This article is original, please do not copy and move, violators will be investigated
ASML has always wanted to increase its layout in the Chinese market, because the EUV lithography machine can not be shipped freely, so ASML has made a great deal of sales of its other lithography machine equipment. It is clearly stated that except for the EUV lithography machine, the rest of the equipment can be shipped normally.
In fact, as ASML said, THE CHINESE ENTERPRISE GEKE MICRO officially confirmed that the lithography machine from ASML arrived as scheduled. What kind of domestic semiconductor project is this? ASML figured it out?
The Chinese enterprise officially confirmed that the ASML lithography machine arrived
ASML has established cooperation links with many domestic semiconductor companies, including SMIC, Shanghai Xinyang, Jingrui and other companies are ASML customers. ASML has said that it has shipped more than 1,000 lithography machines to the Chinese market, providing installation, maintenance and many other services.
Some people may question that these thousand lithography machines are not without the top EUV lithography machine equipment. SMIC once purchased an EUV lithography machine from ASML, but what was the result? I have not been able to ship it so far.
In fact, some things are not as determined by ASML, if all the technology of the EUV lithography machine comes from ASML, whether it can be shipped must be in accordance with ASML's own wishes.
ASML also understands the difficulty of EUV lithography machine shipments, so it has set its sights on other types of lithography machine equipment to increase the layout in the Chinese mainland market. The news from the Chinese enterprise Geke Micro has proved that asML is true and indeed improving the layout progress of the mainland market.
According to the announcement issued by Geke Micro on March 16, some equipment such as ASML lithography machine has entered the factory as scheduled, and it is expected that the project can reach mass production at the end of the year.
According to the announcement of GekeWei, it can also be learned that the company's 12-inch CIS integrated circuit featured process research and development project is progressing smoothly. Related CMOS image sensors have different supply performances, involving 2-8 million pixels, 16 million pixels and 32 million pixel products have different progress.
The focus is on the 12-inch CIS integrated circuit featured process research and development and industrialization project, and the main building was capped on August 16 last year.
Until now, Geke Micro announced the latest news to know that ASML lithography machine equipment entered the site as scheduled, indicating that most of the factory's facilities have begun to install and debug, and it is expected that mass production can be made before the end of this year.
Geke Micro is a domestic enterprise focusing on CMOS image sensors, and is also a well-known display driver chip design manufacturer in China. On August 18 last year, the day after Gerco Micro completed the capping of the main body construction of the project, Gerco Micro officially landed on the Science and Technology Innovation Board and was successfully listed on the Shanghai Stock Exchange.
Perhaps the degree of understanding of Geke micro is not high, if it is not the announcement of Geke Micro to disclose the arrival of ASML equipment to the outside world, it is estimated that geko micro has no status in the global CMOS image sensor.
Founded in 2003, according to the data, Geke Micro ranked first in the world in the global CMOS image sensor market in 2020, with a market share of 29.7%. Although the data for 2021 has not yet been released, it can be predicted that Gekewei will be able to deliver eye-catching results.
And with the arrival of ASML lithography equipment and the smooth progress of many projects, the next few years will certainly continue to achieve good results.
ASML figured it out?
Domestic image sensor chips have a large market space, but it has always been Sony, Samsung and other overseas suppliers occupy the main position. This can be seen from the large number of high numerical pixels used in domestic flagship mobile phones, and 100 million pixels are basically from foreign sensor products.
With the arrival of ASML lithography machines by Geke Micro, more projects are also underway, and it will certainly break the monopoly of the high-end image sensor market in the future.
Such a development, ASML is certainly welcome. The faster the domestic manufacturers progress, the higher the requirements for the equipment process, and the easier it is to purchase more expensive lithography machines from ASML. Except for the EUV lithography machine, the rest of the ASML can be satisfied. This time ASML supplied the lithography machine to GekeWei as scheduled, and finally figured it out?
Perhaps ASML also understands that the Chinese market cannot be ignored. In the case of the inability to freely ship EUV lithography machines, the remaining models of lithography machines will become the key to ASML's stability in the Chinese market. If ASML does not actively participate in the supply, it is not impossible for domestic low-end lithography machines to achieve substitution.
For example, Shanghai Microelectronics shipped the first 2.5D/3D advanced encapsulated lithography machine in China in early February. Although it is the back road, in the field of front road lithography machine, Shanghai Microelectronics will be ASML's biggest opponent in the Chinese market.
If ASML can freely ship EUV lithography machines to Chinese mainland customers, naturally do not have to worry too much. In the lithography machine equipment that ASML can freely ship, domestic production is also accelerating, and many equipment needs can also be met by Shanghai Microelectronics.
Gekewei did not disclose what kind of lithography machine equipment was imported from ASML, and it is not clear whether the wavelength of the light source is ArF or DUV. However, considering the current production needs of Gekewei, the possibility of biasing to the low-end equipment model will be greater.
summary
As long as domestic production intensifies and continues to improve the industrial chain, it is not without hope to achieve domestic supply. It is no wonder that ASML figured it out, if you do not grasp the opportunity to ship at the moment, once the domestic rise, ASML may become a substitute.
What do you think about that?
Technology is fun and takes you to know new things about technology