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1. Chuanghong International 14-nanometer FinFET mass production after the year;
SMIC completed the equity financing transaction at the end of November 2017. SMIC raised a total amount of 972 million U.S. dollars, setting the largest amount of equity financing since the IPO in 2004. In addition to innovations such as Datang Holdings, the National Integrated Circuit Industry Fund Are actively involved in representing the two major shareholders for the future development of SMIC's strategic support also highlights SMIC in the development of China's semiconductor industry will continue to play a key role.
In fact, in March 2017, Siu Yi Innovations announced that it will subscribe for SMIC Placing Shares for an amount not exceeding US $ 70 million. Following the completion of the transaction, Siu Yi Innovation will hold a 1.02% stake in SMIC, not only With SMIC's capacity to ensure the stability of Siu Yi's innovative NORFlash supply and the mutual development of multi-level strategic partnerships between the two parties, it also shows that the frequency of semiconductor industry chain integration or strategic alliances will increase.
SMIC is expected to focus on the layout will include: continue to catch up with the advanced manufacturing process, the implementation of differentiated strategy to start capacity expansion, cross-border integration of the post-test closure, etc. Which in the process of planning will obviously adopt a diversified strategy Is the previous company to actively enlist the former Samsung, TSMC Leung Meng Song, also on behalf of SMIC does not give up the pursuit of advanced manufacturing process, including the first phase of SMIC PolySion process has been mass production, the second phase is the first generation of HKMG Process (SMIC called HKC process), has started production in the second quarter of 2017, 28 nm in the fourth quarter of 2017 is estimated to exceed 10% revenue share, and the third stage is the second generation HKC process , Is expected to mass production by the end of 2018, and through its talent recruitment and government support, it is expected that SMIC's 14-nm FinFET will be mass-produced in the coming year.
As for the implementation of differentiation strategy, mainly for the needs of the Internet of Things and other emerging technologies, SMIC also does not give up the development of mature and special processes, including NORFlash flash memory, micro-controller (MCU), CMOSSensor sensor, HV ) And other process technology platform.
In terms of starting capacity expansion, in addition to the internal motivation, such as the strength of their own businesses, capacity utilization rose, the proportion of customers in China has reached 50% of sales, the external pressure does make SMIC is facing continued expansion of production capacity In particular, we must shorten the gap with the capacity of international manufacturers, taking into account the upward trend of China's semiconductor industry sprint, SMIC must play a leading manufacturer of integrated circuits in China.
Finally, in cross-border integration of the latter part of the IC packaging and testing, the current foundry manufacturers have to cross-border to the packaging capabilities to carry out 2.5D-3D integration, and this part of TSMC has been at the forefront of SMIC more Not to be outdone, it has established a long-term science and technology joint venture with SMIC in Jiangyin.
Judging from the release of future production capacity of China's IC manufacturing industry, there are currently 22 12-inch fabs in China, including 11 11-wafer fabs and 18 8-inch fabs under construction, with 5 under construction and some new plants Will enter into mass production one after another in 2018, especially 2018 will be a crucial year for memory manufacturing in China. Therefore, in 2018, the annual growth rate of output value of China's IC manufacturing industry is expected to reach 19%, maintaining the growth rate In the rapid growth stage.
(The author is an associate research fellow of Taiwan Economic Research Institute produced by the database)
(Wang newspaper)
2.Arm and Hefei High-tech Industrial Development Zone signed a cooperation agreement;
Set micro-mesh news, Arm announced the signing of two cooperation agreements with Hefei High-tech Industrial Development Zone to jointly establish the Arm IoT Collaborative Innovation Center and the establishment of Arm China Graduate School project. The two sides will work together to create IoT IC industry polymerization effect for The vigorous development of the industry in the future to train qualified personnel, and actively promote the construction of Hefei electronics industry innovation ecosystem.Am global executive vice president and Greater China president Wu Xian Aung said: 'All along, Arm actively respond to national policies to promote industrial innovation and upgrading, continued to increase Greater strategic deployment and investment in China, closely follow the pace of education reform such as double-genius talent and new engineering, to promote the formation of the core competitiveness of local industries. The Arm and Hefei High-tech Industrial Development Zone signed two cooperation agreements to innovation center Gathering wisdom programs to train leading talent in graduate schools is another concrete measure we are actively making in our country to build a local industry ecology. "Song Guochun, Member of Standing Committee of Anhui Provincial Party Committee and Secretary of Hefei Municipal Committee, said:" The development of IC industry as Hefei Of the leading industries, the momentum of development in recent years is rapid, remarkable results, The introduction of a large number of the country and the world's leading integrated circuit companies settled in Hefei Hefei is stepping up the layout of the industrial chain and strive to build integrated circuits Hefei and even the front-end industry in Anhui Hefei Hi-tech Zone as the State Council set up the first batch of high-tech With perfect supporting facilities and good investment environment, it will give full support to the Arm IoT Collaborative Innovation Center and Graduate School Project in Hefei, which is believed to strengthen industrial education by introducing Arm Ecosystem Resources Cooperation will further accelerate the innovation driven development of related industries such as Internet of Things and Hefei in Anhui Province and Hefei, and provide strong personnel support and industrial guarantee for Hefei to build China 's IC Capital.
Achieve industrial agglomeration and promote scientific and technological innovation Arm will work with Hefei Hi-tech Zone to prepare for the Arm IoT Collaborative Innovation Center, which includes IoT Application Experience Center and IoT Technology Product R & D Center and An Chuang Space Incubation Accelerator. The total output value of the Internet of Things project introduced by the center in five years surpassed 10 billion yuan, making the Arm IOT Innovation Center become the nation's premier IoT project. This project will leverage Arm's technological and resource advantages in the global ecosystem and introduce chips, intelligent hardware and systems Integration, cloud and software and other core technologies and partners, the formation of industrial agglomeration effect for Hefei Hi-tech Zone integrated circuit and Internet of Things industry development help. Focus on elite talent training Arm China Graduate School Project (cum Hefei -Arm double invasive education demonstration base) , By the Arm company and the University of Cambridge and other production and research partners in Hefei set up jointly to build Hefei into a globally influential IC innovation talent center with Arm's technological superiority and the education of top international institutions of education, Professional students have access to Arm based Internet of Things core technologies and ecosystem resources, in the learning phase began to focus on the practical aspects of integrated circuit and Internet of Things project research and development, and to the United Kingdom to participate in project learning and business practices.This project will be for the local training in the field of integrated circuits Professionals for future technological innovation in Hefei reserve with the international vision and industry needs of the elite talent.
3. Investment 1 billion, IC packaging and testing materials project settled in Nanjing Pukou
Set micro-grid news, 2017 World Conference on Intelligent Manufacturing held in Nanjing.December 9 in Nanjing smart manufacturing major project signing ceremony, Pukou Economic Development Zone, Shanghai Xinhua Jin packaging materials successfully signed test, Zhongke Innovative Intelligent Manufacturing Industrial Park two Items.
Nanjing Xin Hua Materials Technology Co., Ltd. (proposed name), covers an area of 50 acres and products include tin balls, electroplating ball, solder paste, a total investment of 1 billion yuan, 2018 began the development of 50um solder balls, designed production capacity 1.2 million kk every year to meet the needs of the mainland market.
Zhongke Innovative Intelligent Manufacturing Industrial Park Project is invested and constructed by Nanjing Core Valley Business Incubator Co., Ltd. The company is mainly engaged in incubation, development, service and consultation of high and new technology industries with a total investment of 1.1 billion yuan and a registered capital of 50 million yuan, covering an area of 201 mu Mainly in order to attract intelligent manufacturing-related enterprises to settle down and build an intelligent manufacturing industry cluster area.