Chapter 115 Everyone Gathers Firewood (Add More)
neon.
Two of the world's top five silicon wafer suppliers are from Neon.
Nissho Shin-Etsu Semiconductor and Sheng Technology, together, account for about 40% of the total supply of silicon wafers, regardless of the size of the inch.
The main products of Xinyue Co., Ltd.: semiconductor components, organic silicon, rare earth magnets, etc., belong to the growth after the new century.
Nihong Shenggao is a company that stood up a century ago, but it is not optimistic about the strategy of the Korean Star Alliance this time.
Because in 2017, the cost and supply-demand imbalance led to the shortage of silicon wafers and the price increase lasted for a year. As the world's second largest silicon wafer supplier, Neon Shenggao announced that it will invest 400 million US dollars to increase the production of 12-inch silicon wafers. It will be released in 1019 of the Xiayin star calendar, and it is estimated that 110,000 new tablets will be added every month.
According to the Nikkei News, Sheng Gao's large-scale production increase investment is the first time in about 10 years, but it is estimated that the production increase investment can increase its 12-inch silicon wafer production capacity by 5-10% compared with the current one.
What is special about this increase in production is that Neon Sheng Gao did not build new production lines such as crystal growth furnaces, but increased the clean room space of the Imari plant, and added equipment such as grinding and cleaning the surface of silicon wafers to achieve summer production. In the first half of 2019, the monthly production capacity of 110,000 12-inch silicon wafers can be increased.
In this regard, Sheng Gao's official explanation is that the current production capacity is completely unable to meet the strong demand of customers, so it has decided to increase production.
But the reality is that...
The secretary read the report sent by the commercial spy very respectfully.
In the report, the commercial spies stated that the supply price of a single 12-inch wafer from Kyushu Technology to Xiaxin Technology was 490 Xiayuan.
At the same time, when the semiconductor department of Kyushu Science and Technology Company was under construction in the park, the entire project was supported by two units from the Great Xia Kingdom.
As soon as he heard this, Ito Matsu felt waves in his heart.
An ordinary company in Daxia is not scary in his eyes, but as long as the company is related to the two official forces of Daxia, it is like a hedgehog.
For this kind of company, joint ventures can be made, and executives can be extradited in cooperation, but they can't be both hard and soft, otherwise they will be hurt if they are not careful.
Moreover, Daxia's development of the manufacturing industry like Kyushu Science and Technology Company is obvious to all.
No matter how rare and high-margin products are, as long as Daxia can make them, the price will be lowered soon, and the increase in production will be too fast.
In the same way, Daxia Wafer Manufacturing may reach the peak of the global industry within five years.
To be honest, the first time Ito Matsu, the president of Sheng Gao, heard the report, he wanted to criticize Li Jianxi, a Korean star.
It's not good to provoke anyone, to provoke this sleeping dragon.
However, there is no turning back when the bow is opened.
The secretary finished reading one report and picked up another.
It can be seen that Goldman Sachs spent a lot of money.
Because the following news is too "fresh".
Kyushu Technology Co., Ltd. is contacting mature engineers and real material experts in the semiconductor industry. Only those whose non-compete agreements are within five years will be hired with high salaries.
Ito Matsu's hand holding the teacup trembled slightly.
Others don't know, but he knows that the semiconductor industry... There are actually a lot of talents in Daxia, and more and more talents are joining this industry every year.
Most of this group of people really haven't signed the so-called "competition agreement".
"What does he want to do?"
Ito Matsu's voice was a little low.
The secretary took the report back into the folder, and said in a respectful voice: "Big Xia companies all have a passion for expansion, even if the industry's profits are extremely meager, as long as they have official support, they will expand, and expansion requires sufficient talents. "
Ito Matsu slapped the table and roared angrily, "Shuzi dare you! Baga!"
After a little thought, he understood.
Kyushu Technology Company obviously has a leading technical advantage and cost management advantage in the manufacture of 12-inch wafers.
If it is given enough manpower and resources, then the twelve inches will probably be rounded up and eaten up by it soon.
And the low-end products such as eight-inch wafers will not live long.
Ito Matsu thought for a while, and after his angry expression gradually calmed down, he drank a cup of cold tea.
"Go and check again to find out the situation of the wafer manufacturing plant of Jiuzhou Technology Company. I remember that Sichuan and Sichuan are tourist attractions, so I will send more people to find out as soon as possible within a week.
Also, you informed the vice president that there are several companies that want to enter this market? Give them a blow, in order to return funds for research and development, our current fab at Sheng Gao may be transferred out. "
The secretary hesitated to speak, but bowed and obeyed after a while.
He understands the president's thoughts.
If Kyushu Technology really has that technical strength and plans to expand, the current manufacturing fab will only become a hot potato that does not make money, or even loses money.
Taking advantage of the fact that the outside world does not know the news, selling the fab at a good price, stopping the bleeding in time, and then going to the next process, fighting with the opponent at 16nm, or finding another way out is the best strategy.
At the same time, under Director Zhao Jianye's communication, the top ten wafer manufacturers in Daxia sent representatives to Rongcheng.
Of course, if it was just an official communication, the representatives they sent would only be some deputies, but today, the participants were all celebrities in the industry.
Li You, as the deputy director of the semiconductor department of Kyushu Technology Company, is also the host of this meeting.
He sat in the first place, feeling a little excited.
My little boss has a really big heart.
Because the fab requires an area with less vibration for production, the semiconductor production park next to Kyushu Technology can only carry out small-scale construction at present.
However, the wafer resistance war brought up by Kyushu Technology Company has affected all fab enterprises in Daxia.
After thinking about it, Gu Qing said that he wanted to sell equipment and overall technology so that his peers could also manufacture wafers at low cost.
When Zhao Jianye heard Gu Qing's thoughts, he was also a little uncertain.
Does this young man really want to? (End of Chapter 109)
Spend money on lean technology by yourself, and give up the technology of low-end manufacturing process so that friends and merchants can drink a bowl of broth.
However, until today, when Li You came, he was finally settled.
The deputy director of the semiconductor department, that is, the future director of this department, is enough.
"The demand for silicon wafers in Daxia is huge, but most of them rely on imports."
Li You read the speech that Gu (Xuan) Qing (Wu) had prepared for him.
"Currently, apart from our company, friends and merchants have only mastered the manufacturing technology of silicon wafers of 8 inches and below. Among them, the small-sized 4-6 inch silicon wafers are basically self-sufficient, while 8 inches and 12 inches are basically self-sufficient. Inch self-sufficiency remains extremely low.
As the cornerstone of the entire semiconductor industry, silicon wafer manufacturing plays an important role in all industries that require semiconductor products in Daxia..."
PS: Thank you Mosen Yuhai and Buqi for your rewards, as well as everyone's recommendation tickets and monthly tickets.
Good night
