Add 28,000 chip companies in half a year! The 100-billion-dollar core-making project has stopped. Why do the rotten tails happen frequently?

Visit four engineering universities for three days;

Chinese Academy of Sciences announced its entry into mask aligner;

Nanjing established the first chip university in China;

In the first half of 2020, semiconductor projects will be carried out in about 20 regions across the country with a total planning of over 60 billion;

From June 20 14 to the end of last year, about 50 large-scale chip projects were approved. According to their respective scale planning, the average investment of a single project exceeds 30 billion yuan, and the total capital exceeds10.7 trillion yuan.

Domestic core-making is enthusiastic and looks vigorous, but unfinished core-making projects appear frequently. Is it "false prosperity" under development?

Perhaps the United States did not expect Huawei to be sanctioned as the second ZTE, but Huawei did not compromise. On the contrary, there has been a "core-building" tide in China, and more and more enterprises have joined in.

According to relevant media reports, in the first half of this year, there were 28,000 IC-related enterprises in China, with an average of 150 new enterprises every day. It seems that the core construction in China is booming. Look carefully, these companies are not brand-new companies, but companies that have been established for many years. Look carefully, they are not all Jianxin, but their business has just changed.

Why are you doing this? Driven by the new Z policy, their market value will rise, and many people want to make a fortune by changing their business scope to the scope related to integrated circuits, so that they can enjoy some Z policies. That's the reason.

Of course, we can't generalize. Some of these 28,000 people concentrate on making chips, but compared with those who fish in troubled waters, they are "poor". Those who really engage in scientific research can't get investment, but those who fish in troubled waters can get huge investment, and the reason for the slow development of core-making is found.

In addition to some enterprises that have changed their business scope, there are many unfinished core-making projects in China, and there are more than one.

The most shocking thing is the Wuhan Hong Xin project, which started at 14nm, and then established a 7nm industrial chain. The estimated investment of the project is12.8 billion, to 20 19 * * investment15.3 billion, headed by Jiang Shangyi (former CTO of TSMC), who values Zhang Zhongmou most.

I thought it had gone up, but it was revealed by netizens that the project cost was 4 1 10,000, and the only 7nm mask aligner in China was mortgaged. The file shows "unopened" and "brand new, unused".

Many people know that there is a 7nm mask aligner in China, which may be obtained from there.

However, the Wuhan Hong Xin project is not exclusive, and there are Nanjing Deco Code and Huaide Semiconductor.

Some people may ask, why is this? Just recently, Gaiwei also responded to this matter. Meng Wei, a spokesperson, responded that China's enthusiasm for investing in the integrated circuit industry is constantly rising. Some "three noes" enterprises with no experience, technology and talents have joined in, and some places have blindly embarked on projects, and the risk of low-level redundant construction has emerged.

In fact, the core construction project is a huge investment project, not only capital investment, but also talent investment and time cost, which is not achieved overnight.

Apart from those problems such as fish in troubled waters or broken capital chain, where is the road to the rise of China Core?

In fact, we can also see from some actions of Ren and the country: talent investment.

After many visits to domestic universities, the future of China Core may lie in these desks and laboratories, and China also set up the first university on a chip in Nanjing, leaving aside other courses and giving lectures centered on chips. This purpose is even more obvious. Moreover, this year, the country has taken integrated circuits out as a first-class discipline alone. All kinds of events show that both market competition and enthusiasm for core construction are rooted in talents. Perhaps Huawei Hisilicon has more say in this point: it took 16 years and 20,000 talents to build Huawei's ace Kirin chip.

As the old saying goes, when mules come out for a walk, excellent enterprises will inevitably precipitate, and these enterprises may be the main force on the road of China Core's development!

Surface prosperity, fish in troubled waters will eventually be uncovered, and those who stick to it will also achieve something!

Look forward to this day coming soon! Come on, China Core!