According to media reports, the Japan's will of the yuan President sakamoto death-squad semiconductor design company sign set up by science and Technology (Sino King Technology) and plant construction contract in hefei in anhui province government formally signed signs in the base of science and Technology will be dominated by the government in hefei total of up to 800 billion yen (RMB 46 billion) large-scale semiconductor factory construction project. The new plant will produce designed by signs in the base of science and technology research and development, with low consumption power of the computer memory (DRAM), plans to start mass production in the second half of 2018, with 12 inch wafer conversion of the quantity of 100000 pieces of the nation's largest memory chip plants. Signs in the base of science and technology now actually only 10 days by the staff, in theory should be a semiconductor design company, they are prepared to three recruit 1000 from China, Japan and Taiwan semiconductor technology personnel. Hefei plan is part of the government to boost new semiconductor industry, of course, but in hefei government such large investment, why want with a just set up soon, only 10 staff members better.i cooperation? President sakamoto death-squad personal charm is a very important, but should be the most important reason and wuhan new core and fly line for 3 d NAND Flash production technology, production technology is to get a DRAM. Japan will reach footling presentation later, in the production of DRAM only three giant samsung, micron and SK Hynix, purple light in meguiar's acquisition of SK Hynix and stakes in succession after the failure of signs in the base of science and technology become the only choice at this stage for DRAM technology. Another point, sakamoto death-squad is a very personal authority, not only in Japan, also have very strong connections in Taiwan, Japan's semiconductor industry plummeted, many Japanese technical personnel can't find a decent job, hefei government hopes sakamoto death-squad recruit much-needed talent should also is a very important reason.
Violet light and coveted DRAM production technology, of course, after the defeat of the shots micron and SK Hynix spells, purple light from Formosa plastics group hired a known as the "father" of Taiwan DRAM Gao Qiquan, and let it serve as purple light group executive vice President of the world, although at this stage no news of purple light investments in DRAM, the author thinks that in the near future purple light there must be a large investment of DRAM, do not rule out like wuhan new core, direct investment and even mergers DRAM of hefei new factories.
We have been in previous serial said, the situation of China at the present stage semiconductor is "head, legs, waist very fine" deformed industry status. To change this pattern must be "very fine waist" in front of the semiconductor process (or called the wafer processing, contract) to focus on investment, make it have a qualitative leap, and wuhan new core and huge investment of the new factory in hefei DRAM is one of the most important steps. There is a problem, that is, both in wuhan and its main products are memory chips, hefei is this why? In fact, IT contains the direction for the future of IT industry and the basic strategy of China's semiconductor industry rise.
The breach of the rise of China's semiconductor industry choose memory chips as one of the most important reason is that cater to "big data" and the advent of the era of "cloud computing". According to nomura securities research report, now the world is the data on the network for 8 mid-december (about 1 ZB = 270 - bit), and 15% of the 1.2 ZB is stored in memory chips, 90% from the hard disk drive (HDD) storage, 10% stored in like NAND flash memory. By 2020, the human in the virtual space data of accumulation will reach 44 zb, and in order to "cloud computing", these data stored in the flash memory data will reach 15 zb. The price of this data is now NAND the premise, if like 3 d NAND Flash technology can improve the storage capacity and reduce the price, 2020 Flash the proportion will be 50% - 70%, namely 22 - zb around 30, according to the calculation, nissan 100000 super factories need 100000 seats, and now the world's only 15, 4 to 5 years in the future, the world needs 219 super factory, era of "big data" and "cloud computing" would give 3 d represented NAND Flash Flash bring geometric growth.
Another reason, more than half of the "big data" and "cloud computing" equipment made in China should be no suspense, in the production stage, China will consume most of the memory chip. Moreover, as China's "virtual reality" and "Internet finance", the development of China's own demand for memory chips will into explosive growth, these "rigid demand" for Chinese enterprises new join is a godsend. From a strategic level, now is the development of memory chips rare time window.
The development of China's semiconductor industry pattern actually has a "teacher" or "success stories", the South Korea's samsung and Hynix semiconductor companies, under the support of government policy, focus all resources on the chip industry investment, eventually took world first throne from Japanese companies. Samsung and Hynix and now wuhan new core also encounters the bottleneck of semiconductor manufacturing technology, in order to overcome the difficulty they don't like purple light group overseas acquisition on a large scale, but from the Japanese semiconductor companies dig digging technology talents. In the early 90 s, every weekend, Tokyo and Seoul flight full of Japanese semiconductor companies in the technical personnel, their weekend was highly paid to South Korea to do technical guidance, please. Some Japanese companies in order to prevent leakage of technology and intelligence, sent staff stationed in Tokyo international airport, but ultimately no address technology outflow. Now China semiconductor companies in the same way also to south Korean firms on the offensive. Samsung's xi 'an factory is samsung, for example, the main production of 3 d NAND Flash factory, according to the previous samsung's work habits, after the first factory production smoothly, will be on the add new factories, quickly occupied the market share. The samsung, however, failed to do so, it is said that samsung xi 'an factory, 1000 workers were wuhan new core at high salary poached. Hunt by Chinese enterprises not only stay at home on talent and technology, in Japan, in South Korea, in Taiwan, and even in the United States, the life-and-death battle for talent and technology in the world day and night. Soup on lung said in his article, Chinese companies are doing is south Korean firms 20 years ago to Japan, however, the victim is South Korea. In the "Winner Takes All" times, backwardness companies also have no choice, maybe yesterday's Japan and South Korea today is tomorrow's China.
Next time starting from the technical level, and all further analyzes why China in the former procedure, the reason for the poor prediction for the new pattern of the semiconductor industry and the future of China's semiconductor industry.
