Chinese semiconductor industry

[FairAndUnbiased]

I think SMEE is the top dog in China and AMEC is the second tier that equipment are used mainly for manufacturing LED, etc.

Wondering how the revenue of SMEE this year compare to AMEC and ASML ?

no, AMEC is a totally different category (etch/deposition) than SMEE (lithography).

AMEC is not used in manufacturing LEDs.

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[Nutrient]

While SMEE is pretty successful in the back-end and substrate market in China, sadly is late to the party in the front-end market, by the time SMEE delivered their 90nm dry Arf scanner in 2017 ASML sadly already have established a monopoly inside China.

ASML has nowhere near a monopoly in China. If @AndrewS is right that the country will need a hundred or more new fabs, that will be a market of several hundreds, maybe thousands, of lithography machines. This new market will probably dwarf the population of ASML machines already in the country.

 

[caudaceus]

Probably it's been shared here before,

The discussions about Wrights law close to the end is very interesting.

It seems high volume 7nm and stacking might be a deadly combination in the future. Also didn't realize that we are starting to put CPU everywhere, even on harddisk

 

[coolieno99]

I understand why IP protection is needed in order to protect innovation. However, when global giants use their leading position to crowd out smaller competitors via patent overload, what this does is force smaller competitors to simply avoid such patents and workaround them with MAJOR adjustments to what are often simple "inventions". A perfect example is Nikola Motors. This fraudulent company once sued Tesla for $2 billion for infringing on their patents of their truck design. Tesla's Semi truck had the look of a class 8 truck and Nikola Motors patented the look of a class 8 truck and sued. Guess what? Nikola Motors won the initial court ruling because Tesla's truck looked like....a truck. Since then, Nikola Motors former CEO and founder "Trevor Milton" has been charged with fraud and misleading investors about the existence of this truck which was actually nothing more than a shell that wasn't even able to move on its own power. This is the stupid state of IP law.

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The strange thing about this is Tesla (the inventor) first name is Nikola.

 

[AndrewS]

ASML has nowhere near a monopoly in China. If @AndrewS is right that the country will need a hundred or more new fabs, that will be a market of several hundreds, maybe thousands, of lithography machines. This new market will probably dwarf the population of ASML machines already in the country.

Potentially in 10 years time, there could be more DUV lithography machines made by SMEE inside China than ASML has ever produced globally

 

[Overbom]

Potentially in 10 years time, there could be more DUV lithography machines made by SMEE inside China than ASML has ever produced globally

That also depends on the production capacity.

Any news to what extend they will increase production?

 

[AndrewS]

That also depends on the production capacity.

Any news to what extend they will increase production?

It's all speculation.

But look at what happens when there is a "crisis" and a potential economic opportunity attached to it (such as High-speed rail and other infrastructure developments after the 2008 Financial Crisis)

Plus future 5G leadership and industrial transformation depends on chips now.

So I expect China to go big on semiconductor fabs when domestic technology is ready.

Global semiconductor technology leadership is possible within the next 10 years.

 

[tokenanalyst]

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China is striving to “de-Americanize” its chip supply - and is investing the equivalent of many billions of US dollars in the commercialization of young semiconductor technologies such as SiC and GaN. The future "SiC Valley" is currently being built in the mouth of the Yangtze River.

Company on the subject

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Semiconductors with a wide band gap such as GaN or SiC are particularly convincing in power electronics. They are therefore a key component, for example, for large car battery modules for electromobility.
(Image: Volkswagen AG)

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has a plan B. With it, the domestic high-tech industry is to free itself from the stranglehold of the chip blockade in Washington. Since Trump and now the new US President Joe Biden cut off access to high-quality semiconductors for Chinese tech companies like Huawei, Beijing has been working feverishly on this strategy. Its core: China is fully committed to the development and commercialization of third-generation semiconductors.

These new chips are no longer based on pure silicon. Instead, the relatively new materials silicon carbide (SiC) and gallium nitride (GaN) are used. Such semiconductors have been researched around the world for over two decades, but there are still no leading companies that dominate the market with this technology. It is precisely at this point that Beijing's central planners set the lever.

 

[WTAN]

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Interesting what this mean? Huawei already have test local semiconductor line in Wuhan with own 40 nm ? Or it's just another factories develop this microshema.

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Interesting what this mean? Huawei already have test local semiconductor line in Wuhan with own 40 nm ? Or it's just another factories develop this microshema.

Huawei has set up its own 40nm Production Line for OLED Chips at its new Wuhan Plant.

 

[huemens]

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Tsinghua Unigroup recently gathered strategic investors for its restructuring and 14 companies, including Alibaba and Beijing Electronics, decided to participate. The investors will come up with a restructuring plan by Sept. 25.