Chinese semiconductor industry

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tokenanalyst

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Deepen and expand the application scenarios of direct writing lithography equipment​


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Jiweiwang News On February 24, Xinqi Microdevice released a performance report stating that in 2022, the company will achieve operating income of 653 million yuan, a year-on-year increase of 32.64%; realize net profit attributable to the owners of the parent company of 137 million yuan, a year-on-year increase 28.72%; the net profit attributable to the owners of the parent company after deducting non-recurring gains and losses was 117 million yuan, a year-on-year increase of 34.63%.

At the end of the reporting period, the total assets of Xinqi Microdevice were 1.547 billion yuan, an increase of 22.43% from the beginning of the period; the owner's equity attributable to the parent company was 1.049 billion yuan, an increase of 12.70% from the beginning of the period.

Xinqi Microdevice said that during the reporting period, the company continued to open up market space through product innovation iterations, product performance continued to improve, and application scene layout continued to enrich, vertically promote the speed of PCB product import substitution and traditional substitution, and horizontally expand pan-semiconductor business. The double drive of product innovation iteration and business extension promotes the continuous growth of the company's revenue and profits. At the same time, the company has deeply cultivated the market and established a high brand awareness. With the continuous introduction of new products into the market, the process of domestic substitution has been further accelerated.

The substantial increase in net profit is mainly due to the company's increased market development efforts, continuous increase in the market share of PCB products, and the deepening and expansion of direct writing lithography equipment in new applications such as new displays, PCB solder mask, lead frames, and new energy photovoltaics. application, broaden the coverage of the downstream market, and promote the continuous growth of the main business scale. At the same time, the company aims at the fast-growing IC substrate and substrate-like markets, increases market introduction, promotes the high-end upgrade of the company's direct-writing lithography equipment product system, and improves the profit level of direct-writing lithography products.
 
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Weaasel

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HighGround said:
Lol, I don't know why people constantly over-estimate Western political institutions like this. It's not some 4D chess move to convince people that China sucks at tech. They just genuinely don't know. Just think about how many terrible analysts and think tanks there are. Now how many of them speak and read Chinese?

There simply aren't enough experts in the field to give Washington any accurate information about Chinese efforts in semi-conductors.

View attachment 107782

This is what the "Western assessment" is in 2023. Prepare for a "Western assessment" in 2025-2030 to be all shocked about how quickly China caught up and replaced their dependence on Western components. And why this justifies an even bigger escalation to the trade war and tech embargoes. Except it will be way too late by then.
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The holes in the article that you attached can be quickly spotted by anyone moderately in the know about companies in the semiconductor equipment and IC chip manufacturing industries. It says that Naura has spent years designing lithography machines when Naura isn't into lithography!

There are Chinese companies that can produce alternative materials and equipment in the semiconductor and IC chip equipment industry to foreign ones in many categories of similar quality to those possessed by foreign ones. It is just that presently foreign ones dominate the market share and one cannot expect China to replace them in one fell swoop. China has caught up as far as the quality of photoresists for all DUV processes are concerned, but being that China is such an important market for Japanese companies there is no way that those Japanese companies will willingly give up the Chinese market to the likes of Nanta Opto for example.


But if the Japanese government is to go ahead of impose restrictions on sales by their companies to China of the like that the US would like the Japanese to do, Chinese companies will within a short time entirely replace Japanese suppliers in the photoresist sector.
 
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gadgetcool5

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China’s chip sector enters a ‘dark forest’ era

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In a widely circulated article, a Chinese Academy of Sciences (CAS) academician and chip researcher(s) say... China now faces shortages of physicists, research funding and institutions while the current appraisal system for scientific research is more a hindrance than help.

Back in 1997, the Ministry of Education canceled the semiconductor physics and devices course previously taught in universities and since then China has faced a shortage of semiconductor researchers. The writers say China’s research and development investments in the sector represent less than 5% of US investments while China still lacks a proper institution to organize the industry’s developments.
 
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tokenanalyst

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gadgetcool5 said:
China’s chip sector enters a ‘dark forest’ era

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In a widely circulated article, a Chinese Academy of Sciences (CAS) academician and chip researcher(s) say... China now faces shortages of physicists, research funding and institutions while the current appraisal system for scientific research is more a hindrance than help.

Back in 1997, the Ministry of Education canceled the semiconductor physics and devices course previously taught in universities and since then China has faced a shortage of semiconductor researchers. The writers say China’s research and development investments in the sector represent less than 5% of US investments while China still lacks a proper institution to organize the industry’s developments.
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A lot Chinese semiconductor companies and a lot of Chinese semiconductor "successes" like SMIC 14nm and YMTC NAND comes from Chinese universities and research institutions, in fact today China semiconductor-electronics industry has a chance of survival due reforms the Chinese goverment did in 2005 to allow the commercialization of research discoveries.

The thing that really hurt the Chinese semiconductor industry was the lack of support of China commercial sector to domestic companies, preferring buying from US companies. The Chinese semiconductor industry was growing but going nowhere.

I do think the China needs to move researchers and resources from projects that are not priority for the country right now to semiconductor equipment, materials, parts and software, areas who are multi disciplinary. Basically like strategic moving soldiers and ammo to the battlefield.​
 
siegecrossbow

siegecrossbow

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tokenanalyst said:
A lot Chinese semiconductor companies and a lot of Chinese semiconductor "successes" like SMIC 14nm and YMTC NAND comes from Chinese universities and research institutions, in fact today China semiconductor-electronics industry has a chance of survival due reforms the Chinese goverment did in 2005 to allow the commercialization of research discoveries.

The thing that really hurt the Chinese semiconductor industry was the lack of support of China commercial sector to domestic companies, preferring buying from US companies. The Chinese semiconductor industry was growing but going nowhere.

I do think the China needs to move researchers and resources from projects that are not priority for the country right now to semiconductor equipment, materials, parts and software, areas who are multi disciplinary. Basically like strategic moving soldiers and ammo to the battlefield.​
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That’s through no fault of their own though. People drank the free market, global division of labor koolaid till decoupling happened.
 
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tokenanalyst

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The total investment is 1 billion! Changzhou Lemeng high-end semiconductor crystal growth equipment and R & D center project signing.​


Changzhou National High-tech Zone held a centralized start-up and centralized signing ceremony for major projects in 2023. These include the fifth phase project of Changzhou Lemeng Pressure Vessel Co., Ltd. (hereinafter referred to as "Changzhou Lemeng") - high-end semiconductor crystal growth equipment and R&D center project.

It is reported that in 2022, Changzhou Lemeng will complete sales of 2.7 billion yuan and tax revenue of 136 million yuan. The total investment of the fourth phase of Lemeng project is 400 million yuan. In order to further meet the development needs of the enterprise, a new "high-end semiconductor crystal growth equipment and R&D center project" with a total investment of 1 billion yuan is added, covering an area of about 100 mu. It is expected to be put into mass production in 2024.

Changzhou Lemeng official website shows that the company specializes in manufacturing vacuum chambers and related complete sets of products used in semiconductors, photovoltaics, silicon carbide, vacuum coating, aerospace, optical fiber, medical and other equipment, as well as fermentation, extraction, concentration, drying, evaporation, recovery, filtration, etc. Class I, II, III pressure vessel equipment, etc.

Wafer manufacturing is the jewel in the crown of today's industrial manufacturing. High-purity wet electronic chemicals are essential materials for cleaning, photolithography, etching and other processes in the wafer manufacturing process, and are also used in the back-end packaging and testing links. SEMI predicts that the market size of wet electronic chemicals for semiconductors in China will be US$428 million in 2022, a year-on-year increase of 14.13%.

Electronic gas is one of the main consumables in semiconductor manufacturing, display manufacturing and other industries, and is an indispensable key supporting material in the development of China's strategic emerging industries. In recent years, some products of China's local gas companies such as Perete Gas, Huate Gas, Nanda Optoelectronics, etc. have entered the advanced fabs at home and abroad. SEMI predicts that the domestic electronic gas market will reach US$1.113 billion in 2022, a year-on-year increase of 14.15%.

The next three years will be a period of rapid development of China's semiconductor manufacturing industry. Enterprises such as SMIC, Huahong Grace, Yangtze River Storage, and Changxin Storage are accelerating production expansion. The first 8/12-inch wafer production line will also be put into production one after another, which will drive the domestic demand growth rate higher than that of global wet electronic chemicals and electronic gases.

Under the background of export control restrictions, suppression of the entity list, and the frequent emergence of different versions of chip laws in various countries to strengthen the local supply chain, the security of the semiconductor industry chain is becoming more and more important. At the same time, the low localization rate and the lack of breakthrough varieties still indicate that it is necessary to cultivate a stable supply of local materials. Business is imperative, which will bring huge opportunities to domestic enterprises. Semiconductor electronic chemicals and gases will usher in unprecedented opportunities for development.
 
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Eventine

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tokenanalyst said:
A lot Chinese semiconductor companies and a lot of Chinese semiconductor "successes" like SMIC 14nm and YMTC NAND comes from Chinese universities and research institutions, in fact today China semiconductor-electronics industry has a chance of survival due reforms the Chinese goverment did in 2005 to allow the commercialization of research discoveries.

The thing that really hurt the Chinese semiconductor industry was the lack of support of China commercial sector to domestic companies, preferring buying from US companies. The Chinese semiconductor industry was growing but going nowhere.

I do think the China needs to move researchers and resources from projects that are not priority for the country right now to semiconductor equipment, materials, parts and software, areas who are multi disciplinary. Basically like strategic moving soldiers and ammo to the battlefield.​
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It’s not just chips. Historically, Chinese companies have not been well integrated with the academic & research sectors and mostly built their supply chains off of foreign technology, which was sensible back 20-30 years ago because China was genuinely behind and lacked the technical talent.

The problem is they continued to do this through 2010-2020, not seeing the risk. Granted, most people back then did not expect the US to be as hostile as it turned out to be or that US businesses would take a back seat to the national security establishment. Those were the peak days of US-China engagement after all, and many thought the party would never end. I personally know of Qinghua graduates who couldn’t get any funding for their research because Chinese companies and local governments were all partying with foreign suppliers. Domestic start ups and labs were discriminated against as executives chased the prestige of collaborations with MIT or Apple or Sony.

The situation changed with the rise of Trump and to some degree Xi. But the gravity of existing practices is hard to shake. You can’t build up a R&D sector over night. But fortunately the US hit China at a time when change is still possible, after China has developed a powerful talent base and sufficient wealth to support fundamental research, but before demographic aging seriously puts constraints on society & talent. It’s now just a matter of listening to the researchers - those with actual achievements and competence - and putting out an all of society effort in doing it.
 
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tonyget

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xianyaoz：这个试验性质的腔体也是长光所或者国科精密研发的吗？体积这么大，如果整机做下来应该比Asml大多了。
havok：作为真空腔体来说的确很大，但是和ASML特别是HIGH-NA EUV的腔体比起来还是小很多，由于内部是真空所以腔体做的越大内壁就越厚越难加工
xianyaoz：刚刚查到了，这是一家叫北京富斌盛世真空设备有限公司研发的，公司规模不大，只有60余人。
xianyaoz：而且这个真空腔体2021年就造出来了，现在应该在长光所或者国科精密进行曝光系统研发吧。

xianyaoz：Is this experimental cavity also developed by Changguang Institute or Guoke Precision? With such a large volume, if the whole machine is finished, it should be much larger than Asml.
havok： As a vacuum cavity, it is indeed very large, but it is still much smaller than the cavity of ASML, especially HIGH-NA EUV. Since the inside is vacuum, the larger the cavity, the thicker the inner wall and the more difficult it is to process.
xianyaoz：I just found out that it was developed by a company called Beijing Fubin Shengshi Vacuum Equipment Co., Ltd. The company is small, with only more than 60 employees.
xianyaoz：And this vacuum cavity will be manufactured in 2021, so it should be developed by Chang Guang Institute or Guoke Precision now.
 
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