Chairman of SMIC International: will not speculate in stocks

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 Chairman of SMIC International: will not speculate in stocks


In addition to further answering the companys listing progress, Zhou Zixue said that the companys current mass production and major research projects do not need EUV lithography machine for the time being. As for equipment procurement, it will not comment on single equipment according to relevant commercial agreements. As for delivery time, procurement is as usual at present.

Photolithography is the equipment needed for ultraviolet exposure in chip manufacturing, and it is the core of production. Its working principle is similar to film and photo processing, which also determines the chip manufacturing process. In 2006, ASML, the manufacturer, launched the EUV lithography model, and Intel, Samsung Electronics and TSMC have invested in the research and development process.

ASML financial report shows that a total of 26 sets of EUV lithography machines were delivered in 2019, bringing 2.789 billion euro revenue, accounting for 31% of the whole year. The price is so expensive that it still leads to a semiconductor scramble because EUV lithography is required for 7 nm and more advanced processes. At present, Samsung Electronics and TSMC have used it for chip production, and Intel plans to use the lithography machine.

In early 2018, ASML and SMIC reached a purchase order for EUV lithography machine with a value of about US $120 million, which was originally expected to be delivered by the end of 2019. However, due to the Dutch government did not issue a new export license to ASML, resulting in the failure to deliver. Under the influence of the new crown epidemic, ASML said that the production and manufacturing of the lithography machine had not been affected and the demand had not changed, but the supply chain was limited, resulting in delivery delay. It mentioned the impact on Wuhan customers. Although SMIC did not name SMIC directly, SMIC has a 12 inch wafer factory in Wuhan, and only SMIC international places orders in China.

In addition, in view of the business situation under the influence of the epidemic era and Sino US trade relations after the second half of the year, Zhou Zixue said that with the development of 5g, IOT and other industries, the semiconductor industry has a strong demand. Semiconductor industry is a global industry, which needs the joint efforts of the whole industry chain. SMIC maintains its legal and compliant operation, and its operation target and production expansion plan will not be affected this year.

As TSMC plans to invest in the construction of packaging and testing plants, in the post process era, the industry generally pays attention to the manufacturing OEM, and enterprises gradually cross into the field of OEM. In response to this, Zhou Zixue said that SMIC will continue to focus on the field of wafer foundry and cooperate with our strategic partner, Changdian, to provide optional packaging services for customers.

For many semiconductor companies A shares disclosed recently, they are participating in strategic investment through the fund. Gao Yonggang told the Beijing News reporters that SMIC and the upstream and downstream industries of the industrial chain are promoting the development of semiconductor industry in Chinese mainland. This is our most important expectation.

As for whether the company will fall below the issue price after the listing, Gao Yonggang said that the issue price is reasonable, which has reserved appropriate space for the secondary market.

Although SMIC will be listed in the two places after it is finally listed on the science and technology innovation board, Jiang Chengjun, assistant to the president of Haitong Securities and general manager of investment bank headquarters, the sponsor (co lead underwriter), replied that at present, according to relevant laws and regulations, there is no arrangement for A-shares and Hong Kong shares to be transferred to each other.

Editor Xu Chao proofread Wei Zhuo

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