Thank you sir, coming from you I stand corrected.
Chinese semiconductor industry
- Thread starter Hendrik_2000
- Start date
- Status
Thanks a lot. But don't take my words as concrete facts. I am from the design side and China's industry is quite opaque nowadays. It is just commercial use requires high technology maturity.Thank you sir, coming from you I stand corrected.
They really can't, because SMEE cannot produce that many scanners. Foreign scanners are needed for the time being whether we like it or not. There is a ramp up required for production.
It doesn't seem like you know what you are talking about. The economics of industrial chips simply do not work once you get above 28nm. That's why SMIC is so massively increasing its 28 to 90nm production.
As for other stuff, Huawei's phone business has not died. Please stop fear mongering and making stuff up.
From what I can figure out, Arf is basically ready at Sinyang. There is a long validation process, but they have already started producing it. If YMTC really gets cut off from ARF photoresist, Sinyang can probably supply them. Worst case scenario is that yield is terrible for a while.
The bigger concern is capacity. They are talking about a 3rd 500t photoresist factory. Fine, but is that going to be enough to supply all of China's advanced process? Let's be optimistic and say Sinyang have 1500t of capacity by 2024 & other companies have 500t. And let's say they don't have to worry about iLine being cut off. Even if we are being generous and say they will have 500t of Krf and 500t of Arf, that still will barely cover need of YMTC, CXMT & SMSC fabs (or maybe not even).
I don't know if they need parity anytime soon. If they can reliably produce 5 to 7 nm chips with what they have (even if at lower yield), that's going to be enough. More advanced process improves power consumption, but Huawei phone can still be competitive if its battery life is a little shorter.
I do think EUV prototype is needed sooner than that, since they need one to test stuff like photoresist and work with our processes.
translate later
国内krf光刻胶已经全面覆盖，几十种krf光刻胶都有，良率和国际大厂处于同一水平，而且经过数年的验证，现在已经在中芯国际、长江存储等大厂做2供3供，而且国内几大厂商都在最近2年大力扩产，产能基本提上来了，国际光刻胶巨头断供krf可以腾出1供的位置。会极大的促进国内光刻胶厂商的业绩，所以这2天光刻胶上市公司都大涨。
不光如此，由于国产光刻胶便宜，还降低了成本，导致国内晶圆厂毛利率提高，于是中芯国际这样的龙头也逆市上涨了。
这和去年美国制裁，禁止美籍华人研究员在国内工作的时候所有半导体股全部跌停完全不同。
至于arf光刻胶，目前徐州博康的55nm、45nm的商业化量产产品已经通过一线大厂（中芯国际、长江存储）的认证，良率不输国际大厂，而且在这次事件之前已经批量供应大厂的。28nm产品也研发完成，正在一线大厂验证。
徐州博康是日本4大光刻胶巨头的光刻胶单体（占光刻胶主要成本）供应商，是日本外全球唯一的供应商，合作时间已经长达10年。具有相当强的研发实力，它自研的arf光刻胶有几十种型号，全面对标日本巨头产品，覆盖半导体全流程各品类，在国内领先，被华为认可并获得了华为的投资。
国内krf光刻胶已经全面覆盖，几十种krf光刻胶都有，良率和国际大厂处于同一水平，而且经过数年的验证，现在已经在中芯国际、长江存储等大厂做2供3供，而且国内几大厂商都在最近2年大力扩产，产能基本提上来了，国际光刻胶巨头断供krf可以腾出1供的位置。会极大的促进国内光刻胶厂商的业绩，所以这2天光刻胶上市公司都大涨。
不光如此，由于国产光刻胶便宜，还降低了成本，导致国内晶圆厂毛利率提高，于是中芯国际这样的龙头也逆市上涨了。
这和去年美国制裁，禁止美籍华人研究员在国内工作的时候所有半导体股全部跌停完全不同。
至于arf光刻胶，目前徐州博康的55nm、45nm的商业化量产产品已经通过一线大厂（中芯国际、长江存储）的认证，良率不输国际大厂，而且在这次事件之前已经批量供应大厂的。28nm产品也研发完成，正在一线大厂验证。
徐州博康是日本4大光刻胶巨头的光刻胶单体（占光刻胶主要成本）供应商，是日本外全球唯一的供应商，合作时间已经长达10年。具有相当强的研发实力，它自研的arf光刻胶有几十种型号，全面对标日本巨头产品，覆盖半导体全流程各品类，在国内领先，被华为认可并获得了华为的投资。
Rongda Photosensitive: Semiconductor photoresists and other products have been sold in batches to the market
Rongda Sensitivity said in an agency survey that after years of technical research by the company, the company's dry film photoresist, display photoresist, semiconductor photoresist and other products have been realized in the market. Batch sales, some of which have entered the supply chain system of core customers, the sales of the company's dry film photoresist, display photoresist, semiconductor photoresist and other products will be the driving point for the company's future performance development. With the gradual release of production capacity of the company's fundraising projects, the company will usher in a new stage of development.Rongda Photosensitive stated that the company's revenue in 2020 and 2021 will be 544 million yuan and 786 million yuan respectively, and the revenue in 2021 will still maintain growth compared with 2020. Since the second half of 2021, the company's main raw material resins, solvents, monomers And so on, there will be different degrees of rise, which will cause the company's gross profit rate to decline to a certain extent in 2021. As the rising trend of raw material prices eases, the company's revenue and profitability will be further enhanced after the company's fundraising project is put into production.
According to Rongda Photosensitive, the company's current income from display photoresists and semiconductor photoresists is roughly the same. The company’s income from dry film photoresist from January to September 2022 is 9.2337 million yuan. The company already has the formula and production technology of dry film photoresist, but has not yet built a supporting production plant and production line. The main production link of film photoresist adopts the mode of outsourcing processing, and its production capacity is limited by the cooperative outsourcing processing manufacturers.
Rongda Photosensitive pointed out that the company’s fundraising will build an annual output of 120 million square meters of photosensitive dry film photoresist project, with an annual output of 15,300 tons of display photoresist, semiconductor photoresist and supporting chemicals. After the project is put into production, under the state of full production and full sales, the photosensitive dry film photoresist will bring about 500 million yuan in revenue to the company every year, and the display photoresist will bring about 700 million yuan in revenue to the company every year. Photoresist will bring about 200 million yuan in revenue to the company every year.
EUV prototype developed by Chang Guang, It came out in 2006
but it's a weak light source... now... China just needs to replace those parts with stronger ones... i guess it won't take too long... especially EUV photoresist is being fast development in China, they need at least 1-1.6 years...and not just 1 but 3 companies have the ability to develop it
late 2024- mid 2025... there will be big news about it
This is from havok? We can assume it's legit then?
From our good friend google translation.
Domestic krf photoresist has been fully covered, dozens of kinds of krf photoresist are available, the yield rate is at the same level as that of international manufacturers, and after several years of verification, it has now made 2 There are 3 suppliers, and several major domestic manufacturers have vigorously expanded their production in the past two years, and the production capacity has basically increased. The international photoresist giant cut off the supply of krf to free up the position of 1 supplier. It will greatly promote the performance of domestic photoresist manufacturers, so listed photoresist companies have surged in the past two days.
Not only that, because the domestic photoresist is cheap and the cost has been reduced, which has led to an increase in the gross profit margin of domestic fabs, so leading companies such as SMIC have also risen against the market.
This is completely different from last year when the United States sanctioned and prohibited Chinese-American researchers from working in the country, all semiconductor stocks all fell by the limit.
As for arf photoresist, Xuzhou Bokang's 55nm and 45nm commercial mass-produced products have passed the certification of first-tier manufacturers (SMIC, Yangtze River Storage), and the yield rate is not inferior to international manufacturers. Batch supply to major factories. 28nm products have also been developed and are being verified by first-line manufacturers.
Xuzhou Bokang is the supplier of photoresist monomer (accounting for the main cost of photoresist) of the four major photoresist giants in Japan. It is the only supplier outside Japan in the world, and the cooperation time has been as long as 10 years. It has quite strong research and development capabilities. Its self-developed arf photoresist has dozens of models, which are fully benchmarked against Japanese giant products, covering the entire process of semiconductors, and leading the country. It has been recognized by Huawei and has received investment from Huawei.
Sir from your post and of @PopularScience, we can assume that Huawei will be able to produce a 7nm chip in 2024 via its PXW fab?
Oct 5, 2022 — Secretive Chip Startup May Help Huawei Circumvent US Sanctions. PXW, run by an ex-Huawei exec, is building a fab to make chips.
- Status