Japanese semiconductors are in a panic of supply cuts? U.S. companies participate in 11.8 billion subsidies!
Although Japan's semiconductor power is far less than it used to be, the "thin camel" should not be underestimated. However, the "small" "camel" is still not to be ignored. In addition, Japan's semiconductors still have a leading position in raw materials and equipment.
Because of this, they boldly controlled the export of 23 items of equipment and increased the technical blockade.
I think they are honest and not afraid of being cut. However, the truth is quite the opposite.
According to published information, Japanese semiconductor companies plan to invest up to 243 billion yen (11.8 billion euros) in advanced memory chips. This is largely due to the fact that two joint ventures, Armour Knight and Western Data, will build a new facility with state-of-the-art technology. In response, a Japanese semiconductor company executive said the move was aimed at expanding its chip supply system and enhancing its security.
This sentence sounds very reasonable, but in fact, they are afraid that competitors will steal their business, and they want to increase the output of the high-end warehousing industry in order to ensure their position in the first chain.
I must say that Japanese semiconductor companies are doing very well, and it can be said that they kill two birds with one stone.
The first is memory, which is mainly controlled by Samsung and SK Hynix, with Samsung being the strongest. SK Hynix will gain an even greater advantage in the HBM segment, having already received a large number of orders from NVIDIA. It is not easy for Japanese companies to enter the high-end memory chip market alone. But it would be a different story to involve American companies as well.
At present, major semiconductor companies in the United States are vigorously supporting the domestic semiconductor industry, and expect to be able to obtain American chips from the United States in the future, and most of these products are produced by American companies themselves. Since Nvidia's HBM is its largest user, it is very likely that they will not consider it their big supplier because it has a big advantage. In addition, some semiconductor companies in Japan that have established joint ventures with American companies may also share some profits.
Second, the U.S. is now somewhat vague about South Korea's semiconductors, claiming to be united. But in fact, because of the hint of deepening the relationship with South Korea's semiconductors, the U.S. semiconductors were not selected from the beginning. However, due to restrictions on hardware and chips, South Korean companies have reached a dead end. In this case, if the U.S. "tank fever" plan uses the U.S.-Japan joint subsidy to reduce South Korea's chip competitiveness in the inventory industry, Japan's chips will also get more benefits from the United States.
At the end of the day, Japan's semiconductor industry is in some ways the same as the U.S. because of the U.S. monopoly on technology. I'm curious if Japanese chips can give American semiconductors control over the entire inventory industry, and is that good news?
On the surface, the fear of losing cooperation with the United States may be the reason, but the results are much more profound. The partnership has raised questions about the inventory situation of Samsung and SK hynix, but how will the two companies react? Welcome to leave a message, like, share!