Nuh uh. We predicted this from the start of the bans practically 4 years ago.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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That would be hilarious. China is already way ahead in packaging so much so that AMD relies on Chinese packaging. This is how YMTC was able to get to higher layers than Samsung. If this is the next ban they might as well admit they can't do anything.
For real, are these people giving advice to the Americans actually MSS operatives?
Ya totally agree. I was going through the Product Portfolio of both LAM and AMAT and amazed at how many varieties of CVD, PVD, Etching products they have. The Chinese competitors are still years away to match both LAM and AMAT I feel. AMAT specially, is truly a Juggernaut when it comes to SMEs
I think the way Chinese SMEs, parts and material companies are distributed really obscures people's perception of the Chinese semiconductor industry and that will lead to poor judgments. Many people in the semiconductor industry are accustomed to main players monopolies in the established supply chain but now a vacuum has formed in China that Chinese companies are trying to fill at a rapid pace and people cannot accept it.
We can admit that Naura and AMEC are giants in their own right, but there are very few segments in which you cannot find a Chinese company with a product in production, verification or development. From etching, deposition, oxidation, diffusion, CMP, ion implantation, coating and development, cleaning, metrology, packaging, etc., from mature nodes to advanced nodes, they are growing faster and faster. The vacuum just get wider and wider leaving more room for them to keep growing.
To break Japan’s monopoly on the AMHS market, Ruixinku is determined to become China’s “Murata” and “Daifuku”
Founded in 2021, Jiangsu Ruixinku Intelligent Technology Co., Ltd. is headquartered in Kunshan, Suzhou. It is a leading AMHS solution provider in China and is committed to providing customers with high efficiency, high density, high flexibility, fast delivery, and low-cost solutions. . Ruixinku Intelligence focuses on NTB, STK, OHT, OHCV, EFEM, wafer manipulator and other equipment, and has full value chain R&D capabilities. The company has a R&D and production base in Kunshan, and has launched a variety of this type of equipment and has been put into use in major FAB factories for nearly 3 years.Zhao Jianyong introduced that from the beginning of its establishment, Ruixinku has been unswervingly developing OHT. It is currently the only domestically produced car that adopts PCB control. It has been iterated to the third generation and is fully qualified for mass production; STK and other equipment (including lifter , Conveyor, NTB, TW STK, etc.) have different numbers of project implementation cases. Among them, the self-developed 12-inch TW STK and the self-developed 12-inch Converyor are the only ones made in China. The self-developed STK is the company with the largest installed capacity in China. "It can be said that the company has a rich product line and is one of the few domestic companies that has implemented AMHS solutions. It also has successful cases of equipment implementation and acceptance in many leading domestic manufacturers."
It is worth mentioning that the localization level of parts for all AMHS products of Ruixinku has reached 85%. "After Ruixinku landed in Kunshan, it brought a group of parts suppliers together, forming a good industrial cluster, which is conducive to both parties jointly overcoming difficulties in optimizing the performance of parts." Zhao Jianyong said that some key parts, such as electrical, Safety-related sensors still rely on imports. Domestic manufacturers are making the final impact. AMHS manufacturers are considering reliability and have to wait for actual verification before adoption.
Xinqi Micropackaging: Advanced packaging technology has been reserved for many years
Xinqi Micropackaging (688630.SH) recently stated on the investor interactive platform that advanced packaging technology companies have been stocking up for many years, and their application fields include advanced packaging forms such as Flip Chip, Fan-In WLP, Fan-Out WLP and 2.5D/3D. The company's equipment adopts multi-optical engine parallel scanning technology, with automatic overlay, back alignment, intelligent correction, and WEE/WEP functions. It has obvious advantages in processes such as RDL, bumping, and TSV.
It is understood that Xinqi Micro-Device focuses on serving customers in the PCB field and pan-semiconductor field in the electronic information industry. Through excellent products, it helps customers achieve digital, unmanned and intelligent development while improving product quality and reducing production costs. After years of intensive cultivation and accumulation, it has served more than 400 customers, including leading enterprises in the industry such as Shennan Circuit and Jianding Technology. It has also signed strategic cooperation agreements with a number of listed companies.
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