Chapter 75: Mountain rain is coming
As the largest semiconductor industry organization in country M, SIA represents the interests and voices of the semiconductor industry in the entire M camp.
Back then, country M tore apart the semiconductor industry of the island country, in fact, it was led by them.
At present, the members of this organization, including Intel, Qualcomm, AND, Innwei and other well-known semiconductor companies, occupy a large share and influence in the global semiconductor market.
Like most industry associations in country M, SIA often submits some sensational analysis reports to the government of country M.
The purpose is nothing more than to hope that they can increase their support and protection for the semiconductor industry and stabilize their hegemony.
When ordinary people see this exaggerated title, they may think that Huaguo has made the lithography machine.
But Bradley of the Ministry of Commerce of Country M has obviously been scared out of experience.
He didn't even jump his eyelids, and after a few cursory glances at the report, he knew what the reason was.
Isn't it just a floating belt single crystal furnace?
However, SIA will speak for the semiconductor industry of the island nation......
That's a bit weird.
Bradley took another closer look, and finally realized what the problem was.
Shin-Etsu Chemical is ready to join hands with Goldman Sachs Group to reduce wafer prices, increase wafer exports to China, and hit China's enthusiasm for R&D of wafer manufacturing equipment?
When Bradley saw this, he immediately slapped the table with some anger: "These little books with mouse eyes are only money in their eyes?!" ”
"Uh, what's wrong with that?"
Bradley's assistant was furious when he saw him, and couldn't help but ask curiously, "This trick should have a good effect, right?" ”
"No, Yuri."
Brared shook his head, "After dealing with Huaguo for so long, don't you still know about them?" ”
"Once these people are determined to do something, it's very difficult to stop them, especially when it's clear that they've made a breakthrough......"
"Shin-Etsu Chemical's trick, if it had been used before, it might have worked well, but now Huaguo has obviously paid attention to semiconductor materials......"
"Shin-Etsu Chemical's practice of reducing the price of silicon wafers will not only not stop their research and development of silicon wafers, but will accelerate the development of their wafer manufacturing industry!"
Yuri suddenly realized when he heard this.
No wonder SIA delivered this alarmist report......
It turned out that they were afraid that Huaguo would squeeze out their share of the chip market after there was no shortage of silicon wafers.
"What do you mean?"
"Cut off! Instead of dumping silicon wafers, we have to cut off the supply of silicon wafers directly! ”
Brared said coldly in a somewhat murderous tone:
"Since the card of silicon wafers is about to lose its value, it is better to let it play its maximum role before it has a little value."
"As a result, the development of their semiconductor industry will have to lag for at least two years......
"Two years? Do you think they will be able to develop their own wafer manufacturing equipment in just two years? ”
"I'm talking about at least two years, and that's just a conservative estimate."
Yuri nodded: "But will the island country agree?" ”
"That's not up to them...... You have to make the most of SIA, and they are definitely more positive about it than anyone else. ”
"Understood, I'll arrange it now."
After Yuri left, Brared also took a deep breath and leaned back in his chair to close his eyes.
This matter,In the final analysis, those little books are too greedy.,
If they had grasped the balance before, and didn't stop talking about the lack of silicon wafer production capacity, and the limited quantity and price increase, forcing the rabbit too quickly, how could they suddenly attach so much importance to silicon wafers?
What a bunch of pig teammates!!
No, they're not even teammates,
At most, it's a group of pigs cannon fodder ...
……
Soon, the Ministry of Commerce of Country M joined forces with SIA to urgently stop the dumping plans of Shin-Etsu Chemical and Goldman Sachs Group, and ordered them to stop supplying silicon wafers to China.
The results can be imagined,
This immediately aroused strong dissatisfaction among the island countries, and they protested verbally, believing that this was a crude intervention by country M in the market behavior of the island countries.
After all, cutting off the supply is actually a matter of injuring a thousand enemies and injuring eight hundred.
And it's not country M that has damaged itself, it's their island country!
This makes the little books very uncomfortable......
After several rounds of consultations, both country M and the island state finally decided to make concessions.
Neither dumping, but also continuous supply, and in turn sharply raising prices!
However, island countries need to pay 20% of the wafer profits to country M, which is called the patent license fee for exporting silicon wafers.
This head is also reasonable,
After all, the semiconductor industry in the island country used to rely on Daddy M to take off quickly.
Shin-Etsu Chemical still has to pay a large amount of patent fees to M's father every year to the semiconductor company, and now it is equivalent to paying another amount.
The contradictions and compromises between country M and the island countries were all carried out privately without the knowledge of China.
By the time Huaguo found out, a global wafer industry association composed of global silicon wafer oligarchs such as Shin-Etsu Chemical, Shenggao Group, Global Wafer, Sitronic, and SK siltron had quietly taken shape.
The sudden appearance of this industrial association immediately aroused strong vigilance on the part of China.
Many Huaguo semiconductor companies with a keen sense of smell have also smelled a smell of mountain rain coming.
Just, it's stressful.
really
The next day, news came from Xiaobenzi's side, saying that a 5.4-magnitude earthquake had occurred in Dongdu, which caused the equipment of Shin-Etsu Chemical and Goldman Sachs Group to malfunction, seriously affecting their silicon wafer production capacity.
Then, there was a huge thunderstorm in Bang Country, which burned down the SKsiltron Group's machines, and a fire broke out in the new Hanh Global Wafer......
Anyway, all kinds of outrageous reasons have been made up, and in the end, there is only one word: price increase!
The 12-inch semiconductor silicon wafer was originally only $0.9 per square inch, but now it has risen directly to $6.99.
That's more than seven times over!
A 12-inch silicon wafer is about 109 square inches, and 6.99 US dollars per square inch is 761.91 US dollars, which is equivalent to about 5300 RMB!
It's no different from grabbing money!
As soon as the news came out, it immediately shook the entire Huaguo semiconductor industry!
Especially semiconductor companies with 12-inch wafer manufacturing capabilities, such as SMIC, Huahong, Lion Micro, and Shencheng Silicon Industry,
They are the first to bear the brunt of this silicon wafer war, and they are the first to be stabbed!
Although China has been patchwork together over the years, it has also built several production lines for 12-inch silicon wafers, with a production capacity of 900,000 pieces per month.
However, this is far from meeting the needs of domestic wafer fabs, and 68% of 12-inch silicon wafers are imported.
Now it's not a question of whether you can buy a lithography machine, but whether the lithography machine that has been bought should be discontinued!
If you don't want the lithography machine to be discontinued, you have to spend a lot of money and grit your teeth to buy their sky-high silicon wafers!
After Chief Lu got the news, he was also silent for a long time.
In fact, he had a premonition of this day,
What should come will come,
It's just a matter of time.
Taking advantage of the fact that domestic chip manufacturing has just started, it may be a good thing to detonate this mine in advance.
Because leave the question for the end,
The damage caused is usually only greater......
The first order broke 4000~ super powerful!
Thank you again for your support,
The 7th more promised is presented, and the explosion on the shelves is over.
Tomorrow is estimated to be only two more, these days against the pressure code words on the shelves, it's really a bit empty......
(End of chapter)