Chinese semiconductor industry

What we have been saying for a while, except for EUV and wafers size, equipment can be used for multiple range of nodes. Tools that are now rated for 28nm in the future could be rate to 7nm or 5nm process node with minimal upgrades or none.

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Zhongwei Company: There is no separate production of 7nm or 28nm chip etching equipment​

recently, some investors asked a question on the investor interactive platform: May I use a 28-nanometer lithography machine to prepare a 7-nanometer chip with a 7-nanometer etching machine or a 28-nanometer one?
China Micro Corporation (688012.SH) stated on the investor interaction platform on August 10 that the etching equipment developed by the company can generally cover the process requirements of multiple processes, and there is no etching equipment for independently producing 7nm or 28nm chips.
As of press time, the market value of Zhongwei Company is 88.736 billion yuan, and the stock price is 143.54 yuan per share, an increase of 2.16% from the closing price of the previous day.

tokenanalyst said:

What we have been saying for a while, except for EUV and wafers size, equipment can be used for multiple range of nodes. Tools that are now rated for 28nm in the future could be rate to 7nm or 5nm process node with minimal upgrades or none.

​

Zhongwei Company: There is no separate production of 7nm or 28nm chip etching equipment​

recently, some investors asked a question on the investor interactive platform: May I use a 28-nanometer lithography machine to prepare a 7-nanometer chip with a 7-nanometer etching machine or a 28-nanometer one?
China Micro Corporation (688012.SH) stated on the investor interaction platform on August 10 that the etching equipment developed by the company can generally cover the process requirements of multiple processes, and there is no etching equipment for independently producing 7nm or 28nm chips.
As of press time, the market value of Zhongwei Company is 88.736 billion yuan, and the stock price is 143.54 yuan per share, an increase of 2.16% from the closing price of the previous day.

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Makes you wonder how the bureaucrats in the US wish to continue sales of their chip equipment makers for "less advanced" chips.

HHGrace sales up 1.7%

Bloomberg: Tokyo Electron Says Chinese Firms Are Buying Up Legacy Chip Tech
Chip gear maker predicts strong demand from China to continue. “Our Chinese clients are well aware of the restrictions and have reworked their strategies,” said Hiroshi Kawamoto, head of TEL's finance unit. The company’s seen no impact on operations or sales from Japan’s new curbs on shipments of chipmaking equipment, effective last month.

Jiuri New Materials: Photoresist special photosensitizer PAC has been supplied to some enterprises in small batches​

stated on the investor interaction platform on August 10 that up to now, Dajing Information’s special photosensitizer PAC for photoresist has been supplied to some enterprises in small batches, and the company will continue to accelerate the promotion of photolithography. The progress of related work on photosensitizer PAC for glue.
As of press time, the market value of Jiuri New Materials is 3.298 billion yuan, and the stock price is 29.65 yuan per share, an increase of 1.13% from the closing price of the previous day.

Sometimes we are so focus in the mainstream products of the semiconductor industry like memory and processors that we forget that there are many more products that are micro-nano fabricated.

The first domestic chip atomic clock production line was put into operation in Tianjin!​

According to the website of the Tianjin Municipal People's Government, the first domestic chip atomic clock production line built by Tianjin Huaxintai Technology Co., Ltd. was recently completed and put into operation in Tianjin Binhai High-tech Zone. This production line can reach an annual production capacity of 30,000 units, indicating that my country has broken the foreign monopoly in the field of chip atomic clocks, broken through the "stuck neck" problem of key devices, and can meet the urgent needs of domestic products of this technology in related fields.

According to public information, the CPT atomic clock is a new type of atomic clock realized by using the principle of coherent layout and confinement of atoms. Since microwave resonators are no longer needed, it can be truly miniaturized. The CPT atomic clock is considered to be integrated into a chip, so it is also called a chip scale atomic clock (CSAC, chip scale atomic clock). An atomic clock.

According to the different types of atoms selected by atomic clocks, atomic clocks can be divided into hydrogen atomic clocks, cesium atomic clocks, rubidium atomic clocks, etc. Among them, the CPT atomic clock has the characteristics of miniaturization and low power consumption, and its accuracy is equivalent to that of rubidium atomic clock.

It is reported that the chip atomic clock belongs to the core basic device in the field of time and frequency technology in electronic information technology. It has the characteristics of high timing accuracy, low power consumption, and small size. It is suitable for satellite navigation timing, communication synchronization, underwater detection and other application fields. Wide application space. At present, my country's chip atomic clocks are mainly used in the field of satellite navigation, network systems and sensors, electronic warfare protection and underwater systems.

Liang Xiaopeng, chairman of Huaxintai, said, "The commissioning of this production line not only marks a breakthrough in my country's chip atomic clock 'stuck neck' technology that has been monopolized by foreign countries for a long time, but more importantly, the successful industrialization of technical products. With the demand In the near future, we will build a production line of 100,000 or even a million units, and at the same time speed up the iterative upgrade of products, continuously introduce better, stronger, and more advanced products, and become bigger in the time-frequency field Be stronger."

Tongfu Microelectronics has established 2.5D Chiplet production line in 2021 and already has 5nm mass production capacity and is developing 4nm mass production capacity.

mst said:

Bloomberg: Tokyo Electron Says Chinese Firms Are Buying Up Legacy Chip Tech
Chip gear maker predicts strong demand from China to continue. “Our Chinese clients are well aware of the restrictions and have reworked their strategies,” said Hiroshi Kawamoto, head of TEL's finance unit. The company’s seen no impact on operations or sales from Japan’s new curbs on shipments of chipmaking equipment, effective last month.

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Translation: We're screwed!