The Japanese semiconductor market is also worried about being cut off**? Invest 11.8 billion to start funding
Some time ago, the strength of the Japanese semiconductor industry was very different from the situation in the past when it occupied half of the market, but"Skinny camels"The role should not be underestimated. Be that as it may,"Skinny camels"The strength of the company should not be underestimated. Japanese semiconductor companies still have advantages in raw materials and equipment.
Therefore, in this case, ** dared to restrict the export of 23 types of equipment and expand the scope of prohibited technologies.
Being grounded, it was assumed that they would not be afraid of being cut down. However, the opposite is true.
According to publicly available information, Japanese semiconductor companies will receive subsidies of up to 243 billion yen (11.8 billion yuan) in the field of advanced semiconductor memory. This is largely due to plans by Armour-Knight and Western Digital to build a new state-of-the-art facility on both joint ventures. According to Nippon Semiconductor, the move aims to expand the semiconductor chain and strengthen the security semiconductor.
It sounds nice, but the reality is the fear that the future will be cut off. Therefore, in order to protect their own advantages, it can be said that it is necessary to improve the production capacity of the advanced storage industry, even at the expense of their own strength, so as not to affect the future ** chain.
It can even kill two birds with one stone.
First of all, in the field of memory chips, Samsung and SK Hynix occupy the first place in terms of market share, with Samsung's advantage being more obvious. SK Hynix, which has received numerous orders from NVIDIA, is in a leading position in the future HBM business. At present, it is not easy for Japanese companies to independently enter the advanced memory chip business. But if you want to bring in American companies, the situation is different.
At present, the semiconductors in the United States mainly come from the American companies themselves, and even from the United States, they hope to actively support the development of the local semiconductor industry chain and ensure the future of American chips. As a major customer of NVIDIA's HBM products, Western Digital has an advantage in the case of Western Digital, and if NVIDIA chooses Western Digital as its main provider of HBM products, Nvidia may not be able to choose Western Digital as its main provider. In addition, the joint venture of the American company with the Japanese semiconductor company, either. Either.
Secondly, the current attitude of American semiconductors towards South Korean semiconductors is not clear, saying that it is to shorten the distance with South Korean semiconductors. However, in fact, the United States did not choose South Korea semiconductors first to deepen cooperation in advanced semiconductor fields. On the contrary, under the ban on the import of equipment and chips, all South Korean companies have come to a standstill. Subsequently, in this regard, Japanese semiconductors are expected to weaken the competitiveness of South Korean semiconductors in the memory industry, while also further gaining the favor of the United States, when all parties hyped the spirit of the United States through subsidies from the United States and Japan joint ventures.
After all, under the technological hegemony of the United States, Japanese semiconductors and the United States are to some extent on the same starting line. I dare say that it's not a good thing that Japanese semiconductors have a say in the data storage industry, especially if American semiconductors have a say in the industry.
On the surface, this may be a fear of being cut off, but the potential repercussions behind it are far more profound. The joint venture between the two companies is a challenge to Samsung and SK hynix's driving position, and it remains to be seen how the two companies will respond. Comments.