According to Taiwan’s “Mirror Weekly”, the news of Taiwan’s Macronix’s decision to sell a 6-inch wafer fab has been attracting attention from the industry. The winning bid is a Japanese company, but the news obtained by “Mirror Weekly” shows that the Japanese company only intends to The plant was purchased, and the equipment in it was bought by a land-owned company. The news caused concerns among industry insiders on the island: “This move may help the mainland become a rival to Taiwan’s semiconductor industry.”
“Mirror Weekly” reported that after Macronix decided to sell the 6-inch fab, there were a number of peer companies that were interested in buying, but they were all discouraged after learning about the high price that Macronix offered. Macronix previously emphasized that the 6-inch fab will be sold in the second quarter of this year. “Mirror Weekly” investigation found that the final bidder was the Japanese semiconductor giant Tokyo Weili Science and Technology Co., Ltd.
Subsequently, “Mirror Weekly” received reports from industry insiders that some equipment manufacturers have undertaken the project of dismantling equipment sent by Tokyo Weilike Innovation and Development, and transported the dismantled equipment to Jinshajiang Group, a mainland-owned company in Hong Kong, for assembly. Industry insiders infer that Tokyo Weilitech seems to only intend to keep Macronix’s plant as a storage center for components or equipment, while Macronix’s 6-inch wafer equipment has been resold to Jinshajiang Group. The person pointed out that Macronix’s 6-inch wafer plant was actually transformed from an 8-inch wafer specification, so new buyers can easily upgrade as long as they buy new equipment.
According to the report, some relevant industry chain manufacturers said that semiconductors are an important industry in Taiwan. In the past, the Taiwan authorities have been wary of the mainland taking away semiconductor talents. Now if the equipment is sold to the mainland, “it will definitely impact Taiwan’s semiconductor industry.”