Chinese semiconductor thread II

[tphuang]

SSC800 is Krf and the A version can be traced back to 2021. I suppose the buyer is Yandong.

yes, SSC800 is KRF if you do a search. This is what hvpc said a while back.

At this point, I don't think you need to do a bid for SSA800. You either buy it or you don't.

The key here is that it's considered to be matured and reliable enough that it's going through bids. But IIRC, KRF scanners are around $10m so this is more expensive than imported ones. That tells me they have yet to scale up production. Either that or imports got a lot more expensive.

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[tphuang]

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We here have a new high end LED fab in Shanghai Lingang for cars. Will produce 1.2m micro LED per year when completed in 2027.

 

[tphuang]

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news here of Vanchip with Wifi-7 & BlueTooth dual connect FEM product. It has already been validated by domestic OEM.

AI眼镜、运动相机、移动麦克风、蓝牙音箱等

It can be used in AI glasses, action cameras, mobile microphone and bluetooth soundbox.

 

[PopularScience]

yes, SSC800 is KRF if you do a search. This is what hvpc said a while back.

At this point, I don't think you need to do a bid for SSA800. You either buy it or you don't.

The key here is that it's considered to be matured and reliable enough that it's going through bids. But IIRC, KRF scanners are around $10m so this is more expensive than imported ones. That tells me they have yet to scale up production. Either that or imports got a lot more expensive.

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Maybe this is improved version of double wafer stage krf machine.

 

[pbd456]

100m CNY for a non duvi is very expensive?

 

[PopularScience]

100m CNY for a non duvi is very expensive?

average price of krf is 12 million euro.

 

[Michael90]

I don't know why iPhone dominates the flagship segment so much in China. Most celebrities (espescially 99% of the female) always use an iPhone.

Status symbol. Lol

 

[CMP]

Status symbol. Lol

Is it though? It's more like a retardation symbol. It's like seeing people drive around in:

 

[tokenanalyst]

100m CNY for a non duvi is very expensive?

I-Line prices are about 5 - 7 millions
KrF are about 10-20 millions
ArF dry 25-40 millions
ArFi 50-100 millions
EUV 120 and up

Depending on the generation of the scanner. Probably as more companies enter the market we can see price decreases in this sector.

 

[Wrought]

Mate 70 uses CXMT, NYC, and BOE for DRAM, NAND, and display, respectively. Domestic production rose to 57% this year, covering most key components.

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