Am I reading that correctly, 16 ARF excimer lasers per year? Is that the initial production capacity they have planned?
Chinese semiconductor industry
- Thread starter Hendrik_2000
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No, that is just bottles of ultrapure gases.
They will set to produce ~100 sets of excimer lasers to start and refurbish like 300.
If we assume a excimer laser per litho machine, that will traduce to roughly the same for the production of litho machines per year. Assuming the current distribution of litho machines sales, that mean that the majority will be KrF litho machines, followed by immersion and dry ArF litho machines.
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Where do u see that RSlaser is a certified supplier for ASML? Does the ArF laser need to be stronger for DUVi vs DUV?
It is pretty fast that it will start production in Nov 2024.
What said that ASML could certify Chinese subsystems providers to assemble China specific lithography machines for the Chinese market and avoiding the geopolitics of ceding the Chinese market.
ASML shipped 193 DUV machines in 2022, If RSLaser is shipping 100 excimers laser, that could translate 100 DUV machines annually, following ASML sales structure that would be like 50 KrF, 35 Arfi and 15 ArF DUV machines annually, of course if others subsystem providers can keep up, but it would certainly make SMEE the second lithography company in the world, overnight, ahead of Nikon and Canon, Maybe not in technology, for now, but definitely on sales. too bad that they are not publicly traded. Those numbers, if enforced, could come at the expense of the market leader in China.
ASML shipped 193 DUV machines in 2022, If RSLaser is shipping 100 excimers laser, that could translate 100 DUV machines annually, following ASML sales structure that would be like 50 KrF, 35 Arfi and 15 ArF DUV machines annually, of course if others subsystem providers can keep up, but it would certainly make SMEE the second lithography company in the world, overnight, ahead of Nikon and Canon, Maybe not in technology, for now, but definitely on sales. too bad that they are not publicly traded. Those numbers, if enforced, could come at the expense of the market leader in China.
i think document says 95?
Also, I think SMEE production more geared toward Arfi/Arf scanners. So they are probably looking to take over most of China's Arf/Arfi market if that's the case. Of course, getting to the pt would be several yrs away
basically 100
Correct Prof ,also That would have solve their supply chain issue massively.
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I'm now thinking about the billions of dollars each year that the Chinese government poured in to the semiconductor industry over a period of two decades with very meager returns at best. Its a good thing that they keep at it all those years or China would have to start from even further from behind in 2018 when the tech war started.
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