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On March 2, according to media reports, < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E4%B8%AD%E8%8A%AF%E5%9B%BD%E9%99%85 "> SMIC < / a > has obtained the supply license from some American equipment manufacturers for its mature process. SMIC replied in the Shanghai E-interaction that the company will do its best to continue to work with global industry chain partners to ensure that the company's production continuity and expansion planning will not be affected. < p > < p > SMIC stressed that although the uncertainty still exists, the company always adheres to the operation in accordance with the law and has the confidence to ensure that the company's production and operation will not be adversely affected in the short term. < / P > < p > previously, Morgan Stanley reported that the US equipment suppliers have recently resumed the supply of components and on-site services to SMIC, which has alleviated the external concerns about SMIC's consumable reserves and after-sales equipment to a certain extent. The report further points out that SMIC's mature process business is expected to obtain the license of equipment supply_ blank" href=" https://news.163.com/news/search?keyword=%E9%AB%98%E9%80%9A "> Qualcomm < / a > still insists on cooperating with SMIC to solve the problem of PMIC supply shortage, and some parts of Taiwan, such as MediaTek and Ruiyu semiconductor, are < a target ="_ blank" href=" https://news.163.com/news/search?keyword=%E8%8A%AF%E7%89%87 "> chip < / a > manufacturers are also seeking more production capacity from SMIC. It is estimated that the revenue of SMIC will increase by 10% - 15% in 2021. On March 2, SMIC research released a report saying that the US Department of Commerce, the Department of defense, the Department of energy and the State Department have approved the US leading equipment manufacturers to license SMIC international to supply equipment of 14nm and above (mature processes such as 14nm and 28nm). "Not only that, the key equipment for 14 nm wafer epitaxial growth that SMIC has applied for but failed to pass has also been approved. However, there is no progress in the export license of 10 nm and below technology nodes. " Xinmou research, the report said. < p > < p > on December 20, 2020, SMIC made an explanatory announcement on being included in the list of entities by the United States. According to the announcement, after the company is included in the list of entities, according to the relevant laws and regulations of the United States, suppliers must obtain the export license of the U.S. Department of Commerce to supply products or technologies applicable to the U.S. export administration regulations to the company. The U.S. Department of Commerce will adopt a "presumption of denial" approval policy for products or technologies used for 10 nm and below technology nodes (including extreme ultraviolet technology). At the same time, the company may be limited in providing OEM services for some special customers. < / P > < p > SMIC said that after preliminary evaluation, the above matters have no significant adverse impact on the company's short-term operation and financial situation, and have significant adverse impact on the R & D and capacity construction of advanced processes of 10 nm and below. The company will continue to cooperate with relevant departments of the U.S. government Communicate, take all feasible measures according to the situation, actively seek solutions, and strive to minimize the adverse effects. < / P > < p > Zhao Haijun, CEO of SMIC, pointed out earlier in the financial report conference call that since SMIC has maintained a stable cooperative relationship with us suppliers in the past 20 years, a large number of us suppliers are the first choice of SMIC, and according to the US export control regulations, the parts from the US have to apply for licenses. Zhao Haijun stressed that the company and suppliers are actively applying for the license at the first time, and the suppliers have been making progress in the application of SMIC to update the license. SMIC international promises to customers that for consumables with short shelf life, the company will not interrupt within 3 months; for accessories, the company will not interrupt within 6 months.

2023-03-22 10:04:29