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又一座芯片工厂开建,投资过百亿
半导体行业观察·2025-11-15 01:42

Core Viewpoint - Awz Investment Group announced plans to invest 5 billion new shekels (approximately 10 billion RMB) in building an advanced semiconductor manufacturing plant in Ashkelon, but key questions regarding funding and technology sources remain unanswered [2][5]. Group 1: Investment and Project Details - The planned factory will not produce silicon chips but will focus on III-V semiconductor technology, utilizing compounds from groups 13, 14, and 15 of the periodic table, such as gallium arsenide and gallium nitride [2][3]. - III-V semiconductors offer advantages over silicon, including higher electron mobility, better power efficiency, and superior light-emitting properties, making them valuable in defense, telecommunications, artificial intelligence, and quantum computing [3][4]. Group 2: Challenges and Concerns - Building a semiconductor manufacturing facility is complex and capital-intensive, requiring advanced technical expertise and years of experience, along with specialized and expensive equipment [3][4]. - Awz lacks a track record in developing or managing projects of this scale and complexity, raising concerns about the feasibility of the project [4][5]. - The company has not disclosed the identities or experience of the international advisory team that will oversee the project, nor the sources of funding for the 5 billion new shekels investment [5].