Rewrite the Technological Landscape

The morning is an expression of an official attitude, the afternoon is a meeting of more subdivided fields, and the break at noon is a buyer conference for Gale Semiconductor, photoresist, mask plate, electronic special gas, wet chemistry Manufacturers of semiconductor core materials such as products, targets, polishing pads and polishing fluids all came to Meng Qian.

Of course, there are also silicon wafer companies such as Zhonghuan, Zhongchen Silicon Crystal, Guosheng Electronics, and Monocrystalline Silicon Group. Now, they and Gale Semiconductor do not seem to be competitors.

"Mr. Meng should be clear that our mainland semiconductor silicon wafer companies are relatively backward in technology, and have long focused on producing polished wafers and epitaxial wafers with a thickness of 200mm or less. We started from scratch, and on the other hand, under the background that Shin-Etsu Chemical, Shenggao, Universal Crystal and Germany Shichuang monopolized more than 90% of the market share, we have almost no market to speak of, and it is difficult for us to have access to it. VIP.

However, we now all know that Gale Semiconductor is ready to start moving to the 14nm process after taking out the 3D transistor. The film will usher in another optimization,

And high-end products have always been one step at a time. We were behind in the previous step, and we have been unable to change, but we believe that we have a chance to go ahead in the next step, so although we know that Gale Semiconductor’s silicon Movies are the core product, and we still want to chat with Mr. Meng about cooperation. "

"You should all be aware of the Dafeng Group's cooperation standards. Everything speaks with technology."

"Our 8-inch factory has already started."

Silicon wafers in mainland China have always been below 8 inches. It was not until the Shanghai Silicon Industry Group came out in 2015 that there was a change. Now that everyone can build an 8-inch production line in 2011, it shows that compared with the past, no matter whether it is The strength and the goal are different.

The reason for the difference is naturally a group of mid- and downstream semiconductor companies drawn up by the Shanghai Integrated Circuit Industrial Park, as well as various policy support. However, if you want to be the most high-end, only Dafeng Semiconductor can be seen in the mainland.

Meng Qian didn't want to carry it, and directly gave the "invitation letter", but whether they can pass the company's certification in the end depends on their own ability, and what Meng Qian can give is an opportunity.

Among other material suppliers, photoresist has the deepest relationship with Dafeng Group, and it is also one of the very few domestic material classifications that have begun to change from quantitative to qualitative change, because Dafeng Group has been urging the development of domestic photoresist from the beginning. Today, the photoresists of Jingrui, Nanda Optoelectronics and Yanjing Kehua have successfully obtained the certification of Gale Semiconductor, and have become the supplier of Gale Semiconductor, and have developed rapidly through Gale Semiconductor.

Up to now, the four major domestic photoresist companies have won a 5% share in the global photoresist market by relying on Dafeng Group and several other domestic companies. Although it seems to be only 5%, the former Huaxia Lithography The global share of photoresist in 2011 was only about 0.5%, among which Jingrui Co., Ltd. became the 10th largest photoresist company in the world with a market share of 2.1%.

The liquid crystal panel is one of the fastest-growing areas of the Dafeng Group's internal industrial chain, especially Samsung's previous desire to monopolize the materials for the LCD panel has stimulated this appeal. The cooperation of domestic mask plate enterprises, at the same time, domestic wet electronic chemicals are developing rapidly with the help of large wind and electricity.

Therefore, Meng Qian first focused on contacting domestic electronic specialty gas companies today, because Dafeng Semiconductor and Dafeng Wind Power basically use imported products in this field.

Electronic special gases account for about 5% of the cost of the entire semiconductor process application. However, due to their wide variety and wide coverage in the semiconductor process process, they have always been hailed as the core product for measuring semiconductor technology.

The person I chatted with Meng Qian for the longest time today was Shiping Township of Walt Gases. Walt Gases was the only gas company in China that passed ASML certification.

"Domestic special gases actually started to rise gradually with the development of the domestic electronics industry in the 1980s. Compared with other semiconductor materials, the development of special gases was relatively early, and in 2006 the entire industry was approved by the state. Attaching great importance to it, the goal set at that time was to break the technological monopoly.

In the past 18 years of our company's development, through continuous research and development, we have successfully broken the foreign standards for nearly 20 special gases such as high-purity hexafluoroethane, high-purity trifluoromethane, high-purity octafluoropropane, and high-purity carbon dioxide. The monopoly of technology has allowed Huaxia to have the self-development and production capabilities of these special gases. "

"I would like to ask, as far as I know, your company seems to have never come to us before. I don't know why?"

"Because we didn't solve the mass production problem before." Shi Pingxiang explained.

When he said that, Meng Qian understood that the successful development can break the technological monopoly, but his own market development still needs a stable mass production capacity, "So since Mr. Shi can come to me today, he must have solved the problem of mass production. Question?"

"That's right, several of our factories were put into use last year, and this year we want to try to become a supplier of Dafeng Semiconductor and Dafeng Wind Power."

Seeing the confidence of Shi Pingxiang, Meng Qian also gave an "invitation letter", and then met with domestic special gas companies such as Jacques Technology, Nanda Optoelectronics, Juhua, and Kaimet Gas.

After getting in touch with special gas companies, Meng Qian started to get in touch with CMP polishing pad and CMP polishing fluid companies.

Chemical mechanical polishing technology is a means to obtain global planarization in integrated circuit manufacturing. This process is to obtain a surface that is both flat and free from scratches and impurities.

Different from the traditional pure mechanical or pure chemical polishing methods, the CMP process uses surface chemical action and mechanical grinding technology to remove different materials on the surface of the wafer at the micron level or even at the nano level, so as to achieve nano-level flatness on the wafer surface. The oxidation effect enables the next step of the photolithography process to proceed.

In this field, Meng Qian first met Zhu Shunquan, president of Dinglong Holdings, and Wang Shumin of Anji Technology. Dinglong Holdings is one of the representatives of domestic polishing pads in the future, and Anji Technology broke the monopoly of overseas polishing fluid technology. However, because Wang Shumin is of American nationality, there are always people who make some articles about it. There is really no need to be overly sensitive about some things. There are a large number of Chinese Americans of American nationality contributing to the development of China's science and technology.

I don't know if it was because of the time, the two chose to meet with Meng Qian at the same time, and Zhu Shunquan even said straight to the point, "Mr. Meng, after ten years of investment, we have finally built the only international advanced integrated circuit chip CMP polishing pad in China. Research base, and the reason why we are obsessed with this matter is because we realize that the evolution of semiconductor integrated circuits will derive more new technologies and new substrate materials, which will put forward more new demands on the polishing process.

Just like the 14nm chip that Gale Semiconductor is challenging, according to our research, the key CMP process required by the logic chip process below 14nm will reach more than 20 steps, and the number of polishing solutions will increase from five or six for 90nm to more than twenty.

And this is the opportunity for us to move from backwardness to leadership.

We heard that Dafeng Group is working hard on the 14nm process, and we want to become a supplier of Dafeng Group and seek new breakthroughs in the process of process upgrading. "

Zhu Shunquan's straightforwardness made Meng Qian a little confused, and he couldn't help turning his head to look at Wang Shumin, "What is Anji Technology's idea?"

Wang Shumin said with certainty, "We have broken through the technology monopoly, and the next step is naturally to break the market monopoly and rebuild the market structure of this industry."

If we were to say what impressed Meng Qian the most this noon, it must be the confidence in everyone. As for where this confidence came from, perhaps it really had something to do with the four or five years that Meng Qian had pushed ahead of time.

High cutting-edge technology, four or five years ahead, is enough to affect the next ten or twenty years.

Meng Qian gave the "invitation letter" again with a smile, and said the sentence he said to everyone, "I really look forward to it. Within five years, all the core materials of Dafeng Semiconductor and Dafeng Wind Power will be domestically produced."

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