The Impact of the US Action against Fujian Jinhua and UMC

February 2019 | 11 pages | ID: IF8F43DD574EN
Market Intelligence & Consulting Institute (MIC)

Abstracts

In line with the 'Made in China 2025' plan set out in the '13th Five-Year Plan,' the Chinese government has invested heavily in recent years to strengthen its position in the semiconductor industry, with a focus on memory chips. As Beijing beefed up its chip-making prowess, Chinese semiconductor makers became more involved in patent-related legal disputes with other IC makers. With the onset of the Sino-U.S. trade war, the issue took on global proportions. This report reviews and analyzes the possible subsequent impact of the US Justice Department complaints against Fujian Jinhua and UMC.

Contents

1. BACKGROUND

1.1 On National Security Grounds, the US Department of Commerce Puts Fujian Jinhua on its Control List
1.2 The Relationship between Fujian Jinhua and UMC

2. IMPACT ON TAIWAN'S SEMICONDUCTOR INDUSTRY

2.1 Development of Taiwan’s DRAM Industry is Limited
2.2 Taiwanese Semiconductor Manufacturers Will Be More Cautious about Cooperating with China

3. THE IMPACT ON THE CHINESE SEMICONDUCTOR INDUSTRY

3.1 Stronger Resistance to Semiconductor Development in China
3.2 Fujian Jinhua will Stop Building Plants and Lower Its Profile
MIC Perspective
Appendix
Glossary of Terms

COMPANIES MENTIONED

AMD
Fujian Jinhua
Inotera
Micron
Powerchip
Rexchip
SK Hynix
SMIC
Spreadtrum Communications
Sugon
Tsinghua Unisplendour
TSMC
UMC
ZTE