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Yoshida in China: SMIC rides on China fabless growth

Differentiation strategy
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Les_Slater
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re: Yoshida in China: SMIC rides on China fabless growth
Les_Slater   4/26/2013 11:35:55 AM
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Interesting. I was wondering how much, if at all, is their fab technology dependent on foreign suppliers and in what areas.

junko.yoshida
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re: Yoshida in China: SMIC rides on China fabless growth
junko.yoshida   4/26/2013 8:27:18 PM
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As for its 28nm process technology, SMIC has been working closely with IBM. But over the years, SMIC has accumulated its own IPs. Earlier this year, SMIC announced that it has been selected as a 2012-2013 constituent of the Ocean Tomo 300 Patent Index. The Ocean Tomo 300 Patent Index is the first stock index based on the value of corporate intellectual property. The Patent Index is composed of 300 companies chosen for the value of their patent portfolios relative to book value. As of January 2013, SMIC claims that it held more than 3,000 patents, with 3,800 patent applications pending.

resistion
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re: Yoshida in China: SMIC rides on China fabless growth
resistion   4/29/2013 1:16:56 PM
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A large number to maintain, may be more liability than asset.

resistion
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re: Yoshida in China: SMIC rides on China fabless growth
resistion   4/29/2013 1:19:24 PM
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It seems impossible to take 28 nm share from TSMC or even GlobalFoundries. Except maybe by cost reduction, an extremely bad way to do it. When can they offer FinFET and/or SOI?

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