Chinese companies detonated the lithography machine revolution, the United States and Japan were shocked, and Bill Gates was accurate
At present, the development restrictions of the former United States in the semiconductor field in the mainland market are intensifying, especially the United States, Japan and the Netherlands semiconductor equipment alliance wants to carry out a complete blockade.
However, the speed of development of Chinese companies in the field of semiconductor equipment was also unexpected by the US-Japan-Netherlands alliance, and it turned out that Bill Gates's warning was very correct!So, what's going on?
First of all, let's introduce the so-called"U.S.-Japan-Netherlands Alliance", that is, the United States, together with Japan and the Netherlands"Tripartite Semiconductor Equipment Alliance"。
The United States, together with Japan and the Netherlands"Tripartite Semiconductor Equipment Alliance"。They asked the Dutch company ASML, Japan's Nikon and Tokyo Electron to restrict the supply of **DUV lithography machines and some environmentally friendly semiconductor equipment to the Chinese market.
According to ASML, the US-Japan-Netherlands alliance agreement has been reached, but ASML will start implementing restrictions around May 2023 due to the time it will take to finalize the formalities of the agreement.
At the same time, the company also called on Chinese companies to speed up the ordering of the latest semiconductor equipment deal, DUV lithography machines, in order to bring as much semiconductor equipment as possible to Chinese companies.
It is worth mentioning that immediately after ASML's statement, Nikon and Japan's Tokyo Electron also announced that the restriction agreement will be finalized around the spring of 2023, when it will begin to stop supplying ** semiconductor equipment to the Chinese market.
It can be seen that the US-Japan-Netherlands alliance does not have much time left before the implementation of the agreement to restrict semiconductor access to the Chinese market, in addition to solving the urgent need for chip self-sufficiency rate, but also to strive for more self-developed semiconductor manufacturing equipment.
But what I didn't expect was that not long after the alliance of the United States, Japan and the Netherlands and the good news from Chinese companies, Chinese companies Kunshan and Xingda ordered 2 sets of 2 from Shanghai Microelectronics5D 3D packaging lithography machine, each equipment order** reached 18 million yuan, and the total amount reached 36 million yuan.
Today, Shanghai Microelectronics is the first 2The 5D 3D packaging lithography machine has been officially delivered and completed, and has been successfully transferred to the Kunshan factory together with Xingda, further expanding the technical capabilities of China's packaging process.
The crux of the matter is that semiconductor packaging process technology itself is the main advantage of Chinese enterprises, which belongs to the highest level in the world, among which Changdian Technology ranks third in the global packaging and testing rankings, and Tongfu Microelectronics and Huatian Technology rank fifth and sixth respectively.
The total global market share of the three has reached about 20%, among which JCET has 4nm process chip packaging and testing technology, which is quite strong.
However, what is more noteworthy is the supply strength of Shanghai Microelectronics in the field of packaging and testing lithography machines, which currently occupies more than 80% of the Chinese market and 40% of the export share in the international market, with excellent performance.
Of course, the packaging and testing lithography equipment also belongs to the back-end process, and Shanghai Microelectronics is also in the stage of vigorous research and development of the front-end process, and has realized the manufacturing capacity of the traditional 90nm process lithography machine.
At the same time, Shanghai Microelectronics is also promoting the rapid development of the traditional 28nm lithography process, according to the news previously announced by Shanghai Microelectronics, the 28nm lithography process will be commercialized within 2 years.
It is understood that the 28-nanometer process chip can meet more than 80% of the market demand, which is the most demanded process chip in the industry, and it also means that the traditional self-developed lithography machine of Shanghai Microelectronics will be able to further achieve the self-sufficiency rate of semiconductors.
It can be seen that the old restrictions imposed by the United States on China's semiconductor industry did not have much effect, but they made Chinese companies give up"I can buy it, but I can't make it"The concept has further promoted Chinese enterprises to take the road of self-control.
It is worth mentioning that Bill Gates has warned that the long-term restrictions of the United States will not only hinder Chinese companies from developing semiconductors, but also lead to American giants falling into"Counterattack"of the situation.
And the result of some time ago is the same as the result described by Bill Gates, so what do you think about the situation some time ago?Please leave a message in the comment section!