Monitor factory construction for current domestic mainstream semiconductor manufacturers

Monitor factory construction for current domestic mainstream semiconductor manufacturers. barcode scanning solutions As of the first half of 2022, Heping has been tracking 74 semiconductor manufacturers (including foreign-invested enterprises), including stars such as SMIC, SK Hynix, Samsung and Taiwan Semiconductor Manufacturing Company (TSMC). These companies have a total of 311 factories with construction, construction or completion records. Of these, 48 are under construction, 40 are new and 223 have been completed.

From the perspective of sub-industries, precision automation systems the number of wafer foundries is the largest, followed by raw material suppliers, and the number of packaging and testing plants and discrete device manufacturers ranks third or fourth.

Number of semiconductor Manufacturing Plants by Industry Segment

From the perspective of planned production capacity, the main monitoring object is the lowest monthly output of fabs, semiconductor manufacturing solutions followed by the monthly output of 100,000 to 200,000 fabs, monthly output of more than 200,000 fabs, only single digits.

In terms of regional distribution, China's semiconductor manufacturing plants are mainly located in the Yangtze River Delta, mainly to undertake Jiangsu (69), Zhejiang (39), Shanghai (27) three provinces and cities. Anhui province, which is closer to the three provinces, also has 29 factories, while Beijing and Fujian have 21 and 26 factories respectively. Our previous article, "Don't worry, Let the bullets Fly for a Manufacturing Revival," discussed in detail why the Yangtze River Delta is such an industrial attraction.

But so far, the global chip shortage has not been effectively alleviated, and domestic investment in new and expanded fabs is enthusiastic, but a large number of investments have also brought huge delivery pressure to wafer manufacturing equipment manufacturers, making wafer production capacity has not accelerated as expected. In 2021, the head foundry has also planned new capacity projects, such as SMIC's SMIC Capital project and SMIC Lingang Project. Miro Industry predicts that by the end of 2024, China's wafer production capacity will reach 5.86 million wafers, and its share in the global wafer production capacity will be further increased, or will exceed 20%.

been completed single digits

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