Chinese semiconductor industry

Achieving self-development of wafer transfer equipment and technological breakthroughs Honghu Semiconductor unveiled at SEMICON China 2023​

the equipment front-end module (EFEM) and wafer transfer machine (Sorter) independently developed by Honghu Semiconductor have many advantages: they can provide customized transfer solutions according to user functional requirements and provide various configuration options, including racks , carrying table, cleaning robot, wafer clamping method, purification micro-environment, etc.; can provide special process transfer solutions, including high temperature resistance, corrosion resistance, etc.; can provide customized development of TMC software; can provide 100/150/200 /300mm multi-standard wafer compatible transmission solution; with strong technical support capabilities, years of after-sales maintenance experience, rich parts supply resources, etc., to provide customers with richer and more detailed services.


Committed to the research and development and manufacture of wafer transfer equipment, breaking through the monopoly of foreign technology

Honghu Semiconductor was established in Suzhou, Jiangsu Province in 2016. It is a national high-tech enterprise focusing on the R&D and manufacturing of semiconductor wafer transfer automation equipment, and is committed to the localization of wafer transfer equipment and core components. The company's main products include equipment front-end modules (EFEM), wafer transfer machines (Sorter), vacuum transfer platforms (VTM), semiconductor core precision transfer components, etc.

Honghu Semiconductor is based on independent research and development. Wafer transfer equipment (Sorter/EFEM) is used in the front, middle and back-end processes of semiconductor equipment. In particular, 8/12-inch wafer sorting equipment has entered the domestic mainstream large silicon wafer production line and advanced packaging line.

In the field of wafer transfer equipment refurbishment and maintenance, Honghu Semiconductor has accumulated 15 years of rich experience, especially in the field of robotic arms with a number of exclusive authorizations and practical patents. Relying on the technical support of the repair center of Suzhou headquarters, Honghu Semiconductor has established its own fast repair centers in areas where the semiconductor industry gathers, such as Beijing and Shanghai, to better provide customers with professional services.

China's largest domestic silicon component manufacturer, Dunyuan Polycore's IPO on the main board of the Shenzhen Stock Exchange has been accepted​

the Shenzhen Stock Exchange recently accepted the application for listing on the main board of Ningxia Dunyuan Juxin Semiconductor Technology Co., Ltd. (abbreviation: Dunyuan Juxin).

According to the prospectus, Dunyuan Polycore is mainly engaged in the research and development, production and sales of silicon components and quartz crucibles. The company's silicon component products are mainly for chip equipment manufacturers and chip manufacturing enterprises. The specific products include: silicon ring, silicon shower head, silicon outer ring, silicon boat, silicon boat base, silicon inner tube, silicon injection tube, etc., with a wide range of products Applied to chip processing equipment such as etching equipment, heat treatment equipment (thermal oxidation, annealing, diffusion) and low-pressure chemical vapor deposition; silicon component material products are mainly oriented to silicon component companies, and the company’s silicon component materials will also be sold externally while meeting their own needs The main application scenario of quartz crucible is the production process of single crystal silicon (pulling method). The company's products are mainly divided into semiconductor quartz crucible and solar quartz crucible. The products are widely used in the production process of semiconductor and solar single crystal silicon rods.

Silicon components for semiconductors are new products in China. After 10 years of accumulation and operation, Dunyuan Polycore has become the largest silicon component manufacturer in China and has strong global competitiveness.

During the reporting period, the company's important customers included customer A, ATC, SKCSolmics, TEPCO Shanghai, TSMC, China Micro, Hejing Technology, Global Wafer, Japan Magnetron, etc. The company has achieved good cooperation with global top customers.

From 2020 to 2022, Dunyuan Juxin's operating income will be 262.679 million yuan, 601.8995 million yuan, and 1,091.8961 million yuan; net profits will be 50.0324 million yuan, 9994.98 million yuan, and 283.850 million yuan respectively.

Dunyuan Polycore’s IPO plans to raise 1.296 billion yuan, which will be invested in new silicon component production lines, quartz crucible production line upgrades, Dunyuan Polycore R&D center construction projects, global marketing network construction projects, existing plant purchase payments and Replenish working capital.

Dunyuan Juxin said that the new silicon component production line project plans to build a new silicon component processing and manufacturing base including production plants and supporting facilities by purchasing land, and increase the production capacity of high-purity silicon rings for etching machine accessories to support advanced engraving. Etching machine to meet the needs of large-size, high-quality wafer manufacturing. The construction of the project will help the company continue to deepen the semiconductor parts and materials industry, provide support for the growing demand for domestic semiconductor equipment, and expand the company's market share in the field of silicon components.

Guangliwei released a new generation of T4000 series general-purpose high-performance semiconductor parameter test system​

Recently, Hangzhou Guangli Microelectronics Co., Ltd. officially launched a new generation of general-purpose high-performance semiconductor parameter test system T4000. This series of products is an important supplement to the company's existing parallel perpin test equipment T4100S, which can cover the needs of different users. The listing of T4000 further expands the company's product line, marking another major breakthrough in the field of wafer-level electrical testing equipment.

T4000 general-purpose high-performance semiconductor parameter test system can cover the test requirements of all products such as LOGIC, CIS, DRAM, SRAM, FLASH, BCD, etc., and supports the parameter test of the third generation compound semiconductor (SiC/GaN).

The system has a rich WAT and WLR test algorithm library, adapts to all kinds of mainstream WAT probe cards, supports all major models of probe stations in the world, and can efficiently complete all conventional WAT parameters, conventional WLR parameters and addressable advanced test chips The test can be widely used in WAT, WLR and SPICE and other fields.

Compared with similar equipment on the market, T4000 series greatly shortens the time required to test each wafer by 20% to 200%. It has high cost performance and is more suitable for production lines of 8 inches and below which are more sensitive to cost. . Because of its comprehensive functions, high stability and good compatibility, it can not only be used in new production lines, but also be used to replace the old test equipment in the original fab.

This seems like China's big retaliation. Keep in mind that China has 95% market share in Gallium production.

Global major suppliers are Yunnan Germanium, Umicore, Yunnan Chihong Zn and Ge, Teck, Zhonghao Technology, AXT Inc, JSC Germanium, Shenzhen Zhongjin Lingnan, PPM Pure Metals, Sihuan Zinc and Germanium, Indium Corporation, GEAPP and Photonic Sense. Most of those suppliers are based in China. During them, Yunnan Germanium is the market leader with production share of 25%.

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similarly in Germanium.

I wonder how this will play out

Seems like this will be huge for large GaN producers

KYli said:

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I hope the Big 3 don't have any high hopes on their market share forever being high in China because of autos.

tphuang said:

I wonder how this will play out

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This may be huge, not just for the metals banned, but for the consequences. We are moving into uncharted territory....

Here is the .

Of course the strong message from China to US is "you can't keep banning anything you want, as much as you want. There are consequences". But US will use this to further push for decoupling (at least for Western countries).

We are definitely entering a new chapter in this tech war.

BTW interesting the timing of the ban, just hours after the announcement of Yellen's visit. This "trick" to welcome the guest with some odd ball, just before the visit, is a thing Chinese have learned from Blinken and Sullivan (two of Biden's ventriloquists). I already noted in the past that they did it on multiple occasion, eventually China liked it.

tphuang said:

https://twitter.com/i/web/status/1675809319164715010

This seems like China's big retaliation. Keep in mind that China has 95% market share in Gallium production.

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similarly in Germanium.

I wonder how this will play out

Seems like this will be huge for large GaN producers

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IMO the actual meat of this restriction will probably be pretty mild, but it's symbolically important as the first time that China has used its rare earth dominance for retaliation.

Going so far over a pretty low-impact ban on a few DUV models would be weird. I view this more as an implicit warning that going any further restrictions will result in actually significant rare earth controls than as a big retaliation in itself.