Use wechat to scan QR code < / P > < p > to share with friends and circle of friends < / P > < p > according to the reporter's investigation, many domestic semiconductor equipment companies are now full of orders, and the delivery time of products is generally extended. These companies have ushered in a real industrialization opportunity < p >? Domestic < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E5%8D%8A%E5%AF%BC%E4%BD%93%E8%AE%BE%E5%A4%87 "> a very important factor behind the" out of stock "of semiconductor equipment < / a > materials is that China < a target ="_ blank" href=" https://news.163.com/news/search?keyword=%E6%99%B6%E5%9C%86%E5%8E%82 "> Fab < / a > has the ability to evaluate semiconductor equipment and materials and organize relevant verification, which also accelerates the pace of adopting domestic equipment and materials But domestic semiconductor < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E8%AE%BE%E5%A4%87%E5%85%AC%E5%8F%B8 "> equipment companies < / a > also have trouble. Due to the shortage of components and EDA, MES software, limited capacity and other factors, some semiconductor companies are facing the situation of "cooking without rice"

Reporter Li xingcai editor Quan Zeyuan_ blank" href=" https://news.163.com/news/search?keyword=%E5%BE%AE%E7%94%B5%E5%AD%90 "> microelectronics < / a > lithography machine, but was told that there is no stock." A person in charge of a wafer factory under construction said with regret. On the contrary, a senior executive of a semiconductor testing equipment manufacturer was particularly excited when he talked about the business: "there are many new demands. Large manufacturers are not only willing to purchase equipment from local manufacturers, but also actively cooperate with R & D." This is a small epitome of the recent grassroots research on the semiconductor industry chain by Shanghai Securities Journal According to the reporter's investigation, many domestic semiconductor equipment companies are now full of orders, and the delivery time of products is generally extended. These companies have ushered in the real opportunity of industrialization. However, in the fields of raw materials, parts and components, EDA (Electronic Design Automation) and MES (manufacturing process execution management system) software, China Semiconductor still needs to continue to make up lessons

New requirements and new breakthroughs co ferment < / strong > < / P > < p > "at the request of a listed company, we developed a 12 inch multi-layer structure thickness measuring equipment, and achieved product delivery within half a year." When it comes to semiconductor equipment business, song Jinlong, general manager of Ningbo Qianshi Technology Co., Ltd., is very happy. He said that the development of domestic advanced packaging is very fast, and a lot of new equipment needs emerge, such as multilayer thickness measurement, glue thickness measurement, etc., which are also the gaps of domestic equipment < p > in the field of advanced manufacturing process, the "seed" of breakthrough is also in the second place. Dr. Zhu, who returned from overseas study, told reporters that aiming at the gap of domestic semiconductor equipment, he and his partners are working on the research and development of nano scale wafer pattern defect detection equipment. Also in the field of front detection, Shanghai Ruili's defect detection equipment has broken the monopoly of KLA, onto and other international manufacturers and entered a domestic head technology company < p > listed companies are also continuously tracking new demand. For example, the company has once again expanded its led business. Recently, the company said that it is actively laying out new mini LED display and power devices, and MOCVD equipment has gained a leading edge in GaN based minileds. In addition, the company is optimistic about the future of film equipment, and has set up a professional technical and operation team for product development to carry out pre research < p > what is more gratifying is that the "seeding" of Listed Companies in the field of front-end equipment has already borne fruit“ The company's former photoresist, gluing, developing and cleaning machines began to contribute revenue this year, and the number of acceptance and confirmation in the first quarter has exceeded that of last year. " Zong Runfu, chairman of Xinyuan micro, said in an interview that the company is now full of orders. Similarly, Wanye (600641) achieved a breakthrough in sales orders of ion implanters for integrated circuits at the end of last year < p > "the next two to three years will be a golden window for the development of China's semiconductor equipment." Zong Runfu told reporters < p > "there will be a lot of opportunities for domestic measuring equipment in packaging plants." Song Jinlong believes that the opportunity for domestic measurement equipment manufacturers on the one hand is due to the new demand for detection and measurement equipment due to the increased complexity of post packaging process; On the other hand, compared with the previous process, the requirements for optical system and algorithm of measurement equipment in packaging stage are relatively low, and domestic equipment manufacturers have more opportunities to participate < p > "in the mature process of 40nm and above, domestic semiconductor equipment has been relatively mature, and the field of 28nm process is relatively perfect; However, in the field of manufacturing below 28nm, whether it is semiconductor equipment or materials, Chinese enterprises still need to speed up to catch up with the international advanced technology. " Dong Shimin, director of Yuanchuan Research Institute, believes that the wafer factory has accelerated the verification of semiconductor materials and equipment, accelerated the positive cycle development of the industry, and opened a new chapter in the development of the industry < p > "it's only a matter of time before the Fab technology matures and is willing to assist upstream and downstream research and development." As for the development of the front-end process equipment, Zong Runfu believes that the wafer factory is an important force to promote the coordinated development of the upstream and downstream industrial chains and enhance the competitiveness of the whole industry

Domestic semiconductor equipment "sold out" < / strong > < / P > < p > "we were going to buy the 90nm lithography machine of Shanghai microelectronics. We were told that we had no stock, no spare parts, and could not take new orders." A relevant person of a wafer factory under construction told reporters that they have evaluated the products of many domestic equipment companies this year, but now the problem is that some equipment companies are unable to deliver the equipment on schedule < p > "at present, the semiconductor equipment industry is full of orders, and the sales situation is very good." Zong Runfu said with a smile that after the chips were out of stock, it was the turn of semiconductor devices to "sell out of stock" < p > "not only Shanghai microelectronics, but also many head equipment companies are full of orders when new production lines, wafer manufacturers and IDM (integrated design and manufacturing mode) companies are expanding their production." According to a person from a wafer factory, the wafer factory has also accelerated the verification and procurement of domestic equipment < p > the core source is typical. According to the company, due to full orders, the company's first quarter revenue reached 113 million yuan. Northern Huachuang (002371) recently said in an institutional survey that the company has carried out phase II expansion of Yizhuang base and capacity expansion of Pinggu base, but the capacity is still slightly tight < p > "this time ?
2023-03-22 10:04:35