Chinese semiconductor industry

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hvpc

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View attachment 104632
Has this picture from U-Precision IPO document being uploaded here yet? this nm precision movement and measurement system is supposedly used for the DWSI according to the guy posting this. Looks like 4 were delivered in 2020 to 2021. Another 4 were delivered in 2022. They have started low rate production of this and will increase order with customer demand. If this is the case, then they built up to 4 production prototypes in 2022 for delivery to customers (maybe ICRD, SMEE, Huawei and Huahong?)
Could you explain why you infer this to be the immersion stage instead of the dry stage?
 

tokenanalyst

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View attachment 104632
Has this picture from U-Precision IPO document being uploaded here yet? this nm precision movement and measurement system is supposedly used for the DWSI according to the guy posting this. Looks like 4 were delivered in 2020 to 2021. Another 4 were delivered in 2022. They have started low rate production of this and will increase order with customer demand. If this is the case, then they built up to 4 production prototypes in 2022 for delivery to customers (maybe ICRD, SMEE, Huawei and Huahong?)
The 1nm precision match with their statements about the dual maglev stage in their documents of dec. 2021.
 

olalavn

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Interesting to think that China with just 10% of the global foundry revenue share, represented 30% of the revenue of US Applied Materials, KLA, LAM Research and the rest of the semiconductor equipment sells in general. There is a lot of untapped potential there.

View attachment 104629
semiconductor politics, it's not good for the U.S. semiconductor companies in the future...
 

olalavn

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View attachment 104632
Has this picture from U-Precision IPO document being uploaded here yet? this nm precision movement and measurement system is supposedly used for the DWSI according to the guy posting this. Looks like 4 were delivered in 2020 to 2021. Another 4 were delivered in 2022. They have started low rate production of this and will increase order with customer demand. If this is the case, then they built up to 4 production prototypes in 2022 for delivery to customers (maybe ICRD, SMEE, Huawei and Huahong?)
HW前HR.... he has a lot of information in the industry... I love reading his analysis.
 

mmbro

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"It isn’t the clock speed or the gate width of the chips that will determine who dominates the industrial revolution of the twenty-first century, but the design and execution of large-scale systems—civilian as well as military—that employ the chips. China may be two generations behind in its domestic production of semiconductors, but it is ahead of the United States in semiconductor applications to industry. That’s what US policymakers should worry about.

Grandma did it all !!
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tokenanalyst

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NAURA: A variety of new equipment of the company has been applied in the 28nm production line​


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Jiweiwang news (text/Bai Yuxuan) On January 9, NAURA stated on the investor interaction platform that various new equipment of the company have been applied in the 28nm production line.

North Huachuang also revealed that in the field of semiconductor equipment, the company's new research and development of a variety of etching machines, thin film equipment, wet equipment, and furnace tube equipment in 2022 has achieved the expansion of new fields and the application of new processes.

Previously, NAURA won the bid for the procurement project of Fudan University's high-density etching machine and dielectric etching machine. Among them, the high-density etching machine procurement project has a winning bid of 15 million yuan, involving 2 high-density etching machines; the dielectric etching machine procurement project has a winning bid of 10.5 million yuan, involving 1 dielectric etching machine.

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tokenanalyst

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ACM Research new R&D and manufacturing plant.

Recently, the capping ceremony of Shengmei Semiconductor Equipment R&D and Manufacturing Center was held in Shanghai Lingang New Area. Fu Xinhua, first-level inspector of the Municipal Economic and Information Technology Commission, Weng Kaining, vice president of Lingang Group, Xiang Yinan, deputy general manager of Shanghai Science and Technology Venture Capital Group, and Wang Hui, chairman of Shengmei Semiconductor, attended the ceremony and witnessed it together.

Fu Xinhua congratulated Shengmei and thanked the project builders who were fighting on the front line in the cold winter. He pointed out that for a long time, the municipal party committee and the municipal government have maintained strategic focus, laid out and cultivated the development of the integrated circuit equipment industry, and Shengmei Semiconductor has been deeply involved in the continuous growth of Shanghai. Group transformation and development. He said that the Municipal Economic and Information Technology Commission will continue to do a good job in corporate services and policy support, and support the development and growth of integrated circuit companies including Shengmei. The goal of level industrial clusters will be accelerated.

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Shengmei Semiconductor is a leading integrated circuit company in China, and has achieved domestic leading and international advanced in cleaning equipment, electroplating equipment and other fields. Shengmei strives to be among the first echelons of global semiconductor equipment companies. The Shengmei semiconductor equipment R&D and manufacturing center project built in Dongfang Xingang has a construction area of 138,000 square meters and a planned production capacity of more than 600 units per year. It is estimated that the output value will exceed 10 billion after it reaches production Yuan.
 

olalavn

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Chinese firm buys 100% stake in chip startup Cambridge Flusso

Flusso, a Fabless semiconductor company, develops flow sensing technology to measure or regulate the flow of liquids and gases in pipelines.

In terms of applications, Flusso micro flow sensors are used in consumer and industrial products. The company claims its technology is used in servers, gaming PCs, tumble dryers, air purifiers, gas detectors, and ventilators.

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