Whether it is Intel, TSMC, or Samsung, their fabs, no matter the scale or quantity, are not comparable to mortal technology.

Although, in order to increase production capacity, Wang Fan took the route of surrounding the city from the countryside and acquired more than 30 wafer factories in a big way.

But it's still not enough, dǐng can meet the needs of mortal technology's own chips.

But now, Wang Fan has also won Apple's chip order and Huawei's HiSilicon order.

Therefore, the existing production capacity is even more insufficient.

You must know that after continuous development, Huawei's HiSilicon is constantly approaching the 100 million level, and it is no longer the HiSilicon that fights pettily.

And Apple, not to mention, his size, even TSMC does not dare to guarantee that it can be easily taken over, unless TSMC abandons other partners and uses all its production capacity to meet Apple.

Therefore, Mortal Technology's acceptance of two chip orders from Apple and Huawei is an incredible feat and an act of bombing the sky in the eyes of ordinary netizens.

But in the eyes of industry insiders, it is an unattainable goal, and even an out-and-out joke.

After all, with the existing wafer factory of Mortal Technology, it is still possible to take over Huawei's big order.

But with Apple, it's not a thought at all, it's a complete dream!

In addition, some people believe that Wang Fan's action is just a joke or an expedient measure, thinking that it is impossible for Mortal Technology to really take over all the big orders of Apple and Huawei, and it will eventually need to be shared with other wafer factories. For example, Intel, for example, Samsung.

And Wang Fan's purpose in doing this is just to temporarily hit TSMC and affect TSMC's stock price!

This is also the reason why TSMC Chairman Zhang Zhongmou did not completely turn his face with mortal technology, but temporarily admitted it.

Because in his opinion, there is room for relaxation in the whole thing.

By the end of the year, the wafer factory capacity of Mortal Technology was limited, and Apple and Huawei had to rely on other wafer giants for large chip orders.

At that time, as long as the relationship between the Taiwan Provincial Government and Mortal Technology eased, they TSMC may not be able to share a big cake, but the profit may be less, and Mortal Technology will take part of it as a commission.

¢♂dǐng¢♂diǎn¢♂小¢♂ says,.±.o¢s_(); This kind of relationship, like contracting projects, is outsourced layer by layer, layer by layer of commission, and finally in the hands of the contractor who really does the work, there may not be much profit, but many people still compete to do it.

No way, these days, money is not easy to make.

In addition, sometimes, it is better to lose less money than not to make money.

Whether it is a factory or a construction enterprise, it is like this. Even if you make less diǎn, or even lose a little diǎn, you have to keep running.

Because, once you stop, if you want to start again, it will be difficult, and you may not even be able to find employees......

TSMC's situation is also the same. It is better to pay less diǎn than to stop production.

Because, once the production is stopped, it is really not far from bankruptcy.

But people are not as good as heaven, and now the Taiwan Provincial Government is forced by external pressure to really counter mortal technology, so no one can say whether the relationship between the two can be eased.

What Zhang Zhongmou can do is nothing more than hope for a fluke, hoping that the Taiwan Provincial Government will not be too rigid......

But what he doesn't know is that at this point, there is almost no possibility of any further relaxation between the two sides, even if the Taiwan provincial government compromises, Wang Fan will make an unequivocal move to completely destroy the semiconductor industry on Taiwan Island!

It's just that the most fundamental thing about this qiē is not a technical problem, but a problem with the production capacity of mortal wafer factories!

After all, no matter how advanced the technology is, without the support of sufficient production capacity, it is impossible for mortal science and technology to achieve much, let alone completely destroy the semiconductor industry on Taiwan Island.

It's just that the wafer factory can't be built overnight, especially for large wafer factories, even if it is three shifts, day and night, it takes 8 months to a year!

This Wang Fan can't afford to wait, he wants to completely destroy the semiconductor industry on Taiwan Island within two months, forcing the Taiwan Provincial Government to completely compromise!

It's just, it's hard.

What's more, in order to be the absolute boss in the semiconductor field, and even monopolize the big cake in the entire semiconductor field, mortal technology needs to fight on two fronts, achieve outstanding achievements in both fields, and completely defeat all competitors.

On the one hand, in the field of chip design, it mainly develops solutions for designing chips.

Such competitors mainly include Qualcomm, Samsung, Apple, MediaTek, Huawei, etc.

On the other hand, wafer foundry, that is, mass production of chips.

Such competitors mainly include TSMC, Intel, Samsung Semiconductor, Taiwan UMC, SMIC, Gro Square, etc.

But obviously, there is the addition of technology derived from this black technology, and in the field of chip design, Mortal Technology is not afraid of any competitor, whether it is Qualcomm or Apple.

For example, the two basebands of 1 and Q1 are just Wang Fan's test products, which still surpass all competitors and replace Qualcomm's absolute hegemony.

There is also the AOS1 chip designed by Intel, which has also reached the leading level, beating Qualcomm's 810 and even Qualcomm's next-generation Snapdragon 820, and it will be a tie.

Therefore, the first aspect, chip design, mortal technology does not have any problems, it can be said that it has won before the battle!

However, in terms of wafer foundry, it has become a competition of hard power, and it is also the biggest shortcoming of mortal semiconductors.

The ordinary way is simply impossible, and the sword is also unrealistic.

Therefore, Wang Fan can only rely on black technology again and rely on science and technology derivative systems.

Wang Fan habitually took out a piece of paper and did an "SO" analysis.

This is something he learned in Lin Wei's class in order to chase Lin Wei in his freshman year, and it is also one of the few things that can be used.

The four letters S, O, and O represent competitive advantage, competitive disadvantage, opportunity, and challenge, respectively, and are an auxiliary tool for comparative analysis with competitors to make strategic decisions.

Compared with TSMC, Intel, Samsung, Taiwan Union Power, SMIC, Gro Fang, etc., there may be only one advantage of mortal wafer fabs, that is, now mortal technology has abundant orders, not only winning all of Apple's large orders, but also winning all of Huawei's large orders.

Therefore, it can be said that mortal wafer factories do not have to worry about orders and customers, and do not have to worry about overcapacity, making ends meet, and breaking the capital chain.

In terms of disadvantages, the number of mortal wafer factories is not large enough, the scale is not large enough, the production capacity is not high enough, and the equipment is not advanced enough.

Moreover, as a Chinese enterprise, the mortal wafer factory has a problem in obtaining lithography machines and other equipment, after all, Europe and the United States are now blocking it so badly that even the Chinese government can do nothing.

In addition, the number of skilled technical employees is not enough, although quite a few have been dug from TSMC, TSUM, and even Intel.

But after all, starting from scratch, everything has to start slowly.

ps: It's the end of the month, if you have a ticket, don't keep it~ (To be continued.) )