Chapter 198: The Coming Storm (4K)
"Professor Hu, my name is Chen Shi, Erdong Chen, the number ten, when my dad gave me this name, he hoped that my test score would be multiplied by ten in the future. Later, when I was in college, there was an exam where the professor really multiplied our score by ten.
I am an assistant engineer of Xinxin Technology, and I joined Xinxin Technology after graduating from Shenhai Jiaotong University in the first half of last year. Chen Shi spoke slowly, apparently considering that Hu Zhengming didn't speak Chinese very often.
After Hu Zhengming chatted with Guan Jianying, he asked to go to China for a research visit first. Hu Zhengming hopes that the research visit is not only in the Yangtze River Delta, Yanjing and the surrounding areas of Yanjing and the Pearl River Delta, which are economically developed and have semiconductor industries, but he hopes that this visit can sink to the third and fourth tier cities, and even the vast counties of China.
Guan Jianying can only respect Hu Zhengming's request, and they agreed to communicate by email and phone at ordinary times. During the time when Hu Zhengming went out to investigate, Guan Jianying would send him the situation of Huaguo Semiconductor by email.
At the same time, Guan Jianying also found a young and clever young man from the company to follow Hu Zhengming to prevent Hu Zhengming from having any accidents, and also to help with some trivial things. This person is Chen Shi.
For Chen Shi, having the opportunity to follow the big guys, especially the teachers of the big boss of Xinxin Technology, is simply pie in the sky.
Before leaving, Guan Jianying specially instructed Chen Shi: "In terms of expenses, Zhao Li should have told you, you can collect the invoice and send it back for reimbursement."
It is a rare opportunity to go out with Professor Hu, who is not only the teacher of our boss, but also a top scientist in the field of chips, and also has a deep research on the industry, and his thinking and vision alone are enough to give you a lot of inspiration, so I hope you cherish this opportunity.
Then on this trip, remember to ensure Professor Hu's safety, remember to keep his identity secret, and ensure that no one knows the relationship between Professor Hu and the boss and does anything out of the ordinary to blackmail the boss.
Personal safety comes first, call the police and contact me after an accident.
The second is to listen to Professor Hu's arrangement, you can take him wherever he wants, if he is interested in some Chinese enterprises, you tell me in advance, I can help you contact to receive you.
In the end, this is also an opportunity for you to grow your horizons, you have to travel thousands of miles to read 10,000 books, and I have traveled almost all over the world when I was young. ”
At the door of the Grand Hyatt Shenhai Jinmao Hotel, Chen Shi and Hu Zhengming carried a large suitcase and prepared to leave, Hu Zhengming smiled after listening to Chen Shi's self-introduction: "Chen Shi, right?"
My name is Hu Zhengming, I am an ordinary teacher, I need to trouble you when I travel in China this time, I am old and I am not familiar with China, and many places need to trouble you more. ”
In this way, Hu Zhengming took Chen Shi to Pengcheng as the starting point and began a nationwide trip to China.
For Hu Zhengming, it is very important to have an in-depth understanding of China, and the chip industry is not just a single result of the chip industry, it needs to be developed in combination with reality.
The chip industry hanging in the air, even if it develops without buyers, will not succeed.
Hu Zhengming's experience in the past 40 years tells him that the development of the chip industry needs to be based on the actual situation and the overall environment to make joint decisions.
After coming to China, his identity will change, he will not only be the chairman of Xinxin Technology, he will not be able to look at the problem with the mentality of running a business. If you want to run a business, as long as you persuade Zhang Zhongmou to let TSMC and Xinxin lithography machine cooperate deeply, then Xinxin Technology can live very well, and it will be able to be listed on NASDAQ in just one or two years with the east wind of the mobile Internet.
Even integrate ARM and sell the A series mobile chips to other mobile phone manufacturers, so that Xinxin Technology can enjoy a high premium and be sought after by consumers on the NASDAQ.
Because of the large amount of communication with Zhou Xin and the current situation observed in Ameriken, Hu Zhengming has no doubt that the future will usher in the era of mobile Internet, and his two sons have reduced the time they spend playing with computers after using Mphone.
Behind Xinxin Technology is any investor, as long as it is not Zhou Xin, then this set of combinations can make investors very satisfied, and Hu Zhengming can also score full marks on the first answer sheet of his new professional manager career.
The problem is that behind Xinxin Technology is Zhouxin, profit is not the most important, and Xinxin Technology also needs to guide the development of the semiconductor industry in the entire Zhangjiang Science and Technology Park.
Xinxing Investment and Shenhai City have talked about investing in the semiconductor industry, Xinxing Investment and Shenhai City jointly established a chip industry investment fund, Xinxin Technology injected one billion US dollars, and Shenhai City invested a total of 10 billion RMB, which will be invested in ten phases, and the first phase will invest 1 billion RMB.
All the money will be invested in the chip company headquartered in Zhangjiang.
Hu Zhengming will be the chief gatekeeper of the fund's investment enterprises, and he will determine whether it can be invested.
Therefore, Hu Zhengming deeply felt that he had a heavy responsibility on his shoulders, and if he did not have a deep understanding of Huaguo, he would definitely not be able to do this well.
The situation in Silicon Valley and Zhangjiang is different, and the situation in Ameriken and Huaguo is also different, the $599 mobile phone Ameriken has many people who can afford it, and an ordinary middle class can afford it, and in China, the price of $599 is not the same, and only a very few people will be willing to buy it.
The same is true for the chip industry, which should be developed in combination with the actual situation of China.
Why TSMC was born in Bend, and the vertical division of labor model of chips represented by TSMC is also caused by the development of history and actual conditions.
Going back to 1977, when the Industrial Technology Research Institute of Wanwan built the first demonstration factory for chip manufacturing in the Wanwan area.
Using a 7.5-micron process, the ITRI has developed a standard cell library that matches the production process, which has greatly improved the yield rate, and the yield rate of this demonstration plant has exceeded 70% in the sixth month of operation, which means that its yield rate exceeds that of the parent company of technology transfer, RCA of Ameriken.
It was precisely because of the changing trend of this industrial division of labor that the Industrial Technology Research Institute of Wanwan decided to set up UMC, the first semiconductor manufacturing company in the form of a spin-off company, in the form of a spin-off company, and transferred all the product line technologies, including decoding chips, dialers, computer chips and telephone chips, to UMC in the form of ultra-low-cost authorized production.
Enabling UMC to produce before it has R&D capabilities.
Later, UMC also derived many branches, such as MediaTek in the field of chip design, Novatek in panel driver chips, etc.
This is the same as Zhouxin's free transfer of the details and intellectual property rights of A-series chips and IPod decoding chips to Xinxin Technology.
At that time, Wanwan lobbied Zhang Zhongmou, who was still working at Texas Instruments, to join.
Zhang Zhongmou proposed a professional foundry model to operate the planned six-inch chip VLSI experimental plant.
In 1987, the Institute of Electronics of the Industrial Technology Research Institute and Philips cooperated to establish TSMC, with Zhang Zhongmou as the chairman, and later called UMC and TSMC, which were called "the two heroes of curved chips", were all established.
UMC's model is multi-point flowering, while TSMC has made up its mind to only do chip foundry. Today, it seems that both played a role in laying the foundation for the rise of the semiconductor industry in the bend region, but at that time, the emergence of the latter was really embarrassing.
Because "benchmarking Silicon Valley" has been one of the long-term principles of the electronics industry to this day, at the beginning of its establishment, investors would always ask Zhang Zhongmou a question - how to compete with Intel.
Zhang Zhongmou said that "TSMC and they do not have competition, this is a completely new model, and we will even cooperate."
There are no success stories to replicate in Silicon Valley? Investors are even more frightened, they don't believe that this model, which is not available in Silicon Valley, can succeed.
Facts have proved that the chip foundry and IP licensing model pioneered by TSMC has completely changed the map of the world's semiconductor industry.
At that time, Intel was actively seeking overseas foundry, and through relationship channels and efforts to improve production processes, TSMC obtained some foundry orders from Intel and quickly became the world's leading chip foundry.
In 1992, the company's operating income officially surpassed that of UMC. The chip foundry model has also taken root in the bend area in a new form of division of labor.
Today, it seems that TSMC's success is the result of internal and external efforts.
The development of external mobile phones requires specific work to be solved by a dedicated chip, rather than a CPU to do the world. As a result, a number of emerging semiconductor companies have emerged at Ameriken, and Broadcom, Nvidia, and Marvell have been founded one after another. Chip design companies are becoming more and more abundant products, and there is a strong demand for external chip production lines, and Qualcomm, Broadcom and even Apple need to hand over manufacturing to chip foundries with more scale advantages and professional advantages, which has become an important opportunity for TSMC to rise.
At present, the chip design centered on Ameriliken and the chip foundry production with the bend region as the main body have accelerated the separation of production design, and the bend area has also undertaken a new round of international transfer of the semiconductor industry as a professional chip foundry.
History creates the present, and the present affects the future, Hu Zhengming hopes to find the key to the development of the chip industry for China through this research.
Affected by the Wassenaar Agreement, China is unable to obtain the production line with the most advanced process, so what way should China go? Hu Zhengming believes that it needs to be judged in combination with China's domestic demand.
China's chip industry should produce chips for China's domestic needs, so as to make up for the missing link of Mphone chip manufacturing transfer.
"Chen Shi, it's been two months since we came out, what do you think?" On the way to the northwest, Hu Zhengming asked.
Chen Shi said: "I grew up in Shenhai since I was a child, and I have rarely been to other parts of China, at most I have been to Gusu and Hangzhou in the Yangtze River Delta region.
I never thought that there were so many backward regions in China, and my feeling was that the development of the whole country was seriously unbalanced.
If Yanjing and Shenhai are the first rate, and the coastal cities of the Yangtze River Delta and the Pearl River Delta are the second rate, then the inland cities are not even the third rate.
Not to mention the third- and fourth-tier cities, China's development is too fragmented, and I hope that this year we can really join the WTO smoothly as the media said.
After China's accession to the WTO, it will be able to develop as soon as possible. ”
By September 2001, in fact, WTO accession had already been revealed.
To be precise, at the beginning of this year, Chinese officials began to advocate in the media that time is running out, and the WTO timetable is very clear.
In July, officials of the Ministry of Foreign Trade and Economic Cooperation openly stated that China would definitely join the WTO in November this year.
You must know that ministerial-level officials speak with a lot of weight, let alone express their positions in public, so the outside world knows the timing of joining the WTO.
The chip industry is an industry that needs to cooperate with the global industrial chain, so the employees of Xinxin Technology are very concerned about joining the WTO, and they will occasionally talk about the significance of this matter to them during dinner.
Chen Shi is naturally no stranger to this.
Hu Zhengming agreed: "Yes, China's development is still too slow, the people are too poor, how to improve their consumption power should be the main theme for a long time in the future."
We needed to develop a computer that was cheap enough for the real situation, following the principle of low price first. ”
In Hu Zhengming's view, what the Chinese people need is the most cost-effective product.
In 2000, the annual sales of personal computers in China exceeded 8 million units, of which the number of home computers was only 2.1 million, which means that the vast majority of these 8 million units were office computers.
That is, computers mainly purchased by the government, state-owned enterprises, and public institutions.
Huaguo has a vast market of 1.3 billion, and Hu Zhengming wants to create a computer product that can meet the needs of Huaguo users at the lowest price.
As much as possible, domestic chip technology is used in this product.
Hu Zhengming's mood towards negotiating with Intel became more and more urgent, making Intel realize that Huaguo is a huge market, and then designing a customized chip for Huaguo, and then asking Intel to hand over this part of the chip foundry to Huaguo enterprises.
With the help of the Huaguo market and cultivating Huaguo chip enterprises, in addition to chips, other hardware involved in a computer, such as Hua Hong Semiconductor's unbid memory chips, are sold overseas at a price of $2, and it is better to sell them to local consumers in China.
Hu Zhengming already has a preliminary integration plan in mind to create the most cost-effective personal computer.
If Zhou Xin knew what Hu Zhengming thought, he would definitely recommend someone to Hu Zhengming, and that was Lei Jun.
It's better to let Lei Jun build Xiaomi from 2001, but now it's a Xiaomi computer, not a Xiaomi mobile phone.
After arriving at the provincial capital of Gan Province to check in, Hu Zhengming rested in the hotel, while Chen Shi thought about going outside.
Hu Zhengming usually goes to bed early, at ten o'clock.
As a result, he just lay down when he received a phone call:
"Chenming, look at the mail, I just forwarded the mail to you, the Twin Towers were hit!" Guan Jianying's anger was dazed and uneasy.
This chapter was supposed to be more in the morning, but it went out in the morning, so it's more now, and it's still in the evening.
There are at least 4k at night!
(End of chapter)