Chinese semiconductor industry

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tokenanalyst

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Xinyuanwei (KingSemi): The data of the immersion type high-capacity glue-coating developing machine has reached the customer's mass production facility.​


said in a recent survey that the company's first immersion-type high-capacity adhesive developing machine was successfully delivered to the customer site, and completed various process verifications and lithography machine on-line production capacity verification . The machine is connected with the mainstream lithography machine, and has completed the mass production verification of more than ten types of photoresists and multi-layer layers of the client, and the data have all reached the mass production target of the customer. The release of the immersion-type high-capacity glue-coating developing machine marks that the company has achieved full coverage of all process nodes of 28nm and above in the field of front-end glue-coating and developing, and can realize full-scale domestic substitution.



KingSemi immersion track tool has been delivered.
 

horse

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If there is a chip shortage or if the ongoing sanctions make it difficult for some Fabs to produce certain chips in huge volumes, is it viable to reuse chips from old products? I don't think my car, TV or microwave really cares if the chips controlling them have already been used, their other components are more likely to wear out than the chip themselves.

I might have issue if I buy a high end phone to know that it's CPU has already been used for a couple of years. But I don't see why other products can't just reuse chips from recycled products.

It's the other way around.

There is a chip shortage (used to be one a year ago) due to companies stockpiling chips. The companies stockpiling chips were Chinese. Since they bought all the chips from production, the American companies were faced with shortages.

The Chinese have a plan.

1. Stockpile chips, like everything.
2. Keep up and increase production of chips.
3. Stockpile chip making equipment.
4. After all of the above, a general and widespread import substitution will take place inside the entire industry in China.

That is what this thread is all about, particularly point #4.
 

tphuang

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Xinyuanwei (KingSemi): The data of the immersion type high-capacity glue-coating developing machine has reached the customer's mass production facility.​


said in a recent survey that the company's first immersion-type high-capacity adhesive developing machine was successfully delivered to the customer site, and completed various process verifications and lithography machine on-line production capacity verification . The machine is connected with the mainstream lithography machine, and has completed the mass production verification of more than ten types of photoresists and multi-layer layers of the client, and the data have all reached the mass production target of the customer. The release of the immersion-type high-capacity glue-coating developing machine marks that the company has achieved full coverage of all process nodes of 28nm and above in the field of front-end glue-coating and developing, and can realize full-scale domestic substitution.



KingSemi immersion track tool has been delivered.
would be really good if there is a full list of tools you need for 28nm logic process and see which ones are still need domestic options.

Also is it just me or the cases of domestic verification seem to be happening more frequently since December?
 

tokenanalyst

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Tuojing Technology: The company's products have entered more than 60 domestic production lines and are currently full of orders​


Recently, Tuojing Technology said in an institutional survey that the company's main products currently include three product series: PECVD, ALD and SACVD, and the company's product development and verification work is progressing normally. Sign orders and deliver equipment products at the pace of production, and continue to increase the market share of the company's mature products. At present, the company is full of orders in hand.

It further stated that the company has been focusing on the field of high-end semiconductor equipment, focusing on the research and development and industrialization of thin film deposition equipment. At present, the company's products have entered more than 60 domestic production lines. The company's PECVD equipment has basically achieved full coverage of PECVD process types, and is widely used in domestic fab production lines. The company's subsequent ALD equipment and SACVD equipment have also achieved mass production applications in fab production lines. In 2022, the company will launch new products such as polygonal high-capacity platforms, HDPCVD and UV Cure, and the research and development and verification of these new products are progressing normally.

Tuojing Technology pointed out that the company's products have entered more than 60 domestic production lines, and the company's products are more and more used in client production lines, but there is no specific statistics on the proportion of products in the client. At present, the company's products are mainly used in domestic fabs, and the demand for the company's products in the next few years will still be dominated by the expansion of domestic fabs.

In terms of production capacity, Tuojing Technology has established R&D and production bases for thin film deposition equipment in Shenyang headquarters and Shanghai Lingang, which can meet the company's current production capacity needs. At the same time, the company will build another R&D and industrialization base in Shanghai Lingang based on the super-raised project "Semiconductor Advanced Process Equipment R&D and Industrialization Project". In the future, the company will expand production capacity in a timely manner based on business development.

The establishment of the Shenyang subsidiary of Tuojing Technology is based on the consideration of the company's future development plan, which is conducive to promoting the implementation of the company's future development strategy, continuously expanding the scale around the main business, continuing to cultivate in the field of high-end semiconductor thin film equipment, and doing in-depth work around CVD technology refinement, and continue to expand the coverage of products and processes in subdivided fields, enhance the company's profitability, and enhance the company's comprehensive competitiveness.

Since its establishment in 2010, Tuojing Technology has been focusing on the field of high-end semiconductor equipment, focusing on the research and development and industrialization of thin film deposition equipment. The company has formed three product lines of plasma-enhanced chemical vapor deposition (PECVD) equipment, atomic layer deposition (ALD) equipment and sub-atmospheric chemical vapor deposition (SACVD) equipment, which are widely used in domestic integrated circuit manufacturing lines.

In 2022, Tuojing Technology will achieve an operating income of 1.706 billion yuan, a year-on-year increase of 125.02%; realize a net profit attributable to the owners of the parent company of 369 million yuan, a year-on-year increase of 438.09%; realize the deduction of non-recurring gains and losses attributable to the owners of the parent company The net profit of the company was 178 million yuan, turning losses into profits.

Tuojing Technology said that the main reason for the rapid growth of the company's operating income and profits in 2022: benefiting from the increase in demand for semiconductor equipment in major domestic fabs, while the company continues to increase investment in product research and development, the product structure is continuously optimized, and product competitiveness continues to increase.

And to further expand the customer base, sales orders have increased significantly, and operating income has maintained a high growth trend. At the same time, the company continued to increase investment in research and development, and the scale of income continued to expand. During the period, the expense ratio decreased relatively. The scale effect drove the company's profitability to increase. The net profit attributable to shareholders of listed companies and the deduction of non-recurring gains and losses attributable to shareholders of listed companies Net profit increased significantly year-on-year.


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Weaasel

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Help needed...

I'd like to know and discuss quality control equipment for steel and other metals' metallurgical process fabrication from from smelting, through refining, castings, and finishing machine processes... Which thread of Sino Defence Forum does that?
 

pevade

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Help needed...

I'd like to know and discuss quality control equipment for steel and other metals' metallurgical process fabrication from from smelting, through refining, castings, and finishing machine processes... Which thread of Sino Defence Forum does that?
You might want to create a new thread if you cant find a topic that fits.
Also I don't know how much discussion that would generate because I get the feeling that most forum members aren't quite interested in that field.
 

BlackWindMnt

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Help needed...

I'd like to know and discuss quality control equipment for steel and other metals' metallurgical process fabrication from from smelting, through refining, castings, and finishing machine processes... Which thread of Sino Defence Forum does that?
At the top there's a pinned thread of Ask anything
 

tphuang

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1.彤程的科华是中美合资企业,Arf光刻胶关系大国竞争,注定高端胶基本没戏,之前南大出售科华也有这个原因。
2.徐州博康从树脂中间体到光刻胶都有,挺不错。只可惜快被华懋科技资本操作玩坏,华懋科技董事长袁晋清是玩资本出身,非半导体产业技术背景,一纸对赌协议加遇上口罩事件三年,博康要被白白吞并,博康管理层心里已有一肚子气。华懋一下子拿掉博康30%多的股权,作为大股东做安全气囊,对博康光刻胶产业链无实质性帮助下,博康未来股权融资操作做大做强的空间被大大压缩,且博康在未发展起来的情况下就有了一个想分红拿利润的大股东,其实是利空。另从华懋另外投资光刻胶厂有点未来想搬空博康的意思?博康和华懋管理层不合的问题会是一个的隐患。
3.上海新阳是沪硅产业,中芯国际股东,也是中芯北方创新中心和长存创新中心股东。从2017开始研发krf和arf胶,白手起家,目前已成为长江存储王牌产品128层内存的krf厚膜光刻胶,氮化硅浊刻液和电渡液国内企业独供;中芯国际方面电渡液上海新阳独供,清洗液已打入中芯,arf光刻胶与中芯国际在北京共建产线,且该产线只允许验证上海新阳的光刻胶,正加快验证中,未来上海新阳大概率成为中芯光刻胶重要供应商。目前上海新阳主要做光刻胶研发和调试服务,光刻胶树脂和中间体外购。根据2021年12月17日晚间公告,上海新阳披露与Heraeus(贺利氏科技集团)签署了《合作备忘录》,双方计划共同开发半导体行业用光刻胶产品及相关材料;合作期限自双方签署之日起3年。公司签署该协议旨在完善光刻胶供应链,为光刻胶项目的开展提供材料和技术保障。新阳现在已有原材料技术,只要未来有必要,应可以随时切入原材料领域。目前国内有其他企业做树脂和中间体,产业链上下游分工,利润少一点,但各自可以更专注和专业。上海新阳近期连续新建三个500吨krf和arf项目,2022年底已建成1000吨产能,2015年合计高端光刻胶产能共1500吨。
4.南大光电,Arf光刻胶国内最早研法完成并通过验证,已建成25吨arf产能,但董秘在公告回复因公司受丑国影响无法购买国外28nm光刻胶检测设备,国内暂无相关设备,28nm光刻胶产业化一直受阻,暂无法落地。业内反应目前光刻胶团队有一定人员流失情况。
5,晶瑞电材,目前正进行krf和ARF研发,尚在研发阶段。另外公司有做新能源电池材料,液态锂电材料可能存在技术革新问题,如未来会是固态电池为主流。
Someone's analysis on progress of photoresist for different for different firms.
Looks like he is biased to Sinyang, but they are probably also ahead.
For example, it's the sole domestic supplier of Krf photoresist, etching solution & electroplating fluid to YMTC for their 128 layer process.

SMIC's electroplating solution is exclusively provided by Sinyang and it is also using their cleaning solution. Arf photoresist is getting verified on SMIC Jincheng fab. Looks like Sinyang will be SMIC's important photoresist supplier in the future.
It's also looking to build its own photoresist supply chain
It has 3 500t krf/Arf project and will have 1000t production capability by end of 2022 and 1500t by 2025 (I assume he got it wrong with 2015)

Nata looks a little iffy, because they could not buy 28nm photoresist testing equipment. Has 25t are production capability, but looks like they are likely losing some people as a result of that.
 

european_guy

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b0d447df8db1cb13d6ef16d49854564e90584beb.jpg


This is supposed to be the SMEE SSB800 i-line from the new 800 series with double wafer stage.

I don't know how legit is this info tough...found in a Chinese forum, no official source...but the guy who posted this seems to know the subject.

Edit: Well, I just noticed that the picture is signed by havoc in the right bottom corner...
 
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tphuang

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Deepin OS came out with a RISC-V version in November in V23 Alpha. It has already been tested with TH1520, StarFive VisonFive V1. Now, it's integrated with SG2042 (the 64 core CPU that came out recently).

Looks like the Chinese Linux OS are increasingly build support/ecosystem for RISC-V
 
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