Pete Wernick finally calmed down after his anger, and then called all the core executives of ASML to an emergency meeting overnight, and deliberately avoided some of ASML's shareholders, such as Samsung, Intel, and the directors of the company.

"$25 million? The world's most sophisticated high-end lithography equipment sells for this cabbage price? Is he crazy? ”

"When will the Cote d'Azur have to recoup its $100 billion R&D costs?"

"The quality is absolutely poor."

In the conference room, several executives who learned the news were also very shocked, and they were all talking about each other at the moment.

Pete Winnick was very distressed and helpless and said: "This is not a quality problem, the scale of production effect, supporting advantages and huge market in China determine that the production cost can be so low without reducing the quality, and the Chinese people rely on this advantage to defeat international competitors, have you forgotten the story of the 'balance car'?" They sold it for $160 and made a profit. ”

When this thing first came out, it was sold for as much as $50,000, and the person who bought it at that time must have had a problem with his brain.

This is the embodiment of large-scale production, supporting advantages and scale of the market, into unparalleled international competitiveness, many enterprises in China are relying on these three magic weapons in the international competition invincible, crush one international competitor after another, so that the goods made in China are all over the world, and all kinds of other countries are each other's largest trading partners.

In fact, ASML is very clear internally, the lithography machine is a monopoly + high-tech profiteering product, what is the production cost of the product itself they know best, ASML's own extreme ultraviolet lithography machine even if it sells 20 million US dollars is profitable, but it will not be so profitable, this is an objective fact, what pure handicraft is nonsense.

Intel, TSMC these manufacturers have long calculated the production cost of extreme ultraviolet lithography machines, and the evaluation price given is about 20 million US dollars, which is relatively reasonable, but ASML has a monopoly on the equipment, only he can build it, and he has the international pricing power.

Even if profit is related to production costs and R&D costs, it is not a core element, and the core that really affects profits is international pricing power.

As soon as the purple star lithography machine came out, it means that ASML will lose the international pricing power of the lithography machine, and the Cote d'Azur will redefine its value and give it a new price.

The worst thing is that the Cote d'Azur can even ignore the profits of lithography equipment, which is what makes Pete Winnick feel desperate, the Cote d'Azur generates $250 billion in revenue a year, and Luo Sheng may really not be able to look down on the profits of lithography equipment, and cares more about the strategic significance of lithography equipment to the entire Cote d'Azur, rather than counting on how much money this equipment makes.

Even if it is sold for $200 million, the market is only more than $20 billion a year, which is less than one-tenth of the company's annual revenue for the Cote d'Azur.

Don't care about this profit, it doesn't mean that there is no profit, the Cote d'Azur is a large group company, Luo Sheng never looks at the profit performance of a certain business segment of the company, it will be limited to a small pattern, but looks at the overall profit performance of the entire group company.

Maybe the research and development of the purple star lithography machine is a money-losing goods, but because of the willingness of the purple star lithography machine, other businesses on the Cote d'Azur have taken off, and the company has become more competitive.

Clearly, it is essential to have international pricing power.

Pete Winnick suddenly said unswervingly: "Ladies and gentlemen, ASML is experiencing the biggest crisis since the establishment of the company, so I propose to the board of directors to make a temporary proposal to fully open the authorization cooperation of extreme ultraviolet lithography machines, and we can sell the most advanced lithography equipment to Chinese manufacturers such as Huaxin International, sell to any customer who wants, and lift all export restrictions." ”

Everyone was shocked on the spot,

The COO said directly: "Pete, ASML is an international core member of the SIA (North American Semiconductor Industry Association), and SIA will not agree, and I am not optimistic about this decision." ”

Pete Wernick smiled wryly: "I don't want to either, but ASML is about to face an existential crisis, it may go bankrupt at any time, and tomorrow's stock price will inevitably collapse again, and we have no choice." ”

As he spoke, Pete's face changed, and then he said unhappily: "Do you know why I deliberately avoided the directors assigned by external shareholders?" Lifting TSMC, Samsung, Intel, etc., maybe they have begun to discuss the possibility of abandoning ASML internally. ”

The total R&D cost of ASML's extreme ultraviolet lithography machine is about 20 billion US dollars, and Samsung, TSMC, and Intel have funded nearly 6 billion euros, and they have to pay for it, more than 100 million US dollars.

Next door to the Cote d'Azur, the purple star lithography machine has killed ASML's products in seconds on the exposure system, and it is sold so cheaply, more importantly, this can alleviate the current contradiction between the two sides, save procurement costs and earn the Greater China market, how to choose this business, as a capitalist can vote with his feet.

No matter how strong a business alliance is, it can be easily crushed as long as the interests are sufficient.

Samsung, Semiconductor Semiconductor Corporation, Intel and other semiconductor manufacturers are indeed shareholders of ASML, but in fact, they have little interest in participating in the shares.

In a sense, it is forced to participate in shares, and the reason why it is a shareholder of ASML is because ASML's regulations stipulate that if you want to buy their most advanced products, you must participate in shares, and Intel, these semiconductor giants, participate in shares for lithography machines, not for ASML's profits.

Pete thought about it carefully and said again: "SIA will definitely try its best to obstruct it, the game here is quite complicated, and we must sort out the key nodes in order to find the real way to survive." ”

Who would have thought that at this moment, even a monopoly high-tech company like ASML would have said such a thing as "survival".

At this moment, Pete's mind suddenly became extremely clear, and he looked around at everyone and said calmly: "First of all, the semiconductor industry will enter a situation of reshuffling, it is only a matter of time, the main contradiction is the contradiction between Luo Sheng and SIA, ASML does not have an absolute monopoly position in the semiconductor equipment link, if indifferent or the slightest mistake in decision-making, it is likely to become the first victim of the game between them on the negotiating table." ”

Everyone nodded their heads again and again, and one of the core executives at the meeting asked, "But the question is Pete, isn't your decision just now tantamount to pushing the company to the opposite side of SIA?" Maybe we will turn against SIA, and the Chinese will treat us warmly, but I think this is only for a short time, and when the limelight passes, the SIA will not only not save us, but will come up to punish us for our betrayal. ”

Shopping malls are like battlefields, this is a war without gunpowder, treacherous, figuring out who is a real reliable collaborator, who is a real competitor is the primary issue, yes, it is a collaborator, not a friend, although it is said that friends are said in the mall, no one will really believe that there will be real friends on this board, at most they are also collaborators.

"Giving in to Luo Sheng is not the same as betraying SIA, this decision is to raise the importance of ASML in this turmoil and make SIA value us," Pete said. ”

As soon as these words came out, everyone present understood the boss's intentions.

This is to use the Cote d'Azur as a bargaining chip to negotiate with SIA before negotiating with the Cote d'Azur, and this bargaining chip is that if you SIA dare to abandon me ASML, I will dare to jump back immediately without the slightest hesitation.

In this matter, the enemy of the enemy is the friend.

Obviously, Pitt thinks that the probability of SIA compromise at this time is extremely high, because ASML's move is to jump back to it, the key is that it will get worse and worse after opening this opening, so what about Japan's Shin-Etsu Chemical? What about Samsung? These international members of the SIA could not have had no idea what ASML was doing.

What's more, multinational groups such as Samsung themselves have in-depth cooperation with the Cote d'Azur.

The whole industry is facing a reshuffle, someone has broken the rules of the game, and the future is full of uncertainty.

This is what SIA is most afraid of and what they don't want to see, the team that is engaged in ASML is disheartened, and if it is not handled well, it will face a domino collapse, and it will not be able to pull it at that time.

The core executives at the meeting couldn't help but nod their heads again and again, it turned out that they did not really want to "defect to the enemy", but to put pressure on SIA on the condition of "surrendering to the enemy", and after establishing that ASML would not become the first victim of this reshuffle, they would start negotiations with Luo Sheng or the Cote d'Azur.

Obviously, in the current situation where the industry is about to be reshuffled, ASML cannot survive at all, and it will only be humiliated to negotiate with Luo Sheng just by relying on ASML itself, because there is no bargaining chip, why should I cooperate with you? You don't have both product advantages and market size, wouldn't it be better for me to eat you directly?

I can't even say it.

So in the end, we have to rely on SIA, we have to rely on the Americans.

The impromptu emergency meeting held by ASML in the middle of the night reached concrete matters in less than half an hour, and Pete Winnick personally flew to China the next morning.

Although this move is very shameless, Pete Wernick can also expect that his move will probably become a hot topic of news that day, and it is certain that he will be ridiculed and abused as a "traitor", the Cote d'Azur has just announced the purple star lithography machine, and you ran over so diligently the next day, and the previous arrogant and cold side was in stark contrast to it.

It's really scolding at both ends.

Pete doesn't want to be so humiliated, but there is no way, life matters, if his life is gone, he needs to have a P face.

This is quite practical for foreigners, no, it should be said that it is very realistic.

The purpose of Pete's trip is not really to negotiate concrete results, but to show SIA, and the key is one word - fast.

The action must be fast, and it will be worthless when it expires.

……

Chinese Net