Chapter 596 [ASML suffers three consecutive critical hits, lore? 】
[Exciting news, the development of the Cote d'Azur lithography machine has made a milestone breakthrough! ——The headline on the front page of the Global Times.
[Breaking the monopoly, finally having its own domestic lithography machine equipment] - the headline on the front page of "Arc Search".
[Shocked! The world's strongest lithography machine came out, and the R&D institution turned out to be ......] - "UC Headlines"
[Purple Star Lithography, Domestic Light, Break the Monopoly, Jedi Fight Back!] ——"Science and Technology Daily"
[Cte d'Azur Laboratory: Purple Star is currently the world's top EUV lithography equipment, which has been ASML. —— "Today's Headlines"
……
Today, the domestic media people are crazy, and even the whole people are excited, and the east of the world is boiling.
The news of the purple star lithography machine is really overwhelming, even if some people who don't pay attention to the news of science and technology at all have more or less learned about this matter, although they don't understand it very well, but it seems to be a terrible thing, and everyone is talking about it.
The keyword at the top of the hot search entries on major social platforms on the Internet is "Purple Star Lithography Machine".
"Mom, is this news true or false? Some bigwigs explain that the Purple Star lithography machine is really more powerful than the one from ASML? ”
"The official announcement of the Cote d'Azur company is that such a large group will not engage in fake news to entertain everyone, it must be true."
"Go to Blue Star to watch the video and search for 'Purple Star Lithography Machine', there are detailed rules for the disclosure of the promotional video."
"Archbishop's Fraud (Broken Voice)!"
"When I woke up, I felt that the world had changed, and the domestic lithography equipment had quietly broken the monopoly, and the most advanced lithography machine of ASML had been overwhelmed in extreme ultraviolet lithography, is this still the world I know?"
"Let me tell you the news, those big media in Europe and the United States have collectively lost their voices, and only some media that don't have much influence are reporting on this matter, and those influential media are reporting the news of the Eagle Sauce election, as if they don't know."
"Jennyma is cool, this news is so energetic early in the morning."
"Haha, ASML is estimated to be stupid when they see this news."
"Not only ASML, but Eagle Sauce is probably dumbfounded."
"No wonder the archbishop is not in a hurry at all, no wonder the Cote d'Azur is as stable as an old dog, it turns out that he has made such a big move, and it is really that people don't talk much."
"Looking forward to the follow-up of the matter, this Nima is more enthusiastic than reading hot-blooded comics, and the realistic story is the most exciting."
……
When the international veteran semiconductor manufacturers learned the news, they were indeed collectively dumbfounded, although the media in Europe and the United States collectively lost their voices, but the discussion on the Reddit forum was really hot.
But the stock market doesn't fall asleep like the media.
In terms of U.S. stocks, the Nasdaq Composite Index closed down 1.81% on the day, the biggest one-day decline in nearly three months, dragged down by the semiconductor sector.
Intel, Xilinx, Qualcomm and other North American semiconductor giants have been affected by varying degrees of decline, and the market value of Semiconductor Manufacturing Company has also fallen by about 8%, and the worst decline is ASML, the market value plummeted by 27.98% on the day, with a total market value of $91.4 billion after hours, falling below the $100 billion mark, and the market value evaporated $35.5 billion in one day.
It can be said that it is a bloody situation at the beginning.
The advent of the purple star lithography machine means that ASML's absolute monopoly position in the field of lithography equipment has become history, and it is no longer the only choice in the market.
In stark contrast, the market capitalization of Bluestar Technology Group soared on the day, once again returning to the $1 trillion mark.
The matter of purple star lithography machine seems to have nothing to do with Bluestar Technology, but investors don't think so, because Bluestar Technology is also a core part of Luo Sheng's huge commercial technology empire.
The fierce news that broke out this time fully reflects the strong vitality of Luo Sheng and his company, which is really more and more courageous, and the current development momentum of Bluestar Technology is also good.
This series of inducements has prompted the market value of Bluestar Technology to rise sharply, and the result is that the only two listed companies in the world with a market value of more than one trillion dollars are from the same founder.
This scene is simply picturesque.
……
That night, the lights were still on in ASML's CEO's office, and its head, Pete Winnick, was watching a live video feed from the Eastern Hemisphere, which was the press conference being held by the Cote d'Azur.
At the same time, the Eastern Hemisphere is now around nine o'clock in the morning, and the press conference hall in the Galaxy City of the Cote d'Azur headquarters is already full, with reporters from more than six or seven hundred domestic and foreign media organizations, and more than 1,000 people attending the meeting.
It can be seen that the exposure of the purple star lithography machine has caused a huge sensation in the outside world, which also shows that people's attention to technology semiconductors is high.
"Thank you, speaker, Global Media reporter for your question. May I ask Mr. Yao, does the breakthrough of the purple star lithography machine mean that the whole industrial chain of domestic semiconductors has been successfully built, and whether the chips of the Cote d'Azur have been de-North Americanized? Thank you. ”
The reporter's question is very simple, and it can be said that it is the most concerned issue by the outside world at present, and everyone is waiting for an answer.
At this moment, the hall is flashing the camera lights all the time, and the sound of the "click" camera shutter has not stopped, and the person who presided over the press conference is Yao Jianhong, the second person on the Cote d'Azur after Luo Sheng.
Yao Jianhong said with a faint smile: "The two are not in conflict, the Cote d'Azur is a two-legged walk, the leg of self-research was not very sharp before, but now it can basically be said to be cured, the road of independent research and development has been established as early as eleven years ago, that is, at the beginning of the establishment of the Cote d'Azur, and has never wavered." ”
"In the past 11 years, we have invested more than 3.35 trillion yuan in funds for the independent semiconductor industry chain plan, and more than 2,000 affiliated enterprise manufacturers and partners have participated, which is unprecedented in the development history of the entire world's integrated circuit field."
"Today, I can clearly say here that we can make the most high-end chips even without cooperating with any international manufacturer, that is to say, from the front-end industrial software to the IC design end, manufacturing end, power devices, materials and equipment side have basically opened up all the technical pain points."
More than just purple star lithography equipment?
As soon as Yao Jianhong's speech ended, there was an incredible exclamation from the audience, I thought that the purple star lithography machine was a super fierce material, but I didn't expect a bigger fierce material to come again.
There are too many people who pay attention to the live broadcast of this press conference, and the major semiconductor international manufacturers are paying attention to it without sleeping, and they can't sleep peacefully at all.
Only Yao Jianhong knows that in fact, there are still 60% of the links that are still being overcome, but the birth of the purple star lithography machine, its light is enough to cover up these, and no one doubts what he said, or even if he doubts, he does not dare to test it.
I can't afford to lose.
"Thank you for the spokesman, the reporter of "Science and Technology Weekly" asked, recent media reports show that the Cote d'Azur has been forced to interrupt the orders of the company, will this affect the normal operation of the Cte d'Azur's major businesses? If there is no order from Timber, will the Côte d'Azur products face a vacuum in market supply? The whole industrial chain plan of domestic semiconductors has been opened, so when will domestic high-end chips be able to achieve mass production? Thank you. ”
After the reporter finished asking questions, he did it.
Yao Jianhong didn't hesitate, and answered this question quickly with a smile as always.
"We talked about this within the company 10 years ago, and we did extreme scenarios, and frankly, what happened recently didn't come as a surprise to our team, because we had already deduced similar situations, and it wasn't even the most extreme scenario we envisioned."
Not the most extreme scenario envisaged?
This......
The semiconductor industry insiders who are paying attention to the live broadcast are also impressed when they hear Yao Jianhong's words, is this the vision of the Cote d'Azur? It started to be deduced ten years ago, and it's terrible.
It's no wonder that today's brilliant situation has been achieved.
If someone may have questioned Yao Jianhong's words before, but now there will be no more, the purple star lithography machine has come out, and the actual investment of 3.35 trillion yuan is a fact that cannot be erased.
Yao Jianhong continued: "In general, the Cote d'Azur has been preparing for this day for ten years, Xiongxin Electronics is expected to get the first EUV Purple Star lithography machine equipment as soon as the end of 2016, and it is expected that mass production can be achieved in the middle of 2017, but the specific situation depends on the news of Xiongxin Electronics, please refer to the news of Ms. Liu Yixuan, CEO of Xiongxin Electronics. ”
After a pause, he continued: "As for the several major terminal businesses on the Cote d'Azur, we have made full preparations in terms of inventory, and it is not a big problem for the chips in the inventory to continue to work for a year and a half. ”
Everything is clearly arranged.
Everyone saw an unprecedented self-confidence from Yao Jianhong's speech and demeanor, this is the difference between having confidence and not having confidence, even if the confidence is there, even if it is elegant and easy-going, it gives people a domineering feeling.
The Cote d'Azur company has long been ridiculed by the majority of melon-eating netizens as a company that says the most easy-going things and does the most ruthless things.
"Thank you, the Guardian's reporter Louis Walker asked, Mr. Yao, ASML's EUV lithography machine is rumored to be selling for more than $100 million, has the price of the mass-produced EUV Violet Star lithography machine on the Côte d'Azur been established? If so, what is the selling price? And how much is the annual output? Do you supply global semiconductor manufacturers? Thank you. ”
The reporter who asked the question this time was a foreigner, who spoke not very fluent Chinese to ask questions, because it was not very smooth, and he spoke a little slowly, which made people a little anxious, but everyone was still able to understand what he said.
Everyone looked at Yao Jianhong in unison, only to see him bow his head and be silent for a moment, and after a while, he looked up at the media people in the audience, unconsciously showed an intriguing smile, and bought the pass again.
This can make the reporters in the audience anxious, especially the international competitors who are silently following the press conference.
You say, Madefaq!
At the end, Yao Jianhong said in an orderly manner: "There is no doubt that the Purple Star lithography opportunity born from the Cote d'Azur laboratory is open to manufacturers all over the world, and we welcome them to come and place orders. ”
At this moment, Pete Winnick, the head of ASML, who was watching the live broadcast of the press conference, received the first critical blow.
Yao Jianhong: "On the issue of production capacity, production capacity is not a problem, how big the market demand, how much we can supply, the amount of production capacity depends on the customer's order volume, in other words, how much you want, we can provide you with as much, but to place a purchase order in advance." ”
Pete Winnick suffers a second critical hit.
"About the price of the Purple Star lithography machine ......" When he said this, Yao Jianhong once again sold a pass, and everyone only scratched the itch in their hearts, and after a few seconds, he finally said with a smiling expression: "Just discount it at half price of 100 million US dollars and then half of it...... How about $25 million? ”
The audience could hear the needle drop, and then there was an uproar.
A media person engaged in technology-related reports on the scene said sharply: "Tut-tut, this is the rhythm of the ASML company to death, and the poor dagger wants to kill it, and it is undisguised." ”
His partner also whispered after hearing this: "I believe that the Cote d'Azur has the heart to completely kill ASML, I absolutely believe it, but the Purple Star lithography machine should not really be sold for 25 million dollars, most of it is a smoke bomb set off by Yao Jianhong." ”
"How?"
"Originally, it was three inches, but it was shouted five inches, and when the time came, it was two inches back, and it still had to be three inches, this is the traditional art of our nation, the purple star lithography machine really sold for 25 million US dollars, ASML will have to declare bankruptcy and liquidation in less than two years, anyway, I think this is a smoke bomb, maybe the bigwigs have begun to negotiate, this is to create bargaining chips for negotiations."
"The analysis makes sense. But then again, the market for lithography equipment is so big, but the technology is very critical, and like EDA software, the market for industrial software is smaller, so even if the purple star lithography machine sells for 100 million US dollars, even if it monopolizes the global lithography equipment market share, the annual revenue is only more than 10 billion US dollars. ”
"Oh, more than 10 billion dollars are only 10 billion dollars in your case?"
"I'm not looking at it from the standpoint of the giant of the Cote d'Azur, think about the Côte d'Azur's revenue last year was close to 250 billion US dollars, and the purple star lithography machine is at best a marginal business in the eyes of the archbishop, can you make money with Azure smartphones? Can you have ACC game consoles and ieP tablets to make money? ”
"I can't seem to argue with that."
Meanwhile, Pete Winnick, who is far away in Europe, suffers a third critical hit, and he finally can't take it anymore.
"Enough !!!"
Pete Wicknick was so angry that he unplugged the power cord on the spot, if it weren't for the key information and sanity in the computer, he would have to change to a new set of hardware tomorrow.
At this moment, Pete Wicker is angry and smoking, Yao Jianhong's three words are like three killer blades roaring towards him, one sword after another piercing his heart, each more accurate and more painful.
The mass-produced EUV Purple Star lithography machine sells for $25 million a piece, where does ASML still have a way to live?
……
Chinese Net