The US government's measures to sanction Huawei have not stopped because of the raging new coronavirus (COVID-19, commonly known as Wuhan pneumonia).
It's been rumored since February that the government will introduce brand new regulations at the "De Minimis Principle." The track principle means that america restricts the way to obtain services or items to Tiongkok from other countries, and requires the proportion of United states technology content should be revised from the original 25% to 10%. Although just the sound of stairs continues to be heard, it has been documented that Huawei will part of the 14-nanometer The production was moved from TSMC to SMIC.
Huawei transfer order? TSMC: The discuss gained is more dazzling than the reduction. Since Huawei has always been an important client of TSMC, will this move order impact on TSMC? The solution is actually simply no.
In addition to President Wei Zhejia's company response to legal persons on the 16th law conference, TSMC's market reveal gains are more impressive than the lost market reveal. As a result, although SMIC is really a respectable challenger and happens to be quite active, TSMC's performance is still outstanding.
Wei Zhejia mentioned that weighed against the market discuss that customers lost through the transfer of purchases, TSMC is a lot more impressive in terms of market discuss. Jian Yongchang is definitely understood that the united states technology articles of TSMC's 14nm is indeed higher than 10%, but the advanced manufacturing procedure (such as for example 7nm, etc.) is based on the current micro-principle. Thus, Huawei can still continue to location orders with TSMC. It did not cause a substantial impact.
Taiwan Economic Analysis Institute analyst Liu Peizhen stated that by the finish of 2019, Huawei accounted for about 13-15% of TSMC's income, and the area of the transfer purchase to SMIC may just account for 1-3% from it. She thinks that Huawei HiSilicon is within the transfer order. For TSMC's activities, the declarative significance is greater than the substantive influence.
However, by suppressing Huawei, gets the US government really won a big victory?
Forced to cultivate up overnight, China's semiconductor business attacked at complete speed, "A Book Knows the Chip Business" author Xie Zhifeng as soon as stated that the trade war will speed up the technological design of various nations, including the US government's sanctions on Huawei, and will accelerate China's semiconductor business. Growth; or Korean memory raw materials following the Japan-South Korea business war, may also reduce dependence on Japan.
Liu Peizhen also added that this warning taken to Chinese companies following the Sino-US trade war is that the autonomy from the chip supply string must be recognized. For a while, it will positively de-beautify and begin the spare tire plan. Within the medium and long term, it'll be moving in the path of independent control and strengthening innovation.
Liu Peizhen thinks that the caution to Chinese businesses following the Sino-US trade battle would be that the autonomy from the chip supply chain must be realized. Liu Peizhen provided that even Huawei's chairman Xu Zhijun managed to get clear on the lecture last 30 days that even if Huawei is currently unable to produce chips due to the escalation of sanctions, it is believed that lots of Chinese chip businesses will be suffering from this influx.
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The foundry's direct mature process is based on the current SMIC technology. It generally does not concentrate on the advanced procedure for TSMC and Samsung, but focuses on the development of mature process technologies. The 14nm using the first-generation FinFET structures has moved into a phase of small-volume production. The 2019 monetary report demonstrates it has added about 1% of the fourth-quarter income, but its real volume will appear by the end of 2020 and December Enter the manufacturing capability of 15,000 items; furthermore, the N+1 from the second-generation FinFET architecture is also in the schedule, which is expected to see small-volume manufacturing by the end of this yr. In 2020, SMIC's funds expenditure for your year will increase to US$3.1 billion (about NT$90.3 billion).
With regards to chip technologies, SMIC has entered mass creation of 14nm, and the next-generation N+1 procedure is also likely to enter small mass production by the finish of 2020; as for the Yangtze River Storage space section, it has also announced 128-coating 3D NAND. Expensive memory is following in the footsteps of worldwide manufacturers such as for example Samsung and Micron. shutterstock Furthermore, compared with Samsung, Hynix and also Micron along with other memory manufacturers within the technical rate, the Chinese memory manufacturer Yangtze Memory is still liberating 128-layer QLC 3D NAND display chips as planned, and it is expected to get into mass creation in the 3rd quarter. . TrendForce feels that this will bring a more intensive image to the NAND Flash market in 2021. By then, YMTC estimations that it will account for about 8% of the entire NAND Flash market.
The rise of Chinese semiconductors could cause Taiwanese manufacturers to worry about the united states government's suppression of Huawei, awakening Chinese companies' knowing of technical autonomy, and speeding up the Chinese language government's deployment of the semiconductor industry. Business insiders acquainted with the semiconductor sector have analyzed that the original concern for China's semiconductor market The development could be predicted to be inferior compared to the panel along with other industries, but under the pressure of the US government, it has unexpectedly accelerated the development of Chinese semiconductors, which might disrupt the worldwide semiconductor ecology soon.
For Taiwan's semiconductors, which are mainly foundry, it is even more difficult to stand alone. When Chinese language semiconductors rush to the layout from the "mature process" technology, aside from TSMC, Taiwan will continue steadily to keep up with the moat fortress technically, along with other foundry producers with mature processes may be threatened by accelerated development of Chinese language semiconductors. Shock.
Liu Peizhen thinks that in the short-term, Taiwanese factories can still be favored by Chinese language downstream customers making use of their technological competitive benefits, but in the long run, they must pay special focus on the possible impact of China's de-beautification.
Extended reading: TSMC's profit in the initial quarter hit a record high, but it points to the hidden worries of the semiconductor industry
Editor in charge: Chen Yingxuan