339 Chapter 331 Project Zero

Optoelectronics research has entered a new stage after the LED business was split.

The new stage naturally requires a new plan.

As the first part of the new trilogy, the project codenamed "Project Zero" quietly lifted its mysterious veil.

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In the 1970s and 1980s, China's semiconductor industry had a certain gap between its technological level and European and American mainstreams, but the gap was only between one generation and one and a half generations.

This gap was rapidly widened in the 1990s.The reason for the expansion is also very simple, that is, the thinking direction of the market at this time is the introduction of a full set of production lines.After losing the market, the semiconductor equipment factory also lost the ability to make blood.

After the great silence of the 1990s and entering the new century, with the attention of the country and the pull of the market, China's semiconductor industry has restarted and caught up.

After more than ten years of catching up, a large number of excellent semiconductor equipment manufacturers have emerged in China.Due to their efforts, in addition to a few key points of equipment, there is a significant generation gap with the world's advanced level.But in most areas, very significant results have been achieved.

In many market segments, the world market share of Chinese equipment has even exceeded 50%.

China's semiconductor industry is worse than the world level. Is the technology worse?Is it talent?Actually neither. What is the difference between the 1990s and the 21st century?The main reason is still in funding.

The 2 billion investment of the 908 plan is such a small investment that the country can't make it out.This project has been demonstrated for two full years, and finally the bank loan was used!

In this case, how does the technology develop?

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Why does ASML dominate?It is because several top fabs in the world only buy its equipment, other manufacturers have to give up because they have no cost-benefit ratio!

All things, after all, is money!As long as the money issue is resolved, everything else will no longer be a problem!

Of course, later generations also have some arguments, emphasizing other reasons such as mistakes in decision-making, incorrect selection of technical routes, and management mechanisms.But these are not essential reasons.

Whether it is Samsung, Intel, or TSMC, as long as the company is large enough, it is inevitable for large companies to get sick.

As for decision-making mistakes and technical route selection mistakes, which one has never happened?It is well known how much intel has suffered on 10 nanometers.

So the only thing Cheng Yongxing has to do now is to find money.

If you want to solve the root cause of the backwardness of semiconductor equipment, you must find a source of money that can afford this golden beast!

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Then come to the second question, where to find such a large sum of money to come in, so that its profits are enough to compete with the chip industry?

Before the IT industry broke out, the profitability of the semiconductor industry was not comparable to that of any other industry.This responsibility for finding money can only be found within the semiconductor industry.

There are many sub-sectors in the semiconductor industry.

MEMS and IGBT, their scales are as much as tens of billions of dollars, which is not bad compared to other industries, but compared with other branches, it is not a big deal.

LED, DRAM, FLASH, CPU, solar cell and other market segments, which one is not in the $100 billion level?

In addition to these, there is one more branch of the semiconductor industry, and its volume is larger than the previous ones.

By the way, this is the LCD market, LCD monitors!