Industry News

US chip ban effect backfires on market for mature wafer processes

Update time : 2022-10-26 11:26:18

The US government is exploring the possibility of introducing new export controls that would restrict China's access to some of the most powerful emerging computing technologies. And earlier this month, the US Department of Commerce also issued controls that restrict the participation of US ci tizens and residents in Chinese technology companies by way of semiconductor restrictions announced on October 7.

In this regard, the Economic Daily News latest report pointed out that the United States expanded control of high-end chips and equipment on the mainland, the foundry mature process unexpectedly turned red.
The report pointed out that the recent "sharp turn" of Chinese mainland enterprises, actively discussing the use of more mature process chips to replace a single high-end process chips, and urgently looking for UMC and LMC to discuss design changes, making the demand for mature process multiples increase.
At the same time, the European and American integrated component manufacturers (IDM) are also worried about the risk of future investment in mainland China, and intend to expand the single Taiwan factory, injecting a new wave of live water for the foundry mature process.
UMC is about to hold an online seminar this Wednesday (26th). Before that, yesterday (23), UMC used the silent period before the law meeting as the reason, not to comment on the order dynamics; force accumulation of electricity chairman Huang Chongren state, in the United States to spread the risk of the state, may be transferred to Taiwan, China, the company also revealed that the recent customer enquiries increased greatly.
The industry revealed that the United States to expand export controls on mainland China's chip industry, high-end AI chips and high-speed computing chip production has become more and more difficult, the background, land enterprises have to avoid control, began to think by changing the design and other programs, expanding the use of mature process chips instead of a single high-end process chips, in order to ship smoothly.
Simply put, in the past, only one advanced process chip was needed, and it was replaced by three, five or even more mature process chips stacked or redesigned in a "whole to zero" way, even though it would increase the system design space and cost more, but the Chinese mainland enterprises will avoid the US control, the cost, redesign and other issues will be The Chinese companies will leave the cost and redesign issues behind for the time being in order to maintain normal production operations.
A single high-end AI or high-speed computing chip is highly effective, and if a mature process is used instead, many mature process chips will need to be integrated together, increasing the demand for mature processes simultaneously by a factor of one.
In addition, after the outbreak of the trade war between the US and China, IDM factories in Europe and the US have successively reduced the amount of wafer foundries in mainland China and shifted their production to China and Taiwan. Now the United States to expand the control of the land, and strengthen the export of equipment, even if not yet expanded and mature process, but Europe and the United States IDM factory worried about the future of mainland China talent, technology development are more restricted, has accelerated the dispersal of orders to China Taiwan production footsteps, but also for the UMC, force accumulation of electricity and other industry to add new orders.
The industry revealed that the United States on mainland China's new wave of semiconductor control measures just hit the road, customer enquiries really increased a lot, large international IDM factory began to plan a variety of foundry order diversion strategy, and the trend is more positive.

Previous : Global Chip Market Shrinks by 6% by 2023

Next : TSMC officially made a statement about the 3nm chip shipments

How many chips does a car need?

Sep .19.2024

Automotive chips can be divided into four types according to their functions: control (MCU and AI chips), power, sensors, and others (such as memory). The market is monopolized by international giants. The automotive chips people often talk about refer to

Position and Function of Main Automotive Sensors

Sep .18.2024

The function of the air flow sensor is to convert the amount of air inhaled into the engine into an electrical signal and provide it to the electronic control unit (ECU). It is the main basis for determining the basic fuel injection volume. Vane type: The

Chip: The increasingly intelligent electronic brain

Sep .14.2024

In this era of rapid technological development, we often marvel at how mobile phones can run various application software smoothly, how online classes can be free of lag and achieve zero latency, and how the functions of electronic devices are becoming mo

LDA100 Optocoupler: Outstanding Performance, Wide Applications

Sep .13.2024

In terms of characteristics, LDA100 is outstanding. It offers AC and DC input versions for optional selection, enabling it to work stably in different power supply environments. The small 6-pin DIP package not only saves space but also facilitates install

About Us

About Us What we do Quality People

Products

CHIP/IC Active devices Passive device Components OTHER

China electronic components supplier----Wah Luen Shing Electronic.----www.wlschip.com

Leave a message