The translation doesn't say thing about next year, nor does it offer anything that we don't already know or is obvious
Chinese semiconductor thread II
- Thread starter vincent
- Start date
The translation doesn't say thing about next year, nor does it offer anything that we don't already know or is obvious
@OptimusLion there is a reason I deleted your original post. please realize that when your post has been deleted, it does not need to be posted again. We need to not just post random stuff online. I do not see any reason why those takes should be taken seriously.
Shanghai Micro Electronics Equipment (Group) Co., Ltd. recently obtained a patent called "Vertical Measurement Device, Vertical Measurement Method and Photolithography Machine", with the authorization announcement number CN117192917B, the authorization announcement date is December 31, 2024, and the application date is September 25, 2023.
Beijing North Huachuang Microelectronics Equipment Co., Ltd.'s "Upper Electrode Device and Semiconductor Process Equipment" patent was published, the application publication date is December 31, 2024, and the application publication number is CN119230366A.
China’s Semiconductor Equipment Industry Booming, Self-Sufficiency to Reach 50% by 2025?
The report indicates that as of 2024, China’s semiconductor equipment self-sufficiency rate has risen to 13.6%.
Recently, some reports have indicated that by 2025, China’s overall self-sufficiency rate in semiconductor equipment is expected to reach 50%
is right?
Huazhuo Precision Technology, a core supplier of SMEE, has recently obtained a patent called "Lithography Machine Workpiece Stage Monitoring System"
This is very interesting and insightful info. Back in 2022 I saw some reports saying Deposition Tools reached 35-40% self sufficiency at that time.
But in past 2 years of looking at data I realized Deposition Tools self sufficiency is more like what's mentioned in here (15-20%). I think by this year there will be a dramatic rise in Deposition Tools self sufficiency.
I'm no longer worried about the etching tools. Quite confident that they will be on par to leading companies in Etching by this year.
Ion Implant companies are interesting part of the table. I want to say this segment will reach 50-60% by this year but not sure. The interesting part is, I knew KingStone and CTEC were making Ion Implant. But I never heard Naura and AMEC getting involved too (@tokenanalyst if you can verify this please).
It also says Naura is involved in Lithography (probably due to the paper Naura released on Lithography) so should take it with a grain of salt.
Overall 2025 and 2026 will be the year Chinese SME will break the Olygopoly of AMAT, LAM, TEL & KLA. What an amazing accomplishment!