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賽微電子(300456.SZ):瑞典產線正在積極建設擴充新增產能,將逐步形成從中試到量產的銜接服務能力
格隆匯 07-04 07:39

格隆匯7月4日丨賽微電子(300456.SZ)近期在接待機構調研時表示,瑞典FAB1&FAB2的定位屬於中試+小批量產線,其產能利用率及生產良率均受到工藝開發業務的影響,而工藝開發對產線的產能利用率天然低於晶圓製造業務,且由於屬於開發試驗階段,生產良率並非是產線與客户雙方在當前階段所首要注重考慮的因素。除國際政治環境、市場波動及客户結構調整因素外,此前在預期針對德國FAB5的收購可以快速實現的背景下,公司持續推動瑞典、德國產線之間的產能擴充、遷移及結構調整工作,對瑞典產線的定位、其自身的運營及產能的使用也構成顯著影響。

此前受限於物理空間,瑞典MEMS產線的產能擴充條件有限,主要依賴於瓶頸設備的更新換代。本次收購半導體產業園區能夠為公司MEMS工藝開發及晶圓製造業務在瑞典當地的擴充發展提供可預期的現實條件。目前,瑞典產線正在積極建設擴充新增產能,將逐步形成從中試到量產的銜接服務能力。

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