The localization of semiconductor manufacturing is imperative!

Release time：

08 Aug,2024

Summary

When discussing the complexity and investment in semiconductor manufacturing, one cannot help but marvel at how the capital behemoth behind it drives the entire industry forward. From basic 6/8/12 inch wafers, to advanced Si/SiC materials, to the segmentation of different processes, products, and production capacities, every link is full of challenges and opportunities. Behind all this is an investment of hundreds of millions, even tens of billions of funds. Where exactly do they go ? And why are they so expensive ? Let's uncover this mystery together.

Astronomical Capital Expenditure

In the field of semiconductor manufacturing, capital expenditure (CAPEX) is an unavoidable keyword. From small-scale investments of hundreds of millions of yuan to large-scale investments of hundreds of billions, these funds pour in like a tide, driving the continuous advancement of the industry. Especially for high-end manufacturing, such as 12 inches +Si+28nm+2 ten thousand pieces / monthly production lines, their CAPEX is as high as hundreds of billions of RMB. When technology further advances to 7nm、3nm and other cutting-edge fields, the investment amount soars, almost becoming an astronomical figure.

Four Pillars of Capital Flow

So where exactly does this huge amount of money go? ? Generally speaking, they mainly focus on the following four aspects:

Equipment cost: This is one of the largest expenses in semiconductor manufacturing, accounting for 70%-80% of the total investment. With continuous technological advancements, this proportion may even reach 90% . Lithography machines, thin film deposition equipment, etching machines, ion implanters, and other high-end equipment, each is invaluable and is key to the manufacturing process. In particular, the cost of lithography machines accounts for a high percentage 25% , highlighting its importance.

Construction cost: Although it is lower than the equipment cost, the construction cost is still considerable. It includes the investment in land acquisition, architectural design, and cleanroom construction. With technological upgrades, the proportion of construction costs in the total investment may gradually decrease, but it remains an indispensable part.

R&D cost: Semiconductor manufacturing is an industry that is highly dependent on technological innovation. To maintain competitiveness, companies must continuously invest in process R&D and product development. Although these investments may not see immediate returns in the short term, they are crucial for the long-term development of the company.

Other operating costs: In addition to the above three major expenses, semiconductor manufacturing also needs to bear personnel wages, water and electricity fees, raw material purchases, and other operating costs. At the same time, in order to meet environmental protection and safety standards, companies also need to invest a large amount of funds in environmental protection facilities construction and safety management.

The Inevitable Choice of Domestic Production

In the face of fierce competition and complex challenges in the semiconductor manufacturing industry, domestic production has become an unavoidable choice for us. In this process, gas flow meters, as an important part of technological innovation, also require our attention and investment. Through independent research and development, technological innovation, and industrial upgrading, we can not only improve the performance and quality of gas flow meters but also reduce our dependence on imported products, contributing to the domestic production process of semiconductor manufacturing.

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Our gas mass flow controller, with its superior performance and extreme precision, precisely controls every stream of gas, ensuring stability and efficiency in the production process. Whether it is high-precision coating, complex process control, or the stringent requirements of large-scale production, we can provide customized solutions to help customers achieve a double leap in product quality and production efficiency.