As far as the current international semiconductor manufacturing process is mature, 65nm should be a recognized demarcation point. After all, those entering the 65nm technology node have been greatly reduced. The Chinese semiconductor manufacturing level represented by SMIC is just completed. 65nm process batch production, another Huali Micro 65nm production line is still under construction. The latest international semiconductor technology has been advancing to 32/28nm.
In fact, China's semiconductor manufacturing process is not in the rhythm of the Moore's Law, but in the development of the Wassenaar Arrangement. It is always lagging behind the latest technology 1-2 generation process node, which is our own no advanced process development. Capability, the IC design side does not have the latest process requirements, and it does not have the equipment, material development capabilities determined.
In fiscal year 2010, SMIC ended its history of sustained losses for five years after the company’s IPO. Wang Ningguo said that the first five years of SMIC will be to become a continuously growing international integrated circuit processing and manufacturing company in China, and the second is to benefit from the development of China's semiconductor industry chain, and at the same time assist China in building an integrated circuit industrial chain. It is reported that among the top 10 SMIC customers, Chinese domestic companies have already accounted for 50%, and the contribution rate to the company's business has increased from 21% in 2009 to 32%.
The most telling problem is that Wang Ningguo believes that “the next three years are a key year for SMIC, and SMIC must achieve 65/55 nm production volume production from 2010 to 2011 and 45/40 nm from 2011 to 2012. The small-scale production of the process, and the 32- to 28-nanometer manufacturing process from 2013 to 2014 must begin mass production, so that we can achieve a gap of about 18 months from the world's advanced level.†The pace of development of this process, Also not exceeding the upper limit set by Wassenaar Arrangement, SMIC must face reality.
New equipment vendors are listed and most of the key targets are aimed at North America and the surrounding areas of China. Huang Junrong, general manager of DEK Greater China, believes that in Asia's semiconductor market, Japan, South Korea, and Taiwan are relatively high-end, and the gap caused by the Japanese earthquake will naturally shift to South Korea and Taiwan. China is not yet the first in advanced technology. Place of application.
From the positioning of the Foundry industry to the needs of the Chinese market, we also see that mature technology is the realistic choice in China. Raj Kumar, general manager of GLOBAL FOUNDRIES' 200mm process, believes that more and more IDM companies will switch to light wafer or fabless business models in the future. This is the driving force behind the development of Foundry. Although 200mm technology is mature technology, it is very optimistic about its growth: First, the existing 5-inch and 6-inch production capacity will gradually turn to 200-mm wafers, which is an important trend. In addition, among the current 200-mm production capacity, IDM owns about 50% of its fabs, but after these IDM fab's production capacity will be outsourced, so this is also the second important reason to promote 200-mm capacity growth. .
MaySu, vice president of product marketing for Crossing Automation, said, “Based on the cost advantage of 200mm fab capital investment, many manufacturers now expect to use standard mechanized interfaces for existing tool systems. Crossing Automation’s solution The solution can be used to apply the standard mechanized interface to open wafer tools, enabling a wide range of 200mm devices to bring the advantages of standard mechanized interfaces to fabs."
In terms of market demand, Xu Mei said that of the 72 production lines that were shut down in 2010, 52 were 150mm lines, and about 99% of the existing 200mm production lines needed SMIF service plans.
For example, TI's Chengdu 200mm production line will require about 600 products at a time, so the market demand will continue to be strong in the next few years.
The Chinese mainland fab has already mastered the operation of the 200mm production line. According to reports, the new chief executive of the 200mm operation center of SMIC is from Taiwan's semiconductor industry. He spent the last year stabilizing the 200mm operating team, and on this basis, achieved a number of economic and technical indicators have reached the world-class 200mm At the production line level, the cost of masks per layer of 0.13 micron technology node has reached the world level for three consecutive quarters. The SMIC Tianjin Plant, a person who does not have any overseas study background, is the director of the plant and has made the Tianjin Plant rank the No. 1 Foundry Factory in the world for three consecutive quarters by key customers.
However, the 200mm production line must win with its unique process capability. RajKumar said, “There are many companies with 200 mm production lines in the world, but there are not many companies that can do MEMS, so we very much hope to expand our leading edge in such a market.†RajKumar said that although we are in 200 mm MEMS There are also many competitors in this area, but there are few to say that they can really achieve the level of automotive electronics.
It is reported that in China, GLOBAL FOUNDRIES hopes to be able to have more Chinese users in high-end applications in the value-added market, that is, mature nodes. Power management and RFID will be the main businesses of GLOBAL FOUNDRIES. “Green, energy-saving technologies, and application-oriented process technologies are the development directions of GF in China in the future,†said Raj Kumar.
In fact, China's semiconductor manufacturing process is not in the rhythm of the Moore's Law, but in the development of the Wassenaar Arrangement. It is always lagging behind the latest technology 1-2 generation process node, which is our own no advanced process development. Capability, the IC design side does not have the latest process requirements, and it does not have the equipment, material development capabilities determined.
In fiscal year 2010, SMIC ended its history of sustained losses for five years after the company’s IPO. Wang Ningguo said that the first five years of SMIC will be to become a continuously growing international integrated circuit processing and manufacturing company in China, and the second is to benefit from the development of China's semiconductor industry chain, and at the same time assist China in building an integrated circuit industrial chain. It is reported that among the top 10 SMIC customers, Chinese domestic companies have already accounted for 50%, and the contribution rate to the company's business has increased from 21% in 2009 to 32%.
The most telling problem is that Wang Ningguo believes that “the next three years are a key year for SMIC, and SMIC must achieve 65/55 nm production volume production from 2010 to 2011 and 45/40 nm from 2011 to 2012. The small-scale production of the process, and the 32- to 28-nanometer manufacturing process from 2013 to 2014 must begin mass production, so that we can achieve a gap of about 18 months from the world's advanced level.†The pace of development of this process, Also not exceeding the upper limit set by Wassenaar Arrangement, SMIC must face reality.
New equipment vendors are listed and most of the key targets are aimed at North America and the surrounding areas of China. Huang Junrong, general manager of DEK Greater China, believes that in Asia's semiconductor market, Japan, South Korea, and Taiwan are relatively high-end, and the gap caused by the Japanese earthquake will naturally shift to South Korea and Taiwan. China is not yet the first in advanced technology. Place of application.
From the positioning of the Foundry industry to the needs of the Chinese market, we also see that mature technology is the realistic choice in China. Raj Kumar, general manager of GLOBAL FOUNDRIES' 200mm process, believes that more and more IDM companies will switch to light wafer or fabless business models in the future. This is the driving force behind the development of Foundry. Although 200mm technology is mature technology, it is very optimistic about its growth: First, the existing 5-inch and 6-inch production capacity will gradually turn to 200-mm wafers, which is an important trend. In addition, among the current 200-mm production capacity, IDM owns about 50% of its fabs, but after these IDM fab's production capacity will be outsourced, so this is also the second important reason to promote 200-mm capacity growth. .
MaySu, vice president of product marketing for Crossing Automation, said, “Based on the cost advantage of 200mm fab capital investment, many manufacturers now expect to use standard mechanized interfaces for existing tool systems. Crossing Automation’s solution The solution can be used to apply the standard mechanized interface to open wafer tools, enabling a wide range of 200mm devices to bring the advantages of standard mechanized interfaces to fabs."
In terms of market demand, Xu Mei said that of the 72 production lines that were shut down in 2010, 52 were 150mm lines, and about 99% of the existing 200mm production lines needed SMIF service plans.
For example, TI's Chengdu 200mm production line will require about 600 products at a time, so the market demand will continue to be strong in the next few years.
The Chinese mainland fab has already mastered the operation of the 200mm production line. According to reports, the new chief executive of the 200mm operation center of SMIC is from Taiwan's semiconductor industry. He spent the last year stabilizing the 200mm operating team, and on this basis, achieved a number of economic and technical indicators have reached the world-class 200mm At the production line level, the cost of masks per layer of 0.13 micron technology node has reached the world level for three consecutive quarters. The SMIC Tianjin Plant, a person who does not have any overseas study background, is the director of the plant and has made the Tianjin Plant rank the No. 1 Foundry Factory in the world for three consecutive quarters by key customers.
However, the 200mm production line must win with its unique process capability. RajKumar said, “There are many companies with 200 mm production lines in the world, but there are not many companies that can do MEMS, so we very much hope to expand our leading edge in such a market.†RajKumar said that although we are in 200 mm MEMS There are also many competitors in this area, but there are few to say that they can really achieve the level of automotive electronics.
It is reported that in China, GLOBAL FOUNDRIES hopes to be able to have more Chinese users in high-end applications in the value-added market, that is, mature nodes. Power management and RFID will be the main businesses of GLOBAL FOUNDRIES. “Green, energy-saving technologies, and application-oriented process technologies are the development directions of GF in China in the future,†said Raj Kumar.