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, with the export control of the US increasing the capacity of SMIC, the chip manufacturers of TSMC and UNC are aiming at the huge domestic demand market in Chinese mainland, and are ready to expand their production in the mainland to increase their share. According to Taiwan’s “Economic Daily” on November 23, global foundry capacity is in short supply. After the “US sanctions on the core”, the 28nm mature process capacity continues to be fully loaded. In order to meet the needs of customers, TSMC, Samsung and united power have launched a new 28nm capacity layout of mainland factories. In response to relevant news, a TSMC spokesman said that Nanjing plant has increased its 12 inch monthly production capacity from 15000 to 20000 pieces as planned; liandian said that it plans to expand the 28 / 22nm capacity of Tainan 12 inch plant, and Xiamen Lianxin is expected to complete the expansion in the middle of next year after the 28nm capacity of Lianxin in Xiamen is tight. < / P > < p > in recent years, most of the world’s major wafer foundry factories mainly adopt the advanced process of adding yards. However, the demand for home office and online education brought by the new crown epidemic has led to a sharp increase in orders for power management chips and display panel driver chips with mature processes, which also makes the production in this area increasingly tight. To make matters worse, the United States suddenly strengthened export controls, which “frustrated” SMIC’s 14 / 28nm production expansion, further aggravating the global capacity tension. < p > < p > 10 days ago (November 12), SMIC co CEO Zhao Haijun disclosed at the performance presentation meeting that the industry basically followed the selection of American equipment when building factories. Therefore, the strengthening of us export control will have an impact on the company’s 8-inch, 12 inch mature process and advanced process. < / P > < p > in this case, manufacturers such as Qualcomm are said to want to transfer orders from SMIC to “avoid risks”, but the price increase also failed to find the “alternative capacity” of the latter. According to the statistics of the design branch of China Semiconductor Industry Association, the total sales value of China’s integrated circuit design industry will exceed 300 billion yuan in 2019. By the end of November of that year, there were 1780 design enterprises in China, an increase of 4.8% over the same period last year. < / P > < p > in 2015, in the year of mass production of TSMC’s 16nm FinFET powerful version, the company announced that it had decided to build a factory in Nanjing. It took only 14 months from the ground breaking to the machine entering, which was known as “the fastest, fastest online and most beautiful factory area”. On May 15, this year, on the day when the US government announced a new round of sanctions against Huawei, TSMC announced its intention to build a 12 inch advanced wafer factory in Arizona, USA, and use the company’s 5nm process technology to produce semiconductor chips, with a planned monthly production capacity of 20000 wafers. However, the federal government of Arizona has not disclosed any funding for water infrastructure improvement, such as the federal government of Phoenix, P < 0.05. On November 11, TSMC's board of directors has approved the establishment of a wholly-owned subsidiary with a capital of US $3.5 billion in Arizona, which will create 1900 full-time jobs in the next five years. Construction of the new plant will start in early 2021 and production is expected to start in 2024. < / P > < p > some equipment manufacturers expect that TSMC’s 5nm wafer plant will not only produce ASIC for U.S. government agencies, but also produce wafers for major U.S. customers such as apple, Intel AMD, Qualcomm and NVIDIA. < p > < p > according to TSMC’s financial report, in the third quarter of 2020, the company’s revenue from North America accounted for 59%, and the revenue from China continued to increase to 22%. In June, Liu Deyin, chairman of TSMC, said at the shareholders’ meeting that the recent tense trade relations between major international powers have brought many business challenges to the company. What they can do is to keep looking for solutions to cope with the new international situation. Google said the proposed media negotiation rules would put its free services in Australia at “risk”

By ibmwl