Ultra-Dimensional Technology Era
Page 104
Gao Zhiyuan nodded: "Okay, then I will leave everything to Mr. Zhao and everyone."
The subsequent debugging work went very smoothly, thanks to the application of simulation space technology, and the equipment in the production line is all domestic equipment, which can be tested together online. Minor problems are very easy to find, and then adjusted in time.
The reason why Zhao Jun said before the Spring Festival is that the time has actually been extended. According to their current adjustment speed, it is estimated that the debugging work will be completed around mid-January and put into formal production.
……
Great Staff Province.
TSMC headquarters in Taoyuan City.
After Zhang Zhongmou finished reading the report, his face became solemn, and the vice presidents beside him also looked confused.
"SMIC's research and development speed is so fast." Vice President Cai Gongnan looked like he saw a ghost.
"Yes! Didn't they say that Applied Materials and Tokyo Electron embargoed equipment?"
Xiong Guang, the vice president in charge of mainland affairs, shook his head with a wry smile: "The semiconductor equipment manufacturers in the mainland can already provide world-class semiconductor equipment."
"...Old Bear, are you kidding me?"
Xiong Guang spread his hands and replied, "Why did I lie to you?"
A group of vice presidents were chattering. Obviously, the threat of SMIC's completion of the 12nm process is not as great as the threat of mainland semiconductor equipment.
The collective improvement of semiconductor equipment in the mainland is a terrible problem, which means that the restrictions imposed by Batumi and Waxie in this area have become a piece of waste paper, and even have a counterproductive effect.
Zhang Zhongmou can even see that in the future, countless Chinese-made chips will rush into the world, killing the entire chip market in the world, and he shudders when he thinks of this.
He already felt a fatal crisis was sweeping towards TSMC.
And he feels powerless. If SMIC realizes the 12nm process, it is not worthy of TSMC's fear. The problem is that the localization of semiconductor equipment will continuously produce countless SMICs.
As a result, TSMC will face fierce competition.
A storm is approaching. Perhaps the world chip manufacturing industry will be completely changed by the end of 2013. The chip manufacturing companies in the province of Vietnam are the first to feel the pressure of the storm.
Chapter 93 Countercyclical
On November 11, SMIC announced that it has successfully developed a 29nm chip process and will officially accept OEM orders in February 12.
This news immediately caused an uproar, although the whole world knew that SMIC was developing a 12nm process.
The problem is that this year the international embargo on semiconductor equipment is very strong. Most people think that SMIC will not be able to overcome the 12nm process within two or three years.
However, the reality slapped them hard. In less than a year, SMIC has completed the research and development of the 12nm process, and it is only two or three months away from being put into use. This speed is simply terrifying.
If it is said that SMIC ignited the spark of the Huaguo chip, the next situation will be wildfire and start a prairie fire, which is out of control.
12月1日,紫光公司宣布成功攻克16纳米工艺,目前正在向14纳米和12纳米工艺前进。
On the same day, Yangtze River Storage also added fire, announcing the realization of a 16-nanometer process, and cooperating with Shenguang Instrument Group to launch two memory chips on January 1 next year.
They are Yangtze River Tide-1 (8G) and Yangtze River Tide-2 (16G).
In addition, SMIC will be commissioned to manufacture the Changjiang Inspur-12 (3G) using a 32nm process.
And watching everyone keep breaking the news, the HiSilicon chip, which is not afraid of tigers, also announced that it will launch the Kirin 800 chip in March next year.
As soon as these news came out, it was a catastrophic consequence for the chip manufacturing enterprises in Dawei province and abroad.
TSMC shares plunged 14% for a week in a row.
The stock prices of Sanxin Electronics, Hynix, Micron, Powerchip, World Union, Gro Ark and other chip foundries, or memory chip manufacturers, are also in the red, and the market generally falls.
In this situation, the ghosts lurking in the international financial market reaped another fortune.
Obviously, the rise of Huaguo's chip manufacturing is seriously hitting investors, especially now that Intel is slowing down even with the 14nm process, and other manufacturers are generally hovering at 16nm and 14nm.
While SMIC achieved corner overtaking, Tsinghua Unigroup, Yangtze River Storage, Huada Semiconductor, and HiSilicon also began to keep pace with them.
Faced with the Huaguo cluster effect, once the scale increases, coupled with the winner-take-all nature of the chip industry, many investors already feel that the chip industry is about to fall, and selling at this time has become an instinctive action.
[Huaguo’s chip technology breaks through 12nm, what is our company doing] ——Fox
[The 12nm Intel engineer said that there may be tricks in it! ]--New York Times
[The fatal crisis strikes, and the semiconductor industry may be subverted. ]——The Dong-A Ilbo
[The invisible overlord of Huaguo Semiconductor that you don’t know about—Shenguang Instrument. ] - Asahi Shimbun
[The only advantage is about to be lost, where will Dayuan Island go]——Ta Kung Pao
Twitter and Facebook also quickly reposted the news, and the rise of Huaguo chips became a big event at the end of the year.
South Korea, Sanshin Plaza Building, No. 263, Seohyeon-dong, Bundang-gu, Seongnam-si, Gyeonggi-do, is the well-known Sanshin headquarters.
Sanxin Group Headquarters Building, Sanxin's signboard is still shining brightly, but this time the storm was too strong, and the signboard was crumbling because of the rapid and violent beating.
Li Jianxi looked out of the window silently, and the storm, like black clouds overwhelming the city, was beating the glass mercilessly.
"...Chairman! The above are the investigation results of Huaguo Branch." Quan Wuxuan, President of Sanxin Electronics, reported seriously.
At this time, the meeting room was oppressed, even Li Jianxi's son and daughter, Li Zayong, Li Fuzhen and others dared not show their anger.
Li Jianxi who turned around, although Huafa has grown, but he is still the all-powerful Sanxin lion: "Wuxuan."
"exist."
Li Jianxi said without hesitation: "Go all out to develop the 10-nanometer process, and Sanxin Electronics' memory chips will reduce the price by 30%."
"Yes." Quan Wuxuan nodded quickly in response.
Apparently, Sanxin Group has come up with their trump card - the counter-cyclical sales method, deliberately lowering the shipping price and suppressing other memory chip manufacturers. This way of lowering prices makes it difficult for other manufacturers to recover.
This trump card is a typical mutual harm, see who can't hold on in the end, and then the winner takes all.
It is through this method that Sanxin Electronics gradually overwhelmed Dongying Semiconductor and Miguo Semiconductor and became the overlord of the chip manufacturing industry.
In order to maintain its advantage, Sanxin Group is also desperate. Li Jianxi knows the consequences of this incident. Once the Huaguo chip company becomes big, it is probably the beginning of Sanxin's decline.
In addition, Sanxin Group did not act on its own this time. Li Jianxi quickly joined forces. Hynix, Micron, Powerchip and other memory chip manufacturers collectively cut prices in order to suppress Huaguo chips.
Chip foundries such as TSMC, Intel, Gro's Ark, and Gaota Semiconductor, or chip manufacturing companies, also cut prices by coincidence.
For a while, chip prices around the world dropped by more than 20-30%, and many manufacturers were already losing money.
It has become the consensus of all overseas chip manufacturers to encircle and suppress Huaguo chips.
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