Chinese semiconductor industry
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Jiuri New Materials will invest in the construction of intermediate projects on photosensitive materials and photoresist, and has completed the research and development of various photoresist
the company plans to optimize the plant layout on the basis of 58 newly approved acres of land on the east side of the Shandong Jiuri plant site and start a new construction project of 18,340 tons/year of photochemical materials and photoresistive intermediates, including 3,240 tons of photochemical materials (annual output 1,000 tons of UV monomer M4101, 200 tons of UV monomer M4104, 500 tons of UV monomer M4210, 1,500 tons of ACMO and 40 tons of 784 photoinitiator), 600 tons of contrast media (600 tons NAS contrast media) and 14,500 tons polyaluminum chloride water cleaner.
the company plans to optimize the plant layout on the basis of 58 newly approved acres of land on the east side of the Shandong Jiuri plant site and start a new construction project of 18,340 tons/year of photochemical materials and photoresistive intermediates, including 3,240 tons of photochemical materials (annual output 1,000 tons of UV monomer M4101, 200 tons of UV monomer M4104, 500 tons of UV monomer M4210, 1,500 tons of ACMO and 40 tons of 784 photoinitiator), 600 tons of contrast media (600 tons NAS contrast media) and 14,500 tons polyaluminum chloride water cleaner.
I don't care what this guy Havok said, I am just saying that is entirely possible to convert dry lithography machines into immersion machines with the right toolkit.
And to convert that shine to prominence.
In 2008, Huawei just entered the photovoltaic field, and in 2015, Huawei achieved the first shipment of photovoltaic inverters, and it has been 8 consecutive years. This achievement is very astonishing. You must know that the photovoltaic inverter is the core technology of photovoltaics. In the industry, whoever masters the inverter will control the fate of the photovoltaic industry. Before Huawei, although China's photovoltaics were powerful, the core inverters had always been in the hands of developed countries, and Huawei only took 7 years to overcome this technical difficulty. Even in its glory days, Huawei's inverters topped sales in Europe, Asia, the Middle East, and Africa, leaving others far behind. But this is not over yet. In 2019, Huawei became the world's first company to produce 100GW string inverters. The string inverter is also a key technology for Huawei's rapid rise, so the question is: what is inverter? How did Huawei overcome the core technology of photovoltaics in such a short period of time and become the overlord of photovoltaics? Today, we will talk about the story of Huawei PV.
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Jiuri New Materials: The subsidiary has completed the research and development of a variety of i-line semiconductor photoresist formulations
Jiuri New Material stated on the interactive platform that its subsidiary Jiuri Semiconductor has completed the research and development of a variety of i-line semiconductor photoresist formulations, and the test performance indicators are completely comparable to similar imported products in the domestic market. It is comparable to that, and is currently carrying out sample verification work for key customers and construction of a pilot production line.Up to now, the company's special photosensitizer PAC for photoresist has completed sample delivery to seven downstream companies. The production scale of the company's special photosensitizer PAC for photoresist is 600 tons per year. The company's photoresist is made from the source, including the key raw material photosensitizer PAC of photoresist, and the preparation of hydroxybenzophenone (HBP) and sulfuryl chloride (NAC), the key raw materials of photosensitizer PAC.
In January, the bidding rate of domestic semiconductor equipment reached 74.92%
In recent years, with the vigorous development of the global semiconductor industry, the semiconductor equipment market has grown for three consecutive years. However, as the semiconductor industry enters a down cycle and under the influence of the U.S. export ban on China, the shrinking demand in the semiconductor equipment market in 2023 seems to be a foregone conclusion.
It can be seen from the above that the down cycle of the semiconductor market has gradually spread to the upstream equipment sector. However, unlike the global market, domestic fabs such as SMIC, SMIC, Jinghe Integrated, Hua Hong Semiconductor, Yandong Micro, Shanghai Jita, and Yuexin Semiconductor are still in the expansion cycle and have opened a new A round of large-scale procurement of equipment.
Jiwei.com sorted out the data of the bidding platform and found that the current semiconductor equipment market has picked up. In January 2023, NAURA, China Micro, Shengmei Shanghai, Huahai Qingke, Applied Materials, KLA and other companies won a total of 331 equipment bids, which is close to the total number of bids won in the fourth quarter of 2022 (357 units).
Secondly, since domestic semiconductor equipment is still heavily dependent on imports, the trend of localization of equipment will continue. Based on factors such as supply chain security, equipment cost savings, customization requirements, and localized high-quality after-sales service, domestic semiconductor equipment has become an important choice for domestic fabs. Among the above-mentioned 331 pieces of equipment won by semiconductor equipment manufacturers in January 2023, domestic equipment manufacturers won a total of 248 pieces of equipment, accounting for as high as 74.92%.
Self-developed core components
On the other hand, domestic semiconductor equipment manufacturers also use their own technology to overcome or acquire upstream manufacturers to lay out key component businesses.
In fact, key components have a great impact on the stability, production capacity, and accuracy of semiconductor equipment. Therefore, major international semiconductor equipment manufacturers including ASML, Applied Materials, Advantest, and Teradyne are actively developing their own components, or It is the merger and acquisition of upstream component manufacturers, such as ASML's acquisition of Cymer, Teradyne's acquisition of MiR, AutoGuide, etc.
Domestically, according to incomplete statistics from Jiwei.com, semiconductor equipment manufacturers including Heyan Technology, Jingsheng Electromechanical, Zhichun Technology, and Guangli Technology have all deployed parts and components business.
Heyan Technology said that benefiting from the opportunity of localization of parts and components, the company is committed to diversified development and provides customers with more choices. Already have semiconductor post-processing equipment, dicing equipment, supporting equipment and independent research and development, design, and production capabilities for some parts. Last year, the Suzhou company (Suzhou Heyan Precision Technology Co., Ltd.) was successfully put into production. The parts KIT produced by its factory Fixtures have been introduced into the market in batches, which also marks the company's determination to localize parts and components.
Zhichun Technology also stated on the interactive platform on February 22 that the company has deployed some parts manufacturing business in individual process segments.
Jingsheng Electromechanical pointed out that the company has continuously increased the research and development of new products, successfully developed new business areas such as quartz crucibles, diamond wires, semiconductor precision parts and other core auxiliary materials and consumables, and gradually improved the supporting system of industrial chain products.
Guangli Technology has greatly improved the company's R&D and production capabilities for core components such as air spindles through the construction of precision high-rigidity air spindle research and development and industrialized convertible bond projects.
In addition, mergers and acquisitions of upstream component manufacturers have gradually become a trend in the domestic semiconductor equipment industry. As early as 2020, Wanye Enterprise acquired Compart Systems, a world-leading supplier of components and flow control solutions in the field of gas delivery systems, to deploy its semiconductor parts business.
On February 6, 2023, in order to enhance cost control capabilities and guarantee the supply of core components, Shengmei Shanghai also announced the acquisition of a 20% stake in the largest external supplier NIEBELL.
In recent years, with the vigorous development of the global semiconductor industry, the semiconductor equipment market has grown for three consecutive years. However, as the semiconductor industry enters a down cycle and under the influence of the U.S. export ban on China, the shrinking demand in the semiconductor equipment market in 2023 seems to be a foregone conclusion.
It can be seen from the above that the down cycle of the semiconductor market has gradually spread to the upstream equipment sector. However, unlike the global market, domestic fabs such as SMIC, SMIC, Jinghe Integrated, Hua Hong Semiconductor, Yandong Micro, Shanghai Jita, and Yuexin Semiconductor are still in the expansion cycle and have opened a new A round of large-scale procurement of equipment.
Jiwei.com sorted out the data of the bidding platform and found that the current semiconductor equipment market has picked up. In January 2023, NAURA, China Micro, Shengmei Shanghai, Huahai Qingke, Applied Materials, KLA and other companies won a total of 331 equipment bids, which is close to the total number of bids won in the fourth quarter of 2022 (357 units).
Secondly, since domestic semiconductor equipment is still heavily dependent on imports, the trend of localization of equipment will continue. Based on factors such as supply chain security, equipment cost savings, customization requirements, and localized high-quality after-sales service, domestic semiconductor equipment has become an important choice for domestic fabs. Among the above-mentioned 331 pieces of equipment won by semiconductor equipment manufacturers in January 2023, domestic equipment manufacturers won a total of 248 pieces of equipment, accounting for as high as 74.92%.
Self-developed core components
On the other hand, domestic semiconductor equipment manufacturers also use their own technology to overcome or acquire upstream manufacturers to lay out key component businesses.
In fact, key components have a great impact on the stability, production capacity, and accuracy of semiconductor equipment. Therefore, major international semiconductor equipment manufacturers including ASML, Applied Materials, Advantest, and Teradyne are actively developing their own components, or It is the merger and acquisition of upstream component manufacturers, such as ASML's acquisition of Cymer, Teradyne's acquisition of MiR, AutoGuide, etc.
Domestically, according to incomplete statistics from Jiwei.com, semiconductor equipment manufacturers including Heyan Technology, Jingsheng Electromechanical, Zhichun Technology, and Guangli Technology have all deployed parts and components business.
Heyan Technology said that benefiting from the opportunity of localization of parts and components, the company is committed to diversified development and provides customers with more choices. Already have semiconductor post-processing equipment, dicing equipment, supporting equipment and independent research and development, design, and production capabilities for some parts. Last year, the Suzhou company (Suzhou Heyan Precision Technology Co., Ltd.) was successfully put into production. The parts KIT produced by its factory Fixtures have been introduced into the market in batches, which also marks the company's determination to localize parts and components.
Zhichun Technology also stated on the interactive platform on February 22 that the company has deployed some parts manufacturing business in individual process segments.
Jingsheng Electromechanical pointed out that the company has continuously increased the research and development of new products, successfully developed new business areas such as quartz crucibles, diamond wires, semiconductor precision parts and other core auxiliary materials and consumables, and gradually improved the supporting system of industrial chain products.
Guangli Technology has greatly improved the company's R&D and production capabilities for core components such as air spindles through the construction of precision high-rigidity air spindle research and development and industrialized convertible bond projects.
In addition, mergers and acquisitions of upstream component manufacturers have gradually become a trend in the domestic semiconductor equipment industry. As early as 2020, Wanye Enterprise acquired Compart Systems, a world-leading supplier of components and flow control solutions in the field of gas delivery systems, to deploy its semiconductor parts business.
On February 6, 2023, in order to enhance cost control capabilities and guarantee the supply of core components, Shengmei Shanghai also announced the acquisition of a 20% stake in the largest external supplier NIEBELL.
Havok: SSMB-EUV project
Components manufacturing for Ion implantation, deposition and etching semiconductor manufacturing equipment.
Jilin Huiheng Electronic Technology Co., Ltd. is a source manufacturer specializing in the localization of imported process equipment components in the semiconductor, LED , and optical coating industries. Our company has dozens of imported and domestic precision machine tools, and is equipped with various welding equipment and high-precision testing fixtures. There are top engineers in the industry to further develop and optimize the design of key components, making it easier to disassemble, longer life, lower maintenance costs, and shorter downtime. Our company currently has more than 5,000 types of finalized products, covering wearing parts and consumable.
The greater the need to disassemble a piece of equipment for maintenance, the more you will learn from it to the point that at some point you will be able to know the inner workings of that tool as well as the designer himself.
The US banning servicing is a nightmare for fabs but could be a blessing for Chinese part manufacturers and repair companies.
Jilin Huiheng Electronic Technology Co., Ltd. is a source manufacturer specializing in the localization of imported process equipment components in the semiconductor, LED , and optical coating industries. Our company has dozens of imported and domestic precision machine tools, and is equipped with various welding equipment and high-precision testing fixtures. There are top engineers in the industry to further develop and optimize the design of key components, making it easier to disassemble, longer life, lower maintenance costs, and shorter downtime. Our company currently has more than 5,000 types of finalized products, covering wearing parts and consumable.
The greater the need to disassemble a piece of equipment for maintenance, the more you will learn from it to the point that at some point you will be able to know the inner workings of that tool as well as the designer himself.
The US banning servicing is a nightmare for fabs but could be a blessing for Chinese part manufacturers and repair companies.
Based. All engineers there received continuous caffeine supply.
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