Chinese semiconductor industry

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tphuang

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havok:现在几个子系统里面光刻机镜头产能还很低,这是光刻机整机产能低的重要原因。等9月左右国望光学的新基地开始员工入住和启用了,产能才能慢慢上来,长春国科精密只生产0.82和0.75的镜头,浸没镜头主要都是国望光学生产

havok:At present, the production capacity of the lithography machine lens in several subsystems is still very low, which is an main reason for the low production capacity of the whole lithography machine. The production capacity will slowly increase when the new base of Guowang starts to move in and start employees around September. Changchun Guoke only produces 0.82 and 0.75 lenses. Immersion lenses are mainly produced by Guowang.
Interesting so, you can just have Guowang focus on producing immersive lens. That's good to know. Maybe they can scale to 20 in a couple of years. Not a lot, but enough to serve SMIC, YMTC and CXMT in the event of a full DUVi ban. Getting DUVi production going should be the biggest priority


Remember when Dell claimed that it will phase out Chinese components? Well, it looks like Chinese consumers are phasing out Dell. It's foolishness for the American companies to believe you can serve the Chinese market without committing to China
 

tonyget

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秦声楚舞:浸没式镜头的样机是在哪儿产的?
havok:长春国科精密

xianyaoz:科益虹源的基地进展怎么这么慢啊?到时候光源的产能跟得上吗?
havok:科益现在有租借的厂房,新的还没开工。租的厂房一年产能十几台

tonyget:南京茂来不是也有生产光刻机镜头吗?
havok:i线的镜头

秦声楚舞:Where was the prototype of the immersion lens produced?
havok: Changchun Guoke Precision

xianyaoz: Why is RSLaser's base progressing so slowly? Will the production capacity of the light source keep up by then?
havok: RSLaser now has a leased factory building, and the new one has not yet started. The rented factory can produce more than a dozen units a year

tonyget: Doesn’t Nanjing Mloptic also produce lithography machine lenses?
havok: i-line lens
 

tphuang

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18851616ffd145283fd6e2ff.png!800.jpg
From CINNOResearch on the top Chinese SMEs for 2022. I actually thought AMEC and Shengmei was about the same, but it looks like AMEC is quite a bit more. NAURA is clearly the top dog here

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中国大陆的龙头半导体设备商,主营半导体装备、真空装备、电子元器件等,其半导体业务覆盖了刻蚀、沉积、清洗等主要半导体制造设备,2022年半导体装备相关营收120.8亿元,同比增长52%,稳居中国大陆榜首位置。

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专注于半导体刻蚀设备和沉积设备,2022年半导体装备相关营收47.4亿元,同比增长52%。

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以半导体清洗设备和先进封装湿法设备为核心,近年开始进军沉积设备,2022年半导体装备相关营收27.6亿元,同比增长78%。

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主营半导体测试设备,包括测试机、分选机、探针台等,2022年半导体装备相关营收25.8亿元,同比增长70%。

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聚焦于半导体薄膜沉积设备,于2022年4月上市,2022年半导体装备相关营收16.9亿元,同比增长122%
 

ansy1968

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秦声楚舞:Where was the prototype of the immersion lens produced?
havok: Changchun Guoke Precision

xianyaoz: Why is RSLaser's base progressing so slowly? Will the production capacity of the light source keep up by then?
havok: RSLaser now has a leased factory building, and the new one has not yet started. The rented factory can produce more than a dozen units a year

tonyget: Doesn’t Nanjing Mloptic also produce lithography machine lenses?
havok: i-line lens

@henrik bro it jives with our prediction last year ;) We're foreshadowing even without knowing it...lol


ansy1968

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henrik said:
A couple of machines were already delivered and undergoing testing?
@henrik bro had finished verification last year with 3 or 4 machine, this year lets wait for official news, hints or we can speculate....lol there is a good chance 8 to 12 units will be produce this year.

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BoraTas

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View attachment 113242
View attachment 113243

A couple of comparisons on Various chips. The first one shows Ascend vs Cambrian GPU chips. As you can see, MLU-290 (思元290) is still behind Ascend-910 in most computational measures, but it only consumes half of the power, so that's it's advance. IIRC, MLU-590 is Cambrian's new product and is supposedly better, but they don't have it's numbers anywhere

In second one, this is comparing edge computing AI chips from Nvidia, Ascend and Cambrian. In this case, it seems to me that both Chinese chips do better in terms of computation power per Watt. Important in applications that require such.
High Watt/performance directly hits corporate wallets. Both extra racks and more power dense racks increase costs significantly. Currently, peak uses can reach 30 kW/rack and that is already beyond the point standard cooling methods become uneconomic.
 

tokenanalyst

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Nanya Branch: Mass production of second-generation 10nm products by the end of the year​


When the industry was in recession, Nanya continued to invest in research and development. Chairman Wu Jiazhao said that the diversified and innovative applications of smart electronic products will drive the growth of DRAM demand, and Nanya's investment direction has not changed.

In terms of advanced process progress, 10nm first-generation (1A) new products will be the focus of this year, and will be promoted to consumer models and personal computer application markets. At the same time, product verification and mass production preparations for the next-generation DDR5 will be carried out.

Wu Jiazhao pointed out that the pace of investment will be adjusted according to market conditions. At present, the first generation of 10nm new process products have completed the customer verification of the leading product 8Gb DDR4, and started a small amount of production in the fourth quarter of last year, and simultaneously reduced the production of 30nm products. .

As for the leading products using 10nm second-generation (1B) process technology, which are already in trial production, Wu Jiazhao estimates that they should enter mass production by the end of this year. Currently, five products are planned to be under development and will be introduced into trial production one after another. As for the functional test chip that also uses the 10nm third-generation (1C) process technology, it is in trial production, and the design of the pilot product is also in progress.

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tokenanalyst

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A bit of history.


KYKY HELIUM MASS SPECTROMETER LEAK DETECTOR HELPS THE HIGH-QUALITY DEVELOPMENT OF VACUUM METROLOGY.​


In 1971 , Zhongke Keyi successfully developed the ZHP-4G high-sensitivity helium mass spectrometer leak detector, which won the second prize of the Chinese Academy of Sciences Science and Technology Progress Award, which is a milestone in the history of the localization of leak detectors.

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relying on its rich experience in vacuum product development and manufacturing, it successfully developed China's first molecular pump type ZHP-30 helium mass spectrometer leak detector in 1993 , which won the National Science and Technology Achievement Award and the BCEIA Gold Award.

1685025269187.png

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PopularScience

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olalavn

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