Workflow
22纳米特殊制程平台产品
icon
Search documents
联电也要去日本建厂?
半导体行业观察· 2025-03-07 01:23
Core Viewpoint - SBI Holdings has terminated its partnership with Powerchip Semiconductor Manufacturing Corporation (PSMC) for the construction of a semiconductor fab in Miyagi Prefecture, Japan, and is now seeking collaboration with United Microelectronics Corporation (UMC) and SK Hynix for the same project [2]. Group 1: SBI Holdings and Semiconductor Factory Plans - SBI Holdings announced the cancellation of its collaboration with PSMC on September 27, 2024, but will continue with the plan to build the semiconductor factory in Miyagi [2]. - The Miyagi fab will be developed in two phases, with the first phase expected to start production in 2027, targeting a monthly capacity of 10,000 12-inch wafers for 40nm and 55nm chips [2]. - The second phase is projected to begin production in 2029, expanding the product range to include 28nm chips and utilizing Wafer-on-Wafer (WoW) technology, with a full capacity of 40,000 wafers per month [2]. Group 2: UMC's Financial Performance - UMC reported a consolidated revenue of NT$18.193 billion in February, a decrease of 8.15% month-over-month, marking the lowest level in nearly eight months, but still a year-on-year increase of 4.25% [4]. - The cumulative revenue for the first two months reached NT$38 billion, reflecting a year-on-year growth of 4.21%, also the second-highest for the same period since 2022 [4]. - UMC anticipates that its wafer shipment volume will stabilize compared to the fourth quarter of the previous year, with a capacity utilization rate around 70% [4]. Group 3: Future Outlook for UMC - UMC has noted strong customer interest in upgrading to the 22nm special process platform, which offers significant advantages in power consumption and performance over the 28nm process, aimed at next-generation communication technologies and display driver ICs [5]. - The company is accelerating the production of 22nm products, expecting them to contribute significantly to revenue starting in 2025 [5]. - Key expansion projects are progressing as planned, including a third fab in Singapore to enhance supply chain resilience and a collaboration with U.S. partners to develop a 12nm process platform to meet customer demands for upgrades below 22nm [5].