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Integrated circuit industry “big fund”game


      In order to support local semiconductor industry, China resorted to "fund" strategy, but it is like the Powerball Lottery (Powerball), despite the huge amount of money to attract the semiconductor industry to try, but do not know how to win.
      Chinese wafer OEM manufacturers SMIC (SMIC) provide their own case: the company has achieved 65 and 45 nm process technology authorization in order to quickly listed, but not modify the process technology of power, can not create value-added services; so in the core and IBM jointly developed 28 nanometer process technology although, with elastic, it stretched product process.
      High pass (Qualcomm) in the last year began using its 28 nanometer polysilicon process, but in the core to wait until the end of this year will begin production of higher value High-K l gate version process. In the core and in June last year, announced an aspiring plan, with IMEC, HUAWEI (Huawei) and Qualcomm jointly develop 14 nanometer FinFET technology; however, the technology is expected to not be ready until 2019, I'm afraid backward competitor TSMC (TSMC) for more than three years.
      SMIC Sunny, vice president of international marketing Hui in the recently held in the United States by a strategy of SEMI industry sponsored Summit (Industry Strategy Symposium, ISS EE) to accept the American version of the Times editor access said: "we also know that behind the market ahead of the competition, but this is a part we must experience stage of the battle is to chase Moore (Moore s Law)."
      TSMC (TSMC) announced in December last year, will set up a wholly-owned factory production of 16 nanometer wafer FinFET chip in China; this weakened the core international play no IC design industry Fab China community in the local service growing the foundries advantage. The core dilemma seems to have revealed China should strive to provide advanced technology, throw the helve after the hatchet in the more competitive period, but Hui says this is the wrong lesson, his advice is to take the solution is more sensitive to the dynamics of the market.
      "We welcome more industry establishment industry ecosystem, because our concern is whether the supply chain is established in accordance with the requirements;" Hui said: "if the core in no way to reach a fast enough speed, no reason to others in the industry is not happy... Instead, they will force us to work harder to speed up technology development."
      Indeed, China attempts to a large number of low-priced products leading solar panels and LED market, but also stifle the profit; government planners should not want to repeat the same mistakes in the semiconductor field.
      In the core of the international last year made about $400 million of the big Fund grants, so that the company can start building in Beijing's third wafer plant B3; the seat of the wafer plant plans to produce FinFET process. And its B2 wafer plant this year will begin production of 28 nm and 40 nm process.
      In order to foster the local semiconductor industry, a total investment China how much money remains to be seen; analyst Handel Jones estimates that at least $30 billion, other analysts said, from the China government and private funds, the total will reach $100 billion.
China's huge demand for memory
      Market research firm Gartner and other analysts expect China will set up three major wafer plants in 2020, respectively, the production of NAND, DRAM and logic chips, while China is indeed a huge demand for memory chips.
      (Micron) the memory of Dachang Meguiar's vice president of corporate development at ISS Sadler Michael said, at present there are four China memory fab, three of which belong to large scale plant (SK Hynix), Hynix Intel (Intel) and Samsung (Samsung), remaining a relatively small scale is belonging to China local industry.
      Sadler believes that China planners will invest more memory Fab and micron for related opportunities are very interested in Chinese: "more micron do business than in other countries, the scale of business growth rate is very large; China obviously wants to dominate the technology development in China and how the local deployment technology."
      The Chinese, which is almost up to the national security level of the event, and if you need more memory chips in their own production, but also to protect the economy; the market came in July last year to $23 billion acquisition of China micron, but market observers pointed out that the deal should be easily unable to obtain government approval authority.
Integrated circuit industry "big fund" game in 2020 to set up three major wafer plant
      China currently has only one memory plant is a new core (XMC) from the local industry operators (source: Micron), Wuhan.
      The author privately asked Sadler, and put forward the Chinese micron in negotiation in what are the requirements? He said the company needs to be the capital, the right to enter the market, as well as in the model of sustainable management in China, and do not want to license technology to avoid cultivating competitors. 'in this area has been through the Inotera joint venture in Taiwan (Iotera) has some experience; Hua Yake was originally a joint venture with micron Formosa, and micron recently the hands of other shareholders to buy back shares to obtain greater operating flexibility.
      Sadler's comments echoed the previous inquiry foundry Globalfoundries Fab's 8 Fab pet manager Tom Caulfield on the China view, he said: "there will, not enough funds to enter the industry, they need to find a mode of cooperation."
      The core of Hui said that to win in the markets do not necessarily have the most cutting-edge technology in the core; for example, the company has about 60 kinds of different process technologies, including a very suitable for networking (IoT) application of low leakage 55 nanotechnology, recently with visible light communication technology innovation Brite semiconductor industry (Brite Semiconductor) cooperation show.
      The new Chinese chip investment plan winning mode remains to be clarified, but no doubt there are many semiconductor manufacturers are eager for a fight, to prepare proposals, hope after the negotiation process hard, will win this Chinese "fund" game.

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