Reborn Tokyo Golden Age

The Ministry of International Trade and Industry originally wanted to know about the financing situation of SIC, but they did not expect that the two sides had communicated for a long time in the field of neon semiconductors.

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

Regarding this point, after Bai Chuanfeng expounded his point of view, several people from the Ministry of International Trade and Industry already had an idea in their hearts.

After all, the future fate of Neon Semiconductor is not entirely determined by itself, and the factors of the United States even account for more than half.

And because of the yen exchange rate and the domestic bubble economy, the semiconductor friction between Japan and rice is even more complicated.

There is also the relationship between the government and the chaebol, which have hindered Neon's overall planning for the semiconductor field.

In fact, there is another point that Bai Chuanfeng did not elaborate on, that is, the United States has established its own semiconductor research institute based on the VLSI Institute of Neon.

Previously, the West was in a state of disunity, and the major semiconductor companies operating on a purely capital basis basically fought on their own.

But after seeing the power of the Neon VLSI Research Institute, the old Americans also started to do this.

It is led by 14 semiconductor companies including Intel, IBM, Micron, HP, and Motorola, and assisted by the US National Laboratory.

In the next five years, it will focus on various 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 U.S. dollars each year to support the research and development budget of SEMATECH.

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

The old ricers are also very honest. If you can't beat others, you should learn other people's models and 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 lags behind Neon in terms of craftsmanship.

Yes, you read that right. As the father of the United States who was the first to authorize transistor technology to Neon, he is now behind Neon in technology.

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

Although the technical difficulty of DRAM is not high, whether it is 2 microns or 3 microns is enough for the production of memory chips.

But a higher-precision manufacturing process represents a country's strongest strength in the semiconductor field.

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

For example, SIC's 32-bit chip 80381, in many versions, the highest frequency can reach 40MHz.

In contrast, Intel is also a 32-bit chip, but the highest frequency can only be about 30MHz.

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

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

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

But since Neon's chip manufacturing process is more advanced, why doesn't Intel allow Neon's manufacturers to contract?

Because Intel had its own fab at this time, the IDM model was the mainstream of the industry in this era.

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

So their chips are basically produced by their own factories. In this case, how can they find other semiconductor companies to manufacture?

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

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

However, Intel is already closing its own fab, and the reserved production capacity is probably just enough to meet the shipment requirements of processor chips.

With the further development of globalization in the future, there is a high probability that Motorola and IBM will also adopt the fabless semiconductor model of SIC.

In addition, several members of the Ministry of International Trade and Industry believe that SIC's current contact with US capital is to avoid possible future sanctions.

This is actually one aspect. The more important factor is that Bai Chuanfeng knows that the chip industry, especially the most technically difficult processor chip, 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 means that the leader in the industry often occupies most of the market share and a huge profit ratio.

Even the companies ranked second and third can only 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 may not be able to find a substitute in the market.

For example, CPU, 7nm and 5nm chips have obvious gaps in performance.

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

Over time, 7nm chips will be gradually eliminated, and the design companies behind them will be difficult to sustain.

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.

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

If Intel sells 1 million chips and Motorola sells 300,000, will Motorola's profit be 30% of Intel's?

the answer is negative. Not only will it not reach 30%, it may not even reach 3%. It is more likely that Intel will make money and Motorola will lose money.

Although the selling price of a chip may be $30, the fixed cost of research and development may be hundreds of millions of dollars.

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

When the gap reaches a certain level, the cost for 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, but it is difficult for competitors to survive such an impact.

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

If the market cannot keep up, profits cannot keep up, and research and development funds will not keep up.

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

Bai Chuanfeng is worried about this situation, but fortunately, Intel is not the only one at this time, and it has just transformed into the processor market.

Several companies such as Intel, Motorola, SIC, MOS, and Zilog have almost divided up the main market.

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

This gives SIC an opportunity, and even because it focuses on processor chips from beginning to end, SIC's team may be better than Intel at some level.

But it is hard to say what will happen in the future, especially with the rise of the computer trend, Intel has taken root in the Beimi market.

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

SIC wants to break the winner-take-all situation, but the current advantage is far from enough.

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

The situation of Neon Semiconductor in the field of DRAM can be described as a lesson from the past. As long as SIC has signs of crushing in the field of processors, Laomi will definitely interrupt its development.

That's why Bai Chuanfeng would consider changing the skin of SIC and adding a buff. What could be more reassuring to the US government than having an American background and being listed in the US.

In a world without capital, this is how it is played.

If SIC does not want to live in neon in the future, then this is almost a must.

After seeing off several officials from the Ministry of International Trade and Industry, Bai Chuanfeng was going to talk to the first person who persuaded the bank.

If SIC goes public in Beimi in the future, of course it won’t work by itself. It’s better to have a strong helper from Neon.

The first persuasion silver is Bai Chuanfeng's first choice, even Mitsui and Mitsubishi, he is going to have a chat.

For the capital game in the Beimi market, Baichuan Holdings alone is still too weak.

Time flies, and it is already November in a blink of an eye.

I don’t know what agreement the neon government has reached with the United States. The 100% tariff on electronic products has been cancelled.

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

For Baichuan Electric, as long as the tariffs on finished products are abolished, everyone can breathe a sigh of relief.

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

Originally, the export business was not easy to do, but after such an incident, the neon entity manufacturing industry is indeed not so easy to do these days.

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

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

The homeland of neon is no longer suitable as a production place for export trade, and Southeast Asia, where labor costs are lower, has begun to become the target of everyone's investment.

Baichuan Electric is also making moves. In addition to Huaxia, Yizhou, Lijiapo, and even Bangzi, Baichuan Electric has invested.

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

Northern Metropolis Bank has injected more than one billion U.S. dollars into international financial institutions such as the Asian Development Bank and the IMF.

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

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

At present, the main loan targets of the AIIB are Southeast Asian countries such as Ani, Taiguo, Malay, Bangzi, and Curly Feifei.

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

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

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

Now 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 as the proportion of capital injection increases, the future income will also increase.

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

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

In the next few decades, the economic development of Southeast Asia will enter the fast lane.

The capital needs of various countries will also gradually increase, and at this time, Baichuan Holdings' rich foreign exchange reserves will come into play.

Not to mention 5 billion, Shirakawa Holdings can also come up with 10 billion US dollars.

International investment not only yields rich returns, but also rapidly expands the popularity of Beidu Bank.

The IMF and other International Monetary Funds have the same reasoning. If they have money, Shirakawa Holdings will make a lot of investments around the world.

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