Tov\u00e1re\u0148 na polovodi\u010de, \u010dipy a ne\u00faspechy \u010d\u00ednskej \u010dipovej strat\u00e9gie s\u00fa pre Japonsko lekciou o sebesta\u010dnosti. Japonsk\u00ed hr\u00e1\u010di by mali vyu\u017ei\u0165 f\u00fazie a akviz\u00edcie na budovanie rozsahu svojich siln\u00fdch str\u00e1nok: veter\u00e1n v tomto odvetv\u00ed. Stavenisko v priemyselnej z\u00f3ne v Chongqing je pr\u00e1zdne, kedysi ur\u010den\u00e9 ako nov\u00e1 tov\u00e1re\u0148 na polovodi\u010de pre \u010d\u00ednskeho v\u00fdrobcu polovodi\u010dov Tsinghua Unigroup, tov\u00e1re\u0148 na pam\u00e4\u0165ov\u00e9 \u010dipy.<\/p>\n
“Nikto sem u\u017e nechod\u00ed,” povedal \u010dlovek so znalos\u0165ou projektu.<\/p>\n
Tsinghua Unigroup \u2013 ktor\u00e1 bola podporovan\u00e1 alma mater \u010d\u00ednskeho prezidenta Si \u0164in-pchinga, Univerzita Tsinghua \u2013 mala ambici\u00f3zny cie\u013e investova\u0165 800 mili\u00e1rd juanov (121 mili\u00e1rd dol\u00e1rov) do v\u00fdroby dynamickej pam\u00e4te s n\u00e1hodn\u00fdm pr\u00edstupom po\u010das 10 rokov. Pl\u00e1n v\u0161ak zlyhal po tom, \u010do Unigroup utrpela finan\u010dn\u00fd kolaps.<\/p>\n
Ne\u00faspech vl\u00e1dou podporovan\u00e9ho projektu Unigroup a \u010fal\u0161\u00edch podobn\u00fdch projektov ilustruje \u0165a\u017ekosti \u010c\u00edny pri dosahovan\u00ed svojho cie\u013ea, ktor\u00fdm je \u010dipov\u00e1 sebesta\u010dnos\u0165.<\/p>\n
Polovodi\u010de s\u00fa z\u00e1kladn\u00fdm prvkom Made in China 2025, charakteristickej priemyselnej politiky Xi. Odhaduje sa, \u017ee fondy spojen\u00e9 s vl\u00e1dou investovali do \u010dipov\u00e9ho priemyslu viac ako 70 mili\u00e1rd dol\u00e1rov. Zah\u0155\u0148aj\u00fa China National Integrated Circuit Industry Investment Fund, zn\u00e1my ako Ve\u013ek\u00fd fond, ktor\u00fd investoval do dc\u00e9rskej spolo\u010dnosti Unigroup Yangtze Memory Technologies a Semiconductor Manufacturing International Corp.<\/p>\n
Hoci sa dom\u00e1ca produkcia polovodi\u010dov v \u010c\u00edne zv\u00fd\u0161ila, krajina je st\u00e1le \u010faleko od dosiahnutia dod\u00e1vate\u013esk\u00e9ho re\u0165azca \u010dipov izolovan\u00e9ho od americk\u00fdch sankci\u00ed.<\/p>\n
Dokonca aj spr\u00e1vy \u010d\u00ednskych m\u00e9di\u00ed hodnotia sebesta\u010dnos\u0165 krajiny len na 20 % \u2013 30 %. Rast \u010d\u00ednskej v\u00fdroby navy\u0161e poh\u00e1\u0148ali v\u00fdrobcovia \u010dipov mimo pevniny, vr\u00e1tane juhok\u00f3rejsk\u00fdch Samsung Electronics a Taiwan Semiconductor Manufacturing Co.<\/p>\n
“Probl\u00e9m \u010c\u00edny je vo v\u00fdskume a v\u00fdvoji,” povedal Yukio Sakamoto, veter\u00e1n Texas Instruments, ktor\u00fd sa stal ved\u00facim japonsk\u00e9ho v\u00fdrobcu pam\u00e4\u0165ov\u00fdch \u010dipov Elpida, ktor\u00fd je teraz s\u00fa\u010das\u0165ou americkej spolo\u010dnosti Micron Technology. Nesk\u00f4r p\u00f4sobil ako v\u00fdkonn\u00fd riadite\u013e v Tsinghua Unigroup.<\/p>\n
\u201eMnoh\u00ed z taiwansk\u00fdch in\u017einierov, ktor\u00ed pomohli rozbehn\u00fa\u0165 polovodi\u010dov\u00fd priemysel v \u010c\u00edne, boli expertmi na oper\u00e1cie, ako je napr\u00edklad zvy\u0161ovanie v\u00fdnosov,\u201c povedal Sakamoto. “Ch\u00fdbali im sk\u00fasenosti z v\u00fdskumu a v\u00fdvoja, aby vytvorili hodnotu od nuly.”<\/p>\n
Niektor\u00ed vidia podobnosti medzi \u010d\u00ednskym pr\u00edstupom a japonsk\u00fdm nah\u00e1\u0148an\u00edm TSMC. Po tom, \u010do Japonsko prenechalo svoje prvenstvo vo v\u00fdrobe \u010dipov Taiwanu, chce prebudova\u0165 svoju dom\u00e1cu kapacitu, aby sa ochr\u00e1nilo pred rizikami, ako je nap\u00e4tie medzi USA a \u010c\u00ednou a nedostatok \u010dipov. Tokio pova\u017euje pl\u00e1novan\u00fd z\u00e1vod TSMC v Japonsku za k\u013e\u00fa\u010dov\u00fd pre t\u00fato strat\u00e9giu.<\/p>\n
“Namiesto pril\u00e1kania z\u00e1vodu TSMC, ktor\u00fd nie je \u0161pi\u010dkov\u00fd, by Japonsko malo konsolidova\u0165 oper\u00e1cie dom\u00e1cich spolo\u010dnost\u00ed v ich siln\u00fdch oblastiach a zamera\u0165 svoje invest\u00edcie na ne,” povedal Sakamoto. Medzi tieto siln\u00e9 str\u00e1nky patria anal\u00f3gov\u00e9 \u010dipy, ktor\u00e9 premie\u0148aj\u00fa zvuky, teplotu, svetlo a in\u00e9 fyzik\u00e1lne javy na digit\u00e1lne d\u00e1ta a diskr\u00e9tne polovodi\u010dov\u00e9 zariadenia, ako s\u00fa nap\u00e1jacie \u010dipy, ktor\u00e9 pom\u00e1haj\u00fa zvy\u0161ova\u0165 energetick\u00fa efekt\u00edvnos\u0165 elektromobilov a in\u00fdch produktov. <\/p>\n
Japonsk\u00e9 spolo\u010dnosti maj\u00fa glob\u00e1lny podiel 13-14% v anal\u00f3gov\u00fdch \u010dipoch a 25% v diskr\u00e9tnych polovodi\u010doch, povedal Sakamoto. V\u00e4\u010d\u0161ina t\u00fdchto oper\u00e1ci\u00ed s\u00fa mal\u00e9 div\u00edzie ve\u013ek\u00fdch v\u00fdrobcov. Stret\u00e1vaj\u00fa sa s obmedzeniami pri roz\u0161irovan\u00ed v\u00fdskumu a v\u00fdvoja a v\u00fdrobn\u00fdch kapac\u00edt. Tokio sa ob\u00e1va, \u017ee tieto v\u00fdhody mizn\u00fa.<\/p>\n
“\u010c\u00ednske spolo\u010dnosti ich pova\u017euj\u00fa za potenci\u00e1lne akvizi\u010dn\u00e9 ciele,” uviedol zdroj z japonskej vl\u00e1dy.<\/p>\n
Sakamoto vyzval t\u00fdchto mal\u00fdch hr\u00e1\u010dov, aby sa spojili.<\/p>\n
\u201eAk japonsk\u00ed v\u00fdrobcovia nechaj\u00fa tieto div\u00edzie konsolidova\u0165 sa do jednej alebo dvoch spolo\u010dnost\u00ed prostredn\u00edctvom M&A a zv\u00fd\u0161ia invest\u00edcie do nich s podporou vl\u00e1dy, mohli by sa zamera\u0165 na glob\u00e1lny podiel 50 %,\u201c povedal.<\/p>\n","protected":false},"excerpt":{"rendered":"
Tov\u00e1re\u0148 na polovodi\u010de, \u010dipy a ne\u00faspechy \u010d\u00ednskej \u010dipovej strat\u00e9gie s\u00fa pre Japonsko lekciou o sebesta\u010dnosti. Japonsk\u00ed hr\u00e1\u010di by mali vyu\u017ei\u0165 f\u00fazie a akviz\u00edcie na budovanie rozsahu svojich siln\u00fdch str\u00e1nok: veter\u00e1n v tomto odvetv\u00ed. Stavenisko v priemyselnej z\u00f3ne v Chongqing je pr\u00e1zdne, kedysi ur\u010den\u00e9 ako nov\u00e1 tov\u00e1re\u0148 na polovodi\u010de pre \u010d\u00ednskeho v\u00fdrobcu polovodi\u010dov Tsinghua Unigroup, tov\u00e1re\u0148 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":["post-24978","post","type-post","status-publish","format-standard","hentry","category-exo-news"],"_links":{"self":[{"href":"https:\/\/extraslovensko.sk\/spravy\/wp-json\/wp\/v2\/posts\/24978","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/extraslovensko.sk\/spravy\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/extraslovensko.sk\/spravy\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/extraslovensko.sk\/spravy\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/extraslovensko.sk\/spravy\/wp-json\/wp\/v2\/comments?post=24978"}],"version-history":[{"count":0,"href":"https:\/\/extraslovensko.sk\/spravy\/wp-json\/wp\/v2\/posts\/24978\/revisions"}],"wp:attachment":[{"href":"https:\/\/extraslovensko.sk\/spravy\/wp-json\/wp\/v2\/media?parent=24978"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/extraslovensko.sk\/spravy\/wp-json\/wp\/v2\/categories?post=24978"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/extraslovensko.sk\/spravy\/wp-json\/wp\/v2\/tags?post=24978"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}