SMIC has increased its production capacity and layout
The demand for chips in recent years has undergone a big change, and chips have changed from original daily necessities to tools for some people to stock up on goods. Some dealers take advantage of the shortage of chips to stock up on a large number of chips, waiting for the chip price to rise before selling at a high price, thereby earning the price difference between the middlemen. In the context of chip shortage such as
, many countries and regions have begun to pay attention to the development of the chip manufacturing industry. For example, the United States has set a subsidy of US$52 billion to attract manufacturers to build factories, and EU has formulated a subsidy plan of 43 billion euros, significantly increasing chip production capacity.
and Japan. South Korea has spent a lot of effort from the industrial chain to talent training, just for one goal, that is, to improve the chip supply system and avoid chip shortage again.
Although the demand for some chips has been alleviated and the delivery cycle of suppliers has been shortened a lot, in the chip manufacturing industry, enterprises in various countries and regions have not stopped making arrangements, because looking to the future, artificial intelligence, big data, high-performance computing, smart cars, Internet of Things and other fields still need a large amount of chip production capacity support.
, and this part of the chips do not require high-end process technology , and most of them use 28nm and 55nm processes to meet chip production.
The key is that the capacity layout made by SMIC is concentrated in this market. SMIC is the most advanced chip manufacturer in mainland China and has mastered the mass production technology of 14nm chips. Currently, there are four wafer factories in hand under construction, with a total investment of more than 170 billion yuan.
Specifically, these four wafer fabs are deployed in Beijing, Shanghai, Tianjin and Shenzhen respectively. The planned production capacity is also different depending on the investment scale. So what kind of capacity will be formed?
If all four wafer factories are built and kept full, they can produce 340,000 wafers per month, which is about 4 million wafers a year. According to the calculation that a 12-inch wafer can cut 500 chips, 4 million wafers are equivalent to producing 2 billion chips.
Of course, there will definitely be differences in the actual data, just for reference. However, it is certain that the more wafers are produced, the more helpful it will be to expand chip production capacity. These fabs built by SMIC can enable continuous increase in production capacity in the future, and may usher in an "explosion". The significance of expanding production of mature chips
expansion of production is not blind. It is often because the market has sufficient demand, so investment is made. Otherwise, no matter how much production capacity is invested, if there is no support from the demand of the consumer market, the chips produced will not be of much value. The significance of SMIC's expansion of mature chips is largely due to its huge market demand. The coverage of
28nm chip is very wide, and as a watershed between mature and advanced processes, the chip requirements for many fields are set to be in the 28nm process.
is not only SMIC is expanding production by 28nm, but also TSMC is increasing its production capacity layout of 28nm. For example, TSMC's 28nm factory in Nanjing will maintain its expansion plan. Due to the decrease in demand for some chips, TSMC has temporarily suspended the 7nm process planning of the Kaohsiung factory, while the 28nm process will be carried out as planned.
This shows that TSMC attaches great importance to 28nm. 7nm, as TSMC's main source of revenue, has still postponed factory construction. It can be seen that TSMC's capacity allocation is changing.
In addition, the expansion of mature chips is also because of the controllable technology. As early as 10 years ago, TSMC broke through the 28nm process, and other chip manufacturers have also entered the 28nm track one after another, and even made greater breakthroughs.
So from a technical perspective, there will be no technical bottlenecks. As long as the factory can be built and equipment and materials can be imported, the production line can run. Moreover, the domestic industrial chain behind 28nm has made a lot of ice-breaking progress, from ion implanter to cleaning machines, to etching machines and other semiconductor equipment, all of which can be compared with the 28nm process.
In the process of gradually increasing the production capacity of mature chips, suppliers in related industrial chains will undoubtedly get more order opportunities. With more demand, order volume will also increase.
Once domestic manufacturers receive corresponding order support, increase revenue and bring greater support to long-term R&D investment, talent training, technical research and other projects. So this is also a meaning of expansion. After all, 28nm is different from high-end processes, so it will be easier to access.
However, there is still a long way to go to capacity construction. SMIC’s four wafer fabs are still in their infancy and need to keep pace with the future.
was written at the end
TSMC, Samsung , Intel plans chip factories such as 5nm and 3nm. In fact, there is no need to follow too blindly. It is the best choice to formulate development plans according to your own needs.
Once the factory is completed and SMIC has mastered more production capacity, it will provide greater support for increasing revenue and profits. Playing with strengths and avoiding weaknesses, and accumulating strengths and making progress, I believe that in the end, we will definitely bring breakthrough progress.
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