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In fact, Fan Wuxi's heart is now more contradictory, and it is difficult to choose for a while.

The chip industry is the focus of future development, which does not need to be questioned, in terms of the chip industry under Fan's Investment Group, Fan Wuxian has invested a lot of time and energy and money in it to create today's huge industrial scale, to say that he is not concerned about it, it is impossible.

It's just that Fan Wuxian also saw another point, that is, due to his sudden rise, the production of the mainland wafer industry has become a dominant force, and Fan occupies a stable leading position, while other existing companies can only drink soup, which has caused many enterprises to blush.

After more than 10 years of rapid development, some large domestic enterprises have completed the original accumulation of capital, and have the capital and ability to use spare money to enter the lucrative high-tech industry.

Large-scale entry into the wafer manufacturing industry is actually a way for these companies to make their voices heard, although it is not explicitly stated, but the meaning of challenging Fan's Investment Group is self-evident.

In fact, the opinions of mainland wafer factory practitioners on the expansion of production are not the same, one is to advocate a large-scale expansion of production capacity, and the other is to believe that excessive expansion will hinder the development of the industry.

Experience has shown that many industries on the mainland are developing in a swarm of bees, and blindly expanding production when the industry is quite optimistic about the market will cause the industry to fall into a vicious circle, and eventually everyone will not be able to make money.

FOR EXAMPLE, AMONG THE TOP TEN IC SUPPLIERS IN THE MAINLAND, INTEL, SAMSUNG ELECTRONICS, TEXAS INSTRUMENTS, ETC. COVER NEARLY HALF OF THE MARKET, AND EVEN LARGE DESIGN COMPANIES SUCH AS QUALCOMM AND BROADCOM ARE NOT IN THE FRONT.

As for the future development advantages and challenges of mainland wafer fabs, they can be viewed from four aspects: market, capital, talent, and technology. From the perspective of the market, the demand of the mainland IC market is expected to reach 120 billion US dollars by 210, but the supply capacity of the mainland industry is only about 13 billion US dollars, and there is a huge gap in the middle, which is obviously a very attractive opportunity, and the mainland in three years, among the more than 3 million college graduates, 70% of them are science and engineering backgrounds, which is enough to provide huge scientific and technological talent resources.

However, from the financial aspect, today's semiconductor market is also facing saturation, when the technology into the advanced process, the investment amount is high, and the recovery is not easy, so although many wafer manufacturers have said that they want to enter the mainland market, but it is not easy for them to obtain international financial support.

It is true that capital is profit-oriented, but capital also needs to consider the issue of risk.

Especially after the cold snap in the Internet market, international financial capital has become very sensitive, so Fan Wuxian can basically guess that although local governments are very keen to introduce wafer manufacturing, whether it is Thailand's CP Group or TSMC, they will not invest too much money in the mainland, and this part of the funds is estimated to be obtained more from the banking channels in the mainland.

In fact, for some local government leaders in the mainland, it is not that they cannot see these unfavorable situations, and they are also very clear about the channels from which these funds are obtained after the project is landed, and they understand that although the chip industry looks beautiful, it is impossible to come up with a very certain answer to whether it can make a profit, whether it can lead local enterprises out of the encirclement, build a local chip industry circle, and become a leader in the development of the local economy and high-tech industry.

Can the construction of such a large number of wafer fabs continue to narrow the gap between Europe, the United States, Taiwan and mainland fabs? It's a matter of location.

From a technical point of view, the amount of R&D invested by Taiwanese capital in the mainland's largest wafer factory under construction is one-fifth of that of TSMC and one-third of that of UMC.

Another figure is that with the current investment of $2.5 billion in the 12-inch wafer factory, the monthly production capacity of 30,000 pieces will be sold for at least $2,500 to make a profit.

It is difficult for new practitioners to compete, and this is the barrier to entry that has been set up by the pioneers.

Even if the mainland partners do not have to bear the cost of building factories, only the new competition model of manpower management, but who will pay for these construction costs, it is obviously the local government, so back to the most fundamental problem, we must carefully think about the expansion plan, and at the same time find new special application areas OEM, and reduce costs, even TSMC, but also to find a way to fill the production capacity, in order to have the confidence to invest in the mainland to build factories.

The reason why local governments are eager to introduce wafer factory projects is nothing more than for the sake of their own political achievements, which also has a lot to do with the state's policy of encouraging the development of the integrated circuit industry.

Because according to the industrial policy formulated by the central government, before the end of 2010, if the profits of integrated circuit production enterprises, including packaging enterprises, after paying enterprise income tax, are directly invested in their own enterprises, and the registered capital is increased, and the operating period is not less than five years, the income tax paid for the reinvested part will be refunded at the rate of 40%.

The portion of profits made by domestic and foreign economic organizations in China that are reinvested in integrated circuit or software production enterprises in the western region shall be refunded at the rate of 80 percent of the income tax paid.

In order to encourage the development of the software industry and the integrated circuit industry, the central government agreed to set up a venture capital fund and actively attract domestic and foreign capital.

Before 2010, the part of the actual tax burden exceeding 3% of the sales of integrated circuit products, including monocrystalline silicon wafers, will be levied and refunded by the general VAT taxpayers, and will be used by the enterprises for the research and development of new integrated circuits and the expansion of reproduction.

Software enterprises with an annual export volume of more than US$5 million and integrated circuit enterprises with an annual export volume of more than US$50 million can import and export goods in accordance with the relevant regulations such as early customs clearance, online customs declaration, rapid customs transfer, door-to-door acceptance, expedited customs clearance, guarantee acceptance and other convenient import and export customs clearance procedures.

At the same time, the import and export of goods of the above-mentioned enterprises can be given priority to inspection and quarantine in accordance with the principle of special handling and urgent handling, and convenient inspection and quarantine procedures shall be applied.

For integrated circuit manufacturers with an integrated circuit width of less than 0.8 microns, they can enjoy the preferential policy of two exemptions and three halves of income tax from the year of profit, and their self-used productive raw materials and consumables that cannot be produced in China are exempt from customs duties and import value-added tax.

Obviously, such a policy is very attractive to overseas investors, and it is also very attractive to local governments.

Nowadays, one of the main criteria for measuring the performance of officials is the ability to attract investment, just imagine, any wafer factory landing, its investment is measured in the order of hundreds of millions or even billions of dollars, plus other supporting direction construction investment, for the local GDP figure is very large.

Moreover, there is another point, the significance of developing high technology is quite different from that of building infrastructure on a large scale, and it is in line with the development direction of the overall state policy, and it is easier to win the praise and promotion of higher-level leaders.

Therefore, it is the greatest wish of many local officials to let the wafer manufacturing project land as soon as possible and land it during their tenure. That's not something you can expect, and it's not something you should care about, and there will naturally be a successor to have a headache in the future, at least their career will become bright because of the project.

It is precisely because of this that Fan Wuxi has kept a low profile on this issue, even if he has realized that after the development of the wafer manufacturing industry, the domestic wafer industry will become a mess, it is inconvenient for him to express his position on this issue and raise objections, because it will offend a large number of people.

When a large group of officials who are eager to take this opportunity to achieve political achievements are poured down because of Fan Wuzhi's basin of cold water, causing the high-level to respond correctly to the mainland's wafer factory construction boom, Fan Wuxian will obviously become the target of public criticism, resulting in Fan Heng's position and influence at the top level also being shaken, which is a very unfavorable situation.

In a few months, it will be convened, some domestic situations will have to be adjusted, and a new leadership collective will also be produced, and next year will be a change of government, and there will definitely be a great effort to adjust personnel at that time.

As Fan Heng, who has only reached the age of 61, he has been in the position of Zhengguo for several years, and his age, physical condition and work ability are the best choice among leaders at the same level, and the reform of state-owned enterprises that he has taken over for several years has also come to a successful conclusion, and it can be said that his reputation is rising.

Although neither Fan Heng nor Fan Wuxian have considered being able to make Fan Heng the number one person or take over the position of Boss Zhu, it is logical to continue to remain in the position of executive vice premier.

Although Fan Wuxian has a sense of justice in his heart and a high sense of responsibility for the country and the people, from the perspective of the overall situation and the overall interests, he is really not suitable to offend too many people now, so as not to affect the overall situation.

You must know that if it goes well, Fan Heng can serve two more terms in the position of Zhengguo-level leader, and it is not too late to retire at the age of 70, if this goal can be achieved, the comprehensive benefits he will produce in office will be much greater than the current stop from the disorderly production of a number of wafer factories.

With this measure, it is difficult for Fan Wuxian to clearly state his position on this issue.

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