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Could China Take the Lead in Installed 300mm Capacity?SemiWiki - Scotten JonesFeb. 20, 2017 |
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.
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