Could China Take the Lead in Installed 300mm Capacity?

By SemiWiki

February 20, 2017

China buys more than half of the semiconductors manufactured in the world and yet only produces less the 10% of their own demand. Recently there have been a lot of announcements out of China about large scale investments in semiconductor manufacturing. The Chinese government for example has announced plans to invest $161 billion dollars over ten years in semiconductor manufacturing.

In terms of specific announcements Tsinghua Unigroup has the most ambitious plans. Tsinghua Unigroup has announced plans to invest $28 billion dollars in a 500,000 wafer per month foundry fab, $24 billion dollars for a 300,000 wafer per month 3D NAND Fab for their XMC subsidiary and also has plans for a $30 billion dollar investment in a 300,000 wafers per month memory fab. GLOBALFOUNDRIES has partnered with the Government of Chengdu on a $10 billion dollar foundry fab we project will produce >60,000 wafer per month including GLOBALFOUNDRIES 22FDX FDSOI process. There are several other projects underway or planned as well.

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