Self-media that said that Japanese semiconductors were declining was punched in the face: SUMCO, the world's second-largest silicon wafer producer, said that the production capacity before 2026 has been ordered.
1, it means: global chip companies, whether it is design or manufacturing, still have to look at the face of Japan, talk about the decline?
2, strangling the upstream materials, is equivalent to strangling the eggs of the chip industry, are you squatting in front of the computer to design the IC layout? Is your FOUNDRY technology up to 5NM useful?
3, as far as the overall technology of semiconductors is concerned, we are currently only breaking through: chip design, and many are still through the purchase of IP cores to achieve rapid design. Chip manufacturing relies on ASML lithography machine, chip design software relies on the United States EDA, and chip raw materials are currently in the 90NM process has just made a breakthrough, 5NM-28NM upstream raw materials are mostly imported from Japan.
