Chinese semiconductor industry

China does not need to go 100% domestic. It's just not necessary. It just needs to be domestic enough where any sanctions would be not effective. It also needs to make sure that domestic tool makers have a chance against more established and refined products and services from abroad.

Anyways, good comment here from Paul. Good chance the new restrictions just blocked new orders and not existing ones. That would allow all the orders smic placed with asml to be completed over time hopefully.

American semi companies are complaining about other companies seeing not the same level of restrictions. Lam and amat are crying out loud they got screwed over.

olalavn said:

The first "SMEE lithography machine" of Tongxingda Semiconductor Advanced Packaging Project moved in

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This is SSB500? Interesting to note that it is just 18 million rmb per machine

european_guy said:

2. Try to gain time, gain as much time as possible delaying things. US is pushing to speed up and escalate, China should de-escalate with the aim of gaining time. US has a sense of urgency because is well aware that time is gold here.

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I don't see any way for the Chinese to de-escalate this situation with the US. the Chinese have done nothing except helping their companies to survive. What else the Chinese can do? Let Huawei die? But that can embolden the Hawks to engage full economic war against China.

FairAndUnbiased said:

From known sources previously posted, dry ArF is likely no later than in the customer verification stage, and immersion ArF is no later than in prototype stage. Havoc sometimes has contradictory information, otherwise there's not much coming out from the inside.

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The only confirmation I found come from IMECAS.


plan of the Institute of Microelectronics, breakthroughs have been made in the implementation of the related goals of " 2020 "

5. Complete the 28nm immersion lithography machine exposure light source 10mJ@4KHz engineering prototype and deliver the whole machine for use and 15mJ@6KHz; the deep ultraviolet quasi-continuous wafer detection light source engineering prototype realizes small batch manufacturing.

Looks like they already are using 40W4KHZ DUVi for small batch production by the end of 2021 and the 60W6KHZ is maybe already working by the end of 2022.

More Chinese eda firms doing better.

Huahai Qingke: The company's 3D IC thinning and polishing all-in-one machine has been verified by the client and is expected to achieve small batch shipments this year​

Recently, Huahai Qingke said in an agency survey that the company's thinning and polishing all-in-one machine for the 3D IC field has been sent to the client for verification, and the verification is in good condition. It is expected that this type of product will be realized in small batches in 2023. Shipment. In addition, the company has also expanded the thinning model for the packaging field, which is currently in the verification stage. In terms of technology, the company's thinning equipment can be compared with the high-end models of international competitors.

It further stated that most of the third-generation semiconductors are now 6-inch production lines. The company's Universal-150 series CMP equipment can meet the needs of the third-generation semiconductor production line, and the Universal-200 series CMP equipment is mainly for 8-inch production line customers. Compatible with 6-inch production lines.

In terms of orders, Huahai Qingke said that as the number of the company's customers continues to grow, new orders have increased year-on-year, and it is expected that the order signing situation in 2022 will be relatively optimistic. The company's order signing in 2023 mainly depends on the expansion progress of the customer's production line. The company will actively follow up the customer's expansion plan, further develop the market and customers, and strive for more orders and market share.

tokenanalyst said:

The only confirmation I found come from IMECAS.

View attachment 106520
plan of the Institute of Microelectronics, breakthroughs have been made in the implementation of the related goals of " 2020 "

5. Complete the 28nm immersion lithography machine exposure light source 10mJ@4KHz engineering prototype and deliver the whole machine for use and 15mJ@6KHz; the deep ultraviolet quasi-continuous wafer detection light source engineering prototype realizes small batch manufacturing.

Looks like they already are using 40W4KHZ DUVi for small batch production by the end of 2021 and the 60W6KHZ is maybe already working by the end of 2022.

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Iirc, havok confirmed 60w 6khz light source for the production prototype to be delivered either end of last year or around now.

Once, yandong 65nm line goes into production, I think dry arf should be considered to be in mass production and validated.

tokenanalyst said:

The only confirmation I found come from IMECAS.

View attachment 106520
plan of the Institute of Microelectronics, breakthroughs have been made in the implementation of the related goals of " 2020 "

5. Complete the 28nm immersion lithography machine exposure light source 10mJ@4KHz engineering prototype and deliver the whole machine for use and 15mJ@6KHz; the deep ultraviolet quasi-continuous wafer detection light source engineering prototype realizes small batch manufacturing.

Looks like they already are using 40W4KHZ DUVi for small batch production by the end of 2021 and the 60W6KHZ is maybe already working by the end of 2022.

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it is a new prototype... it has been delivered since Q4/2022....

Guys, slightly off-topic, but isn't it about time to have a new thread? We've got enough pages on this one already.

tphuang said:

BYD semiconductor's Yangzhou fab has started production. If you want to know the salaries of Chinese fab workers. The attached photo shows that. As you can imagine, costs in China is really low

https://twitter.com/i/web/status/1621479341711400961

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6000-9000 RMB for is huge money for the education they're looking for, it's not low cost at all. First line is "初中及以上学历” or "middle school graduate or higher" ....You can only flip burgers with that in the US.