On November 29, SMIC announced that it had successfully developed a 12nm chip process and would officially accept OEM orders in February 2014.

The news caused an immediate uproar, even though the world knew that SMIC was working on a 12nm process.

The problem is that the international embargo on semiconductor equipment is very strong this year, and the vast majority of people believe that SMIC will not be able to overcome the 12nm process in two or three years.

However, reality slapped them hard, and in less than a year, SMIC completed the research and development of the 12nm process, and it was only two or three months before it was put into use, which is simply scary.

If SMIC ignited the spark of Huaguo chips, the next situation is a wildfire that is out of control.

On December 1, Unisplendour announced that it had successfully conquered the 16nm process and is currently moving towards the 14nm and 12nm processes.

On the same day, YMTC also added another fire, announcing the realization of 16nm process, and cooperating with Shenguang Instrument Group to launch two memory particles on January 1 next year.

They are the Yangtze River Wave-1 (8G) and the Yangtze River Wave-2 (16G).

In addition, SMIC will be commissioned to produce the Yangtze River Inspur-3 (32G) using a 12nm process.

Looking at everyone's continuous revelations, HiSilicon chips, which are not afraid of tigers, also announced that they will launch the Kirin 800 chip in March next year.

As soon as these news came out, it was a catastrophic consequence for chip manufacturing companies in Dayuan Province and abroad.

TSMC shares plunged 14% for a week in a row.

Sanxin Electronics, Hynix, Micron, Powerchip, World United, Gro Ark, these chip foundries, or memory particle manufacturers, the stock prices are also red, and there is a general decline.

This situation has made the ghost hidden in the international financial market reap the wealth again.

Obviously, the rise of chip manufacturing in China is seriously hitting the hearts of investors, especially since Intel is now even grinding the 14nm process, and other manufacturers are also generally hovering at 16nm and 14nm.

SMIC has overtaken in corners, and Unisplendour, Yangtze River Storage, Huada Semiconductor, and HiSilicon chips have also begun to keep pace with them.

In the face of the Huaguo cluster effect, once the scale comes up, coupled with the winner-takes-all characteristics of the chip industry, many investors already feel that the chip industry is about to fall, and selling has become an instinctive action at this time.

[Huaguo chip process breaks through 12 nanometers? What is our business doing? —Fox

[12 nm?] Intel engineers said that there may be something greasy in it! —The New York Times

[A fatal crisis is coming, and the semiconductor industry may be disrupted.] —Dong-A Daily

[What you don't know about Huaguo Semiconductor's invisible overlord - Shenguang Instrument.] —Asahi Shimbun

[The only advantage is about to be lost, where will Dayuan Island go?] ] - Ta Kung Pao

Twitter and Facebook also quickly reprinted the news, and the rise of Huaguo chips became a major event at the end of the year.

South Goryeo, Samshin Plaza Building, No. 263, Suhyeon-dong, Bundang-gu, Seongnam-si, Gyeonggi-do, is the famous Samshin headquarters.

In the headquarters building of Sanxin Group, Sanxin's signboard is still shining, but this time the storm is too strong, and the signboard is shaky and slapping urgently.

Li Jianxi silently looked out the window, the black clouds overwhelmed the city-like storm, and was mercilessly beating on the glass.

“…… Chairman! The above is the survey result of Huaguo Branch. Quan Wuxuan, president of Sanxin Electronics, reported solemnly.

At this time, the conference room was depressed, even if it was Li Kunxi's son and daughter, Lee Jae-yong, Li Fuzhen and others did not dare to come out.

Li Jianxi, who turned around, although Huafa was born, he was still the mighty Sanxin Lion: "Wuxuan." ”

"Yes."

Li Jianxi said without hesitation: "Go all out to develop the 10-nanometer process, and the price of Sanxin Electronics' memory particles will be reduced by 30%. ”

"Yes." Quan Wuxuan nodded hurriedly in response.

Obviously, Sanxin Group has come up with their killer feature - counter-cyclical sales method, deliberately lowering the shipping price, suppressing other memory particle manufacturers, and making it difficult for other manufacturers to recover blood through this way of price reduction.

This killer feature is a typical mutual injury, to see who can't hold on in the end, and then the winner takes all.

It is in this way that Sanxin Electronics has overwhelmed Dongying Semiconductor and Miguo Semiconductor step by step and become the overlord of the chip manufacturing industry.

In order to maintain its advantages, Sanxin Group is also desperate, Li Jianxi knows the consequences of this incident, once Huaguo chip companies are bigger, it is estimated that it will be the beginning of Sanxin's decline.

In addition, this time Sanxin Group did not act on its own now, Li Jianxi quickly joined forces vertically and horizontally, and Hynix, Micron, and Powerchip, memory particle manufacturers, collectively lowered prices, just to suppress Huaguo chips.

TSMC, Intel, Gro Ark, Tower Semiconductor, chip foundries, or chip manufacturing companies, have also cut prices.

For a time, the price of chips in the world has fallen by more than 20~30%, and many manufacturers are already losing money.

The encirclement and suppression of Huaguo chips has become the consensus of all overseas chip manufacturing enterprises.

However, the Chinese government is not a vegetarian, and immediately introduced the anti-dumping law, even if it cannot change the situation abroad, at least it is necessary to maintain the basic situation at home.

At this time, Huaguo's huge local market has given full play to its strong advantages, and the local chip industry can still survive even if there is no foreign market.

The battle has broken out, both sides are fighting fiercely, this is a war without gunpowder.

And Huaguo chip companies are not afraid, there is no way back at this time, and the two sides are destined to be a life-and-death situation.

Many domestic manufacturers of electrical or electronic products have been implied to use domestic chips as much as possible, either explicitly or implicitly.

Unless there are chips that are not available in China, or products that are exported to foreign countries, domestic chips can not be used.

……

Gao Zhiyuan and Cai Zhixing came to the villa and reported to Huang Mingzhe about the recent situation of the company.

Shenguang Instrument Group has become the largest sector of the Thinking Society, with a total revenue of 137.4 billion this year, but the expenditure is also a lot, reaching 119.7 billion, and the after-tax profit is 13.7 billion.

However, this year, there is another sector that has sprung up, that is, the thinking battery company, which has brought tens of billions of revenue and after-tax profits of up to 4.1 billion.

The profit of Dream Company is only 1.43 billion, which is the least profitable enterprise under the Thinking Club.

"The president, Sanxin Group and foreign chip companies have reacted, and it is estimated that the situation next year is not optimistic." Gao Zhiyuan said solemnly.

Huang Mingzhe said calmly: "The soldiers are coming, the water is coming to cover the earth, I want to see how long they can hold on." ”

"I'm afraid of being hit by the Yangtze River Storage and Unisplendour, and I can't keep the memory particles." Gao Zhiyuan reminded.

Well? Huang Mingzhe thought for a while, Sanxin had the official support of South Goryeo behind him, and after thinking for a while, he ordered: "Shenguang Instrument can inject capital into Yangtze River Storage and Unisplendour at the necessary time." ”

"I see."

Next, Cai Zhixing reported to him the construction progress of the headquarters of the Thinking Club and the financial situation of the Thinking Club this year.

It is estimated that the headquarters building of the Thinking Club will be completed before the Spring Festival.

The financial situation of the Thinking Society, obviously, a large number of scientific research projects and equipment investment have caused the Thinking Club to have an obvious financial deficit, with a deficit of 3.5 billion.

However, each subsidiary can make up for this gap, and scientific research is the soul of the thinking club, and this investment is indispensable.