1991 Starting from the core

"Why are you still considering it?" Zhou Boguang looked shocked.

But then, he woke up.

Although he has been staying at Hua Jing's research institute, Zhou Boguang is not the kind of person who has never seen political struggles. After a moment of consideration, he gave the guess that is closest to his true thoughts.

"One mountain cannot tolerate two tigers? Or?" he asked tentatively.

"Maybe." Su Yuanshan chuckled: "Not to mention the old companies, they are still the leader in the field of lithography machines. I heard that they do not want the dual workpiece stage to be mastered by Shodu Precision, and plan to build the dual workpiece stage .”

"...But this doesn't prevent them from joining the EUV alliance, right?"

"Why is it not in the way? Ultra-precision mechanical design talents are treasures wherever they are placed. There are 1.3 billion people in the country, and they can only support Macron and Shoujing - and these are poached from all over Asia. The result. Perhaps in Nikon's view, the Asian semiconductor industry alone cannot handle EUV. And they may also feel that entering the same club as Acer will lead to technology leakage..."

Su Yuanshan shrugged as he spoke, with a hint of joking: "I have to say, Nikon is quite pragmatic."

"..." Zhou Boguang was speechless for a few seconds: "What a fucking fool, there's no place for anyone we want to enter..."

"Uncle Zhou, I won't lie to you, I actually understand Nikon quite well."

"Um?"

"Because I have no idea." Su Yuanshan squinted and took a few breaths: "We all know the principle. It's nothing more than using a high-energy carbon dioxide laser to hit the tin droplets, turning them into plasma and radiating EUV at the same time - this has already been done It is no longer a laser, and then it is collected, adjusted, and exposed... But if you really want to implement and use it, who knows how much hardship you have to go through? We hope that Nikon will come in, and we also hope that Nikon can rely on its many years of experience in lithography machine design and manufacturing. There is a way... Now it seems that Nikon feels there is no way."

"Decay." Zhou Boguang gave an accurate description.

Su Yuanshan laughed: "Do you think everyone is like our country's technology companies?"

Zhou Boguang also laughed, exhaled a long breath, and said with emotion: "We... are stuck, and we are frightened by being decades behind. I didn't talk about it if I didn't have a chance before, but now I see there is a chance. , even if your body is broken into pieces, you still have to fill it in!"

"Yes! Yes!" Su Yuanshan also took a breath, feeling proud: "So let's fill it out first - Uncle Zhou, I really suggest that you don't be blind. Technical upgrading is of course important. But for you, market position is more important, especially during the Internet explosion."

"In the next five to ten years, there will be a large demand for semiconductor chip processing. Aren't there already companies in Wuxi that are engaged in memory and flash memory particles? Don't think about how much money you can make from startups at the beginning, as long as these companies can Survive, no matter mid-range or low-end, there will always be room for them to survive.”

"The domestic market is huge, and the international market is even bigger. Deyuan and Huajing are not in an antagonistic competitive relationship, but are working together to make the semiconductor market bigger and make the domestic semiconductor market a global partnership."

Zhou Boguang listened to Su Yuanshan's heartfelt words and was silent for a long time before he stood up with a smile.

Su Yuanshan also stood up.

"Come on!" Zhou Boguang patted him on the shoulder.

Su Yuanshan smiled slightly: "It never stops."

"Well, okay - by the way, even if Yuanxin is very wealthy, we can actually ask our superiors for some policy support."

"I understand that the superiors have given us a lot of tax deduction quotas this time."

"That's good."

*

*

After sending Zhou Boguang away, Su Yuanshan had no intention of checking the PPT for a while. Holding a cup of coffee, he stood outside the floor-to-ceiling window and looked at the ever-changing city, but his thoughts drifted to Silicon Valley.

Last time he moved from Canada to Silicon Valley, and then to Seattle, he mainly hoped that the two brothers Gates and Jobs would come to support him.

But both of them... refused.

This is of course not a problem with the relationship between Su Yuanshan and Jobs, Gates - no matter how busy he is, Su Yuanshan still keeps in touch with them through emails, sometimes discussing technology, sometimes discussing the economic situation, and sometimes just chatting. . In short, there were no problems in their friendship.

Gates rejected Su Yuanshan, Su Yuanshan could understand. After all, Microsoft launched its own mobile phone, so to praise itself is a bit too much.

But Jobs also apologized via email after he returned to Hong Kong, which is a bit interesting.

Is the iPhone going to come out early?

Wen Xiaoqian's voice broke his thoughts.

"Mr. Shan, Mr. Haruta from Toshiba would like to meet with you..."

"Uh..." Su Yuanshan looked back at the notebook and smiled bitterly: "I should come back on the third day."

Wen Xiaoqian smiled and shrugged: "Where is the appointment?"

"Just go to the tea room upstairs, and ask if there is anyone else around him. Why don't I entertain him too..."

"OK."

Mr. Haruta, President of Toshiba Semiconductor, can be regarded as the representative of NEC Asia Alliance and the person who made every effort to promote this matter. That night, he conveyed Nikon's final decision to Su Yuanshan.

Su Yuanshan expressed his understanding.

…

The next day, the first Asian Semiconductor Summit officially opened.

In addition to the semiconductor giants who are well-known in the industry and often appear in newspapers, the members attending the meeting also gathered together, including countless "small" companies that ordinary people have no name at all and have never even heard of.

From the most upstream EDA, to chip design, to wafer factory, packaging and testing factory, to silicon wafer factory, to photolithography machine, to etching machine, to mask factory, to photoresist... Put it this way, you By running around the venue, you can start from scratch and capture the entire industry chain.

In addition, in the downstream field, there are also many companies that do not belong to the "traditional" semiconductor industry.

This group of people is headed by BOE and represents the rising LED industry.

Putting aside the LED crowd, in the traditional semiconductor industry chain, the one that best embodies the "integration" status is naturally none other than the wafer fab.

Therefore, on the first day, after the leader’s opening ceremony, it was only natural that the world’s largest foundry, Deyuan Semiconductor, should conduct the opening ceremony.

On the rostrum, Zhang Rujin spent 45 minutes summarizing the development of semiconductors in the past few years, and then also pointed out the fact that the semiconductor industry chain will become more and more specialized and cooperative. Finally, he said, I hope that the Asian semiconductor industry can truly move forward and grow together.

Next to Deyuan's speech was NEC from Niguo.

Compared with Deyuan's opening, which must have the mission of looking at the overall situation, NEC focuses more on introducing NEC's recent development and technical direction - after all, the entire summit's speaker list is limited, and the total number of speakers is only number 12. What's more, one of the purposes of participating in the summit is to expand influence and enhance cooperation.

Frankly speaking, the technology displayed by NEC was really good, but Su Yuanshan in the audience felt a little emotional.

——Once upon a time, this was the most powerful semiconductor company in the world, the boss who dominated the list of global semiconductor companies for ten years! !

In today's ranking of global semiconductor companies, NEC has fallen out of the top five. As a former overlord, it has to stand on the level of the entire semiconductor industry to make empty claims, right?

As a result...it came to do marketing!

Su Yuanshan was keenly aware that the Ni country friends around him were also quite dissatisfied with NEC's performance.

Fortunately, the performance of Toshiba, which followed closely behind, saved the country's semiconductor industry.

After Toshiba "lost" the opportunity of flash memory, it learned from the pain and quickly adjusted its strategy. Because it held the original patents, it reached a lot of patent exchanges with Yuexin, and then focused on flash memory particles, although it is still inferior to The eldest, Yuanxin, and the second, Intel, have finally caught the last train of the flash memory explosion and become the third largest supplier of flash memory particles in the world. Especially in the Niguo market, which is superstitious about its own country... With the popularity of USB flash drives and MP3s, it can make a living just by relying on the Niguo domestic market.

Therefore, Haruta talked about the importance of storage device speed during the period of rapid growth of PCs and digital products, and gave a ratio curve between unit storage capacity and cost.

Springfield predicts that within the next five years, the cost of flash memory will drop to US$1 per GB.

This made Su Yuanshan look at him with admiration - because Yuan Xin's prediction was the same.

Even though Yidoo4 currently only has 512MB of onboard flash memory, as soon as it breaks through the 3D architecture and TLC, the cost will drop exponentially.

This also shows that Toshiba still has two brushes technically.

After the company representatives finished speaking in the morning, there was a group dinner at noon, and the adjournment period in the afternoon - which was also a time for people to communicate freely.

A summit is also a meeting. How can we call it a meeting if we don’t have food and drinks?

…

Two days later.

In the first two days, "traditional semiconductor" companies were giving speeches. Wang Dongsheng and a group of people working on LCD panels in Niguo were all listening to Xuanlongmenzhen - after all, their raw material suppliers are not the same as traditional semiconductors. In other words, the intersection of the first generation of semiconductors is actually not much.

But on the third day, Wang Dongsheng opened the show as an "emerging force".

He first introduced himself, and then went straight to the topic, introducing the current situation and development of LED from the perspective of the entire LED industry. He also introduced BOE’s current main R\u0026D objects and the progress of related technologies, and made suggestions for the future. predict.

Half an hour later.

Wang Dongsheng is ready to end his speech.

"...A long time ago, an outstanding entrepreneur proposed that in the field of digital products, the chip is the brain and the camera is the eye."

Wang Dongsheng was slightly excited at the beginning but now he has completely adapted to it. He turned his back to the curtain, turned the remote control pen around in his hand, and looked at the audience with a smile.

On the curtain behind him, a PPT showed a simple picture of a mobile phone. Box explanations are given for the camera and chip.

In the audience, Su Yuanshan smiled and shook his head - Lao Wang still seemed a little stage frightened.

"What's that screen?"

Wang Dongsheng looked at everyone.

Of course, no one must have answered him - this was not a classroom spot check.

"World, world."

"It is a platform for us to present all our whims and ideas, and it is also the most sincere expression of human-computer exchange between PCs and digital products."

"So we believe that the LED industry and the traditional semiconductor industry complement each other and achieve each other."

"thank you all."

…

After the applause ended, Zhou Boguang, the vice president of the Domestic Semiconductor Association, the host of the summit, and the director of Huajing's Semiconductor Research Institute, stepped onto the stage with vigorous steps especially for Zhou Boguang, who dyed his hair black this time.

"Thank you Mr. Wang Dongsheng for your wonderful speech, new development direction and thinking." Zhou Boguang looked at the audience and nodded to Wang Dongsheng who was about to sit down.

Wang Dongsheng quickly clasped his hands and returned the salute before sitting down.

Zhou Boguang shifted his gaze and looked at Su Yuanshan, who was already sitting up straight. He smiled slightly and said without any nonsense: "The next speaker for us is Mr. Su Yuanshan from Yuanxin."

The applause sounded like thunder.

Amidst the applause, Su Yuanshan stood up, bowed slightly to the crowd behind him, and then strode onto the front stage.

Zhou Boguang deliberately stayed behind the podium for a few seconds. When Su Yuanshan walked onto the podium, he stretched out his hand and shook Su Yuanshan's hand tightly, then gently patted the back of Su Yuanshan's hand with his left hand, and then left the stage with peace of mind.

Su Yuanshan glanced back and saw that after the technician in charge of PPT made an OK gesture, he gently pressed the remote control pen.

The theme of his speech was displayed on the PPT behind him.

"The Future of Semiconductors"

Under the stage, the participants from Ni Country, Bang Country, and many Southeast Asian countries who had already received the speech drafts—in any case, those who could not read Chinese characters—opened the pages that they had read several times and had been translated into their native languages. report, and at the same time tidied up the headphones for fear of missing the simultaneous interpretation.

"First of all, I would like to thank everyone for coming to Shanghai and being able to gather here - it seems that I am the fourth person to express my gratitude. But don't worry, I am the last one."

Su Yuanshan made a little joke right at the beginning, which made everyone in the audience smile.

In the audience, Li Mingliu and Wang Chaoxin were sitting together. While they smiled knowingly, they also tilted their heads at the same time as if they were in sync with each other.

"The aura of Mr. Shan is just different." Wang Chaoxin lowered his voice and joked: "I was so nervous when I went up there, he was just like eating a bowl of wide noodles..."

"Well, this is really incomparable."

Li Mingliu originally didn't want to come, but for such a large department as the Shanghai Science and Technology Park, if he didn't show up, it would always be difficult to predict future cooperation. Moreover, after the YX architecture is separated, the one that can reflect the attributes of Far Core Semiconductor will be the Shanghai Science and Technology Park.

In both emotional and logical terms, he should show his face and chat with everyone.

On the stage, Su Yuanshan joked and then quickly got to the point. He pressed the remote control pen and flipped the PPT to reveal three subtitles.

Material.

technology.

application.

"Just a few minutes ago, Mr. Wang Dongsheng of BOE put forward the theory that the LED industry will intersect and be parallel to the traditional semiconductor industry - this vividly explains the relationship between the two. But in my opinion, Mr. Wang Dongsheng is still too much Humbled.”

Su Yuanshan looked at everyone with a smile.

“From my standpoint and my expectations for future technology and market, I would prefer to call the traditional semiconductor materials based on germanium and silicon the first generation of semiconductor materials – of course, germanium has been eliminated. "

"According to statistics, in the field of semiconductors, its proportion as a material has reached more than 95%. It is a well-deserved core material and the basis for the work of most of us here."

“But is it really going to monopolize the semiconductor market share like this forever, for eternity?”