Japanese semiconductor companies announce something unexpected!
Industry insiders said that China is also continuing to promote the process of domestic substitution, and Shanghai Microelectronics has also made a breakthrough in the 28 nm lithography process, and is expected to be mass-produced in 2024.
According to the report, starting from November next year, Japan's semiconductor exports to China have been declining for 13 months, and it was not until last month that it rose for the first time.
Interestingly, most of these requirements are for semiconductor wafer production equipment, which has attracted a lot of attention. In fact, Japan is also involved in a three-way deal to limit the supply of semiconductor equipment. Japan's export controls on semiconductor products are also seen as more stringent than those of the Netherlands – in fact, the Netherlands had already issued a supply permit to ASML for almost a quarter, and ASML withdrew two submerged deep ultraviolet lithography machines in early January.
Some industry experts say that Japan's approach is one thing and another. On the surface, Japan has strict control over the supply of its semiconductor equipment, but in fact, Japan has opened the door to supply licenses to Chinese companies. In addition, the common components of the "China-specific version" lithography equipment used by Nikon and Canon in Japan have also been licensed.
The Japanese side seems to have cut the supply of Japanese semiconductor equipment, but in fact, Japanese semiconductor equipment manufacturers also understand that if they want mass production, they must return to the Chinese market. Intel, TSMC, and other chip foundries have begun to purchase deep ultraviolet lithography machines, while Japan's high-end EUV lithography machines have also been reduced due to insufficient production capacity.
Therefore, the demand for immersion deep ultraviolet lithography machines is very high, and Chinese manufacturers are the best manufacturers to develop wafers with 7 nm to 28 nm process chips. However, with the rapid development of the semiconductor industry, if Japanese manufacturers cannot make a breakthrough in the process and produce more advanced lithography machines and related equipment, they will gradually shrink.
Needless to say, in order to achieve a complete breakthrough in core technology, China will have to abandon its illusions in American and Western companies. Japanese semiconductor equipment manufacturers, although they attach great importance to the Chinese market, have reserved a channel for them to apply for shipping licenses. However, no one knows when the transport license will be withdrawn.
If we want to avoid"Necklaces"Basic skills are essential. But fortunately, China has made great progress in lithography and other semiconductor components, and has mastered some of the core technologies of extreme ultraviolet lithography, and it is only a matter of time before a breakthrough is made.
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