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民族之光还是惊天巨骗?1280亿的大项目来路蹊跷,前路不清

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gaimy 发表于 2021-12-20 11:04:10 | 显示全部楼层 |阅读模式 打印 上一主题 下一主题
 
由于美国的政策限制,台阶电、联发科等芯片代工厂商都无法继续向华为供货,这意味着华为的麒麟芯片即将断货。可能有人会说,华为目前的科技实力已经领先全球,为什么不选择自主制造芯片呢?
            
要知道,芯片的制造需要经过设计、制造、封测等多个环节,华为目前只是掌握了芯片的设计。在芯片制造方面,由于华为公司缺乏先进的EUV光刻机,因此无法凭借一己之力制造芯片。
            
            
            
作为芯片制造的核心设备,光刻机被人们称为“现代光学工业之花”,它可以把掩膜版上的精细图形通过光线曝刻在光硅片上,但是它的制造难度“堪比登天”。就连全球最大的光刻机厂商——ASML公司,制造的光刻机都要采用西方国家的顶尖技术、设备。
            
虽然中芯国际已经实现了14nm芯片的量产,但是无法实现高端芯片的量产,而台积电目前正在研究5nm工艺的芯片。为了打破美国的技术垄断,实现芯片的国产替代,越来越多的国产企业进军半导体产业,发展趋势最为可观的就是武汉弘芯。
            
            
            
武汉弘芯在2019年举办了光刻机设备进厂仪式,在短短的两年时间里,武汉弘芯就取得了显著的成绩,并且打脸了竞争对手。为此,武汉弘芯被人们视为“民族之光”。然而,武汉弘芯进口的光刻机不仅没有如期投入量产,反而抵给了银行。
            
这一行为令人无法理解,武汉弘芯很缺钱吗?根据项目投资计划显示,武汉弘芯在半导体产业的投资总额达到了1280亿元,在重大在建项目中的占比是最高的。然而,武汉弘芯并不满足现状,他甚至认为台积电、中芯国际有的,武汉弘芯也要有。
            
只是半导体产业的本质与房地产业不同,仅仅依靠研发投入,根本无法促进半导体产业的发展,何况半导体是一个技术密集型产业,需要经验丰富的人才带领,否则无论投入多少资金,都无法取得巨大突破。为此,武汉弘芯邀请了蒋尚义担任公司的CEO。
            
            
            
不仅如此,武汉弘芯通过高薪聘请了许多技术人才、工程师。按照这种趋势发展下去,可能武汉弘芯未来几年可以达到全球先进芯片制造水平了。然而,武汉弘芯的芯片项目建设在2018年突然没了下文。究其原因,主要是因为资金不足。
            
不仅建厂的资金无法如期而至,甚至亏欠了施工队的工钱。正是因为如此,武汉弘芯去年遭到了武汉一家工程分包商的起诉。为了偿还债务,武汉弘芯在无奈之下只能抵押了最新引进的ASML 1980Di光刻机。经过调查发现,ASML 1980Di光刻机并不是最先进的。
            
            
            
这台光刻机需要经过曝光、工艺适配两个环节,才能实现7nm芯片的制造,而且以武汉弘芯目前的实力,根本无法在短期内制造7nm芯片。根据种种迹象表明,武汉弘芯只是一家普通的半导体企业,根本不像媒体所说的“民族之光”,那它怎么可以活到现在呢?
            
根据资料显示,武汉弘芯拥有北京光量蓝图科技公司这座靠山,公司有两大股东,分别是李雪艳、曹山。但是无论如何,最终的结果都是大同小异的,公司的半导体项目频繁受到打击。成都的格芯公司由于经营不善,最终面临停产停业,这一项目至少投资了100亿美元。
            
            
            
除此之外,南京的德科码晶圆厂项目因为引资失败,最终只能申请破产。2017年,北京光量蓝图科技联合武汉东西湖工建立了武汉弘芯,注册资金达到了20亿元,北京光量蓝图科技的持有股份达到了90%。由于建设体量庞大,因此很快出现了亏欠工程费用等问题。
            
当人们都在期待大股东的投资尽快到达时,公司修改了章程,导致工程停滞、工程欠款等问题接踵而至。在这种情况下,一些小股东终于熬不住了,随即武汉东西湖区发表了一篇报告,指出了弘芯项目存在的资金不足问题,它们随时都会因为资金断裂导致项目停滞。
            
            
            
要知道,半导体产业的发展规律较为特殊,不仅需要投入大量资金,还要许多专业人才、工程师等。因此需要循序渐进,一步一个脚印。如果想要弯道超车,那就要掌握顶尖的驾驶技术,否则只会出现“翻车”。
            
总结
            
关于1280亿大项目的来路,存在一定的蹊跷,武汉弘芯究竟是“民族之光”还是“惊天巨骗”?虽然需要投入大量资金,但当号召芯片产业不断兴起之际,最先出现的基本都是“骗子”。至于真相如何,时间会告诉我们答案。

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Jefferylot 发表于 2021-12-24 18:37:27 | 显示全部楼层

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IssacmEt 发表于 2021-12-24 19:48:18 | 显示全部楼层

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Jefferylot ??? 2021-12-24 18:37
Online casinos and betting sites - they've long been, and likely always will be, part of the Interne ...

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