Lift the headquarters of the company.

"Dong Zhang, the purpose of my visit this time is for the Azure-5 chip foundry, your company should put our list into the production plan as soon as possible, the upstream and downstream are looking forward to it, you can't drop the chain here."

In a small VIP room, Yao Jinhong said to Mr. Zhang, who was sitting opposite him.

The purpose of this personal talk about this matter is very simple, one is to place an order sincerely, it is the best not to have a moth, everyone earns money together, everyone shares profits together, the Cote d'Azur now also holds 9.21% of the shares of Lift Semiconductor Manufacturing Co., Ltd., Yao Jianhong also believes that Lifting Semiconductor Manufacturing Co., Ltd. also hopes so; Second, as Luo Sheng said, it is still the first time to make a gesture.

If the L8 chip designed by the 10nm node is not used on hold, two-thirds of the previous R&D will have to be wasted, and the realization will raise the R&D cost.

Today, the semiconductor process has reached the 14nm node, and the manufacturing process after 10nm is becoming more and more difficult, requiring a new generation of semiconductor manufacturing equipment such as EUV extreme ultraviolet lithography.

"That's natural, the Cote d'Azur is not only our largest customer partner, but also one of the major shareholders, supplying your company has always been one of our most important affairs, our company has launched at least two sets of EUV lithography equipment, and intends to start the EUV process as soon as possible on the 10nm process at the end of next year."

Mr. Zhang also replied with a smile on his face, and after a while, he changed his words and said:

"However, lithography system supplier ASML is not very optimistic about this, at least until 2018 to large-scale use, even if the EUV process can be launched at the end of 2016, it can only be used in some small and simple chips, such as logic circuits, DRAM and NAND flash memory, complex SoC processors have to wait."

It is also not good for chicken thieves to lift the TSMC, and the pot will be thrown clean in advance in a few words.

The implication is that it is of course okay to supply the Cote d'Azur, but the production capacity may not be able to keep up, and you have to be mentally prepared, but we will do our best to supply, and it also hints at the pressure that ASML and the North American Semiconductor Industry Association behind it may bring.

These words were not explicitly stated, but Yao Jianhong naturally heard the truth, and did not complain about the wall-to-wall behavior of lifting the SMC.

People do have difficulties, and it is very clear that both sides really don't want to offend, if they reject the Cote d'Azur, they will lose the biggest customer, not to mention other impacts, first of all, a financial report will have to shrink significantly, because the foundry fee given by the other party is indeed higher than that of peers.

In addition, chip foundry is not only one of Lift Semiconductor Company, but also Samsung Electronics next door, and Luo Sheng's own Xiongxin Electronics is also thriving, and there is also a contribution of Lift Semiconductor Manufacturing Co., Ltd.

However, the influence of North America cannot be ignored, and many of the key node technologies of Lift Semiconductor Manufacturing are actually very dependent on related companies in North America, in other words, they are subject to North America.

It's just that there is suffering, and I can't say it clearly, it's really not easy to stand up and stand up.

Yao Jianhong shrugged his shoulders and said, "I don't think it will hinder the cooperation between us, will it?" It's okay to wait, but we can't wait too long, we won't wait forever. ”

Mr. Zhang also heard what was in the words, and immediately smiled and said, "That's the same." Mr. Yao can rest assured that it is the first batch to supply your company after the production capacity is started, which is also part of our cooperation agreement. ”

Hearing this, Yao Jianhong got up and said, "Okay, I'll be relieved to have Zhang Dong's words." ”

The two sides exchanged a few polite words, and in the process, they secretly scolded each other, and the old fox ended this seemingly pleasant business negotiation, and Yao Jianhong said goodbye and left.

Compared with Yao Jianhong, who knows that he has a purple star lithography machine and Xiongxin Electronics, the difference is that Lift Semiconductor has mixed feelings for the maturity of extreme ultraviolet lithography equipment and related technologies.

Perhaps worries are in the majority.

The advent of new technologies and equipment has upset the previous balance and brought more uncertainties.

In the past, major multinational technology companies could hinder each other through technology, and they could still play happily without incident, but the future is not certain.

However, the relationship between Luo Sheng and the Americans is not dealt with, and everyone on the earth knows that the contradictions and grievances between the two sides are not clear in a few words, and no matter which side is offended, it is not in its own interests, and it can be said that it is a splint role.

……

"According to the data, the R&D investment of the latest generation of mobile terminal flagship products of the Cote d'Azur Group has exceeded 17.2 billion US dollars, which is the largest R&D investment in the past generations, and its chip product design is also based on 10nm process nodes."

The North American Semiconductor Industry Association and the North American Department of Commerce came together.

John said: "The breakthrough of EUV lithography technology has upset the old technical balance, and the other side has little bargaining chip. ”

Luo Sheng spared no effort to build the whole industrial chain of domestic semiconductors, and it was impossible to hide it from outsiders, after all, the action was too big, and if you wanted to investigate, you would definitely be able to find out his thoughts.

In the past, when Europeans and Americans knew about it, their attitude was to look at jokes, thinking that Luo Sheng was not self-conscious, and his heart was higher than the sky.

But as time goes by, I found that the situation is a little wrong, the script is not going according to their ideas, although there are no explosions and major breakthroughs, but Luo Sheng's stubborn spirit is also a bit empty to see them, more than 100 billion US dollars have been smashed into it in the past ten years, and this is only the investment in the supply chain, and the R&D investment of the Cote d'Azur itself has not been calculated.

Such a terrible krypton, even a pig can make a name for himself, plus Luo Sheng has created various miracles in the past ten years, if he really gets it out, he will play a big deal.

And this is what the North American semiconductor industry absolutely allows to happen, and now that the old pattern is broken, the shackles on Lao Mei's body are gone, and there is not much worry about attacking hard.

"I heard that people from the Cote d'Azur approached TSMC a few days ago?"

In the conference room, the head of ASML displayed on a video conference screen replied: "It can be confirmed that the news is true, and TSMC wants to launch two more sets of EUV lithography equipment, and also disclosed to me its production plan, the 'L8' CPU flagship chip of the 10nm node of the Cote d'Azur, and in 2016, the 10nm production capacity of the Levy will all be given to the 'L8' chip of the Cote d'Azur, at least the production plan is so determined." ”

John, the head of the North American Semiconductor Industry Association, asked: "If we intervene in the cooperation between TSMC and the Cote d'Azur, will the Cote d'Azur choose to seek Samsung Electronics foundry?" ”

Those present did not forget that the Cote d'Azur also has a key core screen technology that Samsung Electronics cannot avoid, and secondly, Samsung Electronics has also benefited greatly from the memory and screen in the supply chain of the Cote d'Azur, bringing it a huge source of revenue.

Samsung actually doesn't want to break with the Cote d'Azur, because it doesn't benefit them at all, and they have to lose money.

The head of the North American Ministry of Commerce said coldly: "No matter how much bullshit there are in this interest, sanctions on the Cote d'Azur will not change the fact." Intelligence reality, the Côte d'Azur is seeking to enter the field of military industry, although it is not clear which field is involved, but this is enough, and it is necessary to break the closed loop of hematopoiesis on the Cote d'Azur. ”

The Criviera's model is very simple, through high profits to the research and development of emerging technologies, emerging technologies feed back to enterprises to obtain higher profits, and it is the global business that contributes to the profits of the Cote d'Azur, especially in the field of smartphones, 80% of the profits are harvested by the Côte d'Azur.

A large part of the reason for this is that it is not listed, and the impact of capital on this company is minimized.

As long as the closed-loop model of the Cote d'Azur is destroyed and it cannot make high profits, then there is no money for technology research and development, which is the simplest, crude and effective method.

It is not difficult to get the TSMC, most of the shares of the Samsung Group actually belong to Wall Street, but the control is still the Samsung family, and Wall Street cannot interfere much.

But it doesn't mean that there is no way to make Samsung succumb, the Samsung empire can be so strong, its own technical heritage is one thing, but more importantly, North America is very tolerant of Samsung's active expansion of global business and global market.

As long as it kills Samsung's global business market, it won't be able to jump.

Although other international supply chain manufacturers on the Cote d'Azur are also unwilling, and even more than half of the members of the North American Semiconductor Industry Association may be unwilling, but it doesn't matter, they have to enforce the law when it comes into effect.

In a sense, Luo Sheng's plan to build a domestic semiconductor industry chain is also a threat to them in the long run.

John looked at the head of the North American Ministry of Commerce and asked, "What are you going to find?" ”

"Hehe, there is already a reason, just use the Cote d'Azur to get involved in the military industry and threaten the national security of the United States."

……

Chinese Net