Chinese semiconductor thread II

tphuang

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From AMEC 2023 report
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过去几年,LED 客户扩产的主要方向为蓝绿光外延片,应用领域也主要在照明市场。在 Mini-LED 背光及直接显示市场需求的推动下,近两年高端显示类的 LED 外延片需求量增加明显。 Micro-LED 高端显示技术也发展迅速,基于 Micro-LED 的高端显示应用也开始小规模试生产,预 计在未来几年将会有更多的市场需求。
此外,随着电动汽车、光伏储能、手机和笔记本电脑快充、数据中心等应用爆发式增长,带 动功率半导体市场迎来高景气周期,尤其是氮化镓和碳化硅为代表的第三代半导体是近期的行业 热点。据 Yole 公司报告,氮化镓功率器件主要应用在高频中小功率领域,预计市场规模将从 2022 年的 1.8 亿美金快速增长到 2028 年超过 20 亿美金,复合年均增长率达 49%。由此对氮化镓功率 器件外延片制造设备有较大的需求。
碳化硅功率器件主要应用在大功率领域,如新能源汽车、光伏储能、轨道交通等领域,尤其 是在车用领域,预计未来几年在车载主逆变器、充电模块等应用将持续高速增长,据 Yole 公司报 告,碳化硅功率器件在 2028 年市场规模将达到 89 亿美金,2022 年至 2028 年复合年均增长率超 过 30%,由此对碳化硅外延生产设备将有更大的需求。
for AMEC, looks like they are really getting into MOCVD for SiC and GaN chips. Expecting huge growth here.

Nothing really new from what I can see on their etching section, so I assume that's just going to be continued progressive improvements. Their big investment is into CVD and ALD.
 

tphuang

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Zhejiang Garen semiconductor has successfully produced 6-inch Gallium Oxide substrate, the first domestic company to do (previously all research institute and universities). Looks like they may be getting ready for mass production with this tech. They have obtained both Chinese and American patents for GaO production

GaO apparently has lower production cost than SiC

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you can see from here previously, they had been advertising 1/2/4-inch GaO substrate. 6-inch would certainly be huge in commercialization of this tech.

laoyaoba link
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another link
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Integrated circuit chemical mechanical polishing fluid solutions by Angst Technology (Shenzhen) Co., Ltd.​


Angst Technology (Shenzhen) Co., Ltd. (hereinafter referred to as "Angst") was established in early 2019. It is a high-tech enterprise integrating R&D, production and sales. It is committed to developing new materials that are in short supply for integrated circuits. The company adheres to the value concept of "perseverance, dedication and responsibility", adheres to the goal of "independent research and development, large-scale production", and strives to provide the highest quality polishing fluid and the best surface technology solutions to global customers.

Angst's headquarters and R&D center are located in Shenzhen, the core city of the Guangdong-Hong Kong-Macao Greater Bay Area. The East China production base and advanced technology research institute are located in Hefei, the emerging base of the semiconductor industry. The company's core team has many years of experience in high-tech R&D and customer service, a solid technical background and advanced management concepts. They strive to build the company into a world-class enterprise and strive to make our products world-renowned through business channels around the world.

Dielectric layer chemical mechanical polishing fluid
  • The company currently has two types of interlayer dielectric (ILD) chemical mechanical polishing fluids, including polishing fluids based on silicon oxide nanoparticles and polishing fluids based on cerium oxide nanoparticles: ILD polishing fluids based on silicon oxide nanoparticles have high removal rates and high planarization. The advantages of efficiency and low defects; the ILD polishing fluid of cerium oxide nanoparticles has the advantages of high removal rate, high planarization efficiency, low defects and low cost.​
Shallow groove isolation chemical mechanical polishing fluid
  • Shallow trench isolation (STI) chemical mechanical polishing fluid based on cerium oxide nanoparticles is used for polishing shallow trench isolation in integrated circuit manufacturing processes. It has high selectivity, adjustable selectivity, high planarization efficiency, low defect rate and low cost. Etc.​
Tungsten chemical mechanical polishing fluid
  • Metal tungsten polishing fluid is used for planarizing tungsten plugs and tungsten via holes in integrated circuit manufacturing processes. The company currently has two tungsten chemical mechanical polishing slurries based on silicon oxide abrasives, including high selectivity tungsten body polishing slurry and high dilution ratio tungsten body polishing slurry; with adjustable tungsten removal rate. The product can be applied to the planarization of tungsten in logic chips and memory chips. At the same time, more types of tungsten CMP polishing fluid products are being continuously developed.​
Wafer substrate chemical mechanical polishing fluid

Silicon wafer chemical mechanical polishing fluid
  • Silicon wafer substrate chemical mechanical polishing fluid is mainly used for planarization of silicon wafer substrates. The company currently has three series of silicon wafer CMP polishing slurries (rough polishing, edge polishing and fine polishing), including silicon wafer rough polishing slurry with long cycle time and high purity; silicon wafer edge polishing slurry with high polishing rate and low roughness. and silicon wafer fine polishing slurry with high flatness and low defects. Products are used for planarization of silicon substrates in logic and memory chips, as well as surface planarization of polysilicon, recycled silicon and other silicon applications.​
Silicon carbide wafer chemical mechanical polishing fluid
  • Silicon carbide chemical mechanical polishing fluid can be used for planarization of various silicon carbide substrates. The company currently has a variety of different types of silicon carbide polishing fluids, which are suitable for rough polishing and fine polishing of 4H and 6H configuration silicon carbide wafers in different sizes. They have high removal rate, high planarization rate, can be concentrated and have low corrosiveness. or non-corrosive product properties.​
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tokenanalyst

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IB Semiconductor successfully develops breakthrough chiplet advanced packaging technology​

Recently, Jiwei.com learned that Shanghai Yibo Semiconductor Co., Ltd. has successfully developed a new chiplet packaging technology that is the first in China and has an industry-leading level based on its own patents. To find out more, Jiweiwang made a special trip to the headquarters of IB Semiconductor located in the Robot Industrial Park in Baoshan District, Shanghai, and conducted an exclusive interview immediately.

Dr. Li Wenqi, Vice President of IB Semiconductor, said that the new chiplet packaging technology launched by IB Semiconductor this time was not achieved overnight, but a long-term process of accumulation. The founding team has been paying close attention to the development trends of integrated circuit technology since 2019, and has a deep understanding that as Moore's Law slows down, the importance of advanced packaging will increase day by day. In the post-Moore era, the characteristic size of chips has approached the physical limit, and its complexity and development and manufacturing costs have become constraints for the chip to continue to improve performance and yield. Advanced packaging technology integrates multiple chips heterogeneously into a high-density package. In vivo is the only way to further improve chip performance.

"Since its establishment, IB Semiconductor has fully invested in the research and development of multi-chip integrated packaging technology. In particular, it has proposed and developed a series of solutions for the pain points and difficulties in packaging design and manufacturing, and has applied for more than 110 applications in major packaging technology countries and regions. Invention patents, 45 of which have been authorized, have basically completed the strategic layout of core intellectual property rights in the advanced packaging field." Dr. Li Wenqi said, "The two breakthrough 2.5D Chiplet packaging technologies COORS-R and COORS-R launched by Yibo this time are COORS-V was successfully developed on its own R&D and production lines based on several of its own core patents and owns all intellectual property rights."

It is reported that several of IB Semiconductor's advanced packaging core patented technologies have been evaluated by an authoritative third-party technology review agency and concluded that "a number of design and process technology indicators have reached domestic leading and internationally advanced levels, filling the domestic gap." Dr. Li Wenqi pointed out that the domestic advanced packaging industry as a whole is still in its early stages of development, focusing on following and imitating and striving to catch up with international standards. However, in the current context of increasingly fierce international technology competition and the rapid development of large-scale artificial intelligence, domestic high-computing chip companies have an urgent need for advanced packaging technology, especially 2.5D Chiplet packaging technology. The two packaging technologies COORS-R and COOR-V launched by Yibo can be said to have emerged at the right time, providing one-stop service solutions from packaging design, simulation, development to mass production for high computing power chips.

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