Mynavi Co., Ltd. reported that Ferrotec, a supplier of semiconductor products and solutions, announced an investment of approximately RMB 500 million to enter the 300mm semiconductor wafer precision regeneration business in China.
In August 2019, Anhui Fulide Changjiang Semiconductor Materials Co., Ltd., a comprehensive high-tech enterprise engaged in electronic technology and material science research services, was officially established by Shanghai Shenhe Thermomagnetic Electronics Co., Ltd., a subsidiary of Yamato Thermomagnetic, and Tongling Development Investment Group Co., Ltd. with a total investment of 1 billion yuan, covering an area of 75 acres and a new factory building of 55,600 square meters, including 37,600 square meters of production workshops and 18,000 square meters of auxiliary rooms.
The construction period of the project is planned to be 15 months. After completion, it will form a production line with an annual output of 1.8 million 300mm semiconductor wafers for precision regeneration.
After the company was established, Yamato Thermo Magnetics conducted an internal review of the wafer recycling business. With the growth of the 300mm wafer market in China, the demand for recycled wafers is expanding, while the number of 300mm wafer recycling plants in the world is limited and concentrated in the United States, Japan, Taiwan and other places. The semiconductor wafer polishing technology and precision component recycling and cleaning technology currently developed by Yamato Thermo Magnetics can be transferred to the wafer recycling business. In view of the above reasons, Yamato Thermo Magnetics decided to invest in this business.
In China, in addition to Yangtze Memory Technologies Co., Ltd., which has begun using 300mm wafers to produce NAND, several companies have also announced their entry into the DRAM market. Foreign memory manufacturers such as Samsung and SK Hynix will focus on expanding production capacity, and the demand for 300mm wafers is expected to increase.
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