introduction
The recent industry discussion two 'big fund' is about to be introduced, may be larger, covering the memory and design industry.
In fact, large-scale fund in China is the inevitable result of industrial development.China's semiconductor industry in the catch-up phase because, strictly speaking, because of their own 'blood-forming function' is not fully equipped, so at this stage in accordance with the state funds to promote industrial development is necessary, Timely choice.
As a result of the "outline project," the recent thriving scene in the Chinese semiconductor industry has also caused a global response.
The focus of the second phase of investment
Explanation: The discussion on this point of view is a see-through problem that has its own reasonable aspects.
This article proposes to strengthen the investment in basic products, or the development of China's semiconductor industry to achieve self-control, lack of support for the foundation.
Why to strengthen the investment in basic products, there are two main aspects from the inherent characteristics of the semiconductor industry, one is driven by Moore's Law, progress too fast; the other is the semiconductor industry based on the high requirements of a variety of gases, water, chemical reagents , The purity of materials and other requirements is 11 'nine', is a 'fine industry' and the status quo is almost all of China have, but may only meet the low-end requirements .Why the industry sigh, if Japan stopped supplying two weeks, China's chip production line may be shut down, the reason is due to imported materials and other factors.
For example, open the semiconductor chip manufacturing equipment (excluding lithography, etc.), there are four major categories of components is the most important, relatively large amount, including vacuum pumps, mass flow meters, stainless steel and plastic joints and valves, and plasma sources , 90% may be imported at this stage.However, due to the wide range of use of these components, they are used in various precision industries and medical fields, and only the requirements of the semiconductor industry are higher.
Although the industry has long been aware of the important position of these components, materials, etc., why they are not taken seriously because of the complexity and summed up the following three main aspects: 1) The foundation of China's semiconductor industry is weak, And no problem; 2) belong to the common parts, not necessarily the semiconductor industry, leading to difficulties in the semiconductor industry; 3) the product market must be globalized, highly competitive, and the use of a relatively small total.
Because of the basic and universal nature of these projects, the relative control in the West is less stringent, even if these products are also manufactured abroad for the benefit of China.
Investment in the semiconductor industry in China should see the importance of design, packaging, memory, CPU and chip lines, etc., but should also support the investment of basic products, as the basic products will be more likely to survive in any case in the future, and Only with a balanced development and overall improvement in industrial standards will it be possible to keep the development of China's semiconductor industry up to the advanced world pace.