The Year of Science and Technology in China
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Semiconductor equipment is the key to manufacturing chips, in other words, if you master the core technology of semiconductor equipment, then participating in chip manufacturing will get twice the result with half the effort. ASML, the world's largest lithography machine manufacturer, publicly demonstrated the latest generation of NA EUV lithography machines, worth up to 2.7 billion yuan, which is an essential tool for manufacturing 2nm chips.
In the entire semiconductor equipment market, the progress of domestic manufacturers is also worthy of affirmation, and the domestic manufacturers represented by North Huachuang are accumulating steadily.
ASML is the world's leading manufacturer of lithography machines, and its advanced EUV technology is considered one of the most advanced semiconductor manufacturing technologies at present. ASML's lithography machines are used by most chip manufacturers worldwide. In the field of etching equipment, Applied Materials of the United States and Tokyo Perseverance of Japan are two representative companies.
Applied Materials is one of the world's largest manufacturers of semiconductor equipment, offering a wide range of process equipment, including etching machines. Tokyo Perseverance is a manufacturer specializing in etching equipment, and its products are widely used around the world.
This is just the tip of the iceberg of semiconductor equipment, and almost all of the world's top ten semiconductor equipment manufacturers are from the United States, Japan, and the Netherlands. The three countries have reached a tripartite agreement to impose export controls on major semiconductor equipment, making it difficult for some countries and regions to procure lithography machines with advanced processes.
This is not a good thing for the semiconductor industry, and when external forces interfere with the market order, the ecology of the industry will be damaged. The solution to the problem is either for the rule enforcers to stop in time, or to rely on their own strength to achieve a breakthrough, at present, the latter is more practical, and many domestic manufacturers have been put into action.
The United States, Japan and the Netherlands continue to deepen their influence in the field of semiconductor equipment and launch generations of advanced semiconductor equipment, but Chinese manufacturers have never stopped. According to the International Semiconductor Industry Association**, China's semiconductor equipment sales will exceed $30 billion in 2023, a record high.
In this part of sales, the proportion of equipment from Chinese manufacturers winning bids accounts for half. Among the nearly 900 pieces of equipment that won the bid in China last year, 47% were domestic equipment. The representative NAURA has made remarkable achievements.
It is reported that in the 2023 semiconductor equipment enterprise revenue ranking, NAURA ranks among the top ten in the world and ranks eighth in the world. This is the first time among the world's top ten semiconductor equipment Chinese companies, the world's top ten were the United States, Japan and the Netherlands to wrap up, this time Chinese manufacturers also occupy a place, it can be seen that China's semiconductor equipment progress is very great.
Foreign media: The chip situation has begun to reverse, and Chinese manufacturers are deepening their influence in semiconductor equipment. If you have mastered the core technology of semiconductor equipment, you will be more handy in the process of chip manufacturing.
Although major tracks such as lithography machines are still dominated by Western countries, Chinese manufacturers have formed a competitive pattern with overseas giants in core processes such as etching, deposition, cleaning, and ion implantation.
Even in the field of etching machines, Shanghai Zhongwei Semiconductor Co., Ltd. can also provide 5nm process, and related products have entered TSMC's production line. The more restrictions Western countries restrict, the stronger China's determination to develop its own products will be.
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