76. Chapter 76 The Storm is Coming
Chapter 76 The Storm is Coming
As the largest semiconductor industry organization in the United States, SIA represents the interests and voices of the semiconductor industry in the entire M camp.
When the United States tore apart the semiconductor industry of the island country, it was actually led by them.
Currently, the members of this organization include well-known semiconductor companies such as Intel, Qualcomm, AND, and Invida, which occupy a large share and influence in the global semiconductor market.
Like most industry associations in the United States, SIA also often submits some sensational analysis reports to the United States government. The purpose is nothing more than hoping that they can increase their support and protection for the semiconductor industry and stabilize their dominant position.
When ordinary people see this exaggerated title, they may think that China has developed a photolithography machine.
But Bradley of the Ministry of Commerce of the United States has obviously been scared out of his wits. He didn’t even blink, and he glanced at the report a few times, and he knew the reason.
Isn’t it just a floating belt single crystal furnace? However, SIA actually spoke for the semiconductor industry of the island country…
This is a bit strange.
Bradley took another closer look and finally found the problem.
Shin-Etsu Chemical is preparing to join forces with Goldman Sachs to reduce the price of silicon wafers, increase the export volume of silicon wafers to China, and hit China’s enthusiasm for the research and development of silicon wafer manufacturing equipment? Bradley saw this and slapped the table angrily: “These short-sighted little notebooks, do they only have money in their eyes?!”
”Uh, what’s the problem?”
Seeing him furious, Bradley’s assistant couldn’t help but ask curiously, “This trick should have a good effect, right?”
”No, Yuli.”
Bradley shook his head, “You have been dealing with China for so long, don’t you know them?”
”Once these people are determined to do something, it will be difficult for us to stop them, especially when they have obviously made breakthrough progress…”
”If Shin-Etsu Chemical had used this trick before, it might have worked well, but now China has obviously paid attention to semiconductor materials…”
”Shin-Etsu Chemical’s practice of lowering the price of silicon wafers will not only fail to stop their research and development of silicon wafers, but will accelerate the development of their wafer manufacturing industry!”
Yuli suddenly realized it after hearing it.
No wonder SIA submitted this alarmist report…
It turns out that they are afraid that China will squeeze their chip market share after they have enough silicon wafers.
“So what do you mean?”
”Cut off the supply! Not only can we not dump silicon wafers, but we have to cut off the supply of silicon wafers directly!”
Braread said coldly with a murderous tone:
”Since the silicon wafer card is about to lose its value, it is better to make the most of it before it has some value.”
”In this way, the development speed of their semiconductor industry will be delayed by at least two years…”
”Two years? Do you think they can independently develop silicon wafer manufacturing equipment in just two years?”
”I said at least two years, this is just a conservative estimate.”
Yuli nodded: “But will the island country agree?”
”That’s not up to them… You have to make full use of SIA for this matter. They are definitely more active than anyone else in this matter.”
”I understand, I will arrange it now.”
After Yuli left, Braread also took a deep breath, leaned back in the chair and closed his eyes to rest.
This matter, in the final analysis, is because those little notebooks are too greedy.
If they had known the right measure before, and did not always say that the silicon wafer production capacity was insufficient, and the quantity was limited and the price was raised, and pushed the rabbits too much, how could they suddenly attach so much importance to silicon wafers? What a group of pig teammates!! No, they are not even teammates, at most a group of pig cannon fodder… …
Soon, the Ministry of Commerce of the United States, together with SIA, urgently stopped the plan of Shin-Etsu Chemical and Goldman Sachs Group to dump silicon wafers, and ordered them to stop supplying silicon wafers to China.
The result is imaginable. This immediately caused strong dissatisfaction among the island countries. They protested verbally, believing that this was a crude intervention of the United States in the market behavior of the island countries.
After all, cutting off the supply is actually a matter of hurting the enemy by a thousand and hurting oneself by eight hundred.
And it is not the United States that hurts itself, but their island countries! This makes the little notebooks very uncomfortable…After several rounds of negotiations, both M and the island country finally decided to make concessions.
Neither dumping nor continuous supply, but raising prices significantly!
But the island country needs to pay 20% of the silicon wafer profits to M country for this, called export silicon wafer patent licensing fees.
This title is reasonable.
After all, the semiconductor industry of the island country has been able to take off rapidly thanks to M daddy before.
Shin-Etsu Chemical has to pay a large amount of patent fees to M daddy’s semiconductor companies every year. Now it is just one more payment.
The conflicts and compromises between M and the island country were all carried out privately without China’s knowledge.
When China knew about it, a global silicon wafer industry association composed of global silicon wafer oligarchs such as Shin-Etsu Chemical, SPG Group, GlobalWafers, Sitronic, and SK siltron had quietly taken shape.
The sudden appearance of this industry association immediately aroused strong vigilance from the Chinese side. Many Chinese semiconductor companies with a keen sense of smell also smelled the smell of impending storm.
So, the pressure is great.
Sure enough,
The next day, news came from Xiaobenzi that a 5.4-magnitude earthquake occurred in Dongdu, causing equipment failures at Shin-Etsu Chemical and Goldman Sachs Group, seriously affecting their silicon wafer production capacity.
Then, another major thunderstorm occurred in South Korea, burning out the machines of SKsiltron Group, and a fire broke out at New Race Global Wafer…
Anyway, all kinds of outrageous reasons were fabricated, and in the end there was only one word: price increase! A 12-inch semiconductor silicon wafer originally only cost $0.9 per square inch, but now it has directly increased to $6.99,
It has increased by more than seven times!
A 12-inch silicon wafer is about 109 square inches, and $6.99 per square inch is $761.91, which is about 5,300 RMB!
This is no different from robbing money! As soon as the news came out, it immediately shook the entire Chinese semiconductor industry! Especially semiconductor companies with 12-inch wafer manufacturing capabilities such as SMIC, Huahong, Lianwei, and Shencheng Silicon Industry, They are the first to bear the brunt of this silicon wafer war and the first to be cut! Although China has been patching together in recent years and has also built several 12-inch silicon wafer production lines, the production capacity has reached 900,000 pieces/month, but this is far from meeting the needs of domestic wafer factories. A full 68% of 12-inch silicon wafers are dependent on imports.
Now it is not a question of whether you can buy a lithography machine, but whether the lithography machine you have already bought should be discontinued! If you don’t want the lithography machine to be discontinued, you have to spend a lot of money and bite your teeth to buy their sky-high silicon wafers! After receiving the news, Chief Lu was silent for a long time.
In fact, he had foreseen this day. It was going to come. It was only a matter of time.
It might be a good thing to detonate this mine in advance while the domestic chip manufacturing is just starting.
Because if the problem is left to the end, the loss will usually be greater…
The first order exceeded 4,000~Super awesome!
Thank you all for your support, the promised 7th update is here, and the explosion of updates is over.
Tomorrow, I guess I can only update twice. I have been typing under the pressure of the release these days, and I am a little tired…
(End of this chapter)