Seems like using EUV in dram process is rife with struggles. Micron doesn't use euv as of yet and they have avoided issues. I assume other users face similar issue. Probably photoresist manufacturers dropped the ball and did not bring metal resists to production. As it is currently, EUV is a continuous work and not a technology that works out of box and without any flaws.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
ASML reports €28.3 billion total net sales and €7.6 billion net income in 2024
China is now ASML's first market (as number of units)!
IMHO is difficult to believe in 2025 ASML will give up all that business because of US pressure....we will see....
BTW huge drop in Taiwan shipments....IMHO heyday of Taiwan semiconductor is already behind us. Trump will suck them out, bring what he needs out of Taiwan to US, and leave the dry core to China....maybe this could very well be some kind of future deal between superpowers: in exchange of leaving Taiwan to China, US can ask China huge, very huge..and Trump knows it.
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Zhuoshengwei: Plans to raise 3.5 billion yuan for RF chip manufacturing expansion projects, etc.
Zhanshengwei issued an announcement stating that it plans to issue shares to specific objects, with the total amount of funds raised not exceeding 3.5 billion yuan. The funds raised after deducting issuance expenses are intended to be used for RF chip manufacturing expansion projects and to supplement working capital.
As the first RF manufacturer in China to adopt the Fab-Lite business model, Zhuoshengwei is determined to promote the strategic layout of the industrialization of Xinzhuo, enhance its independent control capabilities by building its own production lines, build intelligent manufacturing capabilities for key products and processes, and coordinate the design, development and manufacturing of RF front-end products, breaking the market monopoly of international leading companies and building core competitiveness.
Currently, Zhuoshengwei is moving from a product-based company to a platform-based company, and is committed to building an "intelligent quality manufacturing" resource platform that integrates design, R&D, processes, devices, materials, and integrated optimization technologies. Through the forward-looking strategic layout of the RF filter production line, it builds long-term comprehensive advantages covering multiple dimensions such as product technology, process, cost, performance, delivery, differentiation, and efficiency improvement, and strengthens the vertical development of integrated design and manufacturing of key products.
According to the latest public information, the product categories of Zhuoshengwei's 6-inch filter production line have been fully deployed, and products such as DiFEM, L-DiFEM, and GPS modules that integrate self-produced filters have been successfully introduced to multiple brand customers and continue to increase in volume. The 12-inch IPD platform has officially entered the large-scale mass production stage, and the proportion of self-produced IPD filters used in related module products such as L-PAMiF and LFEM has reached a relatively high level. At the same time, the company has made innovative investments in 3D stacked packaging, seeking higher breakthroughs in area, cost, and performance.
As I have said earlier, EUV is difficult to work with. Goes without saying that even TSMC prefers DUV instead of EUV. Euv sales fell by 4%. The new machines and the machines after this will keep duv the workhorse of fabs. And with nanosheet transistors lithography CD limits are relaxed.
DUV machines are workhorses but by looking at the graphs looks like with China accounting 50% of ASML sales and DUVi 41%, is clear that outside China everybody is buying EUV, the problem is that EUV is so expensive that is eating fabs budget.
Not really. Samsung used EUV for dram and have now been excommunicated from Nvidia. Tsmc n3b failed. N3e succeeded which uses fewer EUV layers.
I know that EUV is to blame for Intel and Samsung failures, also is the main reason why today people wanting decent GPUs need to sell their kidneys to afford them, I just saying that by looking at the graph most ASML immersion sales are going to China.
