Japan's semiconductor strategy starts to move, Mr. Amari, "Strong country, for the resurrection" prospects and issues

Some players still fight in the world remain, but "decline" and "Jiri poverty" is also in danger.

Eliminate the semiconductor industry missing link

Regarding the movement of semiconductor manufacturing in Japan, Prime Minister Fumio Kishida first sent a message at the semiconductor manufacturing technology exhibition at Semicon Japan 2021 Hybrid held in December 2021, when the extraordinary parliament was held in December 2021.At the opening keynote, Chairman Akira Amari, Chairman of the Liberal Democratic Semiconductor Strategy Promotion Representative, gave a lecture entitled "Towards Semiconductor, Revival."In addition, Mr. Kiyotaro Fujita, a director of the Ministry of Economy, Trade and Industry's Commercial Information Policy Bureau (IT Strategy), gave a lecture entitled "About the semiconductor and digital industry policy of Japan and its concrete initiatives", and Japan was set up.Explained the government measures.According to the organizer SEMI Japan, 721 people participated in the Real Venue, which is the highest ever at the opening key notebook.94.9%said they were satisfied with the content.During the exhibition, a total of 8,000 people were interested in participating in the seminar.

"Japan has reduced 60 % of the world with semiconductor materials and reduces one -third of the manufacturing equipment."In fact, Japanese companies share the share of about 60 % for Silicon Wahiha, about 70 % for resist, and about 80 % for sealing materials, about 90 % of application devices for semiconductor manufacturing devices, about 30 % for CVD devices, etching devices.Has about 30 % share.

"However, there is a delay in the semiconductor itself. It is important to formulate strategies for the evolution of semiconductors and eliminate the Japanese semiconductor industry.""Even though we have a budget for R & D, we have never invested national expenses in the manufacturing process, so we will create a law and record the budget.Was to create a law to enable national expenses to TSMC. Taiwanese TSMC builds a factory in Kumamoto and compensates half of that at national expenses. "

"I don't want to end with just paying national expenses to make the production line of 22nm and 28nm, which are the technology of 10 years ago. Sony has a meaning.It is important to do it, so we can run the cutting edge in the edge environment. We also expect that intelligent sensors will be installed on automatic driving cars or loaded on smart factory. Therefore.It will be a production base. "

As you can see from these words, investment in JAMS is the first step in formulating a strategy for the evolution of semiconductors.

According to the elimination of the other issue that Mr. Amari pointed out, the elimination of the missing link, "Japan's challenge is that there is no high -end logic function such as 3nm and 2nm."I want to draw a super high -end 2ndry by drawing in the technology of Japanese and fusing it with Japanese technology. This leads to filling the missing link. "

At least 7 trillion yen in 10 years, preferably 10 trillion yen

In major countries, large -scale industrial policies are being implemented for the semiconductor field.

The United States has passed a subsidy of up to 300 billion yen per case and a Defense Control Law, including the installation of a multilateral semiconductor security fund.In addition, the Biden administration has also shown a US innovation and competitive bill, including a semiconductor investment of 5.7 trillion yen.With the long -term competition with China, it is highlighted that efforts to strengthen the semiconductor industry in the United States are accelerating.

In Europe, in a digital strategy for 2030, it decided to invest 134.5 billion euros (about 17.5 trillion yen) in logic semiconductors, HPCs, quantum computers, etc.In September 2021, the European chairman declared the enactment of the New European semiconductor law, aiming to establish a European state -of -the -art tip and ecosystem, including manufacturing, to formulate a European semiconductor research strategy, and the safety of supply.European countries have agreed to secure and lead to new market development for revolutionary technology in Europe.

On the other hand, China has set up a national integrated circuit industry investment fund and plans to invest more than 5 trillion yen in semiconductor -related technology.In addition to this, the region has a fund for semiconductor industries that exceed 5 trillion yen.

"Japan is currently creating a semiconductor national strategy, and the investment in the last 10 years is 7 trillion yen in the public and private sectors, preferably 10 trillion yen.It will be a trillion yen. Otherwise, you will not win the semiconductor international competition. "

In November 2021, the Ministry of Economy, Trade and Industry published an emergency enhancement package of the semiconductor industrial base.

In the semiconductor industrial infrastructure emergency enhancement package, the U.S. -Japan collaboration project aims to implement the Semiconductor Production Base for IoT, which urgently strengthens production portfolios for fields that are expected to grow in the future, aiming to implement social implementation after 2025.We will proceed in three steps: the “next -generation semiconductor technology infrastructure with Japan -US cooperation”, which aims to acquire next -generation semiconductor technology and establish a foundation in Japan, and “Future Technology Infinatology by Global Cooperation” targeting 2030 or later.。

In step 1, "Emergency strengthening of IoT semiconductor production infrastructure" means that material manufacturers and semiconductor equipment manufacturers have world -class competitiveness, but lack of semiconductor manufacturing bases and technical infrastructure.He pointed out that it is a major weakness in Japan."It is very important from the perspective of strengthening Japan's industrial base, strategic autonomy, and indispensable indispensable viewpoint by ensuring high -performance semiconductor production capacity."In addition to the revitalization of domestic material manufacturers, equipment manufacturers, and surrounding semiconductor -related companies, we also plan to create employment in the region.In Japan, we will promote the accumulation of semiconductor -related industries and the formation of ecosystem.

In order to do so, it is necessary to build a support for comparable to other countries, establish a legal framework that supports it, and provide continuous support over multiple years."The existing manufacturing platform of each semiconductor manufacturer is indispensable on the supply chain. It is necessary to properly deal with the risks, and the productivity of the semiconductor manufacturer is improved to stabilize stable supply.It is also necessary to replace the connected manufacturing devices and to support the expansion. "

In step 2, "Next -Generation Semiconductor Technology Infinus by Japan -US Cooperation", in cooperation with overseas 220s to the practical use of the mid to the second half of the 2020s, the 3D of the previous process of the advanced semiconductor manufacturing process, 3D of the post -processing process.Package technology, development of next -generation power semiconductors.In each case, NEDO's post 5G information and communication system base enhancement research and development fund and the Green Innovation Fund will be supported as a country.

Here, Japan -US cooperation is required, and cooperation has been strengthened through research and development and consortium by Research Institute.In Tsukuba, Research and Development Consortium for BEYOND 2NM by Research Institute will also be used.

Amari points out this.

"As the data driven society has progressed, the problem of data safety is the economic security itself. DX, semiconductors, and economic security must be captured in the third place," he said.I am talking about it, but there was also inquiries from the Netherlands, France, Germany, and Australia. Western cooperation is progressing, and when there are countries that are risky for economic security, the whole system is the whole system.In some cases, the country and functions are exposed to the country and functions decuped from the supply chain. The United States is trying to take the supply chain a responsibility to minimize the risk of information leakage.There is, "he pointed out.

According to Amari, in 2021, a Japanese electronics manufacturer was canceled by the US Pentagon about 100 billion yen. "The reason is that the company does not meet the Cyber ​​Security Standards required by the United States Pentagon. It is not possible to eliminate the risk of malware incorporated when delivered from the company. Cyber ​​is good. It is entering an era when the security standard is not satisfied. It is entering the era of decuping. It is not only a company but also the whole country. If the Japanese side has not reached the security standards required by the United States, it will be pointed out that Japan may be leaked and cannot be reached. " "Companies involved in semiconductors must prove that the entire supply chain of the delivered products can escape from cyber attacks. We must think more for the nerbus."

In order to promote Japan -US cooperation toward the reconstruction of the semiconductor industry, it is assumed that Japanese companies' attitudes and national attitudes will be stronger from the viewpoint of economic security.

Then, in Step 3's “Future Technical Infinus by Global Collaboration”, we will promote the development of future technology that will be a game change. Specifically, we will further work on research and development of photoelectric fusion technology, which has been a trend of research and development after 2030. According to the Ministry of Economy, Trade and Industry's Ministry of Economy, Trade and Industry Fujita, a typical research organization in Europe and the United States is promoting industry -academia collaboration with global companies, and we want to refer to these initiatives. In cooperation with the Ministry of Industry, the Ministry of Education, Culture, Sports, Science and Technology, the company, the university, and the National Institute, strategically, research and development with a view to recent practical use from basic research for generations based on the appropriate burden of public and private sectors. We are thinking about promoting, "he said," In order to continuously develop these activities, it is necessary to develop a business environment, power costs, renewable energy procurement, human resources and logistics of industry -academia and academia. Globally, it is necessary to build an organically linked system. It is necessary to recognize what issues are there. "

This is the last chance to rewind for 30 years

Japan had 50%of the world in the semiconductor market in the late 1980s.However, as the semiconductor market has grown, it has fallen to a 10%share in 2019.

Behind this is the defeat in memory due to Japanese -US trade friction, and while other countries have worked on national development projects early, Japanese policies were not sufficient, and the design and manufacturing in the industry.Delays in response to horizontal division of labor, delayed digital industrialization, commitment to Hinomaru's self -ismism, and reduced investment of domestic companies.

On the other hand, the global semiconductor market has grown on the right shoulder due to the rapid progress of digitalization such as PCs, Internet, smartphones, and data centers, and its momentum is increasingly accelerating.In 2030, the market size of 100 trillion yen is expected to be twice as much as today.

"The current volume zone is a logic semiconductor and memory used in smartphones, PCs, data centers, and 5G infrastructure, but here the United States, Taiwan and South Korea are swept the market.On top of the edge computing, applications, in -vehicle -related items such as automatic driving and EVs, the fields for industrial machinery such as IoT and robotics, and edge devices such as smart home appliances will be responsible for the growth of new semiconductor demand.This area will be a sense of crisis with Japan's last opportunity to enter. "

"Semiconductors are incorporated into various products, are an important foundation that supports the digital society, and support all industries. It is also an indispensable foundation for people's lives.It is a vibrant strategic technology that is directly connected to, that is why the government needs a solid industrial policy. In the future, we will determine the growth market, make use of Japan's strengths, stop the decline trend, and flip.You need to be done. You need a specific strategy. "

Can the Japanese semiconductor industry be rewinded?It is clear that the efforts to fill 30 years of delay are not ordinary.