Chinese semiconductor industry

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tokenanalyst

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What these low quality social media posts bring to the conversation, except for filling the pages of this thread?

-Moronic US politicians influenced, as always, by overpaid humanities graduates think tankers, plan to hurt another US company to probably archive nothing or at best very little. We already knew that.

-Company says it wont hurt, even after stating the fact they said that 1/3 of their sales comes from soon the be sanctioned country. We already knew that.
 

paiemon

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There are some big names including Huawei as OpenCL promoter members. Alibaba and some other Chinese companies are also there as Contributor members. I wonder why Ikea is there. I thought they are furniture company
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I am actually impressed by how many of Nvidia's competitors in that space like AMD and Intel are also promoting the open source framework. It also says something about the critical mass and adoption needed to compete with CUDA given that even AMD, the most competitive peer to Nvidia in the GPU space (I think Nvidia is like over 80% and AMD is somewhere around 10%) faces an uphill battle for its own framework and is throwing its weight behind a collective open source approach. So it would make sense for Chinese companies to promote it as well, since it will also help them sell globally.
 

tokenanalyst

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Huahai Qingke covers for the first time: domestic CMP equipment small giant platform layout starts a new journey​


A leading enterprise of 12-inch CMP equipment in China, leading the industry in profitability. The company has successfully realized the industrialization of 12-inch CMP equipment. CMP equipment covers logic chips above 14nm, 128-layer 3D NAND and 1x, 1y nm DRAM chips. Downstream customers include Yangtze Memory, Intel (Dalian), Xiamen Lianxin, SMIC and Changjiang Xin storage and other well-known enterprises at home and abroad. Relying on the absolute advantages of high-end CMP equipment, the company's profitability is outstanding, and its performance continues to grow rapidly.

  The growth momentum of the global CMP equipment market is strong. With: 1) the advancement of domestic mid-to-high-end technology and production capacity expansion; 2) the accelerated production capacity of local logic/storage manufacturers, and the accelerated replacement of domestic equipment; 3) the narrowing of device line width and three-dimensional structure, the CMP equipment market is expected to grow rapidly. The company's domestic market share continues to rise, and it is expected to fully participate in global competition with its technology and brand advantages in the future. At present, the self-sufficiency rate of local high-end equipment is low, and there is a wide space for domestic substitution. It is optimistic about the company's long-term expansion of the penetration rate of high-end equipment.

  Expanding wet equipment, thinning equipment, film thickness measurement equipment and many other semiconductor equipment categories, the consumable maintenance business is expected to become the second growth pole. The company has a deep technical accumulation in the field of CMP equipment, and gradually introduces wet cleaning equipment, thinning equipment and film thickness measurement equipment. The process is advanced, the company's CMP equipment is increasing in volume, and the introduction of thinning and polishing all-in-one machines is accelerated, and consumable maintenance services will rise in volume and price.

  Wafer recycling services generate business synergy and increase the company's performance flexibility. With the continuous landing of domestic wafer production capacity, the gradual advancement of the manufacturing process to a process below 28nm, and the continuous increase in the price of upstream silicon wafers, the demand for wafer regeneration business continues to increase. Domestic manufacturers are in the initial stage of introduction, and it is difficult to meet domestic demand in the short to medium term. Cutting into the wafer recycling business, we are optimistic about the business development in the long run.

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tokenanalyst

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Domestic SiC equipment, accelerating the rise


For a long time in the past, the domestic SiC industry relied heavily on imported equipment, and domestic companies started late. In recent years, driven by market demand, domestic SiC equipment has developed rapidly, and some "stuck necks" have been significantly alleviated, but many key bottlenecks have yet to be cleared.

In this context, the silicon carbide equipment industry chain is also accelerating its embrace of the capital market. From an industrial perspective, how do you view the current progress and breakthroughs of domestic equipment manufacturers?

Fu Youwen said that the SiC device industry chain mainly includes substrate preparation, epitaxial production, chip manufacturing, chip packaging and other links. The main processes include single crystal growth, substrate cutting, grinding and polishing, epitaxial growth, mask deposition, patterning, Etching, implantation, heat treatment, metallization, etc., involve a total of dozens of key semiconductor equipment. Due to the high melting point, high density, and high hardness of SiC materials, there are some special process control processes in the material and chip manufacturing process, such as single crystal growth by physical vapor transport method, slow substrate cutting, grinding and polishing, and epitaxial growth. The temperature required is extremely high and the target of high yield rate is required, and the chip manufacturing process requires high-temperature and high-energy equipment, etc., all of which require the addition of some special equipment as support, such as silicon carbide single crystal growth furnaces in the preparation of substrate materials, diamond wire multi-line Cutting machine equipment, epitaxial growth furnace, high-temperature high-energy ion implantation in chip manufacturing, annealing activation, gate oxide preparation and other equipment.

Crystal growth equipment: The preparation of high-quality SiC single crystal is the most important link in the entire industry chain, which directly affects the performance, reliability and manufacturing cost of SiC devices.

From the perspective of the entire industrial chain, crystal growth equipment is currently the link with the highest degree of localization of SiC.

Silicon carbide wafer manufacturing equipment: In addition to SiC substrates, the difficulty of wafer manufacturing is the key to the fact that domestic SiC MOSFETs have not yet been used in the main drive. In the future, the expansion of domestic SiC chip production will also be constrained by key equipment.

Due to the high hardness and high melting point of SiC materials, some special production equipment and processes are required - including high-temperature annealing furnaces, high-temperature ion implanters, SiC thinning equipment, back metal deposition equipment, back laser annealing equipment, SiC substrates and epitaxy Chip surface defect detection and metrology equipment, etc.

In terms of high-temperature ion implanters, major foreign manufacturers include Aifake, Applied Materials, and NISSIN. At present, the ion implanters of domestic enterprises Shuoke Zhongkexin have achieved batch applications in the field of silicon carbide. The equipment injects energy, beam size, and implantation. The technical indicators such as chip temperature are not much different from those of foreign countries.

High-temperature annealing is still required after ion implantation to activate the implanted ions. Major foreign manufacturers of high-temperature annealing furnaces mainly include Centrotherm, Nippon Vacuum, etc. At present, domestic enterprises such as CETC 48 and North Huachuang have mass-produced related equipment.

A high temperature oxidation furnace is required to prepare the gate oxide layer of SiC devices. Major foreign equipment manufacturers include Centrotherm, Toyoko Chemical, etc. At present, the equipment of domestic enterprises such as CLP 48 and North Huachuang can also be used to produce silicon carbide devices.

In addition, in recent years, domestic manufacturers have been trying to use domestic cutting, grinding and polishing equipment for back-end processing. By introducing new processes such as lasers, it is also helpful to introduce large-scale substrate manufacturing to reduce the cost of substrate materials and devices.

On the whole, the domestic equipment of the SiC device production line has begun to connect the dots, which will help further promote the rapid development of domestic silicon carbide chips. "With the rapid development of the SiC industry and the demand for independent supply, the country has gradually formed a full ecological industrial chain from equipment, materials, devices to applications, coupled with the introduction of a number of positive policies, which will help further promote the key development of the industrial chain. The equipment is self-controllable, safe and reliable, and there is huge room for growth of domestic silicon carbide equipment, while large size, high efficiency, and low damage are the future development trend of equipment in the industry." Fu Youwen replied.​
 

gadgetcool5

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China’s semiconductor industry can’t quit German optics​

"When it comes to the optical systems in its lithography machines, SMEE does not tend to source from foreign firms, according to its website. Instead it uses systems from Chinese optics companies like UP Optotech, Focuslight Technologies, and MLOptic Corp. However, recent documents from these firms in turn showed heavy procurements from German and American suppliers."

UP Optotech’s 2021 annual report revealed that the firm’s top supplier wasn’t Chinese, but in fact the German application-specific integrated circuit company iC-Haus. That year, 11.49% of the company’s procurements came from iC-Haus.

A year later, in its 2022 annual report, UP Optotech directly mentioned the issue of foreign supply chain exposure, writing that independent control and import substitution would be key to solving the “chokehold” (卡脖子) problem. But the same report showed that iC-Haus was the second-biggest supplier for UP Optotech for 2022. UP Optotech’s purchases from the German firm made up 8.5% of its more than $13 million in procurements in 2022."

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There's plenty more in that article (showing SMEE's suppliers reliant on German, Japanese and American glass polarizers, precision motors, resins, etc. ). So before developing its semiconductor industry, China must develop its lithography industry, and before developing its lithography industry, China must develop its optics, precision positioning instruments, and materials science industries. Interesting reading.
 

FairAndUnbiased

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China’s semiconductor industry can’t quit German optics​

"When it comes to the optical systems in its lithography machines, SMEE does not tend to source from foreign firms, according to its website. Instead it uses systems from Chinese optics companies like UP Optotech, Focuslight Technologies, and MLOptic Corp. However, recent documents from these firms in turn showed heavy procurements from German and American suppliers."

UP Optotech’s 2021 annual report revealed that the firm’s top supplier wasn’t Chinese, but in fact the German application-specific integrated circuit company iC-Haus. That year, 11.49% of the company’s procurements came from iC-Haus.

A year later, in its 2022 annual report, UP Optotech directly mentioned the issue of foreign supply chain exposure, writing that independent control and import substitution would be key to solving the “chokehold” (卡脖子) problem. But the same report showed that iC-Haus was the second-biggest supplier for UP Optotech for 2022. UP Optotech’s purchases from the German firm made up 8.5% of its more than $13 million in procurements in 2022."

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There's plenty more in that article (showing SMEE's suppliers reliant on German, Japanese and American glass polarizers, precision motors, resins, etc. ). So before developing its semiconductor industry, China must develop its lithography industry, and before developing its lithography industry, China must develop its optics, precision positioning instruments, and materials science industries. Interesting reading.
Once you get into the weeds of components like optics, they're very easy to pirate and buy through shell companies. US was able to buy titanium metal - a metal with few civilian uses in the 1970's - at the height of the Cold War, from the USSR. Meanwhile the number of optical components required for high end applications like lithography, lasers, etc is tiny compared to the amount in shit like medical microscopes. If it came down to it, buying 3rd party medical microscopes for their optics alone through shell companies is still profitable for lithography.

Let's take MLOptics as an example. If you check the value purchased, at most its 8% of $50 million for MLOptics buying from CODIXX+PI, and that's assuming all $50 million in expenses went to procurement (it didn't, biggest line items would be payroll and facilities). I'm guessing they buy <$1 million from CODIXX+PI together. What that tells me is that far from being dependent on foreign suppliers, MLOptics has a highly diversified supply chain that allows them to pick and choose suppliers. If their biggest suppliers put together are only 8% of total expenses, then they're in very good shape.

This is also a tacit admission of failure. if they're having to go after the suppliers (passive optical components) of suppliers (optical modules) of suppliers (lithography tools) of suppliers (fabs) of suppliers (chip designers) of the end user (software companies) it means they can't do much to anyone else in the chain. The further you get from the end user, the more other uses and buyers come into the picture.
 

tokenanalyst

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China’s semiconductor industry can’t quit German optics​

"When it comes to the optical systems in its lithography machines, SMEE does not tend to source from foreign firms, according to its website. Instead it uses systems from Chinese optics companies like UP Optotech, Focuslight Technologies, and MLOptic Corp. However, recent documents from these firms in turn showed heavy procurements from German and American suppliers."

UP Optotech’s 2021 annual report revealed that the firm’s top supplier wasn’t Chinese, but in fact the German application-specific integrated circuit company iC-Haus. That year, 11.49% of the company’s procurements came from iC-Haus.

A year later, in its 2022 annual report, UP Optotech directly mentioned the issue of foreign supply chain exposure, writing that independent control and import substitution would be key to solving the “chokehold” (卡脖子) problem. But the same report showed that iC-Haus was the second-biggest supplier for UP Optotech for 2022. UP Optotech’s purchases from the German firm made up 8.5% of its more than $13 million in procurements in 2022."
So they reduced their purchase from 12% to 8% in a year that is called progress, thought the point should no be replacement for the sake of it, but to tell Western goverment that they have more to lose if they play the hard ball with China
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There's plenty more in that article (showing SMEE's suppliers reliant on German, Japanese and American glass polarizers, precision motors, resins, etc. ).
SMEE was blacklisted so it was reliant of US products, specially the Active vibration isolation ,interferometers and the planar gratings, that development that has been solved by Tsinghua-U-Precision, Harbin and others.

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So before developing its semiconductor industry, China must develop its lithography industry, and before developing its lithography industry, China must develop its optics, precision positioning instruments, and materials science industries.
Yes, that is why 30% of 300 billion from 2021 to 2022 of China investment in semiconductors was going to materials, parts and components.

Interesting reading.
Is just the same recycle garbage. "China doesn't have this or that, therefore is OK to harm our own companies."

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tokenanalyst

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This is also a tacit admission of failure. if they're having to go after the suppliers (passive optical components) of suppliers (optical modules) of suppliers (lithography tools) of suppliers (fabs) of suppliers (chip designers) of the end user (software companies) it means they can't do much to anyone else in the chain.
Just an strategy of diminishing returns that at the end of the day will reach zero.
 
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