According to Japanese media reports, since it was sanctioned by the US government in 2019, China has invested in more than 60 Chinese semiconductor-related companies, and covers all areas designed for testing. This is a situation where China is trying to build its own supply chain in China to improve its semiconductor performance when overseas transactions are restricted.
According to a report from Chinese website on 2019, in the same year that in the same year that China was initiated by the United States, it established the "Hubble Technology Founding Investment Company" with full assets, which has been expanding its investment in Chinese semiconductor-related companies. According to the survey, there are more than 60 Chinese semiconductor-related companies invested through Hubble, and more than 50 of them are listed as shareholders, but the shareholding ratio that can be traced is mostly less than 10%.
According to reports, China is a investment target through Hubble, covering manufacturing fields such as semiconductor design, materials, manufacturing and testing, and there are not a few companies that have the technologies required for a new generation of products. Hua intends to promote these companies to keep pace with them in order to develop related technologies and produce products.
According to an analysis by Ton, a senior director of the Mizuho Bank in Japan, who is familiar with Chinese economy, China has first promoted the construction of a "controllable supply chain".
In addition to investment, Hua is also closely related to the Shenzhen-based equipment manufacturer "Xinkailai", because Xinkailai is widely regarded as a company that was independent from Hua after it was sanctioned by the United States, and is named under the Shenzhen Municipal Government. Some analysts believe that Xinkai is developing high-performance key exposure equipment on its own.
The report mentioned that Xinkai has built several large bases in Shenzhen and the project is progressing rapidly. Reuters previously reported that New Kailai plans to raise US$2.8 billion (about NT$81.8 billion) to build a factory to expand equipment.
Hua is banned from trading with Taiwan Electricity due to sanctions from the United States. Therefore, in order to improve the semiconductor supply chain in China, China has also continuously improved its own technology, and the 7-nanometer chip developed by itself has been installed in equipment such as smart phones. The new pencil-type computer that was launched on June 6 is considered to use more advanced 5-nanometer chips.
However, the report believes that there are still some questions about the mass production of cutting-edge chips. Industry insiders said that Huawei still lags behind competitors in terms of precision and production efficiency, including equipment produced by Xinkai. If you want to promote volume by yourself, investment will still increase.
Extended reading: Create your own supply chain and invest in China 60 Chinese semiconductor companies