I would recommend not to read too much into the market share that people publish online because in reality nobody really knows. Because Chinese fabs like SMIC and YMTC are not saying the among of tools they are buying most people are just posting estimations. China tools companies are also using low market share estimations as a marketing strategy of "our tools have more room for grow".
Chinese semiconductor thread II
- Thread starter vincent
- Start date
Skyverse second half report:
-38% YoY Revenue Growth.-300 Defect Inspection Tools delivered to 100 lines.
-400 Graphic Inspection Tools delivered to HBM lines.
-Brightfield/Darkfield nano-patterned wafer defect inspection equipment delivered to several production lines.
-200 3D profilometers delivered to 50 production lines.
-Dielectric Thin Film Equipment widely sold to domestic production lines in batches.
-OCD equipment completed development and is being delivered in batches.
Some companies like, I think, Axin Semiconductor is, who is for now critical to YMTC, are not publicly listed yet, so they don't publish sells numbers.
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loved it.
Bright/Dark field defect detection equipment are some of the most technological complex tools. and they are producing like sausages..
Jingce too delivered their 7nm Bright defect detection equipment.
Jingce also delivered OCD equipment last year and decisively broke KLA monopoly. so Skyverse now too has optical critical dimension measurement (OCD).. Great
I think it's important to not get worked up too much by the stated % themselves. They may have higher domestic % than what these articles say, but they are relatively in the right direction. So, even if metrology is not at single digit %, it is still likely the least competitive segment domestically.
And even if they can supply equipment for 7nm, those suppliers are still likely to not have enough production capacity or after-service support personnel to supply much less advanced nodes in many other fabs.
And even if they can supply equipment for 7nm, those suppliers are still likely to not have enough production capacity or after-service support personnel to supply much less advanced nodes in many other fabs.
There's not really a reason given why CXMT can't design its own controller, just some sources said.