Coming out of Li Xuan's house, Lin Jieping felt that he was suddenly much more relaxed, and the bottom line of the acquisition given by his boss was impossible to be rejected by the shareholders of Applied Materials (AT) in the United States - so in Lin Jieping's view, the merger of AT into Lam Research was already a sure thing.

After the completion of the annexation of AT, Lam Research began to sit still in the three most critical areas of the entire semiconductor equipment market - lithography machines, etching equipment, and the company began to sit still, and was ready to cooperate with Dongzhi Toshiba to enter the field of TFT LCD displays, laying a good foundation for the next development of the latest notebook computers in advance. Toshiba's positive attitude quickly persuaded its board of directors to agree to the construction plan of the TFT LCD production line, which involves hundreds of millions of dollars.

For example, Sharp is very eager to seek cooperation with Lam, seeking to solve the problem of low product yield of its newly built TFT production line. Affected by the good news of notebook sales in the first week of listing, it did not choose to list on the Taipei Stock Exchange. It is the only LCD screen manufacturing company in Taiwan listed on the Hong Kong Stock Exchange - Xincai Optoelectronics Co., Ltd., which also attracted a sharp rise in stock prices after the opening of the market today.

Aikang announced the news at 9 a.m. London time yesterday, but it was already 4 p.m. Hong Kong time by then, and the Hong Kong Stock Exchange had just closed. As the main supplier of notebook notebook computer LCD screens, the stock price of Xincai Optoelectronics Co., Ltd. after the opening of the market today, the stock price soared by 20% within half an hour.

You must know that Xincai Optoelectronics is not the kind of small-cap stock with a market value of only 1, 200 million or even tens of millions of Hong Kong dollars, and its total market value was as high as 1.22 billion Hong Kong dollars at the close of trading yesterday. That is to say, in just half an hour, the wealth of the shareholders of Xincai Optoelectronics has increased by nearly 250 million Hong Kong dollars.

The notebook does not use the TFT liquid crystal newly developed by the Oriental Research Institute. Instead, the more mature STN liquid crystal is still used. In the eyes of Li Xuan and the Oriental Research Institute, STN LCD is already a backward technology on the verge of obsolescence, but for the Taiwan-Bay LCD industry, Xincai Optoelectronics, located in Hsinchu Science Industrial Park, is the only high-tech company in Taiwan that can produce LCD screens.

The largest shareholder of Xincai Optoelectronics is not the Oriental Research Institute, but the Taiwan-China Picture Tube Company. Founded in 1971, Chunghwa Picture Tube was one of the first factories in Taiwan to start producing color picture tubes. With the RAT company that came to Taiwan and the Bay for a long time, a very important purpose is to obtain the latter's equipment in C. It is important to know that most of Lam Research's R&D funding on this project actually comes from Jiachuang Company, and many of the patented technologies are shared with Jiachuang Company.

Since Jiachuang is not prepared to prevent other companies from following up and investing in TFT LCD, it is better to control the rhythm in their own hands. (To be continued.) )