Chinese semiconductor thread II

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AndrewS

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So in terms of the current situation, is the best information that SMEE delivered a number of immersion DUV machines in the past 1-2 years for verification to various fabs.

And that they are now ramping to serial production of 20 machines annually?
 
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gelgoog

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tphuang said:
keep in mind that YMTC is getting into DRAM so I think they will want EUVs by the time it becomes available.
CXMT won't monopolize DRAM production
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I wouldn't put Fujian Jinhua out of the race. Not after they managed to settle the Micron lawsuit.
AFAIK YMTC isn't going into the DRAM business. But yes Tsinghua Unigroup, its parent company, did have plans to make DRAM.
 
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tokenanalyst

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tacoburger said:
Imagine a nation that has spent two decades trying to make an ordinary cruise missile but keeps failing, making a barely functional product.

Then imagine that that nation suddenly tries to develop a cutting edge state of the art hypersonic glide vehicle in half that amount of time. Not likely.

Yeah they are different, but share enough similarities that performance in one area gives you a general idea of what to expect in the other. If you struggle to make biplanes, you're not developing a jet aircraft. If you can't make a basic railroad, you're not gonna do well making a mag-lev high speed train. If you can't make a coal power plant, forget about nuclear reactors.
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China is third nation in the entire planet capable of making high power high repetition rate ArF excimer laser, since a decade and a half ago, there is not 4th nation and this lasers as far as I know they have reached the same level as cymer or gigaphoton and in some point even surpassed because they are making solid state HP HRR 193nm and 248nm lasers.

You are misinterpreting things, SMEE was pretty much capable of taking a bigger share of the Chinese market since a decade and a half ago given the state of the semiconductor industry back then, but Chinese free marketeers, liberalists and foreign managers preferred much the idea of buying rather than develop. Obvious ASML is such heavy weight not only in technology but also in marketing and lobbyng fabs and goverment that SMEE didn't stood a chance and focused in packaging rather than wafers. Just look the state of Nikon, Japan is in the verge of losing their high end lithography industry.

China have the capabilities of making high end litho machines pretty early on but those needs were already fullfilled by ASML, has the US didn't put this export controls would have China lost the capability of making frontend machines in the future? I dobut it because the Chinese goverment was a buyer of SMEE machines.

Saudi Arabia has the capabilities of making their own military equipment, nobody doubt that, but they are so dependent on weapon imports that they weapon industry doesn't produce that much. But I am pretty sure that they can catch up in military technology with all their regional rivals in a pretty short time if they get cut off of imports because they are a science-industrial power in the region.
 
tphuang

tphuang

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gelgoog said:
I wouldn't put Fujian Jinhua out of the race. Not after they managed to settle the Micron lawsuit.
AFAIK YMTC isn't going into the DRAM business. But yes Tsinghua Unigroup, its parent company, did have plans to make DRAM.
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again, YMTC is getting into DRAM

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Tanke Blue given award as 5-star substrate supplier for SMEC

SMEC's SiC business saw huge growth in 2023
MOSFET output now #1 in China. It made 4.9B RB in revenue from fabbing, up 24% YoY

SMEC expect its SiC revenue to exceed 1B this year

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See bottom here for details of Huahong earnings report
utilization down to 84%
huge drop in profit margin to just 4%
80% revenue domstically vs in 72% a year ago

looks like revenue flat at 55/65nm node, but down everywhere else

That's why HH needs to move up in node. The really legacy nodes are in a bloodbath
 
S

Schmoe

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"We have seen U-Precision won 300 Million RMB order. if we take per unit price then total 20 sets will deliver to SMEE.."

Is that DUVi + DUV? I thought Havok said to expect 4-5 DUVi and ~ 20 DUV in the first year of production?
 
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