It is said that the global semiconductor equipment giant may build a joint venture factory in Shanghai!

According to many domestic media reports , From a number of people familiar with the matter , It is possible for applied materials to build a joint venture factory in Shanghai Lingang District , It is still under discussion , It has not yet been finalized . The insider said ：“ The main purpose of applying materials is to prevent American export control policies from affecting their income in China .”

Prior to 5 month 9 Japan , Li Qiang, Secretary of Shanghai municipal Party committee, once worked with American applied materials company (Applied Materials) Gary, President and CEO · Dixon （Gary Dickerson） Hold video connection .

Li Qiang said , Applied materials is the world's leading supplier of semiconductor and display manufacturing equipment , You are welcome to increase your investment in Shanghai , Put more new projects 、 New technology 、 New products are put in Shanghai 、 Landing at the port .

We will create a better environment 、 Provide better service , Support Chinese and foreign enterprises to invest and start businesses in Shanghai , Promote the early start of major projects 、 Early construction 、 Early production , Achieve greater development in win-win cooperation .

Gary Dickerson Also said , Applied materials is the first foreign-funded chip manufacturing equipment company to enter China , Choose Shanghai to set up China headquarters and take root and develop , Fully feel the speed of China 、 Shanghai speed . We will seize the opportunity of developing digital economy in Shanghai , Deepen practical cooperation , Expand investment in Shanghai , Optimize business layout , Accelerate the implementation of major projects , Create a better future with advanced technology .

The data shows , Applied materials is the world's largest semiconductor production equipment manufacturer , Mainly covering film deposition （CVD、PVD etc. ）、 Ion implantation 、 Etching 、 Rapid heat treatment 、 Chemical mechanical leveling （CMP）、 Measurement and inspection equipment . Basically cover all links of integrated circuit production .

according to The Information Network The report ,2018 The annual share of Applied Materials in the deposition field is 38%. In addition, there are data showing , In the world PVD(Physical Vapor Deposition) Equipment market , Applied materials have nearly 55% Share , In the world CVD(ChemicalVaporDeposition) The market share of equipment has also reached nearly 30%; stay CMP market , The share of applied materials is as high as 70％.

In the field of etching equipment , Applied materials also have a large market share . At present, plasma etching technology mainly consists of ICP、TCP、CCP Three types of , The effect is very similar ,ICP Developed from applied materials ,TCP Developed by ram ,CCP It is common in the etching equipment of Tokyo Electronics . In effect ,TCP、ICP The adjustability of plasma density and energy is better than CCP, Of the three materials currently used ICP Technology is used more , Become the development direction of the new generation of etching machine .

The data shows , Chinese Mainland is the largest market for Applied Materials ,2018、2019 The fiscal year , The income of Applied Materials in Chinese Mainland is 50.5 Billion dollars 、42.8 Billion dollars , Percentage 30%.2020 In the first half of the year , Revenue of Applied Materials in China 24.1 Billion dollars , Year-on-year growth 23%.

obviously , If applied materials really build a joint venture factory in Shanghai , It will help to further improve the supply security of China's semiconductor industry chain .

however , Judging from the current Sino US Relations , If applied materials wants to put its advanced semiconductor equipment production line in China, it is difficult to obtain the approval of the U.S. government . If only some low-end equipment production lines , Then it doesn't mean much to China .

edit ： Smart core - Woods