Chinese semiconductor industry

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ansy1968

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2)热处理设备

热处理设备包括卧式炉、立式炉和快速升温炉(RTP)等,主要是对硅片进行氧化、扩散、退火等工艺处理。

北方华创是该领域龙头,在热处理设备的各个细分领域均有成熟的产品线。

今年上半年,公司在长江存储获得 3 台硅刻蚀、3 台 PVD、2 台炉管及 5 台退火设备订单,其中硅刻蚀设备市占率达 27%。

同时在华虹系获得 3 台硅刻蚀、1 台 PVD 及 2 台退火设备订单;在积塔半导体获得 2 台刻蚀、4 台氧化设备及 1 台退火设备订单。

北方华创不仅是热处理设备的龙头,还是光伏、锂电、半导体的硅刻蚀、薄膜沉积、清洗设备,甚至第三代碳化硅半导体设备的龙头之一。

今年上半年,公司的碳化硅(SiC)长晶炉、刻蚀机、PVD、PECVD 等第三代半导体设备开始批量供应市场;

12 寸硅刻蚀机、金属 PVD、立式氧化/退火炉、湿法清洗机等多款高端半导体设备也相继进入量产阶段,研发成果有种下饺子的感觉。

小结:技术上完全没问题。

2) Heat treatment equipment

Heat treatment equipment includes horizontal furnaces, vertical furnaces and rapid heating furnaces (RTP), etc., mainly for the oxidation, diffusion, and annealing of silicon wafers.

North Huachuang is the leader in this field and has mature product lines in various sub-fields of heat treatment equipment.

In the first half of this year, the company obtained orders for 3 silicon etching, 3 PVD, 2 furnace tubes and 5 annealing equipment in Yangtze River Storage, of which the market share of silicon etching equipment reached 27%.

At the same time, it obtained orders for 3 silicon etching, 1 PVD, and 2 annealing equipment in Huahong Department; and obtained orders for 2 etching, 4 oxidation equipment and 1 annealing equipment in Jaeger Tower Semiconductor.

North Huachuang is not only the leader of heat treatment equipment, but also one of the leaders of photovoltaic, lithium battery, semiconductor silicon etching, film deposition, cleaning equipment, and even the third generation of silicon carbide semiconductor equipment.

In the first half of this year, the company's silicon carbide (SiC) crystal growth furnace, etching machine, PVD, PECVD and other third-generation semiconductor equipment began to be supplied to the market in batches;

A variety of high-end semiconductor equipment such as 12-inch silicon etching machine, metal PVD, vertical oxidation/annealing furnace, and wet cleaning machine have also entered the mass production stage, and the research and development results have a feeling of dumplings.

Summary: Technically no problem at all.
@Oldschool so Sir the major bottleneck is really the Lithographic equipment?
 

ansy1968

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from our very owned Antonius123 (Pakistan Defense forum) bro you should put it here and post more. :cool:

China on way to self reliance in 28-nm chips; to attain maturity in 14-mm category as well

April 30, 2021

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Globally semiconductor industry is going through an unprecedented challenge due to shortage of chips. The industry feels that the
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have contributed for this crisis. In China, major players have stepped up efforts to combat the current shortage by engaging in new production plans and expanding the existing ones. With the support from the government, the semiconductor industry in China is expected to attain self-reliance in popular technologies very soon.
The demand skyrockets amid supply challenges
Since the onset of COVID -19 epidemic, the industry witnessed a surge in demand for electronic devices like computers and smartphones, which became essential to meet the work- and study-related needs of individuals across the globe. The growth of 5G, in parallel to these developments, introduced a new wave of technologies and devices that demand high-end processors to deliver high performance with lower power consumption. The automotive sector also witnessed explosive growth, as public transport became difficult during the pandemic.

During 2020, global
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sales grew by 6.5 percent to $439.0 billion, compared to the 2019 total of $412.3 billion. China remained the largest individual market for semiconductors, accounting for $151.7 billion sales in 2020, an increase of 5.0% Y-o-Y. China, which buys 40% share of the global semiconductor shipments, is now trying to cut down its reliance on imports.
SMIC leads Chinese chip manufacturing
SMIC, a key contributor to China’s domestic semiconductor industry and the world’s 5th largest producer of chips, said the
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the company’s business, as it could not procure technology from U.S. suppliers. The sanctions also impacted the industry at large as many firms started stock piling chips and other components fearing shortage.
Despite the restrictions, SMIC reported a record high of US$3.91 billion in revenues for the entire year in 2020, with nearly 17% growth YoY. The company shipped 1,415,788 wafers during the fourth quarter alone, a 5.7% jump from the corresponding period previous year.
SMIC focuses on chips from 350 nm node to advanced 14 nm. The aggressive manufacturing plans which SMIC has undertaken over the past couple of years, with support from the Chinese Government, have been pivotal in the success of the company. The US$2 billion investment, which SMIC procured from China National Integrated Circuit Industry Investment Fund and the Shanghai Integrated Circuit Industry Investment Fund last year, has been instrumental in this development.

SMIC, in cooperation with the Shenzhen government, recently announced plans to
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. The project, with an estimated 2.35 billion U.S. dollars (15.3 billion yuan approximately) in investment, will have a monthly production capacity of about 40,000 12-inch wafers.
SMIC perceives that the massive production of 28-nm chips will, to an extent, address the current market demands, from both China and abroad. The 28-nm node and above fall in the mature category of chips, and market players believe the technology will find relevance at least for the next five years. In November last year, the China Semiconductor Industry Association had noted that China will become self sufficient in 28-nm process technology within two years and the mass production of 28-nm chips will be realized end of this year in China. This is crucial for the country’s self reliance on advanced chip technologies, and proves how the country is preparing to combat the unexpected challenges like the current sanctions.
China is also building momentum in the 14-nm and below category. In a major breakthrough, the Shanghai government announced the plans for “scaled production” of 12-nm semiconductors this year, as part of the government’s strategy to reduce reliance on foreign markets.
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reveal that SMIC could be the choice of the project, considering the company’s capability in mass production of 14-nm and 12-nm. The 14-nm chip market in China is expected to mature by next year, considering the aggressive manufacturing initiatives by the largest semiconductor foundry in China.

The growth is also triggered by the rise in demand from Chinese companies, which largely relied on Taiwan Semiconductor Manufacturing Company (TSMC) before the U.S. sanctions.
The crisis has also pushed Chinese manufacturers to invest in futuristic technologies, especially the millimeter-wave 5G chips. In its new facility, SMIC is planning to produce the 7-nm chip, the latest advancement based on the N+1 process. Compared to SMIC’s 14nm process, N+1 promises 20% increase in performance and 57% reduction in power consumption, which is comparable with the competing products in the market, according to
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. The process is ideal to build low-power applications like those in 5G. SMIC is set to run mass production of 7-nm chips later this year.
With this momentum expected to sustain in the future, the Chinese chip manufacturing industry looks highly prospective.
Rajani Baburajan

www.telecomlead.com

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Globally semiconductor industry is going through an unprecedented challenge due to shortage of chips.
www.telecomlead.com
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Oldschool

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What do you think of CTEC finished the 35nm duv design?

Cetc has 2 sets of 65nm duv in production in 2021.

中国机床工具协会原高级顾问邵钦作的发言。里面有提到光刻机的问题

邵钦作说:现在国产光刻机面临的难题,有很大一部分是光刻机核心零部件加工水平的问题。他说中电科的领导找到他,告诉他现在中电科已经设计好了35nm光刻机。里面几个关键部件需要精密加工,问他国产机床能不能胜任。他说选择给中电科挑选国产机床里面最好的,可以达到他们的精度要求。
 
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caudaceus

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What do you think of CTEC finished the 35nm duv design?

中国机床工具协会原高级顾问邵钦作的发言。里面有提到光刻机的问题

邵钦作说:现在国产光刻机面临的难题,有很大一部分是光刻机核心零部件加工水平的问题。他说中电科的领导找到他,告诉他现在中电科已经设计好了35nm光刻机。里面几个关键部件需要精密加工,问他国产机床能不能胜任。他说选择给中电科挑选国产机床里面最好的,可以达到他们的精度要求。
Damn CTEC also plays in semicon equipment?
IIRC, they are a kind of MIC like Raytheon or Thales. Well, the advantage is that they have deep capital and tested capabilities.
 

Oldschool

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Damn CTEC also plays in semicon equipment?
IIRC, they are a kind of MIC like Raytheon or Thales. Well, the advantage is that they have deep capital and tested capabilities.
It's a serious semi con equipments company.
It has 28nm ion implantation.

Producing Lithography as well .

序号 产品名称 产品规格 单位 年产量
1 光刻机 0.35μm 台 12
2 光刻机 0.13μm 台 6
3 光刻机 65nm 台 2
4 合计 台 20

预期投产日期:2021.12

Cetc 35nm duv is targeting the 28nm market equivalent to smee 28nm duv which single exposure is only 38nm.

Cetc 35nm duv maybe sample next year and about 1 year behind smee.
 
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ansy1968

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It's a serious semi con equipments company.
It has 28nm ion implantation.

Producing Lithography as well .

序号 产品名称 产品规格 单位 年产量
1 光刻机 0.35μm 台 12
2 光刻机 0.13μm 台 6
3 光刻机 65nm 台 2
4 合计 台 20

预期投产日期:2021.12

Cetc 35nm duv is targeting the 28nm market equivalent to smee 28nm duv which single exposure is only 38nm.

Cetc 35nm duv maybe sample next year and about 1 year behind smee.
@Oldschool Sir, CETC 35nm is it dry? if it is then maybe by adding an immersion it may increase its resolution exposure? by about 22nm?
 
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