Chapter 102: The Wafer Wave

As soon as the negotiations between Sanxin Group and Galaxy Technology were completed.

The two sides released the relevant information.

After all, Sanxin Electronics is a listed company, and this kind of huge transaction plus patent transaction must be announced.

As soon as Sanxin Electronics' announcement came out, its stock price rose slightly.

But for another company, this matter is absolutely fatal, and that is LG Chem.

As a Colliers domestic enterprise, half of the silicon wafers of Sanxin Electronics were purchased from LG Chem.

At present, the world's top 10 chip foundries are ten, which are Taijidian, Sanxin, GLOBALFOUNDRIES, UMC, Huaxin International, Gaota Semiconductor, Hua Hong Semiconductor, VIS Semiconductor and Eastern Hi-Tech.

Among them, only GLOBALFOUNDRIES and Tower Semiconductor did not purchase neutron star silicon wafers, which is mainly due to the fact that some people behind them do not want Galaxy Technology to dominate.

Globalfoundries and Tower Semiconductor, one is a rice grain company, and the other is a Judah company, and it is obvious who is behind it.

However, the two of them do not occupy a large market share in the chip foundry industry, with 10.6% of GLOBALFOUNDRIES and 2% of Tower Semiconductor, adding up to less than 13%.

In other words, neutron star silicon wafers have occupied 87.4% of the silicon wafer supply market in the chip foundry industry.

However, the chip foundry industry does not represent the entire chip manufacturing industry.

This is also why many people find it strange, saying that the chip level of Mi Lijia is so strong, why is it so unbearable in the field of chip foundry, only about 10.6%, and they are about to be caught up by Dongtang, why is this?

We know that there are currently three main processes in the chip field, that is, design, manufacturing, packaging and testing.

Not all companies participate in all three links, and many companies can only participate in one of them.

Chip foundry enterprises refer to enterprises that only participate in one link of manufacturing, and specialize in helping chip design companies manufacture chips, and this ranking only refers to the ranking of such companies.

However, there is another type of company, which is involved in the design, manufacturing, packaging and testing of the three links, called IDM enterprises, which are the strongest, and such enterprises are the most in Mi Lijia.

For example, Intel, Texas Instruments, Micron, NVIDIA, etc., these companies are all Mi Lijia enterprises, do not produce chips for others, so they do not participate in the ranking, but they have a full set of design, manufacturing, packaging and testing capabilities, and their strength is very strong.

In the global semiconductor rankings, Intel has surpassed Sanxin in the first quarter, ranking first in the world, while Texas Instruments ranks 8th in the world, Micron ranks 5th in the world, and NVIDIA ranks 11th in the world.

It can be seen that the pure ranking of chip foundry companies does not really represent the strength level of semiconductors, because there are many companies that do not help others to OEM, but the level is very strong, and Intel is the best example.

And this kind of IDM company has the most rice grains, and in the semiconductor ranking, the overall is also very high, which is why the number of rice grain companies in the foundry enterprises is very small, but the overall strength is so strong.

However, these companies did not buy silicon wafers from Neutron Star, so the silicon wafers supplied by Neutron Star Wafer Company accounted for about 71% of the entire chip industry.

But if they don't buy it, Huang Haojie won't beg them to come over, Galaxy Technology won't beg others to buy it, anyway, it's an attitude of buying or not buying.

However, at this time, the attitude of these rice companies also began to waver.

They don't buy Galaxy Technology's neutron star silicon wafers, mainly for the purpose of suppressing Galaxy Technology, not to pit themselves.

Mi Li's home in the eastern suburbs of Los Angeles, among Morgan's private estate.

Touch! Thomas Morgan slammed a document on the desk with a gloomy face, he didn't expect Galaxy Technology to be so powerful in the silicon wafer industry, he had arranged for GF, Micron, Texas Instruments and other rice companies not to buy neutron star silicon wafers.

However, these companies have begun to sit still and have sent messages to ask for the lifting of restrictions on their purchase of neutron star silicon wafers.

Because Texas Instruments, GF and other companies have obtained neutron star silicon wafer test reports and some samples from different channels.

After testing, they had to sigh that Dongtangren's silicon wafer technology was already the world's first, or the world's first that could not catch up for the time being, and the purity of the monocrystalline silicon alone made people feel desperate.

Shin-Etsu and Silitonic have been the world's strongest monocrystalline silicon purity, but they are still desperate for the purity of neutron star wafers.

If purity alone is not a huge gap in the quality of the wafer, but another advantage of neutron star wafers that they cannot imagine, is the uniformity of mass.

Silitronic company specializes in the comprehensive inspection of neutron star silicon wafers, and they are desperate to find that the defect area of neutron star silicon wafers is about 1/500,000, while the defect area of their own silicon wafers is generally 2~3%.

Can this gap not make Silitronic despair? Silitronic's engineers looked at the neutron star wafer with a sense of powerlessness.

Thomas Morgan regretted a little that he didn't do his best to nip Galaxy Technology in the bud, but unfortunately there is no such thing as regret medicine in the world.

Now that there is Galaxy Technology, which is already a towering tree, the Morgan family alone is a little powerless, after all, Dongtang is a rare closed area in the world.

Whether it is Morgan, or Rockefeller, or DuPont, or the haunting Red Shield, they can call the wind and rain in most areas of the Blue Star, and even the woolly bear country can be influenced.

But for that country, Morgan and his capital forces are not enough, although they have also cultivated a lot of agents, but they have no ability to influence the general trend of that country.

That's why Morgan and they are so hostile to that country.

"Addams! You go and inform those chip companies and agree that they will buy neutron star silicon wafers, but by the way, tell them that if you don't want to be stuck by Galaxy Technology, it is best to support a low-end silicon wafer supplier. Thomas Morgan commanded with a blank face.

"Yes, Father!" Adams Morgan nodded.

After Adams Morgan left, Thomas Morgan sat in his chair and looked out the window at the red maple grove with a cloudy face.

It seems that we have to discuss with Rockefeller and DuPont, and we must not let Galaxy Technology continue to develop, otherwise it will threaten the pattern of this world sooner or later.

After receiving the message of Morgan Sr.'s consent.

Nvidia, Micron, GF, Tower and other companies immediately breathed a sigh of relief, but they also remembered the old Morgan's words.

After video calls on the dark web, the companies weighed the pros and cons and decided to purchase high-end wafers, but they had to keep one or two low-end wafer producers.

Otherwise, the consequences are unimaginable, and they have reason to believe that Galaxy Technology will threaten them by cutting off the supply of silicon wafers when necessary.

Therefore, it is necessary to retain and support one or two low-end wafer manufacturers, which can be used as a precaution.

After the discussion, GF, Micron, and Nvidia decided to support Shin-Etsu as a low-end silicon wafer supplier; Texas Instruments, Tower, and Intel chose Hanska's Silitronic as their low-end silicon wafer suppliers.

Not only will they choose Shin-Etsu and Silitronic to supply low-end wafers, but they will also join forces to invest in both companies, after all, this is their way forward.

Shin-Etsu and Silitronic were lucky, while the other three were outright.

For safety reasons, Sanxin Group also acquired LG Chem at a low price to supply low-end silicon wafers to Sanxin Group.

In the same way, Taiji Electric also made the same choice, acquiring Global Silicon Wafer Company; UMC, Powerchip, and VIS jointly acquired Goldman Sachs Semiconductor.

It can be said that in just a few months, the world's silicon wafer industry has undergone earth-shaking changes.

The market share of neutron star silicon wafers has once again increased to a staggering 87%, and the remaining 13% are the struggling Shin-Etsu and Silitronic.