The semiconductor industry is the "pain" of Today's Chinese technology industry, and if you want to develop a high-end technology industry, you must master advanced semiconductor technology, because all industries need high-end chip products.
In the past few years, some technology companies on the mainland have been sanctioned by the United States, which has made us deeply aware of the importance of independent mastery of semiconductor technology, so in the past two years, almost all enterprises in technology-related industries have mobilized.
The author understands that there are many companies that have increased investment in the semiconductor field, of which Huawei's investment is obvious to all, in April 2021, Huawei specially established Hubble Investment Company, which is a company focusing on investment in the semiconductor industry.
According to the data, since its inception last year, Hubble Investment has invested more than 70 times and invested in more than 60 companies, covering the entire semiconductor industry chain, including semiconductor chips, RF chips, optoelectronic chips, sensors, filters, EDA software, etc.
But in the entire semiconductor industry chain, what makes Huawei most helpless is chip foundry technology, and Yu Chengdong, CEO of Huawei's consumer business, has previously mentioned that Huawei only does design in the process of globalization is a lesson.
It can be seen that the light mastery of chip design is only a link in the semiconductor industry, the biggest difficulty in the mainland is in chip manufacturing, and the current foundry companies that have the strength to produce high-end chips below 7nm are only TSMC and Samsung.
After the Us side modified the chip rules, TSMC has been unable to ship freely, so at this time Huawei has no supplier for its OEM, resulting in hiSilicon chips forced to stop production, and now Huawei has no HiSilicon kirin chips available.
However, many pollen are very much looking forward to SMIC's breakthrough in more advanced processes, and can give Huawei excellent chips in the future, after all, SMIC is a Chinese mainland semiconductor foundry company.
But from the current situation, SMIC does not seem to have a curve overtaking, in fact, Liang Mengsong previously said that the chip does not have the possibility of overtaking in the corner, and the only thing that can be done is to fight steadily step by step, from the direction of survival first and development later.
SMIC also did this, a few days ago, ASML CEO revealed the current situation of a major chip manufacturer in China, which said that the manufacturer's production capacity in 2023 has been sold out, and the production capacity is seriously in short supply.
In response to this news, some investors asked SMIC on the interactive platform, asking them to introduce the sales of existing capacity and whether new capacity will be added this year and next year.
SMIC responded that the company did not reach a monthly production capacity of 620,000 pieces (equivalent to 8 inches) in 2021, and the annual capacity utilization rate was close to full load, and it will continue to expand production in 2022 to meet the strong demand of domestic and foreign customers.
Judging from the current sales situation, SMIC mainly relies on 28nm, 14nm process, with the full rise of smart cars, the demand for 28nm, 14nm and other processes has also ushered in a comprehensive growth, so the production capacity in 2023 has been sold out.
For SMIC, the large-scale production of 28nm, 14nm and other processes has made it have the ability to survive, and the next step is to seek development, 7nm and even the back 5nm is the focus of the direction of attack.
Since it is to seek development, it is necessary to lay a good foundation step by step, so the current dilemma of Huawei and even the entire Chinese semiconductor industry is still difficult to resolve, but we can start from the general direction.
In the long run, the author is full of confidence in the future, and believes that with the joint efforts of many domestic technology companies such as SMIC, the whole situation will gradually improve. What do you think about this, welcome to comment, like, share.