The semiconductor technology circle in November is not destined to be calm.

Led by Shin-Etsu Chemical, the global photoresist giant suddenly lowered its price sharply, leaving all people who pay attention to the semiconductor industry stunned.

People are surprised that in order to deal with Xingchen Technology, which has only been established for half a year, the giant enterprises have made such a heavy hand, as if they want to force Xingchen Technology to death.

To what extent has the price of photoresist been suppressed now?

The profit margin of the world's 17 giants has gone from about 60 percent to single digits!

Xingchen Chemical, a new entrant in the industry, because of the large investment in equipment and research and development, the high salary of experienced experts and engineers, coupled with the global registration of patents, the capacity utilization rate of new equipment is not high, etc., for every ton of photoresist, it will lose a ton.

According to sources familiar with the insider, one of the important reasons why international giants have such a heavy hand is that Xingchen Technology has a great appetite.

Their current annual production capacity has reached 6,000 tons, and the second phase of the plan has reached an incredible 15,000 tons!

Although photoresist is the largest consumable in the semiconductor and display industries, such a crazy capacity planning of Xingchen Technology is obviously to win half of the photoresist industry in one go!

That is, the second phase of the project has just reached the stage of land acquisition, if Xingchen Technology is really put into production smoothly, the fourth, fifth, and sixth grades, the three highest grades, the most profitable photoresist varieties, Xingchen Technology will become the world's largest supplier!

You must know that the total annual global sales of advanced photoresist are only 50,000 tons, and the first and second phases of Xingchen Chemical's planning have reached 21,000 tons, accounting for 42% of global sales.

Even if the giants can withstand the impact of Xingchen Chemical's 6,000-ton production capacity this year, what about next year? Next year, another 15,000 tons of output will have a fatal impact on the market, and who can guarantee that Xingchen Chemical will not have a third phase?

By that time, the Xingchen chemical process has also matured, and the cost has also decreased, which is guaranteed to make those international giants die a large piece!

Judging from the previous encounters, Xingchen Technology is definitely a ruthless character, as long as they enter an industry, this industry will immediately bleed.

Therefore, let's just not wait for Xingchen Chemical to start, let's join forces to kill this guy who hit the market, on this issue, the attitude of the giants is highly consistent.

In the domestic professional forums, people from all walks of life are discussing.

"No wonder those international giants want to make a dead hand, it turns out that Xingchen Technology's ambitions are so big!"

"You just know, the toughest guy in the science and technology industry has never been blown, do you know how many phases Xingchen Optics has expanded?"

"How many periods?"

"The second phase of the plant has just been built, and the third phase has started again, and the planned area is the sum of the first and second phases!"

"Such a cow!?"

"That's it! And the crazy expansion of production is not only Xingchen Optics, Xingchen Display and Xingchen Electric have only been put into production for a few days, the second phase of the project will not be completed until the beginning of next year, and now there are already three phases of planning! ”

"It sounds very enjoyable, I fully support the expansion of Xingchen Technology, but the problem now is that Xingchen Chemical has smashed billions of dollars before and after, and it has just been blocked by giants when it is put into production, how can this be good?"

"Yes, if you don't produce, the equipment and plant will be scrapped, if you produce, you will lose a ton for a ton, Xingchen Technology is currently on a long front, and it is going hand in hand in many fields, can they afford to lose?"

"Hey, it's a pity, it's hard to have a domestic top-level photoresist, and the giants are really ruthless."

"If you want to blame Xingchen Technology, you don't know how to keep it secret, and it leaked out such a major news in advance."

"Don't talk cool here, and leak the news, have you ever done the supply chain? Polymer resin, the main raw material of photoresist, must be purchased from major manufacturers, project planning must be approved from major authorities, production equipment must be purchased and customized, and patents must be recorded. ”

"What I said upstairs is reasonable, this is to make photoresist, not to build an atomic bomb, and the news cannot be completely blocked."

"You're all right, anyway, now that the knife of the Seventeenth Giant has been raised, it depends on how Xingchen Technology responds, we can't do anything else except silently support."

......

Baoshan, Xingchen Technology Headquarters.

In the conference room, there was a tense atmosphere, and the company's management gathered together.

Hong Tao's upright thick lines, his face has been turned into the color of pig liver, and he shouts and kills there.

Virgo's Li Moran continued to remain silent, holding a small notebook in his hand, and kept writing various response plans.

Luo Jia remained silent, her fingers tapping slowly on the table.

It has always been his habit to take precautions, but Luo Jia didn't expect it to cause such a big backlash.

This is probably not just a matter of fear of losing the market, but because Xingchen Technology has made decisive moves in many fields before, which has caused huge psychological pressure on the other party, and the greater the pressure, the greater the rebound.

To put it simply, those international giants hate Xingchen Technology to the point of gritting their teeth, so they would rather use this strategy of killing a thousand enemies and losing eight hundred, sacrificing some interests, and frustrating the sharpness of Xingchen Technology.

At this time, Luo Jia's phone rang suddenly.

Everyone suddenly fell silent, and everyone knew very well that in the state of the meeting, the phone call could still come in, and the other party must be a very important person to the company.

"It's Mr. Tang from SMIC." Luo Jia glanced at the number and said to everyone.

Immediately he connected the phone, and on the other side of the phone, Tang Boyun's voice was very heavy.

"It's also very difficult for us to do, and the semiconductor foundry industry also has to fight for price." Tang Boyun said, "If we all use your photoresist, the cost disadvantage is too great, UMC, GLOBALFOUNDRIES, those old rivals, will take the opportunity to seize SMIC's market share." ”

"However, although we can't use all of your products, half of them are still possible!" Tang Boyun said categorically, "Come over and sign the contract as soon as possible, you can open the price yourself." ”

Luo Jia hung up the phone and told everyone about it.

There was a sigh in the conference room, and SMIC stood up for its full support at this time, which touched everyone, but everyone always felt that it was not a good taste.

Subsequently, Luo Jia received a call from BOE Wang, which meant the same, if all the photoresists made by Xingchen Technology were used, the pressure would be too great, but BOE united several giants in the domestic display industry and was willing to solve part of the pressure for Luo Jia.

As soon as Mr. Wang's call ended, Mr. Ren from Huawei called again.

A few minutes later, Luo Jia put the phone on the table and shrugged his shoulders, "Mr. Ren said that from now on, the Big Four will settle the bill for us in cash, and no longer press us for a week to half a month. ”

"Before the meeting, I also received a call from TCL Mr. Li, and the Big Eight of TV also said so, as much as possible to compress the account period, but whenever we want to use money, they will pay us."

Everyone was excited.

Hong Tao said, "See, at the critical moment, you still have to rely on your friends!" Let's not directly enter the market, but look for weighty partners, this move is the right move! We don't have much in Xingchen Technology, but we have many friends! ”

Li Moran said, "With the support of downstream enterprises, we should be able to survive this hurdle." ”

At this time, Luo Jia suddenly laughed, and a sharp light erupted in his eyes.

"It's great that our partners are willing to give us their full support, and I'm very impressed." Luo Jia said lightly, "However, let's come to this world for a walk, not to make others pityful." ”