Rebirth 99 to become a car giant

The impact of the policies issued by relevant Chinese departments is absolutely huge.

But any company that wants to continue to be involved in the semiconductor industry in China cannot ignore it at all.

Obviously, the equipment available in China may have more advanced performance, but if you still want to import it from abroad, then it is normal for the relevant departments to delay you in accordance with policies and regulations.

Even outright rejection is possible.

It's okay for private enterprises, they still have the confidence to get approval.

For state-owned enterprises, if you dare to commit crimes against the wind, others will dare to look good on you.

Therefore, chip equipment manufacturers such as Nanshan Equipment, Modu Microelectronics and China Microelectronics are very busy during this period.

Especially since Intel announced that it will build a brand new factory in China and then use equipment provided by local Chinese suppliers, the situation has become even more different.

"Mr. Cao, we have placed orders for sixteen etching machines, and we are still in contact with many customers."

"I basically stay in the factory every day now, and I don't dare to go on business trips."

"Because during this period, customers come to inspect and review almost every day."

Yin Zhiqiang called Cao Yang in a very happy mood and shared the news about AMEC.

When Yin Zhiqiang returned to China from overseas to start a business, he came with great determination.

The current results finally satisfied him.

"The performance of China Micro Semiconductor's etching machines is no worse than that of equipment manufacturers in Japan and the United States in all aspects. It is inevitable that orders will increase rapidly."

"According to the current data, the market size of etching machines this year can reach more than 5 billion US dollars, of which China accounts for more than half of the market."

"As long as China Micro Semiconductor can capture the Chinese market, it will immediately become a large-scale equipment company with an annual turnover of tens of billions."

Cao Yang is very optimistic about the etching machine.

Although the etching machine is not as complex as the photolithography machine, its importance cannot be replaced by other equipment.

Nanshan Equipment does not produce etching machines itself because China Micro Semiconductor has performed very well in this area.

"It is estimated that it will be difficult to capture all the domestic market this year."

"But three years later, China Microelectronics will take over all the new semiconductor factories and etching machines in China. I am still somewhat confident."

Yin Zhiqiang still has a relatively clear understanding of the strength of his company.

As for China Micro Semiconductor now, even if it wins all the etching machine projects from China, there is no way to guarantee on-time delivery.

Because there is simply not enough production capacity.

Otherwise, they would not be so active in following Nanshan Equipment to build a new factory in Chang'an City.

"China's Internet has developed very rapidly in recent years, and many industries will have new demands for various chips in the future."

"It is entirely possible that China's chip market will exceed RMB 3 trillion in the future."

"Under this circumstance, the number of various domestic semiconductor companies will definitely hit a new high."

"At that time, more and more new semiconductor factories will be built, and there will be more and more opportunities for China Microelectronics."

After hearing Cao Yang's words, most people may think that he is trying to spread the pie.

But he himself knows very well that it is not a big pie, but is giving some guidance to China Microelectronics.

"In such a large market, if all products are supplied by domestic semiconductor manufacturers, it will definitely be able to support a large number of semiconductor companies."

"Even among large semiconductor companies, there are at least a dozen."

Yin Zhiqiang immediately saw a blue ocean based on the current chip localization rate in China and the future situation.

In the past, he had no confidence in occupying this blue ocean.

But now with Nanshan Semiconductor and Nanshan Equipment, the situation is different.

Maybe ten years from now, China’s chip localization rate will really reach over 90%.

The remaining 10% is not necessarily because it is technically impossible to achieve, but because international parts companies such as Bosch and Denso habitually import chips from their parent companies.

This has a very small impact on China's chip security.

"Yes, not to mention other companies, even if we, Nanshan Semiconductor, double our current production capacity, we will not be able to meet the entire market demand."

"By then, the construction speed of our new Nanshan Semiconductor factory will also enter a fast lane."

"Strive to become the world's largest semiconductor company within ten years."

Cao Yang is definitely full of expectations for Nanshan Semiconductor.

If this company is done well, it will not only make a lot of money, but also solve many bottleneck problems.

And just when Cao Yang was confidently communicating with Yin Zhiqiang about his views on the future semiconductor industry, some changes began to occur within some companies.

"Lao Yang, arrange for someone to prepare an announcement to announce our new factory planning and preparations to use equipment information from domestic equipment manufacturers such as Nanshan Equipment."

At SMIC, Wang Anguo called Yang Bingning to his office and made up his mind to use Nanshan Equipment's photolithography machines and other domestic equipment in the new factory.

This is definitely a huge change for SMIC.

Originally Wang Anguo did not want such a change, but the situation was stronger than the people and he could not find any reason to object.

Especially since Intel has begun to cooperate with Nanshan Equipment, it would be unreasonable for him to use Nanshan Equipment's poor technology to perfunctory shareholders.

After all, SMIC's production plants are not as technologically advanced as Intel.

Even Intel thinks there is no problem, but your requirements are high?

Are these really demanding requirements, or are they deliberately going against the demands of shareholders?

"I have already arranged for people to prepare. I don't know whether our stock price will rise or fall after this announcement is made."

Yang Bingning naturally knew why Wang Anhui changed his mind.

He persisted for so many years, but finally couldn't hold on anymore.

There is no way, Nanshan's equipment is too abnormal, and together with Nanshan Semiconductor, it has become the supplier of lithography machines and other equipment for the world's first 14-nanometer chip factory.

Under such circumstances, if SMIC continues to find various excuses to deal with the situation, it will definitely anger shareholders.

As a senior worker, angering shareholders is basically the same as losing your job.

Obviously, this was not the result Wang Anguo wanted.

"Now the Internet is full of applause, and many experts and scholars are siding with the Chip Industry Alliance to support various semiconductor companies in using domestic equipment."

"In this case, there should be no reason for our stock price to fall, right?"

Yang Bingning said something a bit unconfidently.

After all, SMIC's stock price has not performed well in the past two years.

That is to say, Nanshan Semiconductor has not been listed, otherwise SMIC's stock price is expected to fall further.

"We will first use domestic equipment in a factory. If the yield rate of the chips produced by this factory is not good or other problems are discovered, then the relevant departments will have no reason to force everyone to continue to use domestic equipment."

Wang Anguo shared his thoughts with Yang Bingning.

There are still many people with similar ideas in other companies.

And when SMIC officially announced the use of domestic equipment such as photolithography machines produced by Nanshan Equipment and etching machines produced by China Microelectronics, the stock price immediately rose rapidly.

By the time the market closed, it had risen by 6.4%.

This increase is SMIC's largest single-day increase in the past year.

They haven't felt such intensity for a long time.

For this reason, Wang Anguo went to some stock bars to read the comments left by netizens.

"The overall production capacity of the chip industry is a bit excessive. Everyone is fighting a price war. If we don't reduce costs, we will have no advantage. SMIC woke up a little late, but it has finally turned a corner."

"Compared with the previous factory, the investment in equipment for this new factory can be reduced by at least 40%, right?"

"When this new factory is put into operation, I feel that SMIC should be able to turn a profit."

"Nanshan Semiconductor can use domestic equipment to produce 14nm process chips. SMIC has not even finished 28nm process chips. Why is there any need to import equipment from abroad?"

"Some companies can't survive without some crackdowns. They are used to worshiping foreigners and favoring foreigners!"

"Intel has started to use Nanshan Equipment's products, and SMIC has just started to issue announcements saying it will also use them. What's going on?"

…

Although many people inside were sarcastic and scolded SMIC, most people recognized that SMIC's new factory uses products from domestic equipment manufacturers such as Nanshan Equipment.

This change has naturally attracted the attention of many other semiconductor companies.

Soon, Huahong, Ziguang and other companies also announced that they would officially use Nanshan equipment’s lithography machines.

Even TSMC is planning to arrange for people to come over for inspection to see if they can break through the 14nm process by purchasing a photolithography machine from Nanshan Equipment.

Pan Jinxing naturally saw all these changes.

"Mr. Cao, it seems that the bottom line of the international chip giant is not as high as we thought."

"Domestic chip companies are also quite speechless."

"In the past, when we begged them to make purchases, they ignored us."

"Now we can't spare time to welcome their visits and reviews, but one after another comes more actively than the last."

Pan Jinxing felt that he had underestimated his competitors before.

The bottom line of this group of people is not as high as I thought.

"It seems that we need to make more use of the power of relevant departments in the future to avoid being bullied all the time and not fighting back."

Cao Yang also didn't expect that the blockade surrounding Nanshan Equipment and Nanshan Semiconductor would be broken down so quickly.

It is estimated that in the future, neither the United States nor Japan will dare to easily target Nanshan Semiconductor and Nanshan Equipment.

Because China's semiconductor industry chain has been successfully built.

Although some raw materials and equipment still need to be imported, at least the issue of availability and availability has been resolved.

this is very important.

Looking back at the history of the past few decades, as long as China has equipment and technology, the international community has been very generous in importing it to China and selling it to relevant companies and individuals.

But as long as there is equipment and technology that China does not have, those giants will use various methods to harvest the wool.

A piece of equipment that normally sells for 1 million will be sold directly to you for 10 million, without any negotiation at all.

Over the years, China has spent a lot of money in vain.

"It is indeed necessary to make good use of the power of relevant departments."

"I can see clearly that when it comes to high-tech companies, there is no real fair competition."

"Back then, Japan's semiconductor companies were so powerful that they harmed the interests of the United States, and then they were suppressed."

"Now that our semiconductor industry is beginning to rise, we have encountered a lot of unfair things in the past few years."

"They are not simply using market economy methods to deal with us, so naturally we don't need to be polite to them."

Pan Jinxing is no longer the kind of simple religious man.

As long as it is conducive to the development and growth of Nanshan Equipment, he will support it.

On the other hand, nature is against it.

In this society, everyone thinks about problems from their own standpoint and sees if they can seek the best interests for themselves.

To a certain extent, this is human nature and there is nothing to criticize.

But it is very difficult to figure this out.

"First increase our production capacity, then seize a wave of the market, and then see if we can kill a number of competitors."

"As long as we can steal orders from those companies for five consecutive years, a number of equipment companies will fall."

“If you didn’t make a lot of money in the first few years, you can make it back twice as much in the future.”

Cao Yang has never had high profit requirements for Nanshan equipment.

Unlike Honor Technology and Nanshan Automobile Group, you have to make a lot of money.

"Well, we can consider speeding up the construction of the chip equipment industrial park in Chang'an City."

"When all the factories there are put into operation, this wave of equipment demand should be well relieved."

“In the future, we may not necessarily need to expand new factories on a large scale.”

Although Pan Jinxing hopes to make Nanshan Equipment bigger and stronger, he certainly does not want to mess around.

Chip equipment is just one of the many business divisions of Nanshan Equipment.

Although the meanings are very different, the equipment of other machine tools and other business departments are not at all low in importance.

Now Nanshan Equipment has taken the lead in building two industrial parks in China, which can basically meet market demand.

After all, the construction of chip factories cannot really be started one after another like dumplings.

After this wave of enthusiasm, the speed will slowly slow down.

…

Seeing that Nanshan Equipment is making waves in the field of chip equipment, many companies have various ideas.

Among them, Baosteel, which had just purchased a set of neon crude distillation and separation equipment, was wondering if it could buy another set of neon-related equipment from Nanshan Equipment.

"Xiao Liu, China has attached great importance to the development of the semiconductor industry in recent years, and new factories are being built one after another."

"The more developed the semiconductor industry is, the greater the demand for electronic gases such as neon gas."

"Previously, most of this gas was imported from overseas, and the price was not cheap at all."

"But many of these gases are waste gases produced during the steelmaking process. As long as they are used, waste can be turned into treasure."

"Now we have purchased some equipment from Nanshan Equipment, which can produce gas with relatively low purity."

"If it can be further processed into electronic special gas, then the profits behind it should still be very considerable."

As the general manager of Baosteel, Lai Liang also hopes that Baosteel's business can be diversified as much as possible.

The raw material for electronic special gas is originally mainly waste gas from steelmaking.

Previously, some steel companies also exported low-purity related gases overseas.

Now that he saw that Shaogang Gas was going to produce electronic special gas on a large scale, Lai Liang started to have ideas.

"Mr. Lai, no other domestic manufacturer can produce this kind of neon refining related equipment except Nanshan Equipment."

"On a global scale, there are only one or two other companies that can produce it."

"But even if we are willing to pay, people will not export it to us."

"The situation at Nanshan Equipment is probably similar."

"Shaogang Gas has already proposed to merge with our gas company, so it is even more impossible for Nanshan Equipment to sell related equipment to us."

Liu Jianguo has been with Lai Liang for many years, so he tells the truth what comes to mind.

Otherwise, you will have to wipe your own butt when the time comes.

"Shaogang Gas only gives out 20% of the shares, but it will annex the gas companies of several of our major steel companies. This is a bit ugly for them."

Lai Liang is obviously a little dissatisfied with the merger plan proposed by Shaogang Gas.

Otherwise, I wouldn’t think about making this money myself.

"High-purity electronic special gas costs three to four hundred yuan per cubic meter."

"But the average price of low-purity related gases is only tens of yuan per cubic meter."

"Although there are definitely some costs incurred in the purification process, I think the cost per square meter is at most doubled."

"This means that high-purity electronic special gas is likely to have hundreds of percent profit."

"And the electronic special gas produced by Shaogang Gas can be directly supplied to Nanshan Semiconductor for use. There is no need to worry about no market."

"So it's understandable that people are only willing to give out 20% of their shares."

"After all, they have no reason to give everyone money."

When Liu Jianguo said this, Lai Liang's face became a little ugly.

Good advice is off-putting.

This is absolutely correct.

"We Baosteel, Shougang, Anshan Iron and Steel and Wuhan Iron and Steel, each of our steel plants holds about 5% of the shares, and we cannot allow more steel companies to come in."

"Being able to utilize the waste gas produced by these steel plants is definitely enough to meet the needs of the entire electronic special gas market."

After Lai Liang calmed down, he still chose to recognize the facts.

Shaogang Gas is not an ordinary enterprise that can be manipulated by Baosteel.

One's own status has no deterrent effect on the other party.

In addition, Liu Jianguo's explanation was not unreasonable, so Lai Liang actually didn't have much other choice except to accept it.

Unless Baosteel Gas has been willing to sell low-purity gas to earn some hard money.

"Shaogang Gas should have no objection to limiting the number of shareholders."

"I will personally communicate with them, Academician Xie later, to see if this matter can be finalized as soon as possible."

Liu Jianguo was relieved to see Lai Liang choose to compromise.

Looking at China, there is no problem for Baosteel to compete head-on with any company, but it does not want to compete head-on with companies from the Nanshan Group.

He would die miserably that way.

Liu Jianguo is very sure of this.

…

"Editor Wu, our chip channel has been very popular during this period, and some articles become hits every day."

As the editor of Zhongguancun Online, Xie Min has been extremely busy during this period.

Whether relevant departments or Nanshan Equipment, they are constantly making some big news in the semiconductor industry. This is very good news material for Zhongguancun Online.

For example, on the matter of electronic special energy, it is worthy for them to write a series of articles to introduce the relevant situation to netizens.

The reading volume of these articles is still very good.

The news from various chip companies also provides a lot of material for their websites.

Xie Min basically doesn’t need to worry about what to write for tomorrow’s article every day.

“This shows that the importance of chips has been completely taken into account.”

“It also shows that netizens’ attention to chips has also increased.”

"In the future, people will not only pay attention to consumer electronics products such as computers, mobile phones, PADs, and MP4s, but also pay more attention to deeper parts."

Wu Xuebin casually clicked on the backend and looked at the data of related articles with a very satisfied expression.

As the well-deserved No. 1 website in the domestic IT industry, Zhongguancun Online's business has been growing continuously in recent years.

It is said that the company is already considering listing, and Wu Xuebin will definitely get a lot of original shares by then.

Maybe you will achieve financial freedom later.

"There will be such big changes in chip things, and Nanshan Equipment and Nanshan Semiconductor are indispensable."

"I feel that the achievements made by these two companies are much higher than many central enterprises."

As soon as Xie Min finished speaking, Wu Xuebin said: "Please remove the words 'I feel'!"

"Among the many central enterprises in China, except for a few enterprises such as aerospace technology, the others are simply not qualified to be compared with Nanshan Semiconductor and Nanshan Equipment."

Wu Xuebin did not mean to belittle some companies. In fact, there are many companies whose strength cannot be compared with Nanshan Semiconductor.

Even comparing them together is disrespectful to Nanshan Semiconductor.

Wu Xuebin, who has worked in the IT industry for half his life, knows the situation of this industry very well.

It is precisely because of this that he knows how difficult it is for Nanshan Semiconductor and Nanshan Equipment to reach where they are today.

Even these achievements are beyond Wu Xuebin's imagination and are an impossible task.