directory :
1 Intel , want to build a " SMIC "? 120 billion to build wafer factories in Germany
2 wafers, IC manufacturing, packaging and testing... Which major factories have shut down?
3 Infineon foundry: comprehensive price increase, up to 50%!
01 Intel, want to build a "SMIC"? 120 billion to build a fab in Germany
Introduction: As an important part of the IDM 2.0 strategy, Intel officially announced the chip investment plan in Europe last night, planning to invest 80 billion euros (about 558 billion yuan) within 10 years , the first investment of 33 billion euros, involving Germany, France and other countries, also plans to mass-produce chips below 2nm.
120 billion to build a fab, 2nm
March 16 news, after the introduction of the European chip subsidy bill of 45 billion euros, on Tuesday local time, Intel announced that it plans to invest more than 33 billion euros to promote chip manufacturing in the EU , to help the EU become more self-reliant in the field of semiconductors .
This investment is also part of the investment plan announced by Intel to invest 80 billion euros in the EU in the next ten years.
Intel said that of the 33 billion euro investment, it will invest about 17 billion euros (about 120 billion yuan) to build two new factories in Magdeburg, Germany, which is subsidized by public funds.
If there are no regulatory issues, construction will start in the first half of 2023, production will come online in 2027, and will try to produce chips below 2nm. The investment is expected to create 7,000 construction jobs during construction and 3,000 permanent jobs.
Intel did not disclose how much financial support it received.
It is worth noting that RMB 120 billion is approximately equivalent to the total production expansion of SMIC in Beijing, Shenzhen, and Shanghai Lingang. Approximately equivalent to the existing production capacity of SMIC? ? This portion is quite large. (Specific data are welcome to provide Kazakhstan)
Germany and Intel have responded
German Chancellor Scholz said in a statement that these new factories will help rebalance global semiconductor production capacity and create a more resilient supply chain. According to reports, Intel will receive billions of euros in financial assistance.
German Trade and Invest stated that this is by far the largest foreign direct investment in Germany and even in Europe. German media reported that Intel plans to invest a total of about 80 billion euros in the EU in the next ten years.
Robert Hermann, general manager of Germany Trade and Invest (GTAI), pointed out that Intel's decision shows a great victory for Germany as a business investment location, as well as Germany's attractiveness to international companies within the EU.
"We are very pleased to be able to push semiconductor production in Europe and Germany a big step forward." Christin Eisenschmid, vice president and general manager of Intel Germany Ltd., said on the same day. Europe has laid a solid foundation for solving the global chip shortage.
Analysis points out that the capital of Saxony-Anhalt is located in the east of Germany, and the state is one of the five "new federal states" after the reunification of Germany. The local area has moderate real estate prices and good location advantages. In addition, Germany's talent, management, land advantages and financial incentives, as well as the size of the European market, are Intel's choice to carry out this important project in Germany, which is the center of Europe.Favorable factors to invest in.
In addition, Intel also committed to establishing a new R&D and design center in France and investing in R&D, manufacturing and foundry services in Ireland, Italy, Poland and Spain.
Intel CEO Pat Gelsinger said in a statement that the "EU Chip Act" will empower private companies and governments to work together to significantly enhance Europe's position in the semiconductor field.
Gelsinger said: "This broad initiative will boost R&D innovation in Europe and bring leading manufacturing to Europe, benefiting our customers and partners around the world. Play an important role in shaping Europe's digital future."
Intel is also investing billions of dollars in the US. The company announced last March that it plans to invest $20 billion in two new factories in Arizona.
IDM 2.0 strategy, what is it?
In March 2021, Intel CEO Pat Gelsinger announced the Intel IDM2.0 strategy, established the Intel Foundry Services Division (IFS), and returned to the field of chip foundry.
In order to implement the IDM2.0 plan, Intel has taken a series of measures. In March 2021, Intel announced an investment of US$20 billion to build two new fabs in Arizona; in May 2021, Intel will upgrade the fab in New Mexico; Ohio to build two chip manufacturing plants. The announcement of the acquisition of Tower Semiconductor is regarded as another step forward in Intel's implementation of the IDM2.0 strategy.
Intel CEO Pat Gelsinger said: "Tower Semiconductor's expertise portfolio, geographic reach, deep customer relationships and service-oriented business philosophy will help expand Intel's foundry services, And promote Intel's goal of becoming a major global foundry capacity supplier. This transaction will allow Intel to provide an extremely wide range of advanced nodes and provide differentiated expertise on mature nodes." Before
acquired Tower Semiconductor, there were rumors that Intel will acquire the US wafer foundry manufacturer Global Foundries (Global Foundries). (Core List)
02 Wafer, IC manufacturing, packaging and testing... Which major factories have shut down?
When mentioning Shenzhen’s electronics industry, many people may think of Huaqiangbei, as well as the electronics assembly plants and foundries represented by the Pearl River Delta ( especially Foxconn ) . In fact, my country’s semiconductor industry also has a relatively large presence in Shenzhen. Layout, Shenzhen is an important place for IC design companies, and has occupied a leading position for several years in a row. Excellent IC design companies such as Huawei HiSilicon and Goodix Technology were born.
In addition to IC design, Shenzhen's semiconductor materials , equipment, manufacturing and packaging have also formed a certain industrial scale, which can cover all links of the integrated circuit industry chain.
The most upstream semiconductor companies include silicon wafer factory SMIC (Shenzhen), polishing material factory DuPont (China), Lihe material, photomask factory Qingyi Optoelectronics , Luwei Optoelectronics, Hongqi Optoelectronics , the photoresist factory has a large photosensitive capacity, the packaging material factory Shennan Circuits , Xingsen Technology , the semiconductor equipment factory Jiejia Weichuang, Granda , etc.;
chip design companies include ZTE Microelectronics, HiSilicon Semiconductor, Goodix Technology, Desay Microelectronics, BYD Microelectronics , Duntai Technology (Shenzhen), Zhongke Lanxun , Fuman Electronics, Yuanwanggu , National Technology , etc.;
integrated circuits Manufacturing companies mainly include Founder Microelectronics, SMICInternational (Shenzhen), packaging and testing companies include Qipai Technology, Time Creativity Electronics, Saifa Microelectronics , and Dentsu Microelectronics.
Since the R&D of IC design can be done remotely to a large extent, and some enterprises with production lines are highly intelligent, IC design is less affected. The chip manufacturing line requires a high degree of cleanliness, and the virus is isolated outside the isolation suits of the staff, so the possibility of shutdown is low. Although most labor-intensive packaging and testing factories are vulnerable to shutdowns, due to the small number of packaging and testing companies in Shenzhen, it is expected that the packaging and testing factories will not be greatly affected by the epidemic.
Shenzhen semiconductor companies listed below are semiconductor wafer manufacturing plants, passive components factories, PCB factories, LED driver IC factories, packaging and testing factories, etc. .
Semiconductor manufacturing: less affected
SMIC (Shenzhen) : No announcement yet
The largest wafer foundry in mainland China is located in the Pingshan District of Shenzhen. It has an 8-inch wafer foundry production line in Shenzhen, with a process of 0.35µm-0.15µm. In March 2021, the Shenzhen expansion plan disclosed by SMIC showed that SMIC Shenzhen will focus on the production of integrated circuits of 28 nanometers and above and the provision of technical services, aiming to achieve an eventual monthly production capacity of about 40,000 12-inch wafers , which is expected to begin production in 2022.
According to observer network report, whether the project is currently affected by the epidemic, SMIC has not yet responded to the request for comment.
Founder Microelectronics: No notice yet
Founder Microelectronics is located in Baolong Industrial City, Longgang District, Shenzhen. It is a national high-tech enterprise engaged in the manufacture of integrated circuit chips, and is committed to promoting power management chips and new power electronic devices. Industrialization, with two 6-inch wafer production lines, with an annual production capacity of 600,000 wafers. In 2018, Founder Microelectronics became the first manufacturer in China to successfully develop and mass produce 6-inch SiC devices.
Passive components: The production of major factories has not been affected.
Passive components are mainly affected by the "city closure" in Dongguan, Guangdong. Dongguan ’s major passive component manufacturers include Yageo, Huaxinke , Housheng Electronics , the largest chip resistor manufacturer in mainland China and the second largest in the world, also set up factories there.
Yageo and Huaxinke both stated on March 14 that local production and operations were not affected. Huaxinke has its largest factory in Dalang, Dongguan, and Yageo has a back-end testing and packaging production line. There are also passive component factories in Dongguan, such as Dayi, Kaimei, Housheng, and Xingqin; Junbao has a factory in Shenzhen, and they all cooperate with the policy to stop work and quarantine.
PCB: No major impact
PCB factory Xinxing subsidiary Lianeng Technology (Shenzhen) Co., Ltd. cooperated with the local government’s epidemic prevention work, and will be notified by the local government at 8:00 on March 14th when z will resume work. (Shenzhen) accounted for less than 3% of revenue. It is estimated that the shutdown will have no major impact on the company's financial business.
Zhending-KY, the world's largest printed circuit board manufacturer, pointed out that the local regulations of the Shenzhen subsidiary have adopted epidemic response measures to ensure the safety and health of employees, and the production capacity of the company's various factories will support each other to meet customer needs. The PCB process drill needle and drilling service factory Jiandian is in Shanghai. Shanghai Jiandian Precision Tools cooperates with the local government's new crown pneumonia epidemic prevention work to implementThe 48-hour nucleic acid detection closed-loop management is expected to end at 08:00 on March 15.
Jingcheng Technology said that the company’s subsidiary Chuanyi Computer (Shenzhen) Co., Ltd. located in mainland China, in order to cooperate with the local government’s epidemic prevention measures, the city’s shutdown and quarantine period began from March 14th to March 20th. There is no significant impact on the company's financial business.
Shennan Circuit, which supplies Huawei, Apple , and Samsung , told the media on March 14 that the company has factories in Shenzhen, Wuxi, and Nantong. The factories in Shenzhen are currently affected by the epidemic. Impact, but the specific situation has yet to be evaluated. Whether the shutdown will be implemented in accordance with the local epidemic prevention policy. Products in this area include printed circuit board (PCB) , electronic assembly (PCBA) , etc.
LED driver IC
LED driver IC factory Macroblock Shenzhen subsidiary shut down on March 14. According to public information, Macroblock is a development and chip design company focusing on power management and optoelectronic applications.
封测：暂无通告
目前位于深圳的气派科技（深圳、东莞）、时创意电子（宝安区）、赛意法微电子（福田保税区）、电通Microelectronics ( Longgang District ) and other packaging and testing factories have not yet issued an official notice of closure .
located in Shenzhen Bao'an Time Creative Electronics is an enterprise integrating chip design, software and firmware research and development, packaging testing, manufacturing and application in the field of memory chips. (Storage module manufacturing) has two advanced factories, has global marketing and R&D centers in Shenzhen Nanshan, Shanghai Changning and other places, and has established a global logistics center in Hong Kong, China.
located in Shenzhen Futian Free Trade Zone Shenzhen Saiyifa Microelectronics Co., Ltd. (STS) is ST ( STMicroelectronics ) packaging and testing factory, agent in Greater China, and STMicroelectronics Co., Ltd. (ST ) is a joint venture to provide integrated circuit packaging and testing services to the market. As an agent of ST in Greater China, it provides customers with system solutions for various integrated circuit products and integrated circuit application products.
In addition to the above-mentioned companies in the semiconductor industry, there are also a wider range of electronics companies in Shenzhen that have been affected by the shutdown. Together with the semiconductor industry, they have shut down as a community of upstream and downstream of the entire electronics industry chain, affecting the nerves of the entire electronics industry.
电子产业链其他企业
富士康深圳龙华厂、观澜厂：复工待通知
鸿海（富士康母公司）3月14日发布声明表示，鸿海位于中国大陆深圳的各园区（龙华、 Guanlan, etc.) In cooperation with the local government's new crown epidemic prevention work, operations will be suspended from now on.The actual resumption time will be notified by the local government.
Foxconn mainly has two major parks in Shenzhen, Longhua Science and Technology Park and Guanlan Science and Technology Park. Currently, it is mainly responsible for manufacturing Apple iPhone. The above factories are also responsible for the production and assembly of accessories for iPad, Apple computers and other products.
Yecheng Technology: No major impact yet
Foxconn touch screen subsidiary Yecheng said in the announcement that its Shenzhen factory will stop production from March 14, and all employees will work from home. The exact time to resume work will be notified by the government. Similar to Foxconn's approach, Yecheng, which supplies Apple and Samsung's , is also allocating part of its production to other factories, and the preliminary assessment has no major impact on business.
BYD : Partially affected, and is actively responding
BYD's insiders said that the epidemic has some impact on production in Shenzhen Park, and the company is actively coordinating the response, and is currently carrying out epidemic prevention and control according to government requirements.
Zhengwei: No major impact at the moment
Connector manufacturer Zhengwei announced that its subsidiary Dongguan Fuqiang Electronics Co., Ltd. will cooperate with the local government’s new crown pneumonia epidemic prevention work, and will carry out closed management since March 14, and during this period according to the epidemic situation The prevention and control headquarters instructed to complete nucleic acid testing for all employees, and the resumption time will be notified by the local government. This shutdown has no major impact on the company's financial business.
FSP : Closed management has been carried out, actively cooperating with the epidemic prevention work
FSP power supply manufacturer announced that the company’s important subsidiaries Shenzhen Huili Electronics Co., Ltd., Zhonghan Electronics (Shenzhen) Co., Ltd. and Shenzhen Zhonghan Technology Co., Ltd. cooperates with the local government's new crown pneumonia epidemic prevention work, and has implemented closed management since March 14, and completed nucleic acid testing for all employees in accordance with the instructions of the epidemic prevention and control headquarters during this period.
Shenzhen Netac Technology: It is expected to delay product production and delivery
mobile storage Shenzhen Netac Technology announced that the company’s factory area was temporarily suspended due to the epidemic. The announcement disclosed that this is the second time that Netac Technology has suspended production in response to the government's epidemic prevention policy in the first quarter of 2022. Since this factory is the only production and testing factory area of Netac Technology, it is expected to delay the production and delivery of the company's products, which may have a negative impact on the company's products in the near future. Production and operating results have certain adverse effects.
Hongkai: Fully stop work and quarantine, and actively cooperate with epidemic prevention
LED manufacturer Hongkai pointed out that the company’s subsidiary Hongkai Optoelectronics (Shenzhen) Co., Ltd. cooperated with local epidemic prevention measures and suspended work and quarantine from March 14 to March 20; Rongchuang said that in order to cooperate with the local government's epidemic prevention measures, the company's subsidiary Zhanjing Technology (Shenzhen) Co., Ltd. has completely shut down work and quarantine from March 14 to March 20.
According to media statistics, as of now, There are still dozens of Taiwan-funded electronics factories in Shenzhen that have announced the suspension of operations, including Jialong Technology, Qianhong Electronics, Shenzhen Taihong Electronics, Yayi Electronics, Qihong Electronics, Junbao’s Zhen Qi Electronics, Gagao Electronics, Guanshun Microelectronics, Lianxun Communications, Yingxing Electronics, Tangfeng Electromechanical, Dongguan Hongxiang Metal Conductor Co., Ltd., Yisheng Electronics, Tianer Electronics, Weizhun Electronics, Xuruan Electronics, Youwei Technology, Liangying Electronics, Hongkai Optoelectronics, Shenzhen Jubao Precision Mold, Hanchi Electronics and many other electronics factories, including (incomplete statistics) , have announced that they will cooperate with Shenzhen's epidemic prevention and control and suspend production. (Xin Shixiang)
03 Infineon foundry: comprehensive price increase, up to 50%!
The epidemic in various places, the shutdown of factories, and the blockage of chip circulation, everything seems to be very tense. But more nervousness is coming. Some chip foundries have started a wave of price increases in the upstream of the industrial chain. Will this be the last wave of price increases?
According to Taiwan media reports, the supply chain is rumored, benefiting from the strong demand for power semiconductors such as automotive MOSFET, and the full capacity of the 6-inch chip foundry, Hanlei, as a chip foundry, will fully increase the price for the major customer Infineon The price range is as high as 50%. At the same time, it is actively expanding the production capacity of the third-generation semiconductor silicon carbide (SiC). It is expected that this year's shipments will grow exponentially.
It is understood that Hanlei was established in 1985 and can produce power semiconductors and analog chips. The factory with semiconductor foundry capability currently has one 4/5-inch and two 6-inch chip factories, and often undertakes outsourced OEM orders from IDM factories.
Infineon has been cooperating with Hanlei for a long time, and at this stage related businesses account for 20% of Hanlei’s revenue . According to the report, Hanlei has raised prices for major customers, highlighting the strong overall market demand and the "have to increase" situation.
Coincidentally, a month ago, Infineon issued a notice to the agents , the notice was full of tears, touching the heart, revealing the imminent price increase.
Source: Xinshixiang
Infineon said in a notice that the imbalance between supply and demand of semiconductor production capacity will run through 2022. Under the influence of rising cost structure , the company can no longer digest the increased cost by itself, and intends to "intensively" on a broad basis .”
Infineon pointed out that the global chip supply chain is still in a state of supply shortage and is still facing the threat of supply chain disruption. At the same time, Infineon is under higher cost pressure, including raw materials, energy and logistics costs Wait. The industry interprets that Infineon may give priority to the distribution of high-margin products in order to maintain the momentum of profit growth.
In addition, at the end of the notification letter, it is further described that in order to cope with the strong demand, especially for automotive chips, Infineon will increase investment again, and expand production with a large investment of 50% per year in the past two years. Reaching 2.4 billion euros in 2022, in order to ease the problem of tight supply and demand.
Although Infineon is actively expanding its production, as far as the current situation is concerned, it can't quench the near thirst. According to Infineon's previous statement, 's current backlog of orders exceeds 31 billion euros (the company expects revenue of 13 billion euros in the 2022 fiscal year), and among the 31 billion euros, 80% of the demand is concentrated within one year, and the demand is far away. Far beyond the company's delivery capacity .
According to Mantianxin, including TSMC, UMC, , and World Advanced are all Infineon’s logic chip foundry partners. However, the demand for automotive and industrial control power semiconductors continues to be strong, and the downstream demand is expected to continue to expand. Infineon can only increase the intensity of capacity outsourcing. The same situation also applies to major IDM manufacturers such as STMicroelectronics, NXP and Renesas .
In addition to Han Lei, there was news at the beginning of the month that TSMC plans to increase the quotation of the 8-inch mature process in Q3 by about 10~20%, and the 12-inch mature and advanced process is still under evaluation.
In addition, the world's advanced has also made the first shot of this year's 8-inch price increase. Since March, the price increase has been comprehensive, and the range is about 10%. Wafer foundries such as UMC and PSMC have related price increases. Action, hopefully this is the last round. (Xin Shixiang)
Source of pictures and texts: Xinbang, Xin Shixiang
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