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CSoT’s Gen 11 is 2.14% Larger than Gen 10.5
July 29, 2019 ChinaStar is using a substrate that is 108.93 ft2, which is 2.14% larger than what would be the ‘standard’ size substrate for Gen 10.5 fabs. Because it is larger than Gen 10.5, ChinaStar calls the fab a Gen 11 facility, which gives them bragging rights as to the ‘world’s largest fab’. In reality, for the panel sizes that ChinaStar will be producing at T6 (the 1st of the two Gen 11 fabs they are building), their Gen 11 substrate size is slightly less efficient than typical Gen 10.5 lines (on average ~2% less efficient). The cost of T7, the 2nd Gen 11 fab that CSoT is building, is expected to be $6.2b, with completion in 1Q 2022. In order to facilitate the rapid importation of equipment needed for the fab, the company has signed an agreement with the Shenzhen Customs Office, to provide ‘convenient customs clearance conditions for the import of complete sets of equipment for the project’, while ‘strengthening the inspection and supervision to ensure quality and safety’, which keeps what are very expensive tools from sitting in containers on the Shenzhen docks. The agreement will make it easier for ChinaStar to import $2.8b of equipment that it needs to build the fab, which represents ~45% of the total cost of the project and makes this agreement a way around the vast bureaucracy that controls how goods enter the country. |
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Barry Young
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