1, first look at the design, Huawei Haisi and Ziguang Zhanrui split the top two domestic. At present, the two companies in a number of areas is already the world's leading level, but a huge problem is that the core of their architectural authorization are mastered by outsiders.
Currently, only the Chinese Academy of Sciences' Longxin and the General Staff's Shenwei have their own architectures, with the former being used for Beidou navigation and the latter for the Shenwei supercomputer, while the civilian sector is basically blank.
2, equipment and materials is another major short board. Manufacturing chip of the three major equipment lithography, etching machine and thin film deposition, domestic only in the micro-semiconductor dielectric etching machine can keep pace with the industry, its 7-nanometer equipment has been shortlisted TSMC.
Semiconductor industry outlookIn the global chip shortage, China to speed up the layout of the chip industry, China's semiconductor manufacturers are also snapping up used chip manufacturing equipment. And in this context, the Japanese secondary market semiconductor prices soared, is expected to be a big winner.
According to Nikkei's March 1 report, a number of businessmen engaged in the secondary market revealed that, in the past year, Japan's second-hand semiconductor equipment prices rose an average of 20%; and lithography equipment, such as the price of the core equipment is more than 3 times. Japanese financial institution Sumitomo Mitsui said, compared with the 2008 Lehman crisis, the semiconductor equipment market rose to more than 10 times.
Mitsubishi UFJ is responsible for leasing people pointed out that by the United States, China is a large number of purchases of last-generation semiconductor equipment, and in the country's second-hand equipment sold, nearly 90% of the flow to the Chinese market.
It can be said that the rapid development of the semiconductor industry in the semiconductor new equipment to bring the market at the same time, but also for the second-hand semiconductor equipment to provide ? stage? Because the second-hand products have more price advantage, the pursuit of lower production costs of Chinese enterprises in the field is increasingly active.
In addition to the purchase from Japanese suppliers, before China also successfully purchased from South Korea to the semiconductor important equipment? Photolithography. According to the Observer, the used ASML immersion lithography machine (XT 1900Gi), which Jingrui spent $11.025 million (about RMB 71.26 million) to buy from South Korean agent SK Hynix, has successfully arrived.
Jingrui reportedly expects to complete the installation and debugging of the equipment in the first half of this year for the research and development of high-end photoresists with the highest resolution of 28nm; and plans to complete the technical parameters and product finalization of ArF photoresist products within three years to realize large-scale production.
Overall, the second-hand market is becoming a good recipe for Chinese enterprises to find a turnaround from overseas suppliers, helped by this, China's chip industry R & D progress is also expected to step on a new level.