Since the second half of last year, major industries around the world have been faced with a shortage of chips. At the same time, the demand for the entire chip industry is also rising steadily, and semiconductor companies are constantly expanding production and increasing their production capacity.

Especially in terms of mature manufacturing, manufacturers have spared no effort. According to SEMI data, from 2020 to 2024, the global 200mm wafer production capacity is expected to increase by 950,000 wafers, or 17%, to a historical record of 6.6 million wafers per month. new highs.

Mainland China will become the country with the highest production capacity of 8-inch wafers in the world this year, accounting for about 18% of the global production capacity of 8-inch wafers, surpassing Taiwan and Japan, both of which are 16%.

In fact, in the past few years, China has been expanding its chip production. By 2020, it has accounted for 15% of the global chip production capacity, ranking third in the world, second only to Taiwan and South Korea, and higher than the United States. 12%.

Under such circumstances, Wu Hanming, an academician of the Chinese Academy of Engineering, also pointed out that China needs at least 8 existing SMIC production capacity to improve the current chip supply situation, because the demand for Chinese chips is too high.

It is precisely because China’s chip production capacity exceeds that of the United States, which makes the United States nervous. After all, chip manufacturing is the highest threshold and the most critical link in the semiconductor industry. The United States does not want its neck to be stuck in China’s hands in the future, so it must vigorously develop Chip manufacturing has recently proposed a $52 billion plan to revitalize the chip manufacturing industry in the United States.

But at the same time, we must also face up to the composition of the 15% of the production capacity, that is, 60% of the production capacity is actually contributed by foreign capital, and the production capacity of Chinese local enterprises only accounts for less than 40%.

Taking the 2020 data provided by IC Insights as an example, the entire Chinese market produced a total of 22.7 billion US dollars worth of integrated circuits, but of the 22.7 billion US dollars in chips, Chinese local companies only produced 8.3 billion US dollars (accounting for 36% of the 22.7 billion US dollars). .5%), and the rest are contributed by the branches of other major IDMs or foundries in mainland China, such as TSMC, SK Hynix, Samsung, Intel and UMC factories in mainland China.

It can be seen that although my country’s chip manufacturers are doing their best to increase production capacity, the reality is still very severe. As Academician Wu Hanming said, the relationship between supply and demand is still very unbalanced, and the production capacity is still 8 SMIC. The distance, we still need Efforts to increase production capacity, especially the production capacity of local enterprises, what do you think?

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