Of the 62 units sold by the Dutch ASML company, most were DUV lithography machines, and a small number were EUV lithography machines. We in China have become the largest customer of ASML's DUV lithography machines this year.
It is reported that ASML sold 62 lithography machines in the first quarter of this year, and China bought more than half of the lithography machines and became ASDazu Laser (002008) : The company revealed that on the interactive platform on June 17, 2020, it is developing a lithography machine project with a resolution of 3-5μm, the main target market is discrete devices and LED fields, and is expected to achieve small batch sales in the year.
Shengli Precision (002426) : Suzhou Shengli Precision Manufacturing Technology Co., LTD., founded in 2003, was listed on the Shenzhen Stock Exchange in 2010. The company is a private science and technology enterprise group based in Suzhou. Jiejie Micro Electricity (300623) : Jiangsu Jiejie Micro electricity was founded in 1995Subsidiary Co., LTD., referred to as "Jiejie Micro Electricity", was listed on the Shenzhen Stock Exchange on March 14, 2017.
Jingrui electric Materials, as the pioneer of domestic photoresist mass production, its total market value of 9.9 billion has witnessed its leading position in the industry. Shanghai Xinyang, as a "specialized and new" small giant enterprise, has many national laboratories and honors, and is an important supplier of key materials for integrated circuits.
Dazu Laser (002008) : On June 17, 2020, the company said in the interactive platform: The company is researching the lithography machine project resolution of 3-5 μm, mainly focusing on the separatorParts, LED and other fields of application, this year is expected to achieve small batch sales.
Leading companies in nanolithography include ASML Holding NV (ASML), Canon Inc. (Canon) and Nikon Corporation (Nikon). ASML Holding NV (ASML) is the world's largest manufacturer of semiconductor lithography machines with advanced nanolithography technology. In the context of the rapid development of the semiconductor industry, ASML's nanolithography machines have become key equipment for chip manufacturers.
Chip manufacturing enterprises can develop more advanced chip processes. In addition to the photolithography machine, semiconductor materials such as photoresist play an important role in the photolithography of chips. The ArF photoresist products independently developed by Nanda Optoelectronics Company have passed the certification, breaking the monopoly situation of Japanese enterprises and successfully obtaining the first domestic photoresist order.
However, the monopoly of Japanese enterprises on photoresist has accidentally activated domestic high-end photoresist, and Chinese enterprises have won the first high-end product order. Set micronet June 30Shanghai Xinyang, a leading domestic photoresist enterprise, announced that the KrF thick film photoresist products independently developed by the company have passed customer certification and obtained the first order.
From the beginning of this year, the R & D team built a production park in Binzhou, which will be mainly used for the R & D and production of photoresist, the core material of chips, after the project is put into operation. Zibo Xinhenghui Electronics breaks the monopoly and realizes the completely independent and controllable mass production of "high-precision etched metal lead frame".
In recent years, the development of Jiangsu Province is relatively bright, in addition to Nanjing and Suzhou, Changzhou is also a city with a large number of talents. One of the manufacturing companiesOnce broke the monopoly of Japanese companies, successfully won the order of Apple, and then by virtue of technical advantages, let the company account as high as 17.1 billion yuan a year, how did it do it? Among the suppliers announced by Apple in 2019, there are 41 manufacturers in China and Hong Kong alone.
Samsung's revenue was $7 billion, down 35% from the previous quarter, and the recession was the most dramatic among the three original factories; SK Hynix's revenue was about $5.4 billion, down 22 percent sequentially%; Micron revenue of about $4.1 billion, due to different financial reporting ranges, its average selling price decline is less than the two Korean factories, so the revenue decline is the smallest of the three original factories.
Haiguang Information was founded in 2014, the main products are high-end universal processor (CPU) and coprocessor (DCU). The company is a typical Fabless enterprise, mainly responsible for the development of chip specifications and schemes, chip design and verification, delivery of chip design layout, etc., and chip wafer processing, packaging and testing are completed by outsourcing. In recent years, the company's performance has grown rapidly.
From the disclosure of Haiguang information from January to September 2022 performance is expected to point of view, the company's operating income is expected to be about 37 billion yuan to 4.80 billion yuan, an increase of 170% to 200%; Net profit attributable to the owner of the parent company is expected to be between RMB1 billion and RMB10 billion, an increase of 392% to 465% year-on-year; Net profit attributable to the owner of the parent company, excluding non-recurring gains and losses, is expected to be between RMB6 billion and RMB4 billion, an increase of 591% to 690% year-on-year. Samsung's preliminary earnings report for the third quarter of 2022 showed that its revenue was 76 trillion won (about $53.8 billion), as wellAn increase of 73%; Operating profit was 8 trillion won ($7.7 billion), down 37 percent from a year earlier. This data reflects that Samsung's operating conditions in the third quarter of 2022 are not ideal, with a sharp decline in profits. Samsung's profit decline is mainly due to the memory chip industry is in a sharp decline.
Chip design company in the first half of the year. Jingchen shares disclosed that the company achieved operating income of 30.7 billion yuan in the first half of the year, an increase of 522%; The net profit attributable to shareholders of listed companies was 8.5 billion yuan, an increase of 1317%. If the share payment fee is excluded (960.79 million yuan)The company's net profit attributable to shareholders of listed companies in the first half of the year was 7.2 billion yuan.