If you cheat, money will follow

10 month 9 day.

The South Korean government has just urged Samsung, SK Hynix and other companies to curb production capacity and reduce prices to an appropriate extent.

Then, another heavy hammer hit them on the head.

The Japanese government announced that from now on, it will restrict the export of three types of semiconductor materials to South Korea.

The three semiconductor materials are: fluoropolyimide, photoresist and high-purity hydrogen fluoride.

They are all key materials for the production of panels and semiconductors.

Fluoropolyimide is the raw material for producing Oled.

Once the supply is cut off, Samsung, the world's largest supplier of OLED panels, will not be able to produce even a single panel.

Not to mention photoresist and high-purity hydrogen fluoride.

The former is related to whether the photolithography machine can be used?

The latter is related to whether impurities generated during the chip production process can be removed.

The amount and presence of impurities directly affects chip quality and yield.

The Japanese government also announced that South Korea would be excluded from the trade "white list".

The "White List" is a "list of friendly countries for security and trade" formulated by the Japanese government.

When exporting high-tech products to countries (markets) on the list, the required procedures are relatively simple.

Countries (markets) outside the list are strictly restricted.

The so-called "restrictions" are civilized terms and avoid directness and vulgarity.

In fact, the supply is cut off.

The heavy hammer of Japan's sanctions has fallen, and South Korea's ruling and opposition parties are shaken, and public dissatisfaction boils.

Crowds of people took to the streets holding high the banner of "Resist Japanese Imperialism" and marched in protest.

South Korean President Roh Moo-hyun called on Japan to exercise restraint, strengthen dialogue and communication, and not to take such extreme measures that would affect the trade order.

Samsung's Lee Jae-yong is even more uncomfortable, with a ray of light on his back.

He immediately rushed to Japan to seek coordination, plead for relief, and beg for restrictions to be lifted.

Why did Japan suddenly strike a fatal blow to South Korea?

The specific reason is unknown.

Because, in the previous life, this sanction came after an unhappy meeting between the two parties.

The time is one year later, and this life broke out early.

One thing that is certain is that the whole of Japan laments, laments, and is angry about the decline of its domestic semiconductor industry.

At the same time, everyone in Japan also believes that the reasons for the decline include both internal and external factors.

The internal cause is the superposition of multiple factors such as mistakes in its own industrial policies and changes in the international economic landscape.

The external factor is that South Korea, a super young man, played a key role in fueling the flames and making waves.

Many Japanese industry figures and knowledgeable people have reached a consensus.

They pointed the finger at South Korea, believing that they were dishonest and reneged on their promises.

From a historical perspective, South Korea wears the label of "two-five-year-old" correctly.

Early twentieth century.

Samsung privately took the lead in contacting Chinese, Taiwanese, and Japanese semiconductor companies for four-party talks.

Through the four-party talks, we will engage in underground transactions in industry and technology.

Chinese, Taiwanese, and Japanese semiconductor companies are very active, contributing money, people, and efforts.

Unexpectedly, after the meeting, Samsung turned around and went to Father Sam to complain.

Father Sam suddenly woke up and imposed severe sanctions on Japanese and Taiwanese capital. Chinese capital? There is no control.

As a result, Japanese and Taiwanese capital suffered huge economic losses, and the semiconductor storage industry's upward momentum suddenly declined.

As a tainted witness, Samsung remained unscathed. With the technical and financial support of Papa Sam, it held high the banner of counter-cyclicality and eliminated the Japanese company Elpida and Taiwan-owned Nanya Technology.

This kind of thing happened more than once.

Japan is still worried about this, and it’s like it’s stuck in its throat.

Also, during World War II.

Japan forced a large number of Korean laborers to serve as coolies.

After World War II, the two sides established formal relations.

Japan pays US$8 million in compensation to workers and relatives.

However, the South Korean government allocated the US$8 million directly to chaebols such as Samsung and Hyundai as an industrial support fund.

The labor victims and their families received no money.

Not only that, whenever domestic conflicts intersect, the Korean government brings up labor issues to guide public opinion and divert conflicts.

The target of the attack has been pointed at Japan time and time again, believing that Japan should bear historical responsibility and demanding compensation for labor losses.

Japan ignored it, and South Korea froze the assets of Japanese companies in South Korea as a threat.

In 2015, the two parties signed a workers' compensation agreement, and Japan paid a certain amount of compensation.

One year later, in the year 2016.

South Korea tore up the agreement and continued to lead domestic public demonstrations to demand compensation from Japan.

Of course, there are other deeper reasons for this, but the image of South Korea’s young generation is very profound.

Jiangzhou, Leda Building.

"The current situation is very favorable to us. It can be said to be a once-in-a-lifetime opportunity. What is the situation with Yang Yongning?" Chang Le asked.

After Japan cuts off supply, the businesses of Samsung and SK Hynix will be greatly affected in the future.

The two occupy 49% of the global flash memory market, almost half of the market.

"We are stepping up efforts to debug the production line and strive to fully distribute the goods by the end of November." Zeng Xi said.

"November? Let them start pre-sales first and occupy some market share in advance." Chang Le said.

"Okay." Zeng Xi nodded and said, "Boss, Cook from Fruit wants to meet you in the middle of this month."

"What is he here for? We didn't cut off their battery supply. Could it be..."

"Yes, he wants Changning Storage's flash memory products." Zeng Xi said:

"In addition, Ju Factory, Rice Factory and OV Factory are all in contact with Changning Storage and plan to sign supply agreements."

"Can the production be enough?" Chang Le asked.

"The production capacity should be enough. The production capacity of the Changning base is 20 pieces/month, and the Jiangcheng base has been completed and put into production, with a production capacity of 10 pieces/month." Zeng Xi said.

One wafer, with 100% utilization, can produce 640 chips.

Yield rate is over 90%, usually reaching 500 chips.

The production capacity of 30 pieces/month means that 1.5 million chips can be supplied every month; 18 billion chips can be supplied throughout the year.

"Okay, then tell Yang Yongning to eat as much as he can." Chang Le said.

mid-December.

Changning Storage has started pre-sales on major e-commerce platforms such as Cat Factory and Dog Factory.

The brand naming is naturally due to titanium.

1TB solid state drive only costs 699 yuan;

512G solid state drive, priced at 349 yuan;

256G solid state drive, priced at 174 yuan.

128G solid state drive? 79 yuan.

Domestic netizens, especially DIY fans, are excited.

"1TB, more than 1600 yuan, any problem is a problem; but for 699 yuan, any problem is my problem."

"I bought a 512G hard drive and decorated it with gold to decorate the appearance of my junk computer."

"It's a pity that Changning Storage is not a listed company, otherwise it would be full of warehouses!"

"You can buy BOE, it already has 5 boards."

North America.

According to media reports, Fruit wants to purchase products from Changning Storage for IPHONE12 and IPHONE12PRO.

Members of the North American House of Representatives and the Senate expressed concern about this.

A member of the Senate warned Guoguo: "If you insist on cooperating with Chinese chip companies, you will face strict scrutiny from the government."

A member of the House of Representatives reminded: "The fruit is playing with fire. They know that the storage in Changning will bring serious security risks. If the matter continues to be pushed forward, unprecedented strict scrutiny will not be ruled out."

The North American intelligence agency even publicly stated: "Evidence has shown that Changning Memory is maintaining close cooperation with the military. If Changning Memory's chips are used, it will pose a threat to national security."

Fruit responded accordingly through the media:

"No matter which NAND chip is used, we fully encrypt user data. They have been using national security to interfere with normal business practices. This is simply ridiculous."

"Their NAND products are currently the most technologically advanced in terms of parameters. They have the largest storage density, the fastest transmission speed, and the strongest stability, and will provide users with an excellent user experience."

"Using their NAND products will significantly reduce costs and expand the market, and we can maintain corresponding relationships."

"Why not?"