Eleven long holiday in see information very plaint, TSMC still insist on in 2012 and "silicon wafer program; Taiwan scholars have published for the semiconductor industry development trend prediction; TI company use for idle workshop and from the odd dream to purchase 300 mm memory production line, ready to new global the first 300 mm analog circuit production line; And nano technology and create a new plant and research how much does it cost? And on global OEM may be entering into a new round of merger and reorganization, etc.

Various sources of information, there are positive, also have a few are pessimistic, reflects the original visage of the semiconductor industry, it is very normal.

Involved in semiconductor industry is about the same, there are an optimist, they point is that China adheres to the OEM route to walk, and the scale of the continuous investment. They think that China does not lack of money, but a lack of correct reflect the views and channels, and let the government has determined to invest. The west is no longer control high technology exports to China, it is a good opportunity.

Another kind is lack of confidence. Look at the recent domestic large-scale again invested a huge sum of money on plate industry, the in the mind suddenly feeling rough and sweat. But as someone said, if today give you 20 billion yuan, you can build a chip production line, to make products? Seems to be not only a lack of technology and the lack of market, let you at a loss what to do. Similar examples in domestic has happened. Of course most people in the middle of the view, but can't find out how to solve China's semiconductor industry of good way.

The process of the global semiconductor industry did not slow down

Despite the progress of the semiconductor industry has the technology to promote the market promotion, the market growth slowed, the investment to reduce, but the process of the global semiconductor industry did not slow down. Such as the end of next into 32 nm process and started in 2010 and nano process of production (according to the technology roadmap is 2011 years into 22 nm).

According to the SEMI semiconductor association estimates that 2009 full spherulites round factory capital spending about $15 billion, 2010 will grow 60% to $24 billion, with $14 billion spending will focus on six companies, including Intel (Intel), Samsung Electronics (Samsung Electronics), Toshiba (Toshia), TSMC (TSMC), China subfamily, Global Foundry, behind this implied a trend, it's affected by semiconductor manufacturers centralization trend of the wave.