Ever since the first round of sanctions that targeted EUV in 2018, and the slow but ever increasingly ramp up over the years, it should have been obvious years ago that lithography was China's achilles heel and that America could cut off DUVi if they really pushed for it. They should have massively increased R&D and ramped up production 5 years ago if they had any foresight at all.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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And the same can be said about the US, IF they implement a full ban 5 years ago then the Chinese will be crippled by at least 5 years. I have to agree with Dylan Patel assessment, the puzzle approach sanction had given the Chinese time to produce an import substitute with no major delay, it had strengthen the Chinese semiconductor rather than weakened it. This additional restriction will have the same result as the ship had already sailed a long time ago.
Jingce Electronics: The subsidiary plans to sell multiple semiconductor front-end measurement equipment, etc.
Jingce Electronics announced on the evening of October 22 that the company’s holding subsidiary Shanghai Jingce recently signed a sales contract with a customer and plans to sell multiple semiconductor front-end measurement equipment to the customer. The total contract amount reaches $19.89 million.
Previously, Jingce Electronics announced that from March 5, 2023 to October 8, 2023, the company’s controlled subsidiary Shanghai Jingce and its subsidiaries within the scope of its consolidated statements signed multiple sales contracts with customers for twelve consecutive months. Contract to sell multiple sets of semiconductor front-end quality testing equipment to customers. The cumulative contract amount reached 308 million yuan.
Jingce Electronics pointed out that if this contract can be performed smoothly, it is expected to have a positive impact on the company's operating results. The signing of this contract reflects the customer's high recognition of the company's semiconductor measurement equipment, which will help expand the company's brand influence and enhance the company's market competitiveness.
Previously, Jingce Electronics announced that from March 5, 2023 to October 8, 2023, the company’s controlled subsidiary Shanghai Jingce and its subsidiaries within the scope of its consolidated statements signed multiple sales contracts with customers for twelve consecutive months. Contract to sell multiple sets of semiconductor front-end quality testing equipment to customers. The cumulative contract amount reached 308 million yuan.
Jingce Electronics pointed out that if this contract can be performed smoothly, it is expected to have a positive impact on the company's operating results. The signing of this contract reflects the customer's high recognition of the company's semiconductor measurement equipment, which will help expand the company's brand influence and enhance the company's market competitiveness.
Looks like RSLaser could have some competition in the future in Shenzhen.
Shenzhen Shengfang Technology Co., Ltd. is a high-tech enterprise integrating excimer laser R&D, production, sales and service.
Based on the Chinese Academy of Sciences’ 40 years of excimer laser technology research and development experience and the successful transformation of related technical achievements, Shengfang Technology took the lead in launching a series of domestic excimer lasers with independent intellectual property rights, breaking the long-term monopoly of foreign products. The main applications of the products In the fields of industrial manufacturing, scientific research and medical diagnosis and treatment, it has been highly recognized by the market and fully meets the needs of customers in fiber optic writing, fine processing, laser marking, laser annealing, thin film preparation, material surface treatment and other aspects.
Focusing on the equipment needs of national strategic industries, Shengfang Technology will use its years of technology accumulation and core technology advantages in the field of excimer lasers to continuously break through the "stuck neck" related technical bottlenecks, develop and launch in the fields of semiconductor integrated circuit manufacturing, flat panel display manufacturing and other fields. The required high-end excimer laser system equipment and technical services with high power, high repetition frequency and high beam quality.
Shengfang Technology will be based in China, look at the world, and take "building a world-renowned Chinese excimer laser brand" as its mission to provide customers with the best excimer laser product solutions.
Shenzhen Shengfang Technology Co., Ltd. is a high-tech enterprise integrating excimer laser R&D, production, sales and service.
Based on the Chinese Academy of Sciences’ 40 years of excimer laser technology research and development experience and the successful transformation of related technical achievements, Shengfang Technology took the lead in launching a series of domestic excimer lasers with independent intellectual property rights, breaking the long-term monopoly of foreign products. The main applications of the products In the fields of industrial manufacturing, scientific research and medical diagnosis and treatment, it has been highly recognized by the market and fully meets the needs of customers in fiber optic writing, fine processing, laser marking, laser annealing, thin film preparation, material surface treatment and other aspects.
Focusing on the equipment needs of national strategic industries, Shengfang Technology will use its years of technology accumulation and core technology advantages in the field of excimer lasers to continuously break through the "stuck neck" related technical bottlenecks, develop and launch in the fields of semiconductor integrated circuit manufacturing, flat panel display manufacturing and other fields. The required high-end excimer laser system equipment and technical services with high power, high repetition frequency and high beam quality.
Shengfang Technology will be based in China, look at the world, and take "building a world-renowned Chinese excimer laser brand" as its mission to provide customers with the best excimer laser product solutions.
These lasers are not for scanners not even steppers. Laser frequency is an order too low.
Wow... You must have started that one!
Looks like RSLaser could have some competition in the future in Shenzhen.
...and I'm only pointing out they are far from having that capability to compete with RS Laser.
how well is china doing in terms of supplying it's car components, well one major supplier is Novosense
They have here some of the chip solutions they provide for 800V architecture and usage of SiC. A large part of success of domestic chipmaker in supply chain involves need for improved analog chips.
for 800V platform's 3 electrical system (OBC, DC-DC, BMS), air compressor, PTC (electric heating device), electric motor all have to see increase Voltage
The page there tries to explain the isolation technology needed for 800V. Needless to say, not simple.
But novosense does offer a range of product
They actually sell quite a bit. did a look into them, but Chinese automaker still buys way too much from Infineon, ST and other Western firms.
They have here some of the chip solutions they provide for 800V architecture and usage of SiC. A large part of success of domestic chipmaker in supply chain involves need for improved analog chips.
Usage of SiC over IGBT/Si MOSFET result in module weight being halved, reducing weight by 9kg, highest power reaching 220kW, dimension reduced by 40%
for 800V platform's 3 electrical system (OBC, DC-DC, BMS), air compressor, PTC (electric heating device), electric motor all have to see increase Voltage
The page there tries to explain the isolation technology needed for 800V. Needless to say, not simple.
But novosense does offer a range of product
it has isolation & driver product for OBC, DC-DC, electric motor, BMC, heat management system. All world leading. keeping domestic supply chain safe.
They actually sell quite a bit. did a look into them, but Chinese automaker still buys way too much from Infineon, ST and other Western firms.
He has good grounds for believing this. Look into what happened in the space industry - European vendors developed an entire family of ITAR-free products (including complete satellites) to serve the Chinese markets, after the Cox report in the US led to a complete ban on any sort of US commercial space technology being sold to China.
If they built ITAR-free satellites for the Chinese market, I think they can / will build de-Americanized EUVs for the Chinese market.
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