Chinese semiconductor industry
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Jiangfeng Electronics: The company's ultra-high-purity copper, copper-manganese, and copper-aluminum alloy targets have successfully passed the client certification
Jiweiwang News On June 14, Jiangfeng Electronics disclosed the latest research summary, saying that ultra-high-purity copper, copper-manganese, and copper-aluminum alloy targets are currently one of the most widely used cutting-edge semiconductor conductive layer film materials. The company's ultra-high-purity copper, copper-manganese, and copper-aluminum alloy targets have been certified and evaluated by many customers smoothly, and the business is actively and orderly promoted. The company's ultra-high-purity copper, copper-manganese, and copper-aluminum alloy targets still have a lot of room for growth in the future. The company will strive to improve product competitiveness and market share by virtue of R&D innovation capabilities, quality management capabilities, and customer service capabilities.
It pointed out that the technical difficulty of the company's sputtering target products is mainly reflected in the purity control and purification technology of high-purity metals, the control technology of grain and crystal orientation, the large-area welding technology of dissimilar metals, the precision processing and special processing technology of metals, and the technology of target materials. Cleaning and packaging technology, etc.
After years of development, Jiangfeng Electronics has mastered the core technology of semiconductor target manufacturing, accumulated rich industrial experience, and established a complete and strict quality control and management system, which has been implemented in all aspects of production and operation. Relatively complete quality testing procedures to ensure product quality and reliability. At the same time, the company continues to promote the localization of ultra-high-purity metal raw materials and production equipment, and has established a domestic stable and safe supply chain system through business partnerships and equity investments. The hard core strength of the company.
Remember how Jensen was going to meet bytedance and tencent when he visited? Those are the two largest Nvidia customers in China. I am not sure about Alibaba since they are planning on making their own ai GPU chips.
Zhongke Xinyuan, the pioneer of domestic thermoelectric temperature control, will appear at SEMICON China 2023
Founded in November 2017, Zhongke Xinyuan is a national high-tech enterprise. The company focuses on the research and development of thermoelectric temperature control system products in the field of semiconductor applications. In the field of high-power semiconductor refrigeration applications, it is the first leader in China to enter the industrial scale application.
Zhongke Xinyuan adheres to innovation-driven growth, and independently develops a variety of products, which are widely used in semiconductors, 5G communications, computing power equipment, medical care, automotive and other application fields. At the same time, Zhongke Xinyuan is also committed to empowering partners, focusing on online and offline product promotion, linking resources from all walks of life, and bringing industry-leading thermoelectric temperature control system products and optimal solutions to industry customers. In the upcoming SEMICON China 2023, Zhongke Xinyuan will bring a variety of products to the show, here is the "spoiler" for you!
The high-power semiconductor direct cooler is the "masterpiece" of Zhongke Xinyuan. With its small size, precise temperature control (accuracy of +/-0.1 degrees), fast temperature response, and low energy consumption (average energy saving of 80%) , No noise, no pollution and many other advantages, it has served all major domestic and foreign well-known semiconductor manufacturers.
The Z-3000 and Z-6000/Z-6000P semiconductor direct coolers that will be exhibited in this conference are mainly suitable for etching (Etch), chemical vapor deposition (CVD) and physical vapor deposition (PVD) in semiconductor fabs Craft process. It is well known in the industry that semiconductor etching equipment and CVD equipment have high requirements on process temperature, and the equipment needs to be able to accurately and quickly respond to temperature changes. The equipment of Zhongke Xinyuan can well meet this requirement. For Etch, CVD Precise temperature control with the reaction chamber of PVD process equipment.
I don’t think there is much to dwell on here.
Demand has increased significantly for AI chips and it will take time for domestic production to ramp up. Can’t sit idle while the AI race is in full force now if you want to stay competitive. This is a short to mid term solution while domestic versions is more of a mid to long term solutions.
They, Ali and BD, probably do not have other options. Most of Huawei's stock of Ascend chips might have already been booked by Huawei's own AI cloud and the state-owned/state-funded ones. Other domestic GPU/AI chips are not mature enough at this point.
What happen with Biren?
Sir sorry for the late reply, I think the discussion between TSMC and NVIDIA is about supplying the huge Chinese market as TSMC is reportedly decline the US subsidies as the agreement clause is very restrictive for TSMC business.
The American leash is to much for TSMC to handle and from my previous post they are waiting for the Chinese EUVL so that they can diversify and survived as the Chinese market had already overtaken that of the US.
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Robots: Two-axis and three-axis manipulator products will have a large import substitution space in the future.
According to the news from Jiwei.com, recently, when the robot was surveyed by the organization, it expressed the progress of the semiconductor equipment business. At present, most of the market for related products in the semiconductor field is occupied by foreign manufacturers such as Brooks in the United States and Rorze in Japan. In solving the localization demand in this field, the company has always aimed at industrial safety and self-controllability, and gradually overcome technical difficulties. It is the earliest company in China that can achieve the industrialization of semiconductor manipulator products.
According to reports, the robot semiconductor business products are mainly vacuum manipulators and cluster equipment, including: atmospheric manipulators, vacuum manipulators and other products, EFEM, and vacuum transmission platforms. The downstream industries served are semiconductor process equipment manufacturers, and the main customers include North Huachuang, China Micro Semiconductor, Yitang, Tuojing Technology, Huahai Qingke, etc.
In 2022, in terms of vacuum manipulators for robots, the two-axis vacuum direct-drive manipulator products have been applied in small batches and multi-batch applications on the client; the three-axis vacuum direct-drive manipulator products are in the client verification stage, which combines a new controller software and hardware platform The application can support the long-term application of downstream customers; the four-axis vacuum direct drive manipulator product is in the research and development stage.
At present, the three major components of robot EFEM products, namely the atmospheric manipulator, ALIGNER, and Loadport/SMIF products have fully realized independent design. Robotic two-axis and three-axis manipulator products are mainstream products competing with international manufacturers. After entering the mass sales stage, there will be a large room for import substitution. The robot said that in the future, the domestic substitution opportunities caused by the external environment of the semiconductor industry will continue, and the company will also deploy production capacity in advance for business release. The barriers to importing equipment in the semiconductor field are relatively high, and the general import cycle is six months to one year.
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