Chinese semiconductor industry

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european_guy

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Ok I tried to get some (very approximate) number about needed photoresist.

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they refer to 1ml/inch of photoresist needed per wafer, let's assume 10ml for 12'' wafers for lithography step.

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they say "In total, there are 38 lithography exposures at 32nm/28nm, 15 of which are immersion exposures"

So it means for 28nm node is needed 380ml of photorsist per processed wafer, included 150ml for Arf immersion

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we can see that photoresist's density is around 1 g/cm 3 (from 0.96 to 1.1), hence we have 380Kg total photoresist for 1000 wafers, included 150Kg immersion photoresist.

According to havoc's table, there is a current capacity of 3.5 tons/year (300Kg/month) of Arf photoresist. Even assuming is all for immersion and is all used just for 28nm, it means a maximum capacity of 2000 wpm (wafer per month) for 12'' wafers at 28nm node.
 

tonyget

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that's why I said 2022-12-31 completed. No further delay.

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(300346.SZ)1月6日在投资者互动平台表示,
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验证工作正在抓紧推进,具体情况请关注信息披露。


This is Nanda's answer to investors in Jan 2023,the Arf product is still at verification stage. That means no new progress,nothing is completed at the moment
 

PopularScience

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(300346.SZ)1月6日在投资者互动平台表示,
Please, Log in or Register to view URLs content!
验证工作正在抓紧推进,具体情况请关注信息披露。


This is Nanda's answer to investors in Jan 2023,the Arf product is still at verification stage. That means no new progress,nothing is completed at the moment
this is immersion.
 

PopularScience

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Ok I tried to get some (very approximate) number about needed photoresist.

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they refer to 1ml/inch of photoresist needed per wafer, let's assume 10ml for 12'' wafers for lithography step.

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they say "In total, there are 38 lithography exposures at 32nm/28nm, 15 of which are immersion exposures"

So it means for 28nm node is needed 380ml of photorsist per processed wafer, included 150ml for Arf immersion

Please, Log in or Register to view URLs content!
we can see that photoresist's density is around 1 g/cm 3 (from 0.96 to 1.1), hence we have 380Kg total photoresist for 1000 wafers, included 150Kg immersion photoresist.

According to havoc's table, there is a current capacity of 3.5 tons/year (300Kg/month) of Arf photoresist. Even assuming is all for immersion and is all used just for 28nm, it means a maximum capacity of 2000 wpm (wafer per month) for 12'' wafers at 28nm node.
Good calculation.

But there are other companies developing ARF photoresist too. For example

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european_guy

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Good calculation.

But there are other companies developing ARF photoresist too. For example

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Kempur seems to be owned by Red Avenue (彤程)

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So according to the above table by @tonyget , if I am able to translate correctly, it seems they are in mass production only with the KrF, the dry Arf is currently in verification stage, and for the immersion Arf it will be setup a R&D platform by the end of this year, so we can safely assume immersion photoresist from Kempur will not be available in production before 2024/2025.

BTW Nata (南大光电) is the only one withouth a clear statement about which materials are in mass production and if not when they will be. They say they have passed customer verification, but nothing is clear....they are the SMEE of the photoresist! :)
 
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