There aren´t any stocks in lithography to put money on. If the article was posted in Sohu or Weibo I wouldn´t posted but ijiwei has quite good track record when come on reporting about the industry. It was deleted by the editor because it was drawing too much attention. The numbers kinda meet I would expect approximate enough WPH to meet the demand 175 WPH and overlay correlates to what a SMEE staff told to a Korean industrial reporter in SEMICON China 2026.
Chinese semiconductor thread II
- Thread starter vincent
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The only relevant company in lithography stock in China would be MLOptics and that its, none of the relevant suppliers are listed as far I understand. UPrecision, Qier Electromechanical, GOPPTIX, RSLASER and so on. If they were listed it wouldn´t so much opacity regarding this topic because by law they can´t obfuscated to investors.
Chinese tech and Ai stock these days are already pretty much hot. Huahong stock rose 25 percent despite US sanctions.
U-Precision did an IPO back in 2021 and that is how this debate with hvpc about the immersion machine started here because they were forced to publish information about their wafer stages.
To start the SMEE is not even listed. But yeah, non relevant suppliers are listed UPrecision, Qier Electromechanical, GOPPTIX, RSLASER.
I see it more in Weibo and Sohu that in that website, I have been posting from them for while if you see my history, they don´t do as much hype as others websites, they mostly professional industrial website.
Even then, let suppose they are trying to hype the two or three lithography stocks , its correlate with other news that we had posted and news from Korea from SEMICON China 2026 SMEE staff.
This from MLOptics stock website and that is the kind of information that you would see from others relevant domestic suppliers.
Chinese semiconductor thread II
Hongri Technology: Plans to establish a holding subsidiary to operate semiconductor packaging lead frame business Hong Rida Co., Ltd. recently announced that it plans to jointly invest with Fujian Tedu Technology Co., Ltd. and Shanghai Hongke Tongchuang Enterprise Management Partnership...
www.sinodefenceforum.com
OK, let ignored of all the evidence, they definitely are not producing advanced immersion lithography machines, despite having 10 years developing them, lets ignore that the basic patenting and research of immersion machines has literally cold stop AND they are definitely not in an advance stage in EUV lithography despite the evidence pointing to the production of Pellicles who are essential for mass production. They can make the entire KLA, LAM, AMAT, TEL and more catalog except that one godlike machine. They are as good in optic as KLA but lithography? Nah man Chinese engineers don´t even know what that is. The precision measurement Industry in China is like ten meters sigma 3 compared to other countries. Those picometer grating interferometers, high end optics, FlexRay type illumination systems and maglev wafers stages are just hype for the markets
Recently, Maiwei Technology's independently developed semiconductor wafer hot-press bonding equipment was delivered to customers in batches again. This equipment, with its outstanding advantages in bonding accuracy, operational stability, and overall cost control, has gained high recognition from customers, writing a new chapter in the long-term cooperation between the two parties.
Once the equipment is put into operation, it will provide solid support for the client's large-scale mass production, effectively improve its production efficiency and product yield, and ensure the efficient and stable operation of the semiconductor packaging production line.
In the future, the company will continue to focus on the semiconductor dicing and packaging field, adhere to R&D innovation based on customer needs, and strive to provide more comprehensive overall solutions to help the high-quality development of the domestic semiconductor industry.
Maiwei Semiconductor Wafer Hot Press Bonding Equipment Delivered to Customers in Batch Again
Recently, Maiwei Technology's independently developed semiconductor wafer hot-press bonding equipment was delivered to customers in batches again. This equipment, with its outstanding advantages in bonding accuracy, operational stability, and overall cost control, has gained high recognition from customers, writing a new chapter in the long-term cooperation between the two parties.
Once the equipment is put into operation, it will provide solid support for the client's large-scale mass production, effectively improve its production efficiency and product yield, and ensure the efficient and stable operation of the semiconductor packaging production line.
In the future, the company will continue to focus on the semiconductor dicing and packaging field, adhere to R&D innovation based on customer needs, and strive to provide more comprehensive overall solutions to help the high-quality development of the domestic semiconductor industry.
This is old, this absolutely old.
I Think modern Computational lithography requires programmable illuminators or at least make it easier.
Remember that ASML operate with profit margins of about 100%. So of the sales price, half is profit and the other half is the actual cost of a lithography machine.
If the SMEE machine only has half the throughout and costs half as much, then there is rough cost/performance parity