A quote from a compilation from CIOMP website. Awarded.
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Chinese semiconductor industry
- Thread starter Hendrik_2000
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And that is from CIOMP only. There is work from SIOM (especially on EUV mask), Hangzhou university, BIT, Harbin, Tsinghua and others.Is this a quote from an article or a compilation of things you've seen this year?
Gee, give up the Chinese market and allow the USG to dictate your company policy and take half your profits?SMIC is not the only Chinese company claiming such feats. Huawei Technologies, which has been subject to the most intense U.S. restrictions, late last year filed for a patent for lithographic technology, which is critical for producing advanced chips.
If budgets were the key measure of success, then China would probably be in first place. Under the CHIPS and Science Act, passed last year, the U.S. is funneling $52.7 billion into building, modernizing and expanding domestic chip production. The EU is mulling a plan to invest $46 billion.
But even combined, these amounts pale in comparison to the 1 trillion yuan ($146 billion) package that China is said to be preparing.
To get CHIPS Act aid, companies will need to meet a host of conditions, including, crucially, not expanding semiconductor capacity in "foreign countries of concern for 10 years" and also must not "knowingly engage in any joint research technology licensing effort with a foreign entity of concern that involves sensitive technologies or products."
The key country of concern, of course, is China. The Biden administration, in effect, is asking companies to choose between the world's two biggest economies.
Most chip producers have been heavily involved in China for many years. Taiwan Semiconductor Manufacturing Co. (TSMC) and Samsung Electronics, for instance, have been investing billions of dollars in their factories in China.
is the US trying to become a caricature of 50s Soviet propaganda?
I believe David Goldman captures the essence of the subsidies tradeoff
And that's the choice the South Koreans, et al are facing: do they want to join the industrial revolution or leave it to China, Brazil, et al.It isn’t the clock speed or the gate width of the chips that will determine who dominates the industrial revolution of the twenty-first century, but the design and execution of large-scale systems—civilian as well as military—that employ the chips. China may be two generations behind in its domestic production of semiconductors, but it is ahead of the United States in semiconductor applications to industry. That’s what US policymakers should worry about.
It is impressive how quickly AMEC's tools have caught on in the advanced process/production lines. While there are still bottlenecks to be overcome elsewhere, the pace at which they have been able to be integrated into volume manufacturing and also AMEC's ability to scale up to meet that demand bodes well for other areas as well as they take up the challenge of filling those gaps. Market forces at work.In the recent 2022 annual performance briefing of AMEC, Dr. Yin Zhiyao pointed out that AMEC’s CCP etching market share in one of the most advanced logic device production lines in China has changed from less than 25% last year to 60% this year, and ICP has changed from completely zero in the past to more than 75% today after a year of hard work by AMEC.
In terms of the market share of the most advanced storage research and development line in China, Yin Zhiyao pointed out that the market share of CCP etching in AMEC has increased from about 30% last year to more than 85% of the short-term target, and the market share of ICP etching has increased from Last year's less than 10% has been raised to more than 65% of the short-term target.
I think it has to be YMTC, if you are going to flex your capabilities by dropping the name of a customer, CXMT is probably not doing you any favors.This seems to be YMTC for sure. what other most advanced memory storage line can there be?
Wanye Enterprise: Kaishitong high-energy ion implanter has passed the verification and acceptance of mainstream 12-inch integrated circuit chip manufacturing plants.
On April 21, in response to the investor's question "How is the research and development progress of your company's high-energy ion machine?", Wanye Enterprise answered on the investor interaction platform.
Wanye Enterprise stated that the low-energy and large-beam ion implanter independently developed by Kaishitong, the low-energy and large-beam heavy metal ion implanter, the low-energy and large-beam ultra-low temperature ion implanter and the high-energy ion implanter have all passed the mainstream 12-inch integrated circuit chip manufacturing. Factory verification and acceptance.
Not long ago, I asked investors "Excuse me, what is the expected output value of Jiaxin Semiconductor after it reaches production?" Wanye Enterprise said that Jiaxin Semiconductor is expected to become a R&D and manufacturing base with an annual output of 2,450 8-inch and 12-inch main process and supporting process equipment in 2025. (Proofreading/ Xiang Rui )
On April 21, in response to the investor's question "How is the research and development progress of your company's high-energy ion machine?", Wanye Enterprise answered on the investor interaction platform.
Wanye Enterprise stated that the low-energy and large-beam ion implanter independently developed by Kaishitong, the low-energy and large-beam heavy metal ion implanter, the low-energy and large-beam ultra-low temperature ion implanter and the high-energy ion implanter have all passed the mainstream 12-inch integrated circuit chip manufacturing. Factory verification and acceptance.
Not long ago, I asked investors "Excuse me, what is the expected output value of Jiaxin Semiconductor after it reaches production?" Wanye Enterprise said that Jiaxin Semiconductor is expected to become a R&D and manufacturing base with an annual output of 2,450 8-inch and 12-inch main process and supporting process equipment in 2025. (Proofreading/ Xiang Rui )
Seems to largely verify the rumors of rush ArFi shipments from ASML to China before the sanctionsThis made me laugh, I hope LAM doesn't experience a sales bo but who knows:
The IC sector in play in China is that the fabless and OSAT firms are at the technological frontier, the foundries are more-or-less there as well ignoring the equipment wrinkle, most of the equipment firms lack scale but have technology and thus the main questions right now are of systems integration, working out random operational issues and the eventual deployment of the lithography scanner
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