Core manufacturing in Chengdu is completing the last piece of the puzzle

On December 13, according to the Science and Technology Innovation Board Daily, the new entity of the GF Chengdu site, which has been stranded for many years, Huahong Integrated Circuit (Chengdu) Co., Ltd. (referred to as "Huahong Chengdu"), has recently completed its establishment. In its first capital increase, the registered capital increased from 100 million yuan to 22.8 billion yuan , surpassing domestic wafer fabs such as Shanghai Huahong Grace Semiconductor Manufacturing Co., Ltd. and Semiconductor Manufacturing International Corporation (Shanghai) Co., Ltd.

After the capital increase is completed, the proportions of registered capital held by a company, a science and technology industry investment company, and an integrated circuit industry investment fund phase X joint-stock company are approximately 51.32%, 32.89%, and 15.79% respectively.

" Wafer manufacturing is a weak link in Chengdu's integrated circuit industry chain. Huahong Chengdu, which has gathered the three major investors of a company, Chengdu and a fund, will undoubtedly help Chengdu's industry make up for this shortcoming and bring about another boom for the industry. New opportunities . " Li Dan, marketing director of Chengdu Xuanjixingyuan, told Mr. Xin.

Source: China Business News, the gate of Chengdu GF has been replaced with Huahong Chengdu’s logo

Chengdu was called "Jinguan City" in ancient times. Li Bai's "Chengdu blooms in nine days, thousands of households and thousands of doors enter the picture", which describes the prosperous scene of Chengdu; Du Fu's "Looking at the red and wet place at dawn, the flowers are heavy in the official city", fully describes the beautiful poetry of Chengdu.

Thousands of years later, Chengdu, which emerged from ancient poetry, has become an important town in southwest China. The electronic information industry has developed rapidly, becoming its first trillion-level industry. Integrated circuits, as a key supporting part, achieved revenue of 51.6 billion yuan in 2022. , ranking first in the central and western regions, with a year-on-year growth of 17%, and the growth rate is higher than the national level . According to the latest plan, the scale of Chengdu's integrated circuit industry will reach 340 billion yuan by 2035 .

Chengdu's "core" rises up and down the road

In the early days of the founding of the People's Republic of China, Chengdu's industrial base was quite weak. It was nicknamed the "Three and a Half Chimneys", which means that there were only three semi-industrial enterprises: the first was Qiming Electric Lighting Company, the second was the Mint, and the third was It's an arms factory, and half of it is a match factory. Although it is a joking name, it reflects the current situation of Chengdu's industrial development at that time: poor foundation and poor family background.

Fortunately, within a few years, everything turned around. In 1953, the country began to implement the "First Five-Year Plan" and identified Chengdu as one of the three key electronics industry bases in the country . The eastern suburbs of Chengdu became a key area for national industrial investment.

Based on the country's layout, batches of builders, carrying all their belongings and full of great ambitions, crossed the Qinling Mountains, entered Kuimen, left their homes and came to the eastern suburbs of Chengdu, a land that was full of waste and waiting for development. For a time, factories in the eastern suburbs sprung up like mushrooms after a rain. Ten of the 156 key projects aided by the former Soviet Union to China were settled in Chengdu. The red light electronic tube factory that produced China's first black and white picture tube was one of them. .

Since then, Chengdu has bid farewell to the "three and a half chimneys". After the "First Five-Year Plan", "Second Five-Year Plan" and third-line construction, Chengdu has gradually become an important production and R&D base for electronics, instrumentation, aerospace, machinery, aviation precision instruments and national defense military industry in China. , which is the foundation for the development of Chengdu's electronic information industry and also enables Chengdu's electronics industry to take off .

However, with the development of the times and the deepening of reform and opening up, the shortcomings of Chengdu's closed location in the southwest inland began to emerge, and talents, funds and resources began to transfer to coastal areas. "Peacocks fly southeast" gradually became a trend, and the eastern suburbs of Chengdu also ushered in development. bottleneck . In 2000, as a pillar enterprise of Chengdu's electronics industry, Hongguang Electronic Tube Factory was reorganized by a Guangdong company, which marked the beginning of a trough for the glorious Chengdu electronics industry.

At the critical moment, the national "No. 18 Document" was released, and the "National Integrated Circuit Talent Training Base" and "National Integrated Circuit Design Industrialization Base" began to be laid out across the country . Relying on the previous accumulation in the electronics industry and the talent transportation advantages of the University of Electronic Science and Technology of China, Chengdu was successfully approved and became one of the “important towns” for integrated circuit design in China.

One child falls, and the whole situation is alive.

In the next ten years, Chengdu tried every means to introduce leading companies. Global chip giant Intel was a key opportunity that Chengdu seized. At that time, Intel was looking for its fifth global production base. Chengdu took the initiative and flew a team led by the mayor. Intel headquarters in San Francisco pursue this opportunity. In the end, after a desperate battle, Intel was successfully acquired in August 2003. Intel invested US$375 million that year to build a large-scale chip packaging and testing factory in Chengdu , and subsequently made additional investments many times.

Driven by Intel's demonstration, a large number of the world's top companies, including Semiconductor Manufacturing International Corporation, Motorola, Ericsson, Microsoft, Nokia, Huawei-Symantec, Wistron, BOE, and Foxconn, have successively landed in Chengdu.

On October 15, 2010, Texas Instruments invested US$275 million to establish an 8-inch wafer fab in Chengdu. This is Texas Instruments' first Chinese manufacturing base . In 2015, a 12-inch wafer bump processing plant was established in Chengdu to expand its manufacturing capabilities. In the field of wafer manufacturing, Texas Instruments Chengdu Factory is Texas Instruments' only world-class manufacturing base integrating wafer manufacturing, processing, packaging and testing.

After years of hard work, Chengdu's integrated circuit industry has initially formed a relatively complete industrial system including IC design, wafer manufacturing, packaging and testing . It has gathered leading domestic and foreign companies such as Intel, Texas Instruments, Chengdu Haiguang, and H3C Semiconductor, and has also cultivated It has included key local enterprises such as Jianna Haiwei, Chengdu Huawei, Ruicheng Core Micro, Xianjixingyuan, etc., and the total number has exceeded 270 . At the same time, the carrying space of "one core and two parks" is presented, that is, the high-tech zone is one core, and Tianfu New District and Shuangliu District are two parks.

据成都市经信局公布，2022年，成都的集成电路产业实现了516亿元的营收，位居中西部第一，同比增长17%，增速高于全 国水平， 产量已经高达90亿块左右 。

成都“芯王牌”： 三大产业优势

营收高增长的背后，得益于成都集成电路产业的三大优势，即芯片设计的特色优势、特色工艺的先发优势、封装测试的规模优势。

2022年成都芯片设计业销售收入同比增长55%，增速位居全国第二，销售过亿企业新增19户达到35家，在通信存储、北斗导航、网络安全等领域国内领先。

成都发展特色芯片极具潜力。在特色芯片中，尤其是功率半导体芯片、射频芯片、信息安全芯片，成都均有很好基础。

第一类特色芯片是功率半导体芯片， 成都在研究和产业化方面具有相当的实力。

研究方面，电子科技大学电子科学与工程学院（示范性微电子学院） 陈星弼院士被誉为“中国功率器件领路人” ，是国际半导体界著名的超结结构（Super Junction）的发明人，也是国际上功率器件的结终端理论的集大成者。

电子科技大学功率集成技术实验室 ，被国际同行誉为“ 全球功率半导体技术领域最大的学术研究团队 ”和“ 功率半导体领域研究最为全面的学术团队 ”。实验室长期专注于功率半导体技术研究，开展了功率半导体分立器件、可集成功率半导体器件新结构、高低压工艺集成和电源管理集成电路研究，已累计培养出功率半导体领域硕士、博士700余名。

产业方面， 建有全国首条6英寸商用化合物半导体产线 ，目前 汇聚了一批从事功率半导体和模拟芯片公司： 包括德州仪器（TI）、美国芯源系统公司（MPS）、成都士兰半导体制造有限公司、成都先进功率半导体股份有限公司（APS），都具有相当的产业化能力。尤其是随着无线充和快充的兴起，加上南芯半导体、易冲无线、成都蕊源半导体、英麦科、圣邦微和英集芯等公司在成都的落户，更增强了成都在该领域的影响力。

第二类特色芯片是射频微波。成都是中国本土微波射频器件制造基地，更是中国重要的航空/航天、雷达、导航技术产业基地，聚集了一大批优秀的器件、系统、设备厂商、研究所及科研单位。

科研方面， 电子科技大学的射频微波是由“中国微波之父”林为干院士所创建 ，林为干院士对中国电磁科学的发展作出了杰出的贡献，其主要成就为闭合场理论，开放场理论和镜像理论，培养了一大批电磁场与微波技术领域的顶尖人才。 产业化方面，成都汇聚了一大批优秀企业。

第三个特色芯片是信息安全芯片，成都在密码技术、主动防御和芯片安全等技术领域居于国内领先地位。

2015年5月，中国电子科技网络信息安全有限公司（中国网安）在成都成立，是中国电子科技集团公司根据国家安全战略发展需要，以深耕信息安全和物理安全领域的中国电科第三十研究所、第三十三研究所为核心，汇聚中国电科内部资源重点打造的网络信息安全子集团。

全球一半以上的笔记本电脑CPU在成都封装测试。英特尔在成都建立了其全球最大的封装测试基地，并联动奕斯伟等10余家国内外封测企业建成中西部规模最大的封装测试基地之一。

“芯拼图”中，

缺失的一块：晶圆制造

“虽然成都拥有射频/微波芯片、北斗导航芯片、信息安全芯片、功率半导体、IP核的特色设计优势，但在晶圆制造等领域并没有形成较强的产业竞争力。”李丹告诉芯师爷。

晶圆制造是牵引整个产业链上下游布局的关键环节，但成都在这一环节目前相对薄弱，虽然在该领域拥有德州仪器、海威华芯等少数企业，但规模与上海、南京等城市相比还有较大差距。此外，还 缺少先进制程和8英寸以上晶圆代工产能，本地流片率不到4% ，严重制约了设计产业发展。

Fortunately, the government has been increasing its efforts to attract support for manufacturing projects, focusing on filling the shortcomings of advanced wafer manufacturing, focusing on the introduction of 12-inch advanced production lines , and making every effort to promote the implementation of major projects. According to the latest policy, enterprises can receive up to 500 million yuan in comprehensive support ; wafer manufacturing companies that provide OEM tape-out services can receive up to 10 million yuan in support to make up for Chengdu's wafer manufacturing shortcomings.

According to the bidding announcement of the "Huahong Integrated Circuit (Chengdu) Co., Ltd. 12-inch integrated circuit production line project (Phase I) Design-Construction General Contracting/Tender Section" disclosed by the Chengdu Public Resources Trading Service Center in November this year, the project will build a 12-inch integrated circuit production line . The project construction utilizes the existing A02 chip factory building, A03 power station and other buildings. The total building area is 128,217.71 square meters and the total construction area is 425,024.43 square meters. The planned construction period of the project is 1007 calendar days.

The completion of Huahong Chengdu’s capital increase means that the wafer fab may have entered the final stage of official restart. Chengdu is accelerating to complete the last piece of the puzzle in the integrated circuit industry.

Why is Chengdu “the capital”?

"Chengdu, Chengdu", these four words first appeared in Intel's Chengdu factory. They are used to describe the development of the entire integrated circuit industry in Chengdu today. legend.

What does Chengdu rely on behind this legend?

" Mainly due to the rich human resources, strong policy support, and unique strategic position ." As an "indigenous" of Chengdu IC, Li Dan is a native of Chengdu. He was born in Chengdu, went to school in Chengdu, and works in Chengdu. He has personally experienced The development and changes of Chengdu’s integrated circuit industry.

Human resources are the core . Chengdu is home to a number of universities and research institutes such as the University of Electronic Science and Technology of China, Sichuan University, Southwest Jiaotong University, and the 10th, 29th, and 30th China Electronic Science and Technology Institute. The results of the 2023 "Ruanke China University Major Ranking" show that the University of Electronic Science and Technology of China ranks first in the country in the ranking of integrated circuit design and integrated systems.

Picture: University of Electronic Science and Technology of China, source: University of Electronic Science and Technology of China official website

In 2022, there will be approximately 31,000 integrated circuit employees in Chengdu, an increase of 7% over the previous year. The supply of integrated circuit talents accounts for 6.55% of the national talent supply, ranking second in the country, second only to Beijing ; the talent demand accounts for 5.7% of the national total, ranking fifth in the country; in the ranking of cities where industrial talents intend to work , Chengdu ranks third in the country , second only to Shenzhen and Suzhou. The average salary of the integrated circuit industry in Chengdu reaches 15,517 yuan/month, which is higher than the national average salary of 13,782 yuan/month, an increase of 4.11% from 2021.

In terms of policy, the Chengdu government attaches great importance to the development of the integrated circuit industry and has introduced a series of support policies. The support for the industry is long-term and the level of support is at the forefront of the country. According to the " Implementation Rules of Several Policies to Accelerate the High-Quality Development of the Integrated Circuit Industry in Chengdu " that came into effect on June 30 this year , Chengdu will provide comprehensive support of up to 500 million yuan to integrated circuit companies that meet relevant conditions, covering integrated circuits. Talent policy, design industry policy, manufacturing policy, and improving industrial ecological environment policy , etc. Take talent as an example. Through the superposition of policies, top talents can receive an annual reward of 500,000 yuan and a one-time reward of 3 million yuan. The core team they work for can also receive more than 15 million yuan in rewards.

At the same time, Chengdu is accelerating the layout and improvement of new-generation information infrastructure such as 5G networks, next-generation Internet, and the Internet of Things. Chengdu's digital economic industrial system with " core , screen, end, soft, and intelligent networks " as the core has begun to take shape. This is also It provides strong support for Chengdu Integrated Circuit.

The other is its strategic position . As an important electronics town , with the support of multiple opportunities such as the “One Belt and One Road” initiative and “digitizing the east and counting the west”, Chengdu’s vigorous development of integrated circuits must not only be based on its own development needs, but also stand on the overall development of the country, leading and radiating to the central and western regions. Development of the integrated circuit industry .

In 2019, the Ministry of Industry and Information Technology officially approved the construction of a national "Core Fire" mass entrepreneurship and innovation base in Chengdu, Sichuan. On the basis of being recognized as a national integrated circuit design industrialization base, Chengdu was once again included in the focus of the national "Core Fire" innovation action plan. area. Since its establishment, the Chengdu "Xinhuo" base has provided 530 professional services to 120 companies, supporting local companies to achieve a total annual output value increase of more than 3 billion yuan. It has not only effectively improved the performance of chip products, but also helped integrated circuit companies reduce costs and increase efficiency. , and also accelerated the development of the integrated circuit industry in Chengdu and even the central and western regions.

Just as Ge Jun, executive director of Intel China, gave the reason when answering why he chose Chengdu : Chengdu has a unique strategic position, an excellent education system, a large number of well-trained employees, and more importantly, Chengdu’s increasingly optimized investment soft environment and relatively high high level of civilization.

Chengdu finally lived up to expectations and built a complete industrial chain in less than ten years.

write at the end

Looking back at the entire development history of Chengdu's electronic information industry, from the first "Made in Chengdu" electronic instrument to the first "Made in Chengdu" chip; from China's first electronic picture tube to China's first flexible display production line; from the East From the red memory of the suburbs to the cultivation of the electronic information industry ecosystem... Chengdu's integrated circuit industry has truly realized a transformation from zero to N, from nothing to something.

The road to Shu is difficult, and it is difficult to reach the blue sky. According to geographical conditions, in theory, it is not easy for Chengdu to develop. Chengdu, which is located in the southwest, is surrounded by mountains on three sides, and behind the mountains is the vast and economically underdeveloped northwest region. Compared with northern cities, it lacks political advantages. ; Compared with southern cities, it lacks market advantages.

But today, Chengdu has the ability to compete with cities across the country and even the world in the field of integrated circuits. This ancient Shu country with a history of 4,500 years has achieved "China speed" in the integrated circuit industry, and the future is worth looking forward to.