Chinese semiconductor industry
- Thread starter Hendrik_2000
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No, let this be archive of China semiconductor industry. A side, is easier for me in case a newcomer comes with phrase "buh buh China doesn't have this, China lack that, they are a like million years behind XXX country or company" just to do quick search in this thread to demonstrate how wrong this person is, without having to scout the internet.
The Bitcoin miner chip started production in July of 2021. It's probably among the first n+1 node that smic produced commercially. Back in 2020, smic said they would start n+1 trial production in April 2021. So all of the timeline here kind of work.
If you look here
In page 98, they think that SMIC developed the process for 14 nm back in 2019 and the process for N+1 (which is equivalent according to this as 8nm) back in 2020. Of course, trial production started later than that.
When we reach 2000 pages, we should be entitled to Bachelor of Semiconductor studies lol.
Knowledge exposures from @FairAndUnbiased @tokenanalyst @tphuang et al are legendary
welcome back bro, how's your vacation, I miss your post, Semiconductors is going thru a downcycle after years of high growth, with the giant TSMC deciding to close 4 EUV due to low demand, do you think it will continue to slide down, as more restriction is being waged against China.
Don't forget @WTAN ,@foofy ,@olalavn ,@PopularScience @latenlazy @hvpc and @Oldschool and where is @krautmeister , he hasn't post since last year? Ohhh not the least and almost forgot @BoraTas.
Thanks for mentioning this. 30k wpm is not bad actually. I got confused a while back and thought SN2 was the newly announced $8.86 billion fab in Shanghai Lingang free trade zone, but it turned out that was a whole new project. SN1/SN2 are built in the middle of Pudong and LinGang is way out of the city.
This was back in February. Looks like SN2 is still under construction.
This is from last February on the expansion projects in Shanghai. According to this, SN1 was still under construction at the time. Since it had started production already, I assume they were still working on adding equipment to it). Said in there that 7.33 of the 9.06 billion USD investment for SN1 was just for equipment. That's crazy high, since the investment for 100k wpm of 28 nm and up fab in Beijing was less than that.
I'm taking a look at what the analysts say. I'm assuming they did a lot of research here, so that these info is reliable.
Page 11, it estimates China's 12-inch capacity to go from 230k wpm at end of 2021 to 480k wpm by end of 2026. I feel like this number could be even higher since it doesn't seem to include SMIC Shanghai Lingang or Tianjin fab that got announced.
and page 12, gives a good idea of the active projects.
Looks like SMIC still have yet to max out their capacity at each factory
Shaoxing is only at 42.5 k wpm, supposed to max out at 100k
Ningbo according to @olalavn is going to Huawei
SMIC Shanghai 8 inch fabs can still be expanded another 20k wpm
SMIC Shenzhen 8 inch fab can still be expanded another 26k wpm
At the time of this analysis.
SN1 was only at 15k a month -> I assume this was the capacity at end of 2021. It should be higher now. SN2 was still too be built.
70k between SN1 and SN2 of 14nm and below
SMIC Beijing and SMNC were close to 120k at end of last year but they can expand more to 160k wpm.
The new SMIC Capital JV has 2 phases. First phase has 2 parts of 50k wpm each. Second phase has 2 more parts of 50k wpm each.
Huahong's Fab 7 is getting expanded from 65k earlier this year to 95k by the end of the year. There is another Huahong fab, Fab 9 that will be in production and eventually have capacity of 80k wpm.
HLMC is also getting a new fab -> fab 8, that will have 40k wpm. And I believe this is supposed to be their advanced process of 28, 22 and 14nm. HLMC is also close to maxing out their existing production at fab 5/6, which is the most advanced processes Huahong group has.
YMTC will have 2 new 100k wpm fabs according to this.
CXMT will have 2 new 125k wpm fabs!
Hangzhou Silan plans to increase 12-inch wafer production to 160k wpm at Fumen from 40k wpm right now. That's much needed for NEV industry.
if you look at page 97 of this
Huali fab 5 produces 55/40/28 nm wafers
fab 6 produces 28 nm wafers
fab 8 produces 28 to 14 nm wafers
It's very likely that with the new fab 8, Huali will be able to produce large portion of the needed 12 to 22 nm capacity. So, the burden won't just be on SMIC.
please don't list me anywhere, I know very little. I'm the NEV guy.
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