I can't help but sigh: The situation at this stage is really spitting!
The so-called "American-style technological hegemony", which is raging and flooding the global market, has become more and more out of control and a mess......
It is very intuitive to see, in addition to the iterative application of 5G communication technology in recent years, there is also the solar photovoltaic of silicon-based materials, and the semiconductor chips that tear their faces and repeatedly hold their heads to "rub", almost a farce one after another!
In the "consciousness" of some Americans and the West, it seems to be roaring all the time: "What I have, you can't have!" "If you have it, I'll rob you!" "If I can't rob you, I'll bury you!" ”
However, in the face of such "barking" noise, we always seem to bow our heads and remain silent...... When "they" think that we are showing weakness and walk up to us, they will suddenly find that we are "looking for bricks"!
In late June 2024, the so-called International Semiconductor Association, that is, the SEMI International Semiconductor Industry Association, quite solemnly announced a forecast report for the global market fabs - World Fab Forecast:
This so-called global industry association believes that with the increase in the magnitude of global chip demand, the production capacity of global semiconductor wafer factories can also continue to grow!
For semiconductor wafers and chips, it may be mentioned in general terms:
First, the so-called sand is dissolved into crystals, poured into high-purity wafers, which are then stripped into wafers. Then, after photolithography and etching, it is cut into quadrangular wafers.
This kind of chip is actually the chip that is often mentioned by the outside world...
Yes, chips again.
When the relevant forecast data was announced, they "incidentally" pointed the finger at our Chinese wafer fabs.
Based on the forecast data released by the International Semiconductor Association SEMI, it is expected that the total production capacity of global wafer fabs in 2024 will increase by 6% year-on-year......
By 2025, the total production capacity of global wafer fabs for the whole year is expected to increase by 7% year-on-year!
One side,
Don't underestimate the continuous growth from 6% to 7% of "just 1%": according to this public forecast data, the equivalent of 8-inch wafers will reach a record high of 33.7 million pieces per month!
On the other hand
The International Semiconductor Association has begun to do things with the help of "regional capacity expansion data".
They pointed out in the forecast report that chip manufacturers in the Chinese market will continue to maintain double-digit percentage year-on-year capacity growth?
Semiconductor manufacturers in the Chinese mainland market are expected to increase their production capacity by 15% year-on-year in 2024! Among them, the 8-inch wafer is about the equivalent, reaching 8.55 million pieces per month!
By FY2025, it is expected to continue to grow by 14% year-on-year! 8-inch wafers are about equivalent, reaching 10.1 million pieces per month!
This means that the semiconductor production capacity of the Chinese mainland market is the first stable! Moreover, the production capacity of the Chinese mainland market alone can account for nearly one-third of the total industry!
And then they started again: Isn't that okay? There is a potential risk of overcapacity in the Chinese market?
It has taken advantage of the first-mover advantage in the industry, "monopolized" the global market, and called itself "advanced"... Don't take the lead, and it shouts "risk"?
Don't you also think it's too exciting?
In these "American and Western" consciousnesses, Microsoft's Windows operating system, Google's Android-led Android platform system, Intel's X86 architecture chip, and Qualcomm's ARM architecture chip...... Is that normal?
Semiconductor manufacturers in the Chinese market, practicing the concept of scientific and technological independence, in the EUV lithography machine, and even DUV lithography machine and other semiconductor equipment are limited, photoresist and other semiconductor materials are limited, and the situation is "risky"?
The so-called SEMI International Semiconductor Association even "named" many of our semiconductor manufacturers in China:
Mr. Zhang Rujing led the founders of SMIC, Hua Hong Semiconductor, Xinen Integrated Circuit, and Changxin Storage, a major DRAM chip manufacturer.
These have been "named" and not listed, and many wafer manufacturers continue to invest heavily in the construction and improvement of China's semiconductor manufacturing capacity, which is based on the "market-oriented demand" of independent guarantee.
But in the eyes of the "light bulb" of the SEMI International Semiconductor Association, it has been smeared as "disobedient" and "blindly expanding"?
The outside world can naturally "hear" it, including the International Semiconductor Association, these typical examples of "American-style scientific and technological hegemony", Tian shamelessly emphasized: China's chips are sprinting! Stop the Chinese chips!
It is worth mentioning that the so-called SEMI International Semiconductor Association is only "provoking" the production capacity of semiconductor manufacturers in our Chinese mainland market.
Don't forget, Taiwan Province of China, the base camp of TSMC's factory, is also a "high production area" of semiconductor production capacity!
It is estimated that in 2025, the wafer manufacturing capacity of Taiwan Province in mainland China will reach about 5.8 million pieces per month for 8-inch wafers!
Only the first place in our Chinese mainland market has accounted for one-third of the total production capacity of the global industry; In addition, the semiconductor production capacity of Taiwan Province of China, which is the "second place", will be increased to occupy one-half of the global industry production capacity!
In other words, the semiconductor production capacity of Taiwan Province + mainland market will win half of the global market of the entire industry!
To put it bluntly, certain "American and Western" stream-of-consciousness gangs, taking advantage of the arrogance of "American-style scientific and technological hegemony", have completely failed in their crazy suppression methods! Miscalculated again! What an irony!
To a certain extent, the restrictions imposed by the so-called "American-first" have accelerated the sprint of our Chinese chips! It has accelerated our independent improvement of the semiconductor industry and accelerated the de-beautification process of the global semiconductor industry!
It is also very easy to understand that the previous individual "American and Western" ilk, and now the so-called International Semiconductor Association, in the face of the sprint of our Chinese chips, barked at "overcapacity......
"Stop" our Chinese chips? Let's continue to dream!
Author: Cai Fatao | Today's headline content