Chapter 663: Concession Xie Songhui

ASML is a peculiar company, he is the leader in the field of lithography machines, and without its technological innovation, then whether it is TSMC, Intel or Samsung, their process technology will be in danger of stagnation. In other words, this is the core enterprise in the semiconductor foundry field.

The more advanced the semiconductor manufacturing process, the more sophisticated and complex the lithography equipment needs, and the lithography machine is known as the crown jewel of the semiconductor industry, with a high technical and financial threshold. There are very few manufacturers that can produce high-end lithography machines, mainly ASML in the Netherlands, Nikon in Japan, and Canon in Japan. German SUSS, American MYCRO, and some Chinese brands, Shanghai Microelectronics (SMEE) can provide low-end contact and proximity lithography machines. But Nikon's products were a generation behind ASML, and Canon was even worse.

A big reason why Intel, TSMC and Samsung can occupy the forefront in the semiconductor manufacturing field is that they invested heavily in ASML in 2012 and invested heavily in joint research and development, thus obtaining the right of first refusal to purchase top equipment. Of course, this is a win-win situation in terms of the outcome, but in the beginning, it is not necessarily that they are all willing. Intel was the first to stand out, followed by TSMC and Samsung.

Galaxy Capital has already invested in this company through the Xuanwu Fund, and although it has made a lot of money, it has not risen relatively much, and it has more than doubled. Licensed semiconductors have to develop new technologies, and ensure that they are not restricted by TSMC, except for patents, there are only devices. The problem of patents is difficult to solve, but the problems on equipment are easy to solve. Taking advantage of this U.S. stock pullback, the funds are in place, Singapore Chartered Semiconductor invested 500 million US dollars, acquired 3.3% of ASML's shares, and then discussed the supply of equipment, as well as the latest EUV technology research and development.

If you don't want to be a partner, you might as well take the initiative if ASML chooses Singapore to become a partner. Needless to say, Intel is the most powerful supplier of PC chips, TSMC is also powerful, and it is the largest semiconductor foundry, and Samsung is also very powerful and is the largest manufacturer of memory chips. What about Singapore's concessions? The foundry field can barely rush to the second place. In this strong semiconductor field, ASML almost does not need to consider how to choose. If according to normal logic, the current status of Singapore's concession is almost the limit, and no matter how strong it is, TSMC will definitely increase its efforts to suppress it.

However, licensed semiconductors also have advantages, or Zhou Shi has an advantage, Galaxy Capital has relatively controlled Micron and Avago, and has invested in Western Digital, and these forces together can be regarded as surpassing Samsung, TSMC! Of course, there is still a gap between the rabble and an elite army. But if you don't try, how do you know if you can?

With Zhou Shi's financial and strategic support, Xie Songhui has done an excellent job so far as CEO of Chartered Semiconductor, and it is no wonder that he can become the President and COO of Temasek International in the future. After the landing, the production capacity will be transferred to the mainland and SMIC and other competitions, and at the same time, it will cultivate talents, and vigorously develop the R&D and production of advanced technologies in Singapore.

However, he came to the United States to find Zhou Shi at this time, which was a little unexpected.

"Simon, I'm here for the Globalfoundries business!" Xie Songhui

"What's the matter, they have to merge with us?" Zhou Shi

"I think the merger will be of great benefit to what we're doing now, and if we merge, then there's a good chance that ASML will choose us, which could set the stage for the semiconductor foundry in one fell swoop for the next five to ten years!" said Xie Songhui

"Isn't there anything new?, do you think we wouldn't be able to succeed without them, or do they already know what we're doing?"

"No, that's not the case!" Xie Songhui hurriedly explained

"Oh!" Zhou Shi, it's naturally good to have Globalfoundries, but Globalfoundries is AMD's girlfriend, and when it comes to the CPU of the PC, this is a sensitive place, Zhou Shi doesn't want to ask for trouble, the latest technology of licensed semiconductors will definitely move to the mainland, and the merger of the two sides will definitely have a lot of sequelae.

"There is Mubadala behind the Globalfoundries, the UAE has plenty of funds, and after the merger of the two sides, we can get rid ......of the financial restrictions," Xie Songhui

"So good?" Zhou Shi

"Well, and they promised that after the merger, they would increase investment to ensure that there were no financial ......problems," Xie Songhui

"Is there anything wrong with Grofoundry?"

"Their main problem is that their business scope and customer base are not as wide as ours, but the two sides can complement each other......'s advantages," Xie Songhui said

This year, the world's five major semiconductor manufacturers IBM, Intel, Samsung Electronics, TSMC and Chartered Semiconductor jointly established the Global 450mm Alliance (G450C) to promote the development of 18-inch silicon wafers, which means that there are concessions, but there is no GLOBALFOUNDRIES, which is basically AMD's chip manufacturing technology and factory.

"How will the equity of the two sides be distributed?" Zhou Shi

"The idea on their side is that each side is 50 percent ......," Xie Songhui

"Fortunately, are you sure they can guarantee the company's financial needs?" Zhou Shi

"That's for sure! They don't lack money. "Xie Songhui

"Alright then, you go back and test their sincerity again, it's better for us to take a controlling stake, we still have an advantage. "Zhou Shi

"Okay, Simon!" Xie Songhui

Subsequently, the two talked about other things, such as Yahoo's reform, the construction of management system and corporate culture, and talked about philosophy.

"Who did Simon like?Socrates, Plato, Aristotle, or Kant, Hegel?"

"You don't know, I'm advocating Lao Zhuang!" Zhou Shi

"Lao Zhuang?" Xie Songhui

"Lao Tzu uses a weak way to achieve the goal of being strong. It is to bend and seek justice, and through non-fighting, it has received the effect of "the world can not compete with it". Zhuangzi's pursuit of spiritual freedom, unrestrained, yearning for leisure: there is a fish in the North Underworld, whose name is Kun. Kun is so big, I don't know its ......" Zhou Shi recited "Zhuangzi Getaway"

"It seems that Lao Zhuang's philosophy is really deep in the hearts of the Chinese..... Xie Songhui

"Yes, Lao Tzu is also an extremely intelligent person, he believes that things are opposites and unity, they are moving, they are changing, and they can even be converted into each other, such as the misfortune and blessing rely on, and the blessing and misfortune lie in waiting......;

"Lao Tzu's wisdom is worth learning for a lifetime......," Xie Songhui echoed

"Yes!" Zhou Shi sighed, "Lao Zhuang's wisdom has always guided me forward"

......

Xie Songhui is the CEO of Chartered Semiconductor after all, and there are many things, not two days in the United States, and he returned to Singapore after confirming Zhou Shi's attitude.

"Joe (Chai Chongxin), has the matter of private equity funds investing in Ali been decided?" Zhou Shi called Ali's people after Xie Songhui left.

"Not yet, what's wrong?" Chai Chongxin

"Can you do me a favor?" Zhou Shi

"You say, the big boss speaks, I won't refuse!" Chai Chongxin

"Suspend all negotiations with Temasek, and when I return to China, I may even refuse all their cooperation!" Zhou Shi

"Why?" Chai Chongxin said, puzzled

"It's nothing, just a precaution in case ......" Zhou Shi

"Okay, that's fine, Temasek doesn't matter to us, what else needs us, just say ......," Chai Chongxin

"Okay, thank you, we'll talk again after returning home!" Zhou Shi, after hanging up the phone, Zhou Shi called Chen Wen over and arranged to return to China as soon as possible.

(End of chapter)