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Mo Dakang, consultant of Applied Materials, USA: "In the current global competition for the processing market, the huge market demand and the current situation in Taiwan have driven Taiwan enterprises out of the interests and must accelerate the transfer to the mainland."

At the end of January, Chen Minliang, chairman of Taiwan’s Maode, will come to Chongqing to participate in the signing ceremony of the “811” project.

The “811” project is the largest foreign investment project in Chongqing. This project was formerly known as Chongqing University City Xiyong Microelectronics Technology Park (hereinafter referred to as Xiyong Microelectronics Park). With the thawing of the semiconductor investment ban by the Taiwan authorities, this project will be renamed as “Mao De Engineering”.

Chongqing grabbed business

The reporter learned that the name of the "811" project was actually finalized by Wang Hongju, the mayor of Chongqing. Wang Hongju said: "8 inches, 0.11 micron. Just call '811', remember."

As early as November 2005, ProMOS's agreement with Chongqing was an 8-inch, 0.11-micron production line. "Because Taiwan has a ban on semiconductors entering the mainland, (Chongqing) and Maode have adopted relatively confidential measures. Maode is also known as Chuanhe Technology Co., Ltd." Lao Li, who works in Xiyong Microelectronics Park, points to a micro-electric park. The worker who is under construction said: "There should be a project called Maude in the future." Director Yu Lanying of the Xiyong Micro-Electricity Industrial Development Company said: "The preparatory work is now ready. Just wait for Chen Minliang to sign the formal agreement. The investment will reach 900 million US dollars."

According to a person familiar with the Chongqing Municipal Government, in fact, 200 million US dollars of ProMOS's US$900 million investment was advanced by the Chongqing Municipal Government, namely the construction of factories and related infrastructure. At that time, as Taiwan had not yet lifted the ban, Chongqing left Taiwan’s ProMOS and avoided the investment risk of Taiwan’s ProMOS by undertaking the construction of the pre-plant and infrastructure. Otherwise, Taiwanese chip companies are not afraid to rush into the ban on Taiwan.

Recently, Chen Minliang, chairman of Taiwan's Maode, said that although the current chip factory construction is partially funded by the Chongqing municipal government, in the future, ProMOS will buy back the shares from the Chongqing municipal government. Yu Lanying said: "After signing the formal agreement, the relevant matters will be announced."

The same mindset is also the global semiconductor leader Taiwan Sun Moonlight. The group's plan to build a packaging plant in Chongqing has been in operation for two years and plans to invest $1 billion. According to the above-mentioned Lao Li, ASE has not officially entered the Xiyong Micro-Electrical Park, but the land has been leveled and there are 160 mu of land. The plot is close to the standard factory building and service center that the micro-electric park has already completed. Micro-Electric Garden staff also admitted that ASE has not yet signed a formal agreement with Chongqing. However, when the agreement was signed with ProMOS, the senior executives of the ASE Group, Zhang Yusheng and other senior officials will also arrive.

According to Chongqing's forecast, after the entry of Maode and Riyueguang, the industrial value of Chongqing Xiyong Micro-Electrical Park will reach 100 billion to 150 billion yuan in 2010.

The Taiwan ban was forced to thaw?

At the end of last year, Taiwan approved the application of TSMC to transfer the 0.18 micron production line to mainland China for production. The semiconductor industry observer and consultant of the US Applied Materials Company, Mo Dakang, told this reporter that TSMC will increase its investment in Shanghai Songjiang Base. Although there are currently three production lines of 0.35 micron, 0.25 micron and 0.18 micron processes, the real role of the bridgehead is to understand the trend of the mainland market and to process the processing; to provide feedback to the Taiwan base and develop high-end technology.

Just after TSMC's application was approved, late last year, Taiwan also gave the green and light to the local largest and third largest memory chip manufacturers, Powerchip Semiconductor and ProMOS, allowing the two companies to invest US$400 million and 3.65 respectively. In the US$100 million, an 8-inch chip factory (ie 0.11 micron) was built in Suzhou and Chongqing. At the same time, ASE was allowed to purchase shares of Weiyu Technology Testing and Packaging Co., Ltd., headquartered in Shanghai, and this acquisition will bring possibilities for inputting high-end technology.

As a mainstream wafer manufacturing technology in the industry, 0.18 micron technology has been adopted by most semiconductor companies at home and abroad. However, due to concerns about technology outflows, as early as 2000, Taiwan had issued two bans: First, it explicitly banned island enterprises from setting up factories to the mainland, and second, the amount of investment in the mainland should not exceed 40% of the company's net assets. Previously, Taiwan’s “landing standard” for the technology was 0.25 micron. Even with this backward technology, if Taiwanese companies want to get a "passport", they will have too many thresholds.

"In the current globalization of the processing market, the huge market demand and the status quo in Taiwan make Taiwan enterprises driven by the interests, and must accelerate the transfer to the mainland." Mo Dakang believes that Taiwan's four major disadvantages make its semiconductor industry appear The shift of the tide, that is, the shortage of filial talents in the market, insufficient power and in the earthquake zone, “apparently the mainland is its best place to stay, especially the western city that has just started.”

An analyst at CCID Consulting believes that the lifting of the ban in Taiwan is mainly due to the trend of the acquisition of Sun Moonlight by Carlyle in 2006. "If the ban continues to be implemented, more Taiwan-funded enterprises will enter the mainland through the curve, then Taiwan will face the threat of a large number of local companies being acquired by international capital." The source said, "After the company is acquired, it must be released, Taiwan investment. People will not be able to benefit from the future development of these companies."

The pattern of the mainland market has changed

Data shows that mainland chip makers have seven 6-inch factories and 11 8-inch factories, while Taiwanese companies have nine and 21 seats respectively. The production capacity of mainland 12-inch chips also lags behind Taiwan. To date, Taiwanese companies have 11 12-inch factories, while the mainland has no more than two.

“If ASE can settle in Chongqing, this will make the group's investment in the mainland form the layout of Shanghai, Kunshan and Chongqing 'iron triangle'. While Powerchip settled in Suzhou, TSMC made force in Shanghai, plus SMIC, the completion of these layouts is obviously It poses a threat to mainland enterprises that are a few steps away." Wang Tao, an analyst at analyst firm Analysys International, expects Taiwan-funded enterprises to bring production technology to mainland enterprises.

When the chip industry turned to a 12-inch factory, mainland manufacturers failed to keep up with the pace of development, making the growth of the market share of mainland chip manufacturers has stopped.

Mo Dakang believes that the current semiconductor companies in Taiwan are still second-tier foundry technology, mainly concentrated below 0.18 microns, 0.35 microns or more is the most advanced technology and development trend, but this will also be the domestic peer technology manufacturers. Caused a huge impact.

The Financial Times commented on the significance of the lifting of the ban: "The Taiwanese economy is undergoing a painful structural adjustment process because the speed of the low-end manufacturing business to the mainland is fast and wide, and it has never been experienced by any other economy. Over."