVi working properly, the second generation for 14/7 nm node should come through a lot quicker. Seems like the main issue is the grating inferometer. 2025 for that would be reasonable imo.


hmm, they need to step up on this. 5 Arf dry scanner a year seems like too little.
Grating interferometer integration shouldn’t take that long. Usual R&D cycles don’t wait for production to mature before starting on next product iteration. 2024 is also probably more conservative than the actual production pace. Validation (different from verification) can’t happen without process integration. Sometimes mass production starts before validation is completed if confidence for the equipment is high.
 
Status
Not open for further replies.
Top