Chinese semiconductor industry
- Thread starter Hendrik_2000
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This has been shared before, so I will not copy the contents of the article, but my take from it is that China DOES indeed have the capability of producing ArFi photoresists that can be used in all or most ASML DUVi machines. It is just a matter of completing the industrial verification process and mass producing them in quantities sufficient to replace the present predominantly Japanese suppliers of photoresists to Chinese IC chip makers like SMIC or YMTC. That will in time certainly happen eventually.
China is much less vulnerable than South Korea was in 2019, with South Korean companies at best producing very negligible amounts of photoresists for even KrF powered DUV machines. If Japan goes ahead with restricting Japanese photoresists makers supplying Chinese companies, within a few years, China will very likely be able to entirely replace Japanese suppliers and Japanese suppliers will be thereafter shut out from the Chinese market. It would be wise that Japan follow its own interests rather than that of the United States on the issue.
antiterror13
Brigadier
If Japan does that to China now as Japan did to SK in 2019 ... game over for Japan for Chinese market, Chinese people have a very long memory. Perhaps quite painful for Chinese semiconductor industry for 1-2 years and thats it
Note the different photoresist products in the middle table.
left table have the different Photoresist materials like monomer, resin, solvent, photosensitive material & others
A couple of charts to show where domestic firms are at with photoresist
Xuzhou B&C Chemical should be getting Arf photoresist orders this year. Its iLine & Krf products are already in production. They are quite the strong player in supply chain
According to this RA Chem is the leader in the amount of photoresist being supplied. It suppliesKRF, GLine & iLine photoresist already. 6000t annual production planned
This is Jingrui. Another one producing iLine. KRF photoresist has just started selling. bought Arf lithography machine to speed up development of Arf photoresist
A little more blurb on RA Chem. It bought Kempur & Beijing BAE
Kempur supplied most KRF photoresist in China
Beijing BAE supplied 45% of TFT photoresist for BOE
It has 60% GLine photoresist market
iLine & KRF customers include SMIC, Huahong, YMTC, HLMC, XMC Wuhan, CR Micro - 13 12-inch clients and 17 8-inch client
It can cover iLine need for all the domestic processes
made significant break through for KRF in Poly/AA/Metal area. Got massive adoption
In 2021, developed 21 new product, 10 KRF, 9 iLine & 2 packaging photoresist products
DUVi should be mass produce in nine month now, or it will be huge blow right after the dutch ban.
I really hope people will stop saying ridiculous stuff like this without access to details of possible Dutch sanctions and how it might affect Chinese fabs.
Guangliwei: It is exploring the relevant technical reserves of the yield technology in the direction of Chiplet.
Jiwei.com news, recently, some investors asked Guangliwei, wanting to know the correlation between your company and chiplets, and what role your company has in the semiconductor industry?
Guangliwei said on the interactive platform on March 12 that the company's semiconductor data analysis software can support the data analysis needs of Chiplet-related chips in packaging factories, effectively improve the customer's data analysis efficiency and save costs; at the same time, the company Relevant technology reserves in the direction of chiplet technology, and research on the application of test chip technology in advanced packaging to solve the problem of lack of yield caused by more complex processes.
It is worth mentioning that recently, Guangliwei joined the UCIe (Universal Chiplet Interconnect Express) industry alliance as a contributor member. Guangliwei will actively participate in the formulation of relevant standards and the development of supporting EDA tools, especially by making full use of Profound technical accumulation, a systematic solution to promote the improvement of 3D heterogeneous integration yield rate, and promote the rapid growth of business through continuous deep cultivation in the chiplet field.
Talking about "whether the company's products are suitable for big data, data elements, data confirmation and other fields", Guangliwei said that the semiconductor data analysis series software that the company has focused on developing in recent years is for integrated circuits from design, production to terminal applications big data analysis and management platform. The company's existing semiconductor general data analysis (DE-G), yield management and analysis (DE-YMS) and defect management and analysis (DE-DMS) software, etc., are oriented to the monitoring and analysis of the chip manufacturing cycle. Help customers to systematically store, manage and analyze massive data in different scenarios from design to packaging and testing, dig out key value information from data, improve the manufacturability of chips, quickly locate abnormalities and defects, and guide process improvement and good quality. rate increase.
For now I think the glass is still half full, export controlled doesn't mean that will be no exported but that ASML will have to apply for a license before export those tools.
Also looks like the focus is more on legacy nodes because they want to develop the broader semiconductor supply chain, help equipment companies like Naura and Amec, materials companies like Nata and parts companies like Fortune Precision to grow. If that is the case then ASML legacy scanners along with SMEE new dual stage dry and immersion scanners could do the job.
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