Lin Wenbo expects that due to the rise of demand in mainland China, the authorities also ordered all the original work done in foreign countries to be moved back to mainland China and the deployment in mainland China will be the main direction of silicon products in the next two to three years .He believes that mainland China The next 10 years will be the semiconductor industry's fastest growing areas, if not the most growth in local development, it is bound to fail, it is an inevitable trend.
Lin Wenbo believes that mainland China is eager to import substitution, as the United States and South Korea DRAM, FLASH prices last year, increased demand led to supply shortages, many Chinese mobile phone factory affected by this 'very painful', it is bound to strengthen this part. , Mobile phone chip autonomy, 5G even more high-end products in the future, mainland China will also play more strength.
For mainland China on the semiconductor industry subsidies, Lin Wenbo said that the mainland government subsidies for the industry is still in progress, but the semiconductor industry more and more international, subsidies will gradually end, the final competition depends on its own strength .Such as Suzhou Silicon Division in mainland China is better management is one of the more successful investment.
Lam Man Bo said that the main business of Suzhou Silicon Division is still the IC logic IC packaging and testing, Fujian Jinjiang factory is mainly based on the DRAM package as most of the foundries in mainland China are still in the Yangtze River Delta area, Suzhou Silicon Branch is currently sufficient support , Whether to expand production capacity in the future, depends on customer needs.
According to the silicon unit of Suzhou Silicon 3% stake in the shares by the Purple Group, Lin Wenbo said that the current follow-up cooperation and planning is not yet complete, but after this stock meeting, it should soon be finalized.He pointed out that the purple light is more emphasis on memory development , Silicon products are not yet in urgent need of contact temporarily, will further observe the purple in the logical development.
As for the layout of silicon products in southern China, in conjunction with the ASE holding company after what plan, Lin Wenbo did not talk about this, only said that silicon products have invested in Fujian Jinjiang plant, Jinhua is also prepared to do DRAM packaging, there are currently find It is unclear whether this opportunity is successful or not.