AMIES在中国光刻推进中崛起！

Core Insights - The article highlights the growing semiconductor capabilities in China, particularly focusing on the advancements made by companies like SiCarrier and AMIES Technology in the lithography equipment sector [1][3]. Company Developments - AMIES Technology, a spinoff of Shanghai Micro Electronics Equipment (SMEE), is recognized as a leading state-owned lithography company in China, aiming to accelerate the commercialization of its equipment [4]. - SMEE has developed the 600 series lithography system, which has entered mass production at the 90nm node, and is currently working on a 28nm immersion model [4]. - AMIES showcased a diverse product portfolio at the exhibition, including compound semiconductor lithography machines, laser annealing systems, advanced inspection equipment, and solutions for packaging and wafer bonding [5]. Market Position - AMIES claims its advanced packaging lithography machines are designed for high-end chip packaging applications, featuring high resolution, large exposure fields, and support for high warpage substrates, catering to advanced packaging requirements [6]. - The company has achieved significant market recognition, with its advanced packaging lithography machines holding a 35% share in the global market and approximately 90% in the Chinese market [7]. Production Milestones - In August 2025, AMIES announced the shipment of its 500th stepper lithography machine, marking a significant milestone in its production capabilities [8]. Industry Competition - Various companies are competing to develop domestic DUV and EUV lithography systems as part of China's push for semiconductor self-sufficiency [9]. - Zetop Technologies, partly owned by SK Hynix and the Changchun Institute of Optics, is involved in this competitive landscape, with shareholders including leading EUV optical researchers [10]. - Yuliangsheng, also partially owned by SK Hynix, has provided a 28nm DUV lithography system to China's largest foundry, SMIC, for testing in 7nm production [11].