Start from 1980

Chapter 854 Combination Fist

Whether it is the current computer technology, semiconductor revolution, information storage, or the future Internet technology and 5G revolution, they are all battlegrounds.

Only in the 20s, people used punching technology to record information, and IBM's puncher sales accounted for 30% of the company's profits, not to mention the rapid development of tapes, disks and chips.

In the past few years, the United States has thrown a perfect combination of punches, making the Japanese players who have a good life want to die.

The combination of the "Semiconductor Agreement" and the "Plaza Agreement" to force the appreciation of the yen has allowed the yen to appreciate but cannot export at low prices, resulting in internal competition among domestic chip manufacturers in Japan.

At the same time, Uncle Sam also nurtured a little brother - Korea.

South Korea officially passed the "Semiconductor Industry Comprehensive Development Plan" in 1981. With the support of the government, the four major chaebols, Samsung, Hyundai, LG, and Daewoo, gradually became the foundries of IBM, TI, and Intel, and gradually possessed the ability to manufacture DRAM.

Among them, Samsung bought the technology of Micron and CITRIX, and set up two independent R&D teams in South Korea and Silicon Valley to introduce and absorb technology, leaving only 2 years behind the technology gap between Japan and the United States.

However, due to continuous high investment and dumping by Japanese manufacturers, the cumulative loss of Samsung Semiconductor reached 1986 million U.S. dollars in 3. You must know that a Boeing 737 that year was only 3000 million U.S. dollars.

In 1986, when the US-Japan semiconductor battle was in full swing, the critical moment was when the US secretly provided technical support to the Korean semiconductor industry through IBM and Intel.

Due to the anti-dumping duties imposed by the United States on Japan, the sales of 256K DRAM produced by Samsung increased significantly, and Samsung Electronics achieved profitability in 1987.

Subsequently, Korean semiconductors represented by DRAM began to take off, but there are still four or five years before the real take-off time.

Su Chen didn't plan to produce these by himself, because he didn't have the technology in this area.

But he has money.

He intends to directly block the upstream, and if possible, firmly control the three semiconductor materials of fluoropolyimide, photoresist and high-purity hydrogen fluoride.

Because on the Independence Day of the United States on July 2019, 7, when South Korea continued to press Japan on labor compensation issues, Japan suddenly announced restrictions on the export of fluoropolyimide, photoresist and high-purity hydrogen fluoride to South Korea.

Only three kinds of semiconductor materials are tightly strangling South Korea's throat.

All three materials are essential in the manufacture of semiconductor folding screens and chips.

Therefore, Shengshi should cooperate with the Japanese in the future, and then continue to short the Japanese stock market secretly, and eat away these industries when the economy collapses.

Because of the division of labor and research and development of the "VLSI Research Group" established in the 70s, Japan has mastered almost all key technologies of the semiconductor industry chain.

In addition to the above materials, Tokyo Electronics holds 9% of the global share in the field of coating and developing equipment, DISCO holds the largest share in cutting equipment, Shin-Etsu Chemical and SUMCO hold 60% of the world's silicon wafer supply, etc.

These technologies have become the basis for Japanese semiconductors to live and work, and they have also become the buttons in the hands of swordsmen in the trade war, deterring every player in the industrial chain.

Of course, Japan is also very smart.

But Teacher Su also has an old classmate——Owada Masako. Although she has not married into the royal family, her father works in the Ministry of Foreign Affairs.

To do business with the Japanese, you need not only money, but also other things.

After all, if you want to fish, you must have bait.

At this time, it was in the early stage of the bubble crisis, and Japan's various economic indicators were still very good, and the people still did not notice any abnormalities.

Real estate and stock speculation are still very profitable.

But behind this is the real industry, the crisis of the manufacturing industry.

When the yen continued to appreciate and housing prices, labor costs, and production costs soared, the manufacturing industry could no longer hold on.

Usually, when I have no money, I borrow from the bank. These manufacturing companies also think so. As a result, the bank spreads its hands. I have no money, and the money flows to the stock market and the property market.

Without the money, production cannot proceed.

Yep, a lot of business went bankrupt.

Therefore, Su Chen planned to play a combination of punches, that is, to short the stocks of those companies first, and let them go to the bank for loans.

But at this time, the Bank of Japan had no money to lend, and was planning to recover the loaned money.

In the early years, in order to expand domestic demand and stimulate consumption, the wealthy Japanese government began to invest heavily in public utilities.

Whatever burns money, come here, repair roads and bridges!
Bridge across the sea, repair!

Undersea tunnel, repair!

Reclaim the sea to build a port, do it!

According to statistics, a total of 291 trillion 3439 billion yen has been thrown out in this way in recent years, but it is not enough, so in order to make people have money to spend, the Japanese authorities slapped their heads: yes, cut interest rates!
Whether it's a deposit or a loan, it's all down!
In addition to cutting interest rates, print more money and then sprinkle it on the market.

These people's fierce operations not only increased debts, but also squeezed consumption.

In addition, Su Chen also plans to get in touch with her father through his old classmate Masako Owada, and then get in touch with the Governor of the Bank of Japan Mie Noyasu, so that this buddy will take the initiative to poke the bubble.

In this way, as long as the money flows back to the bank, even if there is little gain, once there are fewer people investing in stocks and real estate, the stock and real estate prices will start to fall.

Foreign rich people see that there is no investment value, and when they start to withdraw, it will accelerate the collapse of the property market and stock market.

Many Japanese borrowed loans to speculate in real estate and stocks. Once the stock price collapsed, they went bankrupt. Once they went bankrupt, the banks were in trouble because they could not get their money back.

Under the chain reaction, by then, there will be bankrupts everywhere, enterprises, property market, stock market, banks, individuals...

These two routines, no matter which one, can accelerate the bursting of this bubble, and I can benefit from it.

As for whether Mie Yekang heard or not, it doesn't matter, because he will burst the bubble himself, it's just a matter of time.

Instead of letting him take the initiative to poke, it's better to remind him yourself. If he doesn't poke, then he can come out with a wave of sarcasm: Tell you not to listen to me.

And at that time, Minsheng Bank can also play the role of savior, and get a few votes from it.

Just like the bailout in Hong Kong.

Therefore, insisting on taking Standard Chartered at the beginning will not only increase its influence, but also have many invisible benefits.

After deciding on his ideas, when Su Chen was about to go to England, he stopped by to contact Oda and Masako to get in touch.

After all, when we parted at the beginning, he even made a divination for this girl, and now the divination has come true, maybe she has thought of the few words he said at the beginning, and Su Chen also said that she would go to another country when the time comes study abroad.

After deciding on a strategy, Su Chen approached Bernice to arrange short selling of Japanese companies such as Morita Chemical, Tokyo Ohka, Ube Industries, Shin-Etsu Chemical, and DISCO.

As for Tokyo Electronics and SUMCO, neither of them have been established yet.

Although things like fluoropolyimide are not very useful now, this thing is known as one of the most promising engineering plastics in the 21st century and has broad application prospects.

If you can hold it in your hand, you can't let it go.

After arranging this matter, because it was getting late, everyone went out to eat.

Just came downstairs...

(End of this chapter)