Chapter 139: Semiconductor Industry Chain

Qiao Wei was speechless in her heart, she could only show her stupid and cute side, and muttered, "Is the shopping mall game really so cruel?" ”

Ye Hua said lightly when he heard it: "If you want to be the final winner, this is the way to play, everyone plays like this, since it is going to bleed, it means that someone will always be injured and pay the bill, who pays for the rise of the coastline company?" It's an IMAX giant screen, a traditional screen. ”

"And now, the cheese that has impacted a large group of people, there are no eternal allies in this world, only eternal interests, elementary school students will say this, but the quality has not changed from beginning to end, and the interests cannot be maintained forever, as a master of senior management and ultra-high strategic actuarial ability, you have to think of the day when the interests are broken, and begin to prepare to sell it before the other party sells you."

Ye Hua is right, everyone is playing like this, PC is affected by the mobile Internet and smart phones, the biggest victims are Microsoft and Intel, and now Intel has sold Microsoft cleanly and abandoned other PC manufacturers, PHC concept swept Silicon Valley, swept the world, Intel's then head personally ran over.

Bob Swan is the quintessential guy who sells his teammates.

PHC equipment is the future, as for the traditional PC manufacturers, they can no longer bring benefits to Intel, who will care if they live or die? Sell it and you're done!

From the perspective of Intel's interests, this is the best choice for them.

"You just said that you can do it by developing chips." After a while, Qiao Wei changed the topic, before he did say that the research and development of chips is not a problem in terms of technology development, she believes in Ye Hua unreservedly, she can't say a reason, but she just believes that he can do it.

Qiao Wei thought for a while and continued: "Since it is not a technical problem, then should we prepare with both hands, after all, we have mastered the production and manufacturing of chips, and we can also be prepared for emergencies at critical moments, so as not to be uncomfortable by Intel." ”

Ye Hua nodded when he heard this, but shook his head slowly, which made Qiao Wei puzzled.

"There is no hurry, there is no hurry, the first priority of this matter is not to consider technical issues, but whether the timing is right is the biggest issue. Although I can guarantee the development of new technologies, it is a huge and vast super project to turn technology into physical chips that can be supplied to the market. ”

"If we want to completely complete from raw materials to final products are all done independently, it means to build a complete semiconductor industry chain ecosystem from scratch, which is a super project involving more than 2,000 processes, each process is coordinated by one or more production departments, more than 2,000 processes How much investment? How long? ”

"In case we come up with a bloody fund, okay, graphene materials replace silicon materials, and we will lose all our bottoms for a guy, so timing is critical, this is the first priority."

When Qiao Wei heard this, she couldn't help but raise her hand to cover her slightly open mouth, her beautiful eyes were full of surprise, "The manufacturing of a small chip is so complicated?" ”

Ye Hua nodded and sighed: "That's right, in comparison, it is more difficult to accurately coordinate production than technology research and development, I can solve the technical problem, but this is only one of the processes of the chip, in fact, any country in the world, even the United States can not produce chips alone, of course, I am talking about the most advanced chips, because the most advanced chips are to participate in the most advanced enterprises in each process at the same time, and so far it is impossible for any country to be the top in all aspects of the semiconductor industry. Neither can the United States. ”

Ye Hua has indeed mastered mature theoretical knowledge, and he can quickly develop and design a new generation of chips in his brain, but after the design is completed, turning the design drawings into real products is another matter.

Just having near-omnipotent knowledge doesn't mean you can conjure up a bunch of complete things out of thin air, and you still have to do a lot to achieve this.

"No wonder our country's chip industry is so difficult." Qiao Wei nodded lightly and said leisurely, in other fields, as long as the Chinese people are determined to do it, they can quickly overcome it if they concentrate on doing big things, but the chip has become an exception, which shows that it is difficult to get the chip on this road.

Ye Hua couldn't deny it, and said: "The chip is extremely complex, for example, the 10-nanometer chip we are now purchasing from Intel, such a scale will produce about 1,350 production processes; At the 7nm level, it will increase to more than 1,500 production processes; At 5 nanometers, more than 2,000 processes are generated. This further involves thousands of industries in the upstream and downstream supply chains of the entire semiconductor industry. ”

As he spoke, Ye Hua stared at the palm of his hand and pointed at it and said, "What is there in the upstream industry?" Suppliers of semiconductor raw materials must be available, manufacturers of semiconductor equipment must be available, and suppliers of wafers must have ......"

Ye Hua originally planned to talk casually, but seeing Qiao Wei's face full of strong desire for knowledge, like a sponge constantly absorbing knowledge, her growth speed was seen by him, three times in such a short period of time, from a flight attendant to a secretary, and then to become a manager, Ye Hua was also surprised by the speed of progress in such a short period of time.

Naturally, she couldn't do without her efforts, and she couldn't bear to hit her desire to learn with a positive attitude, so she immediately got up from her, went to get a glass of water and drank a few sips to moisten her throat, glanced at the door of the office, and after a while, she returned to the seat next to Qiao Wei, and told her seriously like a few family treasures:

“…… Therefore, no matter which manufacturer, all enterprises in the semiconductor industry chain must supply on time, who can not drop the chain, once any link drops the chain, the entire industry will collapse. For example, the supplier of raw materials for semiconductors is Shin-Etsu Company, which is currently the only company in the world that can produce high-purity crystals, and its output is also the largest, and it is the world's most important supplier. ”

"How precise is Shin-Etsu Chemical's semiconductor silicon crystal? As far as I know, in 2015, its spar purity had reached an incredible 99.9999999999%, nine nines after the decimal point, or in other words, only one foreign atom per 100 billion silicon atoms was allowed, which was the data of 2015, and it is definitely more exaggerated now. Such a high purity has so far been impossible for several other countries in the world to produce at all. ”

"This is a typical representative of an absolute monopoly position in a small number of industries, and the same as the coastline company, our computing holographic core technology, our curved path algorithm, and our holographic software assembly industry are also absolutely monopolized."

"And these semiconductor giants must not drop the chain, if I can't provide a large number of raw materials for the market on time, then all other semiconductor industry chain companies are all closed, and the work can only be stopped."

"In addition to my own Shin-Etsu, there is also the Dutchman's Esmore company, which is responsible for the production of the highest precision lithography machine in the semiconductor industry chain, and it is also the only one in the world that can produce, it is the absolute monopoly of the lithography machine, if it cannot provide higher precision lithography machine on time at the specified time, the entire semiconductor industry will also be suspended, and the chip update process will be broken."

"Therefore, the entire manufacturing system of semiconductors needs to be fully coordinated with the upstream, midstream and downstream high-density, you have to produce chips, in addition to these, there must be chip designers, and there are a large number of people who have no factories to supply you on time, production design drawings, and production standards to be able to process, in addition to this, it also involves the production of chips, downstream packaging, testing, and so on."

"In addition to the above, there must be a large number of system integrators supporting it, and so on the chip will be concentrated in its own system to supply to the market. There must also be more peripheral software designers, such as our software development industry will participate in this link, after having these products, but also for this product, according to the characteristics of the chip to write software, write assembler, on top of this can use high-level computer language. ”

"And what is really complicated is that such a complete system is scattered in different countries around the world, high-end production is concentrated in the United States, the Netherlands, Germany, etc., so many multinational semiconductor giants participate, no one can drop the chain, otherwise this global industrial chain will be paralyzed immediately."

"Therefore, to coordinate the cooperation of countless manufacturers in different regions, hardware, software, upstream and downstream thousands of enterprises, which requires a highly sophisticated organization and management system to develop a detailed plan, and the core guideline is Moore's Law."

"The one responsible for doing this is the old United States Semiconductor Industry Association to undertake, the key members of the entire chain are coordinated and organized, and the coastline has also become a part of this industrial chain, but we are at the end of the line, and this time Intel is the same, the big guy discusses how to go on the road of our semiconductors in the future, and they have determined to take the road of PHC."

"For example, Bob Swan and I have already decided that 5 nanometer chips will be supplied on time after half a year, then Intel, the industry leader, will coordinate and organize all the manufacturers in the global semiconductor industry chain to start at the same time, and none of them can drop the chain, and everyone will GG, including marketing, market strategy, and all supporting organizations must be responsible for completing their respective tasks around a core, this time around 5 nanometer chips."

"That old guy from Swan swore this time that he promised to complete the supply within half a year, to be honest, I am also a little hypocritical, the more urgent this kind of thing, the higher the probability of falling off the chain, so we have to be psychologically prepared, fortunately, our link is close to the terminal customer, you can make two preparations from AMD to buy a batch of goods from the hands of the sealed emergency backup."

"Back to the above topic, so Weiwei you will see that in addition to technical problems, the manufacturing of high-end chips must also have a complete set of highly sophisticated and highly coordinated organization and management system, Coastline Company currently does not have such organizational capabilities, I think no single company in the world can do such organizational capabilities, it must be supported and promoted by national forces and national will to be able to achieve it."

"This is a unique case in the world, and no other industry in the world has achieved such a high degree of precision in global cooperation except for the semiconductor industry."

"Do you know why I've started to prepare for how to sell Intel now?" Ye Hua said so, and stopped to drink saliva.

"Why?" Qiao Wei looked at him curiously.

The two sides looked at each other, and after a while, Ye Hua smiled slightly, and said: "The current semiconductor industry is facing one of the biggest problems, that is, its global highly accurate organizational system is about to fail, that is, Moore's Law is about to fail, and PHC has given it a new life, but PHC will still decline like a PC in the near future, PHM is the real future, do you think you should sell Intel?" ”

Hearing this, Qiao Wei was speechless for a while, and her heart was even more shocked, she found that she could never keep up with Ye Hua's thinking and rhythm, especially at the strategic level, he was going too fast, faster than the entire era, the first generation of PHC products had not yet been released, and he had actually begun to imagine and plan the long-term layout of the post-PHC era?

With such a high degree of strategic pattern and thinking pattern, such a forward-looking pattern, Qiao Wei can only say to himself that he can't keep up with him, and it is not that he feels that he is not good enough, but that he is too good, even too good.

Suddenly fell into his talent, and an inexplicable sense of admiration arose.

……