Chapter 455: Making Semiconductors Is Harder Than Making Missiles? Nanshan equipment to engage in lithography machine!
With the increasing action of Nanshan Semiconductor, there are naturally more and more companies in the industry that feel this change.
Huawei HiSilicon also provided some chip design solutions and other project support to Nanshan Group before, and even some chips were directly purchased from Huawei HiSilicon.
For Nanshan Group, the chips that can be bought from Huawei HiSilicon, BYD Semiconductor, BYD Nanshan Semiconductor, and Nanshan Semiconductor must be a priority.
If there is no way, they will consider buying from other chip giants such as Renesas Electronics and Infineon.
Now that Nanshan Semiconductor has made such a big move in one go, in addition to BYD, Huawei HiSilicon is the most concerned.
Because some headhunters not only want to poach chip talents from Dongying, Goryeo and other countries, but also want to fight the idea of Warwick HiSilicon.
"Mr. Xu, Nanshan Semiconductor's action is a bit fierce, it's completely crazy to throw money."
"In the past two days, several of my classmates have asked me whether there has been a big change in Huaxia's semiconductor industry policy."
"Otherwise, how dare Nanshan Semiconductor make such a big move at once?"
In Warwick HiSilicon, Lian Zhitian took advantage of the lunch time to discuss the major events in the semiconductor circle with Xu Jun, the vice president in charge of R&D.
"I've also heard about this, although China has always encouraged companies to invest in the semiconductor industry, but I haven't heard of any new policies for the semiconductor industry."
"Nanshan Semiconductor's action this time should be an extension of some strategic decisions within Nanshan Group."
"I heard that TSMC canceled the two lithography machines, and Nanshan Semiconductor wanted to buy them from ASML at a low price."
"At the same time, various headhunting companies are desperately contacting semiconductor technical talents in Dongying, Gaoli and other places, preparing to poach people with high salaries."
"Even individual employees of our company have received contact from headhunters, asking if they are interested in working at Nanshan Semiconductor."
"This kind of play, it must be an important decision made by Mr. Cao, otherwise Nanshan Semiconductor would not dare to be so crazy."
Xu Jun is very familiar with the situation of the semiconductor industry at home and abroad.
This is not an area that ordinary private enterprises can play.
That is to say, the scale of Nanshan Group is very large, and the core technology has been mastered, and the profit margin should not be low.
That's why I have the courage to let Nanshan Semiconductor show its strengths.
"I heard that Nanshan Semiconductor is going to expand the number of R&D personnel to 2,000 people this year, but they don't even have 1,000 people now."
"At this pace, they are going to poach more than 1,000 people directly from various companies."
"Many of these people are still poached from abroad, and the cost is not low."
"It is estimated that next year, Nanshan Semiconductor will spend more than 2 billion yuan on personnel salaries alone, which is even much higher."
"If Nanshan Semiconductor is also ready to build some of its own factories, then next year's expenditure will be even more exaggerated."
"This kind of expenditure is not a year or two years to bear fruit, at least a three or five years before some results come out."
"Nanshan Semiconductor, this is really a bloody investment."
The more people in the industry are, the more they can realize the meaning behind Nanshan Semiconductor's action.
Ordinary people outside don't feel it so strongly.
After all, ordinary people will not buy chips directly.
Even most people have never seen what a complete chip looks like in their lifetime.
"Not only is there movement on the Nanshan Semiconductor side, but there is also no idle Nanshan Equipment on the side."
"They even took the initiative to contact us and wanted to sell us some semiconductor-related equipment."
"It seems that Nanshan Group is in the field of semiconductors, and it also wants products and equipment to work together."
Lian Zhitian knows that Nanshan Group is in the field of auto parts, and it is made of equipment and products.
However, in the field of semiconductors, there are still relatively few manufacturers who do this.
"The technical capabilities of Nanshan equipment are unique in China."
"Even if it is placed in the world, it is very leading."
"There are very few domestic manufacturers involved in this field of semiconductor-related processing equipment."
"Even if it's production, it's some relatively marginal equipment."
"If Nanshan equipment can really make some big breakthroughs in core equipment, it will also be a great thing for us."
"In the future, there will definitely be more chip foundry companies in China, and we will have a lot more choices."
As a veteran of the semiconductor industry, Lian Zhitian actually welcomes Nanshan Semiconductor to disrupt the situation.
According to the current situation, Nanshan Semiconductor's focus is on automotive-grade chips.
It seems that the chips used in other consumer electronics are not so concerned.
"Indeed, if Nanshan Equipment can make a lithography machine, then it will be of great significance to the domestic semiconductor industry."
"But this road is very difficult to walk, I don't know how long Nanshan Group can hold out."
In fact, there are many companies that are optimistic about the semiconductor industry.
However, the number of companies that have survived for more than 10 years is very small.
The threshold for this line is still relatively high.
As a latecomer, if you want to surpass your peers, the difficulty is even greater.
It is necessary to continue to burn money and constantly improve technology to have the possibility of success.
No matter which link drops the chain, it will eventually fail.
This is very different from some other industries.
"When the time comes, let's go to Nanshan Semiconductor and have an exchange, shall we?"
"Let's see if you have any projects you can work on."
"If there are some chips that we can't produce yet, but Nanshan Semiconductor is involved later, it's actually not impossible to cooperate."
Lian Zhitian's point of view is completely in line with Xu Jun's thoughts.
Soon, they were up and running.
"Mr. Cao, Huawei HiSilicon has taken the initiative to make an appointment with you to come over to discuss the cooperation of chip design and related equipment."
Mi Ying's report to Cao Yang immediately highlighted the difference between Huawei HiSilicon.
So far, domestic semiconductor companies are actually not small.
There are some institutions that are quite large.
But except for BYD's Wang Fu, who called Cao Yang directly, other semiconductor companies are still waiting.
Most manufacturers still don't understand what Nanshan Semiconductor, a disruptor, wants to do.
Even many people are worried that their employees will be poached by Nanshan Semiconductor.
After all, there is a rumor on the headhunter side that as long as qualified talents come to Nanshan Semiconductor, the salary will rise by 50%.
Even if it is a core talent, doubling the salary is not a problem.
Everything is negotiable.
In this case, the efficiency of headhunters is naturally very high.
If Nanshan Semiconductor is a separate company, many people may have more concerns when they change jobs.
However, relying on the big tree of Nanshan Group, everyone believes that Nanshan Semiconductor will not go bankrupt in a short period of time.
So no matter what the future holds, coming to get a high salary for a few years is still of interest to many people.
Not to mention the R&D work of Nanshan Semiconductor, which is not an aimless toss, but a very targeted work on automotive-grade chips.
As long as the product comes out, it can be immediately installed on Nanshan auto parts or Xingchen automobiles.
Even in the future, the TCU on the Nanshan gearbox and the chip on the ECU of the Nanshan engine may be produced by Nanshan Semiconductor.
In this way, the future of Nanshan Semiconductor is worth looking forward to.
"They want to work with us, and that's a good thing."
"If my schedule conflicts, I can adjust it appropriately and try to meet their time."
"In China, they have been engaged in chip design for a relatively long time, and they have also come up with a lot of mature products, and there are still a lot of things worth learning from us."
Without any hesitation, Cao Yang expressed his interest in Huawei HiSilicon.
This is one of the most competitive semiconductor companies in China.
Whether it's a simple exchange or for future cooperation, it's worth having a good chat.
"Then I'll arrange it right away, and then I'll talk to them about the time."
Although Mi Ying is now the director of the general manager's office of Nanshan Group, she also has a group of people to use.
However, her main focus is still on Cao Yang, which is the foundation of her foothold in Nanshan Group.
Being the boss's secretary is not that simple.
Every morning, I need to sort out Cao Yang's schedule for a day, and if there are any projects that were not completed in time yesterday, I have to remind Cao Yang.
For the documents submitted by each business department for countersigning and circulation, the secretary needs to analyze, confirm and process them first.
Otherwise, Cao Yang's daily work is absolutely messy.
Before Warwick HiSilicon's people came to communicate, Liu Tianwu, an "uninvited guest", came to the door in advance.
"Mr. Cao, is Nanshan Semiconductor really ready to vigorously enter the semiconductor industry?"
Obviously, Liu Tianwu also heard all kinds of rumors.
However, for such a major matter, he must have wanted to confirm it with Cao Yang in person.
Up to now, there is no semiconductor company in Yangcheng that can get its hands on it, and Liu Tianwu naturally hopes that this situation can be changed.
The automobile industry is the pillar industry of Yangcheng.
If a semiconductor industry can be added to the list of pillar industries, Liu Tianwu feels that his further things are basically stable.
In this case, he is more concerned about Nanshan Semiconductor than anyone else.
"Leader, the so-called groundless, I think you have also heard a lot of related movements, our Nanshan Semiconductor is ready to come to the real this time, and plans to produce the main chips on the car by itself."
For Liu Tianwu, Cao Yang naturally has nothing to hide.
In addition, he also thinks that Yangcheng can give some support on the development path of the semiconductor industry.
Otherwise, if Nanshan Semiconductor alone tosses it around, there will be a lot of problems.
"The semiconductor industry is an important economic pillar on a global scale. It drives growth in manufacturing, R&D, and employment, and plays a key role in global supply chains. ”
"In recent years, China has also continued to increase the degree of attention to this aspect."
"You can rest assured, as long as Nanshan Semiconductor really wants to make its own chips, the city will definitely support it."
"For such an advanced enterprise, its R&D investment can be considered for tax deduction, and I will personally promote this policy when the time comes."
After receiving Cao Yang's affirmative reply, Liu Tianwu naturally wanted to make a little expression.
"The continuous innovation of semiconductor technology has promoted the development of computer and communication technology, which will change people's lifestyles."
"For example, the current mobile phone has begun to appear in the smartphone, and the contribution of semiconductor parts is very huge, and it can be said that semiconductors provide the foundation for various high-tech applications."
"At the same time, semiconductor devices play an important role in power conversion and management, improving energy efficiency and reducing energy waste. This is essential for sustainable development and environmental protection. ”
"Then there's the advancement of semiconductor technology, which can give rise to countless innovations and inventions."
"It provides new solutions in a variety of areas that can improve people's quality of life."
"I think the city can consider the semiconductor industry as a key industry for development in the next ten years, and put its importance in the same position as the automobile industry, or even higher."
Although Liu Tianwu had already expressed his support, Cao Yang felt that he still had to add some fierce medicine to him.
When developing auto parts and vehicles, Nanshan Group does not need too much support from Yangcheng.
But when it comes to developing the semiconductor industry, everything involved is wider.
Many technologies are relatively lacking in China.
At this time, Yangcheng City and even Lingnan Province need to come forward and mobilize the strength of the entire region to promote development together.
For example, universities in Lingnan Province need to tilt towards fields related to the semiconductor industry in terms of scientific research investment and student training.
For example, whether some semiconductor-related start-ups can obtain relevant support policies is also very important for improving the industrial chain of Nanshan Semiconductor.
"I've heard the saying before that it's harder to develop semiconductors than to build missiles."
"Mr. Cao, is Nanshan Semiconductor confident that it will do a good job in semiconductors?"
Liu Tianwu looked at Cao Yang very seriously, wanting to get the answer from the other party's expression.
To promote the development of the semiconductor industry and form a series of preferential conditions, Liu Tianwu also has to do a lot of work.
If this work does not have any effect in the end, it will be a great blow to his prestige.
Of course, if after such a toss, Yangcheng's semiconductor industry really does well, it will definitely be a great credit.
In China, if any region can do a good job in the semiconductor industry, it will receive huge attention and support.
When the time comes, Liu Tianwu will be able to eat alone.
"Leader, this is not an exaggeration at all, because semiconductors involve multiple complex factors and technical challenges."
Cao Yang did not directly answer Liu Tianwu's question, but first talked about the difficulty of semiconductors.
If you want to promote and suppress first, explain the difficulty of semiconductors clearly, and then talk about Nanshan Semiconductor's plan, it is now more convincing than simply patting your chest.
"First of all, the physical properties of semiconductor materials are very complex, involving advanced physics concepts such as quantum mechanics, electronic structure, and band theory."
"This makes it very difficult to understand and grasp the behavior and properties of semiconductor materials."
"Secondly, the manufacturing process of semiconductors is highly complex."
"The manufacture of semiconductor devices requires precise process control and highly pure materials."
"The slightest manufacturing error or impurity can negatively impact device performance."
"The manufacturing process requires advanced process technologies such as lithography, deposition, etching, and ion implantation, which are inherently complex and costly."
"Then there's the challenge of size and integration."
"Semiconductor technology continues to evolve towards smaller, higher levels of integration, which requires precise control of materials and structures at the micro- or even nanoscale."
"As devices shrink in size, a new set of physical effects and manufacturing challenges emerge, such as quantum tunneling, thermal effects, and electron migration limitations."
"In addition, such as automotive-grade chips, sometimes need to operate normally in high-temperature and high-frequency environments."
"This puts forward higher requirements for the stability, thermal conductivity and electromagnetic wave characteristics of semiconductor materials and devices, which increases the difficulty of R&D and design."
"The last one, which seems to be the least important, but the most important, is the balance between cost and benefit."
"The semiconductor industry is a highly competitive and cost-sensitive industry."
"Although R&D and manufacturing semiconductor technology requires significant investment, there is an increasing demand for high-performance, low-power, and low-cost products."
"As a result, developers have to find a balance between continuously improving performance and reducing costs, which is a challenging task."
"For example, the collapse of memory prices in the past two years is a very classic case, which has played a very big reference effect for many semiconductor companies."
"In the face of these difficulties, Nanshan Semiconductor is ready to invest 10 billion yuan every year in the next few years for the research and development of semiconductor technology and equipment and the construction of some factories."
"The money of Nanshan Semiconductor is currently self-raised by Nanshan Group, and it is all our own hard-earned money before, we must do a good job, and we will definitely do a good job."
Cao Yang answered Liu Tianwu's question in a categorical voice.
Of course, he really has the confidence to do a good job in the semiconductor industry.
Most of them will end up on their own.
"Mr. Cao, the semiconductor industry is a high-tech industry, which is more consistent with the industrial positioning of Luogang."
"After I go back today, I will convene the relevant bureaus and offices to discuss how to cooperate with the development of Nanshan Semiconductor."
"When the time comes, we will first vacate 1,000 acres of land for Nanshan Semiconductor in Luogang, which will be used to build related factories for Nanshan Semiconductor."
Although Liu Tianwu is not sure what factory Nanshan Semiconductor will build by itself, he has heard some rumors that Nanshan Semiconductor is in contact with ASML to discuss the purchase of lithography machines.
At that time, it is completely possible to push and let Nanshan Semiconductor build a wafer factory by itself.
Anyway, it will take several months from the land acquisition to the completion of the relevant procedures.
Then the planning and construction of the plant will take at least a year.
According to the Nanshan Group's style of doing things, in more than a year, something has to come out.
Of course, Liu Tianwu's approach also forced Cao Yang to put Nanshan Semiconductor in Yangcheng on the side.
The previous Nanshan carbon fiber has been snatched away by Chang'an City.
Nanshan Special Steel is developing and growing in Shaozhou, and now when Nanshan Semiconductor recruits personnel, it is said that some employees can choose to work in the magic capital, which makes Liu Tianwu even more nervous.
Such an important industry, Yangcheng cannot be lost.
"Then I'll thank the leader."
"Nanshan Semiconductor plans to poach a group of R&D personnel from Renesas Electronics and NEC Electronics in Dongying, as well as Samsung Electronics and Hynix in Korea this year, and form a R&D force of at least 2,000 people by the end of the year, and then determine the next step in the factory construction plan in the first half of next year."
"At the same time, Nanshan Equipment will also build a special factory for semiconductor industry equipment, and in the future, it will produce front-end manufacturing equipment and back-end packaging and testing equipment."
Liu Tianwu is so powerful, Cao Yang naturally wants to take out some dry goods to let him see hope.
"Front-end manufacturing equipment and back-end packaging and testing equipment?"
Although Liu Tianwu has had a good understanding of the situation of the semiconductor industry in the past two days, it is obviously impossible to talk about how professional it is.
However, he is already familiar with Cao Yang.
If you don't understand, just ask, there's nothing to be ashamed of.
"The front-end manufacturing equipment mainly includes lithography equipment, etching equipment, thin film deposition equipment, ion implantation equipment, cleaning equipment, mechanical polishing equipment and diffusion equipment."
"The back-end packaging equipment is mainly divided into wafer thinning machine, dicing machine, placement machine, wire bonding machine, molding machine and rib cutting and forming machine according to the process flow."
"The test equipment mainly includes sorting machines, testing machines, and probe stations."
"From the perspective of market size, the market size of front-end wafer manufacturing equipment accounts for more than 80% of the entire equipment market size."
"From the perspective of the global semiconductor equipment competition pattern, there are many types of semiconductor equipment, the value of high-end equipment is high, and the revenue ranks among the top semiconductor equipment manufacturers in the world."
"At present, the most valuable links in the semiconductor production line are lithography machines, etching machines, and thin film deposition, and their three leading equipment manufacturers are: ASML, Ram research, and applied materials, which have formed a fixed pattern."
"Our task at Nanshan Equipment is to break their monopoly and enable our semiconductor industry to use domestic equipment."
Cao Yang has always attached great importance to the equipment industry.
This is true for both the automotive and semiconductor industries.
"I'm ashamed to say that I've only heard of lithography machines for these equipment, and it seems that the difficulty is still very high?"
Liu Tianwu didn't pretend to understand, but said his situation very frankly.
"The impression of the leader is actually very accurate, the lithography machine is the core equipment of the lithography process, and it is also the most high-tech equipment among all semiconductor manufacturing equipment."
"A set of lithography machine contains tens of thousands of parts, integrating mathematics, optics, fluid mechanics, polymer physics and chemistry, surface physics and chemistry, precision instruments, machinery, automation, software, image recognition and other top technologies."
"The global lithography machine market is mainly dominated by ASML, Dongying Nikon and Canon in Europe, among which ASML is the absolute leader in the world, almost monopolizing the high-end lithography machine market."
"That is, now some semiconductor companies have been affected by the financial crisis and have canceled orders."
"Otherwise, we will now ask ASML to buy the most high-end lithography machine, and they may not sell it to you!"
Cao Yang's words made Liu Tianwu's attention to Nanshan equipment increase by several levels.
To do a good job in the semiconductor industry, it seems that the related equipment industry cannot drop the chain.
Otherwise, it will become the object of slaughter by others.
"Mr. Cao, there are some universities and research institutes in China are also doing semiconductor equipment research work, and when the time comes, we can ask Lingnan Province to come forward to coordinate and form a semiconductor equipment industry association, led by Nanshan Equipment, and we will work together to produce relevant equipment."
"If you have any difficulties, you can raise them directly, and the city will do its best to help!"
Liu Tianwu is keenly aware of the importance of semiconductor equipment such as lithography machines.
If this work is done well, there may be unexpected surprises in the future.
(End of chapter)