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Chapter 242 The anxiety of Japanese silicon wafer manufacturers(1/2)

Japan, Nissin Semiconductor.

Nissin Semiconductor is Japan's largest silicon wafer manufacturer. It is also the world's largest silicon wafer manufacturer, accounting for nearly 30% of the world's output. It can be said to be a world-class giant.

However, at this moment, Nissin Semiconductor is a little anxious.

In the conference room at the headquarters of Nissin Semiconductor, an emergency meeting is being held.

"China's silicon industry is expected to produce 12-inch large silicon wafers with an annual output of tens of millions? What is going on?"

Chairman Kojimamura Arata frowned and asked the others.

A minister of the company stood up and reported: "Mr. Chairman, according to our investigation, this is because this silicon industry uses several technologies that China made breakthroughs a few months ago, mainly their silicon purification process and

The most critical CMP polishing materials, in early August, their first batch of CMO polishing material production plants were officially completed, and then they directly supplied these materials to the silicon industry."

"All factories in the Shanghai silicon industry have been undergoing upgrading and transformation in the past few months. Now with these new materials, their production speed has become faster. It has reached the current level. Their original monthly output was only 30

Thousands, if we now receive an additional 800,000 pieces per month, that would be 800,000 pieces! The output of a single production chain is not lower than ours at all, and is even two to three thousand pieces higher on average!"

"In addition, the silicon industry has also expanded 20 production chains. It is expected to be completed by the end of the year. By then, their second batch of polishing fluid and polishing disk production lines will also be set up, and it is estimated that they will be able to supply more by then.

.”

Speaking of these investigation news, the minister looked very ugly, because they all know how big the impact will be on them once the output of the silicon industry catches up.

They all know how big the gap is between them and China in terms of cost advantage. In the past, they could rely on China's technology to make up for other costs and achieve advantages from the technology cost. But now that China has the technology, who can

How can it be compared?

Just think about shield machines. China did not have shield machines before. Japan, Germany and other countries have the most mainstream shield machines in the world. One machine is worth hundreds of millions of yuan. It can be said that developed countries are trying to trick developing countries.

Sharp weapon.

As a result, after Huaguo developed the shield machine, each one cost millions, and no one wanted to use it. So now Huaguo’s shield machine has a market share of more than 60% in the world, and it is sold all over the world.

Everywhere.

Such a case is in front of us. Of course, they are afraid that they will eventually lose their previous status and their profits will be greatly reduced.

It can be said that as long as they have more production chains, they will lose a lot of orders from TSMC, the world's largest silicon wafer foundry.

After all, the nearest port city in China is only 300 kilometers away from Taiwan. How far is their Japanese port from Taiwan?

There is also the distance between Northeast China and South Korea, which Japan cannot compare with.

It can’t be compared anywhere!

At that time, they will be disabled based on price advantage alone.

As for product quality?

A silicon wafer is not a TBM. A TBM is a large machine, and it is difficult to detect if there is a problem inside it. However, the quality of a silicon wafer can be known by just checking it. The silicon industry has been selling it for so many years, although in the past

They don't like it, but the quality of the silicon wafers is definitely no problem.

If there are quality problems, they will be counted in addition to the factory yield.

So from this point of view, it is impossible for them to look for trouble.

Suddenly, everyone present panicked.

"what to do?"

"How did their technology achieve this breakthrough?"

"Should we contact the chip foundries in Taiwan and Samsung? Tell them not to buy from China?"

"How is that possible? Do you think they would agree to such a thing? Don't buy the cheap ones but the expensive ones?"



Suddenly, everyone present started to quarrel.

But at this moment, Kojima Village patted the table, frowned and said, "That's enough, stop arguing."

Hearing the chairman's words, everyone present suddenly became quiet, and then all looked at him.

The chairman definitely has more solutions than them.

Kojima Arata said: "We can't solve this matter. The patents of these key technologies belong to the Chinese. It is impossible for us to restrict them from patents."

He thought for a moment and said, "I'll call the Americans to see if they can do anything."

Hearing what the chairman said, the eyes of everyone present suddenly lit up. Yes, just ask the Americans for help.

Maybe the Americans can help them.

However, someone else raised concerns: "Will the Americans help? They are always very shameless and will not do anything even if they take our money."

Xiaodao Cunxin waved his hand, "Wait for me to make a call first."

Then he took out his cell phone and started making calls.

"Hello, Mr. Wilson! I am Arata Kojimamura from Nissin Semiconductor. When I met you, it was like this, China..."

"Can't solve it? Mr. Wilson, this is a very important issue! It is related to the structure of the world's semiconductor industry chain! Once China's semiconductor industry chain rises, it will pose a great threat to us! You must think carefully!"

"...I'm sorry, my tone was a little bad, please forgive me!"

Before Kodamura Shin could finish his words, the phone was hung up.

No one present said anything, because they knew from Kojima Arata's conversation just now that nothing good happened.

After Kodamura Arata hung up the phone, his originally apologetic expression immediately turned gloomy.

He slammed the table and snorted: "These shameless Americans really want to drop two atomic bombs on Washington and New York."

The people present looked at each other.

It seems that their chairman is indeed very angry and can even say such things.

However, being angry is of no use.

You can't go to the Americans to cause trouble, right?

Thinking that the country across the coast was increasing its efforts to build semiconductor production lines, they became increasingly panicked.



The news of the announcement of the silicon industry spread quickly, at least in the semiconductor industry, the news basically spread quickly.

Ever since, everyone knew that China's silicon wafer production technology had truly achieved a soaring breakthrough.

Although there have been rumors before, such as the breakthrough in polishing disc materials, important breakthroughs in polishing fluid materials, and silicon purification process.

But no one cared about it at that time, because at that time it happened that Dow Chemical hired media reporters to publicize China's technological backwardness in the semiconductor industry and that all it produced were industrial defective products. For a while, many people were confused.

They expressed contempt, but even those who did not think that China's silicon wafer production technology could really have an impact on them.

Unexpectedly, in just four months, China's silicon industry has made a counterattack.

Suddenly, the Shanghai Silicon Industry attracted countless attention, so the press conference that the Shanghai Silicon Industry planned to hold also attracted many people at home and abroad.

For the silicon industry, this time it can be regarded as a proud moment, and it was directly boasted at the press conference.

Yu Jiancheng's face glowed brightly and he said with a smile: "We can announce that our 12-inch silicon wafer production will reach 20 million in 2022 and 40 million in 2023! We have not received an order yet.

Friends, please hurry up if you want to buy.”

"In the future, our silicon industry will be sure to become one of the top manufacturers in the world. At the same time, we will also consider establishing factories around the world to meet diversified needs."



Even though he was bragging, he didn't forget about the well digger.

"In addition, at this press conference, I also need to thank one person, that is, Professor Lin Xiao. If it were not for Professor Lin Xiao's technological breakthrough, we would not be able to do this at all."

"In 2020, our annual silicon wafer output was less than 3 million. This year it reached 3.6 million. However, the world's top manufacturers, such as Nissin Semiconductor, achieved an annual output of 12 million in 2007.

Above, the average monthly output is 1 million."

"Now, we finally see an opportunity to keep up with these foreign manufacturers."

"This is all the credit of Professor Lin Xiao. Unfortunately, Professor Lin Xiao is not here, but please allow me to pay tribute to him."

"..."

After paying tribute, he continued to brag.

After the blow, it is natural to leave various related manufacturers to discuss cooperation matters. In fact, those Semiconductor Manufacturing Co., Ltd. in Taiwan, Samsung in South Korea, and China's Huaxin International, Huahong Group, etc. are among the world's top companies.

Ten wafer foundries have sent people here.

Wafer foundries are factories that produce chips. They are not wafer manufacturers, but specialized in consuming silicon wafers.

There has been a shortage of silicon wafers in the past two years, which has led to an international chip shortage. For foundries like them, the losses are profits, depreciation rates of instruments and equipment, wasted worker wages, etc.

After all, they can't produce chips without silicon wafers, and it's difficult for a clever woman to make a meal without rice, but those expenses have to be spent.

Therefore, sufficient silicon wafers are the "meter" that allows them to increase their power to produce chips.

As a result, orders from the Shanghai Silicon Industry were quickly filled up, and they even directly booked the output after the completion of their production line.

There is definitely no need to worry about quality. After all, if the quality is not good, you will lose money, so these foundries are not worried about the poor quality of silicon wafers in the silicon industry.
To be continued...
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