Chinese elements integrated into the international integrated circuit industry

U.S. and South Korean companies can quickly find opportunities in the “semiconductor crisis” and turn for the better. They have a lot to do with the Chinese market for most of their sales; while Japanese companies mostly face the domestic market and verbally “value the Chinese market”. However, there is no concrete action. The main battlefield away from the integrated circuit industry is also far from the center of the industry.

China has more than 50% of the global IC market, complete industrial chain and more and more outstanding talents. This is also an important reason why many companies compete against each other for "China." It can be said that InChina (in China) has become a new interpretation of IC in the new era.

As important as the Chinese market is the cooperation with Chinese industries. In this “faster than” competition era of “fast fish eating slow fish”, cooperation with Chinese industries has become an important way to get close to the market, respond quickly, and make full use of Chinese resources and markets.

In terms of memory, Elpida’s bankruptcy protection has an important bearing on the rise of Korean companies, while Korean companies’ “China strategy” far outperforms their peers: Hynix has already established a 12-inch factory in Wuxi, and Wuxi has The factory played a crucial role in Hynix's “winter” of the memory industry; and Samsung’s decision to invest US$4 billion in the construction of a 12-inch plant in the mainland this year is not a “last straw to beat the camel”. However, if Samsung really "InChina", then at least in the memory industry, Japan, the United States and Taiwan's "tripartite alliance" anti-Korean lost its significance. Because South Korean companies saw the general trend of “smoothing the Yangtze River”, Hynix was successful in China and Samsung took this step. The other strong player in the field of memory, Micron, has also actively acquired Wuhan Xinxin. Without the participation of mainland powers, for the Japanese memory industry, the anti-Korean is just an empty dream. When Korean companies and American companies are rushing to lay out China's industrial chain, why do Japanese players who prefer to go to chess not regard the theory of "the main point of the enemy that is my point" in the chess culture?

In fact, not only the memory industry, but also in the competition of the entire integrated circuit industry, it is absolutely "the Chinese who get the world".

Global semiconductor "first brother" Intel; memory industry leader Samsung; analog semiconductor First Texas Instruments have production lines in China, this is not a coincidence. In fact, it is even more important for these large-scale enterprises to see the importance of the Chinese elements. In the IC industry competition in the new century, the Chinese elements and even the Chinese forces are equally important. Because in the new era, the integrated circuit industry has evolved from the competition of technology and talent to the competition of market and industrial chain.