Showing posts with label AMEC. Show all posts
Showing posts with label AMEC. Show all posts

Saturday, November 28, 2020

Applied Materials will regain its No. 1 ranking in the semiconductor equipment market in 2020 from ASML

According to recent published data by The Information Network (Seeking Alpha LINK), Applied Materials will regain its top ranking in the semiconductor equipment market in 2020 from ASML. Fab equipment spend in 2020 was enhanced from pull-ins of sales into China and Taiwan, with 3Q QoQ increases of 22.5% and 36.2%, respectively.

As is well known ASML and Applied Materials does not compete in their  business segments, Lithography (ASML) resp. Deposition & Etch (Applied Materials). Applied Materials has a number 1 spot in PVD, CVD, Epi, CMP and Implant/Doping. However, business segments where Applied Materials so far has not been successful to reach a top 3 position in the past years include:
  • Atomic Layer Deposition
  • MOCVD
  • Furnace 
  • Dielectric Etch  
  • Spray Processing
  • Dielectric Etch (including ALE)
  • Wet Stations
As is known, Applied Materials have several times made very serious attempts to enter the ALD segment, but failed several times to compete with ASMI, Tokyo Electron and the South Korean OEMs (Jusung Engineering, Wonik IPS and Eugene Technology. In 2019 Applied Materials announced that it will acquire Japanese Kokusai (LINK) but the final agreement is yet not settled. If successful Applied will have an opportunity to kill 2 birds with one stone:

1. Move in to top 3 spot in ALD
2. Take number 2 spot in Furnace business


Table based on information and own assumptions in the article (Seeking Alpha LINK)

Friday, December 21, 2018

Chinese AMEC 5nm plasma etching tools verified by TSMC

DigiTimes report (LINK) that the Chinese OEM Advanced Micro-Fabrication Equipment (AMEC) announced recently its in-house developed 5nm plasma etching tools have been verified by Taiwan Semiconductor Manufacturing Company (TSMC). AMEC is already among TSMC's equipment suppliers for the foundry's 28nm, 10nm and 7nm processes.

Earlier in 2018 AMEC Introduced the Primo Nanova® System, which is the Company's first ICP etch Product for Chipmakers' most advanced memory and logic (LINK). Besides ICP AMEC has products based on CCP etch and platforms for TSV Etch (LINK).
 AMEC Introduced the Primo Nanova® System (AMEC)

Advanced Micro-Fabrication Equipment Inc. (AMEC)
AMEC is China's leading provider of advanced process technology to global manufacturers of semiconductors and solid-state lighting (SSL) products. Headquartered in Shanghai, the company is an entrenched supplier of dielectric and TSV Etch tools, helping chipmakers build devices at process nodes as low as 7nm. To date, nearly 800 AMEC process units have been positioned at 40 leading-edge semiconductor fabs across Asia. The company is also well established in Europe with AMEC MEMS tools running in production at major IDMs. In addition, with its MOCVD system, the company helps SSL manufacturers build today's most advanced LED products. To learn more about AMEC, please visit www.amec-inc.com.