Foreign media The chip situation has reversed!
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Semiconductor devices are the key to chip production, and it can be said that if you master the basic technology, you can easily participate in chip production. ASML, the world's largest manufacturer of lithography machines, unveiled a new generation of NA EUV lithography machines worth 2.7 billion yuan at the conference, which is indispensable equipment for the 2nm process.
In the semiconductor equipment market, the progress of domestic manufacturers is also gratifying, and domestic manufacturers such as North Hualong are preparing, while foreign countries report that the chip situation has reversed.
Overview of the semiconductor industry.
ASML in the Netherlands is the world's leading manufacturer of lithography machines, and its advanced EUV lithography process has been recognized as one of the most advanced technologies in semiconductor manufacturing. In terms of engraving equipment, Applied Materials of the United States and Tokyo Steel of Japan are two representatives.
Applied Materials is one of the world's largest manufacturers of semiconductor equipment, offering a wide range of processing equipment, including engraving machines. TOKYO TRAIL is a professional manufacturer of engraving equipment, and its products are widely used all over the world.
And that's just the tip of the iceberg: the world's top 10 semiconductor equipment manufacturers are either the United States, Japan, or the Netherlands. The tripartite agreement between the United States and China to control the export of major semiconductor equipment has made it difficult for some regions to obtain advanced process lithography machines.
This is not a good thing for the semiconductor industry, because external forces disrupt the market order and destroy the ecology of the entire industry. To solve this problem, the entrants will either go out of business or rely on their own strength to get out of the crisis situation, and the latter is the most feasible, and many domestic manufacturers have already begun to act.
Development of national semiconductor equipment.
The United States, Japan, and the Netherlands continue to infiltrate the semiconductor equipment industry, launching generations of advanced semiconductor equipment, but they don't know that Chinese manufacturers don't stop there. International Semiconductor Industry Association (ISIA)** China's semiconductor equipment sales will exceed 30 billion yuan by 2023, a record high.
Of these, half was obtained by Chinese manufacturers. Last year, nearly 900 devices in China were awarded, 47% of which were domestically produced. Among them, the performance of domestic products represented by NAURA is particularly prominent.
In the 2023 global semiconductor equipment company revenue ranking, North China Semiconductor ranks among the top ten semiconductor equipment companies in the world, ranking eighth in the world. This is the first time that a Chinese company has entered the top 10 in the world. Previously, the ranking was monopolized by the United States, Japan and the Netherlands, and now Chinese companies also have a place, indicating that China's semiconductor equipment has made great progress.
Foreign media: The chip situation is beginning to reverse, and the influence of Chinese companies in the field of semiconductor equipment is deepening. If we can master these basic technologies, it will be more conducive to chip production.
Although basic technologies such as lithography are still in the hands of Western countries, Chinese companies have the strength to compete with foreign giants when it comes to basic technologies such as etching, deposition, purification and ion implantation.
Even the engraving machine, Shanghai AMEC already has 5nm process capabilities and cooperates with TSMC to produce it. The more restrictive the West, the more China must unswervingly carry out independent research and development.
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