this is extremely interesting, but I think we need to find out if this is accurate. Maybe havok or someone can comment.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Take it with a grain of salt.
If it is legit is an impressive amount of detailed info that only an insider can know.
Edit: I made a full copy of the page, I don't think it will remain online for long...
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China Microelectronics (AMEC) invested an additional 108 million yuan in cash in Ruili Instruments (RSIC), and the shareholding ratio changed from 20.4% to 29.4%. , continue to invest in the field of process testing equipment, and is expected to become the main force of domestic production testing equipment, and at the same time form a benign synergy with manufacturing equipment.
I am not a semiconductor expert.
But from my experience in other fields, money can buy "almost " anything.
Pour a few hundred billion and get more profit, efficiency , better product, etc.
Pour high hundreds to trillion you will get " time ".
China has money and little "time " for this semiconductor race, so it is natural for China to pour an almost unlimited sum of money to buy " time "
ACM Research. Phosphate clean is not ideal lmao why the hell would you want to risk having any remaining phosphorus, a trace dopant contaminant, on the surface? Nowadays semiconductor cleaning agents are advertised as "phosphorus free".
They're one of the only suppliers of phosphate cleaning equipment because it's, IMO, obsolete.
ACMR，PNCS，Kingsemi. These are the big three wafer cleaning equipment manufacture in China at the moment，plus some smaller players
Judging from public bidding infors，wafer cleaning equipment are dominated by domestic players already. I haven't seen SEMES/Shibora win much wafer cleaning equipment bidding in China，so I'd assume their products have no edge over domestic ones
No, that's not really how it works. It's not about being able to create 3nm or 5nm chips, it's about being able to sell it. If you spend way too much on R&D and it makes your product absurdly expensive, it doesn't matter if you can mass produce it. On a purely technical level, China's already made 5nm chips. The SMEE lithography machines are already making 14nm chips, possibly 7nm. All this work and delay isn't in being able to make any chip, it's to be able to make them cost effectively. Thus, just pouring money into it isn't a solution.
This all said, this is what really bothers me about USA's lies. China can make any chip it wants for it's military equipment, and probably already does. We're talking 2nm level stuff. This kind of stuff doesn't matter how expensive it is because national security. So what is USA stopping? Certainly not China's military development. This is purely a commercial attack on commerce. The national security nonsense is just an excuse. It's disgusting.
ACM Research Shanghai, PNCS System, KingSemi, Naura.
ACMR is a pretty aggressive company.
Naura doesn't need introduction.
Kingsemi hold a big part of the scrubbing market
PNCS I think they sell to SMIC.
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