Media coverage said a few days ago, on May 31, chinese antitrust orgnaization expedites many working party, be opposite respectively 3 companies are located in SamSung, Hailishi, beautiful light of Beijing, Shanghai, ShenzhenThe officeSpread out ” assault is investigated ” obtain evidence with the spot, indicating Chinese antitrust orgnaization is formal spread out put on record to investigate to 3 enterprises.

To this, chief affirmed the happening of this one incident related afore-mentioned SamSung China companies.

“Antitrust investigation is to be based on mostly inform against those who will undertake, always must master preliminary evidence what put on record investigates, will look at present, already investigation of put on record and assault were investigated, there was certain evidence before showing this. ” Lin Wei of director of office of Beijing Daxiao’s attorney’s lawyer tells economy observation network reporter.

What this is not incident is inchoative, before this assault investigates half an year, by December 2017, manufacturer of aircraft of the national champion in having because memoryThe priceRise and supply not free, to hair change appoint impeach SamSung electron. Subsequently, hair change appoint open investigation. Lin Wei observes to economy the net is analysed, the person that inform against may include firm of Chinese mobile phone not merely, still should have congener competition company.

The hair end last year changes appoint first call in area of SamSung electron ChinaThe marketChief understands a situation, this year in May, chinese antitrust orgnaization talked about the whole world about beauty of manufacturer of the 3rd old memory is smooth, main with respect to SamSung electron, SK beautiful light of Hailishi, United States whether to operate jointly DRAMThe priceLaunch investigation.

“DRAM (memory chip) it is unreasonable that the price rises continuouslyThe marketCondition, cycle of prevailing prices wave motion is half an year or 3 quarters, the price rises continuously 3 quarters can drop commonly, wave crest trough is regular pattern alternately, demand exceeds supply namely — rise in price — produce can superfluous — the price drops, but from 2016 up to now the price in two years rises continuously, apparent drill accuses evidence, ” Sun Yanbiao of dean of academy of first-hand aircraft group tells economy observation network.

Reporter understanding, last year, samSung electron, SK 3 chip industry takes beautiful light of Hailishi, United States 96% of the share total of global DRAM market, 2017 money year, business of 3 companies semiconductor closes in Chinese battalion ordinal it is twenty-five billion three hundred and eighty-six million dollar, 8.908 billion dollar, ten billion three hundred and eighty-eight million dollar respectively, add up to 44.68 billion dollar, compared to the same period 2016 money year 32.1 billion dollar rises 39.16% .

And earlier before 2016 second half of the year, DRAM price open rise continuously mode, this year 4, May, consumer of an United States sues SamSung electron, SK the manufacturer such as beautiful light of Hailishi, United States holds the suit that charges retail prices to initiate artificially, litigant person shows, the action of 3 afore-mentioned companies causes 4G memory price, came on July 1, 2016 inside Feburary 1, 2018, DRAM chip rose in price 130% .

Come from the report that believes academy of communication of information of the China below department division to release at was versed in on April 9 to show, homebred mobile phoneBrandShipment volume steeps fall nearly 28% , this is this year first quarter (1-3 month) data, not only such, volume of Chinese smartphone shipment dropped compared to the same period 26.1% . Not only such, volume of shipment of Chinese mobile phone had been entered 2017 drop passageway.

Below the setting that in shipment of mobile phone of whole China market the volume drops ceaselessly, 2017, china imports memory chip eighty-eight billion nine hundred and twenty-one million dollar, compared to the same period the sixty-three billion seven hundred and forteen million dollar 2016 rises 39.56% .

Sun Yanbiao tells economy observation network, this investigation of Chinese antitrust orgnaization, it is the col in Sino-US trade war, samSung electron and SK Hailishi is Korea enterprise, and beautiful light is American enterprise, the intention of Chinese this action is very clever.

Meanwhile, those who deserve attention is, if be put in price forestall behavior, for home, basis ” antitrust law ” , ” turn over price forestall to set ” , if consider operator from 2016 up to now market action, undertake condemnatory with 2016-2017 year sale, 3 companies will be faced with 8-80 the fine of 100 million U.S. dollors.

The offensive legal issue that sells in the financial group that to Bain because of Toshiba capital presents as leading role memory chip business is caused delimits on after full stop, toshiba and western data plans have the aid of their joint venturesProductionnew generation shines put chip, the trend that share of market of keep within limits glides.

Data Japan divides department chief Atsuyoshi Koike to say in be interviewed western, “GovernmentCapitalInfuse, can ensure better the stability of the joint ventures. Government of my hope Japan will more actively provides strong support, protect the semiconductor industry of this country, otherwise it competes very hard with other country. “

Last week 5, by Bain capital presents as leading role, the member includes apple and Korea chip firm Hailishi inside financial group, finished denounce endowment 18 billion dollar buys what Toshiba stores to trade. Toshiba memory is the 2nd big NAND shows the whole world that is next to SamSung put chip supplier.

Basis western the compromise that data and Toshiba will reach last year in DecemberAgreement, the joint ventures of two companies won’t get the influence that afore-mentioned trading.

When afore-mentioned trading that will put forward September last year, two Japan governmentInvestmentfinancial orgnaization — company of Japanese innovation network and Japanese development bank — decide to regard asInvestmentJust participate in this to trade.

They are participated in trade the requirement that aims to satisfy Japanese government, namely Toshiba memory must be accused by Japanese orgnaization. Toshiba still hold Toshiba stores 40.2% share, but company of Japanese innovation network and Japanese development bank do not have those who announce them to castCapitalThe forehead.

Western the dispute between data and Toshiba — western data says joint-stockAgreementGifted the right that it overrules Toshiba to sell memory chip business, it is participated in to Hailishi buy Toshiba to store chip business presence is anxious — will get understanding last year in December definitely.

But financial crisis and legal dispute cause significant loss to both sides, two companies NAND shines accumulate chip market share by 2016 35% glide to 31.7% , and SamSung market share criterion by 36.1% rise to 38.7% .

The analyst inside Koike and course of study points out, toshiba and western data whether this year by the plan quantity of the end of the year is produced be called 96 3D to show the chip of advanced type NAND that puts chip, the decision new generation shows those who keep chip market to win the home.

Toshiba and SamSung are inProductionNew generation shines put chip respect to adopt different strategy, proving which kind of strategy suit a quantity to produce more eagerly. Koike says, “Both sides of the end of the year gives cent victory or defeat this year. “

What although shellfish favour capital got held financial group to cause,transfer the technology Hailishi is anxious, but the analyst points out, the competitor that Toshiba may need to go up with international cooperates, collective antagonism SamSung. The market studies Akira Minamikawa of analyst of company IHS Markit says, “The possibility that transfers a technology to Hailishi is existence, but come round to say with respect to eye, cooperate with Hailishi, the path that defies SamSung is one lives jointly. ” (compile / red leaves)

The sea reports on Di Shaohui of our newspaper reporter

In Entegris of chemistry of American special type and supplier of advanced material solution executive vice-president holds concurrentlyPresidingOperationOfficialTodd Edlund looks, globalization was in the past a few years one of development trends with semiconductor the most fundamental industry, this one trend still is in nowadays continuously. In light of the angle that supplies from material, relatively Yu Ou is beautiful, the Asia already made the growth with semiconductor the most significant industryArea.

With Philadelphia semiconductor index (SOX) the other company posture that brings into is compared, entegris is a little additional kind: Manufacturer of its neither semiconductor, also not beEquipmentManufacturer, produce link to supply special chemical and solution of advanced data processing for semiconductor however.

“We can cross whole semiconductor industry to provide a service, the growth of any one annulus checks this property we are benefit good. ” Edlund is right in exclusive special interview 21 centuries economy reports the reporter expresses, “Go a few years, semiconductor industry already was extended to the whole world, we also are extended subsequently came global limits. “

21 centuries economy reports the reporter learns, entegris company is building center of Entegris China technology at Shanghai, predict will at operation of the completion end 2018.

Science and technology innovatesDriveSemiconductor industry enters globalization times

” 21 centuries ” : Go 20 years, situation of global semiconductor industry produced major change, firmly of enterprise of Japanese company decline, United States held absolutely dominant position. Are you right this how look upon?

Edlund: I enter this group course of study to already had 23 years, during this semiconductor industry is growing ceaselessly all the time and change. I am entered at the beginning of going, of the United States and JapanEquipmentThe firm is very powerful, continue up to now, but the equipment manufacturer of other area also is in grow, be like Taiwan of Korea, China and chinese mainland. In the meantime, semiconductor manufacturer already also began global distribution. For instance Intel already was in the much ground such as China, Ireland and Israel to set a shop nowadays. The manufacturer of Korea and Chinese Taiwan also is same, for example the memory manufacturer of stage accumulating report and Korea, had built a plant in chinese mainland. Whole semiconductor industry already grew driving area move in demand of global limits introversion. Asia especially what the growth of Chinese economy caused semiconductor demand is driving, this comes from the electron of exit alreadyProduct, also be the demand of home market. This also becomes China to want to make one of matters of this IC industry.

When I just was joined, entegris still is a privately owned company that calls Fluoroware, be in Japan and beautiful state-owned plant only. Nowadays, we have a large plant in Malaysia, can supply whole Asia area. Build through buy and investing, the shop was set in Korea and Chinese Taiwan. Now, we expect with Fujian Bo Chuncai limited company and Inc. of science and technology of Hubei brilliant star cooperate respectively, also owned 2 plants in chinese mainland.

” 21 centuries ” : The arisen Ceng Shen of Internet cuts an influence to the development of semiconductor industry, did the Entegris that regards material as the supplier get what is affected?

Edlund: Suffer the effect of Internet and mobile network, semiconductor industry from dedicated offer yuan of parts of an apparatus or appliance at be computer industry ” miscarriage course of study ” , grow those who come to provide support for application of all sorts of complex science and technology nowadays is multivariate industry. Nowadays interconnection of everythings on earth, you can be gotten at any time and place, processing, upload data, it is even these operations have in a car. The trend of these interconnection, real ground is in global limitsDriveThe move is right the demand of new semiconductor, make semiconductor industry entered internationalization phase. Accordingly, entegris also must grow subsequently for an internationalization enterprise, we already had investment in global limits for this.

” 21 centuries ” : Somebody thinks nowadays is ” revolution of the 4th science and technology ” , what influence did the industry of conductor of half-and-half of science and technology of burgeoning forward position such as 5G, AI and content couplet net and data firm bring?

Edlund: Two respects, it is to last drive is worn the demand of science and technology of pair of forward position semiconductor — put more operation ability smaller chip, waste fewer electric energy. In addition, this returns drive to wear the demand of pair of more complex, high-powered memory, for instance 3DFrameworkshine put. Natural, this also means demand of pilot of pair of compound material, pollution, we also are benefited from which.

On the other hand, content couplet net and other send equipment of feeling, communication, go up somehow facilitated of a few mainstream semiconductor in the past anabiosis. For example, 200mm brilliant circle is to go up actually generationProduct, but a lot of new application equipment that are a delegate with content couplet net are based on 200mm brilliant circle to produce just about nowadays. The yield that crystal round manufacturer needs to add product of this kind of norms can. This drives us to turn round to use the past afresh ” bequest ” , the business of these before a few years devoted already application begins to grow afresh.

” 21 centuries ” : In recent years semiconductor industry buys frequency hair, industry conformity trend is clear. It is important that the Entegris that regards material as business also undertook for many times buy. Is there is He Lian between this?

Edlund: In going 15 years, semiconductor industry was experienced a lot of buy conformity, this comes from industrial growth. Nowadays, industry has the semiconductor firm with Home 5-10 very big dimensions, undertaking extending in global limits. If we still are a diminutive data firms only, will very be a hard job to these tycoons and the industry that its spread all over the whole world to provide a service. Accordingly, this is planted and buy conformity to also spread to supplier a side, include equipment manufacturer and data firm. Besides enlarge scale of production, we still need to widen the sort of the solution, provide the service that has specific aim more with can be a client. The service that they do not need to differ for 10 goes and contact with of 10 different companies, with Entegris enough. Serve as already enterprise of 52 years old, we still need to get used to industrial development and change ceaselessly.

Wish to be strengthened with Chinese manufacturer cooperate

” 21 centuries ” : China devotes oneself to to develop integrated circuit in recent years (IC) industry, but still exist in most advanced domain and international mainstream manufacturer at present bigger difference. You how the current situation of industry of IC of look upon China and future?

Edlund: Industry of development integrated circuit cannot be accomplished in one move, china already was behaved very outstandingly. Already realized the 28nm of the breakthrough with ChinaMake ChengCraftFor exemple, look from global limits, before long before this forward position skill that special still difficult control. Chinese company can be had with other area feasible, advancedCraftThe company of flow undertakes cooperative, for instance Entegris. We can be inFine ratePromotion respect provides a help, and this often is ICBrilliant circleMakeThe biggest challenge that faces.

” 21 centuries ” : Whether do this mean a very good opportunity to Entegris? Have to this why to plan?

Edlund: This is a first-rate opportunity undoubtedly, my development to Chinese IC industry special expect. Foster industries of such a high-tech to need to spend very old time, but China has enough resolution, this is advantageous economy to whole China. For this, we need to have to it corresponding native land productivity, before resembling this, we are in China what Taiwan, Korea and American place do is same. We still need to have with Chinese native land client the ability of efficient collaboration, help them apply the solution with our product, right choice, promote therebyFine rate, control pollution. For this, we invested cooperative factory in China, building Chinese technology center.

” 21 centuries ” : Entegris all sets center of research and development and shop in Taiwan of Japan, Korea, China, have in chinese mainland why specific layout and program?

Edlund: We have center of a technology each in Chinese Taiwan, Korea and Japan, equestrian admiral also owns center of a technology in chinese mainland. The course develops for years, the technical center of Korea and Chinese Taiwan has implemented scale quite, we hope to pass native land technology center, make the client can be participated in come in to cooperate with us, the dimensions that lets Chinese technology center also grows stage by stage. Plant field, generally speaking the addition of crop can reduce productionCost, distance client can be reduced nearly relatively carryCost. The client can hope to receive best solution with optimal value, for this, we need to increasing to already the factory is produced can mix balance has between optional location new plant. Current, we already can be a client to offer the product with high grade solution and optimal value in two collaboration factory of China, but this just still begins. We can seek more business point of growths in China, judge whether to need to have production in mainland. Look in me, we can be in certainly future continues several years to promote produce native landly in China can.

” 21 centuries ” : Do you think Chinese Taiwan and mainland make scale what is the reason that the material of two most conductor with the biggest, the rapiddest growth consumes the market?

Edlund: With the element that promotes growth of global semiconductor market it is consistent. Past basically is computer, at present smartphone and equipment of other news report are becoming bigger drive factor. Brilliant circle generation is versed inBusiness obtained remarkable growth for some time in the past, chinese Taiwan borrowed this to realize rapid development just about. A lot of equipment are at present in chinese mainlandAssembleProduction, this needs many semiconductor. China is developing very multivariate semiconductor industry, fromBrilliant circle generation is versed inTo equipment production, wait to logistic parts of an apparatus, memory again, offer semiconductor with can be disparate industry.

” 21 centuries ” : The business related memory client occupies Entegris battalion to receive specific gravity to amount to 1/3. Memory manufacturer basically is in Asia, but industry already had to this market will encounter be anxious coldly, how do you look to this?

Edlund: What need data collects is automatic drive, automation of net of couplet of artificial intelligence, content, family wear in drive the growth of memory market, the huge data that we need to be collected to sensor undertakes storing. Accordingly, storage company is investing enlarge to produce quickly, grow in order to answer to what anticipate. There can be short-term wave motion in this, but will for a long time look, memory market adds those who continue to keep faster fast. In addition, the camp that we have 2/3 closes come from other client business, include acting worker worker of circle of logistic parts of an apparatus, brilliant, almost the product that all semiconductor production can use us, although store the market is added fast put delay, our battalion closes to also can get assuring.


Report of 21 centuries economy

Because brilliant is round acting factory designs course of study to solve manufacturing problem for IC, pass through design andMakePlace of division of labor brings up the efficiency that give, offer IC to design course of study to have competition ability more, zhang Zhongmou ever was known as the father that brilliant circle generation is versed in before, nevertheless, zhang Ceng says, with its appellation the father that he is brilliant circle acting labour, the father that be inferior to saying is IC design line of business more come more appropriately.

Malic daily

When Zhangzhong seeks emeritus reciprocal to time, foreign capital trades 7 times continuously day sells exceed a stage to accumulate report, accumulative total sells super- 1942 pieces 30 thousand, the stage amassed value of electric closing quotation on June 1 224 yuan, compare with the high price of 266 yuan of histories that achieved in January, still have 42 yuan price difference.

Hua Na casts Gu Dong thing to grow Chu Xiangsheng to say, foreign capital is total this year sell exceed a station 176.4 billion yuan, stage accumulating report is value of station stock market the biggest company, cannot avoid to make foreign capital ” drawing machine ” , but this unexpectedlying flavour foreign capital sees bad stage accumulate report, or the opinion that already changed pair of stages to accumulate report.

Chu Xiangsheng expresses, whether does the dollar go weak and index of American Philadelphia semiconductor whether nod high 1464.6 when the breakthrough achieved in March a little bit, it is the two observation finger that share price of stage accumulating report picks up.

Chu Xiangsheng says, weak force dollar is expected to bring move capital circumfluence to enter a stage, at the appointed time stage accumulating report will be foreign capital those who answer filling mark one of, and if can break through high in March point,expend half index, be opposite necessarily Taiwan semiconductor generation is moved repeatedly, stage accumulating report also is expected to make a stand once more get go up pressing with a finger.

Deliver data of place general affairs according to card, after Zhang Zhongmou will announce emeritus plan on October 2 last year, share price of stage accumulating report does not drop to go up instead, still innovate tall, indication market not ” Zhang Zhongmou is emeritus ” regard benefit sky as, unscramble however for ” carry on ” not certain factor removes, the stage accumulates electric share price to return to main area eventually.

If basis stage accumulates report previous beforehand appraise, cheng of 7 Nai the metric system is expected to contribute 10% battalion to close this year, strengthen model Cheng of 7 Nai the metric system predicts to be rolled out this year, the 1st season tries next year of Cheng of 5 Nai the metric system produce.

The analyst says, stage accumulating report is short-term and advanced make Cheng develop as scheduled, in 2 to the industry inside 3 years lead position comparatives firm, although carry of battalion of the 2nd season may be inferior to anticipating, turn appraise second half of the year nevertheless battalion closing is better than first half of the year, growing rate can be amounted to 16% to 17% , share price as busy season when the river rises the boat goes up too, organic meeting challenges high price of 266 yuan of histories.

As to battalion of the 2nd season carry is looked into, because smartphone market demand is exhausted weak, battalion of the 2nd season closes fear under anticipate, will slide for 7.8 billion to 7.9 billion dollar, season is decreased 7% to 8% , add fictitious money to dig influence of ore demand uncertainty, battalion harvest grows a target this year from foregoing 10% to 15% , fall to grow 10% .

Additional, accumulate report according to the stage beforehand appraise, growing rate restricts the semiconductor market that does not contain memory this year 5% , it is growing target 5% to the low bid of 7% , growing ratio of round acting industry makes an appointment with brilliant 8% , did not achieve expect growing end 9% to 10% .

Central company