Wechat scan QR code < / P > < p > to share with friends and circle of friends_ blank" href=" https://news.163.com/news/search?keyword=EUV ">EUV lithography < / a >, < a target ="_ blank" href=" https://news.163.com/news/search?keyword=%E4%B8%AD%E8%8A%AF%E5%9B%BD%E9%99%85 "> SMIC < / a > can buy almost all other models of lithography, including DUV (deep ultraviolet) lithography. < / P > < p > < b > related reading: < / b > < p > < p > < b > 1.2 billion US dollars to buy lithography machine! SMIC and < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E9%98%BF%E6%96%AF%E9%BA%A6 "> asmai < / a > signed a large order < / b > < / P > < p > < strong style =" font weight: bold; display: inline; "> Economic Observer reporter Shen Yiran & nbsp; < / strong > on March 3, SMIC announced that according to the batch purchase agreement, SMIC has signed a purchase order with ASMC group for the purchase of ASMC products in the 12-month period from March 16, 2020 to March 2, 2021 at a price of up to US $1.2 billion. < / P > < p > signed by ASMC Shanghai, according to the announcement, the company is < a target = "_ blank" href=" https://news.163.com/news/search?keyword=ASML "> one of the subsidiaries of ASML < / a > holding N.V. According to the company, since January 2018, the company has a batch purchase agreement with ASMC, and now the term of the agreement is extended for one full year to December 31, 2021. In terms of procurement method, SMIC shall pay 30% down payment, and the rest shall be paid at the time of delivery. < p > < p > ASML, a Dutch company, is the world's largest manufacturer of lithography machine, which is the key equipment for chip manufacturing. The reporter has learned from ASML that the company has been doing business with China for many years and the Chinese mainland market accounts for over 10% of its total sales. SMIC has been a customer of ASML in China. < / P > < p > it is worth noting that the company has not announced the products and machine models included in this US $1.2 billion order. Different types of equipment have different effects on the promotion of SMIC's R & D and production capacity. Whether it can solve the problem of high-end chips or the expansion of low-end chips is unknown. < p > < p > at present, SMIC is laying out advanced and traditional process chips, which need the support of lithography machine. ASMC's EUV (extreme ultraviolet lithography) technology can promote SMIC's 7Nm / 5nm chips, while its DUV (deep ultraviolet lithography) technology supports the construction and expansion of SMIC's traditional production line. For example, the company's 8-inch chip production capacity, which is most favored by the market this year, comes from the traditional production line. < / P > < p > according to the published materials, currently EUV equipment is restricted by international agreements, forming export control, while DUV equipment widely used in chip manufacturers is not restricted by international agreements. < / P > < p > according to the announcement, the time point for the two countries to revise the purchase agreement is February 1, 2021, which is under the background of the change of the US government and the renewal of the US chip industry policy. < / P > < p > < b > related reading: < / b > < / P > < p > < b > is the mature process of chip manufacturing licensed by the United States? SMIC international response < / b > < / P > < p > surging news reporter Zhou Ling < / P > < p > on March 2, according to media reports, SMIC International's mature technology has obtained the supply license of some American equipment manufacturers, SMIC international replied in Shanghai e interactive that the company will do its best to continue to work with global industry chain partners to ensure that the company's production continuity and expansion planning will not be affected. < p > < p > SMIC stressed that although the uncertainty still exists, the company always adheres to the operation in accordance with the law and has the confidence to ensure that the company's production and operation will not be adversely affected in the short term. < / P > < p > previously, Morgan Stanley reported that the US equipment suppliers have recently resumed the supply of components and on-site services to SMIC, which has alleviated the external concerns about SMIC's consumable reserves and after-sales equipment to a certain extent. < / P > < p > the report further points out that SMIC's mature process business is expected to obtain the license of equipment supply. Qualcomm still insists on cooperating with SMIC to solve the problem of PMIC supply shortage. Some Taiwan chip manufacturers such as MediaTek and Ruiyu semiconductor are also seeking more production capacity from SMIC. It is expected that SMIC's revenue will increase by 10% - 15% in 2021. On March 2, SMIC research released a report saying that the US Department of Commerce, the Department of defense, the Department of energy and the State Department have approved the US leading equipment manufacturers to license SMIC international to supply equipment of 14nm and above (mature processes such as 14nm and 28nm). "Not only that, the key equipment for 14 nm wafer epitaxial growth that SMIC has applied for but failed to pass has also been approved. However, there is no progress in the export license of 10 nm and below technology nodes. " Xinmou research, the report said. < p > < p > on December 20, 2020, SMIC made an explanatory announcement on being included in the list of entities by the United States. According to the announcement, after the company is included in the list of entities, according to the relevant laws and regulations of the United States, suppliers must obtain the export license of the U.S. Department of Commerce to supply products or technologies applicable to the U.S. export administration regulations to the company. The U.S. Department of Commerce will adopt a "presumption of denial" approval policy for products or technologies used for 10 nm and below technology nodes (including extreme ultraviolet technology). At the same time, the company may be limited in providing OEM services for some special customers. < / P > < p > SMIC said that after preliminary evaluation, the above matters have no significant adverse impact on the company's short-term operation and financial situation, and have significant adverse impact on the R & D and capacity construction of advanced processes of 10 nm and below. The company will continue to cooperate with relevant departments of the U.S. government Communicate, take all feasible measures according to the situation, actively seek solutions, and strive to minimize the adverse effects. < / P > < p > < / P > < p > Zhao Haijun, the joint CEO of SMIC, pointed out in the financial report conference call earlier that since SMIC has maintained a stable cooperative relationship with us suppliers in the past 20 years, a large number of us suppliers are the first choice of SMIC, and according to the US export control regulations, the parts originated from the US have to apply Please give me a permit. Zhao Haijun stressed that the company and suppliers are actively applying for the license at the first time, and the suppliers have been making progress in the application of SMIC to update the license. 中芯国际对客户承诺，对于保存期很短的耗材，公司会做到3个月内不会中断；?
2023-03-22 10:04:29