How much is YMTC’s capacity based on domestic tooling?
Chinese semiconductor thread II
- Thread starter vincent
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They have a previous 3D-NAND etcher
Looking a my previous post, Naura launched a series of new tools, "secretly". One of those says is a Deep Silicon Etcher for 3D-NAND Above Generation 5, I don't know how the generation translate to the number of layers. I think is over the hundreds.
Looking a my previous post, Naura launched a series of new tools, "secretly". One of those says is a Deep Silicon Etcher for 3D-NAND Above Generation 5, I don't know how the generation translate to the number of layers. I think is over the hundreds.
Tuojing Technology plans to jointly invest in Chipone Precision with related parties.
Tuojing Technology plans to jointly invest with its related party, Fengquan Venture Capital (in which senior executives including Chairman Lu Guangquan and Director Liu Jing are limited partners), in Ningbo Xinfeng Precision Technology Co., Ltd. (Xinfeng Precision). This constitutes a related-party transaction.Tuojing Technology will acquire up to RMB 270 million for 16.42% of Xinfeng Precision’s registered capital (equivalent to RMB 9.9838 million in registered capital). Fengquan Venture Capital will invest RMB 30 million for 1.82% of the company's capital (RMB 1.1093 million in registered capital).
Xinfeng Precision’s specializes in thinning, dicing, and cutting equipment and consumables for 3D IC and advanced packaging processes. Has independent R&D and manufacturing capabilities for core software and components. Both companies operate in semiconductor equipment Tuojing focuses on advanced bonding and metrology equipment for 3D integration, while Xinfeng provides key processing tools.
The investment strengthens Tuojing Technology's industrial ecosystem and synergies with Xinfeng Precision, especially in the 3D integration process where thinning, dicing, and bonding are closely interdependent.
Horizon Robotics unveils 4th gen BPU architecture for Journey 7 series of chips. Expecting this to allow 10x higher compute & 5x better power efficiency.
凌光红外/Luxet Infrared has developed OBIRCH machine called LaserSight-100 (+ full LaserSight series). Its suitable for detecting defection caused by metal interconnects, metal/semi short circuits. It's a power semi failure analysis tech using scanned laser beam. Multiple units have already bee delivered & matches imported equipment. Hamamatsu Photonics seems like the biggest player here.
Shengmei Shanghai: Several equipment models adapted to HBM process have been launched.
On December 8, ACM Shanghai announced the launch of several equipment models specifically adapted for the High Bandwidth Memory (HBM) process. Key products include:
- Ultra ECP 3D: A core electroplating device for TSV copper filling, capable of processing 3D NAND with over 500 layers at a yield of 99.8%, supporting sub-5nm processes and with an annual capacity of 30 units. It has already entered Samsung’s supply chain and is designed for high-aspect-ratio TSV structures.
- Wet Cleaning & Copper Plating Equipment: Multiple independently developed cleaning systems, including:
- SAPS megasonic technology for deep TSV cleaning, reducing leakage current by 2–3 orders of magnitude; used in SK Hynix and Micron production lines.
- World’s first TEBO megasonic system, verified by leading chipmakers and already sold to four customers.
- Ultra C Tahoe, offering fine cleaning with up to 75% sulfuric acid savings.
- Supercritical CO₂ cleaning/drying, enabling non-destructive, non-adhesive processing for ultra-fine HBM structures.
- Packaging & Testing Equipment: Full range of wet, coating, developing, and copper plating tools compatible with both HBM and 2.5D packaging. The company’s FOPLP electroplating equipment supports large substrates (610×457mm), meeting high-density AI chip needs and is at international leading levels.
To strengthen its position, ACM Shanghai plans to:
- Invest 250 million yuan in advanced wet processing for HBM wafer bonding.
- Allocate 820 million yuan to PECVD equipment and develop ALD technology targeting single-atom-level dielectric precision by 2026.
- Launch cleaning equipment for HBM4 by 2026.
- Establish a dedicated HBM R&D lab in South Korea.