Technological power starts with upgrading lenses

As the largest semiconductor industry organization in country M, SIA represents the interests and voices of the semiconductor industry of the entire M camp.

When Country M tore up the semiconductor industry of the island country, they were actually the ones leading it.

Currently, members of this organization include well-known semiconductor companies such as Intel, Qualcomm, AND, and Invida, which 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 simply to hope that they can increase their support and protection of the semiconductor industry and stabilize their dominance.

When ordinary people see this exaggerated title, they might think that China invented the lithography machine.

But Bradley from the Ministry of Commerce of Country M was obviously frightened out of his experience.

He didn't even twitch his eyelids. He glanced at the report briefly and knew the reason.

Isn't it just a floating-band method single crystal furnace?

But SIA actually speaks for the island country's semiconductor industry...

This is a bit strange.

Bradley took another closer look and finally discovered the problem.

Is Shin-Etsu Chemical preparing to join forces with Goldman Sachs Group to lower silicon wafer prices, increase silicon wafer exports to China, and dampen China’s enthusiasm for research and development of silicon wafer manufacturing equipment?

When Bradley saw this, he immediately slapped the table angrily: "Do these short-sighted little books only have money in their eyes?!"

"Uh, what's the problem?"

Seeing him getting angry, Bradley's assistant couldn't help but asked curiously, "This trick should have a good effect, right?"

"No, Yuri."

Braid shook his head, "Having been dealing with China for so long, don't you still understand them?"

"Once these people are determined to do something, it is difficult for us to stop them, especially when they have clearly made breakthrough progress..."

"Shin-Etsu Chemical's trick might have worked well if it had been used before, but now China has obviously paid more attention to semiconductor materials..."

"Shin-Etsu Chemical's approach of lowering the price of silicon wafers will not only not stop their research and development of silicon wafers, but will actually speed up the development of their wafer manufacturing industry!"

After hearing this, Yuri suddenly realized.

No wonder SIA submitted this alarmist report...

It turns out that they are afraid that China will squeeze out their chip market share after there is no shortage of silicon wafers.

"What do you mean?"

"Cut off the supply! Instead of dumping silicon wafers, we must directly cut off the supply of silicon wafers!"

Braid said coldly with a murderous tone:

"Since the card of silicon chip is about to lose its value, it is better to let it play its maximum role before it has some value."

"As a result, the development speed of their semiconductor industry will be delayed for at least two years..."

"Two years? Do you think they can independently develop silicon wafer manufacturing equipment in just two years?"

"I'm talking at least two years, and that's a conservative estimate."

Yuri nodded: "But will the island country agree?"

"That's not up to them... You have to make full use of SIA on this matter. They are definitely more active than anyone else in this matter."

"I understand, I'll make arrangements now."

After Yuri left, Braid also took a deep breath, leaned back on the chair and closed his eyes to rest.

In the final analysis, these little books are just too greedy.

If they had grasped the situation before and pushed the rabbit too hard by always saying that silicon wafer production capacity was insufficient, limited and priced, how could they suddenly pay so much attention to silicon wafers?

What a bunch of pig teammates! !

No, they're not even teammates,

At best, they are cannon fodder for a group of pigs...

…

Soon, the Ministry of Commerce of Country M, in conjunction with SIA, urgently stopped the plans of Shin-Etsu Chemical and Goldman Sachs Group to dump silicon wafers, and ordered them to stop supplying silicon wafers to China.

The result can be imagined,

This immediately aroused strong dissatisfaction among the island countries. They protested verbally, believing that this was country M's gross interference in the market behavior of the island countries.

After all, cutting off confession is actually a matter of hurting the enemy a thousand times and damaging yourself eight hundred.

Moreover, it is not country M that is harming itself, but their island country!

This makes the notebooks very uncomfortable...

After multiple rounds of consultations between several parties, Country M and the island country finally decided to make concessions.

It neither dumps nor supplies, but instead drastically raises the price!

However, the island country needs to hand over 20% of the silicon wafer profits to Country M, which is called the export silicon wafer patent license fee.

This title is quite reasonable.

After all, the island country’s semiconductor industry relied on Father M to take off rapidly.

Until now, Shin-Etsu Chemical had to pay a large amount of patent fees to M's father's semiconductor company every year, and now it is just another payment.

The conflicts and compromises between country M and the island country were all conducted in private without China's complete knowledge.

By the time China knew about it, a global silicon wafer industry association composed of global silicon wafer oligarchs such as Shin-Etsu Chemical, S\u0026G Group, Global Wafer, Sitronic, and SK siltron had quietly taken shape.

The sudden appearance of this industry association immediately aroused strong vigilance in China.

Many Chinese semiconductor companies with a keen sense of smell also smelled the smell of an imminent storm.

Just, it's a lot of pressure.

really,

The next day, news came from Xiaobenzi that a 5.4-magnitude earthquake had occurred in Tokyo, causing equipment failures at Shin-Etsu Chemical and Goldman Sachs Group, seriously affecting their silicon wafer production capacity.

Then, another huge thunderstorm occurred in Bangzi Country, burning out the machines of SKsiltron Group, and a fire broke out at Xinzu Global Wafer...

Anyway, all kinds of outrageous reasons were made up one after another, and in the end there was only one word: price increase!

12-inch semiconductor silicon wafers originally cost only US$0.9/square inch, but now they have risen to US$6.99.

It has doubled more than seven times!

A 12-inch silicon wafer is about 109 square inches, and the price of 6.99 US dollars per square inch is 761.91 US dollars, which is equivalent to about 5,300 RMB!

This is no different from stealing money!

As soon as the news came out, it immediately shocked the entire Chinese semiconductor industry!

Especially semiconductor companies with 12-inch wafer manufacturing capabilities such as SMIC, Huahong, Leon Micro, and Shanghai Silicon Industry,

They are the first to bear the brunt of this silicon chip war!

Although China has been patching things together over the years, it has also built several 12-inch silicon wafer production lines, with a production capacity of 900,000 wafers per month.

But this is far from meeting the needs of domestic fabs, with a full 68% of 12-inch silicon wafers relying on imports.

Now it is no longer a question of whether you can buy a photolithography machine, but whether the photolithography machine you have already bought should be discontinued!

If you don’t want the photolithography machine to stop production, you have to spend a lot of money to buy their sky-high price silicon wafers!

After Chief Lu got the news, he was silent for a long time.

In fact, he had already foreseen this day,

What is supposed to come will eventually come,

It's just a matter of time.

Taking advantage of the fact that domestic chip manufacturing has just started, it might be a good thing to detonate this mine in advance.

Because I left the question until the end,

The damage caused is usually greater...

The first order has exceeded 4,000 ~ super awesome!

Thank you again for your support.

The promised 7th update is here, and the latest update is over.

There will probably only be two updates tomorrow. I have been struggling with the pressure of listing in the past few days, which is really a bit empty...