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1. 6 billion investment in Hangzhou, China Semiconductor wafer project will start;
In September of this year, Ferrotec (China) Co., Ltd. signed an investment agreement with Dajiang Industrial Cluster in Hangzhou to build 300,000 8-inch semiconductor silicon polishing pads per month and 200,000 12-inch semiconductor silicon polishing pads with a total investment of 60 It is planned to realize the large-scale production capacity of large-size 8-inch and 12-inch semiconductor wafers through the implementation of new investment projects.
Semiconductor wafer is one of the key materials in the field of semiconductor manufacturing and a short board in the IC industry chain of China, and from the beginning of 2016, the international silicon price has been on a rising trend and is in short supply, leading to some problems in China New or small and medium-sized wafer companies into the production capacity without the available wafer embarrassing situation, improve the supply capacity of silicon is becoming urgent.
Ferrotec Group, a leading supplier of semiconductor components in the world, has long been committed to integrating itself into China's local development. "The investment in Hangzhou's CSMC wafer fab project will improve China's high-end wafer production capacity and technology backwardness The project will be held on December 18 commencement ceremony to take this opportunity, "China Electronics News" reporter interviewed Ferrotec (China) Co., Ltd. He Xianhan.
Semiconductor wafer supply chain security industry
Reporter: Since 2016, the international semiconductor wafer prices will rise upward trend, and has been extended to the present, what led to the current round of silicon prices rose? Do you look forward to next year, the price of silicon?
He Xianhan: silicon is the most important semiconductor materials, the current more than 90% of the chips and sensors are based on semiconductor wafer made of monocrystalline silicon, wafer supply and price changes on the entire IC industry will have a tremendous impact. Round silicon wafer prices are mainly due to market imbalances caused by the increase in market demand, capacity can not meet the demand.
As for the price trend next year, a number of professional market analysis agencies have analyzed in detail the supply and demand of global semiconductor silicon and the price changes. They all agree that the situation of short supply will probably continue in the next few years, and the expansion rate of silicon production capacity Will be lower than the growth in demand for IC wafer manufacturing, silicon prices will also change in the past for many years, the downward trend.
Reporter: So, do you think China is going to develop the silicon industry on this occasion, what is the significance for the overall development of the semiconductor industry?
He Xianhan: As one of China's pillar industries, the semiconductor industry is also involved in national security, which threatens the security of the country if the unsafe supply of upstream materials will inevitably lead to instability, and semiconductor silicon has always been a short-term development in China's semiconductor industry chain Board, at present, Chinese enterprises can only meet the performance requirements of 4 to 6 inches of wafers, and a small amount of supply of 8 inches of market, 12-inch wafers are basically blank.Main technical obstacles to the manufacture of large-size silicon wafers are the quality and Therefore, from the perspective of national strategy and industrial development, it is very important for China to develop the semiconductor wafer industry, especially the large-size silicon wafer.
In addition, from the market point of view, now is also a favorable opportunity to cut into the silicon industry.According to Gartner's forecast, by 2020 the global silicon market will reach 11 billion US dollars.And the current round of silicon prices for the semiconductor silicon Industrial development brings new opportunities.
Officially put into operation in 2019 will ease the lack of supply
Reporter: It is understood that Ferrotec has been in China for a wide range of semiconductor silicon and materials investment, can introduce the relevant circumstances?
He Yinhan: Ferrotec Group has always been committed to building on its long-term development in China. Ferrotec (China), founded in 1992, is the collective name for Ferrotec's factories in China and headquartered in Hangzhou. Currently, Ferrotec (China) Shanghai and Yinchuan three major R & D and manufacturing base, of which Hangzhou Thermal Electronics Co., Ltd., and Shanghai Shenhe Thermal Magnetic Electronics Co., Ltd. and Ningxia Yinhe Semiconductor Technology Co., Ltd. are the three major bases of semiconductor products, the main manufacturing enterprises, all from The Chinese are self-operated and managed with a total sales revenue of 5 billion yuan in 2016.
Ferrotec (China) products focus on all aspects of the semiconductor industry, providing semiconductor materials, semiconductor equipment, semiconductor consumables, and semiconductor component cleaning services to the semiconductor industry. In particular, Ferrotec (China) products include semiconductor silicon wafers, , Silicon components, high-purity quartz products, high-purity ceramic products and semiconductor power substrate and vacuum chamber and other products with advanced international or domestic advanced level.
Among them, Hangzhou Daiwa has a number of factories in Hangzhou Hi-Tech Industrial Development (Binjiang) Zone and in Hangzhou Mid-levels, Dajiang Dong, Zhejiang Changshan and Yinchuan in Ningxia to provide the high-vacuum components, silicon components, high-purity Quartz products and high-purity ceramic products. Shanghai Shenhe Co., Ltd. successively set up subsidiaries in Yinchuan, Tianjin, Sichuan and Dalian respectively to provide semiconductor silicon chips (the largest in China) and semiconductor high-power ceramic substrates Third) and semiconductor equipment, parts cleaning regeneration services (the largest).
Mainstream semiconductor manufacturers at home and abroad, such as semiconductor manufacturing equipment, Microelectronics, Shanghai Microelectronics, North China CRE, Applied Materials, TEPCO, PAN Lin, SMIC, Hua Hongli, Huali Microelectronics Electronics, Silan Microelectronics, Intel, TSMC and others, as well as manufacturers of power devices such as Infineon (Germany), Fuji Electric (Japan), Jiaxing Sida Semiconductor and Jiangsu Hongwei Semiconductor are Ferrotec (China) Long-term cooperation customers.
Reporter: Recently, Ferrotec (China) announced that it will invest in the construction of "Hangzhou SMIC Wafer Semiconductor Large-size Wafer Project." Why invest in this new project? Can you disclose the specific development plan for this project?
He Xianhan: This is an important step for Ferrotec to further integrate into China's long-term layout development and Ferrotec's decision after analyzing the needs of the global and China IC industry and polishing wafer market size. The project will consist of newly established Hangzhou Semiconductor Semiconductor Manufacturing Co., Semiconductor Co., Ltd. implementation.
Established in 1999, Hangzhou Zhongshen Wafer Semiconductor Co., Ltd. is a joint venture established by Japan Ferrotec Holdings, Hangzhou Daiwa Thermal Magnetic Electronics Co., Ltd. and Shanghai Shenhe Thermal Magnetic Electronics Co., Ltd. It is located in Dajiang Industrial Cluster Area, Hangzhou with a registered capital of 2.9 billion yuan With a total area of 133,400 square meters and a plant area of 150,000 square meters, the total investment will be 6 billion yuan. After the project is completed, it plans to produce 3.6 million pieces of 8-inch semi-conductor silicon wafer and 2.4 million pieces of 12-inch semi-conductor silicon wafer per year It is estimated that the trial production will begin in January 2019 after the founding of the foundation works on the 18th and formally put into operation in April.
In addition, it is important to note that Ferrotec China is building on its current production of 4.2 million 4 to 6 inch semiconductor silicon wafers and 1.8 million 8-inch semiconductor silicon wafers per year. Get Hangzhou municipal government leaders attach great importance, and get the great Jiangdong industrial cluster management committee in Hangzhou full support services.
Ferrotec based on the long-term development of China
Reporter: Why should the project choose to invest and build in China?
He Yinhan: Ferrotec (China) is a group of foreign-invested enterprises with more than 20 years of development in China. Ferrotec Group is solely an investor. The company has always been run by a local management team and will be based in China as a foundation for business development. Ferrotec (China) Aims to inject new vitality into the sustainable development of all regional companies and serve the Chinese semiconductor industry by constantly adjusting the industrial structure, optimizing the capital structure. Ferrotec (China) seizes the strategic opportunities of "Made in China 2025" to develop semiconductors in China Industry-related product development, manufacturing, contribute to the Chinese manufacturing.
Reporter: Ferrotec (China) Company in China, in the integration into the local market, what are the plans?
He Xianhan: Providing the applicable products and services for the Chinese semiconductor industry and meeting the needs of customers in the domestic market are fundamental to our development in the domestic market. Ferrotec (China) has been developing and promoting single crystal drawing technology (equipment / process) for many years For all to see, with the technical guidance of the Japanese partners, we can satisfactorily solve the drawing problem of large diameter single crystal silicon rods and quickly realize mass production. In order to rapidly mass production of large silicon wafers in China, Ferrotec has been cooperating with Universal Wafer (Taiwan ) To establish a strategic cooperation between the large wafer production technology that comes from strategic partners.
At present, the process design and equipment selection of 1.8 million 200mm silicon wafer projects in Shanghai Shenhe and its implementation are jointly determined by the engineers and technicians of strategic partners and the engineers and technicians of Ferrotec (China) to ensure that the technology and equipment are in the leading position in the industry. We will use our accumulated experience and business relationships in foreign markets to import advanced technologies into China and thus contribute to the development of China's semiconductor industry.
Reporter: China's development of the silicon industry have any suggestions?
He Yinhan: As a capital-intensive and technology-intensive industry, the semiconductor industry needs to absorb the principle of "seeking ownership but seeking for existence" from all sources at home and abroad, and is willing to promote its cooperation in the development and willingness to cooperate with the Chinese government The enterprises in the semiconductor industry are actively supported and helped, which are not necessarily financial means, they can be given real national treatment in terms of market access and policy. China Electronics News
2. UMC to spend 630 million US dollars to start expansion Xiamen 28nm a year to 25,000 / month;
Set micro-network news, Taiwan's foundry UMC board of directors on December 13 officially approved NT 189.9 billion yuan (about 630 million US dollars) capital budget execution case, an indirect increase in Xiamen United Microelectronics Integrated Circuit Manufacturing Co., Ltd., operating in 12-inch Wafer production and other business, simultaneously expanding Taiwan and mainland China across the Taiwan fab capacity.
Xiamen UMC is a 12-inch wafer foundry jointly invested by UMC, Xiamen Municipal Government and Fujian Electronic Information Group, with an initial capital of 2.05 billion U.S. dollars, of which UMC contributes 1.35 billion U.S. dollars and the rest is invested by Xiamen Municipal Government, As well as Fujian Electronic Information Group, UMC has invested 750 million US dollars in the past, the Commission approved by UMC 630,000 US dollars derived from the application, the scheduled capital has been fully in place.
Zhang Mingbin, executive secretary of Taiwan's Ministry of Economic Affairs, said in an interview that the funds will be used for the second phase of Xiamen Plant originally reserved for use. The Investment Commission pointed out that UMC will apply for Xiamen UMC Various types of goods and technology import and export, chip factory advisory services related matters such as business.
UMC said that in conjunction with the introduction of 28-nanometer manufacturing process in Xiamen, the second quarter of this year put into operation 5,000, the third quarter output is mainly for the supply of mainland customer communications applications, the current monthly production capacity of 12,000, follow-up planning before the end of this year An additional 5000 pieces of equipment are installed. It is estimated that the monthly production capacity will be expanded to 1.6 million pieces in the first quarter of next year and the target of 25,000 pieces per month will be realized within one year.
As for the production capacity of 14-nanometer process, after the efficiency increase expansion, the monthly capacity will also be slightly increased to 3,000.
In terms of capacity utilization, due to the strong demand for orders from computer peripherals and consumer products, UFV's 8-inch fabs were close to full capacity utilization in Q3 2017, while mature process capacity utilization of 12-inch fabs exceeded 90%. In 2018, UMC will simultaneously expand the 8-inch fab capacity in Taiwan and Suzhou and Wuhe, among which the shipbuilding capacity will be expanded to more than 70,000 pieces per month.
It is reported that the next generation of UMC is 22 nm ULP process and 28 nm HPC process, from the production time point of view, 22 nm ULP process is expected in 2018, 28 nm HPC process from the actual production is also 6 months. At present, UMC's 14nm process accounts for about 1% of its revenue while the 28nm process accounts for about 15%, the 40nm process for about 29%, and UMC's advanced process for the sub-40nm process account for about 45%.
UMC emphasizes that the future application of the industry trend is the Internet of Things (IoT), 5G mobile devices, industrial applications and other fields, the company will grasp these new wave of growth opportunities brought about by the kinetic energy to enhance the company's market share.
3. Purple plans hundreds of billions of investment in memory chips Zhao Weiguo China core rise;
Re-write the chip industry pattern, purple light group is on the road.Zhao Weiguo, chairman of the Group said recently that purple will invest at least 100 billion US dollars in the next decade, to sit on the bench for ten years of strategic endurance that 'South Koreas, Japanese can do Things, the Chinese people will certainly be able to accomplish. "An arms race to seize the right to speak of the chip quietly opened.
Zhao Wei country hit billions of battle fierce chip market
Since 2013, under the guidance of the national IC industry promotion policy, Ziguang Group under the governance of the IC industry has undergone a drastic transformation and development. As the dark horse turned out to be one of the most powerful Chinese technology companies, it began to rewrite International chip market structure.
Zhao Weiguo was admitted to the Department of Electronic Engineering of Tsinghua University in 1985 (formerly the Department of Radio and Electronic Science). He received his bachelor's degree and master's degree in succession. Although graduated from the Department of Electronic Engineering of Tsinghua University, Zhao Wei-guo said: 'I was originally a IT insider , But I am not the original people in the circle of integrated circuits in China ', acquired through the acquisition of purple into this circle.In fact, his special chip on the university began to university.Zhao Weiguo said:' When I was in college, I remember the first Time to lab class, the first time I saw the chip, I found it amazing, a small chip can do a lot of functions, but those high-end chips are from overseas, I was thinking, when China can create such Integrated Circuits' The ambition to reshape the global memory chip industry has become a powerful driving force for Ziguang Group.
Chiu Wai-kuo will chip the characteristics of the industry as a - capital-intensive, talent-intensive, technology-intensive, global competition. 'Chip manufacturing is not only high-end manufacturing, but also cutting-edge manufacturing, this industry is not only advanced technology, and must have capacity, with capacity He has the right to speak. 'He vividly said,' This industry is BMW, Mercedes-Benz, Audi, the worst is Passat, no Xiali, van, motorcycle. '
Changes in the storage market are rapidly changing, there is not enough chips, or grasp the timing, and can not keep up the rhythm, and only discard the cards do not play. '' Intel, TSMC, Samsung each year in the chip manufacturing capital spending more than 10 billion US dollars, Less than the average annual investment of 10 billion US dollars of investment scale, simply can not enter the first camp of chip manufacturing.Zhao Weiguo pointed out.Therefore, purple light plans to invest at least 100 billion USdollars in the next 10 years, equivalent to an average annual investment of 10 billion US dollars.
Faced with such a huge investment, Zhao Weiguo said frankly that there are indeed insufficient funds. In addition to being supported by such national financial institutions as China Development Bank and China Development Bank, Ziguang also raised funds in various fields, including setting up various funds and plans to launch the 'China Integrated Circuit Co., Ltd. '
M & A alliance to complete the ecological layout
As a catch-up in the field of integrated circuits, purple if unpleasant, obviously difficult to keep up with the pace of others backed by Tsinghua University Purple Group, in recent years under the leadership of Zhao Weiguo attack around four acquisition, crazy expansion, first spend 1.87 billion US dollars and 9.07 Hundreds of millions of dollars for the acquisition of the United States NASDAQ listed company Spreadtrum Communications and RDA Microelectronics, becoming the world's third-largest mobile chip companies, and then jointly Intel, spend 2.5 billion acquisition of the original Hewlett Packard's 51% stake in Xinhua Group 3, becoming China ranked first in the world's second-ranked network products and services leader. Benefited from the rapid growth of Xinhua three, the first half of the company achieved operating income 16877000000 yuan, an increase of 82.11%; net profit of 806000000 yuan, a substantial increase 203.99%.
Zhao Weiguo said: "We made three alliances through three mergers and acquisitions and quickly completed the ecological layout in the field of integrated circuits in two years." The three mergers and acquisitions were: Spreadtrum, Ruidico and Xinhua III, and the three alliances were : Alliances with Intel, Western Digital, and Hewlett-Packard Intel, for example, reached a strategic partnership with Intel, a global semiconductor giant, and Intel invested Rmb9bn in a subsidiary of Ziguang Group holding Spreadtrum Communications and RDA Microelectronics Acquired a 20% stake in the controlling subsidiary.
Zhaowei Guo's footsteps did not stop, and now, Ziguang Group shot again, China Semiconductor Packaging and Testing Company Silicon Precision Industry Co., Ltd. announced that the sale of subsidiary Silicon Technology (Suzhou) Co., Ltd. 30% stake in Ziguang Group, The transaction amount was 1.026 billion yuan.
'The acquisition of Spreadtrum allows us to quickly identify the bridgehead in the field of chip design; the acquisition of RDA, consolidating Spreadtrum's position in the mobile chip, sit tight in the world's third, and to prepare for entering the Internet of Things; and we acquired Xinhua three The users of the chip are doing network, storage and cloud computing, and we see that there is a common memory chip between Spreadtrum and Xinhua III, said Zhao Weiguo.
In response, Ye Tiachun, director of the Institute of Microelectronics at the Chinese Academy of Sciences, commented: 'After seeing the action of a purple light and an action going on, I felt that everyone began to slowly see the ambition of the Purple Light and it was a strategic and charter Zhao Weiguo in the next set of chess, there is a great ambition in the industry in. He is not necessarily a businessman, I am afraid there is a sense of industry, and even very ambitious entrepreneurs!
Mount Everest climbing the core chip
Chips and integrated circuits is a must-have in the field, if the integrated circuit is the Himalayas, the core chip is Mount Everest, the world's most sophisticated technology needs.Zhao Weiguo believes he and purple are confident to do this, and in this In the context of long-term development and growth in this context, the Yangtze River storage came into being .2016 July, the Group of the Purple Group Technology Group Co., Ltd. Purple together the United States integrated circuit industry investment fund, Hubei Semiconductor Industry Investment Fund and Hubei Science and Technology Investment Group jointly funded the establishment of the Yangtze River in Wuhan Xinxin core storage, of which the state guangqi holdings 19.7 billion yuan, accounting for 51.04% of the shares in order to form a controlling stake in the Yangtze River storage. 'Yangtze River storage is China's science and technology aircraft carrier Liaoning . "Zhao Weiguo stressed:" This analogy is not an overstatement from the perspective of its investment scale, technological level, significance for national industrial safety and national information security. Through the Yangtze River Storage Project, China's IC industry really has a place in the world A certain status.
Relying on the Yangtze River storage layout and storage, and shares of Taiwan's silicon products, South Mao's subsidiary in mainland China, with the design, manufacture, packaging and other full industrial chain layout, has formed a more complete IDM (vertical manufacturing) giant integrated circuits The prototype.
Excitingly, at present, CKI's CKI has successfully developed engineering samples of 14-nanometer 32-layer 64G memory chips, which have accumulated over one billion U.S. dollars and took two years to complete. 14 nanometers 32-layer 64G, which is also China is currently the closest to the world's top chip.
Facing the future, Zhao Wei-guo believes with confidence that we can gain a firm foothold in five years and another five years should have considerable achievements. Therefore, we must have the mental preparation and strategic endurance of 'bench to sit ten years cold' Communication Industry Newspaper
4. Oriental Asset Management plans to sell 11.69% of advanced semiconductor shares to China Semiconductor
Set micro-grid news, advanced semiconductor announcement, recently, the company was informed by the major shareholder of China Orient Asset Management Co., Ltd., December 7, 2017, it has entered into a share transfer agreement with China Semiconductor, pursuant to which Oriental Asset Management About 179 million domestic shares of the Company were sold to Huaxia Semiconductor, accounting for approximately 11.69% of the total issued share capital of the Company, and Oriental Asset Management ceased to be the shareholder of the Company after completion of the disposal.
Announcement shows that China Semiconductor has about 26.45% stake in Shanghai Belling, and Shanghai Belling holds about 88,726,400 domestic shares, accounting for about 5.78% of the total issued share capital of the company.