What has the progress of domestic lithography machines?
In fact, before the domestic lithography machine officially entered commercial use, the existing imported lithography machine accessories can be controlled by domestic production, step by step.
In the field of accessories and consumables of lithography machines, there is a link called glue development.
Gluing developing equipment has always relied on imports, knowing that the core source micro has entered this field.
Since the implementation of the "02 Major Project" in 2008, it has successfully broken through a number of core key technologies including the coating, development, monolithic wet multi-process liquid co-cavity layering etching of ultra-thick photoresist film related to the bump encapsulation process, and the uniform coating of ultra-thin adhesive film in 193nm (ArF) photolithography process, fine development, precision temperature control heat treatment, etc., and developed domestic glue development equipment and achieved mass production, successfully breaking the monopoly of foreign manufacturers, greatly reducing the procurement cost of domestic customers and dependence on foreign equipment.
According to the company's annual report, the front-end gluing developing equipment produced by the company can be operated online with a variety of mainstream lithography machines, such as ASML, Cannon, Nikon, etc.
Star Jun studied the company's annual report and found that customers were more interesting than the annual report data.
1. In the field of front-end gluing and development, as a localization equipment, it has been gradually applied and realized the replacement of small batches.
2. In the field of physical cleaning of the front road, in 2021, it will obtain batch duplicate orders from many domestic Fab manufacturers such as SMIC, Shanghai Huali, Wuhan Xinxin, Xiamen Silan Jike, Yangjie Technology, Qingdao Xinen, Shanghai Jita and so on.
3. In the field of advanced packaging in the back road, batch applications were applied to TSMC, Changdian Technology, Huatian Technology, Tongfu Microelectric, Jingfang Technology, SMIC Shaoxing, SMIC Ningbo and other domestic first-line manufacturers, and during the reporting period, riyueguang, silicon technology, Shenghe Jingwei and other packaging customers were developed.
4, small size gluing development equipment and single-chip wet equipment, covering compounds, MEMS, LED and other fields, as the mainstream model has been applied to Sanan Optoelectronics, HC Semitek, Qianzhao Optoelectronics, Sai Microelectronics, Jiangxi MTC and other domestic first-line factories, has become the main force of the client's production equipment.
In 2021, the company achieved operating income of 828.6725 million yuan, an increase of 152% over the same period of the previous year, and a net profit of 77.3495 million yuan, an increase of 58.41% over the same period of the previous year.
As the most important track of the key node of the enterprise, master the independent controllable core technology of the core source micro, performance is not important, with the acceleration of the localization process, more and more chip companies will use the company's products, while the entire industrial chain under the support of the big fund, thrive.
All 636 employees of Core Source Micro, including 120 members of the R&D team, Star Jun found photos of some of their core engineers.
Post-90s mainly, young, sunny, positive.
Xingkong Jun believes that the chip industry is ostensibly a technical generation gap, but it is essentially a talent-intensive industry. China has a big enough market, enough good talent, enough capital, and the rest, just a little time.
As ASML Chief Officer Peter Wengerning has said publicly: If the United States continues the decision to cut off chip supply, it will force China to accelerate its technological independence, and in less than 15 years, China will have everything.
Looking at it now, it may not take 15 years.