The Japanese semiconductor market is also worried about being cut off? The investment of 11.8 billion yuan will start the subsidy
Although Japan's semiconductor industry is no longer comparable to that of the past. But even so, it is not to be underestimated. In addition, Japan's semiconductor technology has an absolute advantage in both raw materials and equipment.
It is precisely because of this that they dare to export all 23 types of equipment abroad, and raise the technical restrictions to a minimum.
They feel that with their self-confidence, they should not worry about cutting off supply. But, unexpectedly, the opposite is true.
According to published information, Japanese semiconductor companies plan to spend 243 billion yen (11.8 billion) on advanced semiconductor storage industries. This time, it is a new high-tech factory jointly invested and built by Kioxia and Western Digital. For this, the Japanese side explained that this is to expand the semiconductor market and ensure the quality of chips.
This sentence sounds good, but in fact, it is telling everyone that they are worried that they will be cut off in the future, so they will increase the production of high-end storage equipment, so as to ensure their advantage in the first chain.
Japan's semiconductor industry is doing well, killing two birds with one stone.
First of all, Samsung and SK hynix occupy most of the market for memory chips, and Samsung's advantage in particular is more obvious. SK hynix is also at the forefront of HBM, and has received a large number of orders from NVIDIA. Under these circumstances, it will not be easy for Japanese companies to enter the frontier market of memory chips alone. But if you can work with American companies, it's different.
Now the United States has vigorously supported the domestic semiconductor industry, hoping that the United States can import chips from the United States, and most of these products are provided by American companies. Nvidia is a big customer of HBM, and it may be because of this reason that it chose Western Digital. And those Japanese semiconductor companies that cooperate with American companies may also get a piece of the pie.
Second, the U.S. semiconductor sector does not have much hope for South Korea's semiconductor industry, and even flaunts the banner of "solicitation." But in the field of semiconductors, the United States is not the first to choose South Korea. On the contrary, South Korean companies, which are banned from producing equipment and chips, are stuck. Under such circumstances, if Japan's semiconductor industry can guess the intention of the United States, it is to make a joint venture with the United States and Japan to reduce South Korea's competitiveness in the field of memory, so as to win the favor of the United States.
After all, Japan's semiconductors are, in a sense, the same as the technological supremacy of the United States. If U.S. semiconductors can occupy a place in the field of memory chips, then Japan's semiconductor industry will also be stained.
Overall, this may be due to the fear of losing funds**, but in reality, the consequences are very serious. Moreover, this cooperation seems to be a challenge to Samsung and SK hynix, I wonder what they will do? Please leave a comment, like, share here!