Chinese semiconductor industry

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tokenanalyst

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Microguide Nano's revenue in the first three quarters was 970 million yuan-1.07 billion yuan, a year-on-year increase of 151.91%-177.88%.​


Microguide Nano released a performance forecast stating that the company expects to achieve a cumulative operating income of approximately 970 million yuan to 1.07 billion yuan in the first three quarters of 2023, a year-on-year increase of approximately 151.91% to 177.88%.

As the leading supplier of semiconductor thin film deposition equipment in China, Microconducting Nano will continue to accelerate product development, industrial verification and application in various subdivisions in the semiconductor field, and achieve breakthroughs in the localization and industrialization of multiple thin film deposition and processing technologies. While maintaining the market competitiveness and share of ALD products, we will continue to launch more competitive thin film deposition series products such as CVD.

Microguide Nano pointed out that the application scenarios of the company's semiconductor ALD equipment all represent the diversified development direction of processes in various domestic semiconductor subdivisions. There are equipment orders in the fields of logic chips, memory chips, new display chips, and compound semiconductors, and it is gradually promoting the Client validation or acceptance.

The iTronix® series of CVD equipment launched by the company based on the strategic needs of customers' key process development is a new product series independently developed by Microguide Nano based on the strategic needs of customers' key process development; suitable for silicon oxide, silicon nitride, silicon oxynitride, The deposition process of various thin films such as amorphous silicon can be widely used in chip manufacturing in fields such as logic, storage, advanced packaging, display devices, and compound semiconductors.

In the field of semiconductors, Microconductor Nano is the first domestic equipment manufacturer to successfully apply mass-produced High-k atomic layer deposition (ALD) equipment to the front-end production line of 28nm node integrated circuit manufacturing. It has established partnerships with many domestic manufacturers. With an in-depth cooperative relationship, related products cover many subdivided application fields such as logic, storage, compound semiconductors, and new displays, and many key indicators of equipment have reached advanced levels.

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tokenanalyst

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Xuzhou Bokang: Laying out the entire industry chain to build a leading company and continue to tackle the localization of photoresist.​


Du Guangyu analyzed that on the one hand, we must focus on the current low replacement rate of localization and improve the localization rate of the main types of photoresist G line, I line, KrF, and ArF; on the other hand, we must In the long term, as semiconductor nodes develop towards smaller sizes, it is necessary to continuously improve photoresist resolution, line edge roughness, process windows, special scene applications, etc., and strengthen photoresist technology research.

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ansy1968

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The ASML NXT2000i was out in 2018 and SMIC binge and stockpile those scanners all the way to 2020-2021 plus the scanners that are disposable from failed projects in China, not counting their stockpile of other tools, so is safe to say that SMIC has enough tools for sizable production of 7nm and less for some time until lithography and other semiconductors tools in China catch up and are verify for 7nm and below in the near future.
Prof ASML had over 2,000 personnel in China, so they can able to maintain those machine, my question is, can they upgrade NXT 1980i to NXT 2000i? use Gigaphoton or RS laser? From my understanding BOTH NXT 1980i and NXT 2000i share the same component except for MMO overlay, some optics and maybe a more powerful power source?
 

Temstar

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This is the official text (for people inclined to read long legalese stuff):

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The summary of the changes is at page 5


I'd wait for a deep review form expert people....

From what we can read as of today, it does not seem such a "big" thing, and nothing compared to the last year's one.

- Yes, Biren and Moore Thread are now on entity list, but this was very well expected (actually it was a miracle they were not already there).

- Yes, Nvidia H800 should be further crippled to below 300 TOPS, but is this really such a heavy blow?

- Yes, there will be further limitations on SME equipment, but above 14/16nm US firms are already out of the market the facto, and below 16nm they were already banned since last year.

Overall, I'd wait to see if there will be some last minute "surprise" that sneaks in before final version, but current version seems very AI focused and even in that scope, is far from clear the real impact on NVIDIA actual sells on the Chinese market.

The real big, heavy blows like: ASML banning, EDA banning, TSMC / Samsung foundry services banning, even not to mention the brain-dead idea of banning RISC-V and other open source stuff for China, all this seems out of the scope of current version.


EDIT: It seems ASMLis somehow affected:

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It seems even the consumer grade RTX4090 made it onto the ban list:
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Surely for gamers this card is going on the daigou list just like milk powders from yesteryear?
 

tokenanalyst

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It seems even the consumer grade RTX4090 made it onto the ban list:
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View attachment 120226
Surely for gamers this card is going on the daigou list just like milk powders from yesteryear?
Nvidia is in a gigantic trouble here. They already pay for that wafer capacity and now they will have to sells those GPUs at a massive discount and that will obviously create a black market for this GPUs.
 

tphuang

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Xuzhou Bokang: Laying out the entire industry chain to build a leading company and continue to tackle the localization of photoresist.​


Du Guangyu analyzed that on the one hand, we must focus on the current low replacement rate of localization and improve the localization rate of the main types of photoresist G line, I line, KrF, and ArF; on the other hand, we must In the long term, as semiconductor nodes develop towards smaller sizes, it is necessary to continuously improve photoresist resolution, line edge roughness, process windows, special scene applications, etc., and strengthen photoresist technology research.

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View attachment 120225
This is pretty huge. I think they are the first to do immersive photoresists in China, but Shanghai Sinyang also has the capability now. It's unclear to me if their product lineup covers the entire need (my guess is no). The bigger question is how quickly they can ramp up production
 

european_guy

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Xuzhou Bokang: Laying out the entire industry chain to build a leading company and continue to tackle the localization of photoresist.​


Xuzhou Bokang according to havoc is one of the most advanced photo-resist manufacturer today in China, so is a company to follow closely because especially Arf immersion photoresist is a key component for self-sufficiency.

. At present, the company has more than 500 technical personnel, accounting for more than 70%. The front-line R&D team has more than 200 people, of which more than 50% are masters and doctors

Achieved large-scale production of 1,100 tons of photolithography materials

From the perspective of foreign development history, after many years of development, there are only six or seven companies in the world that support the photoresist industry. The domestic photoresist market is smaller than the global market. Accelerating integration will form two or three leading companies in the next two to three years. It's the right way.

Du Guangyu predicts that Xuzhou Bokang's sales will increase three to four times compared to last year, and Xuzhou Bokang plans to cover 80% of all photoresist categories within three years
 

KYli

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Basically, after the sanctions fully kick in and Chinese fabs got what they wanted. ASML would be in a sharp decline in sales.
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Bookings fell 42% to €2.6 billion ($2.8 billion) in July through September from the previous quarter, ASML — the only producer of the lithography equipment needed to make the world’s most advanced semiconductors — said in a statement Wednesday. That compares with an average estimate of €4.5 billion among analysts polled by Bloomberg.

China accounted for 46% of ASML’s sales in the third quarter, compared to 24% in the previous quarter and 8% in January to March. Taiwan was 24%, down from 34% in the second quarter.

“Our Chinese customers say: We are happy to take the machines that others don’t want,” Chief Executive Officer Peter Wennink had said earlier this year. “Because their fabs are ready. They can take the tools.”
 
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