On November 29, SMIC announced that it had successfully developed a 12-nanometer chip process and would officially accept foundry orders in February 2014.
This news immediately caused an uproar, even though the whole world knew that SMIC was developing a 12nm process.
The problem is that the international embargo on semiconductor equipment is very strong this year, and most people believe that SMIC will not be able to conquer the 12nm process within two or three years.
However, reality slapped them hard. In less than a year, SMIC completed the research and development of the 12-nanometer process, and it was only two or three months before it was put into use. This speed is simply terrifying.
If SMIC ignites the spark of China's chip industry, what will happen next is like a wildfire that will be out of control.
On December 1, Ziguang announced that it had successfully conquered the 16nm process and is currently moving towards 14nm and 12nm processes.
On the same day, Yangtze Memory also added to the fire, announcing the implementation of 16nm process and cooperation with Shenguang Instrument Group to launch two memory particles on January 1 next year.
They are Yangtze River Wave-1 (8G) and Yangtze River Wave-2 (16G).
In addition, SMIC will be entrusted to produce Yangtze Inspur-3 (32G) using 12nm technology.
And watching everyone keep breaking the news, HiSilicon, which is not afraid of tigers when it is born, has also announced that it will launch the Kirin 800 chip in March next year.
As soon as these news came out, it was simply a catastrophic consequence for Taiyuan Province and foreign chip manufacturing companies.
TSMC’s stock price plummeted 14% for a week in a row.
The stock prices of chip OEMs or memory chip manufacturers such as Sanxin Electronics, Hynix, Micron, Powerchip, World United, and Global Ark are also booming, and they generally fall.
This situation has allowed the ghost hidden in the international financial market to reap another fortune.
Obviously, the rise of China's chip manufacturing is seriously affecting investors' confidence, especially since Intel is currently struggling with even the 14nm process, and other manufacturers are generally hovering between 16nm and 14nm.
While SMIC achieved overtaking in a corner, Unisplendour, Yangtze Memory, Huada Semiconductor, and HiSilicon began to keep pace with them.
Facing the cluster effect in China, once the scale increases and the winner-takes-all nature of the chip industry, many investors already feel that the chip industry is about to collapse. At this time, selling becomes an instinctive action.
[What are our companies doing as China’s chip technology breaks through 12 nanometers] - Fox
[12nm Intel engineers say there may be something fishy in it!] - New York Times
[A fatal crisis is coming, and the semiconductor industry may be subverted.] - The East-A Ilbo
[The invisible overlord of China’s semiconductors that you don’t know—Shenguang Instruments.] - Asahi Shimbun
[The only advantage is about to be lost, where will Taiyuan Island go] - Ta Kung Pao
Twitter and Facebook also quickly reposted these news, and the rise of Chinese chips became a major event at the end of the year.
South Korea, Samxin Plaza Building, No. 263, Seohyeon-dong, Bundang-gu, Seongnam-si, Gyeonggi-do, is the famous Samxin headquarters.
In the headquarters building of Sanxin Group, Sanxin's signboard is still shining brightly, but this time the storm was too strong, and it beat so hard and violently that the signboard was crumbling.
Li Jianxi looked out the window silently. The storm, as dark as a city, was mercilessly beating on the glass.
"...Chairman! The above are the investigation results of Huaguo Branch." Sanxin Electronics President Quan Wuxuan reported seriously.
At this time, the conference room was filled with depression. Even Li Jianxi's son and daughter, Li Zaiyong, Li Fuzhen and others did not dare to express their anger.
Li Jianxi turned around, even though his hair had grown, he was still the all-powerful Sanxin Lion: "Five Mysteries."
"exist."
Li Jianxi said without hesitation: "We will go all out to develop the 10-nanometer process, and Sanxin Electronics will reduce the price of its memory particles by 30%."
"Yes." Quan Wuxuan nodded quickly and responded.
Apparently Sanxin Group has used their trump card again - the counter-cyclical sales method, deliberately lowering the shipment price and suppressing other memory particle manufacturers. Through this price reduction method, it is difficult for other manufacturers to recover.
This trump card is a typical mutual harm, see who can't hold on in the end, and then the winner takes all.
It is through this method that Sanxin Electronics has gradually overwhelmed Japan Semiconductor and American Semiconductor and become the dominant player in the chip manufacturing industry.
In order to maintain its advantage, Sanxin Group also fought hard. Li Jianxi knew the consequences of this incident. Once Huaguo chip companies become bigger, it will probably be the beginning of Sanxin's decline.
In addition, Sanxin Group did not act on its own this time. Li Jianxi quickly joined forces and memory chip manufacturers such as Hynix, Micron, and Powerchip collectively lowered their prices in order to suppress Chinese chips.
Chip foundries or chip manufacturing companies such as TSMC, Intel, Gro Ark, and Tower Semiconductor have also invariably lowered their prices.
For a time, chip prices around the world dropped by more than 20 to 30%, and many manufacturers were already losing money and making money.
Encircling and suppressing Chinese chips has become the consensus of all overseas chip manufacturing companies.
However, Chinese officials are not a vegetarian. They immediately launched anti-dumping measures. Even if they cannot change the situation abroad, they must at least preserve the basic domestic market.
At this time, China's huge local market has exerted a strong advantage, and the local chip industry can still survive even if there is no foreign market.
The battle has broken out, and both sides are fighting fiercely. This is a war without smoke.
And Chinese chip companies are not afraid. At this time, there is no way out, and the two sides are destined to be in a life-or-death situation.
Many domestic manufacturers of electrical appliances or electronic products have been implicitly or explicitly hinted at using domestic chips whenever possible.
Unless there are chips that are not available in China, or products are exported to foreign countries, domestic chips can be used.
…
Gao Zhiyuan and Cai Zhixing came to the small villa and reported to Huang Mingzhe on the recent company's situation.
Shenguang Instrument Group has become the largest segment of Sisi Society, with a total revenue of 137.4 billion this year, but the expenditure is also quite large, reaching 119.7 billion, with an after-tax profit of 13.7 billion. With such a large profit, it is still due to the fact that a large part of the tax revenue is
Reduced.
However, there is another sector that has suddenly emerged in Sisuishe this year, and that is Sisui Battery Company, which has brought in tens of billions of revenue and an after-tax profit of up to 4.1 billion.
The profit of Dream Company is only 1.43 billion, making it the least profitable company under Sisishe.
"President, Sanxin Group and foreign chip companies have already reacted. It is estimated that the situation next year will not be optimistic." Gao Zhiyuan said solemnly.
Huang Mingzhe said calmly: "The soldiers will block it, and the water will cover it. I want to see how long they can hold on."
"I'm afraid that Yangtze Memory and Ziguang, which have been hit hard, will not be able to defend the memory particles." Gao Zhiyuan reminded.
Well, Huang Mingzhe thought that there was official support from South Korea behind Sanxin. After thinking for a while, he ordered: "Shenguang Instruments can inject capital into Yangtze River Storage and Ziguang when necessary."
"I see."
Next, Cai Zhixing reported to him the progress of the construction of Sisi Club's headquarters and Si Si Club's financial situation this year.
The Sisi Society headquarters building is expected to be completed before the Spring Festival.
As for the financial situation of Sisi Society, it is obvious that a large amount of investment in scientific research projects and equipment has caused Sisi Society to have an obvious financial deficit, with the deficit reaching 3.5 billion.
However, various subsidiaries can make up for this gap, and scientific research is the soul of Thinking Society, so this investment is essential.