Hey SemiWiki, sorry for the basic question.
I was going over Hua Hong's recent 2Q21 earnings report, and as you can see from the report they reported the following:
8" Wafer/month in 2Q21
8 inch fab #1: 65K 8" wafers/month
8 inch fab #2: 60K 8" wafers/month
8 inch fab #3: 53K 8" wafers/month
12 inch fab: 90K 8" equivalent wafers/month (40K 12" wafers)
Total 8'' equiv. wafers: 268K 8'' equivalent wafers/month
So as you can see, Hua Hong says they can produce 268K 8'' wafers per month at 100% capacity utilization. In a quarter, that means they can produce 804K 8" equiv. wafers.
However, on their report there was conflicting information. They reported:
Capacity utilization: 109.5%, which translates into 8'' equiv. wafer output of 880K in 2Q21;
Actual wafer shipments: 730K 8'' equiv. wafers!!
Even if we assume that they produced using 1Q21 capacity (which was 241K/month), they should have still produced 792K wafers at 109.5% capacity!
Can anyone explain why such a gap exists? Am I doing the calculation wrong? I'm very confused. Thanks
I was going over Hua Hong's recent 2Q21 earnings report, and as you can see from the report they reported the following:
8" Wafer/month in 2Q21
8 inch fab #1: 65K 8" wafers/month
8 inch fab #2: 60K 8" wafers/month
8 inch fab #3: 53K 8" wafers/month
12 inch fab: 90K 8" equivalent wafers/month (40K 12" wafers)
Total 8'' equiv. wafers: 268K 8'' equivalent wafers/month
So as you can see, Hua Hong says they can produce 268K 8'' wafers per month at 100% capacity utilization. In a quarter, that means they can produce 804K 8" equiv. wafers.
However, on their report there was conflicting information. They reported:
Capacity utilization: 109.5%, which translates into 8'' equiv. wafer output of 880K in 2Q21;
Actual wafer shipments: 730K 8'' equiv. wafers!!
Even if we assume that they produced using 1Q21 capacity (which was 241K/month), they should have still produced 792K wafers at 109.5% capacity!
Can anyone explain why such a gap exists? Am I doing the calculation wrong? I'm very confused. Thanks