SMIC responded to rumors of joint plant construction with Huawei

Scan the QR code with wechat and share it with friends and circles of friends [text / observer network Lv Dong] Huawei recently set up a precision manufacturing company, which has aroused heated discussion. Although Huawei said that the new company did not produce chips, Taiwan media reported that Huawei would build a factory with SMIC south, a subsidiary of SMIC international, and then transform it into an IDM model integrating chip design, manufacturing and sealing and testing in response to this rumor, SMIC replied on the investor interaction platform "SSE E interaction" on January 6 that the semiconductor industry received high attention from many parties and more information from various channels. The announcements and press conferences to be issued by the company shall be subject to the official channels. In principle, the company will not respond to various other media rumors verified by investors in E interaction screenshot of SSE E interaction rumors of Huawei's cooperation with SMIC in building a factory came out at the end of last month. At that time, a number of Taiwan media reported that Huawei planned to build a wafer factory in Shenzhen with SMIC south, and even found TSMC supply chain for cooperation, so as to shorten the construction time and quickly enter mass production. Industry insiders on the island even revealed that Huawei's initial plant construction fund was about US $10 billion screenshot of Taiwan media report but this statement was soon questioned. First of all, from the perspective of equity structure, in addition to SMIC international and national large fund, the main shareholders of SMIC south also have Shanghai integrated circuit industry investment fund with the participation of national large fund. In the view of the industry, the projects invested by Shanghai local industry fund are difficult to invest and build factories in Shenzhen. Secondly, the United States has been upgrading HUAWEI sanctions in recent years, and intends to block HUAWEI's access to chips. The South China core is the Chinese mainland's first FinFET process line, and the main carrier platform for SMIC's 14 nanometer and below advanced technology research and development and mass production. If the United States finds that the two sides cooperate to build factories, it is bound to stimulate the sensitive nerves of the United States and attract more pressure source of ownership structure of SMIC South: SMIC's A-share prospectus at present, the most important thing for SMIC should seize the opportunity of global core shortage and expand production capacity as soon as possible. Even if it is a mature process, there is a considerable shortage in the market. On January 6, SMIC revealed that after the company was included in the list of U.S. entities, according to the provisions of the U.S. export control regulations, suppliers can supply the company with items governed by the export control regulations after obtaining the export license from relevant U.S. departments. At present, SMIC's production continuity has been basically stable, and new plant construction projects in Beijing, Shenzhen and Shanghai have been announced one after another interactive screenshot of SSE e on January 5, the Management Committee of Shanghai Lingang New Area issued a document saying that the highly concerned SMIC international Lingang base has been successfully started in the new area, the machines on the project site are roaring and in full swing, and at least 1000 piles have been driven every day so far. From the start of the project last year to the completion of land delisting, it took only 190 days; Less than a month after the acquisition of land, the project started to refresh the new speed of the landing of major projects in the new port area in September 2021, SMIC announced that it had signed a cooperation framework agreement with Shanghai Port Management Committee and would establish a joint venture to plan and build a 12 inch wafer foundry production line with a capacity of 100000 pieces / month. According to the announcement, the joint venture will focus on providing IC wafer foundry and technical services with technology nodes of 28nm and above. The planned investment of the project is about US $8.87 billion, and the registered capital of the joint venture is proposed to be US $5.5 billion. The proposed contribution ratio of SMIC International shall not be less than 51%, and that of the investor designated by the Shanghai Municipal People's Government shall not exceed 25%

Shanghai port WeChat screenshot

, the largest foundry factory in Chinese mainland, has been questioned by many times, despite the fact that SMIC has revealed many times that it will try to ensure continuity and continuous expansion of production capacity. There are still many doubts about the company, including equipment imports, human brain drain, future global overcapacity and management turbulence. Affected by these factors, SMIC's A-share price has fallen by 30% since August last year, and Hong Kong shares have fallen by more than 40% screenshot of SSE E interaction on January 6, SMIC also responded to external queries one by one on the "SSE E interaction" platform: I. after SMIC was included in the list of U.S. entities, according to the provisions of the U.S. export control regulations, After obtaining the export license from the relevant U.S. authorities, the supplier supplies the company with items subject to the export control regulations. On the whole, the company's production expansion progress in 2021 was achieved as scheduled II. In recent years, the integrated circuit market has developed vigorously, and a certain talent flow is a normal phenomenon. SMIC's talents are favored by companies in the industry. After 20 years of development, the company has trained an experienced R & D, operation and management team. In the past year, it has also taken multiple measures such as equity incentive to retain and attract talents. The company welcomes people with lofty ideals at home and abroad to join SMIC III. The IC industry is cyclical. At the same time, the industrial form has changed in recent years. The demand for local and local manufacturing has spawned local product markets such as high-end simulation, display driver, micro control unit and image chip, but the gap of local manufacturing capacity is still huge. The level of gross profit margin is closely related to many factors such as industry supply and demand, depreciation, raw material cost and so on IV. the current management of the company has rich industry experience and is a management team with core competitiveness. Since last year, facing the complex external environment, the company has worked together to overcome various difficulties, and the sales revenue in 2021 is expected to increase significantly year-on-year screenshot of SSE E interaction

2023-03-22 10:04:47

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