Chinese semiconductor thread II
- Thread starter vincent
- Start date
North Huachuang's modular furnace shipments exceeded 1,000 units
The 1,000th vertical furnace of North Huachuang (002371) was officially shipped. This achievement not only marks a leap forward in the company's vertical furnace products, but also reflects the development of China's integrated
As a key equipment in integrated circuit manufacturing, vertical furnaces are mainly used for heat treatment processes such as front-end oxidation, diffusion and annealing, which directly affect the performance of semiconductor devices. In 2010, the first vertical furnace of NAURA was delivered to customers. In more than ten years, NAURA's vertical furnaces have passed strict verification by clients and achieved large-scale mass production, covering a wide range of key areas such as logic, storage, power, advanced packaging and large silicon wafer production, and have won high praise from customers. In 2020, the 100th vertical furnace of NAURA was delivered. In June 2023, the 500th vertical furnace was delivered, and only 1 year and 6 months later, the 1000th vertical furnace was officially delivered.
In 2024, NAURA released a plasma-enhanced silicon nitride atomic layer deposition vertical furnace (model: DEMAX SN302P), which was favored by leading customers in the logic and storage fields; in the same year, it released a gap-filling silicon oxide atomic layer deposition vertical furnace (model: DEMAX SN302T), which became a key equipment for 3D NAND flash memory production. In addition, since the 300mm vertical oxidation furnace (model: THEORIS X302P) entered the high-end 3D NAND production line in 2017 it has repeatedly won batch orders.
AMEC's revenue increased by 44.73% last year! Cumulative shipments of LPCVD equipment exceeded 100 units!
Specifically, according to preliminary estimates by the financial department, China Micro Corporation expects its operating revenue in 2024 to be approximately RMB 9.065 billion, an increase of approximately RMB 2.802 billion from 2023, a year-on-year increase of approximately 44.73%.
Among them, the sales of etching equipment in 2024 were about 7.276 billion yuan, an increase of about 54.71% year-on-year; the sales of MOCVD equipment were about 379 million yuan, a decrease of about 18.11% year-on-year; the LPCVD thin film equipment achieved its first sale in 2024, with annual equipment sales of about 156 million yuan.
the company has developed new LPCVD thin film equipment and ALD thin film equipment. Currently, many new equipment products have entered the market and received repeat orders. Among them, the cumulative shipments of LPCVD thin film equipment have exceeded 100 reaction tables, and many other key thin film deposition equipment R&D projects are progressing smoothly; the company's EPI equipment has successfully entered the client mass production verification stage. ( AMEC is trying here to compete with AMAT Centura Epitaxial Tools used in Finfet and GAAFET)
R&D investment increased by about 94.13% year-on-year
Due to the sharp increase in market and customer demand for AMEC to develop a variety of new equipment, the company will significantly increase its R&D efforts in 2024 to lay the foundation for future business growth. In 2024, the company's R&D investment will be approximately RMB 2.45 billion, an increase of RMB 1.188 billion (an increase of approximately 94.13%) over the previous year.
Continue to promote independent control of key components
In recent years, the United States has continued to upgrade its semiconductor export controls on China, with semiconductor equipment becoming a key restricted area. This has not only made it difficult for domestic wafer manufacturing companies to obtain advanced foreign semiconductor equipment, but also hindered domestic semiconductor manufacturing equipment manufacturers from obtaining imported parts. Therefore, it has also promoted the process of independent control of parts for domestic semiconductor equipment manufacturers.
Among them, the sales of etching equipment in 2024 were about 7.276 billion yuan, an increase of about 54.71% year-on-year; the sales of MOCVD equipment were about 379 million yuan, a decrease of about 18.11% year-on-year; the LPCVD thin film equipment achieved its first sale in 2024, with annual equipment sales of about 156 million yuan.
the company has developed new LPCVD thin film equipment and ALD thin film equipment. Currently, many new equipment products have entered the market and received repeat orders. Among them, the cumulative shipments of LPCVD thin film equipment have exceeded 100 reaction tables, and many other key thin film deposition equipment R&D projects are progressing smoothly; the company's EPI equipment has successfully entered the client mass production verification stage. ( AMEC is trying here to compete with AMAT Centura Epitaxial Tools used in Finfet and GAAFET)
R&D investment increased by about 94.13% year-on-year
Due to the sharp increase in market and customer demand for AMEC to develop a variety of new equipment, the company will significantly increase its R&D efforts in 2024 to lay the foundation for future business growth. In 2024, the company's R&D investment will be approximately RMB 2.45 billion, an increase of RMB 1.188 billion (an increase of approximately 94.13%) over the previous year.
Continue to promote independent control of key components
In recent years, the United States has continued to upgrade its semiconductor export controls on China, with semiconductor equipment becoming a key restricted area. This has not only made it difficult for domestic wafer manufacturing companies to obtain advanced foreign semiconductor equipment, but also hindered domestic semiconductor manufacturing equipment manufacturers from obtaining imported parts. Therefore, it has also promoted the process of independent control of parts for domestic semiconductor equipment manufacturers.
Know nothing Dutch Stooges are trying to control the selling of ASML metrology tools, then they shouldn't complain when ASML loses sales to:
DJEL EBI tools
SMEE and others Overlay tools.
DJEL EBI tools
SMEE and others Overlay tools.
Huahai Qingke Beijing plant officially opens.
Huahai Qingke's Beijing plant is located in Yizhuang New Town, Beijing, with a total construction area of more than 70,000 square meters. It is used for the research and development and industrialization of high-end semiconductor equipment. After it is put into use, it will further promote the birth of more advanced semiconductor equipment such as wet processing, thinning, and chemical mechanical polishing. The overall production and operation scale and technical research and development capabilities will be further enhanced. It is another important milestone in the development of Huahai Qingke, laying the foundation for future innovation breakthroughs.
AMEC plans to invest 3.05 billion Yuan in Chengdu.
AMEC issued an announcement stating that it plans to invest in the establishment of a wholly-owned subsidiary, AMEC Semiconductor Equipment (Chengdu) Co., Ltd. (the specific name is subject to approval by the market supervision and management department at that time) in Chengdu Hi-tech Zone to build a research and development and production base and a southwest headquarters project.
The announcement shows that the investment target, China Micro Semiconductor Equipment (Chengdu) Co., Ltd., will be established in February 2025 with a registered capital of 100 million yuan. The project will cover an area of about 50 mu, and the construction will include a research and development center, a production base and supporting facilities. The project is scheduled to start construction in 2025 and go into production in 2027. From 2025 to 2030, the total investment in the project will be about 3.05 billion yuan.
AMEC said that the project company will carry out the research and development and production of chemical vapor deposition equipment, atomic layer deposition equipment and other key equipment for high-end logic and storage chips. The implementation of the project will help the company expand the scope of its integrated circuit equipment business, enhance its technology research and development capabilities, and increase its market share.
Looks like PengCheng has developed an improved Illumination Array for lithography machines.
A photolithography illumination system, method and photolithography machine
Pengcheng Laboratory
| CN119270598A |
Abstract: The present application discloses a lithography illumination system, method and lithography machine , which relate to the field of lithography technology. The lithography illumination system includes: an asymmetric beam splitter, a monitor, an exposure device, a preset light source and a controller; the preset light is divided into monitoring light transmitted to the monitor and illumination light transmitted to the exposure device by the asymmetric beam splitter, and the controller can obtain the light field distribution of the illumination light through the light field distribution of the monitoring light obtained by the monitor, thereby achieving the monitoring effect. At the same time, when the controller determines that the light field distribution of the illumination light is abnormal, it can adaptively adjust the light source pixel parameters corresponding to the preset light output by the preset light source, so that the generated illumination light continues to achieve the effect of uniform light. The above simple structure realizes the integration of uniform light and monitoring of the lithography illumination system, greatly reduces the complexity of the hardware structure of the entire lithography illumination system, and reduces the interference of the unstable light source to the lithography illumination system.
Due to growth of China's SiC industry, it has torpedoed the business case for Wolfspeed, which bet the farm on SiC. This is going to be the case for other SiC players also if they don't use China's supply chain for this. Alienating your biggest customer is not smart.
万扯淡 (a long time partner who does teardowns for Geekerwan) in a post says the YMTC chip found in the latest ZhiTai TiPro 9000 is 249% the density of some competitors like SN740. He says that "it's so far ahead that it's like a generation gap". They even have teardown reports, but they are not allowed to publish them now, so we might still need to wait for Techinsights.
Interesting that 2 years ago media were talking about the possibility of YMTC shutting down, and now we are seeing crazy numbers like 249%. It's a wild ride.
Looks like AMEC is trying its best to be a hybrid of AMAT and LAM which is amazing to see. Very similar how LAM played out in the sense that, it first mastered Etching machine then went into Deposition tools. But LAM was never as good as AMAT in deposition tools (as you see from much higher revenue of AMAT consistently compared to LAM). But hope AMEC can become a genuine competitor to AMAT too along with being a true LAM replacement.