陸晶圓廠去美化 中芯40奈米國產設備生產 - 工程師
By Emma
at 2020-09-11T14:37
at 2020-09-11T14:37
Table of Contents
陸晶圓廠去美化 中芯40奈米國產設備生產線年底試產
中國大型晶片製造業者正加速減少仰賴美系半導體製造設備,因為擔心華府可能升高科技
戰,進一步對他們的營運實施禁令。
日經亞洲評論引述知情人士報導,中芯國際和長江存儲等公司都訂定在生產線上測試非美
系國產設備的遠大目標。
中國的晶圓廠也從包括應用材料(Applied Materials)在內的設備供應商,囤積可用上
數年的耗材。
根據消息來源,「地緣政治風險促使中國大陸晶片製造業者儘速擬定B計畫」。
中芯國際已訂定目標,今年底前,不用美系設備的40奈米製程要開始試產,再三年,更先
進的28奈米製程也將去美化。
儘管40奈米製程比起台積電的5奈米製程落後了好幾個世代,生產出來的晶片無法用在最
新款智慧手機、筆電和伺服器處理器上,但可用於電視、監視器晶片平台和影像感測器。
在此同時,長江存儲自5月起幾乎每月調高採用國產半導體設備和耗材的比率。最新目標
是來自國內供應商的設備比率要從現行的30%提高到70%。
美國軟體和設備是全球半導體製造的重心,中國業者以及業界領導者三星和台積電均見採
用。如果不用美系設備,晶圓廠可能面臨成本上揚和良率變差的問題。但自從美國5月對
華為實施嚴格的出口禁令後,北京積極推動晶片自給自足。
J&J投資公司投資長程正樺說:「晶片生產線全面改採非美系設備一定會影響中國晶片生
產商的產品競爭力,但非常長期而言,那些美國公司的市場地位也將受創,因為再過幾年
,他們的產品就不再是非買不可的了。」
瑞士信貸分析師Randy Abrams說,中國「當然會想變得更自給自足。然而,全球科技供應
鏈緊密聯繫,任何國家想要100%自給自足都非常困難」。
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