NAURA/AMEC annual report include orders already posted by @tokenanalyst ...A few articles I found.
Firstly, a wafer sized "big chip" for AI applications. Is this viable?
China poaching Koran DRAM workers:
Naura tools surge:
a wafer sized "big chip" for AI applications this news also posted by @tokenanalyst
AMEC tools order and annual report. just posted above your post..
Micron Corporation (AMEC): Revenue continues to grow at a high rate and etching orders grow significantly
The company expects full-year operating income in 2023 to be 6.26 billion yuan, +32.1% year-on-year. The company's average annual revenue growth rate exceeded 35% over the past ten years from 2012 to 2023, achieving sustained, stable and high growth; from an order perspective, the company's new annual revenue in 2023 The number of signed orders was 8.36 billion yuan, a year-on-year increase of 32.3% compared to the 6.32 billion yuan in new orders signed in 2022, ensuring continued high growth in performance in 2024.
Etching equipment: Benefiting from the company's complete layout of single and dual etching equipment, continuous breakthroughs in core technology, rapid iteration of product upgrades, and rich etching application coverage, the company's CCP and ICP etching equipment will be among the leading domestic manufacturers in 2023. The market share of customer chip production lines has increased significantly; the company's TSV through-silicon via etching equipment is also increasingly used in advanced packaging and MEMS device production; the annual revenue in 2023 is expected to be 4.7 billion yuan, +49.4% year-on-year, new Increased orders were 6.95 billion yuan, +60.1% year-on-year.
Transform to a platform and continue to be optimistic about the breakthrough of new equipment to open up the growth ceiling.
The company has gradually transformed from deep etching to a platform enterprise, and has steadily promoted new product development and industrialization. The progress is gratifying:
1) Four new equipment products have been newly developed in the past two years, including LPCVD and ALD, which have entered the market. Three pieces of equipment have been certified by customers and have begun to receive repeated orders;
2) The company's newly developed silicon and silicon germanium epitaxial EPI equipment, wafer edge Bevel etching equipment and other new products will also be put into market verification in the near future;
3) The company has also made good progress in developing various types of MOCVD equipment required for silicon carbide power devices, gallium nitride power devices, Micro-LED and other devices, and will gradually enter the market in 2024. Looking forward to the future, we are optimistic about the company's layout and breakthroughs in new products and opening up the growth ceiling.
