US sanctions impede future enlargement at mature nodes, however impacts are short-term, says former SMIC govt

Late night on August 2, Nancy Pelosi, speaker of the US Home of Representatives, landed in Taipei, Taiwan, marking probably the most geopolitically charged chapter of her ongoing Asia tour.

Earlier at present (August 3), Pelosi reportedly talked to TSMC chairman Mark Liu pertaining to the Chips Act simply handed by the US Congress final week. Accompanying its efforts to bolster the semiconductor provide chain largely concentrated in Asia, the US can be piling up the strain onto China’s semiconductor business.

Semiconductor tools suppliers like KLA and Lam Analysis have each confirmed the newest US push to forestall China from

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US-China tech conflict: High Chinese language chip maker SMIC to speculate report US$5 billion in capability enlargement after income doubled in 2021

China’s greatest semiconductor foundry has put aside a report quantity for capability enlargement in 2022, after its income greater than doubled in 2021 because of sturdy demand for chips.

Semiconductor Manufacturing Worldwide Corp (SMIC) has earmarked US$5 billion for capital expenditure this yr, up from US$4.5 billion in 2021. The funding might enhance its month-to-month capability by 130,000 to 150,000 8-inch equal wafers, the corporate mentioned.

The larger funding plan got here after SMIC reported that web income in 2021 hit US$1.7 billion, greater than double the earlier yr’s US$716 million, even supposing the corporate was placed on a US

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