Chinese semiconductor thread II

tokenanalyst

Brigadier
Registered Member
This hasn't been posted here
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High-NA EUV?
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Legitimate?
China R&D Institutions and companies have been developing EUV tech since 2001. Is not surprising at all, if you scan this thread you will find other companies.
Interesting company nevertheless.
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Applications​

As a leading supplier of optical thin films and precision processing in China, our optical components have full spectrum coverage of EUV-30000nm.
In the field of semiconductor manufacturing, our EUV filters and high-precision reflectors are the core components of lithography machines. Through nano-level film design, efficient energy transmission and wavelength selectivity control in the extreme ultraviolet band are achieved.

In the field of life sciences and biomedicine, multi-channel filters and single-channel deep cutoff, dichroic mirrors and other products provide high-contrast signals and reliable result analysis for fluorescence microscopy, Raman, DNA microarray analysis and imaging systems.
In environmental monitoring, infrared optical components protected by wide-spectrum anti-reflection films can detect water pollutants and greenhouse gas concentrations in real time to protect ecological safety.
For national defense and aerospace, customized radiation-resistant infrared windows, dome covers, meshing and chalcogenide lenses are integrated into high-precision equipment to ensure accurate detection and long-life operation in extreme environments.
In industrial scenarios, LiDAR and machine vision-related products have become the core of autonomous driving, industrial detection and imaging; in the field of optical fiber communications, optical communication filters ensure lossless transmission of high-speed signals and support 5G and data center upgrades.
Whether it is batch standardized components or customized designs that meet special wavelengths, angles or environmental tolerance requirements, we provide reliable optical foundations for cutting-edge fields such as optoelectronics, national defense, new energy and quantum computing with our full-process technical collaboration capabilities.

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Michael90

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I really hope that Chinese companies don't sleep in the laurels and start to moving to a more localized workflow. The US stooges are too unpredictable.
That won't happen. Until there is a permanent long term ban, three Chinese companies will still prefer to stick with the current status quo and what they are used to already. The only way they will ditch this American software companies is if the US ban them from using them.
 

SanWenYu

Captain
Registered Member
That won't happen. Until there is a permanent long term ban, three Chinese companies will still prefer to stick with the current status quo and what they are used to already. The only way they will ditch this American software companies is if the US ban them from using them.
What makes you to have such a broad blanket statement?

It is a known fact that Chinese EDA vendors have been gaining market share for some years. If the Chinese IC companies were, like you are saying, too short-sighted and lazy to move away from the status quo, who were paying for the Chinese EDA?

Replacing supply chains is not easy and takes time. It is true for both the Americans and the Chinese.
 
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tokenanalyst

Brigadier
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That won't happen. Until there is a permanent long term ban, three Chinese companies will still prefer to stick with the current status quo and what they are used to already. The only way they will ditch this American software companies is if the US ban them from using them.
China EDA companies had been growing a lot in that last 4+ years. From less that 1% Market share in 2020 to almost 11% Market share. in 2025, that is a increase of double digits annually, I think . but still not as big as US EDA companies share in China.

What is incredible to think is that Think Tankers and D.C. stooges still hadn't figure out that letting US companies to monopolize the Chinese market was way more effective than any export control on stifling Chinese domestic companies, to the point that I still remember people in the industry in China in 2019 saying that US didn't dare to do a blanket ban because the dominance of US companies in the Chinese market. They were wrong.

And is not that we are so smart that we are the only ones who can't see that. People in the US industry and US semiconductor companies managers had brought up this too, but their claims are always dismissed as is either greed or they are unpatriotic. That what make US stooges so dangerous, they are so embedded in their national security bubble inside the Pentagon that they can't see beyond that. In my opinion even if export controls and sanctions are completely roll back, Chinese companies need to secure their supply chains as much as possible from these unpredictable stooges.
 

tphuang

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SMIC revenue from Q1 is catching up to Samsung's Foundry division.


That won't happen. Until there is a permanent long term ban, three Chinese companies will still prefer to stick with the current status quo and what they are used to already. The only way they will ditch this American software companies is if the US ban them from using them.
This is such a tiresome talk from you. Just whining and complaining all day does nothing but degrade the quality of this thread.
 

Wrought

Senior Member
Registered Member
Speaking of domestic replacements, momentum is picking up in that space. Again, it's worth remembering these shifts take years to play out.

Industry observers note that this supply‑chain shift began taking shape in Q1 2025: domestic module houses started buying chips on the spot market for clients. Over the next three to six months—by the second half of 2025 at the earliest—these module makers are set to ramp up server‑memory production.


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tphuang

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Speaking of domestic replacements, momentum is picking up in that space. Again, it's worth remembering these shifts take years to play out.




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Do you believe domestic cloud providers are only at 5% in terms of domestic chip usage?

If not, then why do you post this?

In 2024, Alicloud was already announcing its plan to get to 20% domestic chips soon. Huawei cloud doesn't exactly have a lot of access to American chips. So why are you believing this?
 

Wrought

Senior Member
Registered Member
Do you believe domestic cloud providers are only at 5% in terms of domestic chip usage?

If not, then why do you post this?

In 2024, Alicloud was already announcing its plan to get to 20% domestic chips soon. Huawei cloud doesn't exactly have a lot of access to American chips. So why are you believing this?

I intentionally did not quote that section, and the reason I posted it was because I wanted to emphasize the quoted part. Domestic momentum is picking up.
 

swcc

Just Hatched
Registered Member
China R&D Institutions and companies have been developing EUV tech since 2001. Is not surprising at all, if you scan this thread you will find other companies.
Interesting company nevertheless.
View attachment 154001

Applications​

As a leading supplier of optical thin films and precision processing in China, our optical components have full spectrum coverage of EUV-30000nm.
In the field of semiconductor manufacturing, our EUV filters and high-precision reflectors are the core components of lithography machines. Through nano-level film design, efficient energy transmission and wavelength selectivity control in the extreme ultraviolet band are achieved.

In the field of life sciences and biomedicine, multi-channel filters and single-channel deep cutoff, dichroic mirrors and other products provide high-contrast signals and reliable result analysis for fluorescence microscopy, Raman, DNA microarray analysis and imaging systems.
In environmental monitoring, infrared optical components protected by wide-spectrum anti-reflection films can detect water pollutants and greenhouse gas concentrations in real time to protect ecological safety.
For national defense and aerospace, customized radiation-resistant infrared windows, dome covers, meshing and chalcogenide lenses are integrated into high-precision equipment to ensure accurate detection and long-life operation in extreme environments.
In industrial scenarios, LiDAR and machine vision-related products have become the core of autonomous driving, industrial detection and imaging; in the field of optical fiber communications, optical communication filters ensure lossless transmission of high-speed signals and support 5G and data center upgrades.
Whether it is batch standardized components or customized designs that meet special wavelengths, angles or environmental tolerance requirements, we provide reliable optical foundations for cutting-edge fields such as optoelectronics, national defense, new energy and quantum computing with our full-process technical collaboration capabilities.

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Yeah that's why i ask if anyone here knows more, because i've seen here that some very good chinese semiconductor companies doesn't even make website or was still unknown to the people here, like AMIES shanghai which was posted 2 weeks ago founded in february this year but already got a product line with research team filled with many PhDs.

I posted that 2 days ago just sincerely wanting to ask but the mods deleted it, then i tried it again with a more concise one but again the mods deleted it, i wasn't trying to diminish the quality of the thread, i was just genuinely asking.

This thread and the first semiconductor thread are the only real place on the english speaking world to find serious information about chinese euv, the media doesn't even cover anything at all, because media all over the world just copy established western media, and when they don't cover it, every single media won't cover it, not only media tho since many people in the industry still knows exactly nothing about chinese euv, i've seen this forum say that about asianometry.

The barrier to entry for this forum is ultra high, you can't even see the links and the pictures posted here if you don't have an account specifically for this forum, then the search function, if you search for anything less than 4 characters, it'll give an error, so "euv" "3nm" "5nm" "duv" "7nm" "eda" "gaa" "ule" and so many more can't be searched, which just makes things so much harder. Then you have to look one for one the pages of the threads, which is just crazy, this thread have 889 pages already, while the first thread have more than 2100 .

The barrier to understanding is so so much higher than that, which is why i posted saying that we need to have some progress updates weekly or monthly comprehensively covering the progress of chinese euv, the barrier to entry was already so high and the barrier to understanding was even much higher than that, we need to make updates that explain in words that are concise and easy to understand

I know many pro-china commies, commies, socialists, general people want to find out about chinese euv but they're met with ultra low quality clickbait stuff, things that oppositely make them believe chinese euv will never happen, then they turn to someone more knowledgeable like asianometry but then again he purposefully keeps himself shut from views that hurt his worldview, or jukanlosreve who frequently go to chinese forums but are still clueless about chinese euv or still actively in denial, and he's influencing people who learn from him to be the same

Those pro-china commies will benefit from knowing chinese euv progress, right now all of them are just pessimistic because they don't encounter any info on it

Again, this is the only real place in the english speaking world that knows about chinese euv, but gatekeeping it and being elitist only hurt
 
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