Reinventing the Millennium

“Meilican is pinching the edge, but in fact, from the perspective of the development of our overall industry, our top priority is to fully understand the 28nm-14nm process and achieve independent control of this part of the process. "

"The good news is that this goal is achievable."

"28nm is already an advanced process. In the next few years, there will be a large market both domestically and globally. The Internet of Things, automotive electronics, and network communications are all the directions for the decentralization of advanced processes."

"Bingxin's research and development of the second-generation FinFET this year has been relatively smooth. It is expected to improve the performance of the chip by 20% and reduce the power consumption by 60%. This is a significant improvement."

"There are no problems with the research and development of advanced processes for ice cores. Although EUV is not used, our verification scheme on DUV is basically feasible, which can buy a lot of time for substitution in the domestic industry."

"The development of the industry is currently uneven. The basic areas should be consolidated. In the future, the competition around Bingxin and Yike will tend to expand. The better the foundation, the more confident the competition will be."

"In the current and future situation, I think this is a game between out-of-control, just like a car drifting when the rear wheels are out of control when passing a corner, but the whole car is still moving in the established direction."

In the conference room in Beijing, Fang Zhuo finally repeated his point of view: "The strategic focus of competition has shifted from ice cores to the industry, and from breakthroughs in advanced technology to the guarantee of mature technology."

As the chairman of Bingxin, Fang Zhuo expressed some opinions on the recent turmoil, which undoubtedly surprised all the participants.

From point to point, this is of course an expansion of the scope of competition, but such a statement also seems to be an initiative to give up some support resources.

The meeting went very late. In addition to talking about his views on future competition, Fang Zhuo also talked about the differences between Bingxin and SMIC in this competition. The latter still has permission to introduce technology and purchase equipment, which is worth taking advantage of.

As he said, BIS-based restrictions currently only target cutting-edge ice cores. Their measures this time are more because they were shocked by the achievements of ice cores, so they focused most of their attention on this.

Of course, there are many appeals from America's side, but due to various factors, this is the competitive strategy in front of us.

At eleven o'clock in the evening, Fang Zhuo walked out of the conference room, hesitating whether to stay in the capital for one night or fly back to Luzhou overnight, but he was stopped after only taking a few steps.

"Mr. Fang, is your four-fold plan really feasible?"

"Zhao Si, the cost will definitely increase, but it is definitely feasible. It can actually basically guarantee our commercial use of 10nm and 7nm at higher costs." Fang Zhuo had reported this before coming to the capital, and now he knew that the other party I just want to hear my own confirmation, "Although the cost is high, compared with the whole machine, this is definitely a must."

There's not much to say about this.

Zhao Si nodded and said with a smile: "So, we still have a lot of time?"

"Optimistically speaking, it is indeed quite a lot. What we are pursuing at the current stage is independence and controllability, rather than complete localization." Fang Zhuo pondered for a while and said, "There are still twists and turns in the matter of controllability, but the phased goal is It’s no problem.”

"When others say this, I have to weigh it in my heart, but after listening to Mr. Fang's words, I let out a sigh of relief." Zhao Si said.

Fang Zhuo smiled: "This is not me, but Mr. Qiu, and the opinions of Academicians Hu and Academicians Liang. In the past, Bingxin moved forward courageously, now it is to ensure production capacity, and in the future it will continue to hit the peak."

Zhao Si nodded repeatedly.

Fang Zhuo talked a few more words about his recent inspections, and then prepared to say goodbye and leave. It was already very late.

However, Zhao Si still had unfinished thoughts. He coughed and invited: "Mr. Fang, there is a meeting in the city tomorrow, and I specially invite you."

Fang Zhuo was a little surprised: "Meeting?"

"Yes, I heard that Yike has established a vehicle research and development project. The city is very interested in this and hopes to have a chat with Mr. Fang in person." Zhao Si is not responsible for this work, but is entrusted by others.

Fang Zhuo has been immersed in semiconductors recently. After hearing this, he was stunned for a moment before reacting. He said in a dumbfounded voice: "Zhao Si, this... is just a research and development project. I haven't even written a word about it yet. Yike may encounter other situations in the near future." ”

"No delay, no delay, Yike can do research and development as long as he likes, and do it whenever he thinks it's appropriate. The city just wants to ask Yike to see if there's anything he can do to help." Zhao Si smiled. Said, "In the past few years, the country has attached great importance to this."

Domestic subsidies for new energy started in 2009, and there have been almost two stages so far. In the first three years, it was a subsidy for battery power. In the past three years, it was changed to a subsidy for battery life. In April this year, another subsidy was just released. The next phase of the policy will increase the requirements for the maximum speed of pure electric vehicles.

The real acceleration of development began in 2013, because this year's financial subsidies were rolled out from pilot cities to the whole country without distinction.

The annual growth rate of new energy sales was 51.5% in 2013, 290% in 2014, and is expected to exceed 200% this year.

Of course, judging from the growth rate, it is extremely rapid, but just looking at the sales figures is very disappointing. In 2013, the sales volume of new energy vehicles was 17,000 vehicles, in 2014 it was 84,000 vehicles, and this year it is expected to be 170,000 vehicles about.

Compared with the current domestic sales of 20 million passenger cars a year, this is as bright as a firefly.

"Yike's project is an exploration. We still need to see how the internal R\u0026D works. If it is not satisfactory, it may not be put on the project." Fang Zhuo said again.

"It is like this, Mr. Fang. The city will not strongly demand Yike to do something. It is just a preliminary contact. If Yike wants to do it, I hope it can give priority to this side." Zhao Si said seriously, "Whether it is people, factories, or car manufacturing qualifications and funds, whatever Yike needs, we can coordinate here."

Having said that, Fang Zhuo had no choice but to agree. Anyway, it was just a meeting. He was telling the truth. There was no sign of it.

The next day, Fang Zhuo was warmly received in Beijing again, but unlike yesterday's talk, he really couldn't say anything today. He was not sure whether to join this trend or not, nor was he sure about the effect of internal R\u0026D.

When he left Beijing, he called Yu Hong on the way to complain about the impact of her leaking the news to the outside world.

"It will be out of the question sooner or later. Our recruitment is quite obvious." Yu Hong disagreed. "Beijing will contact you. Everyone knows what you are busy with. It is easier for you to be polite than us."

"I am just upset." Fang Zhuo said bluntly, "I don't have time to think about this."

"It will be fine after this storm." Yu Hong said, "Washington wants to see you."

"Just let Schroeder handle it." Fang Zhuo said simply, "There is not much to say. If you can talk about it in public, I can know it earlier in private."

He has not made a public appearance or responded to foreign public opinion in the past few months, but he has not interrupted his communication with friends in private. It can only be said that as everyone sells their money, they are more and more inclined to stand aside.

Yike's current size cannot be handled simply. Regardless of BIS or the administrative level, it is generally believed that Yike has no choice this time and must cooperate with the remaining wafer foundry companies.

At present, BIS is reviewing the second temporary license. Judging from the current communication, there is still no problem. This is also a normal buffer.

In the afternoon, Fang Zhuo arrived in Luzhou and hurriedly inspected the new factory for photoresist research and development, verification and production in cooperation with Shencheng Xinyang.

Before the construction, the procedures were not completed. Now, the factory area behind Bingxin has been basically completed, and all the procedures have been completed.

Fang Zhuo was accompanied by the leaders of Luzhou to inspect the new factory related to the stability of Bingxin's supply chain. He also talked to the local authorities again about the current situation and his firm attitude.

When it was close to dinner time, the city invited the head of Bingxin to attend a welcoming banquet.

"What is there to welcome here? It's not like I haven't been back for a long time." Fang Zhuo laughed dumbly, "I'm just a local snake, what's there to welcome."

The city leaders looked different.

Fang Zhuo noticed the difference and asked, "Is there any new situation?"

"The province heard that Yike has plans to make cars?" The leader lowered his voice and asked.

Fang Zhuo understood and said helplessly: "It's not a plan yet..."

The leader suddenly said excitedly: "It's okay, Mr. Fang, let's just talk first. No matter what Yi Ke needs, no matter when Yi Ke does it, it's all Yi Ke's initiative!"

Fang Zhuo hesitated for a moment, but still agreed.

The dinner atmosphere was warm, and different people had similar scenes.

That night, Fang Zhuo just had a drink. After returning home, he made two calls. Just as he was about to rest, he received a call from Shencheng.

He just dialed the connection, and suddenly a light bulb flashed, and asked: "Secretary Liao, don't you want to ask about Yi Ke's car manufacturing?"

The other end of the phone was very surprised: "Mr. Fang, have you taken the leader's call?"

"It's not a plan yet..." Fang Zhuo's attitude began to be the same for the third time.

"Mr. Fang, the city just wants to talk first..." The other side also began to be the same.

Fang Zhuo rubbed his face, okay, this is indeed the influence that Yi Ke should have.

This time he did not agree to return to Shencheng, but appointed Executive Vice President Mr. Yu to come on his behalf.

"Mr. Fang, no matter what conditions others offer, Shencheng can add one!" Secretary Liao suddenly said this before hanging up the phone.

"Okay... When it really comes down to it, Shencheng will always be the first." Fang Zhuo had to make the same statement, both are first, both are tied for first.