Chapter 464: Stacking Buffs

The Ministry of International Trade and Industry originally wanted to know about the financing situation of SIC, but unexpectedly, the two sides exchanged ideas in the field of neon semiconductors for a long time.

Although neon still seems to still occupy more than half of the semiconductor market, the future scenario is still unknown.

On this point, after Shirakawa Kaede explained his opinion, several people in the Ministry of International Trade and Industry already had a rough idea in their hearts.

In the final analysis, the future fate of Neon Semiconductor is not all determined by itself, and the factor of the United States even accounts for more than half.

In addition, due to the yen exchange rate and the domestic bubble economy, the semiconductor friction between Japan and Japan is even more complicated.

There is also the relationship between the government and the chaebols, which has hindered Neon's overall planning for the semiconductor sector.

In fact, there is another point that Shirakawa Kaede did not elaborate, that is, the VLSI research institute in the United States has been modeled on neon and has established its own semiconductor research institute.

Previously, the West was scattered, and the major semiconductor companies with a pure capital operation background were basically fighting on their own.

But after seeing the power of the neon VLSI research institute, the old beauties also began to engage in this set.

It is led by 14 semiconductor companies such as Intel, IBM, Micron, HP, and Motorola, and assisted by the National Laboratory of the United States.

In the next five years, we will focus on the advanced technologies in the field of public relations semiconductors, so as to raise the semiconductor technology of the United States to the same level as Neon as soon as possible.

In addition, the U.S. government will allocate $100 million a year to support SEMATECH's R&D budget.

This set is exactly the same mechanism as Neon's previous VLSI Institute.

Lao Mi is also very practical, if you can't beat others, then learn other people's patterns, and then use them for your own use.

Although the final result is unknown, this is enough to show the pressure that Neon Semiconductor has brought to the United States.

In addition, in this era, the semiconductor technology of the United States is lagging behind neon in terms of technology.

Yes, you read that right. As the first to license transistor technology to neon, Mi Guo's dad is now lagging behind neon in technology.

According to the current process analysis, Neon's top lithography machine can achieve 1~1.5 microns, but the mainstream of the United States is still in the 2.5 micron era.

Although DRAM is not technically difficult, both 2 microns and 3 microns are sufficient for the production of memory chips.

However, a higher precision process represents a country's strongest strength in the semiconductor field.

In addition, DRAM may not have high process requirements, but CUP-level processors rely on high-precision processes to improve their own performance.

For example, SIC's 32-bit chip 80381 can achieve a maximum frequency of 40MHz in many versions.

On the other hand, Intel is also a 32-bit chip, but the maximum frequency can only be about 30MHz.

Let's not talk about who is superior and who is inferior in architecture, but in terms of performance ceiling, the ceiling of SIC is already higher than Intel.

This is also the reason why SIC can gradually open up the market in North Mi, except for the price, how can it work without two brushes.

According to the current market development projection, SIC may surpass Motorola next year and win the second position in processor chips.

But since Neon's chip manufacturing process is more advanced, why doesn't Intel let Neon's manufacturers OEM?

Because Intel has its own wafer factory at this time, the IDM model is the mainstream of the industry in this era.

In addition to Intel, there are IBM, MOS, Zilog, Motorola, etc., all of which have their own fabs.

So their chips are basically produced by their own factories, so how can they look for other semiconductor companies to OEM in this case?

Even when these companies design chips, they initially use the capabilities of their own fabs as a process reference.

Therefore, in some subtle differences, the performance of various chip companies will also be uneven.

However, Intel has already closed its own fab, and the capacity it retains is probably just enough to meet the shipment requirements of processor chips.

In the future, with the further development of globalization, Motorola and IBM will most likely embark on the factoryless semiconductor model of SIC.

In addition, several officials from the Ministry of International Trade and Industry believe that the SIC is now approaching US capital in order to circumvent possible sanctions in the future.

This is actually one thing, and the more important factor is that Shirakawa Kaede knows that the chip industry, especially the processor chips with the highest technical difficulty, will definitely have a trend of centralization in the future.

In layman's terms, in the high-tech field, there is a winner-takes-all phenomenon.

The so-called winner-takes-all refers to the leaders in the industry, which tend to occupy the vast majority of the market share and a huge proportion of profits.

Even the second-oldest and third-ranked companies will drink some soup at most.

The reason for this phenomenon is that the high-tech industry has a high threshold. The one with the most advanced technology is likely to find a replacement in the market.

For example, CPU, 7nm and 5nm chips have a significant gap in performance.

The normal choice of the market will be biased towards 5nm chips with higher precision and better performance.

Over time, 7nm chips will be slowly phased out, and the design companies behind them will be unsustainable.

Especially in the era when the IDM model is everywhere, Intel owns a fab, which will cause a total asset scale effect on other peers.

As an example, both Intel and Motorola make chips, and the former has the advantage.

If Intel's chip sales are 1 million and Motorola's is 300,000, will Motorola's profit be 30% of Intel's?

The answer is no. Not only will it not reach 30%, it may not even reach 3%, and it is more likely that Intel will make money and Motorola will lose money.

While a chip may cost $30, the fixed cost of R&D can be in the hundreds of millions of dollars.

At this time, the more you sell, the lower the cost will be, so the cost of 1 million pieces and the cost of 300,000 pieces are completely two different concepts.

When the gap reaches a certain level, the cost of Intel to produce a few more chips will be infinitely close to zero.

At this time, Intel can control the price of its own chips at any time, while it is difficult for competitors to survive such shocks.

The reason why Motorola slowly lagged behind Intel in later generations and the development of new chips was delayed again and again was because of this reason.

If the market can't keep up, profits can't keep up, and R&D spending can't keep up.

In the end, even if Intel does nothing, Motorola will slowly be dragged to death.

Shirakawa Kaede is worried about this situation, but fortunately, Intel is not a monopoly at this time, and it has just transformed into the processor market.

Intel, Motorola, SIC, MOS, and Zilog have almost carved up the main market.

Although there will be a gap, there is no company that dominates and crushes other parties.

This gives SIC the opportunity, and even because of its focus on processor chips throughout, the SIC team may be better than Intel in some way.

However, it is difficult to say what will happen in the future, especially with the rise of the computer trend, Intel is rooted in the North Mi market.

If nothing else, it must be a giant of the future.

SIC wants to break the winner-takes-all situation, and the current advantage is not enough.

First of all, with its pure neon background, the U.S. government will not allow it to replace Intel alone.

The situation of neon semiconductors in the DRAM field can be described as a lesson from the past, as long as SIC has signs of crushing in the processor field, then Lao Mi will definitely interrupt its development.

That's why Shirakawa Kaede will consider changing the skin of SIC and stacking a buff, what is more reassuring to the United States government than having an American background and being listed in the United States.

In a world where there is no way to capital, this is how to play.

If SIC doesn't want to live in neon in the future, then this is almost a must-move.

After sending off several officials from the Ministry of International Trade and Industry, Shirakawa Kaede was ready to talk to the first person who persuaded the bank.

If SIC is listed in Beimi in the future, of course, it is not possible to go alone, and it is best to pull a strong helper here in Neon.

The first persuasion silver is Shirakawa Kaede's first choice, and even Mitsui and Mitsubishi are there, and he is ready to go and talk.

In the capital game of the North rice market, relying on Shirakawa Holdings alone is still too weak.

Time flies, and in the blink of an eye, it's November.

I don't know what agreement the neon government has reached with the United States, and the 100% tariff on electronic products has been canceled for most of it.

However, retaliatory tariffs on semiconductors still exist, but this is no longer the focus of Shirakawa's attention.

For Shirakawa Electric, as long as the tariff on finished products is cancelled, then everyone can breathe a sigh of relief first.

In just a few months, Shirakawa Electric lost more than 2 billion yen in profits.

Originally, the export business was not easy to do, and it came out like this, and the neon entity manufacturing industry was indeed not so easy to do this year.

Alas, the golden age of the whole people has come, but the golden age of manufacturing has gradually passed.

Stimulated by this, almost all the big companies here in Neon are increasing their investment overseas.

Neon is no longer suitable as a production location for export trade, and Southeast Asia, where labor costs are lower, has begun to become the object of investment.

Shirakawa Electric is also moving, in addition to Huaxia, Yizhou, Lijiapo, and even sticks, Shirakawa Electric has invested.

In addition to manufacturing, Shirakawa Holdings is also making overseas financial investments.

Beidu Bank has injected more than one billion US dollars into international financial institutions such as the Asian Development Bank and the IMF.

As a regional investment bank, the AIIB's mission is to help its developing member countries alleviate poverty and improve the quality of life of their people.

In fact, to put it bluntly, it is to provide loans to relatively backward countries to help their economic development.

At present, the AIIB's main loan targets are Southeast Asian countries such as Ani, Thai Pot, Malay, Bangzi, and Curly Feifei.

And since it is a loan, of course it has interest.

As the largest shareholder of the AIIB, Neon deserves to be the country that has benefited the most.

Bank of Japan, Mitsui, Mitsubishi, Sumitomo, Daiichi Bank and other banks account for more than 42% of the AIIB's shares.

Now that Beidu Bank has also joined in, in the future, Southeast Asian countries will repay the interest of the AIIB, and Beidu Bank will also have its own income.

And with the increasing share of capital injection, the future income will also be more and more.

Carrying out financial business in Neon China can no longer meet the pace of expansion of Beidu Bank.

Shirakawa Holdings plans to continue to inject a total investment of US$5 billion into the AIIB over the next five years.

In the coming decades, Southeast Asia's economic development will enter the fast lane.

The demand for funds in various countries will gradually increase, and this is when Shirakawa Holdings' rich foreign exchange reserves will come into play.

Not to mention 5 billion, 10 billion US dollars Baichuan Holdings can also take it.

International investment is not only profitable, but also can rapidly expand the popularity of Beidu Bank.

The IMF and other IMFs are the same, and Shirakawa Holdings will make a lot of investments around the world if they have money in hand.

What is Heritage? When you participate in global economic activities and can actively grasp and influence a part of the context, that is the embodiment of heritage.

(End of chapter)