Boston Dynamics: Not a person wearing a suit (unlike Tesla)

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Boston Dynamics: Not a person wearing a suit (unlike Tesla)
Elon Musk: Is that like a ring or something?

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Elon Has Elon, Boston Dynamics Show Off Technology At All Sides With Boston Dynamics
But the problem is price, mass production, and use
We need to check how precise the hand work is. That way, we can use it in the factory in the future.

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We are taking a hybrid approach that combines traditional model-based control method + reinforcement learning, and it would be fun to compare end-to-end TeslaBot with development speed.

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The change from hydraulic to electric motor is just one of the big flows of electrification
In the future, electric motors are overwhelming in price and mass production as well as control precision.
In the future, almost all power units will be changed to electric motors. A Korean semiconductor small manager with TSMC as a customer
#MikoCeramics #Study

(Komiko subsidiary)

- The background of the ceramic material business, Comico is coating and cleaning semiconductor parts, so I see products every day
- Most of the products are foreign, very expensive parts.
- Let's localize ordinary ceramic parts in the early days. We started by acquiring a company that sinter and processes ceramics in the parts business unit during the Komiko period

- July 2019 export restrictions on Japan's semiconductor key component materials
- At that time, in addition to ceramic parts business in Mikko, fuel cell business, lower electrode business, and other material businesses were mixed
- Material division in February 2020 for intensive growth
- Samsung Electronics Participated as Shareholder at the Time of Split

- Ceramic heaters and ceramic electrostatic chuck (ESC) for semiconductor deposition equipment are manufactured and sold
- Global players mostly in Japan, accounting for more than 90%
- Current equipment OEMs that make equipment are the main customers
- Samsung Electronics Conducts Some Businesses With SK Hynix Chipmakers

- In the case of ceramic heaters, it has been 15 to 20 years since they were mass-produced from their initial development
- The main sales are ceramic heaters. About 70% of sales
- For domestic customers, Wonik IPS, TES
- ASM International as an overseas customer
- The chip maker's test is essential for equipment companies to replace ceramic heater vendors

- High value-added products compared to ESC and ceramic heaters
- Focus on HARCs during Oxide Etch, processes that need to be drilled deep and that need to be processed for a long time
- Mostly talking to TEL and Ram Research
- Currently, TEL, RAM research and sales are not in progress, but are currently responding to domestic OEM customers
- Developing next-generation products with domestic OEM customers and domestic chipmakers, and succeeding in some cases, customers are conducting DRAM and NAND tests
(Semeth, Samsung Electronics)

- For ceramic heaters, Japanese players have one company
- doing more than 90% of the global market
- In the case of ESC, Japanese players have about five companies, 80% to 90% of the world

- In the case of the Korean market, ESC, it was mainly done to repair OEM products
- One or two companies are new and partially supplied to domestic customers
- Mikoceramics and ESC themselves do not have much sales, but what existing Korean ESC players are doing is mainly low-end
- Poly, Metal Etch ESC, not Oxide Etch
- Verbs focus on Oxide Etch

- Competitive in production and development deliveries
- I'm going to test the next result by upgrading CIP (Delivery commitment), but in the case of a Japanese company, it is possible to deliver the product six months later and six months after the design is completed
- Let's have it delivered within a month

- 23 years, since the main business is for OEMs, the sales of equipment companies are low
- Let's do it for 22 years as an internal goal
(23-year target sales are achieved, operating profit is outperform)

- There is a lot of customer demand on the ESC side
- In the case of the heater in the 650-degree process, the average selling price is high and the manufacturing difficulty is high
- Focus on where you finish the demo and connect it to mass production
- Plans to go public for 25-26 years
- Factory 1~3 Full Capa Drug Sales KRW 150 Billion
- Announcement of the expansion of the 4th plant, 60 billion won investment, completion in March 25, 50 new jobs
t.me/triple_stock

* * HPSP
- Exclusive delivery of low-temperature, high-pressure hydrogen annealing equipment
- 70% of non-memory sales and 30% of TSMC sales
- It is expected to be completed in the first half of the year as it is undergoing a quality test of high-pressure wet oxide film equipment (HPO) at TSMC. The equipment will be used to form an oxide film under low-temperature and high-pressure environment and will be applied to ultra-fine processes with more than 3 nanometers

* Dongjin Semichem
- Promotion of PR supply for EUV
- Confirmation of supply of sulfuric acid for wafer cleaning to TSMC after establishment of local plant in Texas, U.S

* Wonik QnC
- Targeted to expand to 30% by 2028 with 15% share of quartzware in TSMC
- TSMC's sales exceed 5% and non-memory sales 20% (TSMC, Samsung Electronics, Intel)
- The proportion of legacy process sales under 40 nanometers is 60%, and the proportion of sales of front-end process will increase in the future due to the quality test of 3 nanos products at a new plant in Korea

* Waldex
- Silicon ingots and quartz are being supplied by WCQ, a U.S. corporation acquired in 2009

* Lee Know Industrial Co., Ltd
- Test socket linopin supply
- Non-memory 98% of total sales

* A-Z-LAND
- TSMC VCA is one of eight companies and the only VCA in Korea
- VCA Role of Safion, Mango Booster, Mobileint, and Dipper Eye among AI semiconductors in Korea
- TSMC begins mass production of 7 nanos in 2024, begins development of 5 nanos

* Open edge technology
- TSMC IP Alliance targets entry within this year, with additional revenue visibility
- TSMC 7 nano process LPDDR5X IP supply
- Development of PHYIP for TSMC 5-nanometer process begins

* Iotechnics
- Initial supply of laser grooving equipment begins in second half of 2023
- Set-up is underway after receiving 4 debonder equipment at the end of 2023

* PSK Holdings: Discom, reflow equipment being supplied to CoWoS process

* GST: Final stage of supply of electric chiller equipment mass production line

* Intec Plus: CoWoS Inspection Equipment Quality Test in Progress to Push Supply in 2024

* Protec: After the termination of global OSAT and LAB (Laser Assisted Bonder) NDA in the first half of 2023, a demonstration of equipment to TSMC is underway

* Nextin: Rescue (EUV-oriented wafer electrostatic removal equipment) demo in progress

* SNSTEC: Blank masks for EUV, pellicle supply push