是说芯语·2025-05-25 11:19Summary of Key Points Core Viewpoint - The article provides an analysis of the foundry capacity of SMIC (Semiconductor Manufacturing International Corporation) across its facilities in Beijing, Tianjin, Shanghai, and Shenzhen, highlighting the production capacity for both 8-inch and 12-inch wafers in the first quarter of the year and projections for the upcoming quarters. Group 1: Beijing Foundry Capacity - Beijing has three 12-inch wafer fabs with capacities of 56, 76, and 25 KWPM in Q1. The production capacity is expected to remain stable in the next two quarters, with a slight decline anticipated [3][4]. Group 2: Tianjin Foundry Capacity - Tianjin has one 8-inch wafer fab with a capacity of 148 KWPM in Q1. A slight decrease in production capacity is expected in the following two quarters [5][6]. Group 3: Shanghai Foundry Capacity - Shanghai, being SMIC's main base, has one 8-inch fab and two 12-inch fabs. The capacities in Q1 are 120 KWPM for the 8-inch fab and 23 and 13 KWPM for the 12-inch fabs. The 8-inch fab's capacity is expected to decline, while the 12-inch fabs are projected to increase their production [7][8]. Group 4: Shenzhen Foundry Capacity - Shenzhen has one 8-inch fab with a capacity of 67 KWPM and one 12-inch fab with a capacity of 33 KWPM in Q1. Future projections indicate a slight increase in both fabs' capacities [9][10].