Chapter 584 [Planning of the Semiconductor Industry Chain]
It's nearing the end of May.
In the living room of Jingxinju Villa, Tian Jiayi looked at Fang Hong sitting next to him and said: "Today, the country has issued another integrated circuit policy to accelerate the development of the domestic semiconductor industry. The Ministry of Science and Technology issued the '02 Special Project', which is the "Extremely Large Scale"
Documents for integrated circuit manufacturing technology and complete process projects.”
Hearing the word "02 Special Project", Fang Hong couldn't help but search his past life memory information in his mind, and then nodded silently to himself.
The time point is almost the same, and this policy was launched around this time in the previous life.
At the same time, Tian Jiayi said methodically: "The content and goals of this special project are to focus on the research of key manufacturing equipment from 45 nanometers to 22 nanometers, the development of complementary metal oxide semiconductor processes from 32 nanometers to 22 nanometers, and the development of complementary metal oxide semiconductor processes from 90 nanometers to 65 nanometers.
Characteristic processes, carry out forward-looking research from 22nm to 14nm, form 65nm to 45nm equipment, materials, process supporting capabilities and integrated circuit manufacturing industry chain, further narrow the gap with the world's advanced level, equipment and materials occupy the domestic market share respectively
Get to 10 and 20."
It is worth mentioning that major special projects are major strategic products, key common technologies and major projects completed within a certain period of time through core technological breakthroughs and resource integration in order to achieve national goals.
It can be said to be the top priority in the development of science and technology.
Qunxing Capital is deeply involved in it. In recent years, the major money-burning investors in the primary market have concentrated on major technical engineering fields that the country urgently needs to solve. Its eight major strategic investment directions have basically been covered.
Such as core electronic devices, high-end general-purpose chips and basic software, very large-scale integrated circuit manufacturing technology and complete sets of processes, new generation broadband wireless mobile communications, high-end CNC machine tools and basic manufacturing technology, water pollution control and treatment, major new drug creation, large aircraft
It also includes strategic industrial fields such as information and biology, energy resources and the environment, etc.
The development pattern of the domestic integrated circuit industry has quietly changed in recent years. The biggest change is that the city of Xincheng has gradually established an integrated circuit industry cluster.
Astonishingly, it is the high-tech industrial park promoted by Qunxing Capital. It can be said that one-third of the country's integrated circuit industry practitioners have gathered in the new city, and the number continues to increase.
There is even a saying in the industry today that if you want to make semiconductors, go to Xincheng!
If you want to start a semiconductor company, you should go to Xincheng. If you go there, as long as you have real skills, you will not have to worry about not getting financing, because Star Capital is in that city.
At present, the original desolate scene in the western suburbs of the new city is gone forever, replaced by new and wide roads, as well as R&D centers, corporate headquarters, etc. in the park.
The city of Xincheng originally relied on the real estate industry and a small amount of manufacturing. However, due to the rise of Qunxing Capital and the high-tech industrial park promoted by Qunxing Capital, the city of Xincheng has naturally followed the transformation of technology manufacturing to become the core pillar industry of the city.
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The continuous availability of high-end talents has also driven the housing prices in new cities to rise rapidly.
It is passive and inevitable for technology manufacturing to become the core pillar industry of the new city, because the high-tech industrial park in the western suburbs does not only have the integrated circuit industry, but it is only a part of it.
The headquarters of Jiuzhou Blue Arrow Company is right there. Several companies research and design satellites here, and the headquarters of Kunpeng Technology is also here.
However, among the companies stationed in the industrial park, companies in the integrated circuit industry account for 40%, more than one-third, which means that 4 out of every 10 companies here are engaged in semiconductors or related related industries.
For example, there are five manufacturers of semiconductor thin film deposition equipment; two manufacturers of etching equipment; three manufacturers of EDA software, and one manufacturer of photolithography equipment; two manufacturers of testing equipment, and one manufacturer of cleaning equipment.
There are three companies, two are engaged in glue coating and development, four are engaged in polishing equipment, two are engaged in heat treatment equipment, three are engaged in ion implanter manufacturers, and two are engaged in adhesive removal equipment.
These companies currently have one thing in common, they all have the same major shareholder behind them, and that is Qunxing Capital.
At the end, Fang Hong said in a deep voice: "As for semiconductors, we will advance according to our established route. We will first eat up the low-end market and then focus on the nodes of 65 nanometers, 55 nanometers, and 45 nanometers. After they are produced, foreign companies will
If the price is reduced, we can sell it at a lower price directly. Don’t be afraid of not being able to recover the cost. Stars Capital will provide sufficient financing support. If equity financing reaches the limit, then we will use debt financing.”
If you have to make up classes, you have to make up tuition fees, and labor pain is inevitable.
But in the long run, if the low-end chip market is eaten up, foreign manufacturers will not be able to sell many high-end chips.
Because high-end products are expensive, and because they are expensive, shipments must be small.
How many such expensive chips can the market accept? The demand is definitely incomparable to low-end chips.
If domestic semiconductors can make low-end chips at cabbage prices, and then iterate from low-end to high-end, after eating up the low-end market, foreign chip manufacturers will actually be very uncomfortable, just like there are no leeks in the stock market, and the main players will be very uncomfortable.
Yes, it’s the same principle.
Moreover, many application scenarios do not actually require high-end chips, unlike products such as high-end smartphones that have extremely stringent requirements for chips.
For example, in some military fields, where the working environment is relatively extreme, the reliability of chips is more important. To put it bluntly, durability is more important. High-end chips such as high-end smartphones are very delicate.
The current situation is that foreign chip manufacturers have monopolized the high-end market, and when others see that they can't handle it, they simply don't even make low-end products. Since you can do the highest-end, it will be done for you.
That’s why there are fewer and fewer manufacturers forming every link in the semiconductor industry chain. For example, in photolithography machines, only Esmore (al) is gradually left.
But the reality is that low-end chips are also extremely important to those chip giants. If someone eats up all its low-end chips, it will be impossible for it to cover its research and development costs with the profits from selling high-end chips.
In fact, it is not just the chip and semiconductor industry, but the same is true when the perspective is zoomed in to the entire industrial manufacturing. The hollowing out of the manufacturing industry in the United States is very uncomfortable. Fang Hong, as a time-travel reborn, is even more aware of this.
If it were not uncomfortable, then there would be no "Prince Dong" who is so eager to return manufacturing to North America.
Regarding strategic planning in the field of chips and semiconductors, Fang Hong’s strategic goals are very clear. He cannot just focus on high-end chips. The correct way to break the situation is to eat the low-end first, and eat as much as he can. The more he eats, the more he will win.
It can further slow down the progress of foreign chip giants in iterating high-end new products.
Originally, high-end chips could be produced one generation a year, but this has been delayed to one and a half or two years. The pursuit of independent substitution in the domestic semiconductor industry is equivalent to being one generation ahead of the original place, and then it is catching up crazily. The gap will inevitably widen.
