Journey 6 chips from Horizon Robotics are getting launched across 100 models this year. Huge entrance into the market.
Chinese semiconductor thread II
- Thread starter vincent
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Journey 6 chips from Horizon Robotics are getting launched across 100 models this year. Huge entrance into the market.
30B in this rule is for the whole final package including HBM.
Chinese equipment makers normally use 28nm as a way to avoid attention, so probably they could go as low a 14nm or less. Overlay is not a function exclusive of the scanner, metrology plays a big role. The alignment is exclusive of the scanner but overlay looks like is a process in optical lithography, long story short is interesting that SMEE listed the Diffraction Based Overlay tool for 7nm, why not 28nm? That for me is that they are saying an discrete way that their scanners can produce chips in that process node, 7nm.
IC/Semi sector became China's 2nd largest export item in 2024 w/ $159.5B. It remains top import item at $385.6B
Huge growth in semi production and SME revenues across the board
Huge growth in semi production and SME revenues across the board
A mistake in the article. YMTC was ahead of everyone else before the sanctions by the Hegemon.
The only fab using fully indigenous tools that we know of is the Yandong Microelectronics (YDME) production line in Beijing.
And it isn't even in production yet. That Chinese government report on progress which went out recently also mentioned a 65nm dry lithography tool being available. Yet it said nothing about 28nm or immersion litho tools.
And it isn't even in production yet. That Chinese government report on progress which went out recently also mentioned a 65nm dry lithography tool being available. Yet it said nothing about 28nm or immersion litho tools.
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keep in mind that this is not the first phase. The first phase was for 65-90nm process
so this one has been in production for over a year now.
They seem to be moving to 28-55nm node now. This is a great sign since they will likely be using SMEE DUVi once that line is up and running.
Thank you for putting my Press Release on the Forum
Good report. So according to latest annual report AMEC would be the number ten i guess? or there is a reason why is not in the list?
AMEC:
Full-year revenue is expected to maintain a high growth rate, and R&D efforts will be significantly increased. The company expects to achieve revenue of 9.065 billion yuan in 2024 (1.24 billion USD), a year-on-year increase of approximately 44.73%; of which etching equipment will achieve revenue of approximately 7.276 billion yuan, a year-on-year increase of approximately 54.71%; MOCVD will achieve revenue of 379 million yuan, a year-on-year decrease of approximately 18.11%; LPCVD thin film equipment will achieve its first sales in 2024, with annual revenue of approximately 156 million yuan.