Factbox: Chinese chipmaking equipment manufacturers filling void left by U.S. export restrictions

SHANGHAI, March 6 (Reuters) – The United States is doing the job to extend its limits on the export of chipmaking equipment to China by securing cooperation with the Netherlands and Japan, forcing Chinese chipmakers to turn to domestic suppliers these types of as all those stated underneath.

SHANGHAI MICRO ELECTRONICS Products (SMEE)

SMEE is China’s only producer of lithography devices utilised in semiconductor manufacturing, building it the country’s only possible competitor to the Netherlands’ earth-leading lithography equipment maker ASML Keeping NV (ASML.AS). Nonetheless, it stays nicely driving ASML and Japanese friends.

It has made equipment able of making chips at the 90 nanometre node conventional, its web site confirmed. That engineering was perfected around 20 many years back and is enough for small-close chips handy for some ability-administration applications.

The company sells the the vast majority of its lithography devices to chip packaging plants who use them for the much less complicated endeavor of wiring chips into remaining products and solutions, business resources reported.

SMEE did not reply to a ask for for remark.

SMEE was proven in 2002 by He Rongming, a previous vice president at Shanghai Electrical Team Co Ltd (601727.SS). Its largest shareholder, proudly owning 32{64d42ef84185fe650eef13e078a399812999bbd8b8ee84343ab535e62a252847}, is the Property Supervision and Administration Commission of the Condition Council (SASAC), which oversees condition-owned enterprises.

NAURA Technological know-how Team CO LTD (002731.SZ)

Launched in 2001 and stated in 2010, Naura principally tends to make etching machines in competition with the United States’ Utilized Materials Inc (AMAT.O) and Lam Investigation Corp (LRCX.O) as properly as Japan’s Tokyo Electron Ltd (8035.T).

Naura’s most highly developed etching device supports 55 nm and 28 nm chipmaking technologies, properly at the rear of the foremost edge of chip production.

The agency also will make deposition machines, which apply chemicals and gases to silicon wafers all through the chipmaking course of action. It provides devices that can support the 14 nm to 28 nm procedure nodes of its deposition devices.

Beijing Sevenstar Electronics is its largest shareholder, followed by a condition-led fund that invests in the chip sector.

State-of-the-art MICRO-FABRICATION Machines INC CHINA (AMEC) (688012.SS)

AMEC will make etching tools employed to remove excessive substance from the area of silicon wafers.

Some of its machines have entered generation traces for chips as sophisticated as these making use of 5 nm technological know-how, its January-June 2022 earnings report confirmed, making it technologically closer than Chinese friends to competing with Lam Investigate and Utilized Products.

On the other hand, AMEC’s sector share is dwarfed by overseas rivals. In 2021, it produced 3.1 billion yuan ($444.9 million) in income, roughly 2.5{64d42ef84185fe650eef13e078a399812999bbd8b8ee84343ab535e62a252847} that of Used Resources.

AMEC was launched in 2003 by Gerald Yin, a naturalised U.S. citizen. It is roughly 15{64d42ef84185fe650eef13e078a399812999bbd8b8ee84343ab535e62a252847} owned by China’s “Major Fund” for chips and 15{64d42ef84185fe650eef13e078a399812999bbd8b8ee84343ab535e62a252847} owned by a technology enterprise cash organization affiliated with the Shanghai govt.

BEIJING E-City SEMICONDUCTOR Technology CO LTD (Finest)

Ideal provides degumming machines applied to clear away photoresist chemicals through the lithography procedure. This segment accounted for about 47{64d42ef84185fe650eef13e078a399812999bbd8b8ee84343ab535e62a252847} of its 2020 profits, an investment decision prospectus showed.

The company also produces etching equipment, nevertheless they account for only a one-digit percentage of revenue.

Greatest was launched in 2015. Its major shareholder is Beijing E-City Capital, a undertaking money fund underneath the Beijing municipal government that has invested in a range of chip firms.

ACM Exploration INC (ACMR.O)

ACM layouts gear to clear wafers in competitiveness with Lam Investigation, Tokyo Electron, Japan’s Monitor Holdings Co Ltd (7735.T) and South Korea’s Mujin Electronics Co Ltd (MUJIN.UL).

Most of its income comes from a little selection of customers in mainland China, specifically Huahong, SMIC and YMTC, a stock trade filing showed. It has also marketed products to South Korea’s SK Hynix Inc (000660.KS).

ACM was established in 1998 in California by U.S. citizen David Wang and went general public on the NASDAQ in 2017. Its Shanghai-dependent subsidiary (688082.SS) went general public on the STAR current market in 2021.

ACM Exploration owns 80{64d42ef84185fe650eef13e078a399812999bbd8b8ee84343ab535e62a252847} of the Shanghai subsidiary, even though China’s Massive Fund and a variety of other authorities-relevant funds hold one-digit shares the Chinese entity. The two businesses have diverse boards of directors.

Whilst ACM’s headquarters are the United States, just about 90{64d42ef84185fe650eef13e078a399812999bbd8b8ee84343ab535e62a252847} of its employees are primarily based in mainland China and Taiwan, and most of its study and advancement and profits get put in people spots, the enterprise said in its 2021 annual report.

($1 = 6.9684 Chinese yuan renminbi)

Reporting by Josh Horwitz Editing by Christopher Cushing

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