Chinese semiconductor industry
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Zhongwei Company (AMEC): CCP capacitive high-energy plasma etching equipment continues to receive bulk orders from many customers
According to news from Jiwei.com, recently, China Microelectronics said in an institutional survey that according to the company's preliminary statistics, the composition of operating income in 2022 is mainly based on etching equipment and MOCVD equipment.
It is reported that the company's CCP capacitive high-energy plasma etching equipment continues to receive batch orders from many customers, and its market share continues to increase. A total of 2,320 reaction tables have been operating in the production line. In the world's most advanced 5nm chip production line and the next-generation more advanced production line, the company's CCP etching equipment has achieved multiple batch sales, and more than 200 reaction tables have been operating in the production line. Since the company's ICP inductive low-energy plasma etching machine was launched, it has continuously approved more etching applications, rapidly expanded the market and received bulk orders from leading customers, and has been used in more than 20 customers including logic, DRAM and Mass production of more than 100 ICP etching processes has been carried out on various chip production lines such as 3D NAND, and it has continued to expand to the verification of more etching applications, with a strong development momentum. The 8-inch and 12-inch deep silicon etching equipment, which also uses ICP technology, continues to receive bulk and repeated orders in the etching markets such as advanced system packaging, 2.5-dimensional packaging and micro-electromechanical system chip production lines.
I thought the CSIS article seemed credible in terms of the US's intent. This might be the key quote: "The United States also wants to continue allowing China to produce less advanced chips but only to Chinese companies that clearly give up on the goal of producing advanced chips" and this quote it cited from another article ". . .by limiting the capability of Chinese firms to repair or replace existing equipment." I assume that this contemplates trying to shut down already sold and operating machines unless they have higher than 16nm resolution.
Interesting times.
Interesting times.
It's not worth your time. CSIS writes for Washington elites and says exactly what they want to hear. In absence of a detailed plan by Japan/Netherlands, it speculates the export controls based on public aspirations of US officials, using public US comments to infers what would be agreed upon. In other words, "Conclusions made with low confidence", but for Japan/Netherlands export controls. It's written by an MBA and PoliSci masters, so basically worthless.
Also, the notion of keeping China at or below a certain threshold is not a permanent solution. China will eventually make breakthroughs, it's not like a toddler that can't develop on its own or never catch up. The US mindset will backfire one day.
The aspiration is nice but the only thing preventing Chinese fabs from making their own replacement parts and doing 3rd party servicing is the servicing contract. Kill those and there’s absolutely no reason why Chinese engineers couldn’t and wouldn’t do the servicing on their own. It doesn’t need to be to the same quality of the OEM for self servicing to be viable.
machine is as good as your car, only some parts need to be replaced.
(And this is especially the case if the components have supply chains already established in China)
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