Over the next three years, 62 new semiconductor production lines will be added worldwide, with China accounting for 26 of them.

With policy guidance and financial support from the National Integrated Circuit Industry Fund and local government industrial funds, several integrated circuit projects were successively launched across China in 2016. According to SEMI’s forecast, between 2017 and 2020, the world will see the addition of 62 new semiconductor production lines, of which 26—accounting for 42%—will be located in mainland China. According to incomplete statistics, China currently has 15 newly commissioned production lines (including expansion projects for existing lines), which are scheduled to be completed and put into operation one after another starting in 2018. It is understood that the semiconductor industry chain encompasses chip design, wafer fabrication, packaging, as well as equipment and materials. Since the second half of last year, demand for memory chips...

With policy guidance and financial support from the National Integrated Circuit Industry Fund and local government industrial funds, 2016 Multiple integrated circuit projects have been successively launched across China this year. SEMI It is expected that, 2017-2020 In the coming years, the world will see the addition of new semiconductor production lines. 62 条, among which 26 The number of newly added production lines in mainland China, accounting for... 42 %. According to incomplete statistics, the number of production lines currently being expanded in China is: 15 The item (including the existing production line expansion project) will be... 2018 They were completed and put into operation successively throughout the year. It is understood that the semiconductor industry chain includes chip design, wafer fabrication, packaging, as well as equipment and materials. Since the second half of last year, memory chips... NAND Flash A sharp rise is driving up industry prices. Among them, Micron... NAND Flash 64GB MLC The particle increase exceeds 25 %, consumer-related NAND Flash The price index increase has doubled. DDR3 The increase is 58 %.

Over the past few years, the newly added semiconductor production capacity in China has primarily come from foreign-invested companies building and expanding their facilities in China. Among domestic Chinese manufacturers, only SMIC has been a major player. Domestic equipment manufacturers started relatively late and still lag behind in terms of technology, making it difficult for them to join the supply chains of major international firms. However, as technology continues to improve—for instance, Northern Hi-Tech is now capable of supplying production lines for China’s leading chip manufacturers. baseline Machines. Under the policy guidance aimed at “domesticating equipment,” domestically produced equipment will gain more opportunities to enter local chip production lines. 2017-2020 In the past year, China’s newly added semiconductor production capacity has primarily come from domestic chip manufacturers. Under conditions where relevant technologies are met, domestically produced equipment has gained a relative competitive edge, leaving substantial room for performance growth. As domestic production lines are gradually constructed and put into operation, companies specializing in semiconductor equipment and facility planning will be among the first to benefit. Meanwhile, once the new production capacity comes online, China... 12 Inch and a half 8 Wafer fabrication capacity has increased significantly, leading to a noticeable rise in demand for back-end packaging and testing.

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