Matures nodes need ArFi machines. Anything below 65nm needs to be made with ArFi machines.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
KrF and ArFi are the most used machines.
You can see in the graph for their price KrF machines are disproportional sold compared to dry ArF machines.
You can see in the graph for their price KrF machines are disproportional sold compared to dry ArF machines.
Ferrotec completed the acquisition of 100% equity of Hangzhou Zhixin, a semiconductor ceramic parts company
Anhui Fulide Technology Development Co., Ltd. issued an announcement on the progress of the acquisition of 100% equity of Hangzhou Zhixin Semiconductor Co., Ltd. and related transactions. Recently, Hangzhou Zhixin has completed the industrial and commercial change registration procedures and obtained the business license issued by the Hangzhou Qiantang District Market Supervision and Administration Bureau. After the completion of this industrial and commercial change, Fulide holds 100% equity of Hangzhou Zhixin, and Hangzhou Zhixin becomes its wholly-owned subsidiary.
In order to expand Fulide's business in the field of semiconductor equipment and parts maintenance, enrich and improve the construction of the industrial chain, provide customers with high value-added, more comprehensive one-stop services, enhance profitability and enhance core competitiveness, Fulide and Hangzhou Yamato Jiangdong New Materials Technology Co., Ltd. signed a conditional equity transfer agreement in Tongling, Anhui on June 7, 2024 to acquire 100% of the equity of Hangzhou Zhixin held by Jiangdong New Materials. The transfer price of this transaction is 68 million yuan, all paid in cash. Fulide, Jiangdong New Materials and Hangzhou Zhixin are all indirectly controlled by Japan Magnetic Technology Holdings Co., Ltd.
Hangzhou Zhixin's business scope includes R&D, production, and maintenance: semiconductor precision parts, vacuum chamber heaters, semiconductor electrostatic chucks, special ceramics, and ceramic parts; wafer base repair and manufacturing; sales of self-produced products and provision of related technical consulting services. Hangzhou Zhixin's main business is ALN heater refurbishment and new product production, electrostatic chuck ("ESC") R&D, production, and sales. It is the first company in China to focus on high-precision repair of ALN heater ceramic parts and heater parts processing/ESC manufacturing. The main businesses include high-precision repair of ALN heater ceramic parts and ceramic brazing business.
ALN heater ceramic parts high-precision repair business: ALN heater is a key equipment in the CVD process in the semiconductor chip manufacturing process, mainly used to heat the CVD gas. During use, the WAFER is placed on the surface of the heater, and the wafer is heated by the heater. After the CVD gas enters the cavity, it reacts on the surface of the wafer after heating to form a thin film deposited on the surface of the wafer. This business is derived from the technology of CRC in the United States. It will reach mass production in mid-2022 and start refurbishment business promotion in domestic Fab factories.
Ceramic brazing business: This business is a new business derived from the welding technology in heater refurbishment. Ceramic brazing technology includes two major areas: ceramic metallization and ceramic welding technology. It is now widely used in medical, aerospace, nuclear energy, semiconductor and other fields.
Among them, ALN heater refurbishment belongs to the category of Fulide's precision cleaning derivative value-added business, which has a high synergy with the main business. Through this acquisition, Fulide's business in the field of semiconductor equipment and its key components maintenance will be effectively expanded, providing customers with high value-added and more comprehensive one-stop services.
China's first 2Tb/s 3D integrated silicon photonic chip is unveiled
Recently, the first domestic 2Tb/s three-dimensional integrated silicon photonic core particles have been successfully sampled , helping China's information industry to achieve a major breakthrough in high-end optical chips that are urgently needed, and becoming a bright symbol of Hubei's service to the national strategy. As a disruptive technology, optical chips are regarded as the key to breaking the performance bottleneck of traditional electronic chips. With the rapid development of artificial intelligence and big data, the demand for computing power has increased dramatically. Optical chips have received widespread attention due to their advantages in speed, bandwidth and energy efficiency. The core of optical chips is to use waveguides instead of traditional copper wires to simulate the computing process through the interference and transmission of optical signals, thereby achieving high-speed and low-power computing.
ACME Mapper has a more up to date hires satellite picture of the CXMT fab complex at Hefei. This was probably taken like a year ago.
If you look at recent Sentinel-2 pictures all the exterior construction seems to have been finished while it isn't here.
If you look at recent Sentinel-2 pictures all the exterior construction seems to have been finished while it isn't here.
Last edited:
Seriously. This is how many the top model from Samsung sold in 2023:
- Samsung Galaxy A14: 12.4 million
The Mate 70 is coming end of year with a 5mn chip. We'll start seeing Western articles exclaiming low caps and low profitability on a new process that the China's semi-industry is expanding into.
ACME Mapper has a more up to date hires satellite picture of the CXMT fab complex at Hefei. This was probably taken like a year ago.
If you look at recent Sentinel-2 pictures all the exterior construction seems to have been finished while it isn't here.
The factory’s top down layout kinda looks like a circuit board too. What an interesting coincidence.
North Huachuang expects profit of 2.57 billion yuan to 2.96 billion yuan in the first half of the year
North Huachuang released its 2024 first-half performance forecast, saying that it expects to achieve revenue of RMB 1,141 million to RMB 1,314 million, a year-on-year increase of 35.4% to 55.93%; the net profit attributable to shareholders of the listed company is expected to be RMB 257 million to RMB 296 million, a year-on-year increase of 42.84% to 64.51%; the net profit after deducting non-recurring gains and losses is expected to be RMB 244 million to RMB 281 million, a year-on-year increase of 51.64% to 74.63%; the basic earnings per share is expected to be RMB 4.8434 to RMB 5.5784.
Regarding the reasons for the change in performance in this period, North Huachuang explains as follows:
1. During the reporting period, the company continued to study customer needs, enrich its product matrix, and continuously improve its core competitiveness. The company's process coverage and market share of process equipment such as etching, thin film deposition, cleaning, furnace tubes and rapid annealing used in the integrated circuit field continued to rise steadily, and its revenue grew steadily year-on-year.
2. During the reporting period, as the company's revenue scale continued to expand, economies of scale gradually emerged; intelligent manufacturing helped to effectively improve the operation level; the cost-to-expense ratio steadily declined, resulting in a continuous year-on-year increase in net profit attributable to shareholders of the listed company.
Regarding the reasons for the change in performance in this period, North Huachuang explains as follows:
1. During the reporting period, the company continued to study customer needs, enrich its product matrix, and continuously improve its core competitiveness. The company's process coverage and market share of process equipment such as etching, thin film deposition, cleaning, furnace tubes and rapid annealing used in the integrated circuit field continued to rise steadily, and its revenue grew steadily year-on-year.
2. During the reporting period, as the company's revenue scale continued to expand, economies of scale gradually emerged; intelligent manufacturing helped to effectively improve the operation level; the cost-to-expense ratio steadily declined, resulting in a continuous year-on-year increase in net profit attributable to shareholders of the listed company.
