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重塑话语权:新时达硬核技术为中国半导体制造打通自主可控关键链路
国芯网· 2025-10-17 04:39
Core Viewpoint - The semiconductor industry is crucial for national technology security and competitiveness, with a focus on achieving self-sufficiency in key equipment and components to overcome reliance on foreign imports [2]. Group 1: Industry Challenges and Policy Support - The Chinese semiconductor manufacturing sector has historically been dependent on imported equipment, with international firms holding over 90% of the market share, creating significant technological and market barriers [2]. - Recent government policies have aimed to boost domestic production capabilities, particularly in critical areas of the semiconductor supply chain [2]. Group 2: Technological Advancements - New Times has launched a self-developed series of semiconductor robots, establishing the first Class 1 cleanroom in the industry, which signifies a complete domestic production loop from design to mass production [2][7]. - The semiconductor robots have achieved ISO Class 2 cleanroom standards and have received certifications from TÜV SEMI and the Shanghai National Robot Testing and Evaluation Center, indicating that their core performance metrics meet international advanced levels [4]. Group 3: Cleanroom and Control Technology - New Times has built a Class 1 cleanroom production line in Shanghai, ensuring that all aspects of product assembly, equipment debugging, and factory testing meet wafer fabrication standards [7]. - The company has developed the SDC420/SDC620 series low-voltage direct-drive controllers, which integrate motion control and servo drive, achieving high precision positioning of ±0.05 mm, essential for wafer handling [7]. Group 4: Product Applications and Market Penetration - The semiconductor robots cover a wide range of applications, including wafer manufacturing, packaging, testing, and general logistics, with a product matrix consisting of eight series and dozens of models [11][12]. - Successful implementations of these robots in major semiconductor manufacturers like SMIC and Huazhong University of Science and Technology demonstrate their market viability and the accelerating maturity of the domestic semiconductor equipment ecosystem [17]. Group 5: Strategic Positioning and Future Outlook - New Times is positioned as a benchmark for domestic semiconductor robot technology, leveraging its advantages in cleanroom compatibility, vacuum adaptability, and integrated control technology to drive the localization of critical equipment [19]. - The advancements made by New Times not only represent milestones for the company but also contribute significantly to China's shift from a manufacturing powerhouse to a manufacturing stronghold, enhancing its position in the global semiconductor supply chain [20].