Chinese semiconductor industry

hvpc said:

they will not expand capacity output. advanced scanners will sit in crates until domestic advanced process tools are ready. now, they are just hoarding advanced scanners while they still can.

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56860 said:

Does anyone knowledgeable have any recent news on YMTC?

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tokenanalyst said:

There is a lot of collaboration in very important R&D and semiconductor production that you don't see even in the Chinese semiconductor media and new institutions as important as the Shanghai ICRD that don't even have a webpage, just a name reference in a listing and a lot of patents with this obscure institution name on it.

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tokenanalyst said:

-Is this capability unique to SMIC or China in general? because after the past year ban YMTC was left with a lot of unused tools that they asking US toolmakers to buyback.
-Is safe to say that a lot of the high maintenance parts are outside of US controls or a least is challenging for the US to enforce those controls?
-How these knowledge and experience of maintaining and repairing these US high end tools will translate to domestic toolmakers as these export controls get worse and worse in the coming years?

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二手设备主要面临的问题之一是，由于设备的制造年限相对老旧，其中的一部分零件如果需要更换可能找不到货源，或者即使找到货源原厂也不愿意卖给二手设备公司。当然，这种问题是挑战也是机遇，二手设备零部件的问题也给了国产半导体设备零部件厂商去实现国产替代的空间。据赛瑾科技总经理姚庆利介绍，一些零部件厂商已经以二手半导体设备为切入口，成功为光刻机设备制造零部件，目前一些国产的载片台平坦度已经达到0.1、0.2，和日本厂商的能力差不多。光刻机设备零部件的国产化，是很大的突破；同样，二手半导体设备的需求也促进了一些耗材的国产化。

无论是新设备还是二手设备，都会需要零部件和相应的操作系统等配套产品的开发适配，而这也是二手半导体设备商在多年的经营中已经积累了宝贵经验。这些经验都可以成为国产半导体设备发展的重要资料。
回到开头说所说，二手半导体设备在发展中已经带动了国产半导体零部件的发展。从零部件开始的国产化，会从盖板、螺丝开始，慢慢扩大范围，为未来整机制造打开一个又一个突破口。

One of the main problems faced by second-hand equipment is that because the equipment is relatively old, some of the parts may not be available if they need to be replaced, or even if the original source of goods is found, the original manufacturer is unwilling to sell it to a second-hand equipment company. Of course, this kind of problem is both a challenge and an opportunity. The problem of second-hand equipment parts also gives domestic semiconductor equipment parts manufacturers room to realize domestic substitution. According to Yao Qingli, general manager of Saijin Technology, some parts manufacturers have used second-hand semiconductor equipment as an entry point to successfully manufacture parts for photolithography equipment. At present, the flatness of some domestic carrier stages has reached 0.1, 0.2, and Japanese manufacturers The abilities are almost the same. The localization of lithography machine equipment parts is a big breakthrough; similarly, the demand for second-hand semiconductor equipment has also promoted the localization of some consumables.

Whether it is new equipment or second-hand equipment, it will require the development and adaptation of supporting products such as parts and corresponding operating systems, and this is also the valuable experience that second-hand semiconductor equipment manufacturers have accumulated in many years of operation. These experiences can become important information for the development of domestic semiconductor equipment.
Going back to what I said at the beginning, the development of second-hand semiconductor equipment has driven the development of domestic semiconductor components. The localization of parts and components will start with cover plates and screws, and gradually expand the scope, opening up one breakthrough after another for future complete machine manufacturing.

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tphuang said:

Again, I have no idea on specifics like if domestic alternative for kla is actually qualified at 28nm or if they are using another non Americanized option.

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gelgoog said:

They do have a website. Just do not expect it to be terribly up to date:

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This is basically the Chinese equivalent to IMEC in Belgium and they are located in Shanghai close to the SMIC and Hua Hong fabs there.

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tphuang said:

Again, I have no idea on specifics like if domestic alternative for kla is actually qualified at 28nm or if they are using another non Americanized option.

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Phead128 said:

I agree with everyone, I believe that China should not solely rely on the idea that European or Japanese supply chains will de-Americanize the US tech in the long-term because it's risky and unreliable solution. This process is largely beyond China's control. While China may occasionally influence such shifts, as many have pointed out, these shifts are vulnerable to arbitrary US political interference. China's only reliable solution is domestic full-stack tech, with sanction loopholes/bypass as only a temporary stop-gap measure until domestics arrive.

However, I'd like to introduce a subtle distinction in this discussion. The US, while influential, isn't all-powerful. Its sway over European and Japanese allies has boundaries and limitations. Every time the US exerts its geopolitical influence, it uses up valuable political goodwill. For instance, pushing a tech ban that impacts non-US technology (0% US tech, outside Wassenaar) to achieve vague goals (no clear objectives) while simultaneously affecting domestic and allied financial interests and without offering substantial compensations, costs the US significant political goodwill. Would the US really prioritize this over other pressing issues? To put it another way, the US will likely be strategic about its challenges, perhaps saving such a comprehensive tech ban for critical situations, like those involving Taiwan A.R., rather than engaging in ineffective power displays during peace-time that is clearly back-firing. In other words, US will carefully pick and choose it's battles, at the politically convenient time.

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tonyget said:

Anybody attending this conference？It starts tomorrow

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View attachment 120508

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