Zhang Fugui and Lin Ling stayed overseas for almost a year, and finally arranged the relevant matters of Nanshan investment.

Investments in the financial markets are also smoothly distributed across accounts.

The next question is how to spend the money.

Previously, a part of the money had been spent on the recruitment of personnel for Nanshan Semiconductor and the purchase of some factories and equipment.

But compared to the overall profit, it is still a drop in the bucket.

However, for the tasks Cao Yang had ordered before, they had indeed been carrying them out all the time.

Nanshan Semiconductor has also arranged a special team to follow up.

Cao Yang also listened to their reports many times.

This time, the time has finally come for an important development.

"Mr. Cao, Renesas Electronics is willing to sell the wafer factory and packaging and testing plant in Kofu to us this time, and the current price has been almost negotiated."

"Although the technology of this kind of fab is not advanced, there is even a gap of two generations compared with the latest wafer fabs put into production such as Intel and TSMC."

"But as a wafer supply for automotive-grade chips, it is completely sufficient."

"And the price is also more reasonable, only 100 million US dollars can be used to obtain all the equipment and personnel of this wafer fab and packaging and testing plant, and even get Renesas free license to use related technologies."

"If there are no surprises, a formal acquisition agreement can be signed next week."

When Zhang Fugui said this, Zhang Jing kept nodding beside him.

Obviously, Zhang Jing also approved this acquisition plan.

For Nanshan Semiconductor, which is almost self-made, it is very necessary to have a mature wafer factory and packaging and testing plant to enhance the company's strength.

Otherwise, just the design of the chip is still very far from Cao Yang's plan.

"Didn't the previous investigation say that the situation of Erpida on the other side of Dongying is more severe than that of Renesas, and the other party has fallen into a state of loss and may go out of business at any time?"

Although Cao Yang knows that the company's team has been discussing the purchase of wafer fabs and packaging and testing fabs with many semiconductor companies such as Elpida, Renesas, onsemi, and Freescale.

But he has always been the most confident in acquiring Elpida's factory.

Because Elpida will go out of business in the future, he has the impression of this.

On the contrary, semiconductor companies such as Renesas Electronics and onsemi are alive and well in later generations.

It stands to reason that you can get through this difficult time very smoothly.

Now Zhang Fugui said that they had negotiated the acquisition with Renesas Electronics, but there was no movement from Erpida's side.

"The situation of Elpida is indeed more severe, but their team is also more stubborn, thinking that they can still hold on, and are not willing to sell the factory easily."

"Speaking of which, Elpida and Renesas are brothers."

"Both of these companies were born out of three companies, Hitachi, NEC and Mitsubishi Electric."

"In the 90s of the last century, these three companies were among the top ten semiconductor companies in the world."

"However, when the United States suppressed Dongying's semiconductor industry, these companies were all seriously injured."

"As a product of the winter of the semiconductor industry, Elpida inherited the DRAM business of NEC, Hitachi and Mitsubishi Electric, while Renesas inherited the other semiconductor businesses of NEC, Hitachi and Mitsubishi Electric, including automotive and consumer electronics solutions, mobile phones and personal computer peripherals."

"It can be said that although they are new students, these two companies have inherited the core assets, talents and equipment of the three giants of Dongying Semiconductor, and almost half of the Dongying semiconductor industry."

"Elpida and Renesas are not only from the same background, but they are both in business difficulties now."

"This financial crisis hit the global semiconductor industry hard, DRAM prices plummeted, and Elpida fell into a huge loss."

"Similarly, Renesas' situation is not much better, and it will definitely lose money this year."

"However, for the same situation, their response plans are different."

"Renesas is rumored to be preparing to shut down two high-cost fabs, and now we are willing to buy them, and although they have some concerns, they are also positive."

"But it's a different story with Elpida, they don't want to shut down the factory, they don't want to sell it, they think they can get through."

Zhang Fugui explained this, and Cao Yang probably understood.

It's a bit like Ford Motor and General Motors, both of which have faced development difficulties in recent years and have fallen into a state of loss.

But Ford relied on the policy of "selling, selling, selling" to constantly transfuse blood for itself while reducing losses.

However, General Motors was reluctant to sell its assets easily, wanted everything, and eventually had to go bankrupt and reorganize.

Later, Elpida fell into bankruptcy, and Renesas Electronics was reborn and became a pivotal presence in the global automotive semiconductor field, which is also a very important reason.

"Renesas, as the main automotive chip manufacturer in Dongying, they sold the wafer factory to us, and those manufacturers of Toyota Motor and Honda Motor can agree?"

Cao Yang asked a crucial question.

He had the impression that Renesas Electronics was Toyota's territory.

"Renesas has a broad product lineup that covers a wide range of fields, including MCUs, LCD panel driver ICs, PCs, and home multimedia SoCs."

"In addition to Toei Automotive Industry as its main customer, other manufacturers such as home appliances are also Renesas customers."

"It can be said that the diversification of Renesas' products has made it more resilient to risks and less disruptive."

"So even if customers such as Toyota Motor have concerns, Renesas' willingness to sell wafer fabs and packaging and testing fabs is relatively strong."

"The most important thing is that the wafer factories and packaging and testing plants they sell are not the most technologically advanced factories, and the threat to Toyota and Honda is not very big."

Zhang Jing added an explanation on the side.

This also gave Cao Yang a better understanding of the reason why Renesas Electronics would sell a wafer factory and packaging and testing plant to Nanshan Semiconductor.

On the one hand, people are not afraid that you will pose a threat to them if you master this technology, and on the other hand, the timing is too good now.

The impact of the financial crisis is so great, and the semiconductor industry is so sluggish.

If you put it in a dozen years, you will double the price, and people will not sell the factory to you.

Or rather, they'd rather shut down the factory than sell it to you.

"Since Renesas Electronics has chosen to follow the path of Ford Motor and slim down itself, in addition to the wafer factory, I think there are some chip technologies that they should also consider abandoning."

"For example, businesses with relatively low profit margins, such as LCD panel driver ICs, have not such a high threshold."

"With this fab acquisition, we can further communicate with them and see if we can directly package these businesses and sell them to us."

As soon as Cao Yang said this, Zhang Jing's eyes immediately lit up.

He thought it would be difficult to acquire a large semiconductor company as a whole, but it was possible to acquire a part of someone's business.

Cao Yang's current proposal is completely consistent with his original idea.

And judging from Renesas' actions, it is also likely that there will be an agreement on this direction.

"Mr. Cao, after signing the acquisition agreement next week, I will personally talk to the president of Renesas Electronics to see if I can convince the other party to sell this part of the business."

Nanshan Group has too much business, and Cao Yang is now considering slowly delegating power to the heads of various business divisions below.

For example, this time when Nanshan Semiconductor acquired Renesas Electronics Wafer Factory and Packaging and Testing Factory, he was ready to let Zhang Jing and Zhang Fugui rush to the front, and he was not directly responsible for related business.

Nor do I intend to grab traffic in front of the media.

At his point, there is no need for this traffic.

"Don't give up on the Elpida side, their memory technology is still very advanced."

"Whether it's a car or a mobile phone, the demand for memory will still be very strong in the future."

"Especially in the future, with the advent of the smartphone era, the importance of memory will be higher than it is now, and the market will be larger."

"Elpida is not aware of this now, or people are aware of it and want to hold on."

"But with so much money lost every year, and they don't have the support of companies in the automotive industry and home appliance industry like Renesas, life is destined to become more and more difficult."

"If they don't want to go out of business, then selling some of their factories and technology is a matter of necessity."

Cao Yang gave his judgment very positively.

The overall acquisition of Elpida, he did not dare to have such an idea.

Even if Erpida goes out of business, the United States and Dongying will not let Nanshan Semiconductor acquire Erpida.

But some technologies and factories are not so sensitive.

With the report of Zhang Fugui and Zhang Jing, Cao Yang officially agreed to Nanshan Semiconductor's acquisition of Renesas Electronics wafer factory and packaging and testing plant.

The two sides held a special signing ceremony in Dongying Jiafu.

Although the media from Huaxia were not invited to participate in this event, after the signing was over, the official Weibo of Autohome and Nanshan Semiconductor quickly released relevant news.

In an instant, Nanshan Semiconductor became famous in China.

"Nanshan Semiconductor acquires Dongying Wafer Factory!"

"After a few months, Nanshan Group once again spent $100 million to launch an international acquisition!"

"Nanshan Semiconductor is going to develop against the trend!"

"Shocked! Dongying chip giant sells factory to Nanshan Semiconductor! ”

……

All kinds of popular content soon flooded the Chinese Internet.

The reaction from all parties in the industry was even more intense.

"Mr. Wang, I heard that Nanshan Semiconductor was in contact with ASML to discuss the purchase of lithography machines."

"Now there is news that Nanshan Semiconductor has acquired a wafer factory and packaging and testing plant of Dongying Renesas Electronics, and it seems that Nanshan Semiconductor is really ready to show its strength in this field."

BYD has also been vigorously developing the semiconductor business in the past two years, and Liang Chuanqing also hopes that he can make a little more movement like Nanshan Semiconductor.

However, BYD does not have so much money to toss in the international semiconductor market.

Now seeing the movement of Nanshan Semiconductor, it is naturally a little sour.

"Renesas has a 30% global market share in the small and medium-sized driver chip business, with 19 fabs and supporting packaging and testing plants."

"Now that the semiconductor industry is in a recession, people just sold a factory that was ready to be eliminated to Nanshan Semiconductor, which is just an ordinary business, and it can really have much impact on Nanshan Semiconductor if it is not seen."

"In particular, the culture of Dongying enterprise is very special, and whether Nanshan Semiconductor can successfully complete the control of this factory is also a question."

Wang Fu is reluctant to go to the international market to make acquisitions easily, which is too troublesome.

The most important thing is that the acquisition of $100 million at every turn is not something that BYD can afford now.

"Renesas will definitely not sell its most advanced wafer fab to Nanshan Semiconductor, but in the past few months, Nanshan Semiconductor has poached a lot of semiconductor technical talents from Dongying, Goryeo and other places."

"With these talents, it is likely that they will be able to absorb the relevant technology of Renesas' plant in a relatively short period of time."

"And then with more advanced equipment, there may be a breakthrough in related technologies soon."

"At that time, Nanshan Semiconductor's influence in the domestic semiconductor industry will not be what it used to be."

Liang Chuanqing has always felt that in the automotive industry in Lingnan Province, BYD's semiconductor industry is the best.

Now I find that this industry is going to be surpassed by Nanshan Semiconductor, so I am naturally very anxious.

"It's hard to say!"

"Whether it's Renesas Electronics, Elpida, or Qimonda, they are all in a state of loss now."

"Nanshan Semiconductor's acquisition of a wafer fab and packaging and testing plant of Renesas Electronics may not be able to reverse this situation immediately."

"Even if Nanshan Group hands over all the chips it needs to the factories it acquires for production, it may not be able to turn losses into profits."

"There is a high probability that after Nanshan Semiconductor spent 100 million US dollars to acquire such a factory, it still needs to prepare hundreds of millions of dollars to lose money, so as to really make use of this factory and provide some help for the development of Nanshan Semiconductor."

Wang Fu's judgment made Liang Chuanqing breathe a sigh of relief.

The other party is not so easy to surpass himself, then he can breathe a little relieved.

Otherwise, the things that I have worked hard for several years will be surpassed by others in an instant, and that feeling will be a little uncomfortable.

However, not everyone has the same views as BYD.

"Mr. Xu, Nanshan Semiconductor is very bold, and he is actually ready to engage in wafer production by himself, and wants to engage in chip production in the whole industry chain, which is not quite the same as the mainstream trend of the development of the semiconductor industry now."

After Lian Zhitian saw today's news, he couldn't help but come to Xu Jun and talked about Nanshan Semiconductor's acquisition of Renesas Electronics Wafer Factory and Packaging and Testing Factory.

"This road is indeed a little different, and now most manufacturers in the industry have begun to focus on chip design, and the production of wafers and other products has been handed over to TSMC and other professional foundries."

"The chips produced in this way are the most cost-competitive, and they can also allow semiconductor manufacturers to better reduce their own risks."

"However, if Nanshan Semiconductor can go through this road and go smoothly, then there must be a place for them in the future Huaxia semiconductor industry."

Xu Jun also wanted Huawei HiSilicon to engage in one-stop production in the chip industry.

However, due to the gap between the advanced process and others by one or two generations, in the field of communication electronics, if there is no way to make up for this gap, it is difficult to make their products competitive.

Therefore, in the end, HiSilicon can only concentrate on chip design, and the production of wafers will be handed over to TSMC and other professional manufacturers to OEM.

This model, from the current point of view, is completely problematic.

After all, no one could have imagined that one day TSMC would have no way to OEM HiSilicon for special reasons.

"Nanshan Semiconductor's previous focus was on automotive chips, which have relatively low requirements for the wafer process, even if they are products that are one or two generations behind, they will not affect the performance of the chip."

"Even whether it is Renesas or Infineon's automotive-grade chips, the production process is already two generations behind the industry's most advanced technology."

"There are even some traditional parts, and the chips on them are still seven or eight years ago technology, which does not affect the production of parts."

Lian Zhitian felt a little emotionally that Nanshan Semiconductor chose a very precise track, which is most in line with the development needs of Nanshan Group, but it can also avoid its weak position very well.

"Nanshan Semiconductor's actions are very large, and they should not be satisfied with acquiring such a backward technology wafer manufacturer, and there will definitely be other actions in the future."

"We can keep in close contact with each other, and if some chips with low technical requirements can be considered to be handed over to Nanshan Semiconductor's wafer factory for foundry."

"This can be regarded as a way to reduce our supply risk and support the development of the domestic semiconductor industry."

Xu Jun quickly gave his own handling opinions in combination with this news.

The more developed China's semiconductor industry is, the better it will be for HiSilicon.

After all, their chips are mainly for the company's own use, and there is not much competition with other chip manufacturers.

Even if there is, the overall level of the domestic semiconductor industry has improved, and HiSilicon can enjoy more benefits than damage.

"Well, that's what I thought too."

"If one day Nanshan Semiconductor builds a wafer factory in China, then we will more or less give some business to the other party to show support."

"Especially those chips supplied to Nanshan Group, it is best to place them in Nanshan Semiconductor foundry."

Lian Zhitian thought of it with Xu Jun at this point.

One more choice is a good thing for HiSilicon.

However, not everyone thinks that Nanshan Semiconductor's acquisition of Renesas' wafer fab is a good thing.

There is a heated discussion within Toyota.

"President, Renesas Electronics sells the wafer factory to a Huaxia manufacturer for short-term profits, which is a tiger for trouble."

"I feel it is necessary for companies to tighten their grip on Renesas so that their board of directors can listen to us."

Tetsuaki Kobayashi, as the head of R&D at Toyota, naturally also knew about Renesas Electronics' sale of a wafer factory and packaging and testing plant to Nanshan Semiconductor.

At the beginning, he didn't know what Nanshan Semiconductor had to do with Nanshan Group.

I thought it was just a Chinese manufacturer who was stupid and had a lot of money to buy things.

However, when he found out that Nanshan Semiconductor was a subsidiary of Nanshan Group, and it was a brother company with Xingchen Automobile and Nanshan Auto Parts, his attitude immediately changed.

In Tetsuaki Kobayashi's view, Renesas' wafer fab cannot be sold to Nanshan Semiconductor even if it is shut down.

"Renesas is also under a lot of pressure right now, and this year it is already 100% going into a state of huge losses."

"According to the current industry forecast, there will be a loss next year, and there is a high probability that it will also lose money the year after tomorrow."

"Basically, it will take three or five years to get out of the quagmire of industry development."

"Although the government has some financial subsidies, our car companies have also provided them with some funds through advance payment and other means."

"But relying on these funds is not enough, and Renesas needs to prepare at least several billion dollars in cash to cover future losses."

"Shutting down some high-cost factories and selling some of the more technologically backward factories is a last resort."

"Even if we object, the other side will not agree."

"Unless we can become a majority shareholder of Renesas, but the current economic situation is uncertain, the board of directors will not easily approve our investment."

Watanabe's mind is very clear.

What can be done and what cannot be done.

He has a scale in his heart.

"The truth is this, but if Nanshan Semiconductor masters the production technology of automotive-grade chips, in the future, the independent brand car companies in Huaxia will use Nanshan Semiconductor's chips, which is a potential threat to our company."

Tetsuaki Kobayashi has already felt that there will be more and more chips in future cars.

This part of the business was the weakest point of Huaxia manufacturers before.

It is also a place where Dongying's parts companies and vehicle companies can easily crush.

If this area of business is also reversed, then it will be more difficult to reflect Toyota's competitive advantage in the design of new models in the future.

"Our semiconductor industry has developed for decades to have today's achievements, and Huaxia has only paid attention to the development of semiconductors in recent years, how can it be so easy to catch up with everyone?"

"In this field, the technology is constantly changing every year."

"You are two or even three generations behind others, and it is not so easy to catch up."

Tetsuaki Watanabe doesn't think Nanshan Semiconductor will be able to make a name for itself in a short period of time.

If semiconductors were so easy to do, then companies all over the world would have been rushing to do it.

Where did you wait for this situation?

"On the general enterprise, it is indeed not so easy to catch up."

"But Nanshan Group is a relatively evil company, and many things that are difficult for everyone to understand will happen."

"So I don't think it's to be taken lightly!"

Tetsuaki Watanabe: ......

(End of chapter)