Chapter Two Hundred and Fortieth: Seeking Skin with the Tiger
"alliance?"
Fujiwara Kiri looked at Su Yan with some confusion, and was a little confused. Why did he jump to the alliance when he came here to discuss cooperation?
"Yes, it's the alliance."
Su Yan said affirmatively.
"Asmai is basically a company launched by Western countries, and its goal is obviously aimed at China and Japan. If it is just a simple commercial competition, then everyone can compete with their own strength. However, once the United States, who stands behind ASmai, takes action, then things will become more than just a competition in strength.
I believe you won’t forget the semiconductor sanctions imposed by the United States in the last world, right?”
Su Yan looked at Fujiwara Kiri and said lightly.
The US sanctions on Japan's semiconductor industry back then could be said to have almost made Japan's semiconductor industry slump.
After American scientists discovered transistors that could replace huge electron tubes in 1947, this played a major role in promoting radio technology.
It was mainly used in the military field at the beginning. In the 1950s, Akio Morita, founder of Sony Group, learned about this technology while on a business trip in the United States. At that time, he used this technology to cash registers that became popular at that time. The introduction of this technology directly made Sony and even the entire Japanese electronics industry the world's leader and object of imitation. Japan also became the largest manufacturer and exporter of radio products in the world at that time.
In the late 1950s, Jack Kilby invented integrated circuits and won the Nobel Prize in Physics. However, because the US-Soviet relations were still in the Cold War, even though ibm developed the memory chips used in computers based on integrated circuits and semiconductors, it was still used to improve military equipment.
In the 1960s, the real U.S. military demand for semiconductors exceeded 50% of the supply, and the demand for integrated circuits exceeded 70%. Japan also developed its own integrated circuits and memory chips two years after the advent of integrated circuits. Although the technology was slightly insufficient compared to the United States, Japan relied on its biggest advantage at that time and had low labor costs, and then occupied the game in terms of production and then exported integrated circuits and memory chips to the world.
Because its huge exports had a great impact on the United States in terms of trade, the United States took action for granted. At that time, it was directly based on the reason that the calculator produced by Casio accounted for more than 80% of the US electronic products market, and directly on the grounds that Casio violated the Anti-dumping Act and refused to provide Japan with the core IC of semiconductor technology.
With the mentality of making it by yourself when you buy it, Japan at that time was similar to iron ore, and it took the lead directly by electronic companies such as Toshiba, Sanling, Fujitsu, and nec at that time to establish an alliance.
The effect is also significant, because its yield rate is far higher than that of the United States. In addition, the manufacturing power at that time was another. Japan resisted the first wave of offensives from the United States and returned to the dominant position of semiconductors.
This also made the United States realize the seriousness of the problem. In the unanimous understanding of the ruling American rulers at that time, currency has problems, trade advantages, and monopoly on high-tech was the cornerstone of US hegemony. The electronics and chip industry was of great significance to military and national security. Therefore, in order to protect the development of the local chip industry, the United States once again started a "chip war" against Japan.
By the 1980s, the United States' trade sanctions against Japan in the chip and automobile industries reached its peak. The most obvious of them was the lawsuit filed by the American Semiconductor Industry Association Sia on the issue of electronic dumping in Japan, and the basis was the famous "Section 301"
The subsequent purpose was to solve the huge domestic fiscal deficit and use the appreciation of the yen and marks to reduce their export volume to alleviate the trade deficit of the country, which is the signing of the Plaza Agreement.
Then it began to spread that there was a committee among Japanese electronic companies, who would hold regular meetings to discuss the pricing of chips and how to expand the chip market to achieve the purpose of controlling monopoly. Although Japan denied this rumor, the United States still signed the Semiconductor Agreement using this as an excuse to negotiate.
The content of the Semiconductor Agreement is also very interesting. First, it requires Japan to stop dumping in the US market, retain cost records, and set fair prices. Japanese goods can only be equal to or higher than fair prices before they are placed on the market. Second, American electronics companies will receive 20% of the share of the Japanese market.
In addition, the Plaza Accord forced the yen to appreciate, but the yen was not exported at a low price, which eventually led to domestic chip manufacturers in Japan having to compete internally. Exports were intercepted, resulting in overcapacity and over-pressure production capacity and only adjusting prices to lower the minimum export price. This directly gave the United States an excuse to directly impose a punitive tariff of 300 million US dollars on Japan in the name of fair prices and dumping in violation of the Semiconductor Agreement.
Just when Japanese companies were too busy to take care of themselves, the United States also copied Japan's model, and took the lead in direct government, and fourteen American electronic companies formed the "American Semiconductor Manufacturing Technology Strategic Alliance". With the huge market and scientific research advantages, American companies quickly made up for their technological shortcomings, regained the global market of the semiconductor industry, and seized 20% of the market share in Japan.
Fujiwara Kiri didn't expect that Su Yan would actually move out of the experiences in the Japanese semiconductor industry, and there was obvious emotional fluctuation. However, as a veteran in Canon who has been in charge of negotiations for many years, she quickly controlled her emotions.
"Mr. Su is right, but does Mr. Su know why Nikon's market share in Europe and the United States is so high? And are our Canon's main users in Asia?"
"I know, it's just an exchange of interests. Intel in the United States regards Nikon as its only supplier, and other local American companies also choose Nikon as their partner. As for Canon's market share in Asia and Japan, it should be higher than Nikon.
Isn’t this an old routine to reach an alliance with you through certain interests to form a blockade of China in the market?”
When Fujiwara Kiri was also stunned when he heard Su Yan's reply.
"But you should also be clear that Intel, which has recently chosen to cooperate with Nikon, suddenly announced that it would purchase an Asmay lithography machine. That is, the United States will no longer need you. From the acquisition of Asmay shares by the United States and the technical assistance of Western countries to Asmay, it can be seen that once Asmay can surpass Nikon and Canon, it is time for you to be kicked out.
And according to some channels, I can tell you clearly that shortly after Lin Benjian left TSMC, the people on Asmay had contact with TSMC, so it is very likely that Asmay had also started to study immersion lithography machines, which means that Asmay would replace your position sooner or later."
Fujiwara Kiri and a number of Canon representatives also agreed to this statement. From the past two years, domestic lithography machine companies and Asmay also smelled a sense of danger, but they were helpless.
Chapter completed!