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Becoming a world-class chip giant is a dream

Latest update time:2021-09-02 09:22
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Semiconductor projects around Hefei are looking for cooperation QQ416000888 (with financial support)



According to foreign media reports, Zhao Weiguo, chairman of Tsinghua Unigroup, wants to build the company into China's first world-class chip giant and has formulated a $30 billion investment plan for this purpose.

In such a special period, Tsinghua Unigroup is willing to invest US$30 billion in semiconductors and is determined to build the first world-class chip giant, which is commendable.

However, I think the window period for growing into a chip giant may have passed. The monopoly situation in the global semiconductor manufacturing industry has basically taken shape. Before silicon materials are replaced by new materials, it is almost impossible for Tsinghua Unigroup, as a newcomer, to become a world-class chip giant.

The success of China's semiconductor manufacturing industry cannot be achieved with money alone, and money cannot be spent. Previously, Tsinghua Unigroup tried to rely on mergers as a pioneering strategy, and its frequent attacks on Micron, Western Digital, including Taiwan's Siliconware Precision Industries and Powertech were blocked. If Zhao Weiguo left the "shortcut" of mergers and acquisitions and tried to grow through his own development, his world-class chip giant would only be a dream.

The integrated circuit manufacturing industry requires accumulation. It is composed of multiple factors, including IP tool vendors, IDM, design, foundry, equipment, materials, packaging and testing, all of which rely on the accumulation of talents and experience.

In addition, China is in a special position. The West is doing everything possible to promote its values ​​and hinder China's progress in high-end technology and products.

In addition, China's own structural contradictions are prominent, and at this stage it is still a "market economy" led by the government, and it is unlikely to be completely resolved in the near future.

Therefore, it is possible that in the future, system companies such as Huawei, which rely on terminal products to drive chip production, may achieve success.

The global semiconductor industry has matured, while China's semiconductor industry is still in the development stage of emerging industries, which is out of sync. Although its development is in an unprecedented good opportunity, including the attention of the country, investment from large funds, the strengthening of the industrial chain and the international focus on China, it will take time for China's semiconductor industry chain to be improved. With the growing strength of China's national power, the contradictions on the other hand are more prominent, and the containment of the West has not stopped for a day. They are looking at us coldly, so we must be more sober, abandon all illusions and shortcuts, and enhance the sense of crisis. The only right way is to quickly strengthen ourselves.




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