Chinese semiconductor thread II

european_guy

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ASML reports €28.3 billion total net sales and €7.6 billion net income in 2024​


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China is now ASML's first market (as number of units)!

IMHO is difficult to believe in 2025 ASML will give up all that business because of US pressure....we will see....


BTW huge drop in Taiwan shipments....IMHO heyday of Taiwan semiconductor is already behind us. Trump will suck them out, bring what he needs out of Taiwan to US, and leave the dry core to China....maybe this could very well be some kind of future deal between superpowers: in exchange of leaving Taiwan to China, US can ask China huge, very huge..and Trump knows it.
 
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tokenanalyst

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Zhuoshengwei: Plans to raise 3.5 billion yuan for RF chip manufacturing expansion projects, etc.​


Zhanshengwei issued an announcement stating that it plans to issue shares to specific objects, with the total amount of funds raised not exceeding 3.5 billion yuan. The funds raised after deducting issuance expenses are intended to be used for RF chip manufacturing expansion projects and to supplement working capital.

As the first RF manufacturer in China to adopt the Fab-Lite business model, Zhuoshengwei is determined to promote the strategic layout of the industrialization of Xinzhuo, enhance its independent control capabilities by building its own production lines, build intelligent manufacturing capabilities for key products and processes, and coordinate the design, development and manufacturing of RF front-end products, breaking the market monopoly of international leading companies and building core competitiveness.

Currently, Zhuoshengwei is moving from a product-based company to a platform-based company, and is committed to building an "intelligent quality manufacturing" resource platform that integrates design, R&D, processes, devices, materials, and integrated optimization technologies. Through the forward-looking strategic layout of the RF filter production line, it builds long-term comprehensive advantages covering multiple dimensions such as product technology, process, cost, performance, delivery, differentiation, and efficiency improvement, and strengthens the vertical development of integrated design and manufacturing of key products.
According to the latest public information, the product categories of Zhuoshengwei's 6-inch filter production line have been fully deployed, and products such as DiFEM, L-DiFEM, and GPS modules that integrate self-produced filters have been successfully introduced to multiple brand customers and continue to increase in volume. The 12-inch IPD platform has officially entered the large-scale mass production stage, and the proportion of self-produced IPD filters used in related module products such as L-PAMiF and LFEM has reached a relatively high level. At the same time, the company has made innovative investments in 3D stacked packaging, seeking higher breakthroughs in area, cost, and performance.

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Hyper

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ASML reports €28.3 billion total net sales and €7.6 billion net income in 2024​


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View attachment 144662


China is now ASML's first market (as number of units)!

IMHO is difficult to believe in 2025 ASML will give up all that business because of US pressure....we will see....


BTW huge drop in Taiwan shipments....IMHO heyday of Taiwan semiconductor is already behind us. Trump will suck them out, bring what he needs out of Taiwan to US, and leave the dry core to China....maybe this could very well be some kind of future deal between superpowers: in exchange of leaving Taiwan to China, US can ask China huge, very huge..and Trump knows it.
asml has now listed these on their website:

NXT:2150i -
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NXT:870B -
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As I have said earlier, EUV is difficult to work with. Goes without saying that even TSMC prefers DUV instead of EUV. Euv sales fell by 4%. The new machines and the machines after this will keep duv the workhorse of fabs. And with nanosheet transistors lithography CD limits are relaxed.
 

tokenanalyst

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As I have said earlier, EUV is difficult to work with. Goes without saying that even TSMC prefers DUV instead of EUV. Euv sales fell by 4%. The new machines and the machines after this will keep duv the workhorse of fabs. And with nanosheet transistors lithography CD limits are relaxed.
DUV machines are workhorses but by looking at the graphs looks like with China accounting 50% of ASML sales and DUVi 41%, is clear that outside China everybody is buying EUV, the problem is that EUV is so expensive that is eating fabs budget.
 

Hyper

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DUV machines are workhorses but by looking at the graphs looks like with China accounting 50% of ASML sales and DUVi 41%, is clear that outside China everybody is buying EUV, the problem is that EUV is so expensive that is eating fabs budget.
Not really. Samsung used EUV for dram and have now been excommunicated from Nvidia. Tsmc n3b failed. N3e succeeded which uses fewer EUV layers.
 

tokenanalyst

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Not really. Samsung used EUV for dram and have now been excommunicated from Nvidia. Tsmc n3b failed. N3e succeeded which uses fewer EUV layers.
I know that EUV is to blame for Intel and Samsung failures, also is the main reason why today people wanting decent GPUs need to sell their kidneys to afford them, I just saying that by looking at the graph most ASML immersion sales are going to China.
 

tokenanalyst

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Tongfei Co., Ltd. has achieved a breakthrough in temperature control technology in the coating and developing process of semiconductor manufacturing.​


Recently, Tongfei Co., Ltd. successfully developed and launched the first constant temperature and humidity industrial air conditioner tailored for the coating and developing process of semiconductor manufacturing . The equipment has been successfully put into use. As a comprehensive solution service provider that entered the industrial temperature control industry earlier in China, we deeply understand the stringent requirements of the semiconductor manufacturing process and aim to provide solid temperature control guarantees for the high-precision process of semiconductor manufacturing. The advent of this high-performance industrial air conditioner is inseparable from the unremitting efforts and repeated verification of the company's technical team.

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The coating and developing process in semiconductor manufacturing is extremely demanding on the environmental temperature and humidity conditions. Any slight fluctuation may affect the product yield. To this end, our constant temperature and humidity industrial air conditioners use cutting-edge control technology and high-precision sensors. Through the PID control strategy, we achieve a temperature control accuracy of ±0.1℃ and a humidity control accuracy of ±0.5%RH , ensuring that the coating and developing process is carried out in a good temperature and humidity environment, thereby greatly improving product quality and production consistency.

The product has a wide range of temperature and humidity control, covering the temperature range of 18-26°C and the humidity range of 40-55%RH . At the same time, the product integrates advanced functions such as variable frequency fans, liquid level sensors, and liquid leakage sensors. Through the intuitive human-machine interface, users can easily achieve operations such as air volume adjustment, temperature and humidity curve visualization, and liquid level monitoring. In addition, the product is also equipped with TCP/IP communication function , which makes equipment management more flexible and intelligent, helping users to achieve refined management of equipment and further improve production efficiency.

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