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Chinese semiconductor thread II
- Thread starter vincent
- Start date
China's YMTC aims for fully local chip production, but can it deliver?
China's memory chipmaker YMTC has unveiled plans for its Phase III fab with a registered capital of CNY20.72 billion (approx. US$2.91 billion). Market sources say the project targets full adoption of domestically built semiconductor equipment, a 100% localisation milestone unprecedented in China's chipmaking sector.
US export restrictions have hindered shipments from major suppliers such as ASML and Applied Materials. YMTC's Phase II fab, initially designed for a 100,000-wafer monthly output, reportedly reduced production to around 40,000-50,000 wafers as a result.
In response, YMTC has deepened its partnerships with domestic suppliers and launched its first pilot line that's fully equipped with Chinese-made tools.
Industry sources say YMTC is collaborating with a range of local vendors covering lithography, etching, deposition, and cleaning processes. With Phase III targeting a monthly capacity of nearly 100,000 wafers and production slated for 2026, YMTC's overall capacity could reach 300,000 wafers per month.
Article is paywalled so the quoted bits are from following tweet.
Nexperia's China unit resumes chip sales to domestic distributors, sources say
Dutch chipmaker Nexperia's Chinese unit has resumed supplying semiconductors to local distributors, according to two people briefed on the matter, having previously halted all shipments when Beijing banned exports following an ownership dispute.
But as part of the resumption, which is confined to domestic trade, all sales to distributors must now be settled in Chinese yuan, the people said, whereas transactions had previously only used foreign currencies such as the U.S. dollar.
The Chinese unit also instructed distributors to transact with their customers only in yuan, in an apparent bid to stabilise supply in China and operate more independently from its Dutch parent, one of the people said.
Nexperia is now seeking alternative packaging partners outside China as the dispute with its Chinese subsidiary shows little sign of a quick resolution, the people said.
Nexperia has also warned customers in China that it does not guarantee the quality of products sourced from its Chinese subsidiary, the second person said.
The unit also accused its Dutch parent of raising "groundless doubt" on product compliance and said it would pursue legal options.