Chapter 1020: Block your door
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Rebirth of the Military Industrial Overlord
- Qian's Feather
- 1219 characters
- 2021-01-30 08:02:51
So, in Tan Zhenhua's previous life in 1986, what happened in China's semiconductor industry?
In fact, no earth-shattering event really happened. If you must explore it, then only these few things are worth recording:
In May 1986, the 4742 factory of the Ministry of Electronics successfully trial-produced China’s first 64KDRAM with an integration level of 150,000 components and a processing technology of 3 microns, 6 years later than the world’s first Japanese NEC that made the same product;
In August of the same year, China IC Design Center was established in Beijing, which marked the beginning of the development of China IC design industry.
In this year, the Ministry of Electronics also held the "Seventh Five-Year Plan" Integrated Circuit Development Strategy Seminar, and proposed the "531" development strategy on integrated circuit technology during the "Seventh Five-Year Plan" period, which is to popularize and promote 5 micron technology, and key enterprises have formed 3 Micron technology production capacity, carry out 1-1.5 micron technology scientific and technological research.
In October of this year, the South Korea government began to implement the "VLSI Joint Development Technology Plan", which was funded by the government and led by the South Korea Institute of Electronics and Communications. It united the three major groups of Samsung, LG, Hyundai and the six universities in South Korea. Explore the core technology of DRAM. In the following three years, the plan invested a total of 110 million US dollars, of which the government will bear 57% of the R&D expenditure.
It seems that there is no difference from the situation in previous years.
After further investigation, apart from these "big events", only three very small things happened.
The first is the unanimous decision of the United States, the European Community, and Japan, including the "Paris Coordinating Committee", to amend the export control regulations for Huaxia Semiconductor chips, so that Huaxia can purchase most civilian semiconductor devices from these countries without review. It is also possible to purchase next-generation semiconductor production equipment after review and confirmation for non-military use;
Secondly, these chip exporting countries began to formulate offensive price strategies based on the development level of Huaxia Semiconductor Devices-specifically, the chips that Huaxia can produce on their own, and they dump them at extremely low prices. They will jointly raise prices for chips that cannot be produced by themselves;
The third thing is, I don’t know when, some Huaxia media began to advocate the so-called "Buy, it is better to make," and quickly formed a trend of public opinion in the society.
Three seemingly inconspicuous things have caused extremely bad consequences. In 1986, when the overall market grew by more than 30%, China’s self-produced integrated circuits experienced negative growth for the first time, with only 45 million shipments throughout the year. Films, compared with the previous year, a full decline of 20%!
And this is just the beginning-in another time and space, starting from this year, the proportion of China's self-produced chips in the national annual consumption demand has declined year by year. By 1994, China had produced 200 million integrated circuits. Chips, but the imported chips exceeded 5 billion that year, and the market share of domestic chips dropped to less than 4%!
This is not the deadliest. In the past few years, domestic chip manufacturing equipment has basically entered the endless loop of "national investment in research and development-achievement identification-shelving". Based on various reasons that cannot be explained clearly, the main domestic chip production Companies are more willing to spend precious foreign exchange to purchase two generations of obsolete equipment from abroad to build their own production lines, which has plunged the research and development of China's semiconductor manufacturing equipment into a long low.
From Tan Zhenhua’s perspective, he was able to clearly realize the hidden conspiracy-a conspiracy to murder China’s entire semiconductor industry. However, at this time, China’s vast majority of people, including the vast majority of semiconductor industry practitioners The personnel have not yet realized the murderous intent in this!
Today, he signed a series of cooperation projects with the Ministry of Electronics and China Academy of Sciences in response to this conspiracy.
Ranked first by Tan Zhenhua, of course, is the core of chip production and the equipment with the highest technical threshold-the lithography machine.
In 1986, the world's leading companies in the lithography machine market were Nikon in Japan and GCA in the United States. These two each accounted for about 30% of the market share. The third place Ultratech accounted for about 10%. Eaton, P&E, Canon, etc. The next few industry players each occupy less than 5% of the market share. As for the later lithography machine overlord, Holland Asmer ASML was born just two years ago. Due to latecomers and no technical advantages, even Survival is very difficult. At the beginning of the establishment, this company, which was nominally occupied by the European semiconductor giant Philips, only got the automated stepper lithography machine technology invented by Philips, but did not get a dime. Because of the cash investment, even the office cannot be rented. A total of 31 employees of the company had to build a wooden shed outside the luxurious Philips Building that could barely shelter the wind and rain.
As for why Philips gave technology without investing in it-that was because Philips was cooperating with Sony to promote the more profitable CD business. In 1984 alone, CD sales reached 13 million, more than twice the previous year. It exudes the smell of a banknote printing machine, which has more investment value than niche lithography machines;
At the same time, on the other hand, Nikon continues to conquer the city and land in this field, and gradually exudes a domineering spirit. It has defeated several veteran semiconductor equipment manufacturers. This makes Philips not dare to bet on lithography machines. Therefore, cooperating with ASML is just to take a pit and wait and see.
Back to the topic, looking at the international market, there is no Huaxia company in the list of suppliers of lithography machines, because at this time Huaxia is still outside the system of international semiconductor equipment suppliers, but is regarded as an international semiconductor industry. The giants deal with the next home of outdated equipment.
However, after in-depth communication with the Ministry of Electronics and China Academy of Sciences, Tan Zhenhua knew that, at this moment, this delicate time node in 1986 is the best opportunity for China's lithography machine to rise!
Because China has an annual market demand for more than 300 million semiconductor chips and it is growing at a high rate of more than 10% per year; because after years of hard construction, China has an independent semiconductor industry chain; because of the Changchun Institute of Optics and Mechanics, China Academy of Sciences , The 4045 Institute of Electronics, and the 109th Factory of the China Academy of Sciences have experience in developing lithography machines; because the technological development of international lithography machines is about to reach a bottleneck, and will therefore fall into a long period of stagnation in technological progress, leaving China It's time to catch up; because Tan Zhenhua just knows who has theoretically predicted the next generation of technology and will break this bottleneck in the future!
ASML, this time you don't have a chance to pick up the bargain, it is better for you to stay in your wooden shed honestly!
Also, Lin Benjian, don't run around, Xiaoye is here to block your door!