Its a powerful automotive chip. Not every 8 inch foundry can produce grade 0 automotive chip because its very difficult to pass the test. Silterra had finally obtained the ticket to produce one of the higest premium lucrative chip in the market . The headache now is too many customers,which to priortise.
Foxconn boss said long term contract will be coming soon. Probably silterra will reserve the automotive caps for foxconn
Liu Yangwei said that Hon Hai and the Malaysian 8-inch wafer foundry SilTerra (Silicon Jia) have started business and engineering discussions and will soon sign a long-term contract. Xsemi, a joint venture with Yageo, plans to manufacture high-performance analog semiconductors and small chips.
First statement made by user above - "Assume only Dnex will get the business. How many companies like Silterra in the world or let say Asia"
Facts - Fortunately, SilTerra is indeed the only wafer fab: 1. In the world that has BCP-CMOS-DMOS Grade 0 (Meaning chip is able to withstand temperatures up to -150C) 2. It is also the only company in the world to begin mass produce this chip 3. It is also the only company in the world to IP this IC chip 4. It is also the only company in the world that has both Foxconn as its shareholder + Beijing CGP as a major shareholder of its subsidiary 5. It is also the only company in the world that is able to secure long term supply contract with Chipone 6. It is also the only company closest proximity to Foxconn's EV plans in Thailand that has local presence + automotive grade 0 IC chips
Note that most major fabs in Asia had capacity already maxed out for Smartphone and other devices, whilst Silterra with RM200m equipment upgrade is able to increase its capacity by 10-15% without incurring large capex cost (Also the only one in Asia, the rest need 2 years for ramp up)
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Posted by krish52 > 2021-09-02 06:29 | Report Abuse
the news are flowing like river but there is no momentum yet as the investors are not that keen in accepting it at least for now.