Share the QR code with wechat scanning code < / P > < p > to friends and circles of friends < / P > < p > [columnist tieliu of cultural / scientific and industrial strength] < / P > < p > recently, micron technology is dissolving the Shanghai R & D center with about 150 people, and selecting more than 40 core R & D personnel to provide the qualification of skilled immigration to the United States. The direct reason for the move is to prevent the flow of talent and technology and avoid the core developers being poached by Chinese mainland chip manufacturers. p> < p > if you study it deeply, you will find that Meguiar's move is very consistent with the strategy of the United States to strengthen the control of the semiconductor industry chain, and is the epitome of the United States policy of using chips as a weapon to suppress China. From trump to Biden, the US policy towards China has not changed much. Compared with Trump's outspoken and outspoken words, the Biden government's moves are more insidious. The decoupling of science and technology between China and the United States is the general trend

mainland storage chip companies are eager to be eager and eager.

has invested heavily in Chinese mainland enterprises in recent years. With the support of the central and local governments, the leading enterprises in the storage chip industry such as the Yangtze storage, Hefei Changxin and Fujian Jinhua have been formed. p> < p > established in July 2016, Changjiang storage has developed rapidly with the high investment of its parent company Ziguang group (the planned investment in the first phase of the national memory base alone is as high as US $24 billion). It has successively realized the commercial mass production of 32-layer NAND and 64 layer NAND and the product research and development of 128 layer NAND. The products of Changjiang storage have also entered Huawei's supply chain to keep warm with Huawei and achieve a win-win situation < p > at the end of 2021, Changjiang storage held a new product launch and released a new consumer flagship SSD. While NAND has made a breakthrough, Ziguang group plans to invest in the construction of a DRAM chip factory in China. The factory will be officially started in 2021 and is expected to be put into use in 2023 < p > Hefei once competed with Wuhan for the National Memory Project. After losing to Wuhan, Anhui Province decided to build a storage factory with the strength of the whole province. Hefei fully carried forward the nature of "China's best venture capital institution" and fully supported the storage project. According to the plan, the total investment of Hefei Changxin integrated circuit manufacturing base project exceeded 220 billion yuan. In September 2019, Changxin storage announced the completion of the development and production of 8GB DDR4. According to official news, Changxin will be committed to the development of low-power and high-speed lpddr5 DRAM products. It should meet the independent and controllable needs of DRAM storage chips of medium and high-end mobile, tablet and consumer products, develop advanced low-power and high-speed lpddr5 products and realize industrialization < p > compared with Changjiang storage and Hefei Changxin, Fujian Jinhua has a bumpy road. Although Jinhua integrated circuit is included in the layout plan of the major productivity of integrated circuits in the 13th five year plan, it lacks technology accumulation and independent R & D capacity on memory chips. Therefore, it chose the technology introduction path of cooperation with liandian, which was funded by Jinhua and entrusted liandian to develop DRAM related technologies < p > according to the information released by the "local prosecutor's office" of Taiwan Province, Jinhua provided us $300 million to purchase R & D equipment, and successively paid US $400 million to liandian according to the progress. The developed technical achievements are shared by both parties. After the overall technology is completed, they will be transferred to Jinhua for mass production. Due to the intellectual property dispute between liandian and Meguiar, Jinhua was involved in the dispute. In October 2018, the U.S. Department of Commerce announced that it had imposed an injunction on Fujian Jinhua integrated circuit Co., Ltd. to prohibit U.S. enterprises from selling technology and products to the latter, and added them to the list of prohibitions. The US move has led to the withdrawal of European and American equipment manufacturers. The financial report of liandian also shows that the project investment in Jinhua, Fujian has been stopped, and nearly 100 technicians have returned to Taiwan enterprises < p > from the development process of Changjiang storage, Hefei Changxin and Fujian Jinhua, it can be seen that these enterprises are "born in the sky" and are born under the promotion of the will of the government. These enterprises do not lack funds and policies, but talents. Due to the short establishment time of Changjiang storage, Hefei Changxin and Fujian Jinhua, the talent reserve is generally insufficient. In order to make up for the shortage of talents, mainland memory chip enterprises are thirsty for talents. It is a common phenomenon to recruit people with high salaries from friends. Leading enterprises such as Samsung, SK Hynix and micron are the best choice for mainland enterprises to recruit people < p > due to the menace of mainland enterprises, Samsung and SK Hynix have issued certificate deposit letters to former employees who have changed jobs to Hefei Changxin and other companies in response to the poaching of mainland enterprises. They have strong words and even hesitate to take legal proceedings. Chen Zhengkun, the former general manager of meguang in Taiwan, and his employees he Jianting and Wang Yongming were accused of "taking refuge with guns" by meguang after they changed jobs to liandian. The "Taichung District Court" of Taiwan Province ruled that he Jianting, Wang Yongming and Rong Letian (associate president of liandian) stole meguang's business secrets, were jailed for 4.5 to 6.5 years and fined 4 million yuan to 6 million yuan, Liandian was fined 100 million < p > Chen Zhengkun was listed on the wanted list by the Federal District Court of San Francisco. After Meguiar acquired huayake, a Taiwanese enterprise, Hefei Changxin took advantage of the personnel change of yahuake to poach more than 200 employees of huayake. Meguiar also sent legal officers to understand the situation and warn employees of job hopping to prevent technology outflow. In order to cope with the poaching of mainland enterprises, South Asia branch, another DRAM company in Taiwan, has also carried out vigorous technical protection and publicity < p > this time, Meguiar dissolved the Shanghai R & D center and selected more than 40 core R & D personnel to provide the qualification of skilled migration to the United States. Obviously, based on the purpose of technology blockade, Meguiar completely banned the possibility of recruitment by mainland enterprises by means of core R & D personnel migrating to the United States < p > the United States has strengthened its global semiconductor control ability < / P > < p > in the past few decades, western countries have held high the banner of globalization and a large number of manufacturing industries have been transferred to Asian countries. At the same time, Europe and the United States have gradually deindustrialized. Even in the semiconductor industry with high added value, the United States only has obvious advantages in equipment and design, and has been surpassed in raw materials, manufacturing, packaging and testing < p > this division of labor in the industry has reduced the ability of the United States to control the global semiconductor industry chain. In particular, large companies such as AMD, NVIDIA, Qualcomm and apple are highly dependent on TSMC in manufacturing, which has become a huge hidden danger in the American semiconductor supply chain, because TSMC is likely to be affected in the event of a unified war, This will make the American IC design company lose the best streaming channel < p > precisely becauseTherefore, the U.S. government tried to "persuade" TSMC to invest and build factories in the United States. TSMC was very aware of current affairs and decided to invest US $12 billion to build a 5-nm advanced process wafer factory in Arizona. The new factory is planned to be put into operation around 2024. Coincidentally, under the "Persuasion" of the US government, Samsung decided to invest US $17 billion in Taylor, Texas, to build a factory capable of producing 5-nanometer advanced process chips. The new plant will start construction in the first half of 2022 and start production in the second half of 2024 < p > in addition to persuading TSMC and Samsung to build factories in the United States, the U.S. government also requires wafer factories to provide supply chain information - just last year, the U.S. government asked TSMC, Samsung and other wafer foundry factories to hand over data such as inventory, orders and sales records that are regarded as trade secrets within 45 days. The reasons given by the U.S. government are "supply chain transparency" and "requirements to help solve the global chip shortage". U.S. Commerce Secretary ramondo said that the government needs more information and needs to know where the chips are going and where the bottleneck is, so as to prevent accidents. Ramondo reminded industry executives that if they did not voluntarily share information, they might invoke the cold war defense production act to force them to share information < p > in the questionnaire provided by the US Department of Commerce, chip enterprises are required to provide information such as inventory list, backlog orders, delivery time, procurement process and how they improve output. The US side also requires them to list the buyers of each product. On the one hand, this will damage the interests of the wafer factory, because it will make the wafer factory must disclose its trade secrets to the U.S. Department of Commerce, and keep all its technical level, production capacity and customer relations under the control of the U.S. Department of Commerce; On the other hand, it will make some "small actions" of Samsung and TSMC nowhere to hide < p > recently, Intel announced that it would invest $20 billion to build two chip manufacturing plants in Ohio. In the future, the investment may increase to US $100 billion and build eight chip manufacturing plants in total. Almost at the same time, the US House of Representatives plans to introduce an investment bill involving US $52 billion to improve the competitiveness of the United States against China in this regard < p > House Speaker Nancy Pelosi said the bill was very close to being ready. "House legislation will strengthen our investment in chips, strengthen our supply chain and change our research capabilities, as well as many other key provisions," Pelosi said in a letter Last year, the US Senate passed more than 1400 pages of the US innovation and competition act 2021 with 68 votes in favor and 32 votes against, of which US $54 billion was used in the fields of semiconductors, chips and telecommunications < p > since trump was elected president of the United States, the United States has used political, economic and diplomatic means to curb China's acquisition of semiconductor technology from overseas. Some M & A projects have been stopped by the U.S. government because they involve semiconductor technology. Normal business transactions have been aborted due to the ban of the U.S. government, and the lithography machines ordered early have been unable to arrive due to the intervention of the U.S. government While doing everything possible to suppress China's scientific and technological progress, the U.S. government is trying to return the semiconductor industry in Europe and East Asia to the United States in an "anti globalization" way, strengthen its own semiconductor industry and enhance the U.S. government's control over the global semiconductor industry chain, The dissolution of Meguiar's Shanghai R & D center is an epitome of the US policy of using chips as weapons to suppress China < p > give up the illusion of self-reliance < / P > < p > many Chinese have always had illusions about western countries, and "integrating into the international mainstream" and "connecting with the international community" have been regarded as the norms. In terms of business model, it advocates "eating soil behind foreigners" and "building houses on foreigners' foundations". In terms of technology, they worship foreign technology and despise local independent technology < p > even though some companies have been repeatedly taught by the United States in trade friction, they still do not change their technical route, always adhere to "building houses on foreigners' foundation", continue to plug arm chips into party and government organs and state-owned enterprises and institutions, and compete for living space with independent CPUs in the government and state-owned enterprise procurement market. In practice, Jinhua, which took the technology introduction, tried to take a shortcut, but the result was too fast to reach; On the contrary, Changjiang storage and Hefei Changxin, which are being researched and developed by a team with high salaries from overseas, have made some achievements after several years of training < p > the technical threshold of memory chip is lower than that of CPU and GPU. Local enterprises represented by Changjiang storage and Hefei Changxin have made some achievements in NAND and DRAM. After practice, the R & D team believes that local enterprises can make progress with the support of national policies. Admittedly, Samsung, SK Hynix, Meguiar and other large foreign manufacturers have strong strength. In the process of climbing, the mainland will encounter difficulties and obstacles, and even become a new "loss king". However, only by persevering can we finally copy BOE's counter attack journey in the panel industry