China Mature Node Wafer Capacity Continues Expansion, 28nm and Above Become Main Battlefield

Mature Process Capacity Expansion Becomes Main Theme

Against the backdrop of global semiconductor supply chain restructuring, mainland China wafer foundry companies continue to expand capacity in mature process. 28nm and above mature process nodes have become the core battlefield for domestic substitution and capacity expansion, with multiple companies announcing large-scale expansion plans.

SMIC Expansion Progress

SMIC 12-inch wafer fab projects in Beijing, Shanghai, Shenzhen and Tianjin continue to advance, with mature process monthly capacity expected to exceed 800,000 wafers (8-inch equivalent) by the end of 2025. The company has accumulated rich mass production experience at 28nm and 40nm nodes, with yields reaching international mainstream levels.

Hua Hong Semiconductor Focuses on Specialty Processes

Hua Hong Semiconductor 12-inch production line in Wuxi continues to ramp up, focusing on specialty process platforms such as power devices, embedded memory and analog chips. The company 12-inch capacity utilization remains high, with customer structure continuously optimized.