Rebirth 99 to become a car giant.

Chapter 697 World-class, special press conference of Nanshan Equipment

"Mr. Wang, we have also been invited to this technical conference of Nanshan Equipment, but I am a little unsure whether the company should attend."

As China's largest chip foundry, SMIC's production capacity will soon be surpassed by Nanshan Semiconductor.

Even if the production capacity of Nanshan Semiconductor, BYD and Warwick is included in the factories, SMIC can only rank second.

As a foundry manufacturer, SMIC must consider many factors when purchasing equipment.

After all, many of their orders are from international chip companies.

That's why as COO, Yang Bingning is troubled.

But if you can't decide something, go to the leader for confirmation.

This can be regarded as a way of survival in the workplace.

"Do you think we can't go?"

"Now it's not about purchasing directly, but we need to go to the site first to understand the technical level of Nanshan's equipment."

"Let's see if their 28nm process chips really use photolithography machines produced by Nanshan Equipment."

Wang Anguo was also in a bad mood at this time, and his heart was full of mixed feelings.

On the one hand, he also hopes that China's domestic chip equipment manufacturers can compete and meet all equipment needs.

After all, they wanted to buy the most advanced lithography machine before, but they were stuck many times on the delivery schedule and price.

On the other hand, he doesn't really want domestic chip equipment manufacturers to progress so fast.

He knows very well that once all domestic equipment manufacturers have really acquired chip production equipment, the production capacity of other chip manufacturers will immediately usher in an explosive increase.

By then, SMIC’s transcendent status in China will definitely not be preserved.

Even in the face of fierce competition in the future, whether SMIC can survive is still a question.

"Judging from the current attitude of various companies in the United States towards Honor mobile phones and Nanshan Semiconductor, Nanshan Equipment's lithography machine technology has really made a relatively big breakthrough."

"And the high-end mobile phone chips produced by Nanshan Semiconductor have been used on HONOR3."

"In the future, 28nm process chips will no longer be a restricted chip technology for China."

When Yang Bingning said this, he felt a little sad when he thought that none of his chip factories had the 28nm process technology.

SMIC obviously entered the semiconductor industry earlier than Nanshan Group, so why is the current situation like this?

Wherever the Nanshan Group has gone, there is simply no grass growing.

“So it’s even more important for us to attend this meeting.”

"Once the production capacity of Nanshan equipment can meet the needs of various other chip manufacturers, but we have not cooperated with them, our competitive advantage in the country will be very small in the future."

"The company's stock price is expected to plummet, which is an unacceptable situation."

When Wang Anguo said this, Yang Bingning naturally knew what to do next.

Hurry up and take the company's technical experts to the press conference to have a good understanding of the situation.

Only in this way can you decide your next move.

……

"Mr. Cao, this technical conference comes just in time."

"Manufacturers from the entire chip equipment industry alliance will participate in this conference together, and then most of the chip processing equipment can be directly displayed in front of target users."

"This is very meaningful for increasing our sales."

He Guangming, the general manager of Modu Microelectronics, personally led a team to Yangcheng to attend the press conference of Nanshan Equipment Organization.

When the time comes, Nanshan Equipment, as the leader of the Chip Equipment Industry Alliance, will bring its juniors to show off their technology.

The chip equipment produced by China itself is no worse than that of mainstream international equipment manufacturers, and some equipment is even better.

High-quality and low-priced equipment is placed in front of you, it’s up to you to use it or not.

Even if you don't dare to use it due to various concerns, will your opponent use it?

This worry is definitely possible.

It can be said that this press conference organized by Nanshan Equipment put many chip manufacturers on the fire.

"Our equipment has been fully verified in Nanshan Semiconductor's factory, and the yield rate of 28nm process chips has been continuously improved."

"Now it can be said that our equipment has no problems and can be promoted to other chip manufacturers on a large scale."

Cao Yang did not intend to monopolize chip technology by relying on exclusive products from Nanshan Equipment.

no need!

At least it’s not necessary at this stage!

Unless Nanshan's equipment can already produce products that are one generation or even two generations more advanced than all other manufacturers, then the equipment can be used to slow down the pace of catching up with competitors.

Of course, this approach should not be too rigid.

Otherwise, other manufacturers will not dare to buy your equipment in the future.

It's like why doesn't Bosch make cars?

It’s not that they don’t have this technology and level, but once they start producing cars, many OEMs will not use Bosch parts.

Or it will start to reduce the use of Bosch parts.

For Bosch, this is a loss outweighs the gains.

Although the current situation of Nanshan Equipment is not exactly the same as that of Bosch, it is somewhat similar.

"It is indeed possible. The technical indicators of our packaging and testing lithography machines are no worse than those of international equipment manufacturers, and the price is less than half of others."

"And the various after-sales conditions are much better. Those chip manufacturers do not use our equipment, but spend foreign exchange to import high-priced equipment. This is completely uneconomical behavior."

"In the past, everyone always had concerns about domestic equipment. Now Nanshan Semiconductor has used its own products to tell everyone that the performance of chips produced using domestic equipment is also very good."

As the general manager of Modu Microelectronics, He Guangming has put a lot of effort into promoting chip production equipment in recent years.

However, the scale of Modu Microelectronics has never been particularly large.

At least compared to those giants like ASML, there is still a big gap in scale.

In the past, the technical level of my own equipment was not up to par, and there was a gap.

Now he feels that the equipment technology level of his own factory has improved, but the sales volume is somewhat stagnant.

This is a bit uncomfortable.

However, chip production equipment is very special. If you simply go to customers to sell it, the effect will not be very good.

There is currently no exhibition specifically focused on chip production equipment in China.

Under such circumstances, the significance of Nanshan Equipment holding such a press conference is very different.

It is equivalent to the big brother taking the lead and bringing the brothers to a formal appearance.

"The domestic demand for chips is constantly increasing, and there are more and more related chip companies."

"In just a few years, domestic chip production capacity can at least double."

"By then you will probably have to worry about being overwhelmed with orders."

Cao Yang confidently expressed his opinion to He Guangming.

Cao Yang, who knew the development pace of China's semiconductor industry in later generations, really had the confidence to say this.

"Then let me lend you your good words. I hope this day will come as soon as possible."

Hearing what Cao Yang said, He Guangming smiled even more on his face.

However, Cao Yang and He Guangming were happy, but some people were not.

"Christopher, Nanshan Equipment's new product launch conference is very large. It is said that the products of China's major chip equipment manufacturers will be released and promoted together."

"I think the company needs to take the initiative, contact China's chip companies, and tell them that we can sell them the most advanced lithography machines."

"And the delivery cycle has been significantly reduced compared to the past."

Pete felt it was necessary to take some measures to counteract the effects of those movements of the Nanshan equipment.

Otherwise, the situation on Asmai's side would be really dangerous.

After all, all chip manufacturers are now watching what's going on with Nanshan Equipment.

"What you said makes sense. Not only must we take the initiative, but we must also start lowering prices."

"I am going to propose to the interim board of directors that the prices of all our equipment will be reduced by 20% in the future to cope with the rise of Chinese chip manufacturers."

Christopher is certainly not stupid if he can become the president of ASML.

Judging from the current information, Nanshan Equipment's products are not more advanced than theirs, at most they are on par with them.

But their advantage is that the price is relatively low.

In this regard, ASML also has room for decline.

Lowering the selling price can be regarded as a step down for customers such as Samsung and TSMC who continue to support them.

At the same time, it is also to better attract Chinese chip manufacturers to purchase lithography machines from ASML.

Photolithography machines that were not available for more money in the past can now be purchased quickly.

For some Chinese companies, it is definitely attractive.

After all, not everyone is willing to use domestic equipment.

"It is indeed necessary to reduce prices, otherwise the price gap will be too big, even if you want to convince customers to accept it, it will be difficult."

Naturally, Peter fully supports Christopher's price reduction plan.

When there is no problem with performance, price is the most critical factor.

After all, we are all businessmen, and we buy equipment to produce chips just to make money.

If the purchase price of the equipment is too high, the cost of the chip will be too high.

This will further lead to a decline in competitiveness, thus forming a vicious cycle.

ASML's price reduction action naturally spread quickly in the industry.

"Mr. Cao, today is the day when we hold a press conference. ASML suddenly announced last night that it would lower the prices of all photolithography machine products. It is obviously aimed at us."

Early in the morning, Pan Jinxing came to Cao Yang's office.

He was still a little unhappy with Asmai's actions.

Such targeted actions are disgusting.

Although even if ASML's lithography machines are reduced by 20% in price, the price is still much higher than that of Nanshan Equipment.

But the way of adding trouble to you makes people want to fight back.

"If Asmai didn't move at all, I would feel weird."

"Now that they are starting to cut prices, it means they don't have much choice but to start cutting into their profits."

<divclass="contentadv">Cao Yang was very calm and not anxious at all.

After so many years of laying out the domestic semiconductor industry, it is now time to reap the fruits of victory.

Asmai's little move was innocuous at all.

Even this also highlights the influence of Nanshan Equipment's press conference.

"That's the truth, but I think we need to find a way to kill Asmai, so that he won't disgust us from time to time in the future."

Pan Jinxing now has great confidence in the semiconductor division of Nanshan Equipment.

Once a breakthrough is made in chip production equipment, continuous upgrades in the future will not be so difficult.

The road from zero to one is the most difficult to walk, but from one to two is much easier.

"It's okay to make Asmai suffer, but it's probably not that easy to kill them."

"Look who are the shareholders of ASML?"

"Samsung, Intel, and TSMC are the world's top chip companies, and the most advanced lithography machines are basically bought by them every year."

"Only by snatching away their business and making it difficult for them to survive will ASML possibly fall."

Cao Yang knows very well that Samsung, Intel, and TSMC will not purchase lithography machines from Nanshan Equipment.

This involves a very complex series of issues.

To some extent, these companies are the tentacles of Wall Street capital.

They will not easily hand over their most core equipment to Chinese companies for production.

In the equipment industry, if you don’t have customers to buy your equipment, it will be difficult to continuously invest money in technology upgrades.

The semiconductor industry is an industry that follows Moore's Law and continues to undergo rapid changes every year.

As long as you fail to keep up with the pace for a few years, it will be very difficult to catch up in the future.

After all, you can stop, but your competitors won’t.

Samsung and TSMC naturally understand this truth.

Therefore, they will not give up their support for Asmail until the end of the rope.

"Then we will expand Nanshan Semiconductor's production capacity as soon as possible, and also support other domestic companies to expand their production capacity."

"When the time comes, we will first seize the market for the 28-nanometer process."

"At that time, we will be the first to invest in the 14-nanometer process factory to seize the most advanced chip market."

"Several measures are deployed together. In a few years, it is estimated that the global chip landscape will undergo fundamental changes."

Pan Jinxing said enthusiastically.

If he could bring down all those chip giants, he would feel that his life would be worth living.

It may even become famous throughout the ages.

"This is exactly the purpose of our new technology launch conference this time."

"It's an upright conspiracy, it all depends on how they break it."

Cao Yang's conspiracy is obviously not easy to break.

Especially at the technology conference that afternoon, Nanshan Equipment released pictures of its lithography machine at the production site and related technical parameters. Information about various other chip production equipment was also announced at the same time.

This situation is even more difficult to break.

That night, China Television spent a full three minutes introducing the press conference directly on the news network.

The intensity of this coverage is absolutely huge.

To some extent, this shows China’s official support for the semiconductor equipment industry.

"Mr. Cao, yesterday five chip companies expressed their intention to come to our Zhongwei Semiconductor production site to inspect. They are very interested in our etching machines."

On the second day of the press conference, Yin Zhiqiang from China Microelectronics called Cao Yang with a smile on his face.

Since its establishment in 2004, China Microelectronics has been developing rapidly.

But now the main equipment is sold to Nanshan Semiconductor, and not many other manufacturers outside the system use it.

Taking advantage of this opportunity, China Micro Semiconductor became famous instantly.

Even at yesterday's press conference, the popularity of Zhongwei Semiconductor's etching machine was second only to Nanshan Semiconductor's photolithography machine, and it became a dazzling star.

To some extent, based on this press conference, the development pattern of China Microelectronics is completely different.

"Mr. Yin, the R&D team you lead is very strong. The current etching machine has better performance than competitors such as TEPCO, and the price is lower. It is normal for everyone to be interested. It is strange that they are not interested."

"Those international chip equipment giants have been making money for so many years, and it's our turn to make money."

Cao Yang is still very optimistic about the future of China Microelectronics.

Although the threshold for etching machines is not as high as that of photolithography machines, the technical difficulty is actually not low.

The key is that this kind of equipment is widely used in the chip industry and is required in many processes.

It can be said that if they occupy more than 100% of the etching machine market and go public in the future, they can at least increase the market value to more than billion, and they can be considered a unicorn-level enterprise.

"That's true. For the equipment that we couldn't produce before, those international giants had to sell their products at least 100% profit margin."

"The key is that the attitude is very bad. He looks like he doesn't want to buy. It's very annoying."

“When it comes time to need equipment maintenance or purchase spare parts, it will be even more difficult.”

"People will calculate labor costs with you from the moment you board the plane, and spare parts are also ridiculously expensive."

"They can charge you thousands of dollars for an ordinary bolt. It's just a money grab."

When Yin Zhiqiang entered the etching machine equipment industry, he naturally conducted a relatively in-depth investigation of the entire chip equipment industry.

Only when I see domestic development opportunities and have confidence in my own technology will I choose to start a business.

Starting a high-tech enterprise is not easy at all.

If you are not careful, you will lose everything and you will not achieve anything.

There are very few people like Yin Zhiqiang who can successfully develop products and then industrialize them.

However, precisely because of its rarity, if it really succeeds, there will be greater attention and support from all parties later.

Of course, not everyone wants to see the success of China Micro Semiconductor.

As bystanders who pay the most attention to the developments of all parties, the people from Samsung have a complicated mood at this time.

"Mr. Li, according to the information at this press conference of Nanshan Equipment, the various products of the Chip Equipment Industry Alliance are really no worse than the equipment used in our most advanced chip factories. The key is that the price is even higher. A lot cheaper.”

"As a result, the large-scale chip factories we will rebuild in China in the future will not have any advantages in terms of investment."

Chaihang majored in microelectronics when he was in college, but it was difficult to find a job after graduation at that time.

Finally, I entered Nokia to engage in sales.

However, some basic professional qualities are still there.

Now that I have arrived at Samsung, I can get started with some related content again much faster than the average person.

"This is indeed a trouble. The amortization of chips produced by new factories, production equipment and factory investments account for more costs."

"Our equipment procurement costs are more than double that of the chip industry alliance, which is definitely detrimental to future development."

"But the headquarters will definitely not consider purchasing equipment from China."

Li Zailin could naturally understand Chai Hang's concerns, but he found that he actually didn't have many solutions.

Otherwise, how can we say that what Nanshan Equipment did was a conspiracy.

They also boldly invited international chip giants such as Intel, Samsung, and TSMC.

Of course, the people attending the meeting of these giants are definitely not high-level officials.

To some extent, this can be regarded as a silent protest and neglect on their part.

"Chinese companies are the best at fighting price wars. If our costs are higher and our technical advantages are not obvious, then the situation in the future will definitely be very difficult."

"Mr. Li, I think this matter still needs to be paid attention to."

"In fact, except for the photolithography machines produced by ASML, I think we can actually consider purchasing other things from China."

"In this way, we can take an advantageous position compared with other manufacturers such as TSMC."

Chai Hang boldly put forward his idea.

For Samsung, its current main rival in the field of chip foundry is actually TSMC.

Then it is probably Nanshan Semiconductor.

"I can't make the decision on this matter. Let's talk about it after reporting it to the headquarters."

Li Zailin sighed and thought it was better to hand over this problem.

"I think if we report this matter to the headquarters, they may be more embarrassed. After all, there are many things to consider."

"If our Huaxia branch makes the decision on its own and the headquarters turns a blind eye and gives in half, this matter will be over."

"After all, what we do is good for the company and does not harm the company's interests."

Chaihang didn’t want to think about changing jobs again after switching from Nokia to Samsung.

Therefore, he is still very concerned about the development of Samsung.

Of course, this premise is because he is very confident in Samsung's future and feels that Samsung has an excellent layout in the entire mobile phone industry chain, computer industry chain, semiconductor and other industries.

These layouts can ensure that Samsung is in an advantageous position when competing with competitors.

"If there are no problems in this kind of thing in the end, it will naturally be a good thing for our Huaxia District to innovate and develop boldly."

"But if something happens by then, it will be because we made our own decisions and did not report to the headquarters, and someone will take the blame."

When Li Zailin said this, Chai Hang didn't dare to say anything more.

After all, he definitely couldn't afford to take the blame.

And Li Zailin obviously didn't want to take the blame.

He is already in a high position and stability is more important than anything else.

However, they soon discovered that they didn't need to worry.

Because there is a new big move in the United States.