Chapter 1105 Pressure from TSMC
[Please keep in mind the domain name of this site" ", or search in Baidu: Sanlian Literature Network]
"There's a little bit of a reason for thatβ" he said. Wang Rongchang still seemed a little embarrassed, and replied a little secretly.
In fact, Wang Rongchang was jealous of Zhang Zhongmou, not without reason.
Although Chang is Taiwanese, he left Taiwan early to study in the United States, graduating from Harvard University, then transferring to the Massachusetts Institute of Technology for graduate school, and later receiving a Ph.D. from Stanford University. Since the age of 24, Zhang Zhongmou has embraced the operating philosophy of American companies, and has served as vice president of Texas Instruments.
What Wang Rongchang praised was Zhang Zhongmou's mastery in handling the relationship between government and business.
"Industry insiders said that the foundry industry needs strong support from the government, otherwise it will definitely die, but if the bundle is too tight, it may lead to another death because of administrative intervention." Although Wang Rongchang is jealous of Zhang Zhongmou, when he mentions the other party, he is not without admiration, "And Zhang Zhongmou's performance in this regard is obviously much more elegant than most professional managers engaged in the semiconductor industry." β
In the early stage of TSMC, government shares accounted for a large proportion, but with the continuous expansion of TSMC. At present, the government's shareholding has been less than 9 percent, and TSMC is not tied to any political party, rather than asking which political party TSMC has a good relationship with, it is better to directly say that as long as it is the ruling party, it is good to have a relationship.
A before and after comparison is that during the Kuomintang government, the then "government premier" Xiao Wanchang visited the mainland, and Zhang Zhongmou was among the entrepreneurs who accompanied him, and now, although the ruling party has changed, TSMC is still the weather vane when the government is pulling up the stock market.
The benefits of the mainland market, many Taiwan businessmen can see, especially some chip industry colleagues on the island, just when everyone is eager to find various ways to invest in the mainland, Zhang Zhongmou seems indifferent, but in September last year, at the annual VIA Semiconductor Forum, he changed the style of his previous speech in English and spent half an hour explaining in Chinese the necessity of the authorities to relax investment restrictions on the mainland.
At the beginning of this year, taking advantage of the opportunity of the mainland and Taipei to join the TO, TSMC officially submitted a proposal to the Taiwan authorities to invest in the mainland. According to the inside information obtained by Wang Rongchang now, there is a high possibility that this investment bill will be approved, and it is said that the Bian government has said that TSMC can set up an eight-inch wafer factory in the mainland without interference, provided that it does not use technology below 0.25 microns.
In fact, TSMC has long been interested in investing in the mainland market, and after considering multiple factors, including politics, it has been defined in the scope of close attention.
Outside of politics. Zhang Zhongmou's understanding of the mainland market is that although the prospects of the mainland market are promising, there are no outstanding local design companies, and from the perspective of serving customers, there is no great need to invest in setting up factories for the time being. It was not until 2,000 years ago that TSMC made the decision to set up a factory in the mainland.
This is exactly where Zhang Zhongmou's talent comes in. In fact, it will take a long time for mainland IC design companies to get up, and most of the existing design companies still use 0.25 micron technology. TSMC has not been constrained in any way because of investment legal issues. In the mainland market, Zhang Zhongmou is considered dead, and the only thing that cannot be seen now may be our side. Wang Rongchang said to Fan Wuxi.
Fan Wuxian nodded, seriously considering this matter.
In fact, Wang Rongchang still did not explain one point, it was for the sake of face.
When he had just founded a chip factory in the mainland with Fan Wuxi, there was a joke among his peers in the industry on the island of Taiwan, saying why did Wang Rongchang engage in the chip industry in the mainland? It is because Zhang Zhongmou is already the father of Taiwan's semiconductors, and Wang Rongchang has no chance to sit in this position, so he has to come to the mainland, because he hopes to build the mainland's chip industry in the future. In this way, Zhang Zhongmou can be overpowered.
In fact, Wang Rongchang didn't have this meaning in his heart.
Just this year, the Taiwan authorities, who have already expressed dissatisfaction with Wang Rongchang's large-scale investment in the mainland, issued a fine to him, pointing out that he violated the Taiwan authorities' mainland investment quota policy.
Obviously, Wang Rongchang is leaning more and more toward the mainland, and he has already annoyed the Bian government and violated the Taiwan authorities' policy of no haste, be patient, and at this time the Bian government hates him so much that it can't move him, so it can only impose financial penalties.
It is precisely for this reason that Wang Rongchang ran to the mainland as soon as he was ruthless, and did not plan to go back, and at the same time he was also very dissatisfied with Zhang Zhongmou, who still had a good relationship with the Bian government.
"Aside from personal grievances, I still admire Zhang Zhongmou very much, this person is indeed a generation of heroes." Wang Rongchang expressed his evaluation of Zhang Zhongmou to Fan Wuxi very objectively.
According to Wang Rongchang, Zhang Zhongmou is a person who can define an industry.
"Before him, no one in the IC industry was talking about foundry, how can IC be foundry? I'll help you OEM the production of IC? No, all ICs are made by themselves, and Intel sets up its own factories to make ICs and chips. However, Zhang Zhongmou said that in the future, IC design and IC manufacturing will be separated, and the IC brand will be separated from IC design and IC manufacturing. Wang Rongchang said to Fan Wuxi, "The brand, the design of the PC and the manufacturing of the PC have begun to separate, the PC manufacturing is through OEM, the design is ODM, such as the IBM brand, and then sell it yourself." But more than ten years ago, he said that IC is the same, it can be OEM. Why can IC OEMs survive? Because after his production, equipment, and investment, the yield, flexibility, and quality of production surpassed those IC designers. β
"He said before that Intel is really good at designing a CPU, but the production of CPUs is not great, my cost is half of his, my quality is twice as good as his, and I can help him to OEM. When Zhang Zhongmou said this, basically no one in Taiwan believed it, and no one without foresight believed it. Wang Rongchang said.
"A very interesting person, a very far-sighted person, a very thoughtful person, well, a very action-" Fan Wuxian used four adjectives when evaluating this person.
Regarding Zhang Zhongmou's statement, Fan Wuxian agrees very much.
Why can AMD compete with Intel? You must know that AMD has a lot less money than Intel, but AMD can compete with Intel. The important thing is that there are people like Zhang Zhongmou.
Because AMD only needs to design a good product, it can be compared with Intel, and Zhang Zhongmou's TSMC can be compared with Intel.
Intel itself has to design and manufacture, and the people who design and manufacture have to be raised, and then they have to invest in production by themselves, and all kinds of expenses add up to a very scary number. And now AMD specializes in design, TSMC manufactures for it, and uses low-cost and high-quality manufacturing to fight with Intel.
In the end, because Intel's manufacturing is twice as expensive as TSMC's, and the manufacturing quality is worse than others, Intel's manufacturing has become Intel's baggage.
Intel's brand is an asset. Design is an asset, but Intel's manufacturing is its baggage, and AMD's design is also very good, TSMC's manufacturing is cheap, so you can bite Intel and play your own brand, and this is how the whole strategy is formed.
It is no wonder that Zhang Zhongmou's TSMC products are so much cheaper than Intel, and the company's gross profit can reach 50 percent, so he defined an industry and saved the entire island of Taiwan.
After listening to Wang Rongchang's introduction to Zhang Zhongmou's glorious history, Fan Wuxian was also a little hesitant for a while, it seems that this time it was the raptor who crossed the river, but I don't know whether the strong dragon pressed the ground snake, or the dragon drowned in the river, all in all, there must be an injury when the two strong fight.
Although it is said that its position as the leader in the domestic chip industry has been established, in some respects there is still a big gap compared with TSMC, an old chip generation industry giant with more than ten years of technology and experience.
Wang Rongchang saw Fan Wuxian touching his temples and pondering, so he said to him, "I estimate that in a while, TSMC's mainland investment proposal will be difficult to pass, and it will be half a year later." If you want to be able to exert some effort on the mainland, there will be no problem in delaying it for another year and a half. There is more than a year of time, which is enough for us to make the necessary adjustments, and it will take a certain amount of time for TSMC to build a factory and put it into production, so I don't believe that with this time buffer, we will not be able to fight them? β
After Fan Wuxian rubbed his temples, he thought about it seriously, and felt that Wang Rongchang's analysis could only be said to be a relatively idealized result, in other words, it was too wishful thinking.
Not to mention whether the Taiwan authorities will drag on this issue for half a year, let's just say that it is on the mainland's side. Even if he can exert a certain amount of influence from the top, if he really does so, he will inevitably create some pretext for the Taiwan authorities to attack the mainland, and this is something that Fan Wuxian does not want to see.
Therefore, Fan Wuxian can be sure that as long as TSMC has the intention to build this factory, and the Taiwan authorities successfully pass it, one year later, TSMC's wafer factory in the mainland will definitely be completed and put into production.
As a result, the chip factory under Fan's Investment Group is facing considerable pressure!
There are no pop-ups