Regarding the new US sanctions list, SMIC responded yesterday that it has no significant impact on the company's operations. The company reaffirms that the company is an independent international company with investors, customers and other stakeholders all over the world, and the company's operations and procurement are as usual.
Subsequently, SMIC stated on the interactive platform that the company's first-generation FinFET 14-nanometer production has been measured in the four seasons of 2019; the second-generation FinFETN+1 has entered the customer introduction stage and is expected to be trial-produced in small quantities by the end of 2020.
According to SMIC’s Q3 quarter financial report announcement at the time, the company’s first-generation FinFET has been successfully mass-produced and will contribute meaningful revenue in the fourth quarter; the second-generation FinFET research and development is progressing steadily, and customer introduction is progressing smoothly.
Compared with the 14nm transistor size, the 12nm process has reduced power consumption by 20%, improved performance by 10%, and reduced error rate by 20%.
Now, SMIC has announced another major move, which is to spend 50 billion yuan to invest in the construction of 12-inch wafer manufacturing.
On the evening of December 4, SMIC issued an announcement that on December 4, 2020 (after trading hours), SMIC, the National Integrated Circuit Fund II and Yizhuang State Investment Corporation entered into a joint venture contract to jointly establish a joint venture. The registered capital of the joint venture is 5 billion U.S. dollars. SMIC, the National Integrated Circuit Fund II and Yizhuang International Investment Corporation each agreed to invest 2.55 billion U.S. dollars, 1,224.5 million U.S. dollars and 1,225.5 million U.S. dollars, accounting for 51%, 24.49%, and 1,225.55 billion U.S. dollars of the joint venture’s registered capital, respectively. 24.51%.
The business scope of the joint venture includes the production of 12-inch integrated circuit wafers and integrated circuit packaging series; technical testing; integrated circuit-related technology development, technical services and design services; sales of self-produced products (for projects subject to approval in accordance with relevant laws, Business activities approved by relevant agencies (subject to the final approval and filing content of the market supervision agency).
In fact, domestic semiconductor companies such as SMIC have indeed demonstrated a relatively good trend in their operations in the past two years.
SMIC’s single-quarter operating income in the third quarter was 7.638 billion yuan, a year-on-year increase of 31.71% and a month-on-month increase of 12.99%; the single-quarter net profit attributable to the parent was approximately 1.694 billion yuan, a year-on-year increase of 105.54%. Wafer manufacturing is the company's main business, accounting for about 85%-90% of revenue, of which more than 50% of the revenue comes from two types of wafers, 55/65 nanometers and 0.15/0.18 micron. The company's advanced process technology level has been steadily improved, and the capacity conversion performance capability has been continuously enhanced. The incremental development of the downstream 5G and AIoT fields has brought broad room for the company's business growth.
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