Chinese semiconductor industry

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tphuang

tphuang

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olalavn said:
you should try to find who owns Ningbo fabs now...I once posted on twitter: they don't have to use their own fab...they get help from other companies...
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This is their website
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Given their work with RF and MEMS chips, I wouldn't be surprised if they are fabbing for Huawei, but I don't see any proof that they are actually owned by Huawei. It's part of SMEC.

I looked a little more and couldn't find any confirmation of this other than online rumors


On Huawei fabs, I see a pretty good listing here from Shenzhen new fabs
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First for PXW 鹏芯微
深圳市鹏芯微集成电路制造有限公司成立于2021年6月，致力于满足“粤港澳大湾区”汽车电子、新能源、图像传感、智慧家庭、可穿戴设备等市场日益增长的芯片产能需求，向客户提供28nm/20nm技术节点的集成电路晶圆代工及配套服务。根据天眼查显示，其实控人为深圳市重大产业投资集团有限公司。
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28/20nm node for auto electronics, new energy, image sensors, smart home, wearable equipment demand

next for Swaysure or 昇维旭(SWX)
DRAM厂商昇维旭是由深圳市人民政府国有资产监督管理委员会（以下简称“深圳国资”）100%控股的企业。前台积电前厂长刘晓强出任昇维旭CEO。

将会从28nm制程切入DRAM制造，规划总产能14万片/月，第1期已在建造中，规划明年第3季引进机台设备，2024年第一季度试产。
目前产能最大国产DRAM厂商是长鑫存储，此前在2020年、2021年分别实现了4.5万片晶圆/月、6万片晶圆/月的产能目标。2022年的产能目标是12万片晶圆/月。即晶圆/月的产能，与排名第三的美光相比，也仍有不小的差距。
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This one is for DRAM to start production in 2024Q1

and then final one is 鹏新旭 (PXX)
深圳市鹏新旭技术有限公司（以下简称“鹏新旭”）成立于2022年03月，实控人为深圳市深超科技投资有限公司（深圳市重大产业投资集团有限公司的全资子公司），鹏新旭聚焦40nm/28nm成熟逻辑工艺产能建设和卓越制造，为全球客户提供晶圆制造代工服务，优先满足粤港澳大湾区系统及芯片设计公司不断增长的流片及产能需求，公司致力于成为卓越的集成电路制造商，促进数字世界的持续发展。
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40/28 mature logic node for different product
 
tphuang

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2023年前7个月，中国进口集成电路（IC）总量为2702亿颗，同比下降16.8%，尽管美国及其盟国实施了更严格的贸易限制，但仍呈现温和改善趋势。

芯片上半年进口量同比下降18.5%，芯片前三个月的进口量则同比下降22.9%。
海关总署周二公布的数据显示，仅7月份中国就进口了424亿颗集成电路，环比增长2.6%。

该数据发布之际，中国国内芯片市场正从消费需求低迷和各种经济逆风中缓慢复苏。


中国国内芯片产量也在回升。国家统计局数据显示，6月份，我国集成电路产量达到322亿颗，同比增长5.7%，4月份出现16个月以来的首次月度增长。

前7个月，芯片进口总额下降21.6%至1913亿美元，而上半年下降22.4%。相比之下，同期中国整体进口额下降了 7.6%。

据报道，中国从韩国的进口总额在前七七个月暴跌了 24.7%。据报道，华盛顿要求韩国向该国存储芯片制造商施压，要求其不要填补中国因北京禁止销售某些美光科技存储芯片而造成的市场缺口。

根据海关数据，这是中国主要贸易伙伴中降幅最大的，其次是来自中国台湾的进口下降了22.8%。芯片工具制造商尼康和东京电子的总部日本从7月下旬开始限制23种芯片相关设备和材料的出口。
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China is producing more YoY
importing much less
exporting less

By July, they imported 42.4B chips
june, they produced 32.2B chips

From that perspective, even by #, they are still covering under 50% of need

although the number does seem a little fishy since it says they exported over 150B chips from Jan to July which means they exported 20B chips, which doesn't make sense to me. i guess we just go with more domestic production and a lot less import
 
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O

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KYli said:
Of course, TSMC wants to bring in Taiwanese workers. Taiwanese workers have more experience, lower pays, and better work ethics. TMSC plants would continue to be delayed due to various issues from labors to bureaucracy.
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Just ask out of curiosity, because I'm not an expert in that field. A lot of American companies are demanding the chips from the Arizona plant. Do they pay the same wafer price like in Taiwan or would it be more costly?

In other words are these companies willing to pay a higher price per wafer or is Tsmc are willing to loose bigger margin on this plant. On business side these plant it's just doomed.
 
FairAndUnbiased

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Overseaschinese said:
Just ask out of curiosity, because I'm not an expert in that field. A lot of American companies are demanding the chips from the Arizona plant. Do they pay the same wafer price like in Taiwan or would it be more costly?

In other words are these companies willing to pay a higher price per wafer or is Tsmc are willing to loose bigger margin on this plant. On business side these plant it's just doomed.
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I believe TSMC is charging more.

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K

KYli

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Overseaschinese said:
Just ask out of curiosity, because I'm not an expert in that field. A lot of American companies are demanding the chips from the Arizona plant. Do they pay the same wafer price like in Taiwan or would it be more costly?

In other words are these companies willing to pay a higher price per wafer or is Tsmc are willing to loose bigger margin on this plant. On business side these plant it's just doomed.
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American companies need to pay extra. TSMC has already said that the price would be 20% to 30% more for American manufacture chips than those made in Taiwan.
 
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