In the field of advanced process chips, China's mainland manufacturers have been subject to TSMC, Samsung and other foundries. However, there are high-quality chip foundries such as SMIC and Yangtze River Storage in the mainland, and these chip foundries have great advantages in mature processes at 28nm and above.
For example, SMIC has mass-produced chips with 28nm process and 14nm process chips on a small scale. What's even more encouraging is that SMIC is already building four wafer fabs, and its production capacity will be greatly increased. At that time, in the field of mature technology, it is a high probability event that SMIC's production capacity will catch up with TSMC and Samsung.
In the face of the strong rise of chip foundries such as SMIC in mature processes, Western countries are not happy and begin to "wear high hats" to these manufacturers in order to achieve their ulterior purposes.
It is reported that by 2027, the market share of China's mainland chip foundries will reach 39% in the field of mature technology, ranking first in the world.
Under this impact, the mature process production capacity of Taiwan, the United States, Japan and South Korea and other regions and countries will be compressed. In this regard, some foreign media said: If this trend continues, then "China Chip" will sweep the world, and other manufacturers will lose in the competition for chip production capacity.
The agency's ** is not groundless, because the cost of chip production in my mainland is low, and I have a natural advantage in competing with other regions and countries. And the available data shows that 44 wafer factories have been built in China, and 18 wafers will be built in 2024 alone. According to this development progress, it is a sure thing that China's mainland chip production capacity will be greatly increased.
In this way, by 2027, "China Chip" is really likely to sweep the world, and the United States, Japan, South Korea and other countries will lose in the chip capacity competition. So will the real situation be what the agency ** is? In fact, this is the US agency "wearing a high hat" to China's chip foundries, why do you say that?
First of all, the United States, Japan, South Korea, and Taiwan have been deeply engaged in the field of chip foundry for many years, and have transitioned from mature technology to advanced technology. That is to say, the United States, Japan, South Korea, and Taiwan still have mature process technology, and as long as they want, they can mass-produce mature process chips on a large scale.
Second, the United States has formulated a chip subsidy bill to subsidize manufacturers who build wafer factories in the United States. The total amount of the subsidy reached $52 billion, which is the largest chip subsidy in the history of the United States. In order to get more chip subsidies, local chip manufacturers in the United States can only exaggerate external threats and even fabricate external threats. At this time, China's chip production capacity has increased, which is in the hands of these local chip manufacturers in the United States, and this is the scene where the American organization puts a high hat on China's chip foundries.
Of course, no matter whether foreign institutions are singing about China's chip market or "wearing a high hat" for China's chip market, we don't need to take it to heart. After all, the development of China's chip market depends on our independence and self-improvement, steady and steady, rather than technical support from other countries.