Rebirth began in 2004

Dong Anshun is immersed in technology research and development, but that doesn't mean he doesn't know the role Chen Wei played in Shencheng Microelectronics' ability to become the world's second largest lithography machine company.

Without Chen Weiwei’s huge financial investment, Shencheng Microelectronics would not be able to achieve greatness and would only fall into mediocrity.

Become a company that simply seeks to survive.

Unlike now, Shencheng Microelectronics is an enterprise pursuing continuous technological progress.

Lithography machines have moved from the micron level to the nanometer level. Will they enter the picometer level in the future?

According to the current development trend, it is very possible.

Previously, Shencheng Microelectronics did not dare to think about what a picometer-level photolithography machine would look like.

But now, Shencheng Microelectronics dares to do so.

In other words, Shencheng Microelectronics has the strength to think about this.

A beggar only thinks about what to eat next and sleeps on that street at night.

And urban white-collar workers will want to go there on weekends.

Bosses are looking to the future.

Shencheng Microelectronics now has the strength to start looking to the future and study technical route issues.

Nowadays, the technology of Shanghai Microelectronics is generally recognized to be inferior to that of ASML.

As for other photolithography machine companies?

As the technical requirements for lithography machines continue to increase, the market for lithography machines is only so big.

A lot of R&D funds were invested in R&D, but in the end, several or more than a dozen lithography machines were sold in a year, and the R&D expenses alone could not be recovered.

Many companies have begun to stop investing in this area.

For example, the two lithography machine companies in Neon Country were once well-deserved dominant companies, but now they no longer invest in the research and development of new lithography machine products.

Just relying on old products to get by.

This point also has a lot to do with the overall collapse of Neon Country’s electronic products in the global market.

The product lost its market, which directly affected the electronics industry of Neon Country.

There is a product generation gap between Shencheng Microelectronics and ASML in terms of technology, mainly in the field of EUV lithography machines.

ASML is the only company in the world that can provide EUV lithography machines.

But in the face of Shencheng Microelectronics' continuous technological pursuit, ASML is also anxious.

They keep saying that they want to supply EUV lithography machines to Huaxin International, but because there are more orders now, Huaxin International has to wait a little longer if it wants to purchase.

I want to use this to discourage or delay Shencheng Microelectronics’ research and development in the field of EUV lithography machines.

After all, even if Shencheng Microelectronics develops a prototype EUV lithography machine, it will take several years to officially supply it to downstream manufacturers.

It took ASML six years from building the prototype to supplying it to downstream manufacturers.

In fact, these six years have been full of moisture!

We all know that the routine of European and American technology is to squeeze out the economic benefits of one generation of products before launching the next generation of products.

A typical representative is Intel.

Upgrading a product from one generation to the next is like squeezing out toothpaste.

ASML has already established its dominant position in the lithography machine market before.

Before other companies threaten us, we naturally have to sell our old products for a while longer.

Shanghai Microelectronics has not stopped its development pace because of external disturbances, but has continued to accelerate its pace.

All of this comes from Chen Wei’s firm support.

Dong Anshun: “Without the support of our boss, we would not be able to conduct research and development with peace of mind.”

Chen Wei smiled and said: "I have always believed that you are the best R&D team in the world, and I have never wavered on this."

Shanghai Microelectronics currently relies on two major sources of revenue: front-end lithography machines and back-end lithography machines.

Relying on high quality and low price, Shencheng Microelectronics' back-end lithography machines have increased their market share very quickly.

Supply to domestic Jingfang Company, TCL, Innolux and other companies.

Foreign customers include South Korea's Three-Point Star, LG, etc.

After seizing the market early and seizing the market, Shencheng Microelectronics launched products that other manufacturers did not have, and the price naturally increased accordingly.

The main profit comes from this type of product.

In the past, Neon Country had a lot of competition with Shanghai Microelectronics in this area, but now Neon Country's companies have obviously begun to give up.

Shencheng Microelectronics is contacting Neon Enterprises to see if it can acquire some of their technology patents.

Overall, Shencheng Microelectronics' losses are still there, but the amount of losses is shrinking, which is undoubtedly a welcome change.

As a listed company, Shanghai Microelectronics often receives subsidies in order to avoid being STed, and the amount of subsidies is almost the same as the money it loses in a year.

As long as you have the strength and operate within the rules, it's easy.

After watching Shanghai Microelectronics, Chen Wei went to Huaxin International.

Huaxin International has now been delisted in the United States and is only listed in Hong Kong.

Huaxin International can make losses generously.

Because according to the regulations in Xiangjiang, companies can make losses as long as their revenue meets the requirements.

Therefore, Huaxin International reported losses while vigorously raising funds.

However, the market value of Huaxin International is constantly rising.

Now Huaxin International's market value has reached 500 billion.

Such a high market value has a lot to do with Huaxin International's recent performance.

The 28nm process technology chips are in mass production, and the 14nm process technology is progressing smoothly.

In addition to making chips such as mobile phone chips and computer chips, Huaxin International now has a major revenue source.

90nm BCD platform!

90 nanometers doesn’t seem to be advanced.

In fact, this BCD platform is not used to manufacture mobile phone chips.

BCD technology is a monolithic integration process technology that can produce r, CMOS and DMOS devices on the same chip.

It was first developed by STMicroelectronics in 1985.

Although STMicroelectronics was the first to develop this technology, it has been developed for many generations.

However, the 90nm BCD platform is now overtaken by Huaxin International.

The BCD process is the mainstream manufacturing technology of PIC, and Huaxin International is mainly used in the production of automotive chips and industrial automation chips.

Here, we have to talk about Hengtong Technology again.

In the field of chips, Hengtong Technology is constantly expanding its product lines, from mobile phone chips to computer chips, and then to automotive and industrial chips.

Huaxin International's 55nm BCD platform is under development and is progressing well. I believe it will be completed soon.

Once the 55nm BCD platform is released, Huaxin International will be the most powerful in this field.

A large number of chip foundry orders are bound to follow.

Of course, some companies will not give chip orders to Huaxin International.

Because behind Huaxin International is Hengtong Technology.

Hengtong Technology is also involved in chips.

Therefore, anyone who submits their chip order to Huaxin International will worry about whether their chip design will be obtained by Hengtong Technology.

For example, PMC only does chip foundry.

It is also the world's largest semiconductor foundry company, and many companies place orders with it.

Triangle Star is also very good in semiconductor foundry.

For example, fruit companies do not contract chips to Three-Point Star because they are competitors.

Hengtong Technology is the same.

Hengtong Technology's chip foundry is mainly done by Poseidon Semiconductor and Huaxin International.

The most advanced chips are all handed over to PMC for manufacturing. There is no way, Huaxin International cannot handle them.