This video discusses the latest developments in China’s semiconductor supply chain, specifically focusing on lithography systems. The host, Wu Yaxiao, shares his findings about the progress of Chinese semiconductor equipment manufacturing, highlighting a key company he had previously overlooked: Yu Liang Sheng Technology Co., Ltd.
Key points from the video include:
- Yu Liang Sheng Technology Co., Ltd.: The host reveals that he had previously overlooked this company, which is a subsidiary of Xin Kai Lai, another significant player in the semiconductor ecosystem. He explains that Yu Liang Sheng is a research and development company for semiconductor manufacturing equipment, with a specific focus on lithography systems.
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The “Lost Piece of the Puzzle”: The host explains that Yu Liang Sheng solves a previous puzzle he had about a domestically developed DUV prototype. He had been confused why a prototype, if developed by Shenzhen-based Xin Kai Lai, would be sent all the way to Shanghai for testing. He now believes that the prototype was developed and manufactured by Shanghai-based Yu Liang Sheng.
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Progress in DUV Lithography: According to the host’s sources, Yu Liang Sheng developed a DUV prototype late last year or early this year, and it has been undergoing testing and refinement in Shanghai for the past six months. While the initial throughput is low, with only a few wafers per hour, this is considered a normal learning curve for such technology.
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Multiple Teams and Strategy: The video mentions that multiple teams in China are simultaneously working on developing both DUV and EUV lithography systems. The host notes that it is a “necessary” and “very reasonable” deduction that a breakthrough would first occur in DUV development, as it is less complex than EUV.
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Attributing the Success: The host suggests that if Yu Liang Sheng successfully launches a commercialized lithography machine, it could be seen as “one small step for a single company, but one giant leap for China’s DUV.”