Reinventing the Millennium

On March 1st, Kong Yu, who had just flown to Paris from New York in a rush, flew back to Shanghai in a rush.

He was sitting in the CEO office of Yike, listening to his boss's endless talk. He was confused by the technical explanation, but also understood words such as "financial fraud", "short selling" and "acquisition".

Kong Yu finally waited until Mr. Fang came to an end and asked, "Will this EUV be available in two or three years?"

Fang Zhuo muttered: "It won't be used, but it would be best to have technical reserves. We don't reserve it, but our peers are all doing it. I hope I can get it. I hope I can get it as soon as possible."

Kong Yu asked again: "What process node does the ice core need to be imported into and used?"

"Well, Intel had previously planned to switch to EUV technology at the 22nm process node, but they said at the LithoVision conference last year that they planned to extend the 193nm immersion lithography technology to the 10nm process node." Fang Zhuo said slowly, "Everyone is worried about EUV. The applications are a bit hopeless, but Intel is still relatively reliable."

Not only Intel, but IBM also had high hopes for the introduction of EUV at 22nm, but soon found that it was difficult for upstream and downstream to cooperate to achieve commercialization. It needed to develop new optical devices, new masks, and new technologies.

Kong Yu was stunned, but he knew about the ice core and the current world-class process nodes: "If we calculate it according to Intel's 10nm, well, Intel, Taichi, then... why will it still take five or six years?"

"Intel's 10nm and Taiwanese's 10nm are different. They use different standards. If calculated according to Taiwanese, it might be 7nm." Fang Zhuo thought for a while, "Five, six, six or seven years."

Kong Yu didn't care about the gap of one or two years.

For him, it is not a month or two months, not a year or two, so he can calmly and continuously carry out arrangements and attacks. When he was called back, he thought he would start work tomorrow.

Kong Yu lowered his head slightly and thought about what he could do.

Let’s not talk about the uncertainties, let’s not talk about the overall situation. If the boss, a director of Sony, wants to short-sell Sony, he must do it accurately. Its financial fraud can be determined.

Now that Sony is sure, it can put things at this level later.

According to IDC's comprehensive speculation, Olympus also has problems now. If Toshiba is added to the list, these internationally renowned Japanese companies have experienced problems in a short period of time. When the time comes, they will confuse the public and report problems even if there are no problems. Maybe they can Create a crisis of trust.

If we attract American counterparts to build momentum, the profits will be visible to the naked eye.

Kong Yu raised his head, but his thoughts did not stop, but drifted to a bigger level. The current Japanese yen exchange rate has been rising. Japan has been aggressively issuing national debt in the past two years, and its deficit has hit new highs...

You may be able to find another job on top of the big job.

"Mr. Fang, the situation in Japan needs to be carefully investigated, and it is not a temporary effort." Kong Yu responded, "Putting aside our speculations and expectations, Sony can bring profits, but if it is just Sony, right? Is there no need to short it?”

Based on the facts, if there was only Sony, it would be better to let Stringer revive for a few more years, and maybe squeeze out more benefits.

Fang Zhuo nodded slightly: "That's what I mean too. That's why we need the 'first person in hedge funds' to take charge and see what is the most advantageous situation."

Kong Yu said "hmm" and did his job.

He drank tea for a while and chatted a few words about his views on financial fraud by Japanese companies.

After receiving the cigarette from his secretary Liu Zonghong, Kong Yu asked about the situation in the Netherlands: "Does ASML have a timetable for action?"

Fang Zhuo frowned and said nothing after hearing this.

Kong Yu just took a puff of cigarette and observed the boss's expression. Suddenly, his heart trembled. Mr. Fang couldn't be...

He immediately advised Jin: "Mr. Fang, don't be so merciful!"

Liu Zonghong next to him was so surprised that he raised his head, Mr. Kong, you...

Kong Yu continued angrily: "When I was in a car accident, no one was gentle, respectful and thrifty to me!"

Fang Zhuo couldn't laugh or cry: "It's not like ASML is looking for a car to hit you."

Kong Yu's face was full of seriousness: "They are all the same, they are all the same, Mr. Fang, you are gentle and gentle, but they are still wolves, tigers and leopards!"

Then he continued: "If Bingxin is sanctioned, they will not talk about market rules or fair competition! If you strike first, you will gain advantage, but if you strike later, you will suffer!"

Fang Zhuo waved his hand and said politely: "Okay, okay, when have I ever been gentle?"

He paused and then said: "You have to think about it carefully. I am not trying to vent my anger. I need the ice core to be harvested. Unconventional means also require the right time."

Only then did Kong Yu feel relieved. Only jackals, tigers and leopards could fight against jackals, tigers and leopards.

He subconsciously stroked his bald head, thinking about the European business he was doing and the Japanese job he had just taken, with a fierce look in his eyes.

Fang Zhuo did not focus on the gasoline man, but looked out the window: "The ice core has reached the present, and the road to the future is difficult. After all, there are traces to follow. It is best if ASML can start cooperation with EUV technology accumulation. Japan’s Nikon is the second best, and China is the second best.”

Kong Yu nodded, this must be a three-pronged approach.

He thought for a moment, trying to find the focus of this event: "How strong is Nikon's technology in this area?"

Fang Zhuo thought for a while, pointed to the file on his desk, motioned to his secretary to give it to the gasoline man, and then said: "Nikon launched its 6-lens EUV tester EUV1 in 2008, which used the same tester as the ASML tester. The micromagnification, optical numerical aperture, and exposure field of view.”

"In the past two years, it has been introducing its EUV1 progress at various lithography machine conferences. In 2008, it completed the dynamic exposure test and obtained the full-wafer 32nm line/space report results. The optical system wave aberration has been Below 0.4nm.”

"The three cores of EUV are light source, lens, and mask stage. Nikon's Japanese supplier Gigaphoton Company, whose LPP (laser plasma) light source had achieved a temporary focus point IF of 60W at the time, and ASML's light source supplier American Cymer is comparable."

"Nikon has released two EUV1 tools, one is in the Japanese chip alliance Selete, and the other is in Nikon's Japanese factory, mainly for Intel."

"Let's put it this way, if you turn to the end, the gap between Nikon and ASML was about 18 months."

Following Fang Zhuo's words, Kong Yu also turned to the end of the document. The analysis of the Nikon lithography machine concluded that there was an 18-month gap.

He couldn't help but ask: "What happened next?"

"Then now." Fang Zhuo laughed, "ASML has a more radical engineering strategy. Now it is completing the jump from the ADT test machine to the 0.33NA pre-production EUV lithography machine NXE:3100. Samsung already has 3100 , also available in Belgium, this year’s version should be being assembled, and the next step is to continue iterating.”

Kong Yu frowned: "That's a pity for Nikon."

"It's a pity, it's not a pity." Fang Zhuo said lightly, "A lot of information about Nikon's EUV plan comes from its claims, and some of it may be PPT. Our Luzhou factory used to purchase Nikon's photolithography machines, and there were always The problem was that later on we could only use ASML, which shows the competitiveness of the two devices."

Ice Core is dealing with Nikon, but the relationship seems to be getting further and further away.

In particular, the Luzhou factory pursues advanced manufacturing processes and can use the best in the world, but will never use the second best.

Fang Zhuo looked at Kong Yu, who was looking through the documents again, and said: "It would be better if Nikon is rotten. We are going to slice it up this time and try to cut back the useful ones. If we can't cut them back, we will find ways to cooperate. For example, Gigaphoton, a Japanese light source The company, if the company can’t do it, needs to build a team. If the team can’t do it, it needs to hire people. How to do this specifically... um..."

Kong Yu seriously used his own understanding to add the words: "I understand, fishing in troubled waters is a matter of cleverness and plunder."

Fang Zhuo was silent for a while, and could only raise his tea cup: "If you have the truth, you will be helped. Make the best of the situation."

Kong Yubao finished his words and raised his tea cup: "Okay, Mr. Fang, I am sworn in with financial fraud!"