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: Don’t install it anymore? SMIC and TSMC successively announced that the US media: the 28nm chip market will "change"
As we all know, in the field of technology, the most important thing is semiconductor chip . Now all the technology products we use require chips to support them. Without semiconductor chips, our mobile phones will even It can't even be turned on; so the development of chip is also very important, especially after the United States revised its chip rules many times, which made us understand the importance of building a domestic chip industry chain ; in the domestic market, many domestic technology companies have also begun to accelerate the development and layout of the semiconductor chip field in the past two years!
After Huawei was stuck in development, China formulated a five-year plan for the development of domestic chips. It will achieve a self-sufficiency rate of 70% of domestic chips by 2025. In order to achieve this goal, domestic technology Companies are also making efforts; but we must know that if we want to produce chips, we must have advanced lithography machines . And under the restrictions of the United States, we cannot purchase advanced EUV lithography machines produced by ASML companies, so it is not so easy to develop the semiconductor chip industry in China!
Just when everyone thought that the development of semiconductor chips by domestic technology companies would be "stuck", Hu Weiwu, the chief designer of domestic Loongson , pointed out: The development of the domestic semiconductor industry should We should first establish a foothold in the mature process chip market above 28nm, because 28nm chips can already meet more than 90% of the market demand; as the entire market continues to change, facts have also proven that Hu Weiwu is right;
After entering 2022, the global demand for consumer electronics products such as smartphones continues to decrease. This has also led to a reduction in market demand for high-end chips above 7nm, which has led to the advanced technology ht of advanced chip manufacturers such as TSMC. There is a surplus of ml1 production capacity and ; while the market demand for mature process chips above 28nm has been increasing. Under this situation, , SMIC, and TSMC are no longer installed, and have successively announced new actions in the 28nm mature process chip market!
In the 28nm mature process chip market, my country's SMIC has been actively deploying and seizing the opportunity to develop the 28nm mature process chip market. Now, SMIC has also announced that the Lingang 12-inch wafer fab has completed its capping, and this factory will also focus on the production of 28nm mature process chips. This It is already another large 28nm chip factory that SMIC has expanded in China, and will be OEM for 28nm customers. In addition, even TSMC, which has always looked down on the 28nm wafer market, has now begun to actively deploy the Nanjing 28nm wafer factory. It is obvious that TSMC has also set its sights on the 28nm chip market. The US media also said:
Taken together, both SMIC and TSMC are now eyeing the 28nm mature process chip market, and TSMC is actively expanding its 28nm chip factory in Nanjing, China. This means that TSMC still does not want to completely give up development in the Chinese market; after all, China is the world's largest chip manufacturer. In the consumer market, TSMC also wants to use the 28nm wafer fab as an opportunity to develop in the domestic market; but it is worth mentioning that if TSMC wants to compete with SMIC in the 28nm chip market, it must abide by the rules and restrictions of the United States. SMIC has a price advantage, which TSMC does not have. As for who will win in the 28nm chip market in the end, it is still not certain. What do you think of this?
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