New Trends of Semiconductor Industry Projects
On August 18, Yuexin Semiconductor Phase III Project with a total investment of 16.25 billion yuan was launched in the Sino Singapore Guangzhou Knowledge City. Yuexin Semiconductor plans to invest 16.25 billion yuan to build a new 12 inch integrated circuit simulation characteristic process production line with a capacity of 40000 pieces/month, mainly aiming at industrial car size chips... For details, please click the "16.25 billion Yuexin Semiconductor Phase III Project Launched," Guangdong Strong Core "Project Accelerated"
In addition to Yuexin Semiconductor, several semiconductor projects have witnessed new progress recently.
On August 16, the project of the third generation semiconductor module sealing, testing and manufacturing base of Honeycomb E-Creation under the Great Wall was settled in Xishan Economic and Technological Development Zone, with a planned investment of 800 million yuan; On August 15, the complete wafer transmission equipment module and key parts project was signed and settled in Zhejiang Haining Economic Development Zone. The project is invested and constructed by Guona Semiconductor with a total investment of 230 million yuan; Boyang Chemical Semiconductor and Optical Special Electronic Materials Project was signed and settled in Anhui Tongling Economic and Technological Development Zone.
In addition, according to the Zhuhai Special Administrative Region Daily, recently, He Yicheng, the Chief Executive of the Macao Special Administrative Region Government, revealed at the Legislative Council of the Macao Special Administrative Region that there have been large-scale semiconductor projects supported by the state in cooperation zones recently, with an initial estimated investment of more than 40 billion yuan.
Some chip prices "avalanche"
According to the CCTV Finance and Economics Report, although the problem of chip shortage has improved since this year compared with last year, the supply of chips in some fields is still tight. In view of the new changes in the chip market, some enterprises are expanding their production capacity, while others are transforming to a new track.
Industry insiders said that the market of supply and demand mismatch made chip supply tight in the fields of automobile, industrial automation, AI big data, etc. Since this year, the market price of consumer electronic control chips has also continued to decline, from a high of 100 yuan to double-digit.
The chip market has begun to diverge, but at present, countries are still continuing to improve chip production capacity, chip enterprises have also developed production expansion plans, and the crazy influx of capital from all walks of life has increased the market's concern about future chip overcapacity.
Sichuan power failure may affect semiconductor enterprises
On August 15, the Department of Economy and Information Technology of Sichuan Province and State Grid Sichuan Electric Power Company jointly issued the Emergency Notice on Expanding the Implementation Scope of Power Transfer by Industrial Enterprises to the People.
According to the Emergency Notice, from August 15, we will cancel the response to the demand for active peak avoidance, expand the implementation scope of industrial enterprises in 19 cities (prefectures) across the province (except Panzhihua and Liangshan) to make electricity available to the people, and implement full production shutdown (except for security loads) for all industrial power users (including white list key guarantee enterprises) in the orderly power use plan of Sichuan Power Grid, and take a high temperature holiday to make electricity available to the people, from 00:00 on August 15 to 24:00 on August 20, 2022.
Some media reported yesterday evening that more than 50 semiconductor enterprises in Sichuan have received the notice of power outage due to the tight power supply. At present, Sichuan has preliminarily formed a complete integrated circuit industry chain, including IC design, wafer manufacturing, packaging and testing.
Samsung keeps getting new news
According to media reports, insiders said that Samsung has lowered the price of 4Gb DDR4 chips, which is also considered as a strategic measure to accelerate the company's transformation from DDR3 to DDR4. The source said that Samsung continued to reduce its DDR3 chip output, while providing higher cost performance DDR4 chip prices to attract applications that still need DDR3 memory, such as consumer electronics orders.
In addition, in recent days, Samsung has received constant news in the field of semiconductor manufacturing process and NAND Flash.
According to South Korean media infostockdaily, Samsung is expanding its production of 4nm with a significant increase in yield. It is estimated that in the fourth quarter of this year, it will increase the production capacity of 20000 pieces per month. As for relevant information, Samsung said that it could not confirm the increase of production and investment.
South Korean media BusinessKorea reported that Samsung will release 236 layers of stacked NAND Flash flash memory products this year, and plans to open a new research and development center this month to be responsible for the research and development of more advanced NAND Flash products. Current memory manufacturers continue to increase the number of NAND Flash stack layers for higher efficiency.
Source of cover picture: Paixin