1991 Starting from the core

Judging from Su Yuanshan's support for immersion lithography technology, we know that Su Yuanshan does not believe in F2 light sources at all...

Even if a technological breakthrough can be achieved, the various aspects involved in that thing are too wide, and it can almost be said that it is completely incompatible with the current ARF. Production and modification costs are extremely high.

Of course, if F2 light source is the only solution, then forget it. Before EUV was realized, there was finally some wavelength progress, right?

But as long as Lin Benjian's immersion lithography is completed, the wavelength can be shortened from 193nm to 134nm at very low cost...

When the time comes, it is obvious who the market will choose.

Everyone laughed for a while and talked about yesterday's news broadcast.

"It seems that the country has forgotten the guidance of Ming Sheng Da Cai." Su Yuanshan smiled and shook his head: "You are not afraid of being remembered by others with such a big fanfare."

"Haha, you don't understand the country's mentality."

Zhou Boguang laughed, picked up the tea cup and took a sip: "We are currently in the third or some round of WTO negotiations with the United States."

"Oh? Are you talking again? How's the talk going?" Su Yuanshan was slightly startled.

It stands to reason that he should be the most knowledgeable about the progress of the WTO. After all, he has a special relationship with Yang Yiwen's family. It's just that he's been too busy recently, and he knows that this thing will probably not be negotiated - historically, didn't negotiations always wait until 2001?

"It is said that this time it is almost done. The country plans to make concessions in the semiconductor field in exchange for protection in other aspects." Zhou Boguang laughed: "If the negotiation is really successful, then foreign chips will be cheaper in the future. For us ...It’s a lot of pressure.”

Hearing this, Su Yuanshan quickly took out his mobile phone and dialed Yang Guangliang's number.

During the phone call, Yang Guangliang did not disclose too much information, perhaps because of regulations, but confirmed that the negotiations this time were mainly focused on the fields of semiconductors, electronic products, and automobiles.

Basically, it is hoped that the relative openness of semiconductors will be exchanged for relative protection of electronics, electrical products and automobiles. And...other aspects of lockdown lifting.

After hanging up the phone, Su Yuanshan frowned slightly and thought for a long time.

"It seems that the country's confidence in us is sufficient."

"Well, as of last month, our self-production rate of semiconductor components has been close to 40%, and in terms of service life, it is also infinitely close to foreign components - if the country does not open up, I am afraid it will not be long. , Old Americans and others can’t get in even if they want to.” Since Zhou Boguang became the director of Huajing Semiconductor Research Institute, because of his age, he gradually left the front line of scientific research and began to pay attention to the entire semiconductor industry.

He is currently also the president of the Domestic Semiconductor Industry Association. He can be said to have a better understanding of the specific situation of the domestic semiconductor industry than Su Yuanshan.

Su Yuanshan pondered for a few seconds and then nodded slowly.

Yes, compared to the previous life, the country first launched 908 to support Huajing, and then launched 909 to build the core city Wuxi, plus Yuanxin and Deyuan, as well as Hongxin, which provides low-end lithography machines without any threshold. Core... Domestic production capacity finally made a big leap and explosion this year.

Coupled with the shrinkage of the semiconductor industry in Southeast Asia, Japan and the United States caused by the semiconductor winter and the Asian financial turmoil, the domestic self-sufficiency rate of semiconductor components has risen directly from 20% last year to 1%. Forty - note that this is the entire semiconductor component, not the chip.

If we talk about chips alone, the self-production rate has exceeded 60%. And the most imported items are memory chip particles.

In other words, in the domestic semiconductor market, more than half of the market share is currently captured by domestic manufacturers.

With the birth of Hongxin's dual workpiece stage lithography machine, it can be expected that the self-production rate of domestic semiconductor components will further increase in the next two years...

By then, even if we open up the country and let the Americans in, I am afraid they will not be able to get in.

Moreover, even if we join the WTO and reduce tariffs, if foreign chips want to enter the domestic market... they may not be able to do so.

——The two domestic giants, Deyuan and Huajing, one high and one low, have grown into giants in the country. Even the old wafer fab on the island, UMC, no longer dares to say that it is comparable to Deyuan, but is comparable to Huajing.

Therefore, if foreign giants want to enter the domestic market and compete with domestic wafer fabs, they may have to enter the country and establish joint ventures in domestic factories...

…

After sorting out these relationships, Su Yuanshan couldn't help but laugh: "It seems that the big boss is afraid that our lives will be better..."

"Haha, there must still be a window period. It is impossible for the country not to give us time to develop."

"...Well, that's right. But, I do hope to join the WTO as soon as possible and start fighting soon!"

"Oh?" Zhou Boguang looked at Su Yuanshan: "What black technology do you have?"

"...No. Haha, I just hope that we can see Intel building a factory in China, and it will be the most advanced one."

——The national policy on dual-workpiece lithography machines has been introduced. In principle, Hongxin is a company that provides undifferentiated services to all wafer fabs in the world.

But in reality, priority is still given to local companies.

This local enterprise naturally includes various joint ventures.

But by establishing a joint venture, the competitiveness is certainly there. Investable...isn’t it coming too?

*

*

In the next few days, the number of foreign guests from the provincial capital suddenly increased...

Most of these people are here for Hongxin, and their identities are naturally the purchasers of various semiconductor companies and fabs.

Hongxin also enjoyed the treatment of being stepped over the threshold.

The impact of dual workpiece stage lithography machines on the semiconductor industry does not end there.

After the National Day, LG signed a cooperation agreement with SK, Yuanxin, and Deyuan with unusual speed, and SYD merged the LG semiconductor department. On the day of the merger, SYD's orders were included in Hongxin's production plan list.

The following week, Hyundai Electronics also completed its merger with SK Telecom. Together with Yuanxin and Deyuan, we established Red Light Storage in Shanghai.

Red Light Memory will use Hynix's memory technology and Deyuan Semiconductor to launch close cooperation and take the lead in starting DRAM research and production in China.

Its establishment marks the last piece of the domestic puzzle to formally enter the semiconductor puzzle, DRAM. Once the puzzle is completed, the domestic semiconductor chip self-production rate will reach a higher level.

And all of this happened in just a short period of half a month, making people dizzy and unable to recover at all.