Chinese semiconductor industry

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tphuang

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The key to focus on is just how much China's domestic supply chain builds up.

It's happening crazy fast due to sanction fears & de-risking. Western supply chain really won't know what hit them.

The most amazing part about Mate 60 is the full domestic supply chain (outside of DRAMs) that got built up in the process. Most recently, fingerprint scanner that Goodix is developing

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
stay humble. All of China's industries are growing, but they got a long way to go. Frankly, we'd be happy right now if their equipments can be used to complete a de-americanized 14nm process
 

tonyget

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中微尹志尧:限制进口零部件100%替代并非全部国产

对于替代限制进口零部件的相关规划,尹志尧在本次股东大会上对爱集微表示,“这中间涉及一个词(国产替代)的问题。我的原意是中微有一部分受限制的零部件,其中80%可以在今年底实现替代,到明年底大概可以全面解决问题。这不一定全都是国产,可能也会有其它不受限制的解决方案。因为世界上还有很多国家及地区积极参与和支持我们。”

值得一提,2022年8月19日,在科创板开市三周年云上峰会,尹志尧在主旨发言中曾表示,中微刻蚀机大概60%的零部件是在本土生产和采购,需要从美国采购的部分大概10%上下。MOCVD设备80%的零部件已经国产化,还有5%左右要从美国进口。从目前的进度来看,中微公司正在积极推进限制进口零部件替代,并坚定发展本土半导体产业链。

AMEC Yin Zhiyao: 100% substitution of imported parts does not mean domestically produced all parts

Regarding the related plans to replace restricted imported parts, Yin Zhiyao told Aijiwei at this shareholders’ meeting, “This involves a word (domestic substitution). My original intention is that Aiji Micro has some restricted parts. 80% of them can be replaced by the end of this year, and the problem will probably be fully solved by the end of next year. These are not necessarily all domestically produced, and there may be other unrestricted solutions. Because there are many countries and regions in the world that actively participate in and Support us."

It is worth mentioning that on August 19, 2022, at the cloud summit on the third anniversary of the opening of the Science and Technology Innovation Board, Yin Zhiyao said in his keynote speech that about 60% of the parts of China Micro etching machines are produced and purchased locally. About 10% is purchased from the United States. 80% of the components of MOCVD equipment have been domestically produced, and about 5% have to be imported from the United States. Judging from the current progress, China Micron is actively promoting the restriction of substitution of imported parts and resolutely developing the local semiconductor industry chain.
 

tokenanalyst

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Huahai Chengke: Self-developed products such as granular epoxy plastic sealants can be used for fan-out wafer-level packaging​

Huahai Chengke recently stated in an institutional survey that the main share of the domestic market in the field of high-performance epoxy plastic sealants is occupied by Japanese companies, and only a few domestic companies can achieve batch supply. Huahai Chengke's revenue from high-performance epoxy molding compounds accounts for more than 50% of its total revenue. Domestic substitution is gradually being realized.
In addition, Huahai Chengke said that the company's granular epoxy molding compound (GMC) can be used for HBM packaging. The relevant products have passed customer verification and are now in the sample delivery stage.
In terms of fan-out wafer-level packaging (FOWLP), Huahai Chengke said that FOWLP packaging began in the first decade of the 21st century. Because of its asymmetric packaging form, new requirements such as warpage control of epoxy plastic encapsulation materials have been put forward. , and at the same time, the epoxy molding compound is required to not show any delamination and maintain good electrical properties of the chip after a series of more stringent reliability assessments. At present, the granular epoxy molding compound (GMC) EMG-900-C product series and liquid molding compound (LMC) independently developed by Huahai Chengke can be used for fan-out wafer-level packaging.
An investor asked whether Huahai Chengke's business is involved in the optical module market. Huahai Chengke responded that optical modules are one of the core components of optical fiber communication systems. The packaging materials and packaging forms involved are relatively diverse. At present, Huahai Chengke does not have direct business dealings with companies in this field.

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tphuang

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China advance packaging supply Chain.

No an expert in semantics but that is exactly what it means.
And these guys are stupid if they are not stocking up a year of supply at least.

And I wonder since the number of machines they produce is so few that they can always source it from 3rd party sources
 

tokenanalyst

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And these guys are stupid if they are not stocking up a year of supply at least.

And I wonder since the number of machines they produce is so few that they can always source it from 3rd party sources
According to AMEC, LAM basically disappeared from Chinese market. They and Naura have taken over the etching market.


Affected by this, AMEC's market share in the capacitively coupled plasma (CCP) etching equipment market is expected to increase from 24% in October last year to 60%. As for the inductively coupled plasma (ICP) equipment market, after the once-dominated U.S. Lam Semiconductor 's market share has dropped significantly, AMEC 's market share may rise from almost zero to 75%. As the core business, the combined revenue of CCP and ICP etching equipment accounted for approximately 68% of China Micro's total revenue in the first half of the year.
 
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