In mobile electronProductThe times of climax happen frequently, measure an enterprise to also rise abruptly subsequently. By force of the electronProductThe marketRenew the pressure with rapidder rate, measure to sealingQualityAnd output demand also is in ceaseless promotion.

Issue academy of develop industry according to TrendForce banner beforehand appraise, before 10 big are measuredActing factoryBattalion received appraise to amount to 11.12 billion dollar first half of the year 2018, year add 10.5 ％ , under last year the corresponding period 16.4 ％ .

Among them, long report science and technology, Tian Shuihua day, connect battalion of rich small report to close to all double digit grows, before these 3 manufacturers are occupied 10 big are measuredActing factoryTotal battalion receives specific gravity to amount to 26.9 ％ , start calendar year new tall.

Before the whole world 10 big IC seal business of the plant that measure era to rank a side, the rank did not see first half of the year this year fluctuant, according to foreword the moon that it is day is cast accuse Er of light of the life below the banner, Ike, Jiangsu to grow report, life light is cast accuse the silicon below the banner to taste, force is become, Tian Shuihua day, connect Fu Wei report, couplet to measure, Beijing yuan electric Ji Namao.

This one rank and was compared 2017 and do not have too big change, among them only couplet is measured rise, row the 8th, beijing yuan report drops, row the 9th.

Battalion receives growing rate, after long report science and technology, Tian Shuihua day reachs a Fu Wei to report is in and buy conformity to come to an end, battalion closes first half of the year respectively year add 18.7 ％ , 40.9 ％ , 17.2 ％ , all the beautiful performance that capture gives double digit to grow.

Academy of develop industry points out, suffer delay of high-end smartphone growing hasten and brilliant circle to rise in price first half of the year influence, besides seal field of the labor that measure era year add rate as last year the corresponding period, global IC is sealed measure course of study to also suffer an effect, beforehand estimate value of output is 25.15 billion dollar, year add 1.4 ％ , relatively last year the corresponding period 9.1 ％ glide significantly.

As rise abruptly of the burgeoning industry such as terminal of content couplet net, big data, intelligence quickly in recent years, our country integrated circuit is sealed measure course of study to begin from now on before in low endEncloseDomain to high end advancedEncloseTechnical stride. Research and development and layout are advanced encloseThe marketAlso became long report, Hua Tianhe to connect rich small report to wait for a main impetus that measures enterprise battalion to restrain growth.

Academy of industry of of the develop before this expresses, because global industry conformity reachs competitive aggravate, chinese IC is sealed measure a manufacturer to expand heavy name a person for a particular job from abroad buy obtain high-end Resident Evil to enclose technology and city to occupy rate, turn and exert oneself reachs SiP to wait at developing Fan-Out advanced enclose a technology.

According to Chinese brilliant circle the factory is produced can plan, reckon every produced per month circle of 12 inches of brilliant of the China before the bottom 2018 can add about 162 thousand newly actually, at the appointed time China always is produced per month can be produce formerly can 1.8 times 200 thousand, these yield can promotion will become China to seal the main driving force that measures course of study to grew 2018 further.

And Chinese IC seals those who measure an industry to be expected to grow advocate because include:

Was expected with the market needing inside the Chinese semiconductor that the communication such as the smartphone gives priority to 2018 the year’s harvest is long 6.5% .

Home seals the person that measure employment to last augment is produced can, and because the person that Jiangsu long report, Nantong China amounts to the indigenous industry such as microelectronics obtains the government to prop up through the means such as semiconductor big fund, its enlarge produces business of opposite foreign capital active.

Domestic mainland seals the person that measure employment to by means of is bought and wait for means to acquire a technology, like Jiangsu long report is bought and friend of gold of Singapore star division (Huada microelectronics of STATS ChipPAC) , Nantong is bought and plant of AMD Bin city and Suzhou factory, seal into Chinese IC measure one of industrial growing kinetic energy.

Academy of develop industry still points out, although the market values car, 5G, artificial intelligence generally (AI) wait for subject matter, but the technology still guides in application level, finite to showing level to seal the production value that measure employment to drive. And because be in industrial value catenary weaker power segment, be faced with circle of brilliant of delay of smartphone growing hasten, silicon to rise in price bring aboutCostGo up raise, most course of study person head expression of season wool interest rate all is inferior to last year the corresponding period.

Look into future, academy of develop industry thinks, although second half of the year enters a traditionSaleBusy season, but as brilliant circle breach of supply and demand expands, Brilliant circleMakeCostRise continuously, seal the pressure of wool interest rate that measures course of study to be faced with to will last possibly to the end of the year. (proofread / model Chengdu)

To Taiwan and even global semiconductor industry, zhang Zhongmou is a name that has weight, 30 years when in him stage of in control of accumulates report, this enterprise from an unknown to public, company that is not valued, grow be global tipBrilliant circle generation is versed inThumb.

2017 money year, battalion of implementation of stage accumulating report receives 33 billion dollar (add up to 208.7 billion yuan of RMBs about) , net profit is close to 80 billion yuan of RMB, its market prise is as high as 220 billion dollar, exceed Intel to become the semiconductor company with the biggest whole world. Exceed Intel to become the semiconductor company with the biggest whole world.. Brilliant circle generation is versed in” the success of mode is to let Zhang Zhongmou have more ” semiconductor is patristic ” beautiful praise.

Go up somehow, the stage that Zhang Zhongmou establishs accumulates report not only the industry that created oneself (semiconductorMakeActing industry) , the industry that also created a client (semiconductor designs an industry) . Divide the work because of the industry just about gradually make good, without brilliant circle factory IC designs a company (Fabless) ceaseless emerge in large numbers, brought up thereby connect high, division of hair of Ying Weida, couplet, rich is connected wait for one numerous famous semiconductor to design a manufacturer.

Ying Weida author holds presiding apparitor Huang Renxun concurrently to once conveyed the acknowledgment that seeks to Zhangzhong publicly, “If do not have a stage to accumulate report, the boss that oneself are a small company only ” .

Someone says, go up century the golden age that 70 time are American semiconductor industry, 80 time are the times of height of Japanese semiconductor trend, 90 time are Korea guides partly rise times, so, 0 time are to be in brilliant round factory to prop up below, the times of a new force suddenly rises of industry of Chinese Taiwan semiconductor.

Be in what be a delegate with Zhang Zhongmou ” strong person age ” , taiwan semiconductor talent comes forth in large numbers, include couplet to send division father among them president of the Zhang Qingju of the president before Cai Ming interpose, world is advanced, science and technology that achieve alone is regnal Yang Ding of patriarch of electron of cause, Hua Bang yuan. Industrial development also entered drive. The station that designs company couplet to send division, IC to make from IC accumulates report, seal to IC measured company life light to comprise the strongest battle array.

And in eye on 1000 of downstage bay appear on the market in the company, have near proportional manufacturer is engaged in half the number the product related move and electronic industry, be be worthy of the name ” electronic treasure island ” , and these electric subsidiary can be divided roughly it is two kinds, one kind is upriver semiconductor company, include material, Equipment, design, make with measure; Still having a kind is computer and business of mobile phone acting plant and form a complete set 0 package company.

What accompanying Zhang Zhongmou nevertheless is emeritus, what oneself conveyed to the foreground of Taiwan semiconductor inside course of study is anxious. Even if is him Zhang Zhongmou, also admit global semiconductorInvestmentThe height has gone, “Of semiconductor become quickly had gone for a long time, arrive from 1952 2000, the time that is as long as 48 years, annual and average compound increase rate 16 ％ , that is very high number. After 2000, probably 4 ％ go to remnant 5 ％ , did not come 10 years, I think to also be met is 4 ％ to 5 ％ . “

Below such environment, more the exercise to benefit the internal organs of test company.

Semiconductor industry is OK imitate becomes ran, every player is to making similar action actually, it is somebody suits long-distance running only, somebody suits dash. The challenge that Taiwan company place faces has come from at external, also have come from at interior, have industrial level, also have technical level. Whether can be 10 years to the next Taiwan, be born to accumulate report like the stage again such semiconductor tycoon, the answer is very difficult apparently.

From the point of exterior challenge, academy of industry of of market country develop studies manager Lin Jianhong thinks, it is mature that Taiwan is inMake ChengThe production city of node occupies portion to will glide stage by stage. And in-house challenge comes from will reduce at level of policy of land, the sources of energy, education, pay make measure again devoted force. “In PC and smartphone growing hasten delay falls, the impetus path of manufacturing industry of conductor of market dimensions half-and-half glides, and in AI, 5G, drive oneself wait for a topic for discussion to go up, will appear new market scale, if client favour is gained in competition, will be Taiwan semiconductor manufacturing industry whether the key that grows continuously. “

More important is, big burst of the technology is adapting the pattern of semiconductor industry, than holding the post of the perception that when states before the tycoon of science and technology that stands in the summit is more intense. It is with be being connected high exemple. Although the chip tycoon such as Intel suffers a defeat to make the new show on the market in mobile times, but in artificial intelligence, 5G crudely before, appear however to the snipe of wall street some ability not equal to one’s ambition. The rich before this connects buy although fail to embark on a journey,should make an appointment with, but can see, even if is the semiconductor industry before the rank leans, also cannot make sure whether oneself can be become in changing ” victim ” .

And new market requirement also appears in the company with new stimulation. Bibcock enterprise is mixed for implementation dimensions economy reduce cost, can begin the international that stems from strategic conformity purpose to be bought continuously. In the meantime, after be being entered as the industry rub Er times, the enterprise also can accelerate layout rising market, pattern of fractionize domain competition accelerates heavy model, of the domain such as center of electron of cincture couplet net, car, data, artificial intelligence buy will active with each passing day.

To Chinese Taiwan, with IC the design is exemple, although be the whole world,the 2nd big IC designs an area, be next to the United States, difference is very actually big still, and buy agitation not be current.

This always perhaps has with Taiwan proprietor of an enterprise ” rather chicken head, after not be an ox ” psychology is concerned. Course of study ever had Taiwan semiconductor very strong dominant position, but did not hold an opportunity to rectify and transform, a lot of company scope are very little nowadays, international layout is insufficient, can compete in fractionize market only.

Lin Jianhong thinks, semiconductor industry is the industry of high dimensions economy, round acting industry can grow brilliant to all get in the defeat of memory industry with Taiwan flourishingly the influence of dimensions economy. Taiwan gets resource of be confined to on integral semiconductor development finite, must bet limited natural resources to go up in specific project, bring about consequently in contain crucial IP/EDA/ material / of device sphereInvestmentLack relatively, become the weaker link in Taiwan semiconductor development. finance and economics

Brilliant circle generation is versed in yesterday of report of couplet of 2 elder brother (13) day goes straight towards harden by force, drive semiconductor a group of things with common features group morale. Negotiable securities of letter of heart volition, Lyons, luck, yuan cast greatly consider wait to be aimed at in the round most authority is worth a stage to accumulate report, 8Big clientOrder emerge in large numbers, battalion of Cheng of 7 pay the metric system receives drive to soar next year 277 ％ .

Arouse Ben Bojing the couplet report of upsurge of round acting labour, the earliest it is semiconductor of area of Asia-Pacific of You Ruiyin negotiable securities of chief analyst Lv Jia puts forward big a favourable turn. He is newest the viewpoint is, integral semiconductor industry changes in recent years great, not only competeDomainChange, intelligent machine, car is used, artificial intelligence (AI) , content couplet net (IoT) like emerge, round acting factory produces any crystalline substance can be critical, bargain ability promotes, industryStructureHad turned beautiful, cannot rise in price with short line only business chance inspects.

Interesting is, originally the industry is by bibcock one elder brother drives the rest an assault fortified positions, its and go this instead, drive a stage to accumulate report to search red, world by couplet report advanced rise, offer legal person additional kind ponder over angle. Foreign capital yesterday is bought exceed a stage to accumulate report 7, 264 pieces, tall house pop chart the 3rd, also stop successive 3 trade day sells king of value exceeding authority.

Couplet report explodes yesterday an even more quantity of 350 thousand magnify, close in with harden 18.5 yuan; Stage accumulating report rises 1.31 ％ , receive 232 yuan.

Analyst of industry of semiconductor of heart volition negotiable securities points out in Zhouli, 5 big business chance drive a stage to accumulate report city of 7 accept rice occupies dilate, include: Chip of intelligence mobile phone (connect apple, high, the sea thinks of semiconductor) , network chip (rich is connected, couplet hair division) , electric contest GPU (Nvidia, AMD) , but form changes logistic component FPGA (Sailingsai) , add close money ASIC to wait.

Add in 8 big clients hold below, heart volition estimates, battalion of Cheng of 7 pay the metric system receives stage accumulating report to will soar next year nearly 3 times, occupy integral battalion to receive proportion from this year 1 do not become, pull litre to 29 ％ . In the meantime, stage accumulating report takes the place of in integral brilliant circle the battalion in labor field closes occupy than, also can increase to by 56 ％ 6 into.

Yuan cast greatly consider Taiwan area to study the ministry is in charge of Zhang Jiaqi to express, design number of day of have enough to meet need of company goods in stock to look with global IC, semiconductor industry situation already saw improving sign, each company also enters peak period gradually, meet driving terminal requirement, integral industry still grows continuously this year, see international nowCapitalCircumfluence manner.

Hou Mingxiao of analyst of industry of semiconductor of Lyons negotiable securities points out, talk according to be opposite with client of Asian orgnaization legal person recently, discover the client is close to adding money somewhat misgive. Like that because bit money digs mine to use ASIC,this is, the 2nd, 3 season are changing Cheng of 7 pay the metric system from 16 accept rice, stage accumulating report is long term battalion carry kinetic energy looks as before spruce, it is semiconductor a group of things with common features group average first selection, appraise of conjectural and reasonable share price is worth 285 yuan.

Not merely Lyons, stage accumulating report is lucky letter Asia-Pacific more (do not contain Japan) pay close attention to one of stock list most, lucky letter gifts 270 yuan of conjectural and reasonable share price, value a stage to accumulate report to seize the contribution that place of 400 series chip brings tall Tong Xiaolong, battalion harvest grows appraise this year near 1 into. Industrial and commercial times

Association of international semiconductor industry (SEMI) publishs a report, semiconductor of predicting whole world estate facilities defray will innovate 3 years continuously tall, today bright press year of increase rate two years to be respectively 14% reach 9% . If be like finally,forecast, estate facilities expenses will rise global semiconductor 4 years repeatedly, since be acting 1990 metaphase first.

The report points to, china and Korea take posses to close litre of sign, hailishi increases SK of country of its Sino-South Korean equipment spending, but SamSung can reduce the relevant investment in Korea. Chinese respect, today bright two years equipment defray will press year of growth respectively 65% reach 57% , today bright two years will respectively 58% reach 56% defray to be undertaken the whole thing by foreign capital, include Intel, SK Hailishi, luo Fangde of pass mark of stage accumulating report, SamSung (GLOBALFOUNDRIES) .

The relevant equipment expenses this year also can rise Japan 60% , basically come from Sa of Toshiba, Suo Ni, luck (Renesas) Ji Meiguang (Micron) . SEMI

Because legal person circle comes out,circle of 8 brilliant is produced can be fully loaded with, go up tone acting labour quote, couplet report (2303) reach the world is advanced (5347) couplet sleeves go up greatly, couplet report leaves to go high tall, attack harden continuously, clinch a deal enlarge of quantity with one action comes 300 thousand pieces of above, the world is advanced dish in reach 72.7 yuan for a time, carry prewar wave height to nod, go up amount to 8.18% .

Legal person circle points out, because 8 brilliant is round acting labour is produced can, indebted at getting MOSFET (metallic oxide semiconductor crystal of field effect report) , IC of power source management and car use chip demand to soar, add enlarge of acting factory of global brilliant circle to produce main with 12 advanced make Cheng give priority to, 8 equipment is costly, do not accord with investment benefit, round acting factory does not have global brilliant substantially the plan that enlarge produces, increase continuously in overall demand, cause condition of supply and demand more will close spruce, end of the 2nd season brews tone going up quote.

In addition, source control of report of foreign IDM big plant and car use order to will leave in great quantities, and situation of this one flourish will continue to all the way 2019, and prospective IDM big plant expects inside course of study commentate weak trend can increase only won’t decrease, basically undertake because of the foreign trader product combination is optimized, continuously will medium rank gross profit order commentate give professional acting plantProduction, the enterprise concentrates resource dedicated use at the car, labour accuses to wait for research and development of Leakey product, reduce manufacturing cost and cost, couplet report and world are advanced continuously indebted this one trend, battalion of second half of the year carries all the way free flourishing. Economic daily

As artificial intelligence (AI) generation comes, demand of efficient operation chip will grow ceaselessly, but at present tungsten of semiconductor former stock already faced physical maximum with copper, material of application of plant of equipment of the biggest semiconductor announces the whole world, roll out cobaltic metal to regard Cheng of 7 pay the metric system as the following conductor, promote chip efficiency.

Artificial intelligence and big data times come, chip also must be passed through ceaseless small shrink promotion efficiency, if where,production gives efficiency under Cheng of 10 pay the metric system report of taller, bad news fewer, area is smaller the main task that the chip that reachs low cost makes current semiconductor make Cheng go up.

Use material explanation, in PC times, the electric crystal of chipStructureGive priority to with plane, scarce conformity material, use small film to have chip small shrink, can make chip efficiency promotion and bad news report fewer wait for a requirement so, wait to action communication as times progress nevertheless, the client begins affiliated to a ministry to aim design oneself picture, from alignment fourfold design is drawn, and apply extremely ultraviolet light (EUV) continue small shrink, chip efficiency gain begins slow down, cost efficiency also is reduced.

Accompany rub below the foot of Er law, the most advanced now semiconductor makes Cheng had entered grade of 7 accept rice, be in nevertheless chip is ceaseless small shrink, partial conductor is like tungsten and copper under Cheng of 10 pay the metric system already cannot successful small shrink, use material explanation, because its report sex is in,electric crystal contact and lead of local terminal metal make Cheng had approached physical limit, original tungsten and copper also cannot guide again become interface, this also makes crystal of fin form report (FinFET) the bottleneck that cannot develop efficiency completely.

Applied material points out, cobaltic metal is eliminating this bottleneck, it is the technical turn of conductor with cobaltic metal, drive rub Er law goes downward continuously, at present cobalt has been passedTest and verifyCan apply to a large number of production, cobalt is in narrow the low resistance character that the line is apart from place to show improves power comsumption effectively, let material project can last small shrink, and the height that applied material offers optimizes deposit, temper, evenness to change the technology that make Cheng to be able to reduce cost and improvementFine rate.

In fact, applied material affects with collaboration of stage accumulating report close together, stage accumulating report is at present advanced supply by applied material almost on the crucial equipment that makes Cheng and material, because this accumulates report to make Cheng as the stage ceaseless small shrink, applied material also will be expected to last indebted. Industrial and commercial times