In response to investor inquiries today, SMIC revealed that it plans to expand the production capacity of 10,000 mature 12-inch (300mm) and 45,000 8-inch (200mm) wafers this year to meet more customer needs.
Since SMIC was restricted by the United States, technology, production capacity, supply and demand issues have always attracted attention, and such a large-scale expansion shows that SMIC does not have the problem of no customers and no demand, especially in today’s global semiconductor supply shortage. in the case of.
Of course, the advanced process technology is still unsolvable for the time being, and SMIC’s expansion of production will inevitably be a mature process.
In July this year, SMIC once revealed that the overall capacity utilization rate in the first quarter was as high as 98.7%.
In Shaoxing, SMIC’s production capacity has climbed to 70,000 wafers/month, with mass production reaching 99%.
In terms of advanced FinFET technology, SMIC’s first generation has entered a stage of mature mass production, with product yields reaching industry standards, development of multiple derivative platforms is proceeding as planned, and NTO has been steadily introduced, and the goal of product diversification is being achieved.
The second-generation FinFET technology has greatly increased the density of transistors per unit area, and has completed the development of low-voltage processes and entered risky mass production.
Post time: Oct-19-2021