Chapter 508: Expansion! Expansion!

The competition in the semiconductor foundry industry is, in the final analysis, the competition between technology and production capacity, and to put it bluntly, the competition of capital thickness.

SS company has the strength of the whole country to support, bleeding through the semiconductor recession cycle, and finally standing at the peak of the world's pinnacle of a small piece of winners, TMS also relies on various forces on the island plus borrowing international capital to become the king of foundry.

As for intel, the boss of the rivers and lakes, relying on the first-mover advantage, he directly burned out the absolute king of the PC era by burning money along the way.

In contrast, no matter how much AMD jumps, even if it occasionally takes the lead in technology and comes up with the most powerful CPU model, the fatal wound of production capacity will quickly make their efforts come to naught.

In fact, they will soon be unable to hold up this capital game, and at the end of 2008 they began to plan to sell themselves to oil capital. It's just that we don't know the specific progress yet.

For Liu Ruoyi, this is a rather regrettable thing, one is that the general environment does not allow it, and the other is that the timing of the start is also late, otherwise swallowing AMD's production capacity and business, Zhongxin International Dragon Factory will inevitably take a big step forward.

But it's good to think about it, it's actually impossible.

Therefore, Liu Ruoyi is staring at the development of semiconductors during this time, and the focus is still on enhancing his strength within the scope of his control.

With the gradual adjustment of the production line in the mainland, the super super memory manufacturing factory in the mainland, which was named FAB DRAM factory by Liu Ruoyi, has been jokingly called Dream Factory by its own people (DRAM is one letter different from Dream Dream in English), and now it has begun to release production capacity.

Before the initial ramp-up, the monthly production of DDR2 and DDR3 began to exceed 100,000 wafers, such a terrifying recovery ability, thanks to the engineers of Zhongxin International who are debugging day and night, and after all adjustments are in place in the future, the final monthly production capacity will reach 400,000 pieces of 12-inch wafer processing capacity!

It was a miraculous battle for the employees of Zhongxin International to bring down the memory on the island, and now Liu Ruoyi put another miracle in front of them - the opportunity to defeat SS Company to dominate the memory field, and these engineers are not just trying to do it.

Most of the employees are dignified, and if they have the opportunity to raise their eyebrows and take down their opponents, they are absolutely going all out without mercy.

It's a trivial task. What's more, now that the conditions are so good, the Xiangjiang Dragon factory has caught up with the mainstream level of the latest generation of storage in the manufacturing process. The combined production capacity of Dragon Factory and DreamWorks is very likely to overwhelm the opponent in name.

Although the real increase in market share is not something that can be completed in three or five months.

Of course, the opponent is not sitting still, from the news, 45nm may not be the latest generation of memory process technology soon, it is estimated that it will not be a few months before competitors will issue a big move to update the generation, and it is rumored that the 32nm mass production of SS company is imminent.

Memory is the foundation of SS company in the semiconductor field, of course he will not sit still, for the bloody war launched by Zhongxin International, SS company, which has been accustomed to bloodshed and persistence, gritted its teeth and is doing various actions.

Including the 32nm process technology is highlighted, and the process technology is once again leading.

In terms of production capacity, Zhongxin International has taken the lead in the layout, and SS Company has no ability or need to carry out suicidal expansion in the previous generation of production capacity.

In fact, from the current production capacity of several leading players, the production capacity of ordinary storage products in this field is quite saturated, and the combined production capacity of the top four players can exceed 1 million pieces per month!

In terms of demand, if you distribute it evenly, you will have a maximum of 70% capacity utilization!

Obviously, the market share cannot be so ideally distributed, so among them, there will inevitably be players who will fall.

In the market, SS Company, HLS, MC, EP and Qimonda + Zhongxin are still left with these five strong players, each with its own background and funding owners. Relatively speaking, EP, which has the worst source of capital, is in the most dangerous situation right now, and his alliance with the few remaining memory contractors on the island is very fragile.

After all, after being strategically withdrawn from the memory by the business tycoons on the island, the financing environment of the memory on the island has deteriorated sharply, and from the perspective of capital, they simply cannot help but lose money for a long time.

EP is also in an awkward situation in Toyo, although there are consortia that are still holding on, trying to keep Toyo's last glory in the field of memory, but apparently only relying on one or two consortia to support it, and if they lack more powerful capital and strength, they will not jump into the pit when they see that something is impossible.

This is the general trend of the memory market.

Of course, the Dragon Factory also has a 32nm process process research and development plan in the memory market, but there are still many problems, and there is no timetable for mass production for the time being, so that the outside world does not know the progress.

So far, it's been an uphill battle. At present, SS Company still occupies one-third of the world in DRAM and NAND, and is the largest player, leading in both market share, technical level, and factory capacity.

Simply increasing the production capacity of ordinary DRAM products is not necessarily a sufficient condition to defeat the other party, but only a necessary condition!

According to Liu Ruoyi's doubling plan, it is impossible to increase backward production capacity, and now it will take at least more than 2.5 billion US dollars to complete the doubling of 45nm process capacity.

Compared with the first 45nm process production line, on the one hand, the R&D cost can be saved, and the equipment can also be reasonably deployed according to the demand.

However, this investment scale is still astronomical for ordinary shareholders, that is, Liu Ruoyi is now terrifyingly wealthy, so he can continue to invest in such an amount of 2.5 billion to 5 billion US dollars.

After the appreciation of the renminbi now, the exchange rate is also close to 1:7, which means that Liu Ruoyi has at least invested tens of billions of yuan.

In Liu Ruoyi's previous time and space, there is no capital in the mainland that can provide such capital investment, and it is impossible for large funds to invest hundreds of billions of dollars in this without restrictions.

So this is the change that Liu Ruoyi has brought to this world, and it has begun to become bigger and bigger.

With abundant funds, Zhang Rujin can carry out rapid technology iterations, shortening the distance between them and the leaders at a speed that is visible to the naked eye, so that Liu Ruoyi's investment will be invested in a shorter time to form productivity.

Speaking of the $30 billion investment promised by Liu Ruoyi, to this day, it has basically been invested in advance for just over a year, much faster than the original plan, on the one hand, Zhang Rujin's team is very effective and can quickly establish the dragon factory.

In addition, because of the collapse of the island's memory industry, it has unexpectedly acquired a wave of island's production capacity, and almost $10 billion has been spent before and after.

However, this also allows Liu Ruoyi's Zhongxin International to get the production capacity to compete with SS Company with less capital. If we could turn back the clock, I'm afraid the Toyo side would rush to buy some of it.

It's a pity that they hesitated, and in this bloody market, they can't understand where the future direction of memory is, and they can't see when they will be able to get through this moment of crisis.

It's easy to take out real money, but it's hard to earn it back, so the capital behind them is also hesitating, so that Liu Ruoyi quickly let Zhang Rujin clean up the situation.

Although the price given is not high, it has the implication of taking advantage of the fire, but it is relatively fair, and if it goes bankrupt, I am afraid that less than half of it will be auctioned.

This is also one of the reasons why the Oriental people hesitated, it was not too cheap to take it down, and I didn't know if it could be used, so I missed it. However, after this opportunity is lost forever, the future situation has actually been laid.

In Liu Ruoyi's view, the Oriental people are basically doomed in the field of memory, relying on the remaining few memory production capacity on the island and a small part of their domestic production capacity, I am afraid that now it is not even one-fifth of Zhongxin International.

If you can't even produce capacity, how can you carry out a bloody struggle?

The 45nm production line is expanding as planned, and the 32nm production line has put the expansion on the agenda, and the equipment and instruments required for 28nm and 22nm research are all in place.

Money is so capricious, you can run forward while developing new processes.

For the Dragon Factory, two things are most important now: expanding production capacity and developing technology!

The acquisition of MIPS and Sun Microsystems, the establishment of Gaosen Semiconductor and its entry into the video decoding market will bring a large number of processing orders to Zhongxin International in the future.

In particular, MIPS Liu Ruoyi has the greatest expectations, which is the key move for her to enter the field of mobile communications, storage and processors are the core components of mobile communication terminals, with the current reality market of hundreds of millions of units and a larger market in the future.

It's completely worth Liu Ruoyi's dedication to fighting.

Although Zhang Rujin substituted her into the sinkhole of semiconductors, it is not necessarily that there is no way out.

At least as the situation develops, Liu Ruoyi has become more and more aware of this industry, and Liu Ruoyi's view of the development trend of the mobile communication market is more accurate and far-reaching than any prophet today.

The most basic thing is that she still has a huge amount of capital that can be called upon by a rich country!

$30 billion is not enough, then throw another $30 billion into it!

With the ingenuity of the Chinese people and the current enthusiasm in full swing, Liu Ruoyi can't find a reason not to be able to smash a tomorrow.

Heung Kong's Cyberport project, which was relaunched under her push, has now begun to show its vitality.

As a special status of Xiangjiang, which has the freedom of capital and the freedom of technology, the two major mainland countries cannot have, in fact, if the last time and space had accepted Zhang Rujin's semiconductor plan and could have received the full support of the four major families, it may not have been successful.

Liu Ruoyi of this time and space was born, just at a critical juncture in the world's transition from PC to mobile communication.

Relying on Liu Ruoyi's abundant capital, the rebuilding of Cyberport is indeed the last opportunity for Heung Kong to enter the technology industry.

Dragon Factory and PCCW are driven by a soft and a hard two-wheel drive, and now a large number of upstream and downstream supporting enterprises have been incubated to support the ecological chain of these two giants, with more than 30,000 directly related jobs!

And now new jobs are being created every month!

The Asia-Pacific R&D Center built by Liu Ruoyi is ready to gather the world's leading technologies through the Asia-Pacific R&D Center in Xiangjiang, digest and absorb the formation capacity, and then spread it to the mainland, using a large number of technical talents in the mainland for large-scale replication!

Once this routine is formed, the power it will exert is absolutely impossible for the so-called "cosmic power" like Goryeo to stop.

In fact, in Liu Ruoyi's previous time and space, the Koreans were developing according to this routine, sucking up the most lucrative piece of the mainland's inland science and technology industry.

SS has become a world-class leading enterprise thanks to the huge mainland market and cheap engineering resources in the mainland.

In this regard, the Toyo people clearly lost a game.

Although Liu Ruoyi didn't know the routine of SS Company in the last time and space, she knew the future, understood the key point of the current matter, and found the excellent fulcrum of Xiangjiang to enter the industry, so she had already embarked on this road by mistake.

This is an expansion of the semiconductor industry.

Similarly, in the field of 3G wireless communication, the success of the HTC G1 played a crucial role in the initial promotion of PCCW in Southeast Asia.

There is also WhatsApp, a magical software for communication, and the most important thing is to pay a two-year service fee in advance, and this high-end mobile phone can be half cheaper!

Southeast Asia's PCCW's ONE did not rely on advertising, but on the word-of-mouth of the initial seeds to detonate the market, and the initial order of 500,000 G1 was originally thought to be digested by the Xiangjiang market.

Who knew that after entering the Southeast Asian market, it was sold out in less than two months, bringing 500,000 initial users to PCCW Southeast Asia's theONE.

Due to the limited number of users, the user's Internet speed experience is very good, and the mobile phone itself is also powerful, plus Liu Ruoyi's built-in WhatsApp in advance is indeed powerful, and the communication is more durable than phone messages, and it is more convenient than text messages.

Some people even ask PCCW to buy G1 specifically for this function, because at present, except for G1's Android system, there is this software, and other software does not have this application.

Although high-dimensional engineers are already working on the iOS version and the Symbian version, it will be at least half a year away as a second-priority project.

With this achievement, coupled with the actual test and verification of network optimization by users in the early stage, the O&M department is confident that the second batch of 1 million G1 orders will be delivered at a rate of more than 200,000 per month.

According to Liu Ruoyi's guidance, the G1 lite and G1 plus two new models have begun to be tested and verified, and they can be shipped in batches in the middle of the year.

When the price enters the 2500 yuan range of G1 lite comes out, the G1 with 4000 yuan and the G1 plus in the area above 5000 yuan will form a powerful smartphone product matrix.

The benefits of investing in HTC are fully highlighted at this time, with the product cooperation of this terminal company, Liu Ruoyi's PCCW business promotion and the new ecology of high-dimensional mobile Internet are perfectly combined.