Chapter Ninety-Three: Orders Soar
Neutron Star Materials Co., Ltd., a subsidiary of Galaxy Technology, did not have three days after the news of mass production of large silicon wafers came out.
Huaxin International was the first to come to the door.
Huang Yongdong personally took Zhang Haijun and several people from Huaxin International to visit the packaging area of silicon wafers.
As for the production area, I'm very sorry! Visitors are not allowed to visit.
However, even in the packaging area, Zhang Haijun and others can already see the production efficiency of neutron star silicon wafers, and I am afraid that there are more than 1,200 pieces this year, right?
Looking at him, he said his question.
"Mr. Huang, the annual output of your production line is more than 12 million pieces, right?"
"That's pretty much, because we produce about 12 hours a day, plus the need for maintenance time, the annual output of 1,200 pieces is about the same." Huang Yongdong replied with a smile.
Zhang Haijun was almost so depressed that he vomited blood when he heard it, you Galaxy Technology are joking, right? 12 hours a day? Other people's production lines are eager to rotate 24 hours a day, so you should have half a day off for production.
However, this also exposes that the annual output limit of Neutron Star Materials should be about 24 million pieces, in which case Neutron Star Materials should be able to meet the Chinese market, and it is more than enough.
After confirming the production volume and product quality of Neutron Star Materials Company, Zhang Haijun immediately placed a large order to eat two million pieces of neutron star silicon wafers.
As soon as Huaxin International left, Hua Hong Semiconductor arrived, and then other domestic semiconductor companies followed.
Soon, the output of 12 million silicon wafers of Neutron Star Materials Company was eaten by 9.5 million pieces of domestic enterprises in Dongtang.
Many companies have even signed contracts with Neutron Star for two or three years.
All of a sudden, Neutron Star had a revenue of 9.5 billion yuan.
Galaxy Technology's semiconductor layout, this time can achieve initial self-hematopoiesis, and there is no need for Galaxy Technology to transfuse too much blood to raise Galaxy Group.
Since many companies such as Huaxin International are listed companies, their contracts with Neutron Star Materials must be announced.
On the home page of the scarf, there is an analysis post on the top.
"Neutron Star Wafer has received a total of 9.5 million wafer orders, with a revenue of 9.5 billion yuan. γ
"I rely on ......" - unable to complain
"The silicon wafer market in the Eastern Tang Kingdom is almost this number a year, and Galaxy Technology is simply unstoppable." βEmperor Qin and Han Wu
"I heard that even the process is different from wafers, and the specifications of neutron stars are 30 centimeters square, is this to draw a line with wafers?" - Why is it difficult for silicon wafers?
"@η‘ ηδ½θ¦δΈΊιΎη‘ η, the rules are set by people, Galaxy Technology has the ability to break the rules, of course, to set their own standards, anyway, I look at what and how many inches is not pleasing to the eye." β If you don't accept it, you can do it
"Although Galaxy Technology has made my stock lose more than 100,000 yuan, I still congratulate Galaxy Technology for making persistent efforts." β Choose forgiveness
"@ιζ©εθ° , you can go short the Shin-Etsu of the Sun Country, anyway, their stock has fallen miserably these days." β Rich and capricious
"Sit back and wait for Galaxy Technology's chips." β Cats
"Lithography machines and the like are a big trouble, and I don't think foreigners will sell equipment to Galaxy Technology." β plump ideals
There was a lot of disturbance on the Internet, and the stock market fell endlessly, although the five giants of silicon wafers such as Shin-Etsu and LG Chem issued announcements or held press conferences.
Announced price reductions or announced 18-inch wafers under development, but the market is still generally bearish on them.
After all, price reduction is the means of the weak, as for the announcement of the R&D progress of 18-inch wafers, what is the use of this? Is it used as psychological comfort?
If the 18-inch wafer is mass-produced immediately, maybe the market will agree, but the announcement of the R&D progress can only make the market's wait-and-see people more pessimistic that the Big Five are dying.
The stock price of Sun Kokushino-Etsu has plummeted again, and after the news of the mass production of Sinostar silicon wafers came out, the company's stock price has fallen by 35%.
The other four are no better, and they are full of mourning.
Zhang Zhongmou of Taiji Electric looked at a test report of a neutron star silicon wafer and couldn't help pressing his temple.
Cai Yixiong, the general manager on the side, also smiled bitterly:
"Mr. Zhang, if we don't buy this silicon wafer, we can't do it!"
"Yes! If we don't use it, others will use it. Zhang Zhongmou sighed helplessly.
Don't underestimate the high quality and uniform quality of the neutron star wafer, plus the square wafer can be done without waste, and the area is 200 square centimeters larger than the 12-inch wafer.
It is often this small gap that separates the two companies from the high.
The utilization rate of a 12-inch wafer is about 95%, and the yield rate of the chip is about 95%, which is not so much the yield rate as the yield rate.
Among the 95% of the finished products, there are three grades of excellent products, good products, and defective products, and the proportion is about one-third.
Excellent products and good products are used as CPUs, and some good products and defective products are generally used as memory chips.
After conducting preliminary tests on neutron star silicon wafers in the laboratory of Taijidian, they came to the conclusion that the yield can be increased by 2~5%, and at the same time, the proportion of excellent and good products can be increased, and the proportion of defective products can be reduced.
This is the preliminary estimate of the laboratory, and the specific situation will only be known at the time of actual production.
But Taiji Electric had to buy it, unless Zhang Zhongmou wanted Taiji Electric to be surpassed by others and be a stepping stone for others, otherwise he could only follow up.
"Yoshio, go to the mainland! Talk to them about purchasing. "Zhang Zhongmou doesn't want to go to the mainland, especially Zhang Rujing is in Galaxy Technology.
The relationship between the two is very delicate, after all, Zhang Rujing was forced to leave Huaxin International, and it was Zhang Zhongmou's hand, and even Zhang Rujing's first venture was acquired by Taijidian.
So Zhang Zhongmou didn't want to see Zhang Rujing.
However, when Cai Yixiong arrived in Shanmei, he learned that UMC and VIS had signed a contract with Neutron Star to eat the remaining 2.5 million pieces of Neutron Star at a price of 200 US dollars a piece.
Neutron Star in the living room.
"Mr. Huang, we are very sincere, and we are also the world's largest chip manufacturing plant, with an annual demand of about 15 billion square centimeters of silicon wafers, and our cooperation is a win-win situation." Cai Yixiong persuaded.
Of course, Huang Yongdong knows the demand for Taijidian, as the leader among the global chip manufacturing enterprises, accounting for about 45% of the market in the chip industry, the annual demand for silicon wafers is very huge.
He pretended to ponder and struggle for a while, and then said helplessly:
"We can add two more production lines for Taijidian, but the price is not cheap."
"But 200 US dollars a piece is really a bit high, can you ......" Cai Yixiong was trying to bargain.
Huang Yongdong directly interrupted:
"Mr. Cai, it costs to rebuild the production line, and 200 US dollars is for the sake of your own face, if Sanxin or the like come, 250 US dollars a piece."
"Wait a minute, I'll make a call."
"Yes!"
Cai Yixiong hurriedly went to the room next to the living room and discussed the price with Zhang Zhongmou on the phone.
After a while, Cai Yixiong returned to the living room.
"Mr. Huang, we can accept $200 a wafer this year, but we hope that the price can be reduced by 10% next year."
"No, three-quarters of this year has passed, and it will be at this price next year, and you can consider it the year after tomorrow." Huang Yongdong shook his head and refused.
The two sides had a heated argument over the price, and it was obvious that Huang Yongdong did not want to reduce the price, after all, he had a share of the money.
Obviously, the neutron star, which has a technological advantage, has no fear, and Cai Yixiong has no choice but to sign a huge order of 4 million pieces this year and 15 million pieces next year.
A full 3.8 billion US dollars, equivalent to 26 billion Chinese dollars.
Obviously, this news cannot be concealed, because Taiji Power is listed on the New York Stock Exchange of Dongdao and Mi Lijia, and such a large-scale transaction of listed companies must be announced.
As soon as this huge order came out, it immediately detonated the stock market, Shin-Etsu and GL Chemical, they immediately panicked, the loss of the Dongtang market is not terrible, the terrible thing is the loss of the Dongdao market.
The four Dongdao semiconductor companies, Taiji, Powerchip, UMC and VIS account for 57% of the market share in the world's chip manufacturing, if you add 6% of Huaxin International and Hua Hong Semiconductor.
More than 63% of the market is occupied by Neutron Star Materials, which is already feeling a heavy sense of pressure.