Rebirth 99 to become a car giant

Investment in wafer fabs can range from several billion yuan to tens of billions of yuan.

No matter which fab it is, it is definitely the favorite investment target everywhere.

After Nanshan Semiconductor announced on its official Weibo that it would build two wafer fabs solely, and then jointly build two more wafer fabs with Huawei HiSilicon and BYD, it immediately aroused a huge response.

4 wafer fabs, tens of billions of investments!

No matter where it is placed, it is the largest project in the area.

"Ronald, how is the information collection going?"

As the leader of Yangcheng City, Liu Tianwu definitely hopes that Nanshan Group can put the wafer factory in Yangcheng.

But this time, he did not rush to call Cao Yang directly. Instead, he planned to find out the situation first and then contact Cao Yang after prescribing the right medicine.

"The leader has basically figured it out."

"Mr. Cao should really be planning to do something big this time."

"The 12-inch wafer fab is expected to be built next to the existing Modu wafer fab and will be independently invested by Nanshan Semiconductor."

"There are three 8-inch wafer fabs, one of which was built by Nanshan Semiconductor itself, and the other two are in cooperation with BYD and Huawei HiSilicon."

"Among them, the one funded and built by Nanshan Semiconductor itself is expected to be built in Lingnan Province, and the one built in cooperation with BYD may be located in Chang'an City."

"As for the cooperation project with Warwick HiSilicon, it has not yet been decided, but it is most likely to be in Shanghai or Lingnan Province."

"So what we have the opportunity to fight for this time is two 8-inch wafer fabs, with an estimated investment of more than 10 billion."

As Liu Tianwu's right-hand assistant, Luo Yi is still very effective in doing things.

Being able to figure out the situation in a short period of time is not something that just any secretary can do.

The news he brought back also made Liu Tianwu very excited.

An investment of more than 10 billion yuan may be just the beginning.

You can't work too hard on a project like this.

"The land we prepared when we competed with the Magic City Fab has not been used for other purposes yet, right?"

The wafer factory occupies a large area, and the need for building new factories in the future must be considered, so land preparation is a very important factor.

"No, I've always kept it."

"This land is next to the Dongjiang River, so water is very convenient. There is currently a lot of vacant land around it, so land acquisition is relatively easy."

Luo Yi knew that Liu Tianwu would definitely ask himself these questions, so he had already made relevant preparations.

"Then quickly arrange for the relevant departments to take action. There is no need to wait for the final outcome of our discussions with Nanshan Semiconductor. We must first complete all the land acquisition procedures, and then arrange for the construction team to carry out the preliminary work of three connections and one leveling."

Liu Tianwu is still very courageous.

If we wait until everything is finalized before taking action, it will probably take some time.

It makes sense to act quickly now, seize the opportunity, and let Nanshan Group feel sincerity.

At the same time, he is also preparing to formally propose relevant preferential policies at the office meeting, so that Nanshan Semiconductor can feel the sincerity of Yangcheng.

Otherwise, if they try to save trouble and just stay in the Magic City, it will be a huge loss for Yangcheng.

…

"Mr. Cao, Leader Liu will invite you to dinner at the Galaxy Peninsula today. The private room has been reserved."

When it comes to communication between Cao Yang and Liu Tianwu, Mi Ying and Luo Yi are often the two secretaries.

With Liu Tianwu's status in Yangcheng, there was no problem in inviting Cao Yang to dinner.

"Leader Liu seems to be determined to win the fab this time."

Cao Yang naturally knew what Liu Tianwu's purpose was for inviting him to dinner.

The most exciting thing these days is that Nanshan Semiconductor's Magic City factory has been put into operation, and then there are rumors that Nanshan Semiconductor will continue to build several wafer fabs.

Such a big move is very rare no matter what country it is in.

Yangcheng can now successfully sit on the throne of the first GDP, and Nanshan Group is indispensable.

If Nanshan Group focuses its development on Magic City in the future, then Magic City may take away its first position.

This is absolutely unacceptable to Liu Tianwu.

Even for Lingnan Province, it is difficult to accept.

If Yangcheng has never been in the first place, forget it.

It's completely different if you're pulled down after you've already sat on it.

If something like this happened, Liu Tianwu's path to progress would be blocked.

"It's normal for Leader Liu to attach great importance to a large investment exceeding tens of billions. It would be strange if he didn't."

"This time he takes the initiative to invite you to dinner, which can be regarded as showing Yangcheng City's attitude."

"I guess Yangcheng has already prepared some preferential terms. The rest depends on how we propose conditions."

Mi Ying saw the current situation relatively clearly.

This is not a bad thing for Nanshan Group.

After all, no matter what field you are in, competition will lead to progress.

If Yangcheng feels that it has decided to dominate the Nanshan Group, it will not be a good thing.

Isn't it because Nanshan Group wants to expand its presence in Shanghai, Chang'an and other places just to see everyone competing together?

"Yangcheng's attitude has been expressed, and there is no need for us to hold on to it."

"Placing the 8-inch wafer fab here in Yangcheng is also within our plan."

"It just depends on whether it will be placed in Yangcheng or other cities in the Pearl River Delta."

"For the project we are cooperating with Warwick, we estimate that there will be some demands from Shenzhen City, but there will still be no problem if our own wafer fab is located in Yangcheng."

Although four wafer fabs will be built at one go, the locations are certainly not at the same location.

Being able to place the 8-inch wafer fab built by Nanshan Semiconductor in Yangcheng can be regarded as an account of Yangcheng.

As for whether we will further build more wafer fabs in Yangcheng in the future, that is a matter for the future.

For things like chips, the transportation cost is very small.

Where to build the factory depends more on local policies, incentives and talent conditions.

The situation in Yangcheng is obviously no problem.

So that night, Cao Yang and Liu Tianwu had dinner without any pretense, and directly made a decision on an investment project in a wafer fab.

At the same time, Nanshan Semiconductor’s construction of a second wafer fab in Shanghai was quickly confirmed.

The project to build a joint venture wafer fab with BYD in Chang'an City has not been delayed.

Even Warwick responded quickly and agreed to build a wafer fab in Shenzhen with Nanshan Semiconductor.

As a result, Nanshan Semiconductor finalized the construction plan for four wafer fabs in a short period of time before the Chinese New Year.

This action is absolutely huge.

Some other chip giants are naturally very concerned about it.

"Mr. Park, if Nanshan Semiconductor does this, it will immediately become the second largest chip company in China."

"Although their current technical level is not very good, their development momentum is a bit exaggerated. I think it is necessary to pay attention to it."

As the head of Samsung Electronics' chip business in China, Li Zailin was very anxious when he saw Nanshan Semiconductor's big move.

In recent years, Samsung's investment in China has been continuously increasing, and it naturally hopes to capture the Chinese market.

But if China's local competitors are very powerful, it will definitely have an impact.

"They are still building 8-inch wafer fabs, and the chip technology is relatively backward. There is nothing worth paying attention to, right?"

Park Geun-hee is very satisfied with Samsung's performance in China this year.

After all, business in other parts of the world declined last year, but it increased in China.

For this, he was praised by the headquarters.

How embarrassing would it be to report bad news so quickly?

Park Geun-hee, who has become the general manager of the Huaxia branch, no longer simply considers things from a practical perspective, but considers how senior leaders will view his work.

Once you reach a certain level, you need to have such a vision before you can go further.

Otherwise, you can only be a small leader at the grassroots level.

"Although the current 8-inch wafer fabs are relatively backward, one of the four newly built wafer fabs they built is 12-inch."

"Although we have begun to develop larger-size wafers, 12-inch wafers are already the most advanced type of wafers now."

"Once Nanshan Semiconductor has a firm foothold in the 12-inch wafer field, they can focus all their energy on improving the chip process."

"Now they only have 65nm chip technology, but they have poached a lot of people from Samsung and TSMC. Maybe they will break through 40nm next year, and directly reach 28nm the year after that."

"At that time, Nanshan Semiconductor will be our biggest competitor in China."

Li Zailin attaches great importance to Nanshan Semiconductor.

The longer you stay in China, the more you realize how powerful the Nanshan Group is.

That kind of power is not that you can see the opponent's strength from the beginning, but that you watch the opponent catch up with the international mainstream level and then surpass it.

Nut plates, wheel bearings, gearboxes, engines, robots, equipment...

In various fields, as long as Nanshan Group enters, life will be difficult for its competitors.

In the past, the competitive relationship between Samsung Electronics and Nanshan Group was relatively weak.

But now that Nanshan Group is vigorously developing Nanshan Semiconductor and launching the HONOR 3G smartphone, everyone's competitive relationship has become acute.

Especially in terms of smartphones, Samsung attaches great importance internally.

This is completely different from Nokia's attitude.

Precisely because Samsung attaches great importance to its smartphone business, it is more aware of the threat that Honor mobile phones pose to itself.

Although the sales volume of Honor mobile phones in China last year was less than 1 million units, it was not even a fraction of the sales of the giants.

However, the product has always been in short supply and the price is still high. This is something that other brands cannot compare with.

Once the production capacity problem of Honor mobile phones is completely solved, it is entirely possible for sales to increase several times.

So this time when he heard that Nanshan Semiconductor was going to buck the trend and build four more fabs, Li Zailin immediately became nervous.

"I think you may be worrying too much. Just look at SMIC. After so many years of development, it has only two looks."

"More than 90% of China's chips will continue to be imported from abroad. There are no major changes."

"China's market is so big. If people above want to develop chips, we have to understand."

"As long as it doesn't have a fundamental impact on our business, just let them do it."

"The worst case scenario is that ASML should not sell photolithography machines to Nanshan Semiconductor. No matter how many fabs they build, it will be meaningless. They can only sell wafers at low prices."

Samsung is ASML's major shareholder. If they want to cause trouble, then Nanshan Semiconductor's road to purchasing photolithography machines will indeed have many twists and turns.

but. Park Geun-hee must not know that Nanshan Equipment has begun to research related equipment on its own.

Otherwise, I wouldn't be so careless.

It's just that there are too many kinds of equipment related to the chip industry. Unless Nanshan Equipment's products are officially put into use, there are really not many people who believe that they can handle it.

"If it is an ordinary Chinese company, then there is really no need to worry."

"But over the years, Nanshan Group has caused huge harm to many foreign companies, and it has exceeded everyone's understanding countless times."

"I'm worried that Samsung will be hurt this time too."

Li Zailin wanted to continue working hard, but Park Geunxi no longer listened to his opinions.

The same situation also occurs in SMIC.

As the largest chip foundry in China, they must be very concerned about changes in the domestic semiconductor market.

"Mr. Wang, I got the news that Huawei HiSilicon has handed over some of its chips to Nanshan Semiconductor. This time they have further cooperated to build a wafer fab. I am afraid that in the future, Huawei's orders will be handed over to Nanshan." Semiconductors do it.”

As the COO of SMIC, Yang Bingning's abilities are quite good.

It's just that in recent years, SMIC has also been involved in personnel struggles, and everyone's energy is not focused on improving the company's technical level.

That is to say, this time Nanshan Semiconductor made too big a move. As the chief operating director, Yang Bingning went to CEO Wang Anguo to discuss this topic specifically.

After all, the two of them are on the same line. As the target of attack by other factions in the company, they must also understand the situation outside in a timely manner.

Otherwise, if someone accidentally catches her pigtails, life will definitely be very difficult.

"The Fabless model is now popular among international chip companies, but Nanshan Semiconductor's IDM has lagged behind."

"We have to do everything from chip design, manufacturing, packaging, testing and sales. It seems very impressive, but it is not something that a newcomer to the industry like Nanshan Semiconductor can do well."

"You see, the crazier Nanshan Semiconductor is now, the more exaggerated its depravity will be."

"Although Nanshan Group is relatively well-known in the automobile industry, it should have made some money in the past few years."

"But if they invest tens of billions to build a wafer fab now, they will have to bear tens of billions of losses every year. Let's see how long they can persist!"

Wang Anguo is obviously not optimistic about Nanshan Semiconductor's route.

In his opinion, it was all nonsense.

SMIC is now considered a well-known chip foundry company in the world, but it only dares to continue to do foundry business honestly.

They don't even want to think about Nanshan Semiconductor's model now.

"This is indeed the truth, but Nanshan Semiconductor's large-scale construction of wafer fabs and packaging and testing plants will lead to continued production capacity surplus in the industry."

"According to our previous speculation, the semiconductor industry should be able to start going uphill from the trough in the first quarter of this year."

"However, these actions of Nanshan Semiconductor will make many customers feel that the semiconductor industry has not become tight on production capacity so quickly, and will continue to lower prices with us."

"Their thankless behavior, which harms others but does not benefit oneself, is really annoying!"

Although Yang Bingning also wants to ignore Nanshan Semiconductor, he feels that it will not be a threat to his own company.

But although they can't compete with SMIC, they may be disgusted by SMIC.

At least Yang Bingning thinks so.

"The domestic development of the semiconductor industry has fallen into a crazy state. As long as there are companies willing to invest, there will be support from all over the country."

"If we want to stop it, I'm afraid it will be very difficult."

Wang Anguo also saw things clearly.

For such a big project, what part of it wouldn’t be a treasure?

Even if you, SMIC, are very powerful, you cannot achieve political achievements like others.

Otherwise, everyone will be enemies!

"At least hundreds of our people have been poached in the past year, and most of these people went to Nanshan Semiconductor."

"This situation is definitely very unfavorable to us. Can we make a fuss about this?"

Although Nanshan Group is very powerful, Nanshan Semiconductor has to compete with SMIC. In Yang Bingning's eyes, it is naturally his competitor.

Competitors will definitely be suppressed.

At this time, it is natural for everyone to show their special abilities.

"Future non-competition agreements must be done well, and companies related to Nanshan Group must be clearly included in the non-competition agreement."

Wang Anguo immediately came up with a plan.

If you can't keep people, then I'll restrict you!

When the time comes, we will find a few "chickens" to scare the monkeys, and let everyone see how powerful they are.

…

Throughout China, except for some competitors of Nanshan Semiconductor who do not want to see them succeed, there are naturally many people who hope that Nanshan Semiconductor can succeed.

In particular, Nanshan Semiconductor will build a new wafer fab and packaging and testing plant in Yangcheng. This information is of great significance to the Semiconductor School of Lingnan University of Technology.

"Ayang, we are planning to open a new major in the college next year, which will serve the construction and operation of wafer fabs."

"We can even organize students from the college to go to Nanshan Semiconductor for internships, so that everyone can understand the operating form of the company and what they need to learn as soon as possible."

Xiang Changle is now the vice president of Lingnan University of Technology and the director of the Wind Tunnel Laboratory.

The newly established Semiconductor College in recent years is also the college he is in charge of.

It can be said that Xiang Changle's various achievements in recent years have been very eye-catching.

Otherwise, there is no way to become the president of Lingnan University of Technology.

"It does not necessarily mean that we need to create new majors. Whether it is integrated circuits, microelectronics, physics, electromagnetics, optics, automation, electrical, communications, computers, software engineering, etc., all of them can actually be eliminated. Work in a round factory or go to work in a packaging and testing factory.”

"But internships can be done. The learning environment in university is still very different from the workplace."

"Let students understand the relevant situation in advance so that they can transition into the workplace faster and better."

The cooperation between Nanshan Group and Lingnan University of Technology has always been very close.

Now that Xiang Changle took the initiative to talk to Cao Yang about cooperation projects related to the wafer fab, Cao Yang naturally wanted to respond positively.

The chip industry is a sunrise industry, which is recognized throughout China.

Although domestic chip technology is still relatively backward, the demand for chips is diverse, and not all chips need to be produced using advanced technology.

The simplest thing is, why do the chips used in home appliances such as electric fans and rice cookers have anything to do with advanced chip technology?

Even if you use chip technology from ten years ago, there will be no problem.

There are many similar application scenarios.

Therefore, even though Nanshan Semiconductor is mainly building 8-inch wafer fabs this time, the chip technology it masters is only 65nm, and Yangcheng and other places are also very optimistic about it.

"In the past two years, the pace of enrollment expansion in the School of Semiconductor has been obviously faster than that of other schools. We have also introduced many experts and scholars from various places, and even some experts from Nanshan Semiconductor have become our visiting professors."

“By starting from both schools and factories at the same time, we are also striving to cultivate more talents for enterprises who can quickly start working.”

Xiang Changle often visits various factories of Nanshan Group and has a relatively good understanding of some situations in schools and factories.

It is precisely because of this that he knows where each other's pain points are.

The two parties have been able to cooperate very well over the years. In addition to their personal relationship, Xiang Changle's efforts are also indispensable.

"Nanshan Semiconductor has now entered a state of rapid development, and the Semiconductor College can further boldly expand."

"As long as there are students in the college who can graduate successfully, I want as many students as I can!"

Cao Yang is very courageous when it comes to semiconductors.

Although you are losing money now, you may be able to make back several years of losses in one year.

If we get to 2021, when the supply of chips is very tight, we may make more money in one year than in the past ten years.

Technology monopoly is so ruthless!

Even if you know clearly that you are being ripped off, you still have to silently pay money to let others ripped you off.

Otherwise, your product will be discontinued!

"good!"

"With your words, I feel relieved!"

“By then, the Semiconductor School of Lingnan University of Technology will surely be able to become the most powerful presence in the country!”

Xiang Changle also clenched his fists, full of confidence in the future.