美国盯上了中芯国际,若被拉黑,材料设备厂将遭殃

发布时间:2020/9/7 10:21:39

美国政府考虑将中芯国际列入贸易制裁名单,打乱中国大陆半导体产业自主化脚步,并恐进一步冲击硅晶圆、硅智材等周边材料设备供应链。由于层面涵盖来自美国的设备和材料,台湾相关协力厂,以及提供大陆IC设计服务的业者,也难逃波及。

 


根据市调机构统计,中芯国际是全球第五大晶圆代工厂,居台积电、三星、格芯、联电之后。中芯国际晶圆代工月产能约当48万片8吋晶圆,市占率约4.5%,客户高达上千家。

 

业界人士指出,中芯国际前十大客户包括华为旗下海思,以及中兴通讯、大唐电信、紫光展锐、兆易创新、豪威等大陆重量级芯片厂。中芯国际堪称是中国大陆IC设计业长期依靠的重要晶圆代工来源。

 

因此,一旦美国制裁中芯国际,半导体业者及国内研究单位均认为将直接击中支撑大陆半导体产业最重要一根支柱,连带让IC设计和后段封测二根柱子也跟着动摇,伤害将是非常大且深。

 

美国不断挟科技优势阻挠大陆自主发展半导体的脚步,一旦中芯成为美方贸易黑名单,短期将立即造成应材、科林研发、科磊等美国半导体设备大厂销往大陆的实绩,相关光阻、研磨、显影及周边耗材、备品也将同受波及。

 

另外,中国台湾与中芯国际紧密合作的硅智财厂,或承包新增产线机电工程的承包厂、协助大陆IC设计公司开发特殊应用芯片的芯片设计公司,以及为美商代工半导体设备及耗材的公司,也会受到牵连。


深圳市信通吉电子有限公司(简称信通吉KingTong),企业总部位于香港,成立于2010年,在香港设立业务和进出口中心,并加入了HKITBFSeekicICsource 等各大平台。公司在深圳宝安区、深圳福田区设立办事处和现货仓储点,为满足不同客户需求设立了电源事业部、配套事业部和海外事业部。公司致力推广TI德州仪器(Texas Instruments)集成电路产品,并以TI产品为重心不断拓展ADINXPMAXIMALTERA等更多品牌产品线来满足客户的更多需求,产品涵盖:电源管理芯片、接口芯片、数字隔离器、模数转换器、精密放大器、仪表放大器、微控制器、传感器等已有超3000+型号产品现货,6000+型号订货资源,产品广泛应用于:消费电子、能源、通信设备、医疗器械、仪器仪表和测量、电机控制系统、安防、过程控制和工业自动化、工业4.0、物联网、媒体播放器、数据处理及储存等领域。

十年来,信通吉KingTong一直秉承“质量撑起永不落的太阳“的宗旨,以诚取信,以质取胜,服务至上的为国内外多家厂商提供了各种元器件配套服务,与之建立了长期的合作关系。奠定了在国内电子产品应用领域的地位。

我们正在做的事情:十年芯程,一路原装,专业供应!

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