The importance of mature craftsmanship is prominent, and even the United States has turned back to compete with China to compete for mature technology production capacity

Earlier, Samsung and TSMC were in full swing in advanced craftsmanship, allowing all parties to pay close attention to advanced craftsmanship. However, recently, a new chip company in the United States Skywater has received US $ 27 million in US Department of Defense, and Skywater's most advanced craftsmanship is only 65nm. This may allow all parties to rethink the significance of mature craftsmanship.

In fact, the shortage of chip supply in the past two years has been heated up to mature craftsmanship. The third most advanced process of chip manufacturing companies that enter the global chip foundry TOP10 in China is 65nm. It is currently promoting 55nm technology. It is precisely the fastest -growing chip manufacturing company in TOP10.

The reason why mature craftsmanship is sought after again is that most of the chips required by various industries around the world in the past two years are produced by mature craftsmanship, especially the automotive industry that has been suffering from the shortage of chips. Craft production, the IGBT chip developed by the leader of the domestic new energy automobile industry BYD is produced at 90nm process, but has reached the world's mainstream level.

The chip produced by mature craftsmanship is higher in terms of reliability, and the industry knows that advanced craftsmanship can bring higher performance, but the weakness of advanced technology is that it may lead to a decline in reliability. It can be seen that if the car chip is often used for more than ten years, this also prompted car chips to produce mature technology.

Another is that the production cost of mature craftsmanship is lower. For industrial manufacturing, costs have always been the most important factor for them. For cars, a car requires tens of thousands of components. Of course It is necessary to control each other, which also makes car chips prefer to use mature craftsmanship.

The cost of advanced technology is getting higher and higher, which has made it difficult for the chip industry to bear. The mature technology DUV lithography machine is tens of millions of dollars, the price of the first generation EUV lithography machine is US $ 120 million, and the price of the second -generation EUV lithography machine is again The increase of more than 400 million US dollars has led to the increase in the cost index of advanced processes.

由于目前即将量产的3nm工艺成本太高，据悉已决定采用3nm工艺的芯片企业仅有Intel和苹果，其他芯片企业大多都停留在4nm工艺；台积电也考虑到太多芯片企业无法承受昂贵的先进Crafts, developed 3D WOW packaging technology. The chip produced by 7nm supplemented with 3D WOW process can achieve 5nm performance, reducing chip production costs.

Nowadays, the global chip industry has entered a downlink stage. The chip supply is excessive and the price has fallen. The days of the chip industry will not be too good. The control cost will once again become a priority factors for chip design companies. Many chip design companies are competing, while the United States occupy nearly 50%of the world's chip market share only 12%of chip production capacity, and the production capacity of mature technology is more scarce, so it can be understood by funding the development of a new founding enterprise to develop mature craftsmanship.

In recent years, China's vigorous development is precisely the production capacity of mature crafts. In just a few years, China's chip production capacity has increased from fifth place to third place in the world. It can be seen that the growth of China's mature technology capacity is extremely rapid. With China The rise in chip production capacity has risen sharply.

As China's self -sufficiency rate rises, China is gradually reducing chip imports. The chip import volume in the first five months of this year has decreased by 28.3 billion yuan, the amount of chip imports in the first half of the year has decreased by 1.3%. It shows that while Chinese chips are enhanced by self -sufficiency, they are still exporting chips overseas. The rise in Chinese chip competitiveness should still be related to the lower cost of chip produced by Chinese mature technology.

On the one hand, China continues to import chips from the United States, but on the other hand, it has made a large export chip to become competitors of American chips. This has made the American chip industry see the importance of mature craftsmanship. The huge progress of Chinese chips is a happy progress made in China.

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