Li Shuibo, chairman of new laiyingcai: Cross Strait semiconductors can achieve win-win in competition and cooperation

[interview with people on chinapharma.com] 2018 international semiconductor equipment, materials, manufacturing and service exhibition and seminar (Semicon China) opened in Shanghai on March 14, attracting semiconductor manufacturers, scientific research institutions and capital from all over the world to participate in one of the world's large-scale and high-profile industry events New laiyingcai (Stock Code: 300260), a Taiwan funded enterprise, held a spring conference in Shanghai with the theme of "science and technology has not come", and made its debut in the Expo with new semiconductor series, officially to the global market Introduce the high-purity vacuum semiconductor products with nanometer level quality control According to the introduction of xinlai technicians, this series of products are mainly used in the gas pipeline system of semiconductor manufacturing to meet the needs of the core components of relevant equipment At present, in the semiconductor industry new technology 3 nano field gas system, xinlai's products can fully cover and support In the global competitive products of the same kind, the technology is synchronized with the United States and Japan, with cost Zhang Huiming, director of the Enterprise Research Institute of Fudan University, delivered a speech on the theme of semiconductor industry development and industrial transformation and upgrading opportunities He believes that the semiconductor industry is the basic industry made in China and the driving force of China's industrial transformation At present, China's semiconductor trade deficit is US $160 billion, which is the general trend of industry localization Since 2014, domestic policies and large semiconductor fund M & A have been driven by two wheels to promote the strategic development of the national information industry Under the artificial intelligence, the semiconductor industry has undergone a new round of upgrading At the same time, China continues to improve its infrastructure construction, with multiple opportunities superimposed, so that China's semiconductor industry stands at the "tuyere." In the past 60 years, the global semiconductor market has realized three transfers from the United States to Japan, to Taiwan and South Korea, and then to the mainland of China Nowadays, China has become the "Carnival place" of the global semiconductor industry According to the global semiconductor equipment industry association (semi), during 2017-2020, there are 62 wafer factories put into operation in the world, including 26 in mainland China, 10 in the United States and 9 in Taiwan According to the Research Report of relevant securities companies, in the next 3-4 years, the semiconductor wafer manufacturing link will release market space of more than 700 billion yuan for the semiconductor equipment field Mr Li Shuibo, chairman of xinlaiying material, said: "xinlaiying material aims at the global transfer opportunities and structural changes of the semiconductor market, especially the localization trend of the semiconductor industry in mainland China, and fully integrates the company's technology And capital advantages Focusing on the supply chain of wafer manufacturing equipment, we have successively established Taiwan xinlai company, acquired GNB company of the United States, and established Leheng company of mainland China, focusing on independent research and development of key components such as ultra clean pipes, pipe fittings and valves of our own brands, thus realizing the global industrial layout of high clean semiconductor market " As a Taiwanese businessman who has come to the mainland for nearly 20 years and witnessed China's reform and opening up and the development of cross-strait economy, trade and culture, Li Shuibo said: "as an entrepreneur from Taiwan, I always feel the care of the motherland for Taiwan compatriots, and" equal treatment "will create a new situation for cross-strait win-win situation, which is conducive to further enhancing the well-being of compatriots on both sides of the Strait In the "31 preferential measures for Taiwan" on the eve of the 2018 NPC and CPPCC, as many as 12 measures have been taken to accelerate the "equal treatment" between Taiwan funded enterprises and mainland enterprises, including that Taiwan funded enterprises participate in the "made in China 2025" action plan and apply the same policies as mainland enterprises This is also good for Taiwan funded technology enterprises, including semiconductors " Semiconductor industry is an important part of cross strait economic cooperation According to the statistics of semi data, China is now a big consumer of semiconductor in the world, accounting for more than 50% of the global chip demand market As early as 2013, China's IC import value was US $232.2 billion, surpassing the oil import value According to the statistics of Taiwan Semiconductor Industry Association (TSIA), in 2016, Taiwan's semiconductors accounted for 23% of global output value and about 13% of Taiwan's GDP It continues to be the second largest semiconductor production base in the world, ranking second only to the United States The semiconductor industry is undoubtedly the pillar industry of Taiwan's economy "The relationship between the two sides in the field of semiconductors should be competition and cooperation, not just competition Taiwan's technological experience and talent reserve advantages in global semiconductor design, wafer manufacturing and seal testing remain unchanged," said Li How to attract more young people to join, how to realize the continuous innovation of technology and service mode, and how to realize the new value orientation in the global industrial chain are the practical problems faced by Taiwan's semiconductor industry Mainland China has a large global semiconductor market, good policies and developed capital market The problem is that the material is heavily dependent on imports, especially in the key technologies of wafer manufacturing If cross-strait manufacturers realize organic complementarity in the above aspects, it will be a great opportunity for cross-strait semiconductor to develop hand in hand, and a win-win situation can be achieved " Former title: Li Shuibo, chairman of xinlaiyingcai: Cross Strait semiconductors can achieve win-win in competition and cooperation reporter: Song Jie