Chinese semiconductor thread II

[clnt]

not sure about NAURA, but AMEC has reported it's getting pretty close on 90:1 etcher. YMTC has been working on tuning its all domestic production line for a while now and supposedly will start production soon. So, nothing too surprising here.

UBS is late to the game

How much is YMTC’s capacity based on domestic tooling?

 

[tokenanalyst]

They have a previous 3D-NAND etcher


Looking a my previous post, Naura launched a series of new tools, "secretly". One of those says is a Deep Silicon Etcher for 3D-NAND Above Generation 5, I don't know how the generation translate to the number of layers. I think is over the hundreds.

I have notice that Naura has quietly been adding semiconductor tools to their catalog.

The Landscape: A plasma etching-doping system that implant Ions into junctions and trenches of ICs, different from Ion implanters that accelerate particles using magnets this looks likes use energy of the plasma field to implant the atoms. The equivalent would be AMAT VIISta

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The ACCURA Family: already discuss here, for deep hole-trench, dielectric etching and 3D-NAND
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The Surefill W Family: For Tungsten thin film Chemical Deposition for the interconnects in ICs, my guess is to compete with AMAT Endura, especially with AMEC Preforma Uniflex.

View attachment 163564

They Also entered the Ion Implantation business, the Sirius family and the Rapid Thermal Processing business with the Sitara family probably to complement their Ion Implanters, RPT tools are used after Ion Implantation basically recrystallize the atoms after doping.
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