After leaving the Ziguang Group, 75 -year -old Minboto Yoshio went to work in China again

On June 16th, Shenzhen Shengweixu Technology Co., Ltd. (Swaysure, hereinafter referred to as Shengwei), which is 100%controlled by Shenzhen State -owned Assets, issued an announcement on the official WeChat. Vice President Sakamoto Sakamoto is the chief strategic officer.

This news can be extended at least three key information: one is that after Hefei, Wuhan, Quanzhou and other cities, Shenzhen also needs to force the memory industry; second, new competitors have emerged in the domestic DRAM industry; third, 75 -year -old Japan The key figures of the storage industry, Sakamoto Sakamoto, went to China Enterprise again.

Sheng Weixu's official WeChat screenshot

Shenzhen State -owned Holdings

The official introduction and enterprise check showed that Sheng Weixu was established in March 2022, with a registered capital of 5 billion yuan. After the equity penetration, the Shenzhen Municipal SASAC was 100%controlled. The company's business includes new storage materials and architecture research and development, wafer plant investment and construction, product design, manufacturing and sales. The main products are universal DRAM chips for application scenarios such as data centers and smartphones.

Screenshot of the company

DRAM's Chinese name is a dynamic random memory, which is a common loss -loss memory. At present, it is dominated by American and Korean manufacturers. According to market research agencies IC Insights, in 2021, Samsung, SK Hynix, and Micron occupied 94.1%of the global DRAM market, still showing a highly concentrated trend. Some manufacturers have even begun to use EUV lithography machines to mass produce DRAM. At present, China's layout of DRAM companies include Hefei Changxin Storage and Fujian Jinhua. Among them, Changxin Storage has been put into production in September 2019. At present, DDR4 and other memory chips have been listed. Product message.

Picture source: IC Insights

The establishment of Sheng Weixu means new competitors in the domestic DRAM camp.

Observer.com noticed that Sakamoto Xingxiong Xingxin released news for the first time through the official WeChat. The resume shows that Sakamoto Hiroshi was the deputy president of the Dezhou Instrument Japan, the director of Kobe Steel Electronic Information Technology Semiconductor Department, the president and director of the United Nichi Semiconductor, the president of the Storage and CEO of Erbida, the director and CEO of the representative, Senior Vice President and CEO of Japan Branch.

Sakamoto Hiroshi is regarded as a key figure in the Japanese storage industry, and has more than 30 years of experience in the DRAM field. At the end of 2019, the news of 72 -year -old Sakamoto Akamoto as the senior vice president of Ziguang Group and CEO of the Japanese branch company shocked the Japanese industry. The big background of Sakamoto's joining Ziguang Group was that he was in charge of DRAM manufacturer Erbida for bankruptcy in 2012 due to serious losses, and was subsequently acquired by American company Micron.

At that time, the author of the Observer Network column, Tie Liu, wrote that the failure of the Japanese storage chip industry was not as good as anyone, but caused by the environment. A complete set of combinations such as cyclical investment "defeated. The article believes that Sakamoto Sakamoto, who is defeated, is willing to come out to play for Chinese companies. The purpose is obviously revenge from Korean companies, and talents like Sakamoto Sakamoto are very scarce in the Chinese storage industry at the moment. " Japanese nationality is too suspicious and even published some words. "

The world's first DDR5 DRAM module source: SK Hynix

However, in Ziguang Group, Sakamoto Kosaka did not complete the "revenge journey" that Iron said.

Due to the debt crisis caused by radical expansion, Ziguang Group has fallen into bankruptcy and reorganization in the past two years. At the end of January 2022, Nikkei News reported that Ziguang Group has terminated Chongqing DRAM chip project and Chengdu's 3D NAND flash memory chip project. A person familiar with the matter revealed that Sakamoto Hyoguk, who was in charge of the DRAM business of Ziguang Group, left Ziguang Group in the second half of 2021. The news was later confirmed by Sakamoto.

Today, what kind of consideration is Sakamoto's return?

"This will be the last job in my life." Sakamoto Koto joined Shengyo Xu, "I will make my best to contribute to my own strength to help Sheng Wei Xu achieve its strategic goals."

"I am very honored to join Sheng Weixu. Shengyexu has a very competitive new storage technology. At the same time, there are strong financial strength and elite talents. In the future, there will be great development potential." Sakamoto said.

Sheng Weixu CEO Liu Xiaoqiang said that Sakamoto is the leader of the Japanese semiconductor industry and has more than 50 years of experience in the semiconductor industry. The addition of Sakamoto will enhance the strength of the R & D of the new storage technology, the construction and operation of the wafer plant, and also reflects the determination of the global storage market leaders.

"I also hope that more outstanding talents can join the development of Sheng Weixu." Liu Xiaoqiang said.

"If the Japanese company cooperates with China Enterprise, there is a possibility to surpass Europe and the United States."

For a new semiconductor company, how to obtain technical sources and avoid patent infringement is a key issue, and memory companies are no exception. Taking Changxin's storage as an example, one of the company's initial technical sources is Ying Fei Ling's Qi Mengda spin -off. The cooperation with Qimengda has made Changxin Storage get more than 10 million technical documents related to DRAM and 2.8 2.8 TB data.

In May 2019, Zhu Yiming, Chairman of Changxin Storage, mentioned that when introducing his own intellectual property system, the DRAM industry has developed globally for decades, and process technology has continued to improve. There are many patents, and most of them are controlled by Samsung, Hynix, and Micron. Whether newcomers have compliant technical sources and independent innovation capabilities have become the key to development. Changxin Storage Factory Picture Source: Company Official Website

At present, Sheng Weixu has not disclosed the specific situation of the company's patented technology sources and layout. However, Sheng Weixu mentioned in the official introduction that on the basis of traditional technology, the company has established leading product competitiveness through material innovation and architecture innovation.

"The company leads the senior management team with a leading person with successful industrial experience. The core R & D team is distributed in China and Japan. 20-30 years of advanced logic or storage technology experience. The company relies on domestic and foreign research institutions to jointly carry out new storage materials and architecture research and development. In the core technologies such as storage product design and development, chip mass production and optimization, they have independent innovation and research and development capabilities "Sheng Weixu said.

Sheng Weixu's official WeChat screenshot

At the end of May this year, in an interview with Nikkei News, Sakamoto Sakamoto said that storage chips are generally regarded as universal products. It is difficult to imagine that it will involve military use, so there is no strategic significance of sanctions.

When asked about the Chinese semiconductor industry, he said that China accounts for about 15%of the global semiconductor production share, especially for some important foreign companies such as Intel, which is a very important market, accounting for about 50%. The important subject of semiconductor is research and development.

Speaking of the gap between mainland China semiconductor and the world's leading level, Sakamoto Sakamoto said that in the DRAM field, it is at the top of mainland China. It is technically about 4 generations compared with Samsung. In the field of logical chips, the finest circuit width of SMIC's products is only 14 nanometers (nanometer is 1 billion %). It is already technology 7 or 8 years ago. Developed 2 nanometer products.

However, Sakamoto Yoshio also mentioned that in the context of the global semiconductor industry expansion, Chinese companies are also growing, cooperating with Chinese companies, joint development for future facilities, and one of the options for Japanese semiconductor manufacturing equipment and material companies. He believes that if Japanese companies behind Europe and the United States cooperate with Chinese companies, they give full play to the advantages of quantitatives, and there is a possibility of overtaken European and American companies.

There are opinions in the industry that the 75 -year -old Sakamoto Koto has never disappeared for DRAM, and he is optimistic about China's urgent demand for the research and development of independent chip technology. It is a place that allows him to spray enthusiasm for DRAM again. In addition, since Erbida's bankruptcy and the purple light DRAM project have failed, Sakamoto Koto does not want to equate with the "loser". Joining Sheng Weixu this time and doing some practical things in the "last job of life", perhaps the biggest wish of Sakamoto Hiroshi in this life.

The establishment of Sheng Weixu is when Shenzhen wants to vigorously develop the semiconductor industry.

On June 6, the Shenzhen Development and Reform Commission, Shenzhen Science and Technology Innovation Committee, Shenzhen Industry and Information Technology Bureau, and Shenzhen State-owned Assets Supervision and Administration Commission issued the "Shenzhen Cultivation and Development Semiconductor and Integrated Circuit Industry Cluster Action Plan (2022-2025)" (hereinafter referred to as: plan). It is mentioned that by 2025, the industrial revenue will exceed 250 billion yuan, forming more than three or more revenue of more than 10 billion yuan and a batch of design companies with a revenue of more than 1 billion yuan. The manufacturing enterprise has a significant improvement in the energy level of the integrated circuit, and the industrial structure is more reasonable.

Screenshot of the official website of Shenzhen Development and Reform Commission

In 2021, Shenzhen's integrated circuit industry's main business income exceeded 110 billion yuan. This also means that in the next four years, Shenzhen plans to double the scale of related industries.

On the same day, the "Shenzhen Municipal People's Government's Opinions on the Development and Greeting Strategic Emerging Industry Cluster and Cultivating the Development of Future Industry" was released. It is proposed that it is necessary to accelerate the improvement of the integrated circuit design, manufacturing, seal testing and other industrial chains, and carry out EDA tool software, semiconductor materials, high -end chips and special chip design technology research, promote the construction of 12 -inch chip production lines, third -generation semiconductor and other key projects. Support Futian, Nanshan, Baoan, Longgang, Longhua, Pingshan and other districts to build gathering areas, and build a national gathering place for integrated circuit industry, talent gathering, and innovative sources.

Shenzhen's move to catch up with the integrated circuit industry in Shanghai, Beijing, and other integrated circuits. Public information shows that the target of 250 billion yuan set in Shenzhen is second only to Shanghai's 400 billion yuan and Beijing's 300 billion yuan sales target.

According to the previous list of competitiveness in mainland China's integrated circuits in the 2021 of the 2021, Shanghai and Beijing were ranked first and second, Wuxi and Shenzhen followed, and ranked third and fourth. In 2021, the Shanghai Integrated Circuit Industry achieved sales revenue of 257.9 billion yuan, contributed to the country's over 1/4 sales; Wuxi integrated circuit industry's operating income reached 178.3 billion yuan, and the industry scale ranked second in the country, second only to Shanghai.

Source: Observer Net Lu Dong

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