Wafer foundry capacity expansion plan in China, 2022

China-based integrated device manufacturers (IDM) including Silan Microelectronics, GTA, SiEn, CanSemi and YDME as well as China-based memory chip makers including YMTC, XMC and CXMT are expected to keep raising their production scales in 2022.

Meanwhile, China-based foundries including SMIC, Huahong Group and Nexchip are also aggressively expanding capacity. Moreover, foreign foundries including TSMC and Samsung Electronics will have added capacity coming online in 2022.

With China's semiconductor self-sufficiency remains at a low level, building up domestic production capacity will help China raise its semiconductor self-sufficiency, which is expected to encourage China's IC manufacturers to keep on expanding their capacity.

As to China's IC design firms, only very few of them have in-house manufacturing capability. Amid intensifying US-China tech war, China's IC design firms are looking to build their own fabrication lines.

• Introduction

• Company breakdown

• Silan Microelectronics

• Table 1: Capacity at Silan foundry affiliates, 2020-2022

• GTA, SiEn, CanSemi, YDME

• Table 2: Capacity at GTA, SiEn, CanSemi, YDME foundries, 2020-2022

• SMIC

• Table 3: Capacity at SMIC foundry affiliates, 2020-2022

• Huahong, CR Micro, Nexchip

• Table 4: Capacity at Huahong, CR Micro and Nexchip foundries, 2020-2022

• Taiwanese foundries

• Table 5: Capacity at Taiwanese foundries, 2020-2022

• Chinese memory foundries

• Table 6: Capacity at Chinese memory foundries, 2020-2022

• Non-Chinese memory foundries

• Table 7: Capacity at non-Chinese memory foundries, 2020-2022

• Chinese IC design houses

• Table 8: Capacity at Chinese IC design houses, 2020-2022

• Factors affecting China IC capacity expansions

• Table 9: Factors affecting China IC capacity expansions, 2022