Chinese semiconductor industry

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tokenanalyst

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Rumors about upgrading existing litho tools might have some truth. Another team from Tsinghua (not Uprecision) created a new type of dual frequency laser interferometer, which improved litho error from 24nm to 6nm. I’m guessing they referred to overly error?
That is just positioning. Overlay is different.

this are specs of the device:

The test results of the birefringence-Zeman dual-frequency laser interferometer by the Chinese Academy of Metrology: the frequency stability is 10 -8 , the resolution is 1 nm, the nonlinear error is less than 1 nm (shown in Figure 6), and the drift is 35 nm in 12 hours (As shown in Figure 7), the measurement error of 70 m length is less than 5 μm. These data come from the test certificates of the Chinese Academy of Metrology: CDjx 2014-2352, CDjx 2018-4810, CDjx 2020-04463, etc.

It can measure an object 70 meters away with a precision of 5 micrometers, a human hair has on average 120 micrometers in width. It will mark 70.0000000XXX meters all the time.

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tokenanalyst

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Dinglong Shares: Agree with the subsidiary to increase capital and expand shares to invest in the KrF/ArF photoresist industrialization project​

Dinglong Co., Ltd. issued an announcement stating that the company reviewed and approved the "About the Implementation of Capital Increase and Share Expansion of Wholly-Owned Subsidiaries and Joint Investment and Construction of an Annual Production of 300 Tons of KrF/ArF Photoresist with the Employee Stock Ownership Platform" "Industrialization Project Proposal", which agreed that the company would increase the capital of its wholly-owned subsidiary Dinglong (Qianjiang) New Materials Co., Ltd. and introduce two employee stock ownership platforms and a new investor to jointly invest in the construction of annual production capacity through capital increase and share expansion. 300 tons KrF/ArF photoresist industrialization project.

The implementation location of this project is No. 1, Changfei Avenue, Jianghan Salt Chemical Industrial Park, Qianjiang City, Hubei Province; the implementation entity is Dinglong (Qianjiang) New Materials Co., Ltd.; the construction content includes: new main production plant, power center, central control room, The building area of warehouses and tank farms is 16,620.94 square meters, and more than 520 units (sets) of instruments and equipment such as reactors, mixing kettles, liquid storage tanks, centrifuges, and mass spectrometers have been purchased, and supporting safety and environmental protection facilities have been constructed. The estimated total investment of this project is 803.953 million yuan; the project is expected to be completed in the fourth quarter of next year.

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tokenanalyst

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Rumors about upgrading existing litho tools might have some truth. Another team from Tsinghua (not Uprecision) created a new type of dual frequency laser interferometer, which improved litho error from 24nm to 6nm. I’m guessing they referred to overly error?
Also I think most future lithography machines in China are going to use grating interferometry, which can deliver superior performance and resolution, although if cheap enough this kind of interferometers could be used in metrology tools, packaging manufacturing equipment, hybrid bonders and cheaper less advanced lithography machines.

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tphuang

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Nanjing GuoSheng has start producing GaN-on-Si epitaxy. This is CETC 55th institute. I have to look a little further into the production details, because it doesn't make a lot of sense.

But you can see why PLA's GaN AESA radar cost is so low. Subsidized by fab production that provides wafers in civilian business
 

tphuang

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Honor 60 Pro uses OnMicro OM9902-11 phase 5N power amplifier module

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I see now, phase 5N power amplifier is L-PAMiF
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Looks like OnMicro got here before Vanchip because Vanchip only claimed to have entered mass production with 5N last year.

I think we are in phase 7 now with L-PAMiD and both OnMicro & Vanchip got there a few months ago, so maybe we will read about it from TechInsights in 2025
 

tphuang

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Dinglong Shares: Agree with the subsidiary to increase capital and expand shares to invest in the KrF/ArF photoresist industrialization project​

Dinglong Co., Ltd. issued an announcement stating that the company reviewed and approved the "About the Implementation of Capital Increase and Share Expansion of Wholly-Owned Subsidiaries and Joint Investment and Construction of an Annual Production of 300 Tons of KrF/ArF Photoresist with the Employee Stock Ownership Platform" "Industrialization Project Proposal", which agreed that the company would increase the capital of its wholly-owned subsidiary Dinglong (Qianjiang) New Materials Co., Ltd. and introduce two employee stock ownership platforms and a new investor to jointly invest in the construction of annual production capacity through capital increase and share expansion. 300 tons KrF/ArF photoresist industrialization project.

The implementation location of this project is No. 1, Changfei Avenue, Jianghan Salt Chemical Industrial Park, Qianjiang City, Hubei Province; the implementation entity is Dinglong (Qianjiang) New Materials Co., Ltd.; the construction content includes: new main production plant, power center, central control room, The building area of warehouses and tank farms is 16,620.94 square meters, and more than 520 units (sets) of instruments and equipment such as reactors, mixing kettles, liquid storage tanks, centrifuges, and mass spectrometers have been purchased, and supporting safety and environmental protection facilities have been constructed. The estimated total investment of this project is 803.953 million yuan; the project is expected to be completed in the fourth quarter of next year.

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Everyone was concerned about arf photoresist here last year. Now, another project for 300t photoresist. I don’t think we need to be concerned about this anymore. Not enough to supply domestic need but enough for sanctions to be unlikely
 

tokenanalyst

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Chituo Technology received Series B financing and is a new high-end memory chip manufacturer.​


investment institutions such as the United Nations New Fund, Zhejiang Financial Holdings, and Shangqi Capital jointly participated in the Series B financing of Zhejiang Chituo Technology Co., Ltd. (hereinafter referred to as Chituo Technology) to help accelerate its research and development and industry ization process.

Founded in 2016, Chituo Technology focuses on the R&D, production and sales of new high-end memory chips and related chips, and provides semiconductor chips and application solutions for the Internet of Things, artificial intelligence, industrial control and automotive electronics.

Information from the National Research Fund shows that Chituo Technology has a domestically leading and world-class 12-inch new memory chip pilot line, established multiple advanced process platforms such as 28nm and 40nm, and independently developed and mastered a complete set of key technologies for MRAM design and manufacturing, successfully It develops a series of products such as independent memory chips and embedded IP, and its technical level is in the first echelon in the world. It is a leading domestic new high-end memory chip design and manufacturing manufacturer.


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