Worried about Japan's semiconductor ** chain? Spend 11.8 billion yuan in subsidies to participate in US companies!
Although Japan's semiconductor power today is far less than in the past, Japan's semiconductor strength should not be underestimated. However, "a skinny camel is bigger than a horse", and Japan's semiconductor strength cannot be underestimated. In addition, Japanese semiconductors still have advantages in raw materials and equipment.
Therefore, in such a situation, they have the courage to control the export of 23 items of equipment abroad and expand the technical restrictions.
I thought that such a simple person was not afraid of killing his head. But the opposite is true.
According to published information, Japanese semiconductor companies plan to invest up to 243 billion yen ($11.8 billion) in high-end memory semiconductors. This is primarily the creation of a new high-end factory, a joint venture between Armour Knight and Western Digital. A Japanese semiconductor company executive said that the move is aimed at expanding the semiconductor system and enhancing the security of semiconductors.
This sentence sounds good, but in fact, it is worried about competitors and wants to expand the production capacity of high-end storage devices to ensure their advantage in the first chain.
Japan's semiconductor companies are doing so well that they kill two birds with one stone.
The first is the memory business, which is dominated by Samsung and SK Hynix, with Samsung having a greater advantage. SK Hynix is a leader in the future HBM market and has received a large number of orders from NVIDIA. At present, it is difficult for Japanese companies to gain a foothold in the high-end memory chip market on their own. But if it can attract American companies, it will be a different story.
At present, U.S. semiconductor manufacturers are actively supporting the best chain of the local semiconductor industry, in order to import chips from the United States in the future, most of which are chips produced by U.S. companies themselves. Nvidia is HBM's largest customer, and if it had an advantage, it probably wouldn't have chosen Western Digital. U.S. companies form partnerships with Japanese semiconductor companies, or buy shares in joint ventures.
Second, he said, the U.S. position on South Korea's semiconductor industry is not clear enough to unite it. However, in fact, American semiconductor companies did not choose Korean semiconductor companies, but chose deeper cooperation. On the contrary, all Korean companies have stagnated due to the ban on devices and chips. Then, in this context, Japanese semiconductors have become spiritual lobbyists of the United States, and the use of joint subsidies from the United States and Japan to weaken the competitiveness of South Korean semiconductors in the field of memory will further win the favor of the United States.
After all, Japan's semiconductors are on par with the United States in some respects. Think about it, if American semiconductors can control the data storage industry, then wouldn't it be a good thing for Japanese semiconductors?
In short, right"Fired squid"The concern may seem creepy at first, but the potential consequences are much more profound. This joint venture is a signal that Samsung and SK hynix are facing challenges in the memory market, how will they react? Welcome to leave a message, like, share!