Priced at 1.15 billion yuan, 1206 pieces of equipment were injected into the joint venture! Sk Hynix grabs the mainland wafer foundry market!

According to Korean media BusinessKorea Reported recently , After this year 10 Announced the acquisition of Intel's NAND Flash memory business and Dalian factory ,SK Hynix（SK hynix ） We are expanding the layout of wafer foundry business in China .

BusinessKorea Reports said ,SK Hynix Its subsidiary company specializing in wafer foundry business ——SK Hynix System IC With 1,942 Billion won （ renminbi 11.5 One hundred million yuan ） The price of , It will be located in Cheongju, Zhongqing North Road, South Korea M8 Factory 1,206 Pieces of semiconductor production equipment were sold to a joint venture of the group in Wuxi, China , With a view to further expanding its wafer foundry business in China .

The data shows ,SK Hynix System IC The predecessor was SK Hynix On 2010 The wafer foundry business department established in .2017 year ,SK Hynix After the official spin off of its wafer foundry business, an independent subsidiary was officially established SK Hynix System IC, Its purpose is to further strengthen the competitiveness of the wafer foundry business , meanwhile SK Hynix Also hope that through the OEM business , Make full use of its production line , Reduce operating costs , And make it a new growth engine beyond the storage business .

at that time , from SK Hynix independent SK Hynix System IC Qingzhou M8 The capacity of the plant is 10 Ten thousand pieces 8 Inch wafer , The main products are display panel drivers IC、 Power management IC and CMOS image sensor .M8 The largest customer of the factory is LG, On behalf of LG OEM LCD screen drivers IC. Besides M8 Also for Korea Silicon Works、Silicon Mitus Manufacturing power management chips , And for SK Hynix production CMOS image sensor .

In order to further develop China's wafer foundry market ,2018 year 7 month ,SK Hynix Announced its wafer foundry subsidiary SK hynix System IC Will be established in Wuxi 8 Inch wafer foundry , Mainly used for production analogy IC. Then ,2018 year 8 month , South Korea SK Hynix System IC The company established a wholly-owned enterprise in Xinwu District, Wuxi SK Hynix system integrated circuit （ wuxi ） Co., LTD. , Covers an area of 18 Thousands of square meters , Investment in phase I Project 2.75 Billion dollars .

meanwhile ,SK Hynix System IC It also established a joint venture with Wuxi Industrial Development Group under the state owned assets supervision and Administration Commission of Wuxi —— Haichen semiconductor （ wuxi ） Co., LTD. （ hereinafter referred to as “ Haichen semiconductor ”）, The registered capital 3.66 Billion dollars , The shareholding ratio of both parties is respectively 49.9% and 50.1%.

according to the understanding of , The joint venture will be established as 8 The main operator of inch wafer foundry project , The total investment 14 Billion dollars , Mainly engaged in CIS（ Camera circuit ）、DDI（ Drive circuit ）、PMIC（ Power management integrated circuits ） And NAND Memory and other OEM manufacturing and sales businesses , At the same time, new OEM businesses such as logic and mixed signal chips will also be developed . among ,SK Hynix System IC Mainly provide 8 Inch wafer production equipment and other tangible and intangible assets , Wuxi Industrial Development Group, a subsidiary of the state owned assets supervision and Administration Commission of Wuxi, provides workshops 、 Water and other necessary infrastructure .

2019 year 2 month , Haichen semiconductor newly built 8 The main workshop of inch wafer foundry was officially capped , This year, 3 month 16 The trial production of the film began on the th .

According to the plan of the joint venture ,SK Hynix Will be in 2021 Before the end of year , Qingzhou, South Korea... Will be sent in batches M8 factory 8 Inch wafer foundry production equipment moved to the joint venture factory in Wuxi, China . expect 2022 After being put into operation in, it will be produced monthly 11.5 over 8 Inch wafer , Far higher than other countries at home and abroad 8 Inch enterprise monthly production 5 The average level of 10000 pieces .

therefore , this SK Hynix System IC It will be located in Cheongju, Zhongqing North Road, South Korea M8 More than 1000 semiconductor production equipment of the factory are sold to the joint venture Haichen semiconductor , It is also part of the previous plan . At the same time, it also means that the joint venture plant is about to enter the stage of mass production .

although ,SK Hynix It will be located in Qingzhou, South Korea M8 factory 8 Inch wafer foundry production line moved to Wuxi , But it should be noted that , Its 8 The core R & D of inch wafer foundry will remain in South Korea . Besides , South Korea still retains 12 Inch wafer foundry , Mainly used in production CMOS High value-added products such as image sensors .

therefore ,SK Hynix System IC Haichen semiconductor, a joint venture with Wuxi SASAC , In fact, it doesn't bring much core technology . A analysis says ,SK Hynix System IC Qingzhou M8 Wafer foundry 8 Inch production line equipment is relatively old , And mainly for the simulation with low process requirements IC, Korean local customers are limited , Competitiveness and income have not been improved , Therefore, it was decided to move the production line to Chinese Mainland .

in addition , The total investment of Haichen semiconductor is 14 Billion dollars （ renminbi 92.79 One hundred million yuan ）, near 93 With an investment of 100 million yuan, one who does not have core R & D capabilities 、 Using old equipment 、 Main production simulation IC Of 8 Inch wafer foundry , Whether it is worth ？ As a contrast , Gekewei is newly built in Shanghai 12 Inch CIS Integrated circuit characteristic process R & D and industrialization project , According to previous official reports , The total investment of the project is expected to be 22 Billion dollars （ renminbi 145.82 One hundred million yuan ）. According to the data disclosed in gekewei's prospectus , The investment amount of this project is 68.45 Billion yuan .

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