“比如说,产能.”

Swin said with confidence and smiled proudly: "Louis, you probably didn't notice that Xinke Group is the owner of the only fab in China. This fab is responsible for meeting the demand for at least 15% of the semiconductor chips in China. For Xinke Fab, its production capacity has long been squeezed to its limit and there is no increase potential."

"That's right. Xinke Fax is also the most important business of Xinke Group. However, with the development of semiconductor technology in recent years, the technical level of this factory has dropped to a quasi-first-class level, and I believe it will soon fall to a second-class level."

"Well, and in recent years, due to China's own problems, they no longer have the best external conditions as good as those in the 1980s. Xinke Fabs does not want to expand their production capacity, but does not have this opportunity. Whether in the Netherlands or Japan, they now refuse to sell lithography machines to China. Xinke Fabs is helpless in the face of these problems."

Xinke Fabs has indeed tried to expand production capacity in many parties in the past two years. On the one hand, it is to increase investment and cultivation in domestic lithography machine technology, especially cooperation with Jiangguang General Factory.

On the other hand, Lu Yinglong also hopes to import some semiconductor production line equipment such as lithography machines that are not within the blockade range due to his relationship in the United States.

However, after discovering the huge demand in the Chinese semiconductor market, both the Netherlands, AL, Nikon and Canon refused to sell relatively advanced lithography machines to China, and even the 1.5 micron-scale lithography machines that have been put into use do not agree to export them.

原因当然是多方面的.

The self-censorship of existing manufacturers is unwilling to anger the blockade of the United States and Batumi on political issues.

On the other hand, it is the result of other wafer fabs that want to expand their market share in China, trading and communication with each other in private.

Even if Xinke Fax wants to buy equipment that is two or three years behind the mainstream, most of the lithography machine production capacity has been shared by other semiconductor companies.

Xinke Fabs is facing such an embarrassing situation, unable to starve to death, but not enough to eat. They have earned a lot of money in China, but have no way to continue to expand their production capacity. They are innocent of watching other foreign fabs conquer cities and territory in China.

"I suspect that the supply of mobile phones from China Railway Corporation should be very nervous. Kane told me that its core semiconductor chips are all produced by Xinke Fax, and the rest are general electronic components. In fact, they are mainly three chips, motherboards, CPUs and baseband chips, which are almost the core technology of this company."

Swinbai smiled mysteriously and knocked on the table and continued: "These three chips, from chips, etching to packaging, cost at least 600 US dollars. The cost of lower prices is impossible to achieve with the technology that Xinke Fabs has already lagged behind. But even so, their production time, cost and yield rate are definitely significantly lower than other chips. These mobile phones produced by Chinese people are likely to be exchanged for lowering the yield rate."

"That's right!"

Louis suddenly realized and nodded suddenly: "I remembered this by the president. The mobile phone of Tietong Company also has a scientific name called a handheld digital radio. Its original function is said to be equipped to the railway department for transmission of driving data. Not only the railway trains, but the service personnel on the train must also be equipped. If I am right, the logistics, stations and dispatch departments of China Railway may also need to be equipped with mobile phones. You think that the name of the company that sells it is called the "Railway Communications Signal Company". It is impossible to be unemployed, right? It must first meet the needs of railway work, and then take out the remaining products to sell."

"Oh, there is indeed a possibility." Swinbai's breathing was much faster, and he pressed his excitement and analyzed: "In this way, they can sell even fewer products. Moreover, the chips of Xinke Group will not only be diverted to Tietong Company. It is said that they also have a strategic partner of Xicheng Computer Company at the company's headquarters. Mobile phones will not only be supplied to one company, right? Xinke Group, Xicheng Computer and Railway Communications Company, to meet the internal needs of these three companies, they don't know how much production capacity they will consume."

Swinbai's initially hesitant expression finally became completely determined: "This explains why they sell on trains, but they don't even post TV commercials or export them to the outside world - because their production capacity is limited!"

“那总裁觉得,我们应该怎么办?”

Although Louis was also very excited and thought he had found the fatal weakness of Xinke and Tietong. However, he thought about it and did not seem to be able to make good use of this weakness.

But Swinbai is different from Louis. He has been the president of Qualcomm for five years. Many things in the market are unreasonable, especially when it comes to interests.

"Although Xinke Fabs' technology is already behind, there are still not many fabs that can be more advanced than its technology. If the Chinese want to subcontract the task of producing these three chips, there are actually very few fabs that can be taken over internationally."

Speaking of this, Swinbai suddenly laughed: "In fact, there is only one wafer factory that can produce for the new foundry, that is, Lianhua Electronics in Daiwan."

"Other suitable wafer fabs are in the hands of several stakeholders, such as Motorola, Philips, Siemens and Ericsson. These multinational groups certainly have suitable wafer fabs, but they will never produce chips for Xinke, and Xinke will not trust them."

"So if we want to solve Lianhua Electronics, will the problem of insufficient production capacity of Xinke Group not be solved?"

Louis almost jumped up, and no matter what, he didn't expect that the answer was so simple.

History joked with Hu Wenhai here. Although he cheated Zhang Zhongmou and caused TSMC to die. However, Lianhua Electronics, which was founded in 1980, still embarked on the road of OEM.

UMC's foundry is later than in history, but Zhang Zhongmou's idea of ​​doing foundry in the semiconductor industry did not pop up from the stone. The process of this idea was not only influenced by others, but also influenced by others.

After Zhang Zhongmou appointed him to work at Xiangjiang Fab, the market demand for semiconductor foundry on Daiwan Island has never disappeared, but has been paid more and more attention.

As an old senior in the Daiwan Semiconductor Industry, it is not surprising that UMC has entered this field.

The OEM model was not the first to invent by Zhang Zhongmou, but it was the first to apply it to the semiconductor manufacturing field. The foundry industry of Daiwan is now developing in full swing, and it is purely normal for UMC to learn from other industries.

After all, the names of the four Asian dragons have gradually become famous in the world - wait, the situation may be different from history. Here, the four Asian dragons tend to become three dragons!

The four Asian dragons in the original history were South Korea, Daiwan, Xiangjiang and Li Jiapo. In the 1990s, they were already very developed in East Asia.

Daiwan also developed very rapidly in the 1990s. Relying on the transfer of industrial transfer from the United States to conduct OEM trade, not only earned very generous profits, but even created the Jingguo name of the third-generation machine.

Xiangjiang's economy relies on re-export trade. As long as the mainland still relies on its special window, it can easily produce very beautiful numbers in the economy.

Li Jiapo is a Southeast Asian guy supported by the US imperialists, not to mention that his position is too important, and he can make money by doing anything.

South Korea's history of making a fortune was relatively bumpy. First, it invested heavily in heavy industries and relied on the steel industry to promote the economy. Then it entered the shipbuilding industry, followed by large chemicals and synthetic fibers. In the late 1990s, it began to make efforts in the automobile industry and electronics industry...

However, just before the current South Korean economy was about to take off, it was suddenly hit by someone, and seemed to be a little confused.

From the beginning of his journey, Hu Wenhai had some spare money and frantically imported steel production capacity to the Northeast region. In the early days, he relied on the DuPont consortium to introduce the United States' steel industry to transfer, and later he demolished steelmaking equipment from the Soviet Union to pay off debts, and acquired backward production capacity from old Europe. Every year, the steel production capacity increased by Bohai Province alone was calculated at the level of tens of millions. By the 1990s, the national steel production capacity had exceeded 100 million tons. What was the steel production capacity of Koreans during the same period? The answer was 21 million tons, which was about two-thirds of that of Bohai Province.

Moreover, during this historical period, due to the upward domestic economy, the cost of labor has increased significantly, and the excessive reliance on imports of raw materials, it has gradually become unprofitable.

Heavy industry groups have set their sights on the next profit growth point, that is, the shipbuilding industry.

Just when Koreans were ambitious to enter the shipbuilding industry to release steel production capacity, China Shipbuilding Corporation suddenly emerged. The application of giant general section shipbuilding method has made Koreans unable to compete with China Shipbuilding, both in terms of technology and cost.

China Shipbuilding and Mitsubishi joined forces to strangle South Korea's shipbuilding industry, and the South Korean economy was no longer fun in 1986.

After Hu Wenhai collected enough chips and targeted the major chemical industry in the field, the Koreans were completely in tears.

The economy of Bohai Province has formed a strong competitive relationship with South Korea. Looking at the future of several large companies in South Korea, Samsung, Hyundai, LG, Hanjin, and Daewoo, almost all made their fortunes after experiencing the shipbuilding stage.

But these companies now only provide less than 8% of the production capacity in the international shipbuilding market.

South Korea's shipbuilding industry has been strangled to death by China Shipbuilding before it has grown.

The four Asian dragons are now likely to have a "fake" dragon infiltrated.
Chapter completed!