"Less, you arrange a time to meet Mr. Shen of Lishan Semiconductor, and then our focus must be on the development of domestic semiconductor and high-tech industries, and the core technology cannot rely on the international market. ”

At the beginning, the patent of the XRM architecture was licensed to AMD, and although the newly founded company and Lishan Semiconductor Company were also producing, the process level was not good, and in order to get the product on the market as soon as possible, it had to cooperate with semiconductor giants with high process level such as AMD.

Now the situation is different, on the one hand, AMD's attitude is obvious, wanting to take advantage of the opportunity of foundry XRM high-end chips, what hybrid architecture chips, to grab the XRM chip market, this trick is called anti-customer-oriented!

If you don't want to be subject to AMD and watch AMD gradually take away the market with the help of advanced processes, then you can only continue to strengthen the process level and production capacity of your chip manufacturing industry.

On the afternoon of January 20, Linmeng Technology Co., Ltd., Lishan Semiconductor, and Xinchuang Semiconductor gathered to discuss the chip supply of the Pangu industrial chain.

"In response to this AMD's defection, it has dealt a great blow to the Pangu industrial chain, although we have launched the Pangu 6th generation, using the new architecture of Luban No. 1 chips, but the monthly production capacity of the 1-micron process of Xinchuang Semiconductor is only 150,000 chips. "Therefore, I hope that Lishan Semiconductor can work with us to develop high-end chip manufacturing, continuously accelerate the upgrading of process technology, and fill the capacity gap of AMD to reduce supply. Lin Qi got straight to the point, "Although the 5th generation Pangu has more than 10 million inventory, Company D has successively reduced its supply to us, only supplying us with 2 million chips per month, and as their hybrid architecture chip shipments increase, they will continue to reduce their supply, or even stop supplying us XRM chips." The gap caused is about 3 million quad-core chips per month!"

"Now our strategy is to sell Pangu 5 and 6 generations simultaneously. The 6th generation continues to optimize the architecture, so that the performance truly exceeds that of the 5th generation. The 6th generation of Luban 1st generation chips, China has independent property rights, but also has a production process, that is, the production capacity has not been carried out, I hope that your company is currently adjusting the development plan, with the Pangu 6th generation, the first thing is to put on the new production line, the Luban 1st generation of chip production capacity. ”

Shen Xubang's face was deep, as a technical expert, he naturally knew more about the technical problems than Lin Qi, which could not be solved in a while.

"Mr. Lin, although we have cooperated with your company in recent years to increase investment in the 1 micron production line, the yield rate of production has only reached about 88%, which is still a relatively large gap from AMD, but AMD's 0.8 micron production line can achieve a yield rate of 99%. We are still trying to adapt to the production of 1 micron, and 0.8 micron is already very mature and stable. This gap is not one year or two years, and if the yield rate does not go up, the cost will be very expensive. At present, Luban's 1st generation of four-core chips is $60 per core, adding up to $240 for a chip. People, the XRM Pangu 5th generation quad-core provided by AMD is not worse than ours, but the supply price is only $120. In terms of high-end chips, the price is much lower than ours!"

When Lin Qi heard this, he said, "There are difficulties, but ...... We can overcome it. I can give you a price of $250 for the Luban 1st generation chip used on the Pangu 6th generation computer to ensure that you can make money from production, but I have a request. ”

"What requirements?" asked Shen Xubang.

"After every 100,000 chips produced, the price will be reduced by $2, what do you think?" Lin Qi asked.

"No problem!" Shen Xubang was ecstatic when he heard this.

If Lishan Semiconductor is fully operational, it should only be able to produce 100,000 units per month. In the process of production, the depreciation cost of the machine is gradually diluted, and at the same time, the management experience is more and more sufficient, so that the yield rate and production capacity can be improved, and the cost can be reduced month by month, which is no problem.

Over time, it is theoretically not too difficult to reduce the cost of chips to $100 after two years.

For the time being, the contract given by Lin Qi can ensure that Lishan Semiconductor is fully produced and sold, and at the same time, it can also allow Lishan Semiconductor to maintain profitability for a long time. However, it is necessary to strengthen management and yield rate, so as to adapt to the decline in chip prices month by month.

At the same time, when the current production line gradually trains an excellent team, after 6 months, there is a production line that can be put into operation, and at that time, a part of the existing production line employees can be separated, so that the yield rate of the new production line is relatively high at the beginning.

In a sense, the semiconductor industry is not only about technology, but also about scale.

The scale has gone up, so that there can be more experienced workers on the high-tech production line. The experience and quality of these personnel also affect the cost and process level of chip factories. Sometimes, before you have fully understood the 1 micron production process, and before the yield rate goes up, you will be given a 0.5 micron or 0.2 micron production line, so most of them will not be able to adapt to it.

……

“…… It should be admitted that there is still a gap between us and developed countries, but compared with Japan and South Korea, the gap is not big now, especially South Korea, which is not as good as us in semiconductors. After all, we have now started to have the production capacity of a 1-micron process lithography machine, which is not yet available in South Korea. Japan, on the other hand, is experiencing economic problems, and investment in semiconductor technology will gradually decrease or even fall behind in the future.

Therefore, the semiconductor industry has a lot to offer, and it seems difficult, but it is an industry that can be improved by the continuous accumulation of talents and experience. We have a large number of cheap engineers from the state, who are graduating from school every year. We also have the ideal of becoming stronger, bigger and more advanced semiconductor production and R&D company. In terms of funds, I have gambled on my personal wealth and future, which is tied to the fate of the country! The future prosperity of the country will certainly be rewarded. If the country is not competitive, it is best for me to have nothing. What about you...... Are you willing to rush forward with me without hesitation?"

Lin Qi said with a serious face.

"Mr. Lin, we are willing!"

"Mr. Lin, with your words, no matter how hard it is, I will follow you!"

Lin Qi's words made everyone present look excited.

The lithography machine is the most sophisticated machine, and it also represents the cutting-edge technology of the whole country, and the 1 micron lithography machine developed by Linmeng Technology has invested a huge amount of wealth, that is, such a huge amount of money for new ventures, otherwise it can only wait for the country to take the lead.

Historically, when China began to formally develop lithography machines, the threshold of lithography machines was much higher than now. After entering the nano era, the difficult procedures to catch up in China are far more difficult than those in the micron era.

Moreover, it is necessary to understand the previous process in order to cultivate talents and teams more really, and then it is easier to master the new process.

For example, when the 28nm process was introduced in China later, the 28nm process was stuck for many years, and the yield rate could not be compared with the same 28nm international production line. At that time, the international giants were already 7nm processes. At this time, China can introduce more advanced lithography machines than 28 nanometers, but ...... The yield rate and cost of 28 nanometers have not been reduced, and then more advanced, to buy machinery and equipment, supporting industries and talents can not keep up, or continue to be stuck for a long time.

Therefore, it is necessary to develop step by step in order to have a solid foundation.

"Mr. Lin, but we all know the difficulty of the production of lithography machines, it is very difficult to achieve mass production, even if the technical problems have been overcome at present, but in terms of the current cost, each lithography machine with 1 micron process needs to invest nearly 15 million US dollars, which is a sky-high price. Shen Xubang said meaningfully, "With supporting and follow-up maintenance, a production line can cost as little as 50 million US dollars and as much as hundreds of millions of dollars." For domestic manufacturers, the financial pressure is greater. ”

"For this question, a company like Lishan Semiconductor can go to Hong Kong and ask my subsidiary, Hang Seng Bank, for a loan. Lin Qi said, "You can give priority to Lishan Semiconductor to approve a loan of 5 billion Hong Kong dollars!"

"What!" Shen Xubang couldn't help but be excited, a loan of 5 billion Hong Kong dollars!

This is an astronomical amount for Lishan Semiconductor, which can more than double the scale of the current Lishan Semiconductor. Even if it takes a long time to repay the principal, as long as the Hang Seng loan is received, you can apply for a RMB loan in China that is not less than the Hang Seng HKD loan. In this way, Lishan Semiconductor can raise tens of billions of funds for development in a short period of time, which is like a rocket-like development speed.

As for making money, Shen Xubang is not worried, Lishan Semiconductor's gross profit margin is high, not to mention that the order price given by Lin Qi to Luban 1st generation is enough to ensure that it can be profitable.