Another field broke monopoly, yield rate of 99.99%, performance close to Samsung, Huawei took the lead in providing support

2022-04-27 0 By

In 2018, Dong Mingzhu once released a bold statement in front of A CCTV reporter: “Even if 50 billion also want to make the core!”But at that time some industry insiders sounded a different note.Some experts point out that 50 billion yuan may be a huge investment enough to disrupt the industry for many manufacturing industries, except the semiconductor industry.After five years of hard work, a Chinese semiconductor company founded in 2016 only “burned” 150 billion yuan, ending the monopoly of Samsung, Hynix and Micron in the memory chip sector and carving out a 5% share.That company is Changjiang Storage, which is controlled by Tsinghua University.Some may ask, is it worth being proud to burn $150 billion to get 5% market share?Something to be proud of!Because, compared with Huawei’s annual r&d spending of more than 100 billion yuan to maintain its position in the first tier of global communication equipment, Yangtze Storage can only use 150 billion yuan to become the first tier of the industry, Yangtze Storage really made money.So is the semiconductor industry really burning cash?Ever since China’s all-out assault on the chip industry, its semiconductor predecessors have poured cold water on it.Among them, Chang Of TSMC once said defiantly that “China could not build a lithography machine by the whole nation”.From the perspective of Chinese people, the old gentleman threw cold water on China’s chip business every once in a while.In fact, Chang not only poured cold water on China, but also the United States.In order to attract the chip manufacturing industry back, the United States with the local semiconductor giant Intel, jointly launched a $152 billion chip investment plan.”There is no complete chip supply chain in the US,” chang joked. “The cost of production is too high.”In the semiconductor industry, huge investment is only part of the ticket, and it takes a lot of time to install, debug, and stream equipment.Even though American technology companies are the most valuable in the world, and American companies control nearly 24% of ASML, a lithography giant, it is still difficult to build the entire semiconductor industry from zero to one in the United States.In this regard, many people question, since the United States can not build a complete semiconductor industry chain in a short period of time, why did not China early layout in the semiconductor field?In fact, China’s semiconductor industry layout is not only early enough, even once far ahead of Japan and South Korea.In 1956, the China Semiconductor Professional Group was founded in Peking University, led by huang Kun and Xie Xide, pioneers of semiconductor physics who returned from overseas.Huang Kun was the leading scientist in the field of solid state physics at that time, and many researchers engaged in “two bombs, one star” went out from his classroom.Xie studied theoretical physics at the Massachusetts Institute of Technology in the United States and became the first female university president in New China after returning to China.In addition to building a semiconductor research institute for China, they also co-authored a book called Semiconductor Physics, which provides cutting-edge theoretical guidance for Chinese basic physics talents in the world.At the time, Samsung was still selling textiles, and Mr Chang was still 30 years away from starting TSMC.However, despite a good start, China’s semiconductor industry has suffered a “missing 20 years” due to special historical reasons.At the same time, from the 1960s to the 1980s, the international semiconductor industry made a breakthrough every two to three years.By the time Korea started its semiconductor industry again in the 1990s, the gap with the U.S. and Japan had widened to 30 years.For quite a long time afterwards, domestic companies could not resist the market competition in the semiconductor industry.For example, The “predecessor” of Changjiang Storage, huahong NEC, which used to focus on memory, did not wait for the ultimate showdown with Samsung, but has fallen in the Internet industry bubble at the turn of the century.That is why, in recent years, we have been overwhelmed with pride at the fact that China is rediscovering its “lost 20 years” in semiconductors, as the US has had to change the rules of its own game to stop Huawei’s ascent.While the global industry is rapidly iterating and changing, Changjiang Storage, a young Chinese semiconductor company founded in 2016, has stepped onto the world stage.Three, good rate 99.99%, the Yangtze River storage from 0 to 1 fierce where?From the dotcom bubble burst in 2000, China’s semiconductor after 20 years of accumulation, purple light group and the national integrated circuit industry investment fund, jointly funded storage of Yangtze river, with innovative Xtacking broken by companies such as samsung, hynix, micron monopoly on hard disk storage market, and successfully won 5% of the market.The success of Changjiang storage lies not only in the performance of its “TiPro7000” SSD, which is almost even with Samsung SSD, but also in the 99.99% yield of The Xtacking stack architecture flash memory technology.Early movers have long used patents to build technological barriers in an effort to crush latecomers.Micron technology, which took its core team to the United States recently, drove Changjiang Storage’s sibling, Fujian Jinhua, out of the market on the charge of “property theft”.However, this trick is not effective when the Yangtze river storage is used.Technological barriers exist in the first place, you have to invent them.The Xtacking flash technology developed by Changjiang Storage in 2018 enables the combined NAND write and erase speed to reach 3Gbp/s, which is 1.5 times faster than the V-NAND 3D stacked flash mass produced by Samsung in the same year.According to Samsung s research and development plan, it will take until 2025 to launch flash memory technology with the same level as Changjiang Xtacking.That is to say, Changjiang Storage by virtue of first-hand technological innovation, directly leading the industry hegemon for nearly 7 years.If Samsung, Micron and other companies to launch a new flash technology and Xtacking have more “similarities”, I am afraid it is the turn of Changjiang storage to Samsung and other companies to wield “patent sticks”.The success of Changjiang storage means that China has reached the world’s advanced level in the field of memory chips.However, successful chip development is only the first step, then there is the question of “who to sell”.In this respect, The Yangtze River storage also has its own unique advantages.In the 1980s, Japanese semiconductors squeezed Intel out of the storage market by “always being 10 per cent cheaper than rivals”, a trick cheung Kong inherited.According to Data from Pacific Computer, Changjiang storage is significantly cheaper than Samsung in each tier of products.In the price of 1T storage products, the difference between the two is more than a thousand yuan.With performance and price advantages at the same time, Changjiang Storage also gained a hardcore ally: Huawei.While many domestic handset makers remain on the sidelines of Changjiang Storage, Huawei has moved.In 2020, Huawei Mate40 series took the lead in carrying Changjiang Flash memory products, which provided valuable and crucial help for Changjiang to further expand domestic and international markets.When the factory was completed in 2017, Changjiang Storage once put out a huge slogan: “Independent innovation, industry serves the country”.Today, there is no doubt that changjiang Storage, which was founded only 6 years ago, has done it!