And whatever the big fabs like SMIC and YMTC cannot get locally they are developing by themselves.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
Sadly ASML in China has to go and there is no other way around it or its influence at least severely diminished, the company presence in China has now become the biggest obstacle for the future of China Semiconductor and IT industry. More than AMAT, LAM or KLA. The monopoly of ASML has depressed the global lithography industry, rising the prices of photolithography machines and semiconductor manufacturing in general.
The Chinese government and the companies affected by these export controls need to take a rough decision, or they either stay forever in the same old nodes, with the risk of being cut off in the future or they help to build a local lithography industry to advance to their products, in the latter export controlled ASML cannot be in the equation.
The Chinese government and the companies affected by these export controls need to take a rough decision, or they either stay forever in the same old nodes, with the risk of being cut off in the future or they help to build a local lithography industry to advance to their products, in the latter export controlled ASML cannot be in the equation.
16 key projects in the Qingdao Free Trade Area have started intensively, covering areas such as chip testing and semiconductor equipment.
16 key projects have recently started construction in the Qingdao Free Trade Area located in the West Coast New Area, covering 7 industry fields such as integrated circuits, intelligent manufacturing, and digital economy.
The following is some project information:
Semiconductor advanced equipment R&D and manufacturing center project
The project is located in Qingdao Integrated Circuit Industrial Park, with a total construction area of 92,000 square meters. It mainly produces atomic layer deposition equipment and ion implantation equipment in the semiconductor field, and provides system equipment products and technical service solutions with independently controllable core key technologies. After the project reaches full production, it is expected to achieve an annual output value of 1.5 billion yuan.
Topward Chip Testing Industrial Park Project
It is invested and constructed by Qingdao Topward Investment Management Group Co., Ltd. with a total construction area of 45,000 square meters. The project is planned to be constructed in two phases: the first phase, with an investment of 180 million yuan, covers an area of 32 acres, and will be used by Sembcorp Nano (Qingdao) Co. , Ltd. as a northern R&D center and service center after completion; the second phase, with an investment of 320 million yuan, will build a semiconductor -One-stop high-end testing and innovative R&D industrial park for material analysis, failure analysis and reliability analysis in the chip field. Analysis, failure analysis and reliability analysis and other high-end testing and innovative R&D industrial park.
MoK power chip testing project
Invested and constructed by Shandong Mokrypton Intelligent Technology Co., Ltd. with a total investment of 100 million yuan, it mainly builds 4 production lines of vehicle-grade power chip testing equipment, including a fully automatic SAM (ultrasonic scanning) system, a fully automatic KGD test system, and a fully automatic vehicle-grade power chip testing equipment production line. Automatic power module test line, ALITA central brain system, etc. After the project reaches full production, the annual output value is expected to be 250 million yuan, and the team size will reach 100 people.
Electronic brake control system (EBS) R&D and production project
The project mainly builds 6 manufacturing production lines, 4 testing production lines, and builds 2 R&D laboratories and 2 quality laboratories each to produce automotive electronic control braking systems, steering angle sensors, and electronic stability control (ESC) modules. The first phase is The output is 100,000 sets/piece, and the main products are commercial vehicle ABS, EBS, etc. The project is expected to have a sales turnover of 400 million yuan within 6 years and a R&D team of 30 technical personnel.
Spree permanent magnet product R&D and production project
Invested and constructed by Qingdao Fengzerui Energy Equipment Co., Ltd., it carries out the research and development, production and sales of permanent magnet products, and provides energy-saving and consumption-reducing system solutions to major domestic energy-consuming enterprises. The self-developed double-cylinder permanent magnet speed regulating product is highly in line with the national energy conservation, emission reduction, low-carbon and environmental protection policies, and has achieved technological iteration compared with traditional energy-saving technology.
The following is some project information:
Semiconductor advanced equipment R&D and manufacturing center project
The project is located in Qingdao Integrated Circuit Industrial Park, with a total construction area of 92,000 square meters. It mainly produces atomic layer deposition equipment and ion implantation equipment in the semiconductor field, and provides system equipment products and technical service solutions with independently controllable core key technologies. After the project reaches full production, it is expected to achieve an annual output value of 1.5 billion yuan.
Topward Chip Testing Industrial Park Project
It is invested and constructed by Qingdao Topward Investment Management Group Co., Ltd. with a total construction area of 45,000 square meters. The project is planned to be constructed in two phases: the first phase, with an investment of 180 million yuan, covers an area of 32 acres, and will be used by Sembcorp Nano (Qingdao) Co. , Ltd. as a northern R&D center and service center after completion; the second phase, with an investment of 320 million yuan, will build a semiconductor -One-stop high-end testing and innovative R&D industrial park for material analysis, failure analysis and reliability analysis in the chip field. Analysis, failure analysis and reliability analysis and other high-end testing and innovative R&D industrial park.
MoK power chip testing project
Invested and constructed by Shandong Mokrypton Intelligent Technology Co., Ltd. with a total investment of 100 million yuan, it mainly builds 4 production lines of vehicle-grade power chip testing equipment, including a fully automatic SAM (ultrasonic scanning) system, a fully automatic KGD test system, and a fully automatic vehicle-grade power chip testing equipment production line. Automatic power module test line, ALITA central brain system, etc. After the project reaches full production, the annual output value is expected to be 250 million yuan, and the team size will reach 100 people.
Electronic brake control system (EBS) R&D and production project
The project mainly builds 6 manufacturing production lines, 4 testing production lines, and builds 2 R&D laboratories and 2 quality laboratories each to produce automotive electronic control braking systems, steering angle sensors, and electronic stability control (ESC) modules. The first phase is The output is 100,000 sets/piece, and the main products are commercial vehicle ABS, EBS, etc. The project is expected to have a sales turnover of 400 million yuan within 6 years and a R&D team of 30 technical personnel.
Spree permanent magnet product R&D and production project
Invested and constructed by Qingdao Fengzerui Energy Equipment Co., Ltd., it carries out the research and development, production and sales of permanent magnet products, and provides energy-saving and consumption-reducing system solutions to major domestic energy-consuming enterprises. The self-developed double-cylinder permanent magnet speed regulating product is highly in line with the national energy conservation, emission reduction, low-carbon and environmental protection policies, and has achieved technological iteration compared with traditional energy-saving technology.
China's semiconductor rampup is an expensive pleasure. Unlike other foreign manufacturers which operate fully depreciated fabs, China is buying new tools for new fabs to run old processes that compete against depreciated factories. The cash churn involved in doing this is immense, but wholly necessary I think to prevent Western sanctions basically killing the Chinese consumer electronics segment.
Probably, but if they want a future, export controlled ASML cannot be part of the equation.
Like I said before the bidding process has always been a double edge sword in China for years.
Personally I think a triple way would had been the better approach give the vulnerability of China for export controls from ever.
1- High end semiconductors manufacturing projects when goverment funds were used should have been required the use of at least some percentage of domestic equipment, software, components and materials.
2-Low end semiconductor <legacy nodes and discrete> manufacturing projects when goverment funds were used should have been required to be as close to 100% domestically as possible.
3-Important fabs like SMIC and HMLC should have been given flexibility but strongly encourage them to use domestic equipment, software, components and materials.
These sanctions are perception issue, a group of bully politicians and think tankers picking in someone that they perceive as weak. Has been Chinese semiconductor equipment, software, components and materials perceived as more stronger these clowns would had reconsidered their approach.
much of this is driven by domestic demand. For example, auto chips were in huge shortage, so domestic suppliers saw an opportunity to ramp up production to support this. while western chipmakers were sitting on their behinds just counting the money flowing in and doing stock buybacks
Last edited:
proelite
Junior Member
Based on his educated guess, we're likely looking at EUV at scale before 2030.
2018 wasn't that long ago.
Wonder if these patents are being generated because prototypes are now in system optimization phase of development.
Zhongji New Materials, a third-generation semiconductor wafer grinding and polishing company, received over 100 million yuan in Series A financing
Shenzhen China Machinery New Materials Co., Ltd. (hereinafter referred to as "China Machinery New Materials") has recently completed a series A financing of over 100 million yuan. This round of financing was led by Yuanhe Puhua and Yida Capital, with CICC Capital, Yuan Investors such as He Holdings, Shenzhen Small and Medium-sized Enterprises, and Liwan Venture Capital also participated in the investment, and Beituo Capital served as the exclusive financial advisor."China Machinery New Materials" focuses on the technological research and development of localized high-performance grinding and polishing materials, provides customers with customized solutions for the grinding and polishing industry, and jointly solves the long-standing "stuck neck" problem in the semiconductor industry. The funds raised in this round will be used for production line upgrades, talent introduction and market promotion.In recent years, with the explosive development of new energy vehicles, photovoltaic energy storage and other industries, the silicon carbide (SiC) industry has also ushered in a period of rapid growth.
Compared with companies that only provide a single grinding or polishing service, it focuses more on the entire cutting, grinding and polishing process, covering the entire chain of core technologies, key raw materials, and core technologies. auxiliary materials and strict quality control, and can provide complete processing solutions. In addition, the core value of Zhongji is to help customers reduce costs and increase efficiency through technological innovation. Taking agglomerated diamond technology as an example, it effectively avoids the polycrystalline diamond manufacturing process environmental pollution problems and improve the yield rate of customer products during use."In terms of products and services, "China Machinery New Materials" provides two models: solutions and grinding and polishing materials.In the solution, customers in different development stages are affected by process uncertainty and need to continuously introduce and try out multiple processes and products, and adjust parameters. A single product cannot meet customer needs. "Zhongji New Materials" can match customers with a complete set of mature process solutions based on their needs, helping customers optimize processes in real time in each section and improve efficiency.In terms of grinding and polishing materials, "Zhongji New Materials" has consumable products for the entire process of cutting, thinning, rough grinding, fine grinding, rough polishing, and fine polishing.Take the agglomerated diamond technology pioneered by "China Machinery New Materials" as an example. In the traditional grinding and polishing solution, the grinding fluid accounts for 15.5% of the raw material cost of the silicon carbide substrate. In the traditional polycrystalline and polycrystalline-like grinding costs, perchloric acid accounts for 30% of the total cost. Moreover, the environmental pollution caused by perchloric acid is long-lasting and widespread. Widespread and difficult to eradicate. After using the "China Machinery New Materials" agglomeration technology, it replaces polycrystalline and quasi-polycrystalline, making the production process environmentally friendly while reducing costs. In terms of liquid consumption, the agglomerated diamond solution uses only 20% of the 3um single crystal diamond solution. Even if expensive imported agglomerated diamond is used, there is a cost advantage in processing 6-inch silicon carbide substrates.
(China Machinery New Materials Workshop)Chen Bin told Hard Krypton, "Our goal is to reduce the process from 4 to 3 or 2 through controllable processes. Customers may have to pay 1,000 yuan originally, but will only need 500 yuan in the future. To achieve 50% and above of the processing technology cost reduction and efficiency improvement.”At present, "China Machinery New Materials" has successfully entered BYD, Tianyue Advanced, Tongguang Semiconductor, Tianyu Semiconductor, Hesheng Silicon Industry, Jingsheng Electromechanical, Luxiao Technology and other leading companies. It is expected to enter more than half of the domestic silicon carbide linings this year.