Chinese semiconductor thread II

tokenanalyst

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Thorium Technology: Building infrared sensor ASIC.​


Thorium Technology is a high-tech company with infrared sensor ASIC design as its core capability. It is committed to creating high-performance ASIC products for advanced infrared focal plane array detectors, special photoelectric sensors, infrared image sensors and other sensing application fields, and providing related solutions and technical services. At present, Thorium Technology sells infrared focal plane array detector ROIC wafers, movement modules, and test systems.

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tokenanalyst

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Horizon Robotics Journey 6 Series adds more than 10 new partner car companies and brands, and orders more than 100 mid-to-high-end smart driving models​


Recently, Horizon officially announced at the 2024 Ecosystem Conference that the Journey 6 series has obtained platform cooperation from more than 20 automakers and auto brands. Since its release in April, more than 10 new cooperating automakers and brands have been added, covering many leading independent automakers, internationally renowned automakers, leading new forces automakers, joint venture automakers, etc.

Starting from 2025, Horizon Robotics' Journey 6 series will enable more than 100 mid-to-high-end intelligent driving models to be launched. The shipment volume of the Journey family will also officially exceed the 10 million mass production mark in 2025, and Horizon Robotics will become the first intelligent driving technology brand in China to exceed the 10 million mass production mark.

Helping car companies achieve global smart driving equality with excellent technology and products
At present, China's automobile industry is accelerating its intelligent transformation. Major automakers are accelerating the popularization of intelligent driving. Urban NOA is popularizing models below 200,000 yuan, and highway NOA is dropping to models at the 100,000 yuan level. Horizon provides a combination of software and hardware solutions for all-level and all-scenario intelligent driving applications. The newly upgraded Journey 6 series and supporting mass production solutions can flexibly meet differentiated mass production needs, help automakers significantly shorten the R&D cycle, greatly improve product experience, and accelerate the large-scale mass production and full-scenario application of intelligent driving.

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sunnymaxi

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ummm SMEE won the bidding for 4 After Developing Inspection (ADI) tools. SMEE made this tools to go along their lithography tools.

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last year, SMEE also released High end Overlay Metrology tool for 7nm..

so basically complete set of package coming online from single company SMEE.. nice

SSA800i+ Overlay Metrology tool + Optical defect inspection tool.
 

tokenanalyst

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i heard progress made been made with the 14nm capable immersion scanner at SMEE, improving its overlay accuracies

Discuss.
They claim that their overlay tools can be used till a 7nm process. Overlay tools are couple with Lithography Machines and the Lithography process to "fine tune" the lithography machine in order to pattern the next layer. The word Holistic is important S"H"M800 here because that means that this tools is more couple with the scanner and the lithography process than other overlay tools.

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ansy1968

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i heard progress made been made with the 14nm capable immersion scanner at SMEE, improving its overlay accuracies

Discuss.
PROTOTYPE SMEE 800A = ASML NXT 1980i

Final SMEE 800 GAI iteration being mass produce = ASML NXT 2000i

From the grapevine the latest SMEE 900A 22 nm DUVL is analogous to NXT2050i, will it be introduced this year? together with the expected Chinese EUVL? As we all know where the priority lays as the Chinese race to compete with TSMC especially on the latest node. So yes the urgency for deploying this latest DUVL may lessened or may never be.
 

LanceD23

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They claim that their overlay tools can be used till a 7nm process. Overlay tools are couple with Lithography Machines and the Lithography process to "fine tune" the lithography machine in order to pattern the next layer. The word Holistic is important S"H"M800 here because that means that this tools is more couple with the scanner and the lithography process than other overlay tools.

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View attachment 142693

SMEE can't control the major hardware components such as NA optics, laser source, dual stages, immersion unit because they supplied by vendors,

fortunately improving 28nm to 14nm to 7nm do not need to change major hardware components.

logically they should make those improvement themselves and should come with No suprises.
 
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