Could China Take the Lead in Installed 300mm Capacity?
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.
To read the full article, click here
Related Semiconductor IP
Related Blogs
- Lead Times Up, Inventories Low, Double-Ordering Rife, Capacity Strained
- How Long Does it Take to Go From a Muddy Field to Full 28nm Capacity?
- China Startup's Take on Trade War
- The Future of Technology: Generative AI in China
Latest Blogs
- Designing for What Comes Next in AI
- Secure boot on Efinix Titanium Ti60: Getting started with KiviBoot-Tiny
- How Long Does It Take to Port a New AI Model? Minutes Now, and Falling
- PCI Express Security and TEE Integration, Part 1 - Establishing Trust
- World Models at the Edge, in Real Time: V-JEPA 2.1 on the Quadric GPNPU