Interesting，he says lithography machine restrictions is the key but didn't mention about metrology. Does that mean our previously concern regarding US metrology equipment is overblown？Or YMTC will revitalize once new 28nm SMEE machine matures？
Chinese semiconductor industry
- Thread starter Hendrik_2000
- Start date
- Status
Interesting，he says lithography machine restrictions is the key but didn't mention about metrology. Does that mean our previously concern regarding US metrology equipment is overblown？Or YMTC will revitalize once new 28nm SMEE machine matures？
Beijing Semicore large-beam ion implanter delivered.
On February 15, Beijing Semicore moved in the first high-beam ion implanter this year in a well-known domestic integrated circuit production line.
This equipment is a concentrated expression of the latest achievements in the engineering of large-beam ion implanters. Based on the performance of the original equipment, a number of core parameters of the machine have been optimized. The comprehensive WPH has achieved benchmarking with international advanced machines.
On January 9, Beijing Semicore announced that a total of 11 new machines were signed at the beginning of the year, and the total contract value exceeded 200 million yuan.
In August 2022, Beijing Semicore's fourth medium-beam ion implanter was successfully Move-in in an integrated circuit production line; in September of the same year, Beijing Semicore medium-beam ion implanter was successfully delivered.
On February 15, Beijing Semicore moved in the first high-beam ion implanter this year in a well-known domestic integrated circuit production line.
This equipment is a concentrated expression of the latest achievements in the engineering of large-beam ion implanters. Based on the performance of the original equipment, a number of core parameters of the machine have been optimized. The comprehensive WPH has achieved benchmarking with international advanced machines.
On January 9, Beijing Semicore announced that a total of 11 new machines were signed at the beginning of the year, and the total contract value exceeded 200 million yuan.
In August 2022, Beijing Semicore's fourth medium-beam ion implanter was successfully Move-in in an integrated circuit production line; in September of the same year, Beijing Semicore medium-beam ion implanter was successfully delivered.
This kind of first-hand info from equipment manufacturers is very sensible and valuable in a sea of rumors like the one we usually dive.
"The proportion of the United States is less than 10%, how much is it now? ....the overall proportion of U.S. components has decreased"
For some reason US has still not attacked Chinese SME, but is only a question of when, not if. So it is high priority for them to get rid of anything from US and totally de-americanize their products.
Chinese equipment companies have a double target: to de-americanize their product while at the same time improve the specs and reliability...and do it fast. Really a tough job!
If I had to guess. He is saying that they may not be willing to order other equipments if lithography machines are restricted.
It definitely seems like they are trying to cut American components, but a lot of these components can probably be used in so many machines and sourced from third parties that they don't feel they are at risk.
Alright, new rules will take months to implement and not limited to lithography machines. China better get those deliveries sped up then.
Jingsheng Electromechanical: The company's crystal growth equipment can use granular silicon as the raw material for crystal growth
According to news from Jiwei.com, recently, an investor asked a question on the investor interaction platform: According to news reports, GCL Technology has successfully used granular silicon and ccz crystal furnaces to pull out ultra-long monocrystalline silicon rods. Does the company participate in this project, ccz crystal furnaces? Is there any substitution relationship for the company's traditional advantage rcz crystal furnace?
Jingsheng Electromechanical stated on the investor interaction platform on February 14 that the company did not participate in the project. The company's crystal growth equipment can use granular silicon as a raw material for growing crystals.
In addition, some investors asked: Does Jingsheng Electromechanical have technical reserves for perovskite batteries, is there any corresponding equipment for sale in the market, and what is the proportion of revenue?
Jingsheng Electromechanical stated on the investor interaction platform on February 14 that the equipment currently being sold by the company does not involve perovskite products. The company attaches great importance to research and development and the development of new products and technologies, and actively pays attention to the development of various new technologies and new routes in the battery link.
Looks like Semicore is going to become the commercial branch of CETC for selling their equipment products to the domestic market. Maybe they hadn't updated their product page.
new production base from Shanghai Sinyang with 580m RMB investment
On top of that, 10k ton of photoresist thinners.
5000 tons of high selective ratio titanium nitride etching solution
15k tons of Dry etching cleaning solution series products.
To start production by 2026 producing 500t of I-line, KrF, Arf dry/Arfi photoresist a year! That's a lot. IIRC, someone posted a photo where their current capacity is 51t a year
On top of that, 10k ton of photoresist thinners.
5000 tons of high selective ratio titanium nitride etching solution
15k tons of Dry etching cleaning solution series products.
Huahong reported on their Q4 numbers yesterday
utilization was again over 100%
Unlike SMIC, profit & margins are both up (margin 38.2%). Revenue flat vs Q3.
so looks like memory chips, discrete devices, analog and power management are all doing well.
anticipating $630 million in revenue in Q1 with margin of 32 to 34%. So they are doing better than SMIC in both department.
wuxi 12-inch fab reached 65k wpm in 2022 and will steadily increase to 95k this year. New factory will start construction this year and plan to do more advanced nodes.
utilization was again over 100%
Uhh yes. I believe I’ve mentioned before that the best metrology is not absolutely critical. You can make do with less advanced metrology. It’s more inefficient for your fabrication process but it’s not an absolute bottleneck. Metrology is test side equipment not production side equipment.
- Status