SMIC's new factory in Shenzhen, more details revealed
Latest update time：2021-10-27 21:24
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At the beginning of this year, SMIC issued a voluntary announcement. The announcement pointed out that the company signed a cooperation framework agreement agreed by the Shenzhen government on March 12, 2021 as of the date of this announcement. According to the cooperation framework agreement, the company and the Shenzhen government (through Shenzhen Reinvestment Group) (among other things) intend to carry out project development and operation through SMIC Shenzhen in the form of a proposed investment.
The announcement stated that according to the plan, SMIC Shenzhen will carry out the development and operation of the project, focusing on the production of 28 nanometers and above integrated circuits and providing technical services, aiming to achieve an eventual monthly production capacity of approximately 40,000 12-inch wafers. Production is expected to begin in 2022.
From the announcement, it can be seen that after the final agreement is signed, the new investment amount of the project is estimated to be US$2.35 billion. The actual investment amount of each party will be determined based on the evaluation of SMIC Shenzhen by a third-party professional company. It is expected that after the proposed investment is completed, SMIC Shenzhen will be owned by the company and Shenzhen Reinvestment Group with approximately 55% and no more than 23% equity respectively. SMIC stated that the company and the Shenzhen government will jointly promote other third-party investors to complete the remaining investment.
In the announcement, SMIC also emphasized that the company and the Shenzhen government have agreed to conduct sincere consultations to sign a final agreement on the proposed capital contribution and specific support matters.
Recently, the Pingshan District Investment Promotion Service Bureau issued a "Public Notice on the Selection Plan for the 12-inch Wafer Foundry Production Line Supporting Factory Building Project", in which they disclosed more details of SMIC's new factory in Shenzhen.
The public notice first pointed out the necessity of building this factory. They pointed out that integrated circuits are the foundation and driving force for the rapid development of today's information technology industry. They have been highly penetrated and integrated into every field of national economic and social development. Their technical level and development scale have become one of the important indicators of a country's industrial competitiveness and comprehensive national strength. my country has always attached great importance to the development of the integrated circuit industry. The "National Integrated Circuit Industry Development Promotion Outline" proposes to "accelerate the development of the integrated circuit manufacturing industry, continue to promote the construction of advanced production lines" and "speed up the construction of 32/28nm chip production lines." The National "14th Five-Year Plan" outline proposes to "target cutting-edge fields such as integrated circuits and implement a number of forward-looking and strategic national major scientific and technological projects." The "Outline of the Development Plan for the Guangdong-Hong Kong-Macao Greater Bay Area" proposes to "focus on key areas such as high-performance integrated circuits and their key links, and implement a number of strategic emerging industry major projects."
At present, Shenzhen is in the leading position in China in terms of the scale and technology level of the integrated circuit design industry, but the integrated circuit manufacturing industry chain is relatively weak. Compared with cities such as Beijing and Shanghai, Shenzhen currently has fewer integrated circuit manufacturing companies and smaller scale. Focusing on the construction of 12-inch wafer foundry production lines and vigorously developing integrated circuit manufacturing is not only a need to consolidate and enhance the competitiveness of Shenzhen's integrated circuit industry, but also an important starting point for building a world-class new generation of information technology industry development highland.
At the same time, the feasibility of the plan was also discussed in the public notice. It is worth mentioning that in this part, the specific plan of SMIC's new factory in Shenzhen was also discussed.
Due to the increasing demand in 5G, high-performance computing, artificial intelligence, the Internet of Things, automotive electronics, 3C products, and household appliances, the domestic 12-inch wafer foundry capacity is in short supply. The capacity gap in 2019 is about 102,000 pieces/month, and the capacity gap will further expand by 2024. According to the forecast of professional institutions, the demand for 12-inch wafers of China's chip design companies in 2024 will reach 815,000 pieces/month, of which the demand for wafers corresponding to line widths of 28nm and above is 696,000 pieces/month, and the market demand for 12-inch wafer foundry is strong.
The product of this project is positioned in 12-inch 28nm and above line width display driver chips and power management chips, etc. The industry type, construction content, and development prospects are highly consistent with the positioning and planning of Pingshan District, Shenzhen. The project will build new facilities such as bulk gas stations and chemical warehouses. After completion, it will provide bulk gases such as nitrogen and oxygen used in production, as well as chemicals such as acids and alkalis, and a supporting monthly production capacity of 40,000 12-inch wafers, which will greatly make up for the weak links in Shenzhen's integrated circuit manufacturing industry chain and promote the rapid development of Shenzhen's integrated circuit industry.
"The 12-inch wafer foundry production line is mainly planned to carry out mass production of 55nm high-voltage large-screen driver, 0.15μm power driver and 40/28nm high-voltage large-screen driver chips, with display driver, image sensor and power management products as the entry point, and reserve compatibility for other types of products. The company has product technology and independent intellectual property rights, and its product yield is at the advanced level in the industry." The announcement emphasized.
To this end, for this project, the local area will build supporting facilities such as bulk gas stations and chemical warehouses required for the 12-inch wafer foundry production line. The total construction area is about 69,410 square meters.
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