鉴于上文所述的数据局限性，我们应谨慎解读这些结论。 因工艺节点而异的生产能力的地理分布 公众号记得加星标⭐️，第一时间看推送不会错过。 近日，经济合作与发展组织(OECD：Organisation for Economic Co-operation and Developme nt ) 发布了一份名为（THE CHIP LANDSCAPE：GEOGRAPHICAL DISTRIBUTION OF WA FER FABRICATION CAPACITY）的报告。 报告中，他们基于其了解，分享了其对全球晶圆厂产能的数据统计。现在，我们将其摘译如下， 分享给读者。需要声明的是，由于本文讨论的数据基于对SEMI、TechInsights数据和案头研究 的分析而得出的部分结论。 图 1 显示了五个晶圆产能最高的经济体（即中华人民共和、中国台湾、韩国、日本和美国）在七个不 同工艺节点密度范围内（详见方框 1）的在产晶圆产能（不包括即将投产的晶圆厂的产能）的地理分 布。截至 2025 年 9 月，这五个经济体合计占全球在产晶圆产能的 87%。 图 1 展示了不同经济体工艺节点组合的差异。例如，韩国的晶圆产能高度集中，近 8 ...

Summary of Key Points Core Viewpoint - The article provides an analysis of the foundry capacities of SMIC (Semiconductor Manufacturing International Corporation) across its facilities in Beijing, Tianjin, Shanghai, and Shenzhen, focusing on the production capacity of 8-inch and 12-inch wafers in the first quarter of the year and projections for the upcoming quarters. Group 1: Beijing - Beijing has three 12-inch wafer fabs with capacities of 56, 76, and 25 KWPM in Q1 of this year. The production capacity for the last two quarters of the year is expected to remain consistent with Q1, with a slight decline anticipated [2]. Group 2: Tianjin - Tianjin has one 8-inch wafer fab with a Q1 capacity of 148 KWPM. A slight decrease in capacity is expected for the upcoming two quarters [3][4]. Group 3: Shanghai - Shanghai, being the main hub for SMIC, 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 two 12-inch fabs, respectively. The 8-inch fab's capacity is expected to decline, while the 12-inch fabs are projected to increase their capacities in the latter half of the year [5][6]. Group 4: Shenzhen - Shenzhen has one 8-inch fab and one 12-inch fab, with Q1 capacities of 67 KWPM and 33 KWPM, respectively. Projections for future quarters indicate a slight increase for the 12-inch fab and a decrease for the 8-inch fab [7][8].