Author: Jian Yongxiang
Source: United Daily
The United States intends to include SMICs of mainland fabral foundry in China on the list of trade sanctions. Taiwan semiconductor industry analyzes that if the clock is included in the list of negative tables of the entity, its IC design customers are expected to avoid shipping doubts.The transfer to TSMC, UMC, the world's advanced, Liji Power and other Taiwan factories have set off a new wave of transfer, which will become the focus of market attention.
Recently, the production capacity of wafer foundry is in short supply, and UMC and other manufacturers have reported that the price will be increased.With the turning of SMIC customers, the price increase will be increased, especially the price of eight inches of wafer foundry is particularly increased. The actual benefits will be fermented from the fourth quarter to the first quarter of next year.
The U.S. government suspects that SMIC is related to the PLA, considering listing SMIC on the list of trade sanctions and shocking the semiconductor industry.SMIC immediately issued a statement that customers are all over the world such as the United States, Europe and China. Its products and services are used for civilian and commercial use. There is no business behavior involving military applications, which has nothing to do with the mainland military.
According to industry insiders, the United States intends to list SMIC as a list of trade sanctions, in order to completely block Huawei to achieve the development of 5G key chips. However, once SMIC is included in the US trade sanctions, this shot will be the semiconductor industry in the direct China development semiconductor industry.The key.
Yang Ruilin, Research Director of the Institute of Industry and Economic Institute of Industrial and Research Institute, pointed out that SMIC and TSMC are the two manufacturers who are capable of accepting Huawei's Hisilicon Semiconductor chip.Being able to buy other companies chips or commissioned SMIC, but SMIC expands the export ban on Huawei on August 17, covering US semiconductor equipment and design software.Essence
Nowadays, the United States has expanded its strike surface, intending that the target of SMICS sanctions will cause a serious impact on the wafer foundry capacity relying on thousands of mainland IC design companies in the mainland.
He emphasized that if the United States is included in the target of trade sanctions, the self -delay of semiconductors that have worked hard in the mainland in recent years will be delayed, and even IC design and sealing and testing plants will be led.
The semiconductor industry believes that the United States intends to include SMICs in the trade sanction list manufacturer. With the deepening of relevant doubts, it is bound to turn SMIC's customers to TSMC, UMC, World, Gello Fangde, Li Ji Electric, and Dongpu, South Korea.Place orders for foundries.As for Taiwan's IC design industry, most of the foundry is mainly TSMC, UMC and the world, with little impact.
