中国半导体晶圆厂的走向分析

China:Fab Boom or Bust

中国政府希望在本土生产更多芯片,因此密切关注着IC行业的发展。作为计划的一部分,中国已经吸引了多家跨国芯片制造商在其境内建造新的晶圆厂。对于跨国的芯片制造商来说,吸引力是能够更接近庞大的客户群。近乎疯狂的投资正在引发多方关于这个复杂市场如何演变的猜测。

The Chinese government hopes to produce more chips at home, so it pays close attention to the development of the IC industry. As part of the plan, China has attracted a number of multinational chip makers to build new Fabs in its territory. For multinational chip manufacturers, the attraction is closer to the huge customer base. Near frenzied investment is causing a lot of speculation about how this complex market evolution.