My Fintech Empire
Chapter 860 [There are many speculations]
"Speaking of these things, Microsoft founder Bill Gates also publicly stated in the media recently that he believes that North America will never be able to prevent China from possessing powerful high-end chips." Tian Jiayi recalled.
"Haha..." Fang Hong smiled and said slowly and leisurely with a bit of comfort: "Gates still has a better reputation than other old and American rich people in China, but he can say this to a large extent. Because the Microsoft he founded is one of the most successful players in the 'dumping' strategy, and seeing that Xingyu Technology is also developing a PC operating system, he is afraid that it will happen, but overall his remarks are sincere and pragmatic at the strategic level. .”
Microsoft's Windows system, Office software and other products have adopted a very laissez-faire strategy towards individual consumers' piracy for a long period of time. This is one of the important reasons why domestic related products have been slow to develop significantly.
There once was a president of Microsoft in the Greater China market who wanted to crack down on piracy. Microsoft headquarters thought he was just talking casually, but they didn't expect that he was going to take action. As a result, Microsoft headquarters fired him directly.
To this day, Microsoft's Windows operating system is still the basic foundation of the PC ecosystem, and its ecological advantages are quite solid.
It’s just that since Xingyu Technology’s chips for the STAR series of mobile phones were suppressed and blocked, the company began to develop in a diversified direction in order to find new growth points. It not only entered the field of new energy vehicles, but also made PC tablets. This PC side There are also teams working on the operating system, which is obviously not the result Microsoft wants to see.
In fact, the Internet industry has the special characteristic that the marginal cost approaches zero infinitely. The experience of dumping strategies cannot be fully applied to the semiconductor industry. Objectively speaking, the Internet industry in which Gates works has its own particularities.
Software research and development costs a lot of money. However, once the research and development is completed, the cost of copying is extremely low. The server cost required for adding a single user on the Internet platform is so low that it is almost negligible, and the marginal cost is infinitely close to zero.
This results in a very low cost for the Internet software industry to implement a dumping strategy, while the long-term benefits are extremely high. This is a major factor in Microsoft's Windows success in the Greater China market.
But at this moment, Fang Hong threw the tablet in his hand to the side and said after the sofa: "Recently, the technology of lithography machines has achieved a major stage victory, which is commendable. However, we will not open champagne at half time. We still need to Keep working hard and forge ahead. When the first high-end chip produced entirely by the domestic semiconductor industry chain comes out, that will be the time to celebrate. When the time comes, celebrate with Maodi, not champagne."
There are three main difficulties with lithography machines, namely "light source", "mirror group" and "duplex stage".
Regarding the duplex platform, the cooperation with Harbin Institute of Technology is progressing quite smoothly and is about to be completed.
The biggest problem is the light source. Now the light source problem has achieved a staged victory and is almost solved.
Then there is the issue of the lens group. The processing technology of this piece is also being solved simultaneously, and the progress is smoother than expected.
This has to be mentioned. Fang Hong approved the Natural Science Foundation to give a huge budget of 100 billion to the "Survey Space Telescope" project. This budget can even carry out two "Sky Mirror" projects. It is not necessary to spend such a huge sum of money. Just to send a telescope all the way to the Lagrange point to see the stars.
The lens technology of this space telescope is also extremely demanding, otherwise it will not meet the accuracy requirements. The polishing process of the lens assembly is also a cutting-edge technology. The survey space telescope project and the lithography machine seem to be two industry fields that have nothing to do with each other. However, some of the technical nodes are common, which is reflected in the reserve of technology and the cultivation of talents. The lithography machine will eventually benefit.
The three major technology nodes of lithography machines currently all have feasible paths, and they have all made substantial progress, and some key stuck points have also found breakthroughs.
The overall breakthrough is only a matter of time. Fang Hong estimates that the photolithography technology node in the semiconductor industry will complete the breakthrough task in 2015 next year. By 2016, the first fully independent production line will be launched, and it can be launched in 2017 at the latest. Achieve full mass production.
This is about a year earlier than the time point he expected in 2018. If it continues at this smooth pace, it is almost certain that it will reach the most advanced level of the world's semiconductors by 2018. Considering the impact on competitors, opponents The steps forward may be reversed, and if we don’t advance, we will retreat. Maybe we will be far ahead by 2018.
…
The time comes for Monday, November 17th.
However, in the capital market these days, Big A opened higher and moved lower today. The Shanghai Composite Index finally closed at 2472 points. Last week, because of Fang Hong’s Weibo, the A-share market staged a short squeeze the next day, and the market soared by more than 5 points. percentage point.
However, after breaking through 2500 points, it did not maintain the upward momentum, but entered the adjustment stage.
The matter of wealth funds was not that fast. After the mood was high that day, short-term funds made huge profits, which was reflected on the market as a correction.
The hot spot that the outside world has paid attention to in the past two days is no longer a matter of wealth funds. The hot spot has passed for several days and has been replaced by a new hot spot, and this new hot spot is also closely related to the galaxy.
This hot topic is news in the semiconductor field. The speeches of the CEOs of international semiconductor manufacturers in Europe and the United States in the past two days have confused many domestic industry insiders and the general public.
Because their attitude seemed to change a bit quickly, it took a while for everyone to adapt.
Obviously, the public does not know about the affairs of New Micro Semiconductor. Fang Hong only spread the news to those international semiconductor manufacturers. The news has not spread yet. Even many people in the investment circle have not been informed. The private news is even more lagging behind. , still completely unaware of this.
This makes many netizens feel a little bit weird. For example, the president of ASML, the giant lithography machine company, was the most cheerful in the first half of the year. He also made some outrageous remarks, threatening to copy you the drawings. There is no way to build a photolithography machine. Faced with such sarcastic and contemptuous remarks, many netizens in China are unhappy, but they can't refute it for a while, because you really haven't built it, which is very frustrating.
But for such a person with excellent sarcastic skills, his change of tone in the past two days can be called a 180-degree turn, which made many netizens jump to their waists. He actually said something like "We are too self-righteous." A rare statement of humility.
Including the latest public remarks made by the president of the North American Semiconductor Association, even Microsoft founder Bill Gates has spoken out and said that North America will never be able to prevent the eastern powers from obtaining powerful chips...
With remarks like this, even those who are not in the industry can clearly feel that the attitude of these foreigners is undergoing a major change.
…
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