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Wei-guo zhao head team: the tension is South Korea
Time£º2016/9/1 14:52:51

Because of many semiconductor companies announced in Taiwan, China became her cause celebre.i and thunis group chairman wei-guo zhao, disappear for a period of time, and now resurfaced.

This time, he will be in charge of the consolidated China's memory of the latest international ©¤ ©¤ 18.9 billion RMB about 87.7 billion (t), the capital was announced on July 26, the Yangtze river storage.

Real estate rich wei-guo zhao, in the past had an interview with "the world", has repeatedly stressed his series of throughout the United States, Taiwan's semiconductor industry investment, purely commercial considerations, not the Chinese government.

Storage, chairman of the "Yangtze river", however, the new identity, has been on his behalf is one of the leader of the China national policy.

According to the Wall Street journal reported that the memory of state-owned enterprises is the government of hubei province ©¤ ©¤ will have a total investment of twenty-four billion dollars in wuhan new core, will also be integrated into the Yangtze river storage, "China's policy makers believe that memory business dominated by purple light, will be more competitive."

"Made in China of two should be" independent planning semiconductor rate to zero percent in 020 to four. The leader of the policy goals, the original is commonly known as "big fund" of China's integrated circuit industry investment fund, is the former ministry of industry and information technology, head of the chief priests Ding Wenwu electronic information.

What, unexpectedly completely a wei-guo zhao. In his ear, the speed of the year, in the United States, Taiwan, talk about the pen more semiconductor investment. Prestige of the purple light group had been pressed so faint orthodox national ©¤ ©¤ big fund. Industry observation, Ding Wenwu so with zhao state-owned "zhou yu liang complex".

Dean zhao joined to unity?

Turning point is in April this year, the Chinese President xi jinping in central network security and information leading group leader's identity, up a shout at work conference that the semiconductor industry "to blow up service calls, which is to combine the strongest strength."

The original land grab each big fund, fierce competition and violet light group, had to darling cooperate, store a joint venture of the Yangtze river. Ding Wenwu and under his guidance is the establishment of wuhan new core, into dominated by wei-guo zhao's new company, he has served as vice chairman of the board of directors.

Senior officials from Ding Wenwu, unexpectedly came under a private entrepreneurs, the results is quite surprised a lot of companies.

"I just saw news also quite surprised," one said, head of Taiwan's technology venture with both sides know.

A semiconductor factory executives explain, this is actually Ding Wenwu wily, "Ding Wenwu pressure has been great, he has his own tube of wuhan new core, it is difficult to draw."

At the end of march this year, wuhan new core in wuhan east lake high-tech zone held a ceremony the launch of a new factory. The plant planning in U.S. spansion (now owned Singapore plath semiconductors) cooperative development of 3 d - NAND Flash technology, planning in the year 020 to the quantity of three hundred thousand pieces, the size of science and technology of China and Taiwan.

But the fly line technology ability of questionable. 09 years once the firm in bankruptcy, then get up again by private capital. Moreover, the company is good at in the niche in the field of NOR Flash memory, in the mainstream, is widely used in mobile phones, NAND Flash field of hard disk, technology has never been market tested.

Barclays' land of securities analyst pointed out that the fly line in NAND Flash chip design, process, yield and cost per unit, "can't with the international giant samsung, hynix, Toshiba, meguiar's."

A nt $billions of investment of 12 inch fabs, once the product is not competitive, the loss can be astronomical. Ein name fighting a "solidarity" banner, cast a hot potato to violet light, is indeed.

However, wei-guo zhao why dare to pick up? Because the purple promise of the world's third largest memory factory authorized meguiar's technology.

One year ago, the industry is still fresh, wei-guo zhao announced for $twenty-three billion (about righties.through nt $four hundred million) acquisition of micron technology, the result got a rebuff. But instead of subfamily "China model" of technology licensing, resistance is greatly reduced. "Both sides are interested in, just see how talk about conditions," land.

But there is also a variable in the middle, it is a meguiar's Intel recently spread to m&a. Intel has revolutionary 3 d Xpoint memory technology, once meguiar's merger and acquisition of this sensitive time, may be the Chinese government requirements, skills to the Yangtze river storage with this exclusive technology.

"So whether a micron, Intel now into a long," land.

If China's newest flagship memory ©¤ ©¤ the Yangtze river storage, smooth and beautiful light, Intel, even Chinese money and American technology outbursts, the most worry, is South Korea's memory pair: samsung and hynix. In terms of the electronics industry in Taiwan, not bad!