Chapter 185: ASML City Gate Fire
After getting off work, Yu Zixian thought of Marubeni Co., Ltd., and thought of the first domestic company specializing in the production of semiconductor materials related to Marubeni Co., Ltd. - it would take a year to establish Ruihong Electronics.
In 1992, the school-run factory of Suzhou Middle School (Suzhou Electronic Materials Factory) and Marubeni, Ruion Company, after 8 years of exchanges and cooperation, finally reached a joint venture consensus, in creating a precedent for the establishment of the multinational company and the Huaxia school-run factory, and in October 1992, with the support of the Ministry of Electronics Industry, the Ministry of Chemical Industry and other national authorities, the three parties signed a letter of intent, named the company "Ruihong Electronics".
It was not until October 1993 that Ruihong Electronics Joint Venture was formally established with a registered capital of 2.654 million US dollars. Subsequently, it mainly produces various types of photoresists and related supporting reagents, developers, stripping solutions, rinsing solutions, etching solutions, etching solutions, etc., which are used in IC, discrete devices, TP, LED, LCD, OLED and other electronic industries.
In 8102, Suzhou Ruihong, as one of the earliest companies in the electronic materials industry, has become one of the most influential companies in the industry after more than 20 years of development. The level of Suzhou Ruihong's leading products has reached the international advanced or domestic leading level, and the photoresist has a competitive advantage in the domestic market. Ruihong's positive rubber has reached 40 tons per month in China, accounting for more than 50% of the low-end LCD market. RZJ positive photoresist, RFJ negative photoresist, RBL-3316 new positive adhesive stripping solution and new developer have been identified as provincial high-tech products.
At this time, Ruihong Electronics was still following his father around, and it didn't even reach the level of being in his mother's womb...... Do you want to mix it up next year?!
If you follow Ruihong Electronics, which had total assets of only more than two million US dollars at that time, Yu Zixian felt that it was very necessary.
The most important thing is that in addition to semiconductor photoresist, Ruihong later has TN/STN-LCD photoresist products, and also has high-end TFT-LCD photoresist products, which is a leader in the localization of panel photoresist.
This made Yu Zixian even more greedy
However, it is miserable, and there is still a choice after a year, but at present, because of the possibility that the photoresist will be out of stock, the leading cadres of Xiangji need to solve this problem as soon as possible, and it is likely that they will not have a choice - except for the book or the book!
The next day, as soon as he went to work, Yu Zixian received a call from Tong Ruoyu.
"Boss, according to the preliminary information from our side and the news that Marubeni has just fed back, this supply interruption does not seem to have much to do with our Xiangjidian......
"It's okay?"
"Yes, this time, in addition to our Xiangji Power involved in Yuben, TSMC and UMC on Bay Island have been affected, and they are also among the possible supply cuts......"
"Is there any official notice from Marubeni Corporation?"
"Nope. That's all we have so far. Mr. Jin Zhijiang and Mr. Jin are also inquiring, and there should be news later. â
"Okay~_~ Your family continues to investigate. â
After hanging up Tong Ruoyu's phone, Yu Zixian breathed a sigh of relief.
It seems that this time the photoresist is out of stock just a supply problem, not a deliberate supply cut off for Xiangji.
As long as it's not for Xiangjidian, everything is easy to say. Didn't you see that TSMC and UMC were among the notices?
The sky is falling, and there is a big man on top.
But it's not the same thing, the upgrade of the 1.2 micron production line of our own Xiangji is about to be completed, and the official production is about to be put into production, and the photoresist stored by Xiangji is only enough to debug the amount used during this time.
Previously, because the amount was not large and the time of Xiangjidian was relatively tight, ASML used its relationship with Wan Dao to adjust a little photoresist.
Because of the upgrade of the chip manufacturing process, the photoresist corresponding to the 1.2 micron process with higher standard requirements, Xiangji is the first time to buy it this time.
It's not that Xiangjidian didn't want to reserve before, but this thing can't be stored in large quantities for a long time. The construction period of Xiangji was advanced, so these things rushed together, and a little accident occurred, and the supply was affected.
The light-sensitive components in photoresists are very fragile and have strict requirements for storage time and packaging materials in addition to temperature requirements.
Generally, it is packaged in brown glass bottles, and then covered with black plastic bags, and the shelf life of photoresist is to be used within half a year.
After expiration, you can only communicate with the manufacturer for replacement. Because only the manufacturer knows the components in it can readjust the product. In addition, the photosensitive component is broad-spectrum to accept the light reaction, not only the specific light can make it invalid, but the reaction period of other wavelengths of light takes a long time.
After Cao Fei, Tomoki Kashima, Cai Junjie and Aso Shunichi, as well as Liszt Qi, the on-site head of ASML in Xiangji, arrived, Yu Zixian gave a brief introduction to the situation.
"Mr. Cao, how many days can we use the photoresist stored on site?"
"According to the current use intensity and the progress of the production line upgrade, it can at least be estimated that it will stick to the end of commissioning, that is, five days, and after five days, the joint test will be completed, and after all the work is accepted, it will be transferred to the trial production stage. At that time, the amount of resist usage will increase significantly, and with the increase in yield, the production capacity will be fully opened...... It's hard to have an exact number of usage. But the amount of 0.3 tons a month is still needed. According to our three-month purchase cycle, we need to purchase at least one ton at a time. â
"Manager Liszt, the amount of photoresist used on site was provided by you before, I thought, can you use your channels to temporarily bring us a batch of ...... If possible, other semiconductor materials may need your help. â
Yu Zixian is worried that other lithography materials and etching materials will also be affected......
"Mr. Yu, I have contacted our director in Hsinchu Ritoskivi yesterday evening, according to him, the current material supply market in Bay Island is also relatively tight...... And this time, with the commissioning of the production line equipment of Xiangji, we have removed half a ton of photoresist from the Bay Island channel, and two tons of other materials...... In order to make this cooperation between the two sides pleasant, we not only fulfilled our obligations, but also took the initiative to help when your supply of materials was insufficient! I think our sincerity has been very obvious......"
Yu Zixian nodded: "Indeed, this time, ASML has provided us with a huge helper......" Although Yu Zixian said this, he couldn't help pouting in his heart, "You are not trying to shut me up, cooperate with the release of your new lithography machine PAS5500 September......"
At this moment, Cheng Du suddenly walked in, whispered to Yu Zixian for a while, and at the same time opened a newspaper for Yu Zixian to read.
And Yu Zixian looked at it for a while, and then looked at Liszt's eyes wrong...... Let Liszt be shocked, at the critical moment when the company's PAS 5500 has only been released for a week, nothing bad will happen, right?
Yu Zixian was about to say something when Liszt's secretary walked in and whispered to Liszt.
At first, Liszt listened to the secretary's words, and his face was still happy, nodding whether he nodded. But when he got to the back, Liszt's face changed......
The key is that Liszt's secretary's voice is relatively loud, even if it is a whisper, it makes a few people not far away vaguely hear something.
Li Szt glanced at Yu Zixian while listening, but he happened to meet Yu Zixian's teasing eyes.
"Mr. Liszt, we would like to congratulate you on the launch of the latest PAS 5500 lithography machine from ASML. But because of this, we who use your ASML lithography machine are deeply implicated...... This Nikon and Canon led equipment manufacturers actually directly interfere with the sales of upstream semiconductor material manufacturers......" Speaking of this, Yu Zixian paused and stared at Liszt for ten seconds before saying: "Mr. Liszt, don't you want to say something?"
"This ...... First of all, on behalf of ASML, I would like to thank Mr. Yu for his strong support. At the same time, I also apologize for the possible damage to the normal production of Xiangji because of us!However, I want to emphasize that the current information is just gossip, and the authenticity remains to be further confirmed!"
Ten days ago, on September 26, 1991, ASML had high hopes for the PAS 5500 lithography machine launched in the United States at the same time.
This time, ASML launched the PAS5500 scanning stepper lithography machine, which has the leading productivity and resolution of the semiconductor industry at this time, and has been favored by major manufacturers in Europe and the United States in just a few days once it is released. At this time, it has also attracted the attention of local manufacturers such as Toshiba and Hitachi.
Historically, it was the PAS 5500 that has been a great success. Twenty years later, the 5500 series of machines were used in large quantities, which shows the performance and stability of the PAS 5500 series lithography machines.
It is the launch of the 5500 series that marks the beginning of ASML's maturity with the support of European and American manufacturers.
In 1986, ASML began to establish a reputation in the market with the introduction of the PAS 2500 step-by-step lithography machine with a new centering technology, and in the same year entered into a partnership with lens manufacturer CarlZeiss.
With the market and profits brought by the PAS 2500 lithography machine, ASML made great efforts to officially launch the PAS 5500 lithography machine ten days ago this year.
It's just that while the PAS 5500 has earned enough eyeballs and a large number of orders for ASML, it has also made a group of manufacturers led by Nikon vigilant against this lithography machine brother who has never been seen in the eyes before.
Seeing that semiconductor manufacturers began to contact ASML in parts, and that they were anxious to place orders, Nikon and Canon couldn't sit still and began to contact major semiconductor manufacturers.
It's just that in addition to the manufacturers of this book, other European and American manufacturers just politely agreed, but they just didn't see anyone.
But that's understandable. The upgrading of semiconductor equipment promotes the upgrading of semiconductor processes, semiconductor products and the entire electronic equipment.
Therefore, in essence, semiconductor equipment not only supports the development of the integrated circuit industry, but also supports the development of the entire electronic information industry.
Semiconductor equipment includes front-end equipment, back-end equipment, plate-making equipment, material preparation equipment, etc., the most critical of which is front-end microfabrication equipment (including equipment for process processing such as exposure, etching, doping, and thin film growth of semiconductor chips, as well as measurement equipment).
The core of microfabrication technology is the progress of microlithography technology and optical lithography equipment.
Since the late 80s of the 20th century, the focus of optical lithography technology has shifted from Q-line to i-line and excimer. By the early 90s, i-line lithography began to be used.
After ASML launched the PAS-5500, subsequent Japanese manufacturers successively launched their first i-line stepping projection lithography machines, such as Nikon NSR1775iTA, Canon FPA-200i, Hitachi LD-5015iCW, American Vstrastep2020i and 2244i, etc.
These models can achieve 0.5Ξm resolution, meet the needs of 16MDRAM chips, lithography 6-8 inch films.
In short, PAS set a technological precedent and became the leader in the development of lithography machines at this time.
It's not that Nikon's technology is not advanced, but that ASML has broken the monopoly of Nikon and Canon in the past, which is what major semiconductor manufacturers other than Nikon like.
Because of this, Nikon couldn't help but be annoyed when other major manufacturers were indifferent to their invitations, so they invited other manufacturers in the semiconductor industry chain to discuss the semiconductor equipment and material supply conference.
The next day, news of a tight supply of semiconductor manufacturing consumables flowed out. Tsmc has also received a notice that the supply of photoresist corresponding to Marubeni Co., Ltd.'s 1.2 micron lithography may be cut off or postponed.
Of course, there are certain things, especially the semiconductor industry, which has just signed the "Second Japan-U.S. Semiconductor Agreement" with the United States. These giants in the semiconductor industry chain do not dare to make blatant threats, but a little gossip in private can also make some people judge the situation again.
As a result, Nikon officially held a meeting the day before yesterday to inform major manufacturers that it would officially launch its first i-line stepper projection lithography machine NSR1775iTA in late October, and invited major manufacturers in Europe and the United States to visit and purchase. Even TSMC and UMC, which have always been dominated by ASML, are invited, and the intention to demonstrate to ASML and the manufacturers who have chosen ASML lithography machines is very obvious.
Before, Chen Du came in to inform Jin Zhijiang of the latest news that he had inquired, as well as a telegram about the newspaper in the semiconductor industry.
In short, this time, Xiangshi, including TSMC, and other manufacturers that previously chose ASML lithography machines, may be a "pond fish" because of Nikon's demonstration against ASML.
Because of the PAS 5500, ASML City Gate may be on fire, but manufacturers like Xiangji have suffered in advance.
Therefore, when Liszt said that ASML had no way to supply semiconductor materials, Yu Zixian stared at him playfully for a while, and even had a hint of ridicule.
After Yu Zixian knew the cause and effect of the matter, he knew that he could not participate in it in this period.
But ASML is different, even if he initiates various relationships, he must complete the crisis of semiconductor material supply caused by ASML camp manufacturers this time, even if he invites Philips and the future American father, he must deal with this matter peacefully......
It's about ASML's face and waist...... There is no way back.
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