Chinese semiconductor thread II
- Thread starter vincent
- Start date
a lot of this is hard for us to assess just how much they need and what the domestic industries for example. If you take a look at 晶瑞电材
check this report
They had 1725t of photoresist production capacity in 2022, but only produced 928t and sold 915t, actually down from the year before.
In first 3 months of 2023, they grew to 700t of capacity and produced just 198t and sold just 206t. These guys are continuing to build krf photoresist. Of course, a lot of their progress really depends on completing validation with fabs and then ramping up production. The capacity is there, even if production is not necessarily there. Also, I'm sure in emergency situation, SMIC could accept still validating photoresist and put in huge orders. But as with everything else, it's already tough enough for chinese fabs to be getting adequate yield on their process. It might be too much to ask for to also deal with losing yield for something that's not yet sanctioned
check this report
They had 1725t of photoresist production capacity in 2022, but only produced 928t and sold 915t, actually down from the year before.
In first 3 months of 2023, they grew to 700t of capacity and produced just 198t and sold just 206t. These guys are continuing to build krf photoresist. Of course, a lot of their progress really depends on completing validation with fabs and then ramping up production. The capacity is there, even if production is not necessarily there. Also, I'm sure in emergency situation, SMIC could accept still validating photoresist and put in huge orders. But as with everything else, it's already tough enough for chinese fabs to be getting adequate yield on their process. It might be too much to ask for to also deal with losing yield for something that's not yet sanctioned
I think SMIC and Huawei are better prepared, they have been taken shares on equipment and materials companies, including photoresist companies. So they can scale up pretty quickly if they have to. My worries are more like CXMT and HHGrace.
Xuzhou Bokang started project for 1100t photoresist material back in Oct 2021
彤程新材 (RA Chem) here is said to have achieved mass production Arf photoresist
徐州博康 (Xuzhou Bokang) has invested deeply and have fully supply chain capabilities all the way up to Arfi
2023 g/i domestic rate is 20%
krf is 5% (according to Shanghai sinyang)
Arfi is 1%
Getting big fund investment in Nata and Jingrui.
RA Chem has 8000t of capacity for flat screen photoresist. 1000t+ of semi photoresist including 300/400 for Arf/Krf. Just waiting for validation to be completed. Claims to be first to mass supply Krf photoresist for 8/12 inch fab in China
彤程新材 (RA Chem) here is said to have achieved mass production Arf photoresist
徐州博康 (Xuzhou Bokang) has invested deeply and have fully supply chain capabilities all the way up to Arfi
2023 g/i domestic rate is 20%
krf is 5% (according to Shanghai sinyang)
Arfi is 1%
Getting big fund investment in Nata and Jingrui.
RA Chem has 8000t of capacity for flat screen photoresist. 1000t+ of semi photoresist including 300/400 for Arf/Krf. Just waiting for validation to be completed. Claims to be first to mass supply Krf photoresist for 8/12 inch fab in China
No they’re not. So long as alternative suppliers are there they have quick turnaround if they need to do a swap. In the meantime there’s no point bringing in production risk by preemptively switching to a provider who’s less proven (it’s not just whether you can get the material but how your client deals with complications like a defective batch). The government is financing optionality for both supplier and customer here so why not take advantage of that? The alternative will still be there when you need it.
Acceptance, there is NO denying that China had reach 7nm, from the Western POV with all the Chinese technological breakthrough, they go by with a little help from my Caucasian friend.
at this point, any sanction from USA has temporarily effect. China has completed the basic industrial foundation of semiconductors and equipment. summer last year, high level meeting was held between CXMT and local government. they have get green signal from local suppliers then authorities committed huge amount of money in expansion. newly built fab will mostly have domestic tools.
from 2025 onward, each and every Chinese company will back with the bang. just like Huawei ..
A possible simple explanation is their products aren’t as good as the Western ones.
Not yet (not Western, mainly Japanese.) They haven't gotten into a sufficient feedback loop yet because fabs understandably stayed with what they know and trust to cut on risk. But that would change once the bans come into play.
Most photoresist companies have ArF and ArFi products in the process of verification. As I said before these companies already have the mass production facilities, once is verified, the output of photoresist in China could scale up very quickly and more after the news of a possible ban.
