Zhao Weiguo, Ziguang Dong, Dong Zuo, Expert: Lu Semiconductor’s strategic trepidation

Zhao Weiguo, Chairman of Ziguang Group, resigned from the group's Ziguang Group and Ziguang Guoxin, Chairman of the Institute of Industrial Economics and Trends, Industrial Development Research Institute, Yang Ruilin, and the mainland’s future semiconductor strategy may be shifted, not to be more pragmatic.

Zhao Weiguo, on the 8th on the grounds of his busy work, suddenly resigned from Ziguang Group’s Ziguang Group and Ziguang Guoxin’s chairman and board of directors, and no longer held any position after the resignation. Zhao Weiguo resigned after the news spread, arousing heated public debates in the country.

Yang Ruilin believes that Zhao Weiguo resigned from Ziguang and Ziguang Guoxin as the chairman of the board and should be the major shareholders of Tsinghua Holdings who have opinions on Zhao Weiguo’s operations and strategic practices over the past few years. This is not surprising.

In the past, Ziguang had been funded by the China Continental Fund and was considered by the SMIC to be an official semiconductor company in mainland China. Yang Ruilin said that with the SMIC operation no longer making progress, it gradually became pragmatic. Zhao Weiguo unloaded. The chairman of the Group 2 company, China's future semiconductor policy does not rule out may also be turned.

Yang Ruilin pointed out that China’s past semiconductor development strategy is clear. It intends to create a one-stop industrial chain covering IC design, wafer foundry, IC packaging and testing, and materials and equipment. It is only too fragmented. Cross-border mergers and acquisitions have repeatedly been blocked and results have been unsatisfactory. Failed to occupy a position in the international semiconductor market.

Yang Ruilin believes that with the tight trade relations between the United States and mainland China, the difficulty of M&A operations in mainland China will be further increased. China's future semiconductor industry development strategy does not rule out the possibility of pragmatism.

However, China’s mainland has to meet the goal of achieving a 70% semiconductor self-control rate by 2025. Yang Ruilin said that whether or not there will be new policies in mainland China will make up for the past deficiencies and it is worth following.

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