North Asia's semiconductor power rises, Chinese companies are under increasing pressure


Wafer foundry has long been more than 70% market share is controlled by Taiwan's wafer foundry TSMC and UMC. Singapore Charter and China SMIC are rising stars in recent years, but located in the Asian border region of North Asia Russia, South Asia India's emerging powers cannot be ignored. Recently, the industry has announced that the Russian fab Angstrem's advanced 0.13-micron process technology has been fully established and has been aligned with the CPU giant AMD to license its technology sources. It is worth noting that with the rise of Russia and India, China's semiconductor companies will be able to compete against each other. If they do not break away from price competition, they will face great threats in the future.

The International Semiconductor Equipment and Materials Association (SEMI) held a seminar in Moscow on the 6th. Angstrem chairman Anatoly Sukhoparov said that Angstrem technology partners not only introduced technology, but also assisted in the import of semiconductor equipment. In the future, Angstrem will adopt copper that is indispensable in advanced technology. Process (Cumetal). According to the planning schedule of Angstrem, the plant construction will be completed in June 2008, the process verification will be carried out in the second half of 2008, and the mass production will be completed in 2009. In addition to the basic CMOS process, mixed and non-volatile memory technology products will also be provided.

Angstrem expects the initial production capacity of the 8-inch factory to be about 1.2 to 15,000 pieces, and will challenge the level of 20,000 pieces. The industry is more speculative, Angstrem technology partners should be interested in expanding the super-generation of sub-contracting. At present, for AMD, the 65-nanometer process CPU platform is mainly licensed by Singapore, and the 0.13-micron process belongs to the second generation before the interval. product. However, Angstrem declined to comment on who the partner is.

In addition to Russia, in recent years, India has spared no effort in attracting foreign investment, especially IC design has been second to none, including international manufacturers Intel, AMD, Infineon, Freescale, Philips and Samsung Electronics. The establishment of an IC design center in India, STMicroelectronics (STM) also announced the expansion of IC design base in Noida, India, it is worth noting that the global semiconductor leader Intel Chairman Barrett visited India more than eight times.

In fact, in recent years, wafer foundries in Taiwan have also laid out semiconductor markets in Northeast Asia and Southeast Asia. TSMC has offices in Japan and South Korea in the early years, and then set up offices in Bangalore, which is known as Silicon Valley in India. UMC has an 8-inch fab UMCJ in Japan and a customer service base in Hyderabad Technology Park, India.

Semiconductor companies pointed out that in recent years, including the rise of North Asia's Russian fabs and South Asia's IC design industry, it will bring great pressure to Chinese semiconductor companies. In particular, Chinese semiconductor companies are facing poor profits under the active expansion of production capacity. The heavy burden is not only far behind in the forefront of the wafer fab in Taiwan, but in the face of the trend of chasing troops, the pressure is increasing, and the future should be based on cost and price-oriented thinking, otherwise it will face severe competition.


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