Chinese semiconductor industry

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foofy

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HwaTsing CMP won the bid for 28 units, accounting for 41.18% of YangTze,HuaHong and Jita total tenders, in Jan to Sep 2020.

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华海清科是国内唯一一家实现量产12英寸系列CMP设备的制造商。据中国国际招标网上公布的2019年至2020年9月期间CMP设备采购项目的评标结果及中标结果:长江存储、华虹无锡、上海华力一二期项目、上海积塔等公司2019年共招标采购38台CMP设备,其中华海清科中标8台,占比21.05%;2020年1-9月共招标采购68台CMP设备,其中华海清科中标28台,占比41.18%。
 

foofy

Junior Member
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DUVL from ASML is not blocked so this choice is not due to the lack of litho machines.
I was very optimistic about SMIC that is why I am so disappointed now!
SMIC current production rate for 14nm finfet is 15,000 wafer per month. Since they cannot manufacturers for huawei it is better not expanding it in this year.
 

ansy1968

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HwaTsing CMP won the bid for 28 units, accounting for 41.18% of YangTze,HuaHong and Jita total tenders, in Jan to Sep 2020.

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华海清科是国内唯一一家实现量产12英寸系列CMP设备的制造商。据中国国际招标网上公布的2019年至2020年9月期间CMP设备采购项目的评标结果及中标结果:长江存储、华虹无锡、上海华力一二期项目、上海积塔等公司2019年共招标采购38台CMP设备,其中华海清科中标8台,占比21.05%;2020年1-9月共招标采购68台CMP设备,其中华海清科中标28台,占比41.18%。
@foofy

A brief background of the company and what it produce CMP.

Tianjin Hwatsing Technology Co.,Ltd

Tianjin Hwatsing Technology Company Limited, established by Tianjin government and Tsinghua University to implement the national strategy of "integration of the Beijing-Tianjin-Hebei region" in 2013,is a high-tech enterprise to promote the industrialization of CMP technology and equipment in China.

Hwatsing is mainly engaged in the research, production, sales and service of the CMP equipment/process/ related consumables. The core team members are from State Key Laboratory of Tribology of Tsinghua University and experts in the industry. The products can be widely used in the field of ULSI manufacturing, packaging, MEMS, wafer planarization, substrate fabrication, etc.

Hwatsing is devoted to provide advanced integrated solutions of CMP equipment and process for enterprises, universities and research institutes with its international business philosophy, excellent team and advanced experimental conditions. With the company tenet of “Science & technology for Community” and continuous customer-oriented innovations, Hwatsing wins the trust of domestic and foreign customers by high product quality and excellent service.

Universal-300 Plus
Universal-300 Plus is an upgraded equipment based on Universal-300 mature technology. It can be greatly meet different customer process requirements with advanced competitiveness.
Feature:
High throughput
Integrated multiple endpoint systems
High technology
High reliability

6i8qTnRuTdqc8G-31mCSiA.png


Universal-300 Dual
Universal-300 Dual is a new 12 inch CMP equipment model to meet market needs. It adopts mature technology of Universal-300 Plus, with 4 polish platens, 2 cleaner sets, and integrates multiple Endpoint detection technology. It meets customer demands on equipment with high output, highly reliable, flexible process combination capabilities, so it is highly competitive on CMP equipment market.

WfxfNgxETuaW7y7Qh2JLMQ.png


Universal-300
Universal-300 is domestic first 12-inch CMP production tool in foundry. The tool is high technology and high reliability. It can be used in integration circuit making, wafer producing, CMP
abrasive material development and etc.

2FYReNHWRcW3o00OYqqFjA.png


Universal-200 Plus
Universal-200 Plus is a new 8 inch CMP equipment model to meet market needs. It adopts mature technology of Universal-300 Plus, with 4 polish platens, 2 cleaner sets ,and integrates multiple Endpoint detection technology. It meets customer demands on equipment with high output, highly reliable, flexible process combination capabilities, so it is highly competitive on CMP equipment market.

gu8LZY2FTFyhOSAL5Ex1KA.png


Chemical mechanical polishing foundry services
Hwatsing has developed many series of high precision CMP equipment. We have a professional technical team, standard IC manufacture clean room and precise instruments for measurement and analysis (FILMETRIX F50, ResMap, Olympus microscope, four probe tester, etc.) We share themeasurement analysis platform with National Key Laboratory of Tribology, Tsinghua University. We could accurately measure the film thickness,roughness, Dishing, Erosion, etc. for metal/nonmetal. We provide CMP foundry service and CMP technology development service for 2-12 inch wafer .
 

foofy

Junior Member
Registered Member
@foofy

A brief background of the company and what it produce CMP.

Tianjin Hwatsing Technology Co.,Ltd

Tianjin Hwatsing Technology Company Limited, established by Tianjin government and Tsinghua University to implement the national strategy of "integration of the Beijing-Tianjin-Hebei region" in 2013,is a high-tech enterprise to promote the industrialization of CMP technology and equipment in China.

Hwatsing is mainly engaged in the research, production, sales and service of the CMP equipment/process/ related consumables. The core team members are from State Key Laboratory of Tribology of Tsinghua University and experts in the industry. The products can be widely used in the field of ULSI manufacturing, packaging, MEMS, wafer planarization, substrate fabrication, etc.

Hwatsing is devoted to provide advanced integrated solutions of CMP equipment and process for enterprises, universities and research institutes with its international business philosophy, excellent team and advanced experimental conditions. With the company tenet of “Science & technology for Community” and continuous customer-oriented innovations, Hwatsing wins the trust of domestic and foreign customers by high product quality and excellent service.

Universal-300 Plus
Universal-300 Plus is an upgraded equipment based on Universal-300 mature technology. It can be greatly meet different customer process requirements with advanced competitiveness.
Feature:
High throughput
Integrated multiple endpoint systems
High technology
High reliability

6i8qTnRuTdqc8G-31mCSiA.png


Universal-300 Dual
Universal-300 Dual is a new 12 inch CMP equipment model to meet market needs. It adopts mature technology of Universal-300 Plus, with 4 polish platens, 2 cleaner sets, and integrates multiple Endpoint detection technology. It meets customer demands on equipment with high output, highly reliable, flexible process combination capabilities, so it is highly competitive on CMP equipment market.

WfxfNgxETuaW7y7Qh2JLMQ.png


Universal-300
Universal-300 is domestic first 12-inch CMP production tool in foundry. The tool is high technology and high reliability. It can be used in integration circuit making, wafer producing, CMP
abrasive material development and etc.

2FYReNHWRcW3o00OYqqFjA.png


Universal-200 Plus
Universal-200 Plus is a new 8 inch CMP equipment model to meet market needs. It adopts mature technology of Universal-300 Plus, with 4 polish platens, 2 cleaner sets ,and integrates multiple Endpoint detection technology. It meets customer demands on equipment with high output, highly reliable, flexible process combination capabilities, so it is highly competitive on CMP equipment market.

gu8LZY2FTFyhOSAL5Ex1KA.png


Chemical mechanical polishing foundry services
Hwatsing has developed many series of high precision CMP equipment. We have a professional technical team, standard IC manufacture clean room and precise instruments for measurement and analysis (FILMETRIX F50, ResMap, Olympus microscope, four probe tester, etc.) We share themeasurement analysis platform with National Key Laboratory of Tribology, Tsinghua University. We could accurately measure the film thickness,roughness, Dishing, Erosion, etc. for metal/nonmetal. We provide CMP foundry service and CMP technology development service for 2-12 inch wafer .
Universal 300 is 14nm capable
 

ansy1968

Brigadier
Registered Member
SMIC current production rate for 14nm finfet is 15,000 wafer per month. Since they cannot manufacturers for huawei it is better not expanding it in this year.
@foofy

Since there is a wafer shortage , surely they will find an immediate replacement customer? And if 14nm node line is fully domestic then they can supply Huawei?

@WTAN

Tianjin Hwatsing Technology Company Limited,

Reading the company profile, definitely had a role in the expansion and construction of SMIC 12inch wafer FAB in Shanghai.
 
Last edited:

Oldschool

Junior Member
Registered Member
Finfet revenue collapsed this quarter (if you look at page 10 of the PDF). This year the bulk of investment will be in non finfet production. What I read from this is that finfet/advanced technologIies are not the priority. May be "giving up" is a strong word but to me the path that SMiIC is pursuing is clear. Also bear in mind that DUVL from ASML is not blocked, only EUVL is not shipped, therefore even if SMIC gets a domestic DUVL this year it will not affect its ability to produce chips at 7nm and above.
Probably from losing big US customer such as Qualcomm due to being in entity list
I am more curious if they have the ball to defy US and continue to make huawei kirin 710A. I think it should got little to lose at this point but would help huawei transition into EV sector.
 

ansy1968

Brigadier
Registered Member
@foofy @WTAN @Oldschool @OppositeDay

from cntechpost

SMIC will consider strengthening the development and deployment of first and second-generation FinFETs and expanding the reliability and competitiveness of its platform.

Means the mass production of 14nm and N+1 (8nm) chips? and whose the customer?

SMIC plans to expand production of 10,000 wafers on its mature 12-inch line this year​


February 4, 2021 By:
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SMIC plans to expand its mature 12-inch line by 10,000 wafers and its mature 8-inch line by no less than 45,000 wafers this year, according to company Co-CEOs Zhao Haijun and Mong-Song Liang.
The leading contract chipmaker from China said in its fourth-quarter earnings release on Thursday that the current capacity in the foundry industry is tight and demand for mature processes, in particular, remains strong, with mature capacity expected to remain full.
In order to meet customer demand, SMIC expects to spend $4.3 billion in capital expenditures this year, with most of it going to mature process expansions and a small portion to advanced processes, civil construction of new joint venture projects in Beijing, and others.
Under the influence of the US entity list, SMIC will consider strengthening the development and deployment of first and second-generation FinFETs and expanding the reliability and competitiveness of its platform.
SMIC's revenue for the fourth quarter of 2020 was $981 million, and the company reported record financial results for the year, with profit attributable to the company of $716 million, an increase of 204.9%.
Because of its inclusion on the US government's entity list, SMIC's revenue target for the first half of 2021 is approximately $2.1 billion, with a full-year gross margin target of approximately 15 percent.


SMIC plans to expand production of 10,000 wafers on its mature 12-inch line this year-cnTechPost
 
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