The author produces classics data-base deputy researcher for Taiwan economy academy

Predict the stage accumulated report to reside the mainland firmly as before 2018Brilliant circle generation is versed inThe markethead, basically be stage accumulating report is excellentMakeTechnology and tallFine rateexpression, obtain the mainland to issue the favour of tourist door continuously, and in May 2018 the stage accumulates report at Nanjing 12 factory begins to guide 16 accept rice will undertake measuring yield, and bit mainland already wrapped factory of the nonofficeholding Nanjing that accumulate report every months to make an appointment with rice of 20 thousand 16 accept to produce can under, reckon the stage accumulated report to be in the mainland 2018Brilliant circle generation is versed inThe marketcity occupies rate general to the opportunity is gone to 50% draw close, pull open the difference with international of the core in ranking the 2nd effectively.

Be aimed at brilliant circle in the mainland apparently during acting labour undertakes importing replacing, hold a memorial ceremony for of stage accumulating report goes out directInvestmentcountermeasure comes anticipate the enemy, block its entrance to replace, and Nanjing sets a factory to undertake with solely invested means, can avoid a lot of mainland semiconductor companies and official orgnaization, by means of joint-stock or cooperative means will acquire acting skill of foreign brilliant circleMakeTechnical secret worry.

And in the mainland circle of simple any crystalline substance took the place of 2018 labor market ranks 2, predicting is bibcock of labour of native land generation, in core international, nevertheless city is occupied rate fear hard behead is obtained, advocate if be accumulated electric city to occupy by the stage,lead increase elbow out, add the HKMG of rice of on 28 acceptMake ChengTo 2018 second half of the year only then somewhat behead is obtained, international of the core in causing is prevenient intoMake Chengorder still finite be caused by; Have like that in view of big fund of Chinese integrated circuit the 2nd period will still prop up mainly enterprise of native land bibcock, international of the core in be being added will still hold a memorial ceremony for goes out to dig horn, do one’s best in a large-scale advanced maturity of the breakthrough that makes Cheng, deep ploughing and special make Cheng wait, expand overall produce can wait for strategy, the circumstance that future of international of the core in reason rises abruptly still nots allow to ignore.

In fact, core international is the focus that the market fixes eyes upon as before in, short-term in company certainly will experiences labor pains period, basically be medium core international needs to be faced with maturity to control the pressure that case of average acting labor cost drops on Cheng, and a large number of research and development in pursueing the advanced course that make Cheng are thrown andEquipmentDepreciation, choose to be in after all advanced make Cheng go up to be chased quickly.

Especially the pursuant pace on plan of company ongoing hair is continual, expectation realized what amount of risk of 14 accept rice produces to go up to be broken through somewhat first half of the year 2019, especially the company is adjusted update FinFET of 14 accept rice to plan, 3DFinFET the lock that make Cheng is in surely application of chip of high-powered operation, low power comsumption; And anticipation undertakes in mainland government policy raises the price of the commodities continuously during, international of the core in anticipation is main beneficiary beneficiary as before, especially the company bears the weight of thither government to upper reachesBrilliant circle is madedetermination.

In addition, the big plant such as report of GlobalFoundries, couplet, Li Jing, TowerJazz included to be produced newly in the mainland before the bottom 2018 can will measure in succession produce, will be expected to push at the appointed time rise to take the place of in mainland brilliant circle of labor market have rate.

Be worth what carry is, economics person published an article in April 2018, think Zhangzhong seeks president to will retire in June, accumulate report by stage of in control of of continue of Liu Deyin, Home Wei Zhe, and in Zhang Zhongmou president retires in June, stage accumulating report will yield newest the semiconductor that makes Cheng, it is Cheng of 7 pay the metric system namely, will be first time whole world the most advanced chip is made by stage accumulating report, namely stage accumulating report will surmount Intel to make the whole world manufacturer of the most powerful chip, department of main department on business invests a huge sum for a long timeInvestmentWith defray of research and development, more with exceedingly good brilliant circle mode of carry of acting labour battalion wins out, especially stage accumulating report and client do not have competitive concern.

In fact, if with process of 7 accept rice for, hua Weihai thinks of kylin 980 processor 2018 official capacity of the 2nd season is produced, and accumulate technology of Cheng of 7 pay the metric system by the stageProduction, and processor of application of Apple A12 of second half of the year also accumulated report to undertake solely taking the place of is versed in by the stage as before 2018, additionally Xilinx reachs the application such as high in the clouds to begin to develop in the light of end points, brim carry those who be based on ACAPProduct, code name is ” Everest, jungfrau “ProductIt is first use a stage to accumulate report the ACAP range of products of technology of Cheng of 7 pay the metric system, it is will 2018 put into production of the end of the year.

And Samsung is 2018 second half of the year begins, with Cheng of 7 pay the metric system the quantity produces Qualcomm Snapdragon 855 and processor of Samsung Exynos 9820; whole, in order to show level client cover rate state, cheng of 7 pay the metric system behaved stage accumulating report 2018 still is far excel Samsung.