中国经营报数字报刊平台
Zhong Guo Jing Ying Bao·2025-08-25 12:24

Core Insights - The article discusses the strategic expansion of Huahong Semiconductor's 12-inch wafer production capacity, highlighting its significance in the competitive semiconductor market [1][2] - The company aims to enhance its technological capabilities and product offerings while transitioning from 8-inch to 12-inch wafer production [1] Group 1: Company Overview - Huahong Semiconductor operates two 12-inch wafer fabs in Wuxi, with a focus on automotive-grade chip manufacturing in its new facility, which began construction in June 2023 and aims for a monthly capacity of 83,000 wafers [1] - The company has seen a shift in revenue contribution from 8-inch to 12-inch wafers, with 12-inch wafer revenue increasing from $233 million in the previous year to $334 million in Q2 2025 [1] Group 2: Strategic Acquisition - The acquisition of Huahong's fifth fab is aimed at addressing industry competition and significantly increasing the overall 12-inch production capacity [2] - The fifth fab is expected to add over $500 million in annual revenue if it reaches full production, enhancing Huahong's position in the mature process market [2] - The acquisition will unify the company's production lines and create a more complete 12-inch platform, facilitating better collaboration among existing fabs [2]