SMIC International, Revenue, Maori Double Creative. Production capacity is tight, or launch large-scale expansion. Gu Wenjun exposed, for grabbing production capacity, the chip factory boss cried. What's more giving the foundry. The capacity of the capacity can be seen, and the leader of SMIC and other faucets, or can alleviate some capacity.
On the evening of the 15th, SMIC H-shares announced, raised in the third quarter of 2020 in the third quarter of the year and gross profit margin, as of September 30, 2020, 30 months of revenue increased from the original 1% to 3% from 14% To 16%, the gross profit margin is up to 23% to 25% from the original 19% to 21%.
Affected by this news, SMIC International Harbor stocks opened up to 6%. There is slightly dropped slightly.
August 6, SMIC announced that the company's revenue reached US $ 938 million in the second quarter, an increase of 3.7% from the previous month, an increase of 18.7% year-on-year; net profit attributable to the company's shareholders was $ 138 million, and a single season is new. In addition, the gross profit was approximately US $ 249 million in the second quarter, an increase of 6.4% from the previous month, an increase of 64.5%. Q1, Q2 gross profit margin is 26.5%, 25.8%, respectively.
SMIC has the cause of income to increase income as a change in product portfolio and other business income growth, and product combination may be mainly attributed to 8-inch crystal price increase.
At the second quarter of August 7th, SMIC International Joint CEO Zhao Navy said, "After 5G related applications, 0.18 micron and 0.15 microns These two mature demand gaps are particularly large, and customers are in the market. The average price of the 8-inch wafer increased. "He reiterated," To alleviate the situation where the production capacity is inquiishing, the company's 8-inch monthly production capacity will increase 30,000 pieces, 12-inch monthly energy will Add 20,000 pieces. "
Eastern Securities Recently released the report, 8-inch crystal, benefit from image sensor CIS, power management chip PMIC, fingerprint recognition chip, Bluetooth chip, special memory chip, etc., 8-inch factory orders are hot, medium core International production capacity is full. In terms of 12-inch crystal, the company continues to expand mobile phones, automotive, consumer electronics applications, and the business progresses smoothly. Overall, SMIC has continuously improved from 2019Q1. The overall capacity of the company in the past three quarters has been close to full load, and the capacity utilization rate has reached more than 98%.
According to the data, SMIC has already launched a large-scale expansion: 8-inch crystal, it is expected to increase 30,000 pieces / month production in three production bases in Tianjin, Shanghai, and Shenzhen; 12-inch crystal, expected to increase 2 10,000 pieces / month production capacity (with 12-inch sheets), new production capacity will contribute to the second half. At the same time, in the construction of the core northern FABB3, SMIN FABSN1 and the proposed Sino-core South FABSN2 will also contribute new capacity increments to the company to meet more customer needs. Recently, the company also signed a cooperation framework agreement with the Beijing Development Zone Management Committee, will set up a joint venture focusing 28nm and above crystal circle, the first phase, which is planned to build 100,000 pieces / month (12-inch sheet) wafer Capacity.
It is worth noting that recently, the good news related to SMIC advanced process products is constantly. According to the "Zhuhai Special Zone Daily" reported that core technology has completed the world's first chip stream and test based on SMIC FinFET N + 1 advanced process. "N + 1" is the code of SMIC for its second-generation advanced process. It has improved by 20% compared to the existing 14nm process, and the power consumption is reduced by 57%. The logical area is reduced by 63%, SOC The area is reduced by 55%. Since the foundry process is very close to the 7nm process, it is possible to produce the extreme UV lightning machine produced by ASML, also known as "domestic version" 7nm chip technology.
Eastern Securities said in the development report that SMIC's N + 1 process is currently in the customer's product certification period. It is expected that small amounts of output can be seen in the fourth quarter of 2020, and N + 2 process has also been included in the schedule.
In addition, on the evening of the 14th, the photolithologic giant Asa CFO Roger Dasse talked about China Core International, and Roger Dasse said that after understanding the United States, Asa believes At present, it is fully able to export DUV lightning machine systems to Chinese customers, and do not need to apply for an export license.
Editor in charge: LQ, read full text, original title: heavy! SMIC will expand large-scale production
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