Hong Chunhui, MIC's industry consultant and deputy director, pointed out that analog IC manufacturers faced an increase in the number of outsourced IDM plants, and the space for compression and investment, together with the opportunity of 6-inch and 8-inch capacity expansion in the foundry, will not affect the future. Insufficient dilemma, it is estimated that the memory factory will continue to decline because of the DRAM price, and it may provide some production capacity analog IC in the future.
In this regard, analog IC industry, pointed out that foreign analog IC manufacturers have turned to 12-inch wafer fab, 8-inch plant capacity will be free, so the future supply capacity issues will not be too worried and cautiously optimistic.
It is understood that Texas Instruments (TI) recently launched the world's first 12-inch analog IC fab, code-named "RFAB", which mainly produces power management ICs, while other large foreign companies such as Maxim also followed in pace, and German IDM maker Infineon Ling also began to develop 12-inch plants for the production of analog ICs such as power management and power semiconductors, while another company, Intersil, also revealed that it will use 12-inch plants for production.
However, the industry also pointed out that in addition to Powerchip (5346), there are also many DRAM manufacturers that have the intention to convert the process to production analog ICs, and have already negotiated cooperation with domestic analog IC industry players, and compared with the requirements of wafer hutch. With interest rates of 40-50%, domestic DRAM makers are even willing to produce a business with a gross profit margin of only 10%, which will help reduce the cost of IC manufacturers.
IC industry analysts in China have assessed that it is relatively easy for DRAM factories to convert to analog IC manufacturing processes, and as DRAM prices continue to fall, switching to analog IC production is expected to lift the current operating situation. Although short-term yield problems remain to be overcome and overcome, the outlook It is quite optimistic that in the future, the DRAM factory-to-production analogy IC will also help the domestic analog IC industry to save money.
In this regard, analog IC industry, pointed out that foreign analog IC manufacturers have turned to 12-inch wafer fab, 8-inch plant capacity will be free, so the future supply capacity issues will not be too worried and cautiously optimistic.
It is understood that Texas Instruments (TI) recently launched the world's first 12-inch analog IC fab, code-named "RFAB", which mainly produces power management ICs, while other large foreign companies such as Maxim also followed in pace, and German IDM maker Infineon Ling also began to develop 12-inch plants for the production of analog ICs such as power management and power semiconductors, while another company, Intersil, also revealed that it will use 12-inch plants for production.
However, the industry also pointed out that in addition to Powerchip (5346), there are also many DRAM manufacturers that have the intention to convert the process to production analog ICs, and have already negotiated cooperation with domestic analog IC industry players, and compared with the requirements of wafer hutch. With interest rates of 40-50%, domestic DRAM makers are even willing to produce a business with a gross profit margin of only 10%, which will help reduce the cost of IC manufacturers.
IC industry analysts in China have assessed that it is relatively easy for DRAM factories to convert to analog IC manufacturing processes, and as DRAM prices continue to fall, switching to analog IC production is expected to lift the current operating situation. Although short-term yield problems remain to be overcome and overcome, the outlook It is quite optimistic that in the future, the DRAM factory-to-production analogy IC will also help the domestic analog IC industry to save money.
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