TSMC plans to invest US$3 billion to set up a fab to lay out the mainland China market
Following the pace of international giants such as Intel and Samsung, TSMC, Taiwan's largest fab, announced that it plans to invest US$3 billion in a 12-inch wafer fab in Nanjing, Jiangsu. Some electronics industry analysts said in an interview that this is an important layout of TSMC's mainland China market, and will also drive upstream and downstream supporting industries to form a multi-billion dollar multiplier effect. Among them, semiconductor materials and equipment-end listed companies are expected to benefit. . Card market TSMC's investment this time, the industry has long expected, in July there are rumors of the company's inspections across the mainland, this time announced the investment of 3 billion US dollars to build a 12-inch wafer fab, initial capacity planning of 20,000 pieces / month, is expected to begin in 2018 Production of 16 nanometer advanced process products. "This is expected to become TSMC's largest investment outside Taiwan." Gu Wenjun, chief analyst of Xinmou Semiconductor, said that from the technical level and investment model, the quality is good. Guo Jin Securities electronics industry analyst Luo Yuansi said that the current technology is advanced, SMIC's 28nm process has just begun mass production climbing, even if compared to 3 years after Taiwan has mass-produced 10 nanometer technology, the mainland 16 Nano is still an advanced process that can take orders from international customers. Unlike another Taiwanese wafer giant Taipower, which was established in Xiamen, the TSMC chose to be wholly-owned. The aforementioned analyst pointed out that the investment cost is actually lower than expected. On the one hand, sole proprietorship can strengthen control, and temporarily do not have to worry about technology outflows. Taiwan will also assign commissioners to settle in; on the other hand, they will enjoy some factory concessions. The equipment comes from existing equipment in Taiwan. The 20,000-piece/month capacity accounted for a limited total production capacity of TSMC, and its card position in the mainland market is more significant. Zhang Zhongmou, chairman of TSMC, said in a statement: "In recent years, the mainland semiconductor market has grown rapidly. In order to assist customers and further increase business opportunities, the company decided to set up a 12-inch fab and design service center in the mainland." Gu Wenjun said that TSMC is The mainland built a 16-nanometer production line, which can serve mainland customers on the spot, which is conducive to its competition with Intel and Samsung. According to reports, TSMC's sales in the mainland have surpassed Japan and Europe. Huawei HiSilicon and Spreadtrum are its strategic customers, while competitors such as Samsung, Intel and Taiwan Unicom are among the top in the mainland. Multiplier effect For the wafer giants such as TSMC to land, the industry's overcapacity has revived, and the industrial multiplier effect has attracted much attention. Luo Yuansi pointed out that the current capital of 3 billion US dollars is expected to drive the growth of upstream and downstream industries by at least 30 billion US dollars, and semiconductor materials and equipment are also expected to benefit. According to statistics from the International Semiconductor Industry Association, the global semiconductor manufacturing equipment turnover in the third quarter of 2015 reached US$9.6 billion, up 9% year-on-year. Among them, Taiwan ranked first with US$2.85 billion, and mainland China’s turnover reached US$1.7 billion, up 78% year-on-year. %, rushed to second place from the fifth place in the last quarter. "This investment in TSMC is expected to make progress in the localization of semiconductor equipment and materials." Gu Wenjun said that some materials and equipment companies have already invested in wafer production such as TSMC and SMIC. Among the listed companies, Shanghai Xinyang said that the former wafer process chemicals will become the company's current main profit growth point, and it is expected to maintain a growth rate of more than 100% in the last two years. At present, some of the company's electroplating fluid products have been sold to customers such as SMIC, Wuxi Hynix Semiconductor and Shanghai Huali Microelectronics. In addition, Shanghai Xinsheng, a joint venture between Shanghai Xinyang and Xingsen Technology, has already reached an intentional cooperation with Shanghai Huali Microelectronics Co., Ltd. and SMIC. The 300mm large silicon wafer project to be approved for investment will be purchased after mass production. In terms of equipment, Zhongwei Semiconductor's etching machine has been used by many foundries such as SMIC and TSMC. In addition, Beijing Kehua Microelectronics' photoresist has also entered the procurement scope of SMIC, Huahong Hongli, Silan Micro, Sanan Optoelectronics and other companies. Zhao Xiaoguang, an analyst at Essence Securities, pointed out in the research report that as the process becomes more and more precise and the steps are more and more, the use of materials by a single manufacturer is gradually increasing. As a whole, the amount of materials used in the semiconductor industry will continue to increase. The localization space of upstream materials is also extremely impressive. Nanda Optoelectronics, Xingsen Technology and Shanghai Xinyang will all benefit from it. A modern Gel Battery (also known as a gel cell) is a VRLA battery with a gelified electrolyte; the sulfuric acid is mixed with fumed silica, which makes the resulting mass gel like and immobile. Unlike a flooded wet cell lead-acid battery, these batteries do not need to be kept upright. 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