Chinese semiconductor industry

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tokenanalyst

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The delivery ceremony of the first batch of ALD equipment in Haining Base of Ideal Crystal was a complete success​


Dr. Xi Ming, director and general manager of Ideal Crystal Semiconductor Equipment (Shanghai) Co., Ltd., first delivered a speech, expressing warm welcome and heartfelt thanks to all the guests who came from afar on behalf of Ideal Crystal. She pointed out that Ideal Epitaxy has focused on the development and production of high-efficiency solar cell equipment since its establishment, and its self-innovated atomic layer deposition ALD equipment has won high recognition from the industry. The company seized the development opportunity of mass production of TOPCON batteries and achieved gratifying sales performance and market share. In just three months, the Haining base was put into use with a base of 12,000 square meters and an annual output of 300 ALD equipment, which can effectively meet the production expansion needs of major battery manufacturers in the photovoltaic industry. The rapid development of Ideal Jingyan is inseparable from the trust and support of the government, customers, suppliers and all sectors of society. She said that in the future, Ideal Epitaxy will walk with customers and suppliers all the way, continue to deepen the field of photovoltaics and pan-semiconductors, serve customers and the industry; create value for shareholders, and contribute to the development of the pan-semiconductor industry in Haining and even the whole country.

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FairAndUnbiased

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The delivery ceremony of the first batch of ALD equipment in Haining Base of Ideal Crystal was a complete success​


Dr. Xi Ming, director and general manager of Ideal Crystal Semiconductor Equipment (Shanghai) Co., Ltd., first delivered a speech, expressing warm welcome and heartfelt thanks to all the guests who came from afar on behalf of Ideal Crystal. She pointed out that Ideal Epitaxy has focused on the development and production of high-efficiency solar cell equipment since its establishment, and its self-innovated atomic layer deposition ALD equipment has won high recognition from the industry. The company seized the development opportunity of mass production of TOPCON batteries and achieved gratifying sales performance and market share. In just three months, the Haining base was put into use with a base of 12,000 square meters and an annual output of 300 ALD equipment, which can effectively meet the production expansion needs of major battery manufacturers in the photovoltaic industry. The rapid development of Ideal Jingyan is inseparable from the trust and support of the government, customers, suppliers and all sectors of society. She said that in the future, Ideal Epitaxy will walk with customers and suppliers all the way, continue to deepen the field of photovoltaics and pan-semiconductors, serve customers and the industry; create value for shareholders, and contribute to the development of the pan-semiconductor industry in Haining and even the whole country.

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Photovoltaics equipment companies moving into semiconductor space is to be expected. They actually have a substantial portfolio in deposition equipment, just not sure how much is applicable to semiconductor due to different purity, wafer handling, etc requirements.
 

tphuang

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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.
It's more that at the moment, I think lack of 2050i really only affects SMSC fab. And @hvpc explained to me a while back that limiting factor is not ASML machines, but rather Lam or Amat equipments (and probably lower yield on N+1 process and such). If 2050i gets cut off in a few months, they will still be able to ramp up their Finfet production once other limiting equipments are sourced either domestically or from abroad. If they don't get enough 2050i, they can still always just ramp up 12nm production with 1980i. There is plenty of demand in China for 12nm capacity over the next couple of years.
 

ZeEa5KPul

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Photovoltaics equipment companies moving into semiconductor space is to be expected. They actually have a substantial portfolio in deposition equipment, just not sure how much is applicable to semiconductor due to different purity, wafer handling, etc requirements.
It's very applicable. They just have to tighten up their processes and make them more elaborate, but the fundamentals are the same. It's certainly a far better base to build from than having no experience whatsoever.
 

tphuang

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Photovoltaics equipment companies moving into semiconductor space is to be expected. They actually have a substantial portfolio in deposition equipment, just not sure how much is applicable to semiconductor due to different purity, wafer handling, etc requirements.
Pretty sure I saw NAURA getting into photovoltaics.
 

antiterror13

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It's more that at the moment, I think lack of 2050i really only affects SMSC fab. And @hvpc explained to me a while back that limiting factor is not ASML machines, but rather Lam or Amat equipments (and probably lower yield on N+1 process and such). If 2050i gets cut off in a few months, they will still be able to ramp up their Finfet production once other limiting equipments are sourced either domestically or from abroad. If they don't get enough 2050i, they can still always just ramp up 12nm production with 1980i. There is plenty of demand in China for 12nm capacity over the next couple of years.

Wondering why the US exclude 1980i ... why not all immersion DUV be banned to China .. does it mean that the US (and ASML) think the Chinese equivalent to 1980i is just around the corner? .. I think it is a good news in a way

The same thing happened when China imported most of CNC machine in 1990s, the bans were slowly getting less and less as China managed to produce more and more advanced CNC machines ... look at it now, almost all CNC machines, including high end ones are made by China. in fact China is very dominant now in CNC machine
 

pbd456

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Applied material has a new pattern shaping equipment that can reduce multiple exposure. It is said to lower the cost of significantly as it would reduce multiple exposure. Is any companies in china developing something similar? It could also using without EUV?
 

FairAndUnbiased

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Applied material has a new pattern shaping equipment that can reduce multiple exposure. It is said to lower the cost of significantly as it would reduce multiple exposure. Is any companies in china developing something similar? It could also using without EUV?
looks to me like anisotropic resist etching to me. that's interesting and could be applicable to many different processes. it depends on etch rate, expense, etc. for instance if it etches only a few nm extra laterally, then its unlikely to be useful for a 3 nm overlay error DUV process.

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China Unicom to join RISC-V alliance as new member

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Korean exports of semiconductor to China continues to collapse in the first 10 days of March. Down 35.3% YoY. Looks like the demand for memory chips are way down.
Given that YMTC/CXMT are having issues expanding production, I think this is more of a demand issue rather than local supply issue.

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MetaX, a new GPU designer, has joined OpenKylin development environment. IIRC, they are still taping out their GPUs.
 
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