New Kai Lai has only been established for four years, yet it has become a "dark horse" in the domestic semiconductor equipment industry! It is 100% controlled by the Shenzhen State-owned Assets Supervision and Administration Commission. In March this year, it made its debut and released 31 pieces of equipment, covering the entire chip manufacturing process, including etching, thin film deposition, and measurement detection, directly challenging the monopoly of American Applied Materials and Dutch ASML. Even more impressive is that it has already secured over 10 billion yuan in orders, with clients including major companies such as SMIC and Yangtze Memory.
The localization of China's semiconductor equipment is accelerating. In fields that once relied on imports, such as mature process equipment above 28nm, the localization rate has exceeded 80%; even the most difficult lithography machines, the domestic 28nm immersion technology is approaching mass production. The U.S. export restrictions have instead stimulated independent innovation. Last year, China's chip exports broke through 1 trillion for the first time, growing by more than 20%! The rise of enterprises like New Kai Lai is helping China build a semiconductor industry chain that does not rely on the West.
Original: www.toutiao.com/article/1845974690449419/
Statement: This article represents the personal views of the author.