According to market research firm IC Insights, a total of 92 wafer fabs have been closed or changed in usage in the past nine years from 2009 to 2017 after the financial tsunami, and more fabs are expected to close in the next few years , And including TSMC, UMC, the world's advanced, SMIC and other foundries are expected to directly benefit.
Outsourcing into the mainstream SMIC welcome opportunities
IDM plant shut down its own old fab and outsourcing is the future trend of the OEM, as the semiconductor industry continues to spread case, and the cost of new fabs, process equipment prices are more expensive, leading to production As the costs soar, IDM plants shut down their wafer fabs, change their operating mode to fab-lite, or directly to fabless IC design firms, etc. In addition to the IDM plant, Of the product line outsourcing, will also be the new process and technology to the foundry responsible for the production.
According to IC Insights statistics, since the global financial tsunami from 2008 to 2009, the semiconductor industry has continuously reduced the production capacity of old fabs up to 8 inches and changed the manufacturing process to larger-size wafers to manufacture semiconductors in pursuit of better performance Cost-effective.
In terms of geography, Japan closed 34 wafer fabs at most, 30 wafer fabs closed in North America, 17 wafer fabs closed in Europe and 11 fabs in Asia Pacific. By the size of the wafer, the 6-inch fabs in the closed fabs accounted for 41% of the total factories, followed by the 8-inch fabs, accounting for 26% of the total. The 4-inch and 5-inch plants account for 10% and 13% respectively of the total closures, while the 12-inch plants also account for 10% of the closures.
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