"Take, for example, capacity. Pen ~ Fun ~ Pavilion www.biquge.info"

Swain was confident and said with a smug smile: "Luis, you probably didn't notice that ST Group is the owner of the only wafer factory in China. And this wafer fab is responsible for meeting at least 15% of China's demand for semiconductor chips. For the new technology fab, its capacity has long been squeezed to the limit, and there is no more potential for increase. ”

Yes, the ST fab is also one of the most important businesses of the ST Group. However, with the development of semiconductor technology in recent years, the technical level of this factory has dropped to the quasi-first-class level, and it is believed that it will soon fall to the second-rate level. ”

"Well, and in the past few years, due to China's own problems, they have not had the same good external conditions as they did in the 80s. It's not that the ST fab doesn't want to expand its production capacity, but it doesn't have this opportunity. Both the Netherlands and Japan are now refusing to sell lithography machines to China, and ST fabs are helpless to deal with these problems. ”

In the past two years, Xinke wafer factory has indeed tried to expand production capacity in many ways, on the one hand, it is to increase investment and training in domestic lithography machine technology, especially the cooperation with Jiangguang General Factory.

On the other hand, Lu Yinglong also relies on his relationship in the United States to import some semiconductor production line equipment such as lithography machines that are not within the scope of the blockade.

However, after tapping out the huge demand in China's semiconductor market, whether it is ASML in the Netherlands, Nikon or Canon, all refuse to sell relatively advanced lithography machines to China, even the 1.5-micron lithography machines that have been put into use do not agree to export.

The reasons are, of course, manifold.

The self-censorship of the existing manufacturers, the reluctance to provoke the US and the blockade of Batumi on political issues and other issues.

On the other hand, it is the result of other fabs that want to expand their market share in China and deal with each other privately.

Even if the new technology wafer fab wants to buy and is two or three years behind the mainstream level of equipment, the vast majority of lithography machine capacity has been eaten by other semiconductor companies.

The new technology wafer fab is facing such an embarrassing situation, starving to death, but also not enough to eat. Earn a lot of money in China, but there is no way to continue to expand production capacity, and watch other foreign fabs conquer cities in China.

"I suspect that the supply of mobile phones from China Tietong Company should be very tight. Kane told me that its core semiconductor chips are all produced by the ST fab, and the rest are general-purpose electronic components. In fact, there are mainly three chips, motherboard, CPU and baseband chip, which is almost the core technology of this company. ”

Sven Bai smiled mysteriously, knocked on the table and continued: "These three chips, from tape-out, etching to packaging, look at their computing power, the cost is at least more than six hundred dollars. Lower prices are not achievable with the already slightly outdated technology of the ST fab. But even so, their production time, cost and yield are certainly much lower than other chips. These mobile phones produced by the Chinese are likely to be exchanged for reducing the yield rate. ”

"That's right!"

Louis suddenly realized and nodded violently: "The president said this, and I also remembered it." Tietong's mobile phones, they also have a scientific name, called handheld digital radio. Its original function is said to have been equipped with the railway department to transmit travel data. Not only the trains of the railway are needed, but also the service personnel on the trains. If I'm not mistaken, the logistics, station and dispatch departments of China's railways may also need to be equipped with mobile phones. You think, the name of the company that sells it is called 'Railway Communication and Signal Company', and it is impossible not to do a good job, right? It must first meet the needs of the railway work, and then sell the rest of the product. ”

"Oh, it does. Sven Bai's breathing was a lot shorter, and he forced his excitement to analyze: "In this way, they can take out fewer products for sale, not to mention that these chips of Xinke Group will not only be diverted to Tietong Company, it is said that they also have a strategic partner of Xiucheng Computer Company where the company's headquarters is located." The new technology group, Xiucheng computer, and railway communication company do not know how much production capacity will be consumed to meet the internal needs of these three enterprises. ”

Swinbeth's expression, which was originally a little hesitant, has now become completely firm: "This explains why they sell it on the train, but they don't even advertise it on TV, and they don't export it - because they have limited production capacity!"

"What do we think we should do?"

Although Louis was also very excited, he thought that he had found the fatal weakness of Xinke and Tietong. But on his own behalf, he didn't seem to have a good way to exploit this weakness.

But Swainberg, unlike Louis, has been president of Qualcomm for five years. A lot of things in the mall are unreasonable, especially when it comes to profits.

"Although the technology of the new technology fab has lagged behind, there are still not many fabs that can be more advanced than it. If the Chinese want to subcontract the task of producing these three chips, there are actually very few wafer factories that can take over in the world. ”

Speaking of this, Swainbai suddenly laughed: "In fact, there is only one wafer factory that can be used for Xinke foundry, and that is UMC in Duwan. ”

"Other suitable fabs are in the hands of a few stakeholders, such as Motorola, Philips, Siemens and Ericsson. These multinational groups certainly have suitable fabs, but they will never produce chips for ST, and ST will not trust them. ”

"So if we want to deal with UMC, the problem of insufficient capacity of ST Group cannot be solved?"

Louis almost didn't jump, never expecting the answer to be so simple anyway.

History played a joke with Hu Wenhai here, although he pitted Zhang Zhongmou, causing TSMC to be stillborn. However, UMC, which was founded in 1980, still embarked on the road of foundry.

UMC's foundry was later than TSMC in history, but Zhang Zhongmou's idea of doing foundry in the semiconductor industry did not jump out of a stone. The process by which this idea arises is not only that others are influencing him, but that he is also influencing others.

When Zhang Zhongmou was appointed to the Xiangjiang Wafer Factory, the market demand for semiconductor foundry on Duwan Island has not disappeared, but has been paid more and more attention.

As a veteran of the Dumb Bay semiconductor industry, it is not surprising that UMC has entered this field.

The foundry model was not the first invention of Zhang Zhongmou, but he was the first to apply it to the field of semiconductor manufacturing. The foundry industry in Duwan is now in full swing, and it is purely normal for UMC to learn from the model of other industries.

After all, the name of the Asian Tigers is already being known around the world - and so on, and the situation may not be the same as in history. Here, the Asian Tigers have a tendency to become the Three Dragons!

The four Asian tigers in the original history were Korea, Duwan, Xiangjiang and Lijiapo, and they were already very economically developed regions in East Asia in the 90s.

In the 90s, Duwan also developed very rapidly, relying on the industrial transfer of the United States to do OEM trade, not only earning very rich profits, but even the third-generation aircraft Jingguo was created.

Xiangjiang's economy relies on entrepot trade, and as long as the mainland still relies on its special window, it can easily come up with very beautiful figures in the economy.

Li Jiapo is the little brother in Southeast Asia supported by the US imperialists, not to mention that the position is too important, and you can make money by doing anything.

South Korea's history is more bumpy, first investing heavily in heavy industry and relying on the steel industry to boost the economy. Then it went into shipbuilding, followed by big chemicals and synthetic fibers. In the late nineties, it began to exert its efforts in the automotive industry and the electronics industry......

However, today's South Korean economy, just before it was about to take off, was suddenly smashed on the head, and it seemed to be a little blinded.

From the beginning of Hu Wenhai's crossing, he had a little spare money in his hand and was frantically importing steel production capacity to the northeast region. In the early days, it relied on the DuPont consortium to introduce the transfer of the steel industry from the United States, and later it was from the Soviet Union to dismantle steelmaking equipment to pay off debts, and there was backward production capacity purchased from old Europe. Every year, the steel production capacity of Bohai Province alone must be calculated in the tens of millions. By the 90s, the country's steel production capacity had exceeded 100 million tons, and what was the steel production capacity of Koreans during the same period? The answer is 21 million tons, about two-thirds of that of Bohai Province.

Moreover, in this historical period, South Korea has gradually become unprofitable due to factors such as the upward trend of the domestic economy, the significant increase in labor costs, and the extreme dependence on imports of raw materials.

Heavy industry conglomerates are eyeing the next profit growth point, which is shipbuilding.

Just when the South Koreans were ambitious to enter the shipbuilding industry to release steel production capacity, the China Shipbuilding Corporation was suddenly born. The application of the giant section shipbuilding method has made the Koreans have no ability to compete with CSSC in terms of technology and cost.

CSSC and Mitsubishi joined forces to strangle the South Korean shipbuilding industry, and in 1986 the South Korean economy immediately became unfun.

After Hu Wenhai collected enough chips and aimed the introduction field at the large chemical industry, the South Koreans were completely crying without tears.

The economy of Bohai Province has formed a strong competitive relationship with South Korea, and several large enterprises in South Korea in the future, such as Samsung, Hyundai, LG, Hanjin and Daewoo, almost all of them have made their fortunes in the shipbuilding industry.

But today, these companies provide less than 8% of the production capacity in the international shipbuilding market.

Before the South Korean shipbuilding industry had grown, it had already been strangled to death by CSSC.

The Asian Four Little Dragons, now it seems very likely that a "fake" dragon has been mixed in.