Taiwan semiconductor manufacturing company laugh: China′s domestic manufacturing technology-TSMC finished blasting Intel, Samsung, semiconductor, Intel-IT information
The afternoon of March 28, Taiwan semiconductor manufacturing company (TSMC, hereinafter "the company") and the Nanjing Municipal Government held a signing ceremony, TSMC will be solely invested $ 3 billion in Nanjing to build a 12-inch wafer factories and a hub of design services. It was UMC, after Li Jing of Taiwan capital to mainland China to set up a third 12-inch wafer plant and Taiwan over the years for the continent′s largest single investment project.
At this point, the World Semiconductor "top three" Intel, Samsung, TSMC has invested in mainland China the manufacturing base, and 16nm process used TSMC plant in Nanjing city, would also make it the most technologically advanced foundries. Industry analysts believe that, in recent years the trend of the global semiconductor industry has gradually shifted to the Mainland, including wafer fabrication for core components of particular concern, and China′s huge market, favorable policies and cheap labour is a huge attraction.
3 billion dollar wholly-owned Foundry popular
According to the signed agreement, TSMC to invest $ 3 billion in Pukou, Nanjing economic development zone, set up wholly-owned semiconductor manufacturing (Nanjing) Limited (hereinafter "Nanjing TSMC"), consists of a 12-inch wafer plant and a hub of design services. Fabs planned monthly production capacity of 20,000 pieces of 12-inch wafers, is expected to begin in 2018, the second half of the 16 NM.
"The semiconductor chip design and manufacturing industry is mainly composed of two parts, manufacture and is usually divided into the wafer foundry and packaging and testing of two major aspects. "China securities industry analyst Tan Zhiyong said, the industry is an industry that requires large-scale capital investment of fixed assets, and enterprise development and technological strength depends on the OEM experience. Although mainland SMIC huahong semiconductor remained constant at the global Foundry market sales income of the top, but the industry as a whole is TSMC′s monopoly status is still very evident.
It is understood that the above established by TSMC′s wholly-owned US $ 3 billion wafer plant in Nanjing, is Taiwan′s semiconductor industry first owned in 12-inch wafer plants in mainland and Taiwan over the years for the continent′s largest single investment project . It is expected that with the establishment of TSMC in Nanjing by 2018, TSMC′s global market share will increase from the current level of 55% to 57%, share in the mainland market will be upgrading from 46% to 50%.
A Nanjing Government Department source told reporters that Nanjing has set up a working group for this project, led by a Deputy Mayor responsible for, while TSMC wafer plant in Pukou district bridge forest city land leveling has been completed. Design service center address but are still undecided, are striving to design services in the development zone of Nanjing Center settled in in their districts.
12-inch wafer plants in the construction of wave
Previously, Intel and Samsung in the world′s top three Semiconductor is in city layout, built in Dalian and Xian monthly capacity of 52,000, respectively and 100,000 pieces of 12-inch wafer plant. It is understood that the wafer scale inch larger, means that single wafer chips can cut out more chips cost less and 12-inch wafers is the international mainstream. In contrast, the TSMC investment the above factory in Nanjing, mainland China in Shanghai has a monthly capacity of about 10.11 million pieces of 8-inch wafer plant.
"In recent years, China′s semiconductor market is growing fast. "TSMC chairman Morris Chang said in Nanjing by this time set up 12-inch wafer plant and design service center is to help customers," and will also help us to further expand business opportunities in the Mainland. We hope to strengthen cooperation with the customer, to further expand our market share in the city. ”
Except above World Semiconductor three strong outside, Korea SK sea Lux also has in Wuxi established has 12 inches Crystal round factory, per month can for 130,000 tablets; another two home Taiwan enterprise also has in city layout, Taiwan force Crystal group to joint venture way in Anhui Hefei established has per month can 40,000 tablets of 12 inches Crystal round factory, joint China electronic Corporation is is in merger Suzhou and ship per month can about 670,000 tablets of 8 inches Crystal round factory zhihou, in Xiamen joint venture built has 12 inches Crystal round factory.
Local enterprises are also not far behind. SMIC currently has 3 8-inch wafer fab in Wuhan and Beijing built 12-inch wafer plant is 60,000 per month and 50,000 Beijing factory prepared expansion ; China force microelectronics 12 British inches Crystal round factory per month can up 35,000 tablets, also intends built new of 12 inches Crystal round factory; violet group in March top investment plans, prepared in Shenzhen built 12 inches Crystal round factory, is expected to 2019 volume produced; March 28, Wuhan new core since built 12 inches Crystal round factory started, at least will construction 2 seat 12 British inches Crystal round factory, eventually capacity up to 200,000 tablets Crystal round/monthly.
Zheshang securities analyst Yang believes that on the continent is at the core of the chip manufacturing relatively low proportion, will lag behind Taiwan and Korea (20% per cent). The global semiconductor industry is shifting to the Mainland, TSMC, UMC, Powerchip and other manufacturers have been in China plant, domestic wafer manufacturers are constantly being expanded, foreign and domestic assets is expected to split the market in the future, city, semiconductor manufacturing market share rapidly.
"To put it bluntly, we value what a vast consumer market. But local chip companies and foreign investment there is a big gap in technology, especially the Nanjing plant with TSMC 16nm process technology . "One of the senior members of the semiconductor industry in Jiangsu province noted that, in order to implement import substitution, technical improvement and cultivation of talents is very important and cannot be pursued, it will be very easy in scale but the overall profit decline of the Straits.
台湾积体电路制造股份有限公司偷笑：中国本土制造工艺完爆英特尔、
三星 - 台积电,半导体,英特尔 - IT资讯
3月28日下午，台湾积体电路制造股份有限公司（TSMC，下称“台积电”）与南京市政府举行签约仪式，台积电将独资30亿美元在南京建立一座12吋晶圆工厂及一个设计服务中心。这是继联电、力晶之后台资赴大陆设立的第三个12吋晶圆厂，也是台湾历年来对大陆最大的单一投资案。
至此，世界半导体“三强”的英特尔、三星、台积电先后在大陆投资了制造基地，而台积电将在南京厂使用的16nm制程届时也将使其成为大陆技术最先进的晶圆代工厂。业内人士分析认为，近年来全球半导体行业逐渐向大陆转移的趋势明显，其中核心器件晶圆制造尤其值得关注，大陆巨大的市场、优惠政策以及较低廉的劳动力都是巨大的吸引力。
30亿美元独资晶圆厂受热捧
根据签署的协议，台积电将在南京市浦口经济开发区投资30亿美元，独资成立台积电（南京）有限公司（下称“台积电南京”），下设一座12吋晶圆厂以及一个设计服务中心。晶圆厂规划的月产能为2万片12吋晶圆，预计于2018年下半年开始生产16纳米制程。
“半导体芯片行业主要由设计和制造两部分组成，制造部分又通常分为晶圆代工和封装测试两个主要环节。”华金证券半导体行业分析师谭志勇表示，代工行业是一个需要大规模资本投入固定资产的行业，而企业的研发技术实力依赖于代工生产的经验积累。虽然大陆的中芯国际以及华虹半导体稳定维持在全球晶圆代工市场销售收入的前十位，但是行业整体被台积电垄断状况依然非常明显。
据了解，上述台积电独资30亿美元所设南京晶圆厂，是台湾半导体业12吋厂首次独资登大陆，也是台湾历年来对大陆最大的单一投资案。据预计，随着台积电南京的成立，到2018年台积电的全球市场占有率将由目前的55%提高至57%，在大陆市场占有率将由46%提升至近50%。
一位南京某政府部门人士告诉记者，南京为此项目专门成立了一个工作小组，由一个副市长带队专门负责，而台积电晶圆厂定在浦口区桥林新城，土地平整已完成。不过设计服务中心地址目前还未定，南京各开发区都在努力争取设计服务中心能在他们区内落户。
12吋厂兴建风潮
此前，世界半导体三强中的英特尔和三星已在大陆布局，分别在大连和西安兴建月产能5.2万片和10万片的12吋晶圆厂。据了解，晶圆尺吋越大，意味着单片晶圆能够切割出的芯片越多，芯片成本也就越低，而12吋晶圆是目前国际主流。相比之下，台积电在投资上述南京厂前，大陆地区只在上海拥有一个月产能约10-11万片的8吋晶圆厂。
“近年来，大陆半导体市场增长迅速。”台积电董事长张忠谋表示，此次通过在南京市建立12英吋晶圆厂和设计服务中心，就是为了就近协助客户，“同时也有助于我们进一步拓展在大陆的商机。我们希望能加强与客户的合作，进一步扩大我们在大陆的市场份额。”
除了上述世界半导体三强外，韩国SK海力士也已在无锡设立了12吋晶圆厂，月产能为13万片；另两家台湾企业也先后在大陆布局，台湾力晶集团以合资方式在安徽合肥市设立了月产能4万片的12吋晶圆厂，联华电子股份有限公司则是在并购苏州和舰月产能约6-7万片的8吋晶圆厂之后，在厦门合资兴建了12吋晶圆厂。
大陆本土企业也是不甘落后。中芯国际目前共有3座8吋晶圆厂，在武汉和北京建成的12吋晶圆厂月产能分别为6万片和5万片，北京厂准备扩建；华力微电子12英吋晶圆厂月产能达3.5万片，还拟建新的12吋晶圆厂；紫光集团在三月置顶投资计划，准备在深圳兴建12吋晶圆厂，预计2019年量产；3月28日，武汉新芯自建12吋晶圆厂动工，至少会建设2座12英吋晶圆厂，最终产能高达20万片晶圆/每月。
浙商证券分析师杨云认为，目前大陆在核心器件的芯片制造上所占比重还相对较低，要落后于台湾和韩国（各占20%左右）。而全球半导体产业正向大陆转移，台积电、联电、力晶等大厂正纷纷来华建厂，国内晶圆制造厂商也不断地陆续扩产，未来外资与内资产能有望平分市场，大陆半导体制造的市占率会迅速提升。
“说白了，大家看重的就是大陆广阔的消费市场。但本土芯片企业与外资在技术上存在不小的差距，尤其是台积电南京厂拥有16nm工艺。”江苏一位资深半导体行业人士指出，要真正实现进口替代，技术的提升和人才的培养很重要，不能光追求量，否则很容易陷入规模大但整体利润下滑的困境。