Chinese semiconductor industry
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from HW before HR
I would say the last part is important to thinking on the China side. It will take 3 to 5 years for Western companies to restart mining, build factories, find workers and engineers and refining to get this up and going. When that happens, China will sell it really cheaply again. Until then, Western companies will have a hard time finding sources.
imo, a lot is dependent on how they choose to implement this. Who they allow exports to and whether they allow foreign firms operating in China to get access the same way. Again, what is China's end goal here? That will determine how this gets implemented.
为维护国家安全和利益，经过国家批准，7月3日晚间，商务部、海关总署联合发布公告，对镓和锗两种金属相关物项实施出口管制。
镓相关物项中，金属镓（单质）、氮化镓、氧化镓、磷化镓等，以及锗相关物项中的金属锗、区熔锗锭、磷锗锌、二氧化锗等未经许可，不得出口。包括粉末、圆晶、氧化物、化合物、废料等，也就是说管住一切可以让元素规模出口的漏洞。
前期我也专门文章分析，说过中国半导体材料其实也可以卡脖子，只不过因为我们开放战略还不搞而已，现在控制果然来了。因为中国的镓金属储量居世界第一，约占世界总储量的 80%-85%，中国镓产量已经占全球镓产量的90%左右。中国锗储量占世界的41%，产量占世界70%。也就是说，中国镓锗出口管制可以控制住欧美日主要半导体产能，特别是镓产品。
为什么镓和锗这么重要呢？砷化镓作为第二代半导体材料的代表，在高频、高速、高温及抗辐照等微电子器件研制中占有主要地位。用于雷达、卫星通信、微波、光通信、基站和手机射频器件等。氮化镓就更牛了，是第三代半导体材料，我国055和歼20等有源相控阵雷达就是用这个材料领先美国两代的。而且氮化镓广泛手机快充、 5G通信、 新能源汽车、LED等要高功率且体积小要求的产品。锗常被应用于红外器件、光纤器件、太阳能电池、聚合催化剂及医药等高新技术领域。
可以说，没有镓和锗，新世纪以来的很多商用新技术，类似5G、智能手机、新能源、新能源车、光通信、有源相控阵雷达等一大半要影响。
美光成为反击美国第一炮，那是因为美光产品风险大，还不搞市场经济竞争，到处怂恿美国政客通过政治手段绞杀中国企业，所以他们被第一炮打中不冤，这就是自作自受、自食其果。
而美国人先是自己禁止40nm以下的先进制程的半导体设备对华出口，也包括EDA软件和部分高端芯片。然后压迫日本和荷兰对中国进行半导体设备绞杀；日本则不仅仅禁止设备，连材料也一并禁止。这就是不但不让中国建设最先进生产线，包括建设成的生产线也通过卡料进行扼杀。而且中国有个半导体公司老总就愤怒的要求美国公司如果不供应易耗件，那么就应该回购设备。因为现在的半导体大型设备通常有自我诊断故障能力，也意味着零部件基本都有专用芯片，我们要自己开发替换还不行。这属于是可忍孰不可忍了。
所以我们打出第二炮，就是让欧美日一些半导体工厂工人也享受一下停产的放假乐趣，体现我们关心他们劳动人民，要不他们天天劳工什么的唧唧歪歪的。![[挖鼻]](https://face.t.sinajs.cn/t4/appstyle/expression/ext/normal/9a/2018new_wabi_thumb.png "[挖鼻]")
那欧美日工厂可以解决料问题吗？可以啊，开矿、建工厂、找工人和工程师、炼矿，估计最快搞个3-5年就供应上了吧。等他们能供应了，然后我们把廉价产品再卖出去，买不买他们自己看，工厂倒不倒就看他们关税了。
欧美日不是天天要去风险吗？帮助他们去了，这下子满意了吧。
I would say the last part is important to thinking on the China side. It will take 3 to 5 years for Western companies to restart mining, build factories, find workers and engineers and refining to get this up and going. When that happens, China will sell it really cheaply again. Until then, Western companies will have a hard time finding sources.
imo, a lot is dependent on how they choose to implement this. Who they allow exports to and whether they allow foreign firms operating in China to get access the same way. Again, what is China's end goal here? That will determine how this gets implemented.
Can you explain what you mean by the former?
Shengmei Shanghai invested in a new microelectronics company to help the development of China's microelectronics industry
Recently, the news that Shengmei Shanghai invested in a new microelectronics company has aroused widespread concern in the industry. It is reported that the newly established Yusheng Weiyouyi Microelectronics (Shanghai) Co., Ltd. is jointly held by Yusheng Micro Semiconductor (Shanghai) Co., Ltd., a wholly-owned subsidiary of Shengmei Shanghai. The legal representative is Wang Jian, and the registered capital is 2.765 million US dollars. . The establishment of Yusheng Weiyouyi Microelectronics (Shanghai) Co., Ltd. marks the further expansion of Shengmei Shanghai's layout in the field of microelectronics. It is understood that the company's business scope includes manufacturing of special equipment for semiconductor devices, sales of special equipment for semiconductor devices, mechanical parts, parts processing and other businesses. This means that Shengmei Shanghai not only has a layout in the field of semiconductor device production, but also has made in-depth exploration in the field of manufacturing and sales of related equipment. The manufacturing business of special equipment for semiconductor devices is an important link in the microelectronics industry chain, and plays a key role in improving the production efficiency and product quality of semiconductor devices. Shengmei Shanghai has further improved its industrial chain layout by investing in the establishment of a new microelectronics company, which will help enhance the company's competitiveness in the field of microelectronics. With the rapid development of the semiconductor industry, the demand for related equipment is also increasing. By setting up a new microelectronics company, Shengmei Shanghai can better grasp market opportunities and increase its own market share.
CSSC Special Gas plans to invest 489 million yuan to build a high-purity electronic gas project with an annual output of 150 tons
Jiwei.com News On July 4th, CSSC Special Gas issued an announcement saying that in order to develop and expand the high-purity electronic gas industry, improve industry competitiveness, and meet the needs of customers in industries such as integrated circuits and liquid crystal panels, the company plans to set up a project in Feixiang District, Handan City. Build a high-purity electronic gas project with an annual output of 150 tons.
According to the disclosure, the project is expected to have a total investment of about 489 million yuan, which will be invested in batches according to the project construction progress. The project plans to purchase about 530 mu of land, and the new construction area is about 19,177 square meters.
CSSC Special Gas stated that this foreign investment project will improve the company's delivery capability of special gases, help the company's product diversification and respond to customer needs faster and better, deepen customers' technical understanding and quality trust in the company's products, and then improve The company's comprehensive strength on the marketing side further enhances the market competitive advantage; it helps to play and expand the company's advantages in product technology, brand coverage, marketing, technical support and services, enhance the company's core competitiveness, and improve the company's comprehensive economic benefits .
I think eventually they'll go after BYD and all. Basically anything that has potential to become the top dominating brand globally, like Huawei.
there's a huge hitter even after rare earths: tungsten. Tungsten is not just a structural metal for MIC, it is the gate metal for semiconductors.
check the reserves.
sometimes that's just how planetary formation works. some bronze age tribes set up near a tungsten deposit that they have no idea of, and 2000 years later, it's theirs to make chips and armor with. some countries get oil, some countries get coal, some get tungsten, some get nothing but volcanoes and earthquakes.
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