Samsung uses Qualcomm chips for the US, China, and Hispanic American markets.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Not only Samsung, but l.
No one in the US dares stopping Apple from doing business with China.
Is this true about SMEE?
Fears for Chinese Semiconductor Capital Equipment and Chemical Supply Chain Are Overblown | Cautionary Tale On Trusting Industry Analysts
Shanhai Micro Electronics Equipment is perhaps the most hyped firm out there due to their role as a lithography tool maker. They have 0 successful tools and even their claimed technology is 20 years back. They have a long way to go before they should be taken seriously.ACM Research (ACMR) is perhaps the most successful firm because they operate in wafer cleaning, a market with a lower barrier to entry.
Advanced Micro-Fabrication Equipment (AMEC) operates in etch mostly, and they haven’t had too much success either. Additionally, they have also been engrossed in some alleged accounting scandals.
Naura Technology Group claims to operate in Etch, Chemical Vapor Deposition (CVD), and Physical Vapor Deposition (CVD). Their success here is quite limited.
Kingstone Semiconductor operates in ion implantation. As far as semiconductors, they have had little to no success, but their products do sell to the massive Chinese solar market. We do not have the expertise to evaluate the solar business, but from our research, it seems legitimate.
Shangyang Piotech, Hwatsing Technology, and Sizone Technology operate in Physical Vapor Deposition (PVD) and Chemical Mechanical Planarization (CMP). SemiAnalysis has investigated and found that CMP is the only area where they have a usable product.
I think this article is much more objective than the one above which made assumptions without evidence. I think SMEE is playing it close to the chest and not making a lot of announcements. I do feel their goal is to break away from US tech and IP not the west entirely Eg. Even if china cant make phtoresist chemicals right now, they can buy form japan or Korea and would be less likely to be affected by US sanctions I feel. It gives China time to improve.
Never trust an article written by an Indian.
Dylan Patel is a 2017 bachelor's graduate in business from the University of Georgia.
He is "chief analyst" at Semianalysis.
Now you tell me how much we should trust a bachelor's from a low ranked university with just 3 years of experience who calls himself a "chief analyst" especially when so much of his story relies on hearsay. For a technical business report there's no discussion of earnings, yield rates, units sold, customer lists, etc. It is purely subjective judgment. While there's spelling and grammatical errors.
Even if this guy was a PhD EE graduate from Harvard with 30 years experience I wouldn't trust the report if it was written like this but a BA in business with 3 years experience? Give me a break.
Yes, but limited in those few regions, not most part of the world.
Yes, but Google is an American company, the US doesn't lose from that, thus irrelevant to my point of US losing revenue from banning Chinese companies.
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Several people are questioning the credibility of the author, but that type of criticism only leads to pointless back and forth mud-slinging. Some preliminary research can show that most of these claims are unsubstantiated.
The timeline is still 2021-2022 for the 28nm DUV lithography machine. A 28nm DUV puts SMEE 8-10 years behind not 20 years. A 7nm DUV would put them 5 years behind.
The IC front-end manufacturing is not SMEE's only business. Quote from the following article "Meanwhile, SMEE has made a great deal of progress in the back-end advanced packaging and LED/MEMS/power devices area. In the former segment, the company holds over 80% of the domestic and nearly 40% of the global market; its share in the global LED/MEMS/power devices lithography equipment industry is around 20%." (). SMEE is far from a company with "0 success".
The 5nm plasma etching tools were verified by TSMC in 2018.
AMEC's dielectric etching equipment market share increased from 12% in 2017 to 22% in 20Q1.
Besides Kingstone Semiconductor the author omits any mention of the China Electronics Technology Group Corporation (CETC) ion implanter. The 2020 article about it's development is here:
Followed by the 2021 article about its production:
Sizone Technology website is . It's CMP products are also listed there.
Shenyang Piotech website is . The website is in chinese only and lists its PECVD, ALD and SACVD products.
I don't know where the author got the impression that those companies claimed to produce PVD machines. The author also missed the fact that Shenyang Piotech produces CVD and ALD machines for some reason? For PVD products you can find them in the NAURA-Akrion website.
SMEE's website can be found . Just go to Products > Lithography to see what they are offering (they offer more than just lithography machines).
- 200 Series Stepper - Supports manufacturing for AM-OLED and TFT-LCD.
- 300 Series Stepper - Supports manufacturing of HB-LED, MEMS and power devices.
- 500 Series Stepper - Supports manufacturing for back-end advanced packaging of ICs.
- 600 Series Stepper - What most people are interested in (front-end manufacturing of ICs).
- SSB600/10 280nm resolution using i-line mercury lamp
- SSC600/10 110nm resolution using KrF excimer laser
- SSA600/20 90nm resolution using ArF excimer laser
The timeline is still 2021-2022 for the 28nm DUV lithography machine. A 28nm DUV puts SMEE 8-10 years behind not 20 years. A 7nm DUV would put them 5 years behind.
The IC front-end manufacturing is not SMEE's only business. Quote from the following article "Meanwhile, SMEE has made a great deal of progress in the back-end advanced packaging and LED/MEMS/power devices area. In the former segment, the company holds over 80% of the domestic and nearly 40% of the global market; its share in the global LED/MEMS/power devices lithography equipment industry is around 20%." (). SMEE is far from a company with "0 success".
No definition of success is given by the author. AMEC's plasma etching tools being used in TSMC's 5nm manufacturing line isn't considered a success?
The 5nm plasma etching tools were verified by TSMC in 2018.
AMEC's dielectric etching equipment market share increased from 12% in 2017 to 22% in 20Q1.
Kingstone's website can be found . Under products the company website lists the iPV-2000 and iPV-3000 ion implanters. If you look under their development history you can see that the iPV-2000 reached mass-production in December 2016. The iPV-3000 was released in July 2017. Note that the iPV-6000 was released in August 2019, but is not listed in the products. After 2019 they stopped updating the English version of the page. You actually have to switch to Chinese to get the 2020 updates. It mentions that their IC ion implanter went through verification and received initial orders in late 2020.
Besides Kingstone Semiconductor the author omits any mention of the China Electronics Technology Group Corporation (CETC) ion implanter. The 2020 article about it's development is here:
Followed by the 2021 article about its production:
Hwatsing Technology website is . It's CMP products are also listed there.
Sizone Technology website is . It's CMP products are also listed there.
Shenyang Piotech website is . The website is in chinese only and lists its PECVD, ALD and SACVD products.
I don't know where the author got the impression that those companies claimed to produce PVD machines. The author also missed the fact that Shenyang Piotech produces CVD and ALD machines for some reason? For PVD products you can find them in the NAURA-Akrion website.
Again no definition of success is given by the author, so we can't even properly debate anything. Just go to the NAURA Akrion website to see their products: .
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