The final end of the battle with the U.S. government has just come to an end, everyone thought that he would stop for a while, but they really didn't expect that followed by a series of actions, Qualcomm signed, Huawei HiSilicon will withdraw all OEM orders from TSMC, once TSMC completes the existing single foundry, I am afraid that Huawei HiSilicon will not have a chance.

TSMC urgently convened a meeting of directors.

Samsung Semiconductor also held a high-level secret talk, and most of the Qualcomm 820 processor list was squeezed out from them, and the loss was very large, and he was caught off guard for a while.

But compared to the immediate losses, they are more afraid of the future, once this is opened, I am afraid that it will be difficult to block the final end in the future.

And the price war at the end of the end is too scary, their OEM price of 100, the end of the end was 90 at the beginning, then it dropped to 80, and now it is even more down to 70. Step by step, they are led by the nose by the price war, and they have all dropped to 85, and if they fall further, they will not even be able to get back the capital.

But now the price of the final end is still only about 80% of theirs, how to compete?

"In the end, the company resolutely condemns and resists the destruction of fair competition in the market at an impossible low price. Because of the small profits of the semiconductor foundry industry, the profit of each chip is very low, a year-on-year decrease of 15% has been lost money in the early stage, only relying on the later profits, but a company has opened 70% of the price to grab orders, we dare not imagine what they rely on to achieve profitability, partners and consumers should think about product quality. ”

After the board of directors, TSMC issued such a statement.

This is the rhythm to be openly torn. Obviously, TSMC has been pressed. There have been too many orders for Apple processors, and now Qualcomm has also defected, and Huawei HiSilicon has put all orders back to China, and TSMC has been hit too much, so it's no wonder that they are angry.

"We have reason to be suspicious. The final technology comes from within Samsung Semiconductor, and we will investigate it thoroughly, and once we find out the ghosts, we will be severely punished. In addition, TSMC's statement is true, and the final end of such a foundry price does not meet the conditions for profitability at all. In addition to quality concerns, there may also be issues related to black money and corruption in China, and partners should be more careful about these issues. Samsung Semiconductor also issued a statement immediately.

Samsung Semiconductor also held a press conference afterwards.

The technology at the end is ours! The country of sticks is full of confidence to wave their fists and demonstrate, and at the same time frame various reasons such as quality, black money and corruption, I have to say that Bangzi knows China better than Taiwan compatriots.

And even more shameless.

"First, there is the issue of price. The pass rate of our 14nm wafer production line is more than 85%, the pass rate of TSMC's 16nm wafer is 55%, and the pass rate of Samsung's 14nm wafer is only 52%. In other words. Even if it falls by another 10 percentage points, the end-end semiconductor foundry orders are still profitable. ”

"Second, when it comes to quality, we use evidence to speak. We got 100 pieces of 16nm A9 processors manufactured by TSMC and 100 pieces of 14nm A9 processors manufactured by Samsung from the designer, and after comparative testing, our company's comprehensive score is about 20% better than the Samsung version of the A9 processor and about 15% better than the TSMC version. The above data is true and valid, and it is declared that it bears legal responsibility. At the same time, the partners are aware of the data. ”

"Finally. MediaTek Co., Ltd. and we have reached an X20 series processor foundry agreement. ”

Wow...... As soon as the statement on the official website of the final semiconductor came out, the entire technology community set off an uproar.

Let's not talk about the first two points, MediaTek's order can already explain everything.

MediaTek is the most solid supporter of TSMC, in fact, the shareholders of these two companies are inextricably linked with interests, Qualcomm betrayed, but no one thought that MediaTek would also betray TSMC.

Because the information is sudden. Even if TSMC doesn't know about it, it's stunned!

MediaTek, what the are you doing? Isn't the X20 processor an independent collaboration between me and you TSMC? How can you run to the pot at the end of the mainland? …… It's not scientific.

But just when TSMC executives thought it was an oolong, MediaTek issued a low-key statement on its official website, confirming the final order, only emphasizing that it was 'for the company's healthy development in the future.'" Only then will the OEM contract be dispersed to ensure that it can be shipped on time, etc.'

The bitterness in MediaTek's heart, I'm afraid only they know.

Samsung Exynos8890, Huawei HiSilicon Kirin 950, Qualcomm 820, the three major competitors' 14/16nm latest flagships have been used in the product one after another, the market is lively, only they MediaTek is absent, and the X20, which has been coaxing for half a year, is missing, and they are also anxious.

But it's not that they don't want to release it, it's just that there is a problem with the design of the X20, and in the samples produced by TSMC, there are problems such as excessive heating and loss of baseband signal, which have been repaired behind closed doors.

"We can fix the problems encountered by the X20, and if we are interested, please come to the final headquarters to discuss the big things." This is an email that Su sent to their general manager Xie Qingjiang in person last night.

They are also confident that they have the ability to repair the X20, but time is not waiting for anyone, and MediaTek does not dare to wait any longer.

Xie Qingjiang had already come to Hangzhou with his team last night, and after verification, he got the modification technology provided by the final end free of charge, but he also signed an OEM contract because of this.

How large the number of orders is, neither the final end nor MediaTek has announced this.

Not because of commercial secrecy.

It's just that MediaTek didn't dare to stimulate the Taiwan business alliance, especially TSMC.

But there is no leaky wall in the world, and MediaTek, a listed company, can't hide these important data.

"MediaTek handed over 60% of the X20 processor orders to the mainland end-end company, and TSMC's stock price fell in response!"

There was a lot of scolding on MediaTek on the island, calling Xie Qingjiang a 'traitor' and a 'traitor', and even the glass windows of MediaTek's headquarters were smashed. But in the capital market, the mouth is scolding cheerfully, the body is really honest, in the face of capital, any 'nationalism' is vulnerable, MediaTek shares did not fall but rose, once again entered the top ten listed companies on Taiwan Island, and the shareholders who were originally dissatisfied with Xie Qingjiang were suddenly happy.

"TSMC's vitality is badly damaged, as long as they usually knock it, they will have no skills. But Samsung is a huge business empire, a worldwide consortium, and a pillar industry in South Korea, and it is not easy to bring down Samsung. Su said as he looked at the traffic outside the window.

"There are more than 50 companies in the Samsung Group, and we can break their hands and feet first. In fact, Samsung Semiconductor has been hit hard by us. Zhang Yan smiled, her two tiger teeth a little sharp.

The one that is fighting with Samsung Semiconductor is the most terminal semiconductor, and the other is in the foundry field, and finally grabbed a lot of their orders. But they will produce their own processors, and the foundry business will only weaken and not go out of business.

But in the end, it was the memory chip field that caused a heavy blow to Samsung Semiconductor. Memory sticks, SD cards, memory flash memory chips and other related businesses are the pillars of Samsung Semiconductor.

But it is these businesses that have been fought by the series of products launched by the final end more than half a month ago. The price is only half of your Samsung, or even less, but the performance is better, consumers are not stupid, at least the domestic market Samsung has completely collapsed.

"It's better for girls not to be so angry." Su looked at Zhang Yan funnily and said. Break their hands and feet first? Good idea.

"People are very gentle." Zhang Yan said generously that when there were no outsiders, she often joked with Su Zhi

(To be continued.) )