Chapter 310 Questions and Answers and Investment Intentions
At this time, the companies that are still worried are basically those that have nothing to do with the Internet, mobile communications, and electronic technology.
The decision-makers themselves are very cautious people, and at this time, without an in-depth understanding of the entire project, they dare not easily determine to participate.
Although they want to make money and have the idea of investing, they don't know much about this industry.
At this time, they were a little anxious to see people from related industries participating in it.
Some people are guessing and analyzing with the consultant, while some people are more straightforward and ask directly.
"Mr. Chen, forgive me for taking the liberty of taking the liberty, our company is basically in the traditional field, and in the short term, it will not involve artificial intelligence and operating system related industries.
"Therefore, we are still concerned about the wafer fab itself, its technical level, its industry prospects, as well as profitability, return on investment and so on.
"Before I came, I did a brief understanding and learned that the production cost of the new wafer factory will be much higher than that of the mature old factory, and the same process may be more than double that of the old factory.
"Regarding such a problem, I hope that Mr. Chen, or other old buddies in the semiconductor industry, will explain it to us laymen."
This person asked the question that most people in the traditional industry want to know, so after he finished speaking, everyone else also pricked up their ears and listened.
Before Chen Jiansheng could speak, Huawei's president smiled: "Let me answer this question, you just said, it is a guess under the same process standard, but what if it is a different process standard?" ”
The boss who asked the question was quite humble, so he continued to ask: "Forgive me for being stupid, please also ask Mr. Yu to solve his doubts." ”
Huawei's president smiled and said: "Let me say this, Jetta and Rolls-Royce, both have four wheels, can you say that they are the same car?" ”
Hearing this analogy, everyone couldn't help but smile, and those with straighter personalities laughed out loud.
Huawei's president shrugged his shoulders and continued: "From everyone's expressions, I have already seen the answer, so correspondingly, nominally, it is all 10nm process, but in fact, it may not be the same thing.
"In addition to the nanometer number of the process that ordinary people know, there are many other key parameters in the semiconductor manufacturing process......
"Forget it, when it comes to professionalism, you may not understand, let me make an analogy.
"There is a kind of exam, which is very complicated, and the layman only knows the result, whether it is a pass or a failure.
"But as long as you pass 60 points, you will be shown to pass, and even if you score 90 points, you will only pass.
"But 60 points, and 90 points, the real strength of both sides, is it a level?
"Then, this exam, because it's hard, everyone has ten chances.
"Some people only pass the seventh time, or even the eighth time. And some people, the third time, or even the second time, are over.
"So these two people, are they at the same level?"
Speaking of which, the previous boss who earnestly sought advice can be regarded as having a retrospective:
"I see, I see, that is, the semiconductor manufacturing process, in addition to the nano process that the public knows, has many other key parameters.
"And Intel is leading in most technical standards, Samsung and TSMC's 10nm is just a virtual appearance, and the real level may not be ahead of Intel, right?"
Huawei's president thought for a moment: "The analogy may not be very appropriate, but it basically looks like this. Because of different customers and different market positioning, the market strategies of the two sides are very different, which leads to such a result.
“
"Intel's state-of-the-art process will only be used to produce its own desktop and laptop processors, which is a traditional industry with huge shipments, costs must be reduced, and yield rates must be improved.
"In fact, Intel's 10nm has already been successfully trial-produced, but the yield rate is not up to their own standards, so it has not been applied to their own products.
"And Samsung and TSMC, their main customers are Apple and Qualcomm, and their products are mainly focused on the emerging mobile phone industry.
"Compared with the overall process level, they are more concerned about the simple process update progress, which can be used for promotional copywriting.
"The first 10nm processor, the propaganda effect, is greater than the actual significance.
"Ordinary people, at most, can know the parameter of how many nanometers the process is, and even the process type can't be distinguished.
"In order to make the first 10nm processor, in order to create a sign that the process itself surpassed Intel.
"In the past two years, they have worked hard to build the process, and finally made a 10nm processor.
"In this context, if they can make 10nm, it is already a victory, and they and their customers will not be too sensitive to the yield rate and price, or rather, they have not had the energy to be sensitive.
"In short, Intel is the benchmark in the industry and has always implemented a high standard of industrial production.
Samsung and TSMC, on the other hand, are explosive catch-ups, with relatively extensive production methods, and they don't have the energy to pay attention to details.
"So in fact, in the same level of process, Intel is better than Samsung and TSMC in terms of electrical performance, leakage rate, and pass rate.
"When the leakage rate is low, the performance will come up, and the pass rate will be high, and the cost will naturally be reduced.
"If I had a choice, I would definitely choose Intel for the same process.
"Even if Intel uses 14nm, which seems to be a generation behind, and TSMC Samsung's so-called 10nm ratio, if I can choose, I will still choose Intel.
"However, Intel has always refused to open the foundry, and NVIDIA has mentioned it several times, but it is useless, so we can only continue to use Taiwan leakage and mourning stars."
Huawei's boss talked for a while, explained the positioning of Intel and Samsung TSMC, answered the concerns of these CEOs, and mobilized the atmosphere of the scene.
In particular, TSMC's nickname: Taiwan Leakage, Samsung's nickname: Mourning Star, made many people smile.
The whole venue was filled with a joyful atmosphere, and more than a dozen companies confirmed their investment intentions on the spot.
There are still less than twenty that have not expressed their position.
Moreover, these twenty did not explicitly refuse, but only said that they needed to go back and carefully consider and investigate before making a decision.
Looking at the situation at the scene, the atmosphere was a little lively, and Chen Chen felt that it was almost time to suppress it again.
So, Chen Chen gestured to Chen Jiansheng, which was agreed in advance, and he could start to talk about the equity distribution plan.
Seeing that there were still more than 20 people who had not expressed their position, thinking about the extremely tough equity distribution plan, Chen Jiansheng hesitated, tilted his head and whispered to Chen Chen: "Are you sure to start now?" ”
Chen Chen nodded and said, "I'm sure." ”