Why does the United States chase neon semiconductors? This question is familiar to Sosuke Uno.

"Is it because in the field of cutting-edge science and technology, the United States must maintain its own leadership and dominance?"

This question Shirakawa Kaede had analyzed with him, and Sosuke Uno himself agreed with this statement.

"This is one of the factors, but even the United States cannot dominate the global semiconductor market.

In other words, in addition to the United States, the global semiconductor market can accommodate a second or third player.

But the premise is that everyone has to earn, or that the country can take the biggest piece of cake. ”

Shirakawa Kaede said this, and the thoughts of several people in the Ministry of International Trade and Industry became clearer and clearer.

"So it's because Neon took too much, and Mi Guo got too little.

And it's not that the United States is ready to kill the neon? Uno muttered to himself.

Recently, a series of actions in the United States have made the neon government a little confused.

Not to mention various agreements, price limits, sanctions, tariffs, import and export controls, and so on, many people in the government still think that the United States wants to kill the entire semiconductor industry of Neon with a stick.

Not to mention the struggle between the various factions within this matter, some of them with weak knees are ready to put Neon Semiconductor with both hands, and directly kneel down to surrender.

Of course, this matter is just wishful thinking on the part of some people, and now the power of the neon chaebols can wrestle with the government.

In particular, Keidanren's existence has been lost more than once in the hands of the Ministry of Finance.

As a consortium of chaebols, anyone who wants to move his own roots can even invite him to the bottom of Tokyo Bay.

Even when he was really ready to do this, maybe Shirakawa Kaede would secretly make a difference.

Blocking people's money is like killing parents, what happened to government officials, and there are fewer people who commit suicide inexplicably?

This is not Shirakawa Kaede's audacity, but the tacit choice of the chaebol group.

Before the bubble burst, the power of the neon chaebol was amazing. The real decline was after the bubble and at the stage when Koizumi came to power.

But this is an afterthought, and there are really not many people who dare to move the chaebol in the current era.

Therefore, if Neon wants to give up the semiconductor industry, several major chaebols are the first to refuse, which is why Uno Soyu and they are cautious.

As for their idea that the United States wants to completely abolish neon semiconductors, Bai Chuanfeng is also a little crying and laughing.

"Business competition is a process of coming and going, not that in all industries, the United States cannot allow others to walk in front of it.

The key is that Neon is now too far ahead, and the United States cannot see the possibility of surpassing it in a short period of time. Even over time, this gap will widen.

In the cutting-edge field is being pulled bigger and bigger, will the rice country sit back and wait to die? ”

It was obvious that Mi Guo had already given his own answer, and Uno Soyu's face became even more serious.

"In addition, the industrial model of neon semiconductors is also a huge pressure for the United States."

"What do you mean by what Shirakawa-san said?" This angle made Tamura Yuan and them stunned again.

Neon Semiconductor's industry model? Is there anything wrong with this?

"Tamura-san, I don't know if you've found it, Neon's semiconductor industry is very complete.

Complete enough to be in Neon local, it can solve all the problems in the entire chip industry chain. ”

"This is a normal behavior of business development, the purpose is to reduce costs as much as possible and make Neon's chips more competitive internationally.

Is there anything wrong with that? Could it be that the United States cannot tolerate these either? Tamura was very puzzled by this, which was normal in neon.

Many large enterprises complete their own raw materials to finished products, and semiconductors are just one of the epitomes.

"If it's in Neon Soil, it's certainly nothing. But for international trade, it's actually a headwind.

Especially in high-tech industries such as chips, the IDM model is a vertically integrated manufacturing model.

In fact, it is not necessarily a good thing for Neon, because it takes too much. ”

How complete is Neon's semiconductor industry?

From raw materials to silicon wafers, from lithography machines to etching machines, from the chemical materials used in the process to the process itself.

All of these neon semiconductor companies can complete self-sufficiency, which means that Neon has opened up the whole industry chain of chips.

This is the so-called IDM - vertically integrated manufacturing model, in the case of occupying seventy or eighty percent of the global market, neon is not left to others at all.

This directly led to the collapse of a large number of wafer factories in the United States, and Intel cut off seven of its own fabs and laid off nearly 8,000 employees last year.

All these losses add up, Intel has lost at least five or six billion dollars, and that's just Intel.

If you think about Micron, Deyi, and Motorola, the situation is not much better.

In the face of this situation, it is strange that the government of the United States does not take a ruthless action.

Then again, is it true that the United States can't tolerate the development of neon semiconductors at all? Kaede Shirakawa doesn't think so.

If the United States really had this kind of thought, it would not have opened its semiconductor technology to Neon in the first place.

Even now, there is no stopping communication between them in the academic field.

The real key is that neon semiconductors do not threaten the industrial layout of the United States.

But thinking about Fujitsu, every time they clamored to overturn their counterparts in the United States and turn the world's top ten semiconductor companies into neon clubs, Shirakawa Kaede couldn't help but sigh.

Weakness is not an obstacle to survival, arrogance is.

Neon has always been a vassal existence, can it be anti-guest-oriented, let Lao Mi follow it to drink soup?

Whimsical, arrogant!

This is Shirakawa Kaede's perception of the neon semiconductor industry at this time.

And after listening to his explanation, Uno Soyu and the others realized the problem.

It's not a good thing for an industry to be at the top, at least for Neon.

"Does this mean that Neon will abandon its martial arts and give up all its investment in the semiconductor field?"

Kazuo couldn't help but ask rhetorically, after all, this sounds unacceptable.

"Not really, you may have to decide what to choose, or what to give up."

In fact, Shirakawa Kaede also hinted at the internal meeting of Keidanren that if you want to change the state of the big stick, you must have to give and take.

After all, Neon is a loyal dog of the United States, and after confirming that there is no threat, the United States does not mind giving it some sweetness.

This is not the same as a confrontation between different camps, there is no need to die or die.

Even when necessary, neon can become a model for the lighthouse of the United States to shine in East Asia.

Although it doesn't look good on the face, at least it falls into the benefits.

Besides, Mu Qiang is a little day, and this matter is sprinkled with water for it.

"But the above is a personal opinion, you just listen to it, don't take it seriously."

At the end, Shirakawa Kaede didn't forget to give himself a buff.

It's all jokes, I don't recognize it when I get out of this door.

However, although he said this, the few people on the other side were thinking seriously.

"So this time, SIC contacted Beimi's capital for this reason?" Suddenly, Sosuke Uno turned to another question.

"Cough~" Shirakawa Kaede coughed lightly, "The SIC foundation is too thin, and you can't get the IDM model, so you can only take the vertical division of labor mode." ”

Semiconductor companies that handle everything from design to manufacturing, packaging and testing, and sales of their own brand ICs are based on the IDM model.

The typical representative is Neon's six major semiconductor companies, NEC, Hitachi, Toshiba, Fujitsu, etc., and the same is true of Intel in the early days.

They have abundant capital and can directly launch a large number of asset-heavy projects.

But SIC can't, a mainstream process production line, let alone hundreds of millions of dollars.

SIC, which was just established in 80 years, where did the capital come from to do this.

Therefore, the vertical division of labor model is the only choice for SIC, which only does chip design and does not have a chip processing plant.

In this way, the operational risk of SIC is invisibly reduced, and the only possible loss is the failure of tape-out.

However, compared with the loss of hundreds of millions of yen and the loss of hundreds of millions of dollars, there is no doubt that the former is more in line with the situation of the SIC at that time.

Even though SIC has now become the world's third largest processor design company, Shirakawa Kaede still has no plans to take the IDM model.

In the entire chip industry chain, SIC only took away the front-end design profits and patent licensing fees.

As for the profits of the back-end processing, packaging, testing and other links, SIC is left to other supporting companies.

Some of these companies are in Neon, some are in Beimi, and there are even enterprises in Ouzhou.

For example, most of the production process of the chips supplied by SIC in North America is entrusted to local companies.

On closer inspection, this is infinitely close to the model of many factoryless semiconductor companies in later generations.

The entire production process is divided into several parts and dispersed to all parts of the world, a proper global business mode.

SIC's approach is deeply appreciated by Beimi, otherwise why do you think SIC can sell chips in Beimi unharmed.

When Intel wanted to sanction SIC, many North Mi companies began to lobby Congress in turn, without Shirakawa Kaede opening his mouth.

SIC has created numerous jobs for North Mi and brought profits to many companies in the chip industry.

If the SIC is lost, then a large number of workers will lose their jobs and numerous enterprises will go out of business.

Lo and behold, although the loss of some profits by not choosing the IDM model has also been gained, SIC has also gained more room to maneuver.

Don't underestimate SIC at this time, as the world's third largest processor design company.

There are still millions of chips supplied in North Mi every year, and the industrial profits around these chips are not a small number.

Obviously, several people from the Ministry of International Trade and Industry also understand the deep meaning of SIC's adoption of the vertical division of labor model, that is, to deeply bundle the North rice market.

For the United States, one is a company that is closely related to itself and can create value. The other is to eat all the meat and not even leave the soup for your own company.

How to choose these two together, that's too simple.

Even until this moment, Shirakawa Kaede still felt uneasy, and was ready to introduce rice to add an insurance for himself.

Soyu Uno and the others thought that they had seen Shirakawa Kaede's ultimate goal clearly, and they also approved of this approach.

However, as for Neon itself, several people from the Ministry of International Trade and Industry find it a little difficult to handle.

The ship is difficult to turn around, and it is too late to convince the giants to transform.

Besides, as chaebols, they may not be willing to give up the part of the profits that have been held in their hands now.

"Shirakawa-sanNo matter what the future holds, if there is any need for SIC, please be polite.

When necessary, neon can be a strong backing for SIC. ”

Tamura Moto's eyes full of meaning also made Shirakawa Kaede quite emotional.

"Tamura-san's kindness, Shirakawa wrote it down."

The meaning of the other party's words is actually hinting at Shirakawa Kaede.

If SIC encounters a hostile takeover by U.S. capital in the future, the neon government will step in to protect him.

After all, it is the only seedling of neon in the field of processors, and SIC is also registered with the government.

Looking at the current situation, the future of neon semiconductor companies is indeed uncertain.

If the worst-case scenario happens, at least the SIC will survive.

From this point of view, the Ministry of International Trade and Industry is indeed not weak in SIC.

(End of chapter)