"What is the most important thing in the 21st century? Talent!", and in the recent period, many domestic semiconductor companies are actually verifying this sentence. They are madly aiming at the semiconductor talents in Korea, Japan, the United States and other regions to "dig the wall", and from the results they have achieved so far, others' old books are being hollowed out by us!
Because of the existence of Hynix and Samsung, South Korea's semiconductor industry is in a leading position in the world, and even if the behavior of the Chinese semiconductor industry “digging the wall†has alarmed the Korean government, they still have no way to lose talent.
According to South Korea's "Asian Economy" report, although even the government's investigation agencies have been dispatched to prevent the leakage of domestic semiconductor technology, it is still difficult to prevent the loss of talents and technology. For example, it is difficult to supervise the re-employment of retirees. There are even a lot of Koreans who are helping: a Korean who has served as a Samsung Electronics and SK Hynix executive. Two years ago, he set up a resource outsourcing company, also known as an intermediary. The main business is to dig from Korean companies. Come to talents and send them to domestic companies.
The specific way of digging the corners of mainland semiconductor companies is obviously the offensive of the Jinyuan. It is said that the annual salary of domestic enterprises for these talents is 3-10 times that of Korean enterprises. At the same time, housing and cars are provided, and the education of children is promised.
This kind of digging is not only happening to South Korea, but also in other countries and regions. For example, Taiwan, another “heavy town†in the semiconductor industry, broke out a large number of semiconductor enterprise executives and technical talents at the beginning of this year. go. For example, Huaya Branch has hundreds of engineers collectively migrating to Changjiang Storage and Hefei Changxin, which are owned by Ziguang Group, and even including the former General Manager of the former South Asia Branch, Gao Qiquan, the chairman of Huaya Branch, and Shi Neng, the deputy general manager of South Asia Branch Operations Support. Huang et al.
As for the salary, they said that after going to the mainland, "there is no problem with two times higher." As for whether you can achieve three times the salary in Taiwan, you can talk about it.
Isn't it just for a chip, is it necessary to fight like this?
In fact, China's development of the semiconductor industry has been for many years, and the investment is also very large, but there is still a distance from the world's top standards, and even the industry jokes such as Hanxin fraud, which makes people have to doubt : Is this blindly digging behavior a waste of resources? Let's not say that we can overstate the US, Japan and South Korea. Is the semiconductor industry so heavy?
In fact, this kind of questioning has never been interrupted. Many people say that economic globalization is now unrealistic. It is unrealistic for all countries to cooperate with each other. It is best to cooperate with each other. But this argument may be justified in other industries. It is not right in the development of the semiconductor industry. A simple set of data can clearly understand the meaning behind this: in 2016 China's trade data, "Semiconductor and other electronic zeros. The trade deficit of the component reached $166.4 billion, far exceeding the $114.3 billion of "oil and crude oil"!
And this is not just a question of money. The US President’s Science and Technology Advisory Committee submitted a report to the then-President Obama in January 2017 to ensure the United States’ leadership and initiative in the semiconductor field. Members include Intel, Qualcomm and JPMorgan Chase. They said that the semiconductor industry is the foundation of a new generation of technologies such as robots and artificial intelligence. It is deeply related to the future security and interests of the country, so it must not give up its leading position.
See how jealous our opponents are.Before starting to “dig the cornerâ€, mainland companies did not try other methods to complete the technology upgrade. For example, Ziguang Group once talked with US memory giant Magnesium Technology about mergers and acquisitions, but due to obstacles, the M&A plan failed, and finally the magnesium was Taiwanese companies have acquired M&A, and follow-up Ziguang’s attempt to acquire Taiwan’s technology industry has repeatedly suffered setbacks.
Micron Group
Even Japan, which has not been mentioned in this article, has always been taboo in the domestic semiconductor industry. Don't forget that when there was news that Hon Hai Group was about to acquire Toshiba Semiconductor, the Japanese side quickly said that they could not sell to Chinese companies. Even in business cooperation, China's semiconductor industry is also fortified everywhere, and the US has always refused to invest in semiconductors in China, even though our technology and technology are still far behind the United States.
The semiconductor process ranks dark and represents the mainland manufacturers
Under such circumstances, domestic enterprises have chosen to take a different approach and use the method of digging the wall to make up for the technical shortcomings.
Now we are short of talentIn recent years, China's semiconductor industry is at the critical point of the upcoming explosion. In June 2014, the National Integrated Circuit Industry Development Promotion Outline introduced specific targets. By 2015, the circuit line width 28 nanometer manufacturing process will achieve mass production. In 2020, the 14-nanometer manufacturing process will achieve mass production, and by 2030, the main links of the integrated circuit industry chain will reach the international advanced level.
In the upcoming 2018, not only the old semiconductor companies such as Huali Microelectronics and SMIC SMIC will hit the key time point of 16/14nm from 28nm, but also the time of the project of most new plants, such as Yangtze River Storage Technology. Fujian Jinhua Semiconductor, Tsinghua Unisplendour, Israel Tacoma (investment fab in China) and Hefei Changxin Semiconductor. The accumulation of talents and technologies is more important and urgent.
And in terms of increasing investment year by year, we can't wait for talent training. According to data released by SEMI (World Semiconductor Equipment Industry Association), the global semiconductor equipment expenditure in Q1 quarter is 13.1 billion US dollars, and South Korea is 3.53 billion US dollars. The share of Taiwan ranks first; Taiwan's investment amount is 3.48 billion US dollars, while the mainland region is 2.01 billion US dollars, up 25% year-on-year, ranking third in the world. Even the Chinese government plans to invest up to 1 trillion yuan to develop semiconductors by 2025. industry.
In this arms race, the industry is mature and talent training is obviously too late. So in recent years, domestic manufacturers have begun to use the methods of mergers and acquisitions and digging people to speed up the pursuit. As for our goal? Americans say this: Chinese domestic chips will account for 70% of the market in 2025.
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