Chinese semiconductor thread II

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The first phase of Jiangsu Luxin Semiconductor Mask Project is expected to be completed and put into production in 2025​


Luwei Optoelectronics revealed on its investor interaction platform that the first phase of the Jiangsu Luxin semiconductor mask project will deliver samples of 90-100nm process node semiconductor mask plates in the first half of 2025, and will start trial production of 40nm process node semiconductor mask plate products in the second half of 2025. The first phase of the project is expected to be completed and put into production in 2025 and contribute a small part of the revenue, and further increase in volume in 2026.

In addition, the second phase of Jiangsu Luxin Semiconductor Project's 40-28nm process node semiconductor mask project is expected to be advanced in 2026-2027, with a construction period of less than 2 years.

It is understood that in January this year, the foundation stone laying ceremony of Luxin semiconductor mask production project was started, with an investment of 2 billion yuan. After completion, it will have an annual production capacity of about 35,000 semiconductor masks. The technical level will reach 28nm, and its application range will cover high-performance computing, artificial intelligence, mobile communications, smart grids and other industrial fields, helping the manufacturing and packaging of integrated circuit semiconductor chips.​

Luwei Optoelectronics: The company is the supplier of Xinkailai in the field of mask procurement.​


Luwei Optoelectronics(688401) stated on the interactive platform on April 10 that Xinkailai is the company's customer and the company supplies masks to Xinkailai. In addition, it also supplies other semiconductor equipment companies purchase masks from the company for equipment testing and other purposes. The company is a supplier of Xinkailai in the field of mask procurement, and it is not clear whether Xinkailai has a second supplier for mask products. At the same time, some of Xinkailai's equipment is also required in the company's mask production and manufacturing process. If the performance and parameters of Xinkailai's equipment meet the company's product requirements, the company will consider purchasing Xinkailai's equipment.

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Ruibao's high-end semiconductor equipment vacuum detection instrument and sensor R&D and production base is expected to be put into use in June this year

According to Chengdu Hi-Tech News, Ruibao's high-end semiconductor equipment vacuum detection instrument and sensor R&D and production base is expected to be put into use in June this year.

Ruibao's high-end semiconductor equipment vacuum detection instrument and sensor R&D and production base project has a total construction area of approximately 48,000 square meters and a total investment of approximately RMB 500 million. The project mainly builds a high-end semiconductor equipment vacuum detection instrument and sensor R&D and production base.

The project consists of five major areas, among which Building 1 and Building 2 are R&D Building AB Area, Building 3 is the production plant, Building 4 is the process building, and Building 5 is the dormitory. The industrial park mainly produces vacuum detection instruments, helium mass spectrometer leak detectors, vacuum regulators and other products used in semiconductor, new energy, aerospace and other industries. At the same time, a professional national vacuum laboratory and testing center will be built to promote industrial development and technological innovation.

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Synthesis, Characterization, and Radiation Chemistry of Fluorine-riched Zr-Sn-oxo Clusters​



Metal-oxo-clusters (MOCs) have garnered significant attention in advanced nanolithography due to their nanoscale sizes, well-defined atomic structures, and exceptional extreme ultraviolet absorption cross-sections. Ongoing exploration of novel MOCs and their structural irradiation chemistry is a key focus. This study employs the synergistic effects of heterometal doping and ligand regulation strategies within metal-oxo nanoclusters to regulate lithography sensitivity. Utilizing the {Zr6-oxo} unit as a core template, we innovatively integrated organotin and various halogenated ligands, successfully preparing the first-ever heterometallic Zr-Sn-oxo analogues SnOC-3, SnOC-4, and SnOC-5. They exhibit excellent solubility, stability, and film-forming properties, enabling preparation of smooth films via spin-coating for lithography applications. Upon electron beam lithography (EBL), all three clusters achieved high-quality 50 nm line patterns. SnOC-5 modified with m-trifluoromethylbenzoates demonstrates the highest lithography sensitivity at an exposure dose of 50 μC/cm2. This prior sensitivity originates from its superior EUV absorption capacity, due to high fluorine content, and unique fluorine chemical environment (Csp3-F). Investigations into irradiation mechanism suggest four possible pathways are involved: Sn-butyl-Sn network formation, decarboxylation, cleavage of terminal Sn–Cl bonds, and in-situ ligand transformation. These processes collectively induce the solubility-switching behavior essential for pattern formation. This study offers new insights for future research on MOCs-based photoresists.

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Dual grating common mode error suppression technology based on symmetrical Littrow structure​


Grating displacement sensors are widely used in semiconductor manufacturing, aerospace, precision machine tools and other fields due to their high precision, high speed measurement and large range.

During operation, the reference grating of the grating displacement sensor is rigidly connected to the object to be measured, and the random angle error generated by the moving parts will affect the measurement accuracy. Therefore, eliminating random angle errors is a key step in improving the accuracy of grating displacement sensors.

According to the number of reference gratings, grating displacement sensors can be divided into single grating systems and multi-grating systems. Traditional single grating systems are very sensitive to random angle errors, and slight angle changes will cause the measurement system to fail. There are more than two reference gratings in the multi-grating system, which together complete the angle modulation of the diffracted beam. The averaging effect can partially suppress the interference of random angle errors in the multi-grating system. However, the traditional multi-grating system has a small range and is more sensitive to component tolerances. These factors limit the accuracy improvement and industrial application of the multi-grating system.

In response to this technical problem, Li Wenhao's research team at the National Grating Manufacturing and Application Engineering Technology Research Center of the Changchun Institute of Optics, Fine Mechanics and Physics, Chinese Academy of Sciences, proposed a dual-grating common-mode error suppression technology (SLGIM) based on a symmetrical Littrow structure. The main optical path of the system is placed in a sandwich formed by two reference gratings with consistent optical parameters, showing a "sandwich" structure. The measurement system includes two complementary measurement arms with equal optical path lengths, and there is a common-mode suppression relationship between the two arms. Since the effects of random angular errors on the two measurement arms are conjugate, the two beams of measurement light remain in a combined interference state when the angle changes, which not only does not introduce additional optical path differences, but also does not cause a decrease in the signal-to-noise ratio. It has been verified that under the same external control, the measurement accuracy of the symmetrical Littrow structure dual-grating common-mode error suppression system is 1.6 times that of the traditional grating interferometry measurement system (ULGIM).

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Interesting takes from the 2nd Atomic-Scale Manufacturing Forum​


1. The Ministry of Industry and Information Technology launched the work of announcing and declaring the tasks of the 2025 atomic-level manufacturing future industry innovation

<Focusing on the four major directions of atomic-level manufacturing process simulation, atomic-level processing, construction and testing, 19 tasks are planned to be deployed (Appendix 2), and the expected output is a series of processing and testing equipment such as high-efficiency cluster ion beam atomic-level polishing equipment, 200-300kV field emission transmission electron microscopes, atomic-level metal powders, atomic-level precision X-ray reflectors and other products.>

2. Nanjing City and Nanjing University jointly pre-researched major scientific and technological infrastructure for atomic-level manufacturing

<The Nanjing Institute of Atomic Manufacturing (Nanjing University Institute of Atomic Manufacturing), a large-scale atomic extreme micro-manufacturing experimental facility shaped like a "swimming dragon" comes into view, covering an area comparable to that of a football field. As the first atomic-level manufacturing pre-research platform in China, the facility integrates a series of core devices such as high-intensity cluster beam sources and magneto-electric double-focusing mass-selective spectrometers, and has successfully achieved a major breakthrough in atomic-level precision control technology. At present, the facility has successfully produced results with important application value such as atomic-scale nickel powder. In the future, it will also focus on cutting-edge fields such as near-zero damage processing of chips and precise molecular synthesis to release huge development potential.

Pukou District actively arranges the innovation chain around the industrial chain and accelerates the construction of the full-chain innovation carrier of "laboratory-pilot platform-industrial base". It has achieved fruitful results in industry-university-research cooperation, co-building the Green Smart Chemical Technology and Equipment Research Institute with Chongqing University, co-establishing a research and development and transformation platform with Nanjing University of Technology, and co-building the Pukou Branch of the Technology Transfer Center with Nanjing Institute of Technology. These collaborations have formed a strong R&D support system covering key industries such as integrated circuits and high-end transportation equipment. By the end of 2024, the district has built 4 provincial academician workstations and 62 engineering technology research centers at or above the municipal level, providing a solid platform guarantee for scientific and technological innovation and industrial development.>

3. Domestic CMP equipment helps China's integrated circuit manufacturing move towards the atomic level

4. Atomic-scale manufacturing of two-dimensional metals

5. Artificial manufacture of quantum materials and their atomic devices

6. Atomic-level Manufacturing Innovation and Development Alliance was established

7. Southeast University International Innovation Center for Micro-Nano Systems, a full-chain support platform for atomic-level manufacturing of future micro-nano electronic devices, is launched


<The International Innovation Center for Micro-Nano Systems covers an area of about 4,300 square meters, including a research and development building (building area of about 16,000 square meters) and supporting facilities (building area of about 800 square meters). The 1st and 2nd floors of the Micro-Nano Building are clean laboratories, with a relatively complete 8- inch silicon-based MEMS process research and development line, compatible with 6-8- inch compound semiconductor processes; a 12- inch hybrid bonding chiplet core process section; and functional areas such as flexible electronics and advanced testing and analysis. The 3rd and 4th floors of the center are semiconductor material research and development areas and industry joint research and development laboratories.>

8. A new paradigm for crystal preparation: “lattice mass transfer-interface growth”

9. Formulate the first international standard for atomic layer deposition, "Atomic Layer Deposition - Terminology"

10. Original theory and materials of corner optical crystals
 

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This put Naura as a direct competitor against Tokyo Electron and one step into Lithography.​

North Huachuang's 3.1 billion yuan acquisition of Xinyuanwei (KingSemi) has been approved by relevant departments!​

North Huachuang (002371.SZ) is one step closer to completely acquiring Xinyuan Micro (688037.SH) and becoming its controlling shareholder!

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Today, North Huachuang issued an announcement stating that the company received the "Approval of the State-owned Assets Supervision and Administration Commission of the Beijing Municipal People's Government on the Cash Acquisition of Xinyuan Micro Shares and the Acquisition of Control by North Huachuang, a subsidiary of Beijing Electronics Holding Co., Ltd." forwarded by its actual controller Beijing Electronics Holding Co., Ltd. The State-owned Assets Supervision and Administration Commission of the Beijing Municipal People's Government agreed in principle to the above acquisition.

On the same day, North Huachuang also received a letter from Zhongke Tiansheng, stating that it had received the "Approval of the Shenyang Institute of Automation, Chinese Academy of Sciences on Zhongke Tiansheng's Public Solicitation Agreement Transfer of Xinyuanwei Shares" issued by the Shenyang Institute of Automation, Chinese Academy of Sciences. The Shenyang Institute of Automation, Chinese Academy of Sciences agreed in principle to Zhongke Tiansheng's transfer of shares to the company through public solicitation agreement.

It is understood that these two approvals involve North Huachuang's acquisition of Xinyuanwei.

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CapitaLand Quartz Semiconductor's Quartz Product Revenue Increased by 36%: Three Major Production Bases Progressed Smoothly and SMIC Has Official Orders​


Recently, CapitaLand Quartz released its 2024 annual report. Last year, the company achieved revenue of 306 million yuan, a year-on-year increase of 17.95%, of which quartz products for semiconductor integrated circuit chips achieved revenue of 237 million yuan, an increase of 36.35% over the same period last year; net profit attributable to the parent company was 32.9059 million yuan; net cash flow from operating activities was 21.8022 million yuan, an increase of 259.54% over the same period last year

Kaide Quartz emphasized that the main reason for the company's performance growth is the increase in demand for the company's semiconductor industry customers, especially the rapid growth in orders from compound semiconductor customers. In the future, the continued improvement in the downstream demand side will provide more obvious policy guarantees and support for the company's business development.
Strong customer demand leads to a 36% increase in semiconductor quartz product revenue

In the semiconductor field, quartz products are important materials in the semiconductor manufacturing process, and their application runs through almost the entire process of semiconductor wafer manufacturing. However, at present, the localization rate of high-end quartz materials for semiconductors is low, and the market is almost dominated by foreign companies.
Kaide Quartz is one of the few semiconductor quartz companies in China that has mastered core technologies. Last year, the company's quartz products for semiconductor integrated circuit chips achieved revenue of 237 million yuan, accounting for 77% of the company's main business revenue, an increase of 36.35% over the same period last year.

The three major production bases are progressing smoothly and have received formal orders from SMIC

-CapitaLand Quartz 's fundraising project - the high-end quartz product industrialization project, namely the new Yizhuang factory. CapitaLand Quartz said that the factory is in the production capacity ramp-up period, and currently many high-end quartz product customers have come to the site for review. The new Yizhuang factory will release more performance in the future.

-Kaimei Quartz, which was established by Kaide Quartz and Tongmei Crystal. The company is the main construction entity of the large-diameter high-quality quartz glass tube and high-purity quartz sand project for semiconductors and integrated circuits. The project is currently progressing smoothly, and the first phase of the quartz glass tube project has been put into production. In 2024, the total operating income will be 13.1081 million yuan, and the production capacity will be gradually released.

-CapitaLand Quartz's subsidiary CapitaLand Xinbei. In 2024, CapitaLand Xinbei achieved revenue of 87.1989 million yuan. On the basis of stable operation of existing businesses, the construction project of CapitaLand Xinbei Semiconductor Precision Parts R&D and Production Base is progressing normally, which will bring further improvement in production capacity after it goes into production.

In the field of compound semiconductors, Kaide Quartz's main customer is Tongmei Crystal, and its products are mainly supplied to Tongmei Crystal's indium phosphide and gallium arsenide production lines. It is reported that indium phosphide substrate products are mainly used to produce lasers and detector chips in optical modules; gallium arsenide substrate products are mainly used for radio frequency device products, laser devices, sensors, and are often used in high-brightness light-emitting diode (HBLED) device products for mobile phones and liquid crystal display (LCD) TV backlight sources.

In terms of 12-inch semiconductor high-end quartz products, Kaide Quartz emphasized that as more and more of the company's 12-inch semiconductor high-end quartz products pass downstream customer certification, the company's 12-inch semiconductor quartz product orders will gradually increase. It is worth mentioning that Kaide Quartz's product certification at SMIC is progressing smoothly and has already received formal orders.

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sunnymaxi

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This put Naura as a direct competitor against Tokyo Electron and one step into Lithography.​

North Huachuang's 3.1 billion yuan acquisition of Xinyuanwei (KingSemi) has been approved by relevant departments!​

North Huachuang (002371.SZ) is one step closer to completely acquiring Xinyuan Micro (688037.SH) and becoming its controlling shareholder!

View attachment 150578

Today, North Huachuang issued an announcement stating that the company received the "Approval of the State-owned Assets Supervision and Administration Commission of the Beijing Municipal People's Government on the Cash Acquisition of Xinyuan Micro Shares and the Acquisition of Control by North Huachuang, a subsidiary of Beijing Electronics Holding Co., Ltd." forwarded by its actual controller Beijing Electronics Holding Co., Ltd. The State-owned Assets Supervision and Administration Commission of the Beijing Municipal People's Government agreed in principle to the above acquisition.

On the same day, North Huachuang also received a letter from Zhongke Tiansheng, stating that it had received the "Approval of the Shenyang Institute of Automation, Chinese Academy of Sciences on Zhongke Tiansheng's Public Solicitation Agreement Transfer of Xinyuanwei Shares" issued by the Shenyang Institute of Automation, Chinese Academy of Sciences. The Shenyang Institute of Automation, Chinese Academy of Sciences agreed in principle to Zhongke Tiansheng's transfer of shares to the company through public solicitation agreement.

It is understood that these two approvals involve North Huachuang's acquisition of Xinyuanwei.

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bro how can acquisition of Xinyuanwei (KingSemi) help NAURA to enter in Litho sector ??
 
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