Chinese semiconductor industry
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For new members on this thread without industry experience. My advise is to just not post for a few months and just read and learn from others here. I would give that advise on other popular thread too. The main points will be repeated enough that after a few months, you will be knowledgeable enough to offer better opinion
Let's say a SSA800 immersive version sells for $60million (which is about how much a 1980Di costs), then it's BOM is maybe $30 million (if we assume 50% gross profit to payback the depreciation & amortization + all the R&D cost and other fixed costs)
Double stage gets used in both dry and immersive scanner. Since dry scanner only costs $20million (for ASML), it reasons that double stage isn't one of the more expensive parts (thats' likely stuff with immersive scanner). So I would guess the cost per unit is under $5 million.
Which means they probably have order for at least 10 to 15 units. Now, we don't know how long of a period this is spread across. But certainly, this would be for both dry and immersive scanner.
This is from the original IPO document.
during the reporting period of 2017 , 2018 and 2019.. article clearly mentioned.
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Uprecision of Arfi has successfully developed too
Uprecision's double stage component is at the same level as ASML's most advanced double stage component (products above 2000 series) in a large generation.
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Question： Dr. Zhu Yu, is there any gap between the workpiece table developed by your research group and ASML company, or what gaps still exist?
Answer： At present, the workpiece table developed by our research group is at the same level as the most advanced workpiece table (products above 2000 series) of ASML company in a large generation. However, there is still a generation gap with ASML's 2000 series and above products in a small generation, and it can catch up with the international advanced level after one more iteration.
Zhu Yu led a major scientific and technological research team of more than 100 people. Facing the major technical needs of IC manufacturing equipment, focusing on the generation of nano-level motion precision, he carried out systematic, In-depth basic theory and key technology research. Presided over major national science and technology special projects and national basic scientific research projects, developed ultra-precision workpiece table systems, large-stroke air-flotation/maglev planar motors, six-degree-of-freedom nano-precision micro-motion tables and other core components of semiconductor manufacturing equipment, and mastered IC manufacturing The equipment includes a series of key technologies with independent intellectual property rights such as ultra-precision mechanical design and manufacturing, ultra-precision laser interferometry and calibration, nano-precision high-dynamic motion control, high-performance active/passive vibration isolation, etc.In October 2020, two companies co-founded by Dr. Zhu Yu, a tenured professor of the Department of Mechanical Engineering of Tsinghua University, are applying for IPOs on the Science and Technology Innovation Board: one is Beijing Huazhuo Jingke Technology Co., Ltd. (referred to as "Huazhuo Jingke"), and another Huahai Qingke Co., Ltd. ("Huahai Qingke") co-founded by him and owned by Tsinghua University.
Professor Zhu Yu is the founder of Uprecision and Hwatsing
@PopularScience ..
2015 July：Uprecision and SMEE signed joint technology development agreement
2018：Uprecision completed technology I&II development，and passed SMEE verification. Receive 7.95 million RMB from SMEE
2020：Uprecision completed another technology development. Receive 17.37 million RMB from SMEE
2021：Uprecision completed three technology development，and delivered one set of nanometer level precision system. Receive 26.39 million RMB from SMEE
2022：Uprecision completed another technology development. Receive 17.84 million RMB from SMEE
2023 Jan-Jun：Uprecision completed three technology development. Receive 12 million RMB from SMEE
Because of the technical difficulty in developing nanometer level precision system，the actual delivery time got delayed
2018：Uprecision completed technology I&II development，and passed SMEE verification. Receive 7.95 million RMB from SMEE
2020：Uprecision completed another technology development. Receive 17.37 million RMB from SMEE
2021：Uprecision completed three technology development，and delivered one set of nanometer level precision system. Receive 26.39 million RMB from SMEE
2022：Uprecision completed another technology development. Receive 17.84 million RMB from SMEE
2023 Jan-Jun：Uprecision completed three technology development. Receive 12 million RMB from SMEE
Because of the technical difficulty in developing nanometer level precision system，the actual delivery time got delayed
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Look at the description again，it say “报告期内”. Which means it is in the timeframe of the report，and the report was published on 2023 Dec
That was in 2017-2020. They delivered the DWSi versions between 2021 and 2023.
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