Tagged: continuity

U.S. has just issued a supply license

Reports show that the US allows SMIC to supply semiconductor equipment for mature processes. Industry analysts pointed out that this means that the supply of SMIC’s 14nm and above chip process equipment is guaranteed.
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U.S. has just issued a supply license
On March 1, Beijing time, many media announced that the United States allowed some US companies to continue to supply SMIC. According to the latest news from the Science and Technology Innovation Board Daily, on March 2nd, SMIC responded to the incident and that the company will do its utmost in the future to work with industry chain partners at home and abroad to ensure the continuity and expansion of the company’s production. Production planning will not be affected.

Reports show that the US allows SMIC to supply semiconductor equipment for mature processes. Industry analysts pointed out that this means that the supply of SMIC’s 14nm and above chip process equipment is guaranteed.

It should be known that due to the chip ban imposed by the United States and the slow pace of factory production due to the spread of the new crown epidemic, the current global “chip shortage” phenomenon is unprecedentedly serious. According to data released by the Semiconductor Industry Association (SIA), in January this year, global sales of semiconductor products reached US$40 billion, a year-on-year increase of 13.2%. Among them, due to the shortage of automotive chips, auto giants such as Volkswagen, General Motors, Ford, Toyota, etc. have announced production cuts.

U.S. has just issued a supply license
According to analysis reports from the US media a few days ago, considering that automotive chips require mid-to-low-end technology, SMIC, whose chip production capacity has grown to 14nm, can be said to be more than enough to meet the current market demand.

At the same time, the well-known investment bank Morgan Stanley also sent “reassurance”, pointing out that US giant Qualcomm will use this “release” to cooperate with SMIC to solve the supply shortage of PMIC (Power Management IC) . In addition, chip makers that were “tip-to-back” due to the US ban in September last year have also begun to extend cooperation with SMIC.

It is reported that chip manufacturers such as MediaTek and Realtek have already planned to ask SMIC for help, hoping that SMIC can provide part of the chip production capacity. Morgan Stanley’s report shows that SMIC is expected to achieve 10%-15% revenue growth in 2021.