TSMC Samsung announced its support for the Japanese chip industry
On May 18, Japanese Prime Minister Fumio Kishida invited executives of the world's seven major integrated circuit companies:"We hope to continue to expand direct investment in Japan to support the semiconductor industry"。
The executives of the seven integrated circuit companies are: Liu Deyin, President of TSMC, Gelsinger, CEO of Intel, Merrota, CEO of Micron, Qing Guixian, head of the semiconductor division of Samsung Electronics, Jill, vice president of IBM, and Raja, president of Applied Materials.
It can be seen that the world's seven major integrated circuit companies are not light, and TSMC and Samsung are the world"There are only two"A company that can mass-produce integrated circuits below 7 nanometers;Intel is the hegemon in the field of PC integrated circuits, dominating the world for 30 consecutive years
Applied Materials is the world's largest semiconductor equipment manufacturer, earning more than lithography machine maker ASML, and the veteran technology company IBM has developed a 2nm chip that is the size of a fingernail and can hold 50 billion transistors inside.
It can be seen that Japan has invited the most powerful chip companies in the world, and their purpose is not just to support the semiconductor industry, but to fantasize about retaking it"No. 1 in the world"of the throne.
So the question is, can an island nation really achieve the glory of chips?China does not have a consumer market, and who will develop the chips sold to whom?
Japan's yesteryear"No. 1 in the world"Chip.
We all know that more than half of the current integrated circuit market is controlled by the United States, Intel, AMD, Qualcomm, Broadcom, and Applied Materials have their own strengths, and TSMC, Samsung, and ASML also mainly rely on American technology and capital.
However, you know what?In the seventies and eighties of the last century, Japan dominated the field of chips and became the United States"No. 1 in the world"。
After World War II, Japan was in ruins, and it was impossible to return to normal anytime soon. However, with the outbreak of the war on the Korean Peninsula, the United States took Japan as a"Far Eastern Arsenal", began to implement a supportive policy for Japan.
Fukuda Inoue and Akio Morita founded the Sony company, and after seeing the transistors in the United States, Sony insisted on spending 2$50,000 was authorized, and permission to visit the U.S. factory was obtained.
Visiting factories during the day and drafting the manuscript at night, this 256-page manuscript is long"Stealing"transistor technology in the United States.
Subsequently, Sony succeeded in producing the T-55 transistor radio, which reached 6 million units in 1958, making it the world's No. 1 producer.
This year, Texas Instruments in the United States produced chips, and NEC followed Sony's lead and succeeded again from Fairchild in the United States"Stealing"technology.
Japan Electric Corporation obtained lithography technology from Feiji, and Japan** required it to authorize Hitachi, Toshiba, Mitsubishi and other companies to use the technology, and give preferential policies such as taxes, loans, and investment.
With the cooperation of Texas Instruments, Fairchild and Japanese companies, Japan's integrated circuit industry has developed rapidly.
In 1976, the Ministry of International Trade and Industry was launched"VLSI circuits"Fujitsu, Hitachi, Mitsubishi, Toshiba, NEC and the National Institute of Advanced Industrial Science and Technology (AISTRI) jointly participated in the project, which promoted Japan's research in memory wafers.
The persistence of the Japanese has doubled it again, Hitachi dominates 64KB memory wafers, NEC dominates 256KB, Toshiba dominates 1MB, in its heyday, Japanese companies ** 80% of the world's memory, Intel was forced to change the line to make CPUs.
Subsequently, Japan mastered the basic technology of chips, formed an industrial chain of design, manufacturing and packaging, and began to adopt"Shameless"The means of competition, that is, ** will always be 10% lower than American chips.
At its peak, Japan's chip market share reached 455%, more than the United States becomes"No. 1 in the world"。In Japan's top surplus, the electronics industry contributed 82% and became a pillar industry.
This is not enough, Japan also threatened to buy 80% of the shares of Feijig, you know, Feizhao is known as the chip industry"West Point", there are many talents, and the founders of the famous Intel and AMD are all from Feizhao Company.
If the company is acquired, the talent advantage disappears, and the American chip has no chance to turn over.
So, the United States began to fight back. First, they sent spies to infiltrate Japanese companies, monitor for abuses, and arrest them as soon as they were discovered.
Subsequently, Japan was forced to sign"Japan-U.S. semiconductor agreement", stipulating that Japan's market share of U.S. chips must not exceed 20%, and * it must be higher than that of U.S. chips. In case of violation, a punitive tariff of 100% is immediately imposed, the so-called"306 sticks", Japan's economic bubble burst, **bonds and foreign exchange**, Japan's chip industry is also in rapid decline.
But it is undeniable that Japan uses"Steal"、"Lie"with"Persistence"It has reached a certain stage, and this big victory is also very good for the Ejiao industry.
Seven large companies reacted.
Seven companies also reacted quickly, and I don't know whether they really fancy Japan's wafer industry or worry about Japan's semiconductor materials"Be a demon", or the request that Fumio Kishida made to Biden during his visit to the United States.
TSMC will continue to invest in Japan.
TSMC issued a statement that afternoon, first politely, thanking Japan for the invitation. Then he expressed his thoughts.
TSMC and Japanese companies have been cooperating for more than 20 years and rely heavily on Japanese companies for materials and equipment, of course, hopefully"Continued support"Japan's development in the semiconductor industry.
Liu Deyin said: We will continue to strengthen cooperation with Japanese partners in the field of semiconductors through various innovative measures.
At present, most of TSMC's factories in Japan are mature processes of 14nm, 16nm, and 28nm, and it is not excluded that there will be processes below 7nm in the future.
Of course, having said that, it's certainly another thing to do that, at least to get"Master"Consent.
Micron plans to invest $3.7 billion in Japan.
Micron once bluntly said that the reason why Micron is so anxious to invest $3.7 billion to build a DRAM chip factory is probably related to"Frustration in China"They are inextricably linked.
Micron, as the world's third largest memory chip company, is being squeezed by Samsung, SK hynix, and Yangtze River Storage, and its market share is shrinking"Only in the heart"。
It is reported that Micron's investment in Japan will receive a subsidy of $1.5 billion from Japan, and in return, Micron will bring EUV technology to Japan, which is more or less back to the year"Fairchild and Texas Instruments Road"。
Samsung is increasing its investment in Japan.
The second of the millennium"Not to be outdone, Samsung plans to invest 1.5 billion yuan in Yokohama, Japan, to establish a research and development center to develop advanced packaging technology, and at the same time establish a product line of integrated circuit devices.
Surprisingly, Japan** also offers 7A subsidy of 500 million yuan.
You know, in 2019, Japan also imposed severe sanctions on the South Korean semiconductor industry. In just four years, Japan** has given a large (50%) subsidy, and it seems that Japan** is actually a little anxious.
If"Seven companies"If you really increase investment in Japanese wafers and bring advanced EUV technology to Japan, then Japan's conspiracy may succeed again.
Back then, in order to contain the Soviet Union, the United States created"Far Eastern Arsenal"However, Japan seized the opportunity to establish frequent contacts with wafer companies such as Fairchild and Texas Instruments, and became the world's largest wafer country after successfully stealing professors.
Now, Japan can once again leverage it"The United States contains China", with seven major chip companies"Stealing teachers"Unavoidable. Japan is highly likely to get"EUV technology", I'm afraid this is what Lao Mei doesn't want to see.
In addition, the rise of Japanese semiconductors is also detrimental to our country.
The rapid development of China's integrated circuit industry.
What is China's role in the global IC industry?
As we all know, China's chips started late, the foundation is thin, and now it is being suppressed, which can be described as difficult. What we don't know, however, is that China is about to achieve a breakthrough in mature processes above 14 nanometers.
The chip industry involves EDA, design, manufacturing, packaging, materials, equipment, etc., and China has realized the localization of most mature fields.
EDA: Empyrean, Guorun Electronics, and Huawei have completed full coverage of more than 14nm, and 5nm, 4nm, and 3nm are also developing rapidly and partially commercialized.
Design: Huawei HiSilicon, Ali Pingtou, Spreadtrum, etc. can design SoCs below 7nm, and even the newly disbanded OPPO Zheku can also design 4nmSoC.
Manufacturing: SMIC has mass-produced 14nm and 12nm chips and completed technology development for the 7nm process.
Packaging: JCET has developed 4nm packaging technology and is a global leader.
Materials: Shanghai Silicon and Nanda Optoelectronics have developed rapidly, achieving mass production in mature fields such as wafers, photoresists, electronic specialty gases and masks.
Equipment: Etching, thin film deposition, grinding, bonding and other equipment have been localized, and the 28nm lithography machine is tackling key problems, and it is expected to be localized next year.
That is to say, in the next two years, China will fully realize the localization of the chip industry chain above 14 nanometers, which is absolutely very important, because no country has dared to say that it has achieved 100% localization of 14 nanometers, and China will be the first.
After the completion of 14 nanometers, EUV technology will be fully integrated, coupled with the stored EUV technology, it is believed that in 3 to 5 years, China will complete EUV technology, at that time, the technological advantage of the United States will be greatly weakened.
Therefore, the United States deliberately co-opted Japan and the Netherlands to form the so-called"Chip trading", but the three countries have different ideas, and they all want to maximize their own interests.
With this mentality, the possibility of Japan acquiring advanced technology will be very slim, and the mature field is our advantage. As long as Japan can't overcome EUV technology, Japanese chips can't shine.
China's chip industry also has one of the biggest advantages, that is"Market size"。
In 2022, global chip sales will reach 4 trillion yuan, and imports from China will reach 2With a market share of 70%, China can be said to be the largest chip financier.
If our country manages to produce its own wafers and halve imports, half of the world's wafer factories will"Closed doors", even if Japan is supported by seven major companies, who will produce wafers to sell?
The goods can't be sold, the money can't be made, do TSMC, Samsung, and Micron have the confidence to invest in Japanese wafers?
The chip market is changing, but in the final analysis, it depends on independent research and development and mastering advanced technology. And R&D and technology must be made by:"people"To accomplish it, training and retaining talents has become the key.
There are 10 million graduates in China every year, and many of them are"Outstanding young man"with"Technical talent"How to let them stay in China and learn to be useful is the key to the development of domestic chips.
Solving the problem of talents, the future of China's chips can not only meet domestic demand, but also achieve reverse transcendence.