Rebirth 99 to become a car giant
Chapter 959 Anti-dumping investigation, chip storm re-emerges
Intel's pressure was soon transmitted to ASML.
After being severely criticized by Intel, ASML's president Christopher immediately called Peter, the technical director, to his side.
"Peter, Intel has gone crazy. We must produce the lithography machine that can produce 7-nanometer process chips in the first quarter of next year."
"Otherwise, Intel will consider purchasing lithography machines from Nanshan Equipment."
"It is estimated that Samsung and TSMC will soon communicate with us about this matter."
It is almost inevitable that the pressure will be increased layer by layer.
Intel asked Christopher to get the lithography machine done in the first half of next year, and Christopher asked Peter to get the lithography machine done in the first quarter of next year.
It is estimated that when Peter communicates with the project team, the time will have to be compressed a little bit.
Of course, ASML has invested a lot of manpower and material resources in the past year or so to study the lithography machine of 7-nanometer process.
So Christopher is more or less confident, otherwise he would not be so foolish.
"After I saw the news about Nanshan Semiconductor yesterday, I started asking people to urge suppliers to speed up the progress."
"Otherwise, relying solely on our own internal resources is not enough. Many of our parts are purchased from suppliers."
Pitt was not surprised at all that Christopher came to him.
In recent years, he has been almost tormented by the upgrade of lithography technology.
The days of making money lying down are gone.
"Then tell those suppliers that whoever fails this time will be replaced, and we will not cooperate with them in future projects."
"Huaxia already has its own lithography industry chain. If we don't work hard, we will have nothing to do in this industry."
Christopher said very dissatisfiedly.
Every time he asked about the progress of the lithography machine, there were various reasons.
Although these reasons are not unreasonable, they are still very unpleasant.
"I understand that the various suppliers should have known about this news one after another."
"Nanshan Semiconductor may have been lucky to be ahead once, but now it continues to lead the industry and has mastered the 7-nanometer process technology. The situation is completely different."
"If everyone doesn't work harder, the company will have no room to survive in the future."
Peter knew that his boss was in a bad mood, so he naturally had to say more good things and express his attitude at this time.
Let's get through this level first.
"The companies in China are really too unruly in doing things."
"We shouldn't bring them to the international market. Isn't this making trouble?"
For Christopher, any company that threatens his interests is very annoying.
Especially other manufacturers of lithography machines, they are very jealous.
"We have already pushed Samsung and other customers to suppress Nanshan Semiconductor, but the final result is not very good."
"I think we have to think of other ways to make Nanshan Semiconductor less arrogant."
"According to their current pace, Nanshan Semiconductor's market share will continue to grow, which means that the scale of customers using our equipment is shrinking."
"This is completely unacceptable."
Pitt slowly shifted the topic to content other than technology.
It's just a complaint.
He will definitely do it!
However, ASML can still complain, but Apple and Samsung are no longer able to complain.
Everyone feels pressure.
"KUKA and Honor Technology have clearly stated that they will use 7-nanometer process chips on their new products launched in 2016."
"By then, there will definitely be great improvements in both operating speed and energy consumption."
"This is definitely negative news for our global sales growth."
As the head of Apple's China branch, Wang Ziming naturally has to report to the headquarters about the potential threat posed by Nanshan Semiconductor.
In any case, there is no harm in reporting more.
"I just communicated with TSMC and Samsung. Their 7-nanometer chip factories will not be put into production until 2016 at the earliest, and our products will not be available until 2017."
"This situation is indeed a passive situation."
Kuka has been under a lot of pressure in recent years.
He took over Apple, a big company, from Jobs, and many people were not optimistic about him.
Although Apple's stock price has continued to rise under his leadership in recent years, doubts about him have never completely disappeared.
If sales fall sharply at that time, the situation will definitely be more serious.
So now seeing the unfavorable news about chips, Kuka is a little nervous.
"Should we consider changing the publicity plan in advance to let consumers know that the performance of a chip is not simply based on how many nanometers it uses to process it, but also related to many aspects."
"Even if Apple uses the 14-nanometer chip process to produce mobile phone chips, the performance is better than that of its peers, and even higher than that of 7-nanometer chips."
Wang Ziming can only give suggestions from the perspective of publicity at this time.
After all, if the technical matters can only be like that objectively, then no matter how much he says, it will be useless.
As for forcing Samsung or TSMC to speed up, Apple's purchasing manager will definitely do it without his reminder.
"This is also a method, but I am afraid that Honor Technology will also make a good fuss in this regard at that time, and we will still be more or less in a passive situation."
Kuka can almost imagine how Honor Technology will discredit the chip performance of its competitors at that time.
Although Apple can minimize the impact of this matter by muddying the water.
But it is still relatively passive.
"Or can we consider asking Nanshan Semiconductor to help out with some of the chips?"
After a moment of silence, Wang Ziming boldly put forward his own suggestion.
He knew that the possibility of this suggestion being adopted was very low, but it was a good way to really solve the problem.
"Investors will not agree, and the relevant departments will not agree either."
Kuka did not get angry directly, but after a moment of silence, he gave his own opinion.
Nanshan Semiconductor also has a chip foundry business, and he must know about this matter.
However, knowing this is not the way to cooperate with the other party.
This involves a matter of principle.
Semiconductor manufacturers such as Samsung and TSMC are also struggling.
Just when everyone had not yet come to a conclusion, Cao Yang suddenly announced on his official Weibo that Nanshan Semiconductor will build four 7-nanometer chip factories with an investment of more than 50 billion yuan.
As soon as this official Weibo was released, it immediately became a hot search.
Not only people in the semiconductor industry are paying attention to this matter, but other people who eat melons are also paying attention.
After all, it involves an investment of 50 billion yuan, and it is not necessarily possible to encounter such a large project in a year.
"Mr. Xu, I think the company needs to contact Nanshan Semiconductor as soon as possible to lock in the production capacity of 7-nanometer chip foundry in advance."
"Otherwise, I am worried that other manufacturers will take the lead."
When Lian Zhitian saw Cao Yang's Weibo, he immediately thought of reporting to Xu Jun about the chip foundry.
Although Huawei and Nanshan Semiconductor had previously cooperated to invest in chip factories, as the scale of investment grew, Huawei gradually shifted its focus to chip foundry and did not build factories by itself.
Currently, almost all of Huawei's chip foundry business has been handed over to Nanshan Semiconductor.
"Didn't President Cao announce that he would build four factories at once?"
"It shouldn't be possible that the production capacity is insufficient?"
Xu Jun asked uncertainly.
Nanshan Semiconductor's move this time is undoubtedly the largest move in the domestic semiconductor industry.
An investment of more than 50 billion is also very exaggerated.
"Now Honor Technology and Nanshan Automobile Group are both large consumers of chips. The 7-nanometer chip process has a very large demand for use in mobile phones, computers and PADs."
"Although the traditional automotive-grade chips have relatively low process requirements, the chips for autonomous driving and smart cockpits have relatively high process requirements."
"In this regard, Nanshan Automobile Group not only uses it itself, but also supplies it to many OEMs. The demand should also be very considerable."
"Besides, the monthly sales of Transsion mobile phones have now reached more than 10 million units. Although the chips used are relatively backward, they also occupy the production capacity of other factories of Nanshan Semiconductor."
"In the end, when the overall demand increases, it will affect the capacity utilization of the new factory to some extent."
Although Lian Zhitian also feels that what he is worried about may not happen, it does not hurt to be prepared in advance.
If Nanshan Semiconductor receives several large foundry orders at that time, the situation will change immediately.
Or if the sales of Honor Technology and Huawei's mobile phones continue to grow rapidly, the demand for chips will also be very fierce.
"Just now it was reported in the news that Nanshan Semiconductor arranged personnel to visit the capital, Shanghai, Chang'an and other places to investigate the site selection of new factories, and President Cao announced that he would build four factories at once."
"I guess every place wants all four factories to be built in their own place."
"President Cao must be very busy these days, let's wait for a while before discussing the foundry with them."
Xu Jun thought about it and felt that although this matter was very important, it was not so urgent.
He would not cause trouble for others at this time.
However, he immediately thought of another thing and said: "Nanshan Semiconductor will soon have the production capacity of 7-nanometer process chip technology, and our own design capabilities must keep up."
"Don't let our own design fail at that time, it will be embarrassing."
This kind of thing is obviously possible.
However, the evolution of design is much easier than the evolution of production technology, and Lian Zhitian is not very worried that he will fail.
…
"Mr. Cao, we in Chang'an can provide land for two chip factories for free, and we can also help with the three connections and one leveling work for free."
Liu Tianwu personally brought a research team to Yangcheng to meet Cao Yang.
He is now the head of Chang'an Province, and naturally hopes that more large projects can be settled in Chang'an.
Of course, he also knew that it was impossible for all four factories to settle in Chang'an.
And they didn't prepare so much land in advance. If they started now, the speed would definitely be too late.
After all, he also knew that Nanshan Semiconductor would announce the construction of four factories at once, and there must be a more urgent need for the schedule.
So it must not be delayed because of his own reasons.
"Leader, Chang'an City is an important layout place for our semiconductor industry, aerospace industry, and material industry. We will definitely give priority to building a semiconductor factory in Chang'an City."
"But the overall situation needs to be combined with the plans of several other places for comprehensive confirmation before making a judgment."
Although Cao Yang has already decided to build a factory in each of the four cities.
But others don't know.
Some people also think that building two factories or even four factories in one place at the same time is the most convenient and the lowest cost.
So everyone tried their best to fight for this project.
Because the schedule for the construction of this factory is very tight, everyone is worried that if they act late, the project will have nothing to do with them.
"I understand. As long as other places can offer preferential conditions, we in Chang'an Province can also offer them."
"And we can also provide all kinds of assistance in talent recruitment, and build special apartments, schools and other facilities for relevant personnel."
There is nothing to say about the conventional conditions. Liu Tianwu came here mainly to express his importance and sincerity.
Other places have also arranged relevant teams to visit Nanshan Semiconductor, or directly visit Cao Yang.
Anyway, everyone means the same thing.
A chip factory with a 7-nanometer process technology is definitely the most advanced in the world.
Even big cities like Magic City and Imperial City are very precious.
As for Guangzhou, it goes without saying.
Even many other cities hope that they can have a chance to share a piece of the pie.
However, Cao Yang will definitely not adjust its strategic layout because of some preferential treatments. There is no need for that.
It is also a good thing that four factories are in operation at the same time this time, otherwise it will be difficult to divide them.
If there is one in each place, everyone will have nothing to say.
…
"Mr. Yin, congratulations, the sales volume of etching machines has successfully surpassed that of peers, and we have become the world's largest professional chip etching machine manufacturer."
In a high-end private restaurant in Shanghai, He Guangming of Shanghai Microelectronics and Yin Zhiqiang of China Microelectronics had dinner together.
Both companies are members of the Huaxia Chip Industry Equipment Alliance, and the products they produce are complementary, without any conflict.
In addition, everyone's headquarters are in Shanghai, so the relationship between the two sides is naturally very good.
Basically, the two people will have a private party every quarter, and as for some connections between the companies, they are even closer.
"Congratulations, this time Nanshan Semiconductor is going to build four most advanced chip factories at once, and the demand for lithography machines at the packaging and testing end is also very large."
"In the future, the output of your packaging and testing end lithography machines should account for 50% of the global share."
"Even ASML's performance in this regard is not as good as yours."
Although the difficulty of producing lithography machines at the packaging and testing end is not as high as that of lithography machines in the previous process, it is not something that ordinary equipment manufacturers can handle.
Huaxia's newly invested semiconductor factories are basically in cooperation with Shanghai Microelectronics.
"The development of Nanshan Semiconductor has completely revitalized equipment manufacturers like us."
"In the past, no one was willing to use our equipment even if we asked for it everywhere. Now, many customers have come to us to discuss equipment purchases."
"It's really a matter of time."
He Guangming thought about the scene when he was selling equipment everywhere and had been rejected countless times.
Now it's definitely time for luck.
Yin Zhiqiang is much luckier than him in this regard.
After the establishment of Zhongwei Semiconductor, it quickly cooperated with Nanshan Semiconductor. After that, it was like it had wings and developed faster and faster.
Now the etching machines they produce are not only sold domestically, but also exported overseas.
Even Samsung is purchasing their etching machines.
This is definitely a very difficult breakthrough in the domestic chip equipment industry.
For a country to have strong industrial strength, its equipment strength must be strong.
Otherwise, it may be strangled at any time and anywhere.
The kind of thing that shuts down your equipment remotely is not something that only exists in novels.
As for the after-sales service, you are quoted a sky-high price, and the engineers calculate the sky-high maintenance fee for you from the moment they land. There are endless cases.
"The development of Nanshan Semiconductor has indeed made a huge contribution to the domestic semiconductor industry."
"I remember that the amount of chips imported by China exceeded crude oil a few years ago, which is definitely a very scary number."
"But in recent years, the amount of chip imports has continued to decline. It is estimated that in a few years, there will be no chips that need to be imported from overseas."
"Just this point alone has benefited many companies and saved China a lot of foreign exchange."
Yin Zhiqiang returned to China to start a business after studying abroad, and he has a very clear view of the development and changes in the chip industry.
To be honest, he himself did not expect that after many years, China's chip industry would be like this.
He also did not expect that SMIC could develop so quickly to its current scale.
With three factories, namely the Shanghai factory, Yangcheng factory and Chang'an factory, Shanghai Microelectronics is now considering investing in building an etching machine production factory in the capital.
The number of employees of SMIC has exceeded 5,000.
This is already an exaggerated figure for an equipment manufacturer.
And this scale is still expanding.
This impact is actually very large.
The employment rate of college students in China, as long as their majors are related to chips or chip equipment and chip materials, has been very high in recent years.
The salary and benefits of people in related industries are also comparable to those in the financial and IT industries.
"It's true. Nanshan Semiconductor has made an indelible contribution."
"This time, the chip technology that took the lead in breaking through the 7-nanometer process has completely established its dominant position in the industry."
"In the future, chips will no longer be a bottleneck for China."
"Even because of our own breakthrough in chip technology, related industries in various fields such as electronics and electrical appliances can also usher in a wave of explosive growth."
"I just don't know what kind of means those countries in the United States will use to deal with my Nanshan Semiconductor after seeing this situation."
He Guangming said a little worriedly.
Although Nanshan Semiconductor has experienced many kinds of suppression in recent years, it has finally developed tenaciously, and its scale has become larger and larger, and its technology has become more and more advanced.
But no one knows what means are waiting for them to deal with in the future.
"Nanshan Semiconductor has achieved localization in all aspects from equipment to materials. Even if the United States is very dissatisfied, I'm afraid there are not many means to use, right?"
Yin Zhiqiang said a little uncertainly.
Having studied in the United States, Yin Zhiqiang is relatively familiar with the American style of doing things.
So he is really a little unconfident.
"Who knows? I hope everything goes well."
While He Guangming and Yin Zhiqiang were discussing this topic, the United States was not idle.
This time, they did not act alone.
Because the products of Nanshan-related companies have long been unable to be sold in the American market.
So this time they directly united Europe, Japan and Korea, and almost on the same day they announced that they would launch an anti-dumping investigation against Nanshan Semiconductor.
So the semiconductor components exported by Nanshan Semiconductor itself or exported to overseas through agents are included in the scope of the anti-dumping investigation.
Even products produced by Nanshan Semiconductor may become the subject of the investigation.
It is really hard to guess how much impact this incident will have on the development of Nanshan Semiconductor.
Nanshan Semiconductor also attaches great importance to this.
"Mr. Cao, America has shown its true colors and has no tricks to use."
"Our products are not sold directly in the American market, but they are still launching an anti-dumping investigation against us."
"This is completely disgusting."
Zhang Jing's impression of America has deteriorated rapidly in recent years.
As a university professor, he had studied in the United States, so he had a special fondness for the United States.
But over the years, all the fondness has been exhausted.
Only various dissatisfaction and hatred remain.
"Although our products are not sold directly in the United States, if they do this, Europe will have some impact on us."
"The most important thing is that we are afraid that some places will arbitrarily expand the scope of the investigation and include products using our chips."
After Cao Yang said this, Zhang Jing couldn't help but retort: "The products we sell most in Europe are Nanshan Automobile Group and Honor Technology."
"The prices of these companies' products have nothing to do with cheapness, and are even much more expensive than many similar local products."
"If this can be linked to anti-dumping investigations, it would be too speechless."
Zhang Jing's words are naturally in line with the facts.
But sometimes, not everyone will reason with you.
"Let the Ministry of Justice analyze it carefully first to see how big the final impact is."
"If someone wants to deal with us, we have to find a way to make them afraid."
Retreating blindly will definitely not solve the problem.
This time, Cao Yang does not intend to retreat.
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