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  • >>No. 863

    特に以下は重要

    ★世界のパワーデバイス市場の中でも、電圧が高い「中・高耐圧」、かつ、電力のロスが少ない「低スイッチング損失」が必要な分野の市場は、

    ★2025年までに世界で5000億円規模まで成長すると推定されている巨大なマーケットだ。

    ★NCTでは、現在販売しているエピウエハに加え、酸化ガリウムダイオードを2022年にも商品化すべく、開発と製品化を進めている。

    ★2023年には株式の新規上場(IPO)をすることも目標の一つだ。

  • >>No. 863

    現在、ウエハの生産は、タムラ製作所の敷地にある工場で実施している。出資者のAGCと連携した大量生産も視野に入れている。酸化ガリウムダイオードやトランジスタについては、大量生産の際はファウンドリに依頼し、ファブレスで展開したい考えだ。半導体のファウンドリは中国や台湾が有名だが、国内にも独自の強みを持つ企業がある。開発のやりやすさや生産量など、その時のNCTの状況に合わせて依頼先を選択する。

    一方で、コロナ禍の下では、国内半導体産業でも、万一の備えの必要性が指摘された。NCTは「サプライチェーン対策のための国内投資促進補助金」を申請し、採択されている。この補助金は、ウエハの製造に必要な設備投資に充てる計画だ。パワーデバイス製造用のシリコンカーバイドのウエハは現在、全量を海外からの輸入に頼っている。同補助金で設備を整え、酸化ガリウムのウエハを生産する。シリコンカーバイドのサプライチェーンに問題が生じる事態には同設備でNCTが代替の酸化ガリウムウエハを供給できるようにする。

    環境問題の解決に貢献

    ビジネス面で日本の半導体産業は劣勢に立たされているとはいえ、酸化ガリウムのパワー半導体への研究開発では、日本の研究チームが先行できた。それは世界でまだ誰も挑戦していなかったことに先んじて取り組んだからだ。倉又氏は「日本は材料や素材、化学分野ではまだ強さを失っていないと感じています。素材分野では、全く新しいものにチャンスがありますので、前例がなくても挑戦できる環境が重要」と語った。

    今後、日本の半導体産業が、酸化ガリウム半導体の応用展開で再度活性化するかどうかは分からない。倉又氏は「酸化ガリウム半導体の実用化がもたらす、省エネを通じた地球環境問題への貢献は、世界全体にとって意味があること。そのようなプロダクトが身の回りから出れば、うれしいし誇りに思ってもらえるのではないでしょうか」という。

    コロナ禍や米中貿易戦争で、20世紀後半に繁栄した自由経済や資本主義は曲がり角に来た、という見方もある。貿易戦争が激化・長期化すれば、ブロック経済が復活するかもしれない。先々の予測が難しくなる中では、グローバルなシェア競争にいかに勝つかではなく、事業の持続可能性など、競争力以外の観点が重視されそうだ。研究開発企業であるNCTでは、変化する中でも変わらない、普遍的な価値に貢献していく考え。

  • >>No. 801

    英文では掲載できなくなったため、主なところを和文で載せます①

    世界から求められるエピウエハ

    当初タムラ製作所では、酸化ガリウムLEDの開発をメインに、パワーデバイス用材料としての開発はNEDO等の競争的資金を用いて「副業」のように実施していた。海外にも前例がない取り組みだったため、競争的研究資金の確保は簡単ではなかったという。タムラ製作所のほか、京都大学、情報通信研究機構等が共同で研究に取り組み、当初は規模の小さいプロジェクトだったが、2014年には内閣府が科学技術イノベーション実現のために創設した国家プロジェクト「戦略的イノベーション創造プログラム」に採択された。

    一連のプロジェクトで、単結晶酸化ガリウムトランジスタの世界初の動作実証に成功し、酸化ガリウムエピウエハ(酸化ガリウムの結晶でできた膜を吸着させた基板)も試作した。これを発表したところ、世界中からウエハを購入したいという要望があった。そこで、タムラ製作所からのカーブアウトかつ、NICTの技術移転ベンチャーとしてNCTが生まれた。その後2回の増資を経て、AGCやJX金属、安川電機などの事業会社も株主となっている。

    現在販売している製品は、酸化ガリウム基板およびエピウエハで、これは企業や大学などにおける研究開発に使われている。また、公的研究機関の競争的資金や、企業との共同研究も資金源となっている。ただし将来はデバイス製品からの売り上げを見込んでいる。

    世界のパワーデバイス市場の中でも、電圧が高い「中・高耐圧」、かつ、電力のロスが少ない「低スイッチング損失」が必要な分野の市場は、

    2025年までに世界で5000億円規模まで成長すると推定されている巨大なマーケットだ。

    NCTでは、現在販売しているエピウエハに加え、酸化ガリウムダイオードを2022年にも商品化すべく、開発と製品化を進めている。2023年には株式の新規上場(IPO)をすることも目標の一つだ。

  • >>No. 800

    インタヴュー記事⑩

    On the other hand, under the Corona disaster, it was pointed out that the domestic semiconductor industry also needs to be prepared for any eventuality; NCT applied for and received a "domestic investment promotion subsidy for supply chain measures. This subsidy is planned to be used for the capital investment necessary for wafer manufacturing. The company currently relies on overseas imports for all silicon carbide wafers used in the manufacture of power devices. With the subsidy, the company will set up facilities to produce gallium oxide wafers. The facility will enable NCT to supply alternative gallium oxide wafers in the event of a problem in the silicon carbide supply chain.

  • >>No. 799

    インタヴュー記事⑨

    Currently, wafer production is being carried out at a factory on the Tamura Corporation site. The company is also looking at mass production in cooperation with AGC, an investor. As for gallium oxide diodes and transistors, the company hopes to develop a fabless operation, asking foundries to handle mass production. China and Taiwan are famous for their semiconductor foundries, but there are also companies in Japan that have their own strengths. NCT will choose the foundry that best suits its situation, such as ease of development and production volume.

  • >>No. 797

    インタヴュー記事⑧
    NCT's current products are gallium oxide substrates and epi-wafers, which are used for R&D in companies and universities. The company is also funded by competitive grants from public research institutions and joint research with companies. In the future, however, the company expects to generate sales from device products.

    In addition to the epi-wafers that we currently sell, NCT is planning to sell gallium oxide diodes by 2022. In addition to the epitaxial wafers that NCT is currently selling, the company is developing and commercializing gallium oxide diodes in order to commercialize them in 2022, and one of its goals is to conduct an initial public offering (IPO) in 2023.

  • >>No. 796

    インタヴュー記事⑦
    In 2014, the project was selected for the Strategic Innovation Program, a national project established by the Cabinet Office to realize scientific and technological innovation. In a series of projects, the team succeeded in demonstrating the operation of a single-crystal gallium oxide transistor for the first time in the world, and also developed a prototype gallium oxide epi-wafer (a substrate on which a film made of gallium oxide crystals is adsorbed). When this was announced, there were requests from all over the world to purchase the wafer. Therefore, NCT was born as a carve-out from Tamura Corporation and as a technology transfer venture of NICT. Since then, the company has increased its capital twice, and business companies such as AGC, JX Nippon Mining & Metals, and Yaskawa Electric have also become shareholders.

  • >>No. 794

    インタヴュー記事⑥

    Epiwafers in demand around the world

    Initially, Tamura Corporation focused mainly on the development of gallium oxide LEDs, while the development of materials for power devices was carried out as a "sideline" using competitive funds from NEDO and other organizations. Since there was no precedent for this approach overseas, it was not easy to secure competitive research funds. In addition to Tamura Corporation, Kyoto University, the National Institute of Information and Communications Technology, and other organizations collaborated on the research, and although the project was initially small in scale, in 2014 it was selected for the Strategic Innovation Program, a national project established by the Cabinet Office to realize science and technology innovation.

  • >>No. 793

    インタヴュー記事⑤

    The features of power devices using gallium oxide are that they can operate in harsh environments such as high temperature and high radiation, that there is little loss of power in the process of manipulating electricity, and that the manufacturing cost can be lower than that of rival new materials. It is expected to be applied in fields such as power transmission systems, trains, and electric vehicles where equipment voltage is high. If the new device can be used without loss of power, which is essential in all fields, it will save energy and contribute to environmental issues. As for applications other than power devices, there are possibilities for applications in 4K and 8K high-sensitivity image sensors, ultraviolet sensors, and scintillators for medical equipment.

  • >>No. 791

    インタヴュー記事④

    Currently, gallium oxide is attracting attention because of its potential as a material for power devices (semiconductor devices for electric power). Power devices are components that control electrical energy, and the ones currently in widespread use silicon as a material. Silicon carbide (silicon carbide) and gallium nitride have already been commercialized as new semiconductor materials for power devices. However, these materials have the disadvantage of high manufacturing costs.

  • >>No. 790

    インタヴュー記事③

    Power semiconductor materials from Japan

    NCT was established in 2015. The founding investors were Tamura Corporation, an electronics parts manufacturer, and domestic researchers who had been studying gallium oxide. The idea of using this material as a semiconductor was conceived by Japanese researchers, and Japan is leading the way in practical applications.

    Gallium oxide was originally researched as a substrate for light-emitting diodes (LEDs). In 2008, Tamura Corporation acquired Mitsunami, an optoelectronics company that had been developing gallium oxide LED substrates, and began researching this material. He recalls, "As I was working with the material, I began to think that it might have promising applications as a power semiconductor.

  • >>No. 789

    インタヴュー記事②

    Novell Crystal Technology (NCT) is a research-based venture company located in Sayama City, Saitama Prefecture. The company is developing manufacturing methods and applied products focusing on gallium oxide, one of the new semiconductor materials.

    Japan's semiconductor industry was the world leader until the early 1990s, but now it is falling behind China and other countries. Will Japan be able to regain its semiconductor-related business? Let's take a look at NCT's efforts to shape the future of Japan's manufacturing industry.

  • 倉又 朗人(ノベルクリスタルテクノロジー 代表取締役社長)の最新のインタビュー記事を載せます、ただし英訳します。
    驚くべき内容が語られていますので、慎重に、注意深く読み、皆様の投資の判断にお役立てください。
    皆様のどなたが想定されているよりも、膨大な市場規模も語られています。

    インタヴュー記事①

    Novell Crystal Technology has discovered a new power semiconductor material and aims to be the first in the world to commercialize it. The company expects to play a role in re-energizing the domestic semiconductor industry, and has won supply chain subsidies for Corona Damages. Furthermore, the company aims to contribute to a sustainable society through the practical application of devices with low power loss.

  • >>No. 944

    虎のオシッコさん~♪
    そんなんまったく気にすることないわよ~
    そんなん気にする神経質はちょっと病的だわぁ~!
    何があろうが上がるときは上がる~下がるときは下がる~♪
    本物ならば~何があろうが~結局は~とどのつまりは~上がって行ってしまうんよ~♪
    だいたい掲示板でも大きく儲かっている人間とそうでない人間はなんとなく分かるな~♪
    ま、そんなんどうでもいいが~!

    それはともかく~PKSHAがM&Aしたアシリレラの件だが~
    おそらく絶好調だゾウゾウの象さんの~贈だぞう~よろしくな~♬
    まったく同業者のような企業が絶好調の業績で~
    ファンディーノで新株予約権の募集を行ったみたいだ~
    ドンも申し込もうと思ったら~すでにキャンセル待ちになっていたよ~よろしくな~!!

    https://fundinno.com/projects/239

  • 2021/06/26 02:24

    I think so too. My prediction is also very close to his view. In particular, I expect to reach 3000 yen by the end of this year.

  • 2021/06/26 01:59

    But even if that were the case, the numbers are more of a buying frenzy! This is because they indicate that GaN semiconductors (gallium nitride) will disappear and be replaced entirely by Ga₂O₃ semiconductors (gallium oxide).

  • 2021/06/26 01:55

    For a variety of data on power semiconductors, it is best to refer to the data published by Omdia, a British research organization.

  • 2021/06/26 01:54

    That reading is completely wrong. The important thing to note is that the Ga₂O₃ semiconductor (gallium oxide) has overtaken the GaN semiconductor (gallium nitride). This is very important. This is very important because it predicts what will happen next. In other words, it suggests that the demand for Ga₂O₃ (gallium oxide) semiconductors will grow enormously even before the release of the Novel Crystal Technology IR.

  • 2021/06/26 01:49

    The truth is that the Japanese government is the most foolish one in the current situation of semiconductors in Japan. In recent years, it has become increasingly clear that whoever controls the semiconductor industry controls the industry, and whoever controls the semiconductor industry controls the nation.
    The United States will never allow the semiconductor industry to grow and flourish in China. For this reason, it is strongly encouraging Japan, South Korea, and Taiwan to do so. China has surpassed the U.S. in IT software technology, especially in the use of AI.
    In the future, power semiconductors will become a central issue in semiconductor security. The U.S. will never allow the rise of China. However, the United States will not allow Japan to win the war alone, but only in the peripheral areas such as semiconductor manufacturing equipment and inspection equipment. This is an area of concern.

  • 2021/06/26 01:31

    I am not sure about the stock price of Tamura Corporation (6768), which is appropriate for this Ga₂O₃ (gallium oxide) semiconductor material. The only thing I can say is that a stock price with a market capitalization of less than 100 billion yen is far too low.
    The reason for being trapped in such a stock price is, after all, technical factors. Short-sellers attacked the stock like a swarm of locusts, aiming at the action-reaction effect that a sharp rise is likely to lead to a sharp fall.
    This was due to the fact that the price was stopped twice in a row and the price limit measure was applied four times. The result was a lumpy, unstable situation.
    For the time being, stock prices will be affected and influenced by this ghostly dust, and the true value of the materials will not be demonstrated. Let's take a look at the stock price trend of Lasertec (6920) around 2016.

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