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Chinese semiconductor industry
- Thread starter Hendrik_2000
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At this rate AMEC will grow 11.4x times by 2025H1, or up 1240%.Chinese top semiconductor equipment maker AMEC reported a 36.8% revenue increase. Its chairman Gerald Yin is keen to expand
AMEC, the Chinese top semiconductor equipment manufacturer reported a 36.82% year-on-year increase of revenue RMB1.339 billion ($207 million) in the first half of 2021. Sales of etching equipment reached RMB858 million ($132.8 million), an increase of 83.8% year on year, according to its roadshow held on August 25.
The Chinese Academy of Sciences breaks through EUV technology, and the price of ASML lithography machine is urgently reduced. Will China Core welcome a century of change?
The article says ASML has significantly reduced the prices of 28nm DUV equipment for China. Can this be a problem for SMEE 28nm?
ASML DUV scanners are 38nm not 28nm, but for avoiding export controls they are (193nm/1.35NA)*0.35 = 50nm, with an immersion system they increase the resolution to 38 and with software you can do even 7nm.The Chinese Academy of Sciences breaks through EUV technology, and the price of ASML lithography machine is urgently reduced. Will China Core welcome a century of change?
The article says ASML has significantly reduced the prices of 28nm DUV equipment for China. Can this be a problem for SMEE 28nm?
ASML is still using U.S. parts in their scanners from Cymer and others so is subject to interference from American politicians and to make things worse for ASML their products are the prime target for the U.S. Hawks talking about banning the sales of DUVi and EUV scanners to China while strangely not mentioning American companies like Advance Materials or Lam Research. So i think that uncertainty will be the big push driver for SMEE in the next years, combined with the fact that SMEE is the only piece of photolithography that Huawei can access.
antiterror13
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Chinese top semiconductor equipment maker AMEC reported a 36.8% revenue increase. Its chairman Gerald Yin is keen to expand
AMEC, the Chinese top semiconductor equipment manufacturer reported a 36.82% year-on-year increase of revenue RMB1.339 billion ($207 million) in the first half of 2021. Sales of etching equipment reached RMB858 million ($132.8 million), an increase of 83.8% year on year, according to its roadshow held on August 25.
I think SMEE is the top dog in China and AMEC is the second tier that equipment are used mainly for manufacturing LED, etc.
Wondering how the revenue of SMEE this year compare to AMEC and ASML ?
Samsung is building a 5nm FAB in Tyler city Texas that will start production in 2024, 1 year earlier than the delayed TSMC FAB 21 in Arizona, WOW!!! hope the US can able to consume all those 5nm Chips produced or we the consumer can benefit with a rock bottom priced due to supply glut...LOL
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@antiterror13 Sir , I think CETC holds that mantle instead of SMEE, I may be wrong but I based it on the size of its business and the depth of its product range.I think SMEE is the top dog in China and AMEC is the second tier that equipment are used mainly for manufacturing LED, etc.
Wondering how the revenue of SMEE this year compare to AMEC and ASML ?
AMEC mainly for ICI think SMEE is the top dog in China and AMEC is the second tier that equipment are used mainly for manufacturing LED, etc.
Wondering how the revenue of SMEE this year compare to AMEC and ASML ?
AMEC is pretty successful and their 5nm etching equipment is claimed to be used even by TSMC.I think SMEE is the top dog in China and AMEC is the second tier that equipment are used mainly for manufacturing LED, etc.
Wondering how the revenue of SMEE this year compare to AMEC and ASML ?
While SMEE is pretty successful in the back-end and substrate market in China, sadly is late to the party in the front-end market, by the time SMEE delivered their 90nm dry Arf scanner in 2017 ASML sadly already have established a monopoly inside China.
They don't even know what they are getting into. It will be a shocker to them in a few years.Samsung is building a 5nm FAB in Tyler city Texas that will start production in 2024, 1 year earlier than the delayed TSMC FAB 21 in Arizona, WOW!!! hope the US can able to consume all those 5nm Chips produced or we the consumer can benefit with a rock bottom priced due to supply glut...LOL
1.2K views1 hour ago
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