Chinese semiconductor industry

Applied Materials And Lam Research: Little Impact From Possible Demise Of China's NAND Industry​

Summary​

• China's NAND memory company YMTC could reach nearly 10% of global NAND capacity in 2025.
• YMTC's parent company Tsinghua Unigroup is declaring bankruptcy, which could impact funding of new fabs.
• U.S. Commerce Department is being asked to blacklist YMTC, which could impact its ability to buy processing equipment.
• Applied Materials and Lam Research generated an estimated $6.2 billion in revenues from NAND manufacturers in 2020 and $740 million to YMTC.
• Even with the possible shutdown of China's NAND memory industry, there will be minimal impact on equipment suppliers.
• This idea was discussed in more depth with members of my private investing community, Semiconductor Deep Dive.
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Wangxi said:

U.S. Commerce Department is being asked to blacklist YMTC, which could impact its ability to buy processing equipment.

There is some interesting data on YMTC and CXMT in this article

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Kaine said:

I am betting that YMTC will get sanctioned.

AFAIK YMTC is still quite dependent on US tech IP

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Wangxi said:

Applied Materials And Lam Research: Little Impact From Possible Demise Of China's NAND Industry​

Summary​

• China's NAND memory company YMTC could reach nearly 10% of global NAND capacity in 2025.
• YMTC's parent company Tsinghua Unigroup is declaring bankruptcy, which could impact funding of new fabs.
• U.S. Commerce Department is being asked to blacklist YMTC, which could impact its ability to buy processing equipment.
• Applied Materials and Lam Research generated an estimated $6.2 billion in revenues from NAND manufacturers in 2020 and $740 million to YMTC.
• Even with the possible shutdown of China's NAND memory industry, there will be minimal impact on equipment suppliers.
• This idea was discussed in more depth with members of my private investing community, Semiconductor Deep Dive.
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There is some interesting data on YMTC and CXMT in this article

Click to expand...

Ultra-high precision CNC machine for lithography optics from Beijing Prosper Precision Machine Tool Co passed test. The machine’s precision is between 100nm to 200nm. 100nm precision can be achieved with strict environmental control (temp and vibration?). It can produce optics up to 700mm in size. The company teamed up with Changchun Optics to develop the machine.

The next focus of the company is to produce CNC machine with precision of 50nm and optic size up to 2m.

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2021-05-20

2021年5月18日，北京博鲁斯潘精密机床有限公司与中国科学院长春光机所国望光学杨怀江博士团队合作研发的光刻机物镜系统超精密磨床ULTR-700VG通过国家机床质量监督检验检测中心检测。该磨床精度0.1~0.2μm，优化环境干扰，可以稳态到0.1μm。该类高精尖超精密数控机床对我国芯片、光学、航空航天、国防工业突破国外封锁,实现高精尖技术与装备的自主可控发展，具有重要的战略意义和经济意义。

该超精密机床工作台直径700mm，X轴行程：> 350mm、Z轴行程：>250mm、X轴定位精度：3μm/350mm(VDI 3441)、X轴重复定位精度：+/-1μm(VDI 3441)、Z轴定位精度：1μm/250mm(VDI 3441)、Z轴重复定位精度：+/-0.1μm(VDI 3441)、X轴直线度：1μm/100mm，3μm/350mm、Z轴直线度：1μm/100mm，2μm/250mm、X轴与工作台平行度：2μm/350mm、Z轴与工作台垂直度：2μm/250mm、X,Z轴最小可执行位移为0.1μm。磨削500mm直径的合金钢零件的平面度以及双面平行度达到0.2微米；该超精密数控机床是高刚度的工程化实用产品，可以广泛应用于我国IC电路、光学工业、航空航天、国防等精密超精密制造领域的批量化生产；该技术和产品处于世界领先水平，属于我国机床工业领域的首台套；项目组负责人吴行飞博士表示，优化工作环境，避免干扰，磨削精度可以稳态到0.1微米；下一步的目标是直径2000mm的超大型光学超精密数控机床的研发，精度将突破0.05微米。

博鲁斯潘董事长吴行飞博士表示：公司专攻光学、航空航天、汽车等领域的高档数控机床，以进口替代为目标，目前公司已量产十七轴联动、五轴联动、镜面车削等多款高档产品，质量和稳定性得到客户一致认可。就该款光学加工机床，下一个技术目标是突破直径2000mm，同时精度达到0.05微米的光学加工，为中国光刻机母机等高端光学产业做出贡献。

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tinrobert said:

Thank you. Enjoy my article. Robert Castellano

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horse said:

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19 Jul 2021

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