Neon.
Two of the world's top five silicon wafer suppliers are Neon.
Nippon Shin-Etsu Semiconductor and Sheng Hi-Tech, combined, account for about 40% of the total supply of silicon wafers regardless of size.
The main products of Shinyue Co., Ltd.: semiconductor components, silicone, rare earth magnets, etc., which have grown up after the new century.
Neon S&G is one of the companies that stood up a century ago, but it is not optimistic about the strategy of this Korean star alliance.
Because in 2017, the imbalance of cost and supply and demand led to silicon wafer shortages and price increases that lasted for a year. As the world's second largest silicon wafer supplier, Neon Shenggao announced that it will invest US$400 million to increase the production of 12-inch silicon wafers. The production capacity will be It will be launched in 2019 and is expected to add 110,000 pieces per month.
According to the Nikkei Shimbun, this is the first time in about 10 years that SGS has made a large-scale investment in increasing production, but it is estimated that this investment in increasing production can increase its 12-inch silicon wafer production capacity by 5-10% compared with the current level.
What is special about this increase in production is that Neon Shenggao did not build new production lines such as a crystal growth furnace. Instead, it increased the clean room space of the Imari factory and added equipment such as silicon wafer surface grinding and cleaning to achieve the goal of 2019. In the first half of the year, the company can increase its production capacity to 110,000 12-inch silicon wafers per month.
In this regard, SGS's official explanation is that the current production capacity is completely unable to respond to strong customer demand, so it has decided to prepare to increase production.
But the reality is...
The secretary read the report sent back by the commercial spy very respectfully.
In the report, the commercial espionage stated that Jiuzhou Technology Company’s supply price for a single 12-inch wafer to Xia Xin Technology was 490 Xia Yuan.
At the same time, when the semiconductor department of Jiuzhou Technology Company was constructing the park, the entire project was supported by two units from the Daxia Kingdom.
As soon as I heard this, Itomatsu felt a wave of excitement in his heart.
Normal companies in Daxia are not scary in his eyes, but companies that are related to the two official forces in Daxia are like hedgehogs.
For this kind of company, you can have a joint venture or cooperate to extradite senior executives, but you can't use hard and soft tactics, otherwise you will get hurt if you are not careful.
And for manufacturing industries like Jiuzhou Technology Company, Daxia's development of the manufacturing industry is obvious to all.
No matter how rare a high-profit product is, as long as Daxia can make it, the price will soon be driven down, and production will increase too quickly.
In the same way, Daxia wafer manufacturing may reach the peak of the global industry within five years.
To be honest, when Itomatsu, the president of Shenggao, heard the report, he wanted to criticize the Korean star Li Jianxi.
It's not good to mess with anyone, but mess with this sleeping dragon.
However, there is no turning back when the bow is fired.
The secretary finished reading one report and picked up another.
It can be seen that Goldman Sachs has spread a lot of money.
Because the next news is too "fresh".
Jiuzhou Technology Company is contacting mature engineers and real experts in the semiconductor industry. Only those with non-competition agreements within five years will be hired with high salaries.
Itomatsu's hand holding the tea cup shook slightly.
Others don't know, but he knows that in the semiconductor industry... Daxia actually has a lot of talents, and more and more Daxia talents are joining this industry every year.
Most of this group of people really have not signed the so-called "competition agreement."
"What does he want to do?"
Itomatsu's voice was a little deep.
The secretary put the report back into the folder and said respectfully: "Daxia companies have a passion for expansion. Even if the profits in this industry are extremely meager, they will expand as long as there is official support, and expansion requires sufficient talents. "
Itomatsu slapped the table and roared: "How dare you! Baga!"
After a little thought, he understood.
Jiuzhou Technology Company clearly has leading technical and cost management advantages in the manufacturing of 12-inch wafers.
If it is given enough manpower and resources, then Twelve Inches will probably be rounded up and eaten away by it in no time.
Naturally, low-end products such as eight-inch wafers will not survive long.
Itomatsu thought for a while, and after his angry expression gradually calmed down, he drank a cup of cool tea.
"Let's check again and find out the situation of Jiuzhou Technology Company's wafer manufacturing plant. I remember that Sichuan and Sichuan are tourist attractions, so I sent more people to find out as soon as possible within a week.
And you informed the vice president that there are several companies that want to enter this market? Let them know, in order to raise funds for research and development, our current wafer fab at S&G may be transferred out. "
The secretary hesitated to speak, but after a moment he still bowed and obeyed.
He understands the president's thinking.
If Jiuzhou Technology Company really has the technical strength and plans to expand, the wafer fab with the current process will only become a hot potato that does not make money or even loses money.
While the outside world does not know the news, it is the best strategy to sell the fab at a good price, stop the bleeding in time, and then move on to the next process, 16nm, to fight with the opponent again, or to find another way out.
At the same time, under the communication of Director Zhao Jianye, the top ten wafer manufacturers in Daxia sent representatives to Chengdu.
Of course, if it was just official communication, the representatives they sent would only be some deputies. But today, the attendees were all celebrities in the industry.
Li You, as the deputy director of the semiconductor department of Jiuzhou Technology Company, is also the host of this meeting.
He was sitting at the front seat, feeling a little excited.
My little boss is really big-hearted.
Because the wafer fab requires an area with low vibration for production, the semiconductor production park next to Jiuzhou Technology Company can currently only carry out small-scale construction.
However, the wafer resistance war led by Jiuzhou Technology Company has affected all wafer factory companies in Daxia.
After thinking about it, Gu Qing said that he wanted to sell equipment and overall technology so that his peers could manufacture wafers at low cost.
Zhao Jianye was a little unsure when he heard Gu Qing's idea.
Is this young man really willing? (End of Chapter 109)
Spend your own money on lean processes and give up the technology of mid- to low-end processes so that your friends can have a bowl of broth.
However, it wasn't until Li You came today that he finally made up his mind.
The deputy director of the semiconductor department, who will be the future director of this department, has enough weight.
"Daxia has a huge demand for silicon wafers, but most of it relies on imports."
Li You read the speech prepared for him by Gu (Xuan) Qing (Wu).
“At present, apart from our company, our friends have only mastered the manufacturing technology of silicon wafers of 8 inches and below. Among them, small-sized 4-6 inch silicon wafers are basically self-sufficient, while 8-inch and 12-inch silicon wafers are basically self-sufficient. Inch self-sufficiency remains extremely low.
As the cornerstone of the entire semiconductor industry, silicon wafer manufacturing is of great importance to all industries in Daxia that require semiconductor products..."
