UMC Expresses 14nm Direct Jump 14nm

UMC Expresses 14nm Direct Jump 14nm UMC held a law meeting on the 8th. Regarding the advanced process progress of the outside world, even if the road of 28nm is still bumpy, and the production volume of TSMC's 20nm process is nearing its birth, UMC CEO Yan Bowen still says that he believes that 28N The rice process will be a "strong, and long-life node" process. As for the 20-nm process, it will not become a weak node. He emphasized that after UMC’s 28nm process, the next process is likely to skip 20nm and 14nm directly.

Yan Bowen pointed out that for the 20nm process, the biggest variable is not technically difficult to achieve, but the cost of double patterning is too high, so he does not think that the customer's future demand for 20nm will be very strong. . He said that Apple's demand for 20nm is an exception. For most customers, the 20nm process may not be cost-effective, so even if UMC has a 20nm SoC product, it will meet the needs of customers. A small amount of push.

After the 28-nm process, Yan Bowen also drew up the blueprint for the next step in the process. It is expected that UMC will conduct a 14-nanometer tape-out (design finalization) in Q3 next year, and is expected to test production in 14 years in 2015. Meter process.

Yan Bowen said that at present, the operating target of 28 nanometers remains unchanged, and it still aims to take up a low single-digit percentage point of the overall revenue by the end of this year. Compared with 28nm, UMC is obviously more optimistic about the kinetic energy of 40nm and special process this year. Yan Bowen stressed that he is optimistic about the 40-nanometer manufacturing UMC has a lot of room for growth, and UMC's 40-nanometer market share will continue to increase. He pointed out that the recent 40-nanometer process R&D collaboration launched by Spansion, the leader of UMC and flash memory solutions, is an example.

About Q1 UMC's 40nm process revenue this year increased from 15% last year Q4 to 18%, but 65/55nm's revenue share has decreased from 40% to 32%, for this Yan Bowen explained On the one hand, although 65-nanometer demand is poor, UMC’s continued shift of the machine from 65nm to 40nm is also the main reason.

As for on-the-spot questions, it was pointed out that according to data from the research institute IC Insights, UMC has already reached the fourth position in global wafer foundry. In response to this, Yen Bowen responded that according to UMC’s own estimates, if it was only obtained from wafer sales In terms of revenue, UMC still ranks second, Samsung ranks third, and Grofont is fourth.

It is worth noting that UMC Chief Financial Officer Liu Qidong also foresees that this will be the last time the UMC’s on-site law session will be held. The next time the law is held in early August, it will be conducted in the form of an online law.

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