U.S. Semiconductor Export Restrictions: No Prospects for SMIC Restructuring
ー SMIC’s revenue and profit fell sharply ー
– Top management changed due to poor management –
We will deliver a summary of articles published in hisayoshi-katsumata-worldview.
China’s Countermeasures: Export Restrictions on Gallium for Semiconductors
ーDominate next-generation semiconductor supply chainー
-In-house production of next-generation GaN power semiconductors in China-
We will deliver a summary of the article published in the Hankyoreh newspaper.
U.S. Semiconductor Export Regulations:
Initially, it targeted specific companies such as Huawei.
However, export restrictions have now expanded to cover the entire supply of semiconductor equipment and materials.
Ministry of Commerce of China:
China’s semiconductor industry is in crisis
In July, we convened a meeting with major semiconductor manufacturers.
SMIC’s financial results for the January-March period:
Sales decreased by 20.6% year-on-year. Net income decreased by 53.1%, a significant decline in both sales and profit.
Mr. Ko Takanaga of SMIC resigned from the position of chairman and executive director.
Mr. Liu Xunfeng has made a personnel change to become the new chairman
Foundries of the World: Ranking
As of March 2023, SMIC has a market share of 5.3%.
It follows TSMC, Samsung Electronics of South Korea, GF of the United States, and UMC of Taiwan.
SMIC ranks fifth in the world.
The future of Chinese semiconductors:
SMIC has less than 10% of TSMC’s share of 56.1%.
Semiconductor regulations in the US, Japan, and the Netherlands:
At this stage, the import of semiconductor manufacturing equipment was prohibited.
China is completely behind.
https://hisayoshi-katsumata-worldview.com/archives/32944991.html
China’s Countermeasures: Export Restrictions on Gallium for Semiconductors
ーDominate next-generation semiconductor supply chainー
-In-house production of next-generation GaN power semiconductors in China-
Korea Industrial Research Institute:
On August 2nd, I explained in the report “China’s export restrictions and South Korea’s response”.
Chinese Export Regulations:
China’s export controls go beyond retaliation to US controls.
From a long-term perspective, China will internalize the next-generation semiconductor supply chain and take the lead in the market
China Ministry of Commerce and General Administration of Customs (Customs Service):
Regulation of gallium and germanium
On August 1, the export of gallium, germanium and related products was restricted.
China produces 90% of the world’s gallium and 60% of germanium.
Aims of gallium export controls:
China’s gallium export restrictions are closely related to its GaN next-generation power semiconductor strategy.
Taking the lead in power semiconductors:
China’s next-generation power semiconductors have a small “technical gap between China and the advanced semiconductor countries of Japan and the United States.”
Chinese power semiconductor materials and production:
China has already secured major raw materials and production capacity.
Internalize the supply chain in the huge Chinese market.
Power semiconductors are used in 5G communications and EVs.
There is already a lot of demand in the Chinese market.
Features of next-generation power semiconductors:
It is clearly different from conventional silicon semiconductors.
Wafers are manufactured from compounds extracted from rare metals.
Silicon wafer technology and production equipment are unnecessary.
Power Semiconductor Patents: Ranking
China’s “Gallium Nitride Power Semiconductors”
China ranks second (28%) in terms of the number of relevant patents, after Japan (33%).
https://news.yahoo.co.jp/articles/624dec1fb56f054fd83a7aba29e48ff128e38e15