China semiconductor players and techs

The US export control policy has restricted the development of China's semiconductor advanced manufacturing processes, but driven by the demand for emerging applications such as those for high performance computing (HPC), Internet of Things (IoT), electric vehicles (EV), and green energy, the Chinese government and semiconductor firms have stepped up efforts promoting independent development of the country's semiconductor industry.

Among them, Chinese wafer foundries, IDMs, and IC design houses are actively expanding the chip production capacity for mature processes and developing chip packaging technologies supporting emerging applications to meet the demand for chips and reduce the technological dependence on other countries for chip production.

In wafer foundry, SMIC continues to improve its process technology and cooperates with local Chinese companies to cope with the impact of the US export ban on its business development. The Huahong Group is also actively building 12-inch mature process production lines in Shanghai and Wuxi, targeting IoT, green energy, and new energy vehicle applications. 

• Introduction

• US sanctions

• Table 1: Rolling adjustments of US sanctions

• China 5-year plans

• Table 2: Details of China's 5-year plans

• China semiconductor clusters

• Table 3: China's major semiconductor clusters

• Chinese foundries

• SMIC

• Table 4: SMIC development of advanced processes

• Table 5: SMIC expanding mature process capacity

• Table 6: SMIC Ningbo and SMIC Shaoxing will focus on planning for special processes

• Huahong

• Table 7: Huahong deploys capacity at Wuxi and Shanghai, with focus on power semiconductor applications

• CR Micro

• Table 8: CR Micro targets power semiconductor application development

• Nexchip

• Table 9: Nexchip rides the wave of automotive semiconductor industry chain development in Hefei

• Chinese memory players and IDMs

• Memory players

• Table 10: Chinese memory players DRAM and NAND flash development

• Table 11: China's semiconductor industry chain accelerates local HBM R&D

• IDMs providers

• Table 12: Chinese IDM providers plan for automotive chip market

• Compound semiconductors

• Table 13: China will include compound semiconductors in industry autonomy goals

• IC design houses

• Table 14: Chinese IC design houses are building capacity

• Chinese OSAT

• Table 15: Chinese OSATs plan for emerging chip technologies

• Table 16: Chinese OSATs' technology capabilities

• Summary

• Table 17: Policy support, strong domestic demand, and new applications will help China's semiconductor autonomy