Don't look at the main body of Skynet Group is the network industry, and it has electronic products such as Xiaobawang handheld game consoles. Zhu Ziqing himself is also a computer, mobile phone or something, and he uses it every day, but he basically knows nothing about chips. The only bit of relevant knowledge I knew was what Hu Manying told him last time.

Hu Manying didn't expect him to understand this, most people just look at the chip size when they buy a mobile phone, and it is a bit difficult for them to say why.

"Let me tell you a little bit about it. Because of the high threshold of science and technology, the technology is only in the hands of three or two companies. These companies integrate research, production and marketing, and it is difficult for other companies to intervene. ”

"Later, a specialized foundry company appeared, called TSMC. When TSMC was first founded, no one was optimistic, because the chip companies that monopolized the market had their own production processes. There is no need for OEM at all. ”

"But what no one expected was that the largest wafer companies really handed over their products to TSMC foundry in order to reduce costs. Relying on the orders of these large companies, he gradually developed into the world's largest wafer production enterprise. ”

Then it started to develop new technologies, and the production process gradually surpassed all its peers. Including the original largest chip monopolies, the production process has been surpassed by TSMC. ”

Speaking of this, Hu Manying showed a mocking smile. I don't know if I was mocking the people who were not optimistic about TSMC back then, or the chip companies that gave up their own production processes.

"Then there was a spectacle in the world wafer market, and it was not a R&D company that affected the direction of the entire industry, but an OEM company. ”

"The wafer company designed the chip, and it had no ability to produce it, so it could only turn to TSMC for help. How much to produce and when to produce it is all up to it.

In other words, whether the chip you design can occupy the market depends not on the superior performance of your own products, but on whether TSMC is willing to give you a guaranteed time and quantity of production. ”

Hearing this, Zhu Ziqing still didn't understand the horror of this matter. It is equivalent to TSMC stuck the neck of all chip R&D companies.

No matter how good your product is, I don't produce it or delay production so that you have no goods to sell, and there is no use for eggs. No matter how bad your product is, as long as I help you produce it in unlimited quantities, let your products flood the entire market. People have to use your product, and you can occupy the market.

It's so abnormal. A healthy industry shouldn't look like this.

"This is a bit exaggerated, right, those companies just gave up their own production processes and handed over their lifeblood to others? Are they not afraid that TSMC will invest in a certain party and let themselves completely withdraw from the market?" Zhu Ziqing was skeptical of his words.

It's not that I doubt the feasibility of TSMC as an OEM. It's strange that the companies that monopolize the wafer market just give up their production processes.

Probably no one with a normal IQ would do that, right?

Hu Manying saw Zhu Ziqing's doubts, and said with a wry smile: "I didn't believe it before. Not to mention me, no one in the world believes that a company engaged in OEM can surpass those wafer monopoly companies in terms of production process.

Including those monopoly wafer companies, they would never have imagined that one day they would be subject to a company that could survive on their handouts. But that's just the way it is. ”

"Don't think I'm exaggerating, in fact, domestic chip design companies have been troubled by TSMC. Hu Manying may have seen Zhu Ziqing's thoughts, and emphasized:

"Let's just say that for China's mobile phones, the supply of this year's honorary flagship is seriously insufficient, and many people are scolding them for engaging in hunger marketing. Actually, no, the problem is with TSMC. ”

"TSMC is unwilling to provide enough chips for China, and the number of chips is insufficient, and it is impossible to increase the output of mobile phones. In the end, Weihua had to take a lower step and produced a castrated version of the honorary flagship machine. ”

"But users don't know this, they only know that Weihua first starved marketing, and then came out of the castration version, which is to deceive users. Weihua suffered a dumb loss and had no way to explain it. ”

Hu Manying looked indignant, "There is also the Mi 6, this model has been designed a long time ago, why do you skip tickets again and again? It's not because TSMC is unwilling to provide enough chips." In order to stock up on a sufficient number of chips, Rice had to postpone the launch of new models again and again. ”

"On the contrary, TSMC, the chip of some large foreign companies, will give priority to production. For example, if you have a machine or something like that, you can get an unlimited amount of chips from TSMC. Therefore, the fruit machine will never be out of stock, as much as you want. ”

"The consequences of the lack of chips are severe. The best-selling brand mobile phones in China cannot occupy the market in time due to insufficient supply due to chip problems, so that foreign mobile phones have an opportunity.

The fruit function can be sold so well in China, it is not denied that it does have advantages. However, the supply of domestic brand-name high-end mobile phones is far less than the demand of users, which is a very important reason. ”

Zhu Ziqing didn't understand Hu Manying's description. Interlacing is like a mountain, and he is not clear about the matter of wafers.

Even he doesn't know that the chips produced by the most widely circulated companies on the market are strictly designed by themselves and then produced by TSMC and other companies.

The reason is that these chip companies only have design capabilities and no production processes. That is, they can only design products on paper, and the production depends on others.

But he used rice as an example, and Zhu Ziqing immediately understood the strangeness.

When he crossed over, he inherited a lot of 'inheritance' from his predecessor, including a rice 4 mobile phone, which was not expensive and quite good to use. The predecessor of this mobile phone has been used for almost two years, and it is not very cherished, and the appearance looks very shabby.

After getting the manuscript fee, he wanted to get a new mobile phone. I didn't think much about it and bought the freshly released rice 5 - I believe that many 'lazy people' have this problem, and they rarely change the brand after a good experience with a certain brand of things, unless the manufacturer dies.

Mi 5 continues the advantages of the rice series, with high quality and low price. So this year's rice 6 he has been paying attention to, and he is ready to snap up a game to play.

Who knew that the news came out in February and March that the model was scheduled to be produced and would start selling immediately, but who knew that it would not be on the market until June.

The trick is that even if the number of tickets bounced, the supply quantity is still seriously insufficient, and he didn't grab it several times. In the end, I turned to the company's program apes, and they designed a small program and grabbed it at one time.

It is precisely because of this that Zhu Ziqing is full of resentment towards Rice 6. When you first start a brand, you need to make a name for yourself, and it's understandable to use hunger marketing.

Now that you are the top brand in the domestic machine, what does it mean to use hunger marketing? In exchange for the Skynet Group, such a decision-maker would have let him roll up and get out of the way eight lifetimes earlier.

Today, I learned that there is such a thing behind the scenes. TSMC is too sloppy.

"Isn't there a domestic enterprise engaged in this kind of research? Being stuck in the neck by others all the time is not a long-term solution. Zhu Ziqing's anger was ignited, and he said anxiously.

Sensing his abnormality, Hu Manying's eyes flashed with joy, and quickly disappeared: "Yes, as I said last time, many domestic counterparts are very angry about this situation and have begun to develop their own production processes. ”

"My chip company was built on that trend. However, I'm not a tech-savvy person, and I don't know much about it. After so many years of development, there has been no breakthrough in technology. can only give the cottage electromechanical bottle car or something to produce chips. ”

Speaking of this, Hu Manying complimented Zhu Ziqing again: "Speaking of which, I would like to thank Mr. Zhu." The supply of Xiaobawang game console is the first time that we have been a supplier for a large enterprise since the establishment of our company. ”

Zhu Ziqing smiled and shook his head to indicate that it was too polite, this is to take what you need, and you don't need to say any words of thanks.

Thankfully, don't say too much, saying too much can be counterproductive. There are some things that work better in your heart than in words. Hu Manying mentioned a sentence and turned the topic back:

"But the domestic is not completely without gains, SMIC has made breakthroughs in technology one after another and can mass produce 28nm chips. ”

Afraid that Zhu Ziqing wouldn't understand, Hu Manying added: "Now the most cutting-edge chip is 10nm, and the most commonly used high-end chip is 14nm." But the huge low-end market is still using 28nm chips. SMIC has initially become competitive. ”

Hearing SMIC's technological breakthrough, Zhu Ziqing was relieved and quite happy for this company. Catching up and narrowing the gap step by step in the case of falling behind so much is worthy of the pride of all Chinese people.

At the same time, I couldn't help but greet TSMC again. Bay Island is also a part of China, and you are also descendants of China, how can you do these things that give birth to sons without PY.

Just greeted TSMC in his heart, Zhu Ziqing suddenly realized that something was wrong. Didn't you just discuss the R&D and production of chips, how did it become a crusade against TSMC?

Hu Manying came to him today just to complain about this unfair treatment?

"SMIC is very impressive. But does this have anything to do with Mr. Hu coming to me today?"

Before Zhu Ziqing's words fell, Hu Manying sat up straight, and the anger on his face disappeared. It's finally time to get into the topic, isn't it just for this that he said so much: "I want to cooperate with Mr. Zhu to study the wafer production process." ”

"Cooperate with me on the wafer production process?" Although I had long thought that his purpose might be this, I was still surprised to hear him say it:

"Mr. Hu is mistaken. Not to mention that our company has never had any plans to get involved in this industry, and even if there were, it would not be feasible. The wafer production process is a purely technical industry, and our company has no research on it. It was not a wise decision to step in hastily. ”

It took so much time for so many rich and powerful people in China to come up with a 28nm production process. What is the point of my Skynet Group? There is no difference between rashly intervening and seeking death.

"It's not really a good idea to do that under normal circumstances, but what if I had the means to get the full 10nm manufacturing process. Hu Manying said amazingly:

"Is Mr. Zhu interested?"