This company also supplies 1D grating to SMEE and other stepper manufacturers. They also make the direct write laser lithography machines that write the gratings.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
you are forgetting about
Samsung, SK & TSMC in China
Also CXMT and YMTC both spending a whole lot of money this year, probably in the same magnitude as SMIC
Huahong also spending huge amount of money..
our point of discussion was SMIC shanghai Finfet capable fab.. they are blacklisted and cannot procure equipment from KLA, LAM and others since october 2022.. so SMIC shanghai fab likely to get most of Non-Litho equipment from domestic players.
Stockpiling.
It will be armageddon day when China stop and demand from other parts of the world had not yet recovered or if the stooges in DC decide to target the overall semiconductor industry in China.
A very incomplete list of companies making valves, gauges and MFC
An equally incomplete list of companies making vacuum and liquid pumps.
Valves, pumps, gauges and MFCs used to be the least indigenized category of semi tool parts. Now there are at least 30 companies working on them
antiterror13
Brigadier
So what is your opinion of the localization rate in 2024?
Thats exactly what I was trying to say! SMIC procures these equipments for supposedly its 28nm and above fabs but secretly transfers them to the SMSC Fab. Thats why Dylan wrote an article in SemiAnalysis and you can Imagine he's fuming that SMIC is able to cut through the US sanctions to make Kirin9000s
its not like that. KLA/LAM and AMAT cannot sale 14nm and below capable tools to SMIC .. so if SMIC buys anything from them, those tools are mostly for 28nm and above capable.. October 2022 sanctions blocked everything even service , repair..
SMIC Shanghai fab mostly getting Non-Litho tools from domestic suppliers and stockpile tools before October sanctions.
SMIC openly declared War against US sanctions the day Mate60 phone released. Huawei cannot be tolerated in US. this thing even SMIC knew. so SMIC knows very well what they are doing.. domestic supply chain has secured. most of the tools from domestic suppliers are validating in 7nm process too.
I don't think you understand the situation that SMIC is in, everytime Huawei appears in the MSM news SMIC is in the same paragraph, the scrutiny that they are receiving is a the highest level. Given that they are now political hot potato I have my doubts that they received licenses from commerce to buy US made tool. My guest most of the tools that they are buying are mostly China made tools, from SEA, Europe and Japan.