UBS研調指出,中國政府於去年第4季起積極發展當地半導體行業,
未來10年內將提供1000億元人民幣的補貼,預期嘉惠當地IC設計公司,SMIC與其向有穩固的合作關係,相信亦能雞犬升天。
SMIC受惠於稼動率及經營效率提高,過去3年成功扭虧為盈,相信即使缺乏政府補貼,亦能維持獲利。
整合內部設計服務團隊以及多家第三方IP合作夥伴的100多項IP,SMIC宣佈正式進入28nm製程,對外提供包含28nm PolySiON和28nm HKMG在內的MPW(multi project wafer)服務。
The first SMIC 28nm MPW shuttle included both 28PS and 28HKMG related customer products for verification, and was launched at the end of 2013 as planned. By taking more MPW shuttles in 2014, we will continue to take more positive steps to strengthen and diversify our technology offerings and meet customers' growing demands on both advanced and differentiated technologies.
- 李序武, executive VP of technology development at SMIC
另一方面,台灣的UMC表示,
28nm營收僅占其2013營收約低個位數比例。
UMC saw
40nm and more advanced processes account for a combined 24% of its total revenues in the fourth quarter compared to 15% during the same period of 2012. UMC also disclosed its
28nm technology will account for a low single digit percentage of company revenues by the end of 2013. UMC now has more than 20 customers for its 28nm processes, and has attained tape-out for 30 IC products
UMC is looking to skip 20nm and move directly to 14nm FinFET process technology. The foundry has been in part of the IBM joint technology development alliance, whose members include Globalfoundries and Samsung Electronics.