Liang Mengsong is still staying on as the co-CEO for SMIC. This recent development might mean that SMIC has already achieved technological breakthrough. With more and better technical people available, SMIC might split into two different entities, one of which will manufacture exclusively for Huawei.
Chinese semiconductor industry
- Thread starter Hendrik_2000
- Start date
- Status
@SteelBird bro from what I read its a major re organization or restructuring and like you I want to know more details, BUT Liang Meng Song will be retain , my reason is simple WHERE WILL HE GO? SMIC outlook is bright and he had unfinished business as the one who bought the 14nm ,7nm 5nm and even 3nm tech to SMIC, he is looking to leave his legacy and he had it within his gasp and will wait until the job is done which will be coming with China speed on 2024 (EUVL).
These people left the corporate board, but they haven't all left the company.
SMIC can't produce smaller than 7nm with their current tools, and even 7nm might not be cost efficient with those tools.
Their growth is being limited by the machine tools sanctions alone.
SMIC can't produce smaller than 7nm with their current tools, and even 7nm might not be cost efficient with those tools.
Their growth is being limited by the machine tools sanctions alone.
antiterror13
Brigadier
Thats actually true that even SMIC can produce 7nm in the near future (or already happening), likely is not as cost efficient as 7nm produce with EUV ... but heyyy, if 7nm chips is only 1% of the total cost of product, even SMIC 7nm is 2x more expensive (exaggeration), it's only 1% extra cost to the total cost of the product
In products containing 7nm chips, the cost is is not 1%. Just look at phones and you will notice that chips are a significant portion of the final product cost
However, with Chinese suppliers being ultra cheap, it could even out if they order the more expensive 7nm chips by SMIC, while keeping the cost of the rest of the components down
antiterror13
Brigadier
How about 5G tower?, not all chips need 7nm chips
The RF modem and display is the major cost driver of the phone by far. Usually display is even higher.
The SoC is relatively cheap. In fact in Huawei models the screen is even higher and SoC even cheaper.
Chipmaker SMIC to Invest $3.655 Billion in Establishment of Joint Venture in Shanghai
Chinese leading chipmaker Semiconductor Manufacturing International Corporation (SMIC) announced at the Hong Kong Stock Exchange on Friday that under the Shanghai Lingang Area Development and Construction Administrative Committee have agreed to set up a joint venture (JV) in Shanghai.
The new JV’s business scope includes the production of 12-inch integrated circuit wafers, integrated circuit packaging, and integrated circuit-related technology design and development.
The announcement shows that the registered capital of Lingang Joint Venture Company is $5.5 billion. SMIC Holdings contributed 3.655 billion, while National Integrated Circuit Industry Investment Fund Phase II and another institution contributed $922 million and $923 million, respectively, accounting for 66.45%, 16.77% and 16.78%.
SMIC believes that by grasping the strategic opportunity for the development of integrated circuit industry in the Lingang New Area of Shanghai Free Trade Zone, the establishment of the new JV will meet the growing market and customer needs and help the company to expand its production scale, reduce production costs and improve wafer foundry services, thus promoting the sustainable development of SMIC.
In addition, SMIC announced on November 11 that Jiang Shangyi resigned as vice chairman, executive director and member of the strategic committee of the firm’s board of directors. Liang Mengsong ceased to serve as an executive director and continued to serve as the co-CEO of the company.
Chinese leading chipmaker Semiconductor Manufacturing International Corporation (SMIC) announced at the Hong Kong Stock Exchange on Friday that under the Shanghai Lingang Area Development and Construction Administrative Committee have agreed to set up a joint venture (JV) in Shanghai.
The new JV’s business scope includes the production of 12-inch integrated circuit wafers, integrated circuit packaging, and integrated circuit-related technology design and development.
The announcement shows that the registered capital of Lingang Joint Venture Company is $5.5 billion. SMIC Holdings contributed 3.655 billion, while National Integrated Circuit Industry Investment Fund Phase II and another institution contributed $922 million and $923 million, respectively, accounting for 66.45%, 16.77% and 16.78%.
SMIC believes that by grasping the strategic opportunity for the development of integrated circuit industry in the Lingang New Area of Shanghai Free Trade Zone, the establishment of the new JV will meet the growing market and customer needs and help the company to expand its production scale, reduce production costs and improve wafer foundry services, thus promoting the sustainable development of SMIC.
In addition, SMIC announced on November 11 that Jiang Shangyi resigned as vice chairman, executive director and member of the strategic committee of the firm’s board of directors. Liang Mengsong ceased to serve as an executive director and continued to serve as the co-CEO of the company.
- Status