After the latest Sino-US trade war, mainland China has shown a "national core refining" trend to fight for the semiconductor industry, and the semiconductor industry has changed dramatically for a while. Among them, many leading companies have suddenly emerged in the chip trend. At the same time, many veteran companies that have been dormant for many years have taken advantage of the trend and plan to be listed on the A-share market in mainland China. They will be the core force burning the "China Core" fire and lead our country's semiconductors to new heights.
1. The most mature semiconductor cluster in mainland China: Shanghai
Era of rise: about 2000 Main
development fields: wafer foundry, IC design
Representative companies: SMIC, Huahong Grace, Huali Microelectronics, Unisoc , Huada Semiconductor
Shanghai is the most mature semiconductor cluster with the highest output value in mainland China, including my country's top chip companies such as SMIC, Huali Microelectronics, and Unisoc. In 2000, Grace Semiconductor, invested and established by Wang Wenyang, the second generation of Formosa Plastics, and Spreadtrum, MediaTek's mainland Chinese rival, both have their headquarters here.
In 2016, Shanghai's semiconductor output value exceeded RMB 100 billion, accounting for approximately 23% of the total semiconductor output value in mainland China. It is the largest semiconductor base in mainland China.
2. The most promising large-scale core refining base: Hefei
Era of rise: After 2015 Main
development fields: memory, IC design
Representative companies: Hefei Ruili, Jinghe Integration, Taiwan MediaTek, and Shixin Electronics are all here The subsidiary
Zhaolian is the hidden champion of semiconductor wastewater treatment. In recent years, Zhaolian and TSMC have joined hands to build factories in mainland China, which has greatly enhanced their reputation. Their customers cover mainland China and Taiwan. Among them, well-known Taiwanese companies such as Fanxuan, Yaxiang, and Hantang are also their customers, and their overall turnover has greatly increased.
Hefei, as a member of the "National Core Refining", allows us to see that when a large amount of money and talents gather in mainland China, the rise of my country's semiconductors is inevitable.
3. The most potential third-generation semiconductor gathering place: Xiamen, Fujian
Era of rise: Main
development field after 2016: SiC devices and modules IDM production
Representative companies: Xinguang Runze, Huatian Hengxin, Hantian Tiancheng
The third generation of semiconductor high-power power electronic devices represented by SiC is currently one of the fastest growing power semiconductor devices in the field of power electronics. SiC materials have many excellent physical properties, such as large bandgap, high device limit operating temperature, high critical breakdown electric field strength, and high thermal conductivity. As a third-generation semiconductor,
Sic has a short development time and great R&D potential. The gap between my country and international standards in this field is small, and it is the field where my country is most likely to achieve semiconductor overtaking.
core light and moistening plan has a total investment of 2 billion. We have been deeply engaged in the design, R&D and manufacturing of third-generation semiconductor silicon carbide power modules for many years. It is the first domestic enterprise to mass-produce all-silicon carbide IPM. It has reached the domestic leading level in silicon carbide power module packaging.
Hantian Tiancheng is the first company in China to provide industrialized 3, 4 and 6-inch SiC epitaxial wafers. The company has introduced the world's most advanced silicon carbide epitaxial wafer growth furnace manufactured by Germany's Aixtron Company and various imported high-end testing equipment, forming a complete silicon carbide epitaxial wafer production line.
4. TSMC’s 12-inch wafer factory settled in: Nanjing
Era of rise: After 2015 Main
development field: wafer foundry
Representative companies: After TSMC settled, it attracted 200 semiconductor companies, including Ziguang Group, Xinquan Technology, ASML, Creative Electronics
Nanjing is undoubtedly the most high-profile new semiconductor cluster in mainland China. Two or three years ago, the Pukou Special Economic Zone, where TSMC's Nanjing plant is located, was still a piece of loess. Nowadays, not only are tall buildings built, but the round building of TSMC's new plant is like a shining sun, attracting about 200 upstream and downstream companies. Manufacturers are stationed here, ranging from IC designers, equipment vendors to chemical raw materials, etc.
TSMC’s Nanjing plant is like a seed to mainland China’s semiconductor industry. At present, the 16-nanometer process produced by the Nanjing factory is ahead of the other dozens of wafer fabs in mainland China. The Chinese government hopes that talent and technology will spill over from TSMC to accelerate the upgrading of mainland Chinese companies.After
established its factory at TSMC, many global suppliers also moved to Nanjing. ASML, a semiconductor lithography equipment manufacturer from the Netherlands, is one example. Now the factory has started mass production. From factory construction to mass production, it only took 20 months, which was at least 50% faster than other companies.
5. Memory center against the United States, Japan and South Korea: Wuhan
Rising era: Main force after 2016
Development field: Memory
Representative enterprise: Yangtze River Memory (United Nations Unisplendour and Wuhan New Core)
Wuhan is mainland China’s fight against the United States and Japan , Korea’s National Memory Team──the base of Yangtze River Storage. This emerging memory base in mainland China currently has about 3,000 employees, 10% of whom come from all over the world, not only Taiwan, but also imported talents from Japan, South Korea, Singapore and the United States.
As a national team, the structure of working here is also different. For example, in recent years, Yangtze River Storage has made a five-year plan of US$88 billion. At the same time, with the backing of capital and the catalysis of vision as fuel, many young people in mainland China have deep feelings about "Chinese cores" and have accelerated the absorption of talent.
Mainland China is the world's largest chip consumer market, and the amount of imported chips every year exceeds that of crude oil. However, in the past decade or so, mainland Chinese companies have been light on capital and focused on quick money. Therefore, the semiconductor industry's characteristics such as large initial investment and long research and development time have made the semiconductor industry a hot potato, and the overall level has not improved significantly. In recent years, driven by the market and government support, my country's semiconductor industry has gradually flourished. Now that the Sino-US trade war has begun, the gap in talent and technology has been more clearly highlighted. This will be an excellent opportunity for my country's semiconductors to develop vigorously.
(This article is reproduced from the public account xinzhixun)
