賽微電子(300456.SZ):瑞典FAB1&FAB2在當前階段定位仍屬於中試+小批量產線
格隆匯12月8日丨賽微電子(300456.SZ)近期披露投資者關係活動記錄表顯示,瑞典FAB1&FAB2在當前階段的定位仍屬於中試+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,工藝開發對產線的產能利用率天然低於晶圓製造業務,且產線與客户雙方對開發試驗階段生產良率的容忍度一般較高。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。2023年半年度,瑞典FAB1&FAB2處於恢復階段,其產能利用率仍處於較低水平,生產良率處於正常區間。
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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