Chapter 481 Nanshan Semiconductor's factory is a sweet and sweet spot

Good things happen one after another.

When Nanshan Semiconductor successfully got a wafer manufacturer and packaging and testing plant of Renesas Electronics,

Important progress has also been made in the negotiations on the lithography machine.

"Mr. Cao, TSMC and Intel each cancelled the order for four ASML XT 1400i lithography machines and postponed the delivery time of four XT 1400i machines."

"So now we only have to pay $80 million to buy an XT 1400i lithography machine."

"In addition, Nikon's 157nm products and EPL products can be ordered now and deliveries will begin at the end of next year."

"Canon's lithography products, no matter what kind of technology they have, are all sold for money."

"In the past six months, the situation of the lithography machine market has changed, which can be described as a huge change."

Zhang Jing's news is definitely a great thing for Nanshan Semiconductor.

If it weren't for the financial crisis, it would not be so easy for Nanshan Semiconductor to buy a lithography machine.

"Which one has a faster delivery time, ASML products or Nikon products?"

Cao Yang is not particularly familiar with the semiconductor industry, but he must have heard of ASML's name.

On the contrary, Nikon's reputation in the field of lithography machines in later generations was much lower.

As for Canon, it has largely disappeared.

But in the past two years, when he listened to reports on the procurement and design of lithography machines, he learned that in addition to ASML, Nikon appeared even more frequently.

After learning about it, I realized that before 2008, Nikon was a leading company in the field of lithography machines.

Even the technical advantages of Dongying enterprises in lithography machine equipment were obvious before 2008.

Unfortunately, after 2008, ASML won 70% of the market share in one fell swoop with a new generation of immersion lithography machine, while Nikon, the original leader, quickly retreated, leaving only 30% of the share.

The eldest and the second brother fought, and the other younger brothers were wiped out.

"ASML's delivery speed may be a little faster, because of the orders from TSMC and Intel, they are already producing."

"If we place an order now, it means that we don't need to queue up, and we can just use the equipment that people are producing before."

When Zhang Jing said this, his tone changed a little.

This is a great opportunity.

If Nanshan Semiconductor can obtain ASML's most advanced lithography machine, it will be enough to produce not only automotive-grade chips, but also chips used in mobile phones.

Even this generation of lithography machine technology can cope with the production of automotive-grade chips in the next 10 years.

This can allow Nanshan Semiconductor to successfully survive the pains in the early stage of development and survive.

After all, the goal of Nanshan Semiconductor at the beginning of its establishment was to solve the supply problem of automotive-grade chips.

It would be great if we could solve the problem of the supply of mobile phone chips by the way.

"Since ASML is a little faster, let's buy it from ASML."

No matter where you buy your lithography machine, it's a one-time business.

Cao Yang is ready to let Nanshan Equipment produce the lithography machine by itself.

Some people think that the lithography machine is the culmination of human science and technology, and it is the result of the joint efforts of all the world's top companies, top scientists and many engineers.

Cao Yang just wants to challenge!

Don't you think that if the drawings of the lithography machine are made public, Huaxia will not be able to produce them?

Then I'll give birth and see!

Anyway, many of these things are not produced in patents.

Even if you have a patent, as long as you don't sell it to the outside world, you won't even be able to catch the evidence that I infringed your patent!

This is a big business, the chip market is so wide in the future, if Nanshan Semiconductor can really get the chip production equipment, then it will become the world's largest equipment manufacturer in the future, just around the corner!

"Mr. Cao, it is not difficult to buy a lithography machine, but once we place an order, we must consider the layout of the wafer factory, and the construction of factories like this also needs to be put on the agenda."

"Otherwise, when the equipment is produced, it will be a pity to eat ash in the warehouse."

Zhang Jing looked at Cao Yang expectantly.

The construction of this wafer factory is a big investment.

Now a lithography machine costs 80 million US dollars, and Nanshan Semiconductor has to purchase two in one go.

Then coupled with a series of other equipment purchases, the investment in this fab will definitely go to more than 500 million US dollars.

In 2008, this investment was definitely huge.

"The choice of the first fab is nothing more than a consideration between Modu and Yangcheng."

"There is already a 300mm chip factory and three 200mm chip factories from SMIC, and if our wafer factory is also located in the magic capital, it will definitely be more beneficial for recruiting skilled technicians in the industry."

"So there's no need to worry about it, just continue to choose the right address in the magic capital."

"The construction of Jaguar Land Rover's new factory and R&D center has been smoothly connected with the magic capital for a hundred years."

"If we continue to invest in the fab, the support over there will definitely be greater."

"On the contrary, on the Yangcheng side, the development of the semiconductor industry is relatively slow, and we have no plans in this regard for the time being, except for some of the chip design and packaging and testing factories in Yangchang."

"When we need to build a second factory in the future, let's think about Yangcheng."

Although Yangcheng Nanshan Group was born, Caoyang will not put all its industries here.

Imperial Capital, Magic Capital, Yangcheng and Chang'an, these four cities will be the four key points of Nanshan Group's national layout in the future.

Obviously, fab-related companies are more suitable to be placed in the magic capital.

On the imperial capital, it is better to focus on the cultural industry and the Internet industry.

Chang'an, on the other hand, can develop some carbon fiber and Nanshan chemical and other related material industries.

"If you have a target city and just choose the right location, then you can quickly determine it."

"However, the production of a chip involves three major fields: chip design, wafer foundry, and packaging and testing, and only when these fields are done well can a complete industrial chain of chips be formed."

"At present, we have some accumulation in chip design work, but there are still some gaps compared with Huawei HiSilicon, and I think the company can cooperate with them."

The chip design industry is a typical technology-intensive industry, and it is the part of the chip industry as a whole that has high requirements for scientific research level and R&D strength, and the chip design level has a great impact on the function, performance and cost of chip products.

Zhang Jing also has a clear understanding of this.

He didn't want Nanshan Semiconductor to build the most advanced wafer factory at the moment, but because of the chip design, the products produced were not competitive.

That would be a shame.

"The chip design work was done in cooperation with HiSilicon, and there was no problem at all."

"The weakest thing in China is wafer processing, and we have started this business ourselves."

"As for packaging and testing, relatively speaking, this is a relatively good field in China."

"At that time, we will also find some manufacturers to cooperate, or directly continue to acquire some chip packaging and testing manufacturers, and continue to improve our strength in this area."

"The related work can be started now, and strive to make the wafer factory and packaging and testing factory officially start before the Chinese New Year."

As soon as Cao Yang said this, Zhang Jing immediately felt a huge pressure.

Don't look at it, there is still more than a month before the end of the year.

But for the construction of a factory, what is more than a month enough?

You can't even get the land procedures for the factory, right?

There are also various layouts of the factory, which also take time to complete.

Of course, there is some work that has already been done before, and now it just needs to be further confirmed.

If it does, it's not like it's not possible at all.

"Mr. Cao, I'll start arranging it right away!"

"However, in the next period of time, various reports and confirmations related to Nanshan Semiconductor may need to occupy more of your time."

"There may even be presentations scheduled after hours or on weekends."

Zhang Jing was not ready to give himself a holiday in the following year.

With such a good opportunity, he really wanted to show his skills.

However, he felt the need to give Cao Yang a preventive shot.

It would be embarrassing not to be able to make an appointment for a report when you want to get it.

"No problem, you just need to communicate with Mi Ying about the specific schedule."

"During this time, Nanshan Semiconductor's priorities were at the forefront."

Cao Yang attaches great importance to chips.

Taking advantage of the good opportunity of the financial crisis, Nanshan Semiconductor can also smoothly enter this field, and use the profits obtained from the international financial market to develop in a big way.

In another three or five years, things will start to change.

At that time, if Nanshan Semiconductor wanted to engage in chips again, it was not that it was impossible, but the cost would be much more.

There are also a lot more competitors.

Without the first opportunity, it will naturally be much more difficult to do it.

It's not like now, if you go to ASML to buy a lithography machine, the other party really treats you as a god.

Otherwise, so many lithography machines that have already been partially produced are pressed in their hands, and their pressure is also very great.

It was like a few years later, when the semiconductor industry began to recover, especially after many manufacturers in China began to enter the semiconductor industry, the demand for lithography machines suddenly became tense.

You just wave the money, and you can't get the product so quickly.

Even if you just give money, people may not sell you products.

……

Nanshan Semiconductor wants to build a wafer factory!

The news was like a boulder thrown into the calm surface of the lake, and it caused a huge reaction at once.

The first person to be nervous was Liu Tianwu.

This time, he did not let Luo Yi communicate, but came to Nanshan Group in person to have an interview with Cao Yang.

"Mr. Cao, I heard that Nanshan Semiconductor is going to set up a wafer factory?"

Everyone is an old acquaintance, Liu Tianwu did not beat around the bush, but went directly to the topic.

He also knew that Cao Yang must be very busy now.

"That's true, as you know, some time ago we acquired a wafer factory and packaging and testing factory of Dongying Renesas Electronics, and now we have arranged for a group of people to come over to accept and learn."

"At the same time, the entire international market is now very sluggish in the semiconductor market, and the related equipment purchase cycle is much shorter than in previous years, the price is relatively favorable, and the threshold is almost none."

"In this case, I think it is the best time for Nanshan Semiconductor to build its own wafer factory."

Cao Yang naturally knew what Liu Tianwu wanted to do when he came to the door.

So it's also telling the truth.

"The threshold for the wafer factory has always been relatively high."

"I asked people to sort out the relevant processes before, which include seven processes of heat treatment, photolithography, etching, ion implantation, thin film deposition, metallization, and chemical mechanical polishing, and finally the chips that pass the measurement will enter the packaging and testing process."

"Although SMIC and other domestic companies have built their own wafer factories, there is still a gap between the process and the most advanced international level."

"Previously, Huawei HiSilicon was also engaged in chip design, but their wafer production was entrusted to professional wafer manufacturers."

"Even as far as I know, in the entire international semiconductor market, most manufacturers are only engaged in chip design or chip packaging, and are not involved in the field of wafer production."

"Nanshan Semiconductor has gone the opposite way, and the pressure it will face will be very huge."

Although Liu Tianwu really wants Nanshan Semiconductor to put the wafer factory in Yangcheng.

But before saying this, he felt that it was necessary to remind Cao Yang and make him realize that the threshold for the wafer factory was relatively high.

Don't get halfway through it and make an unfinished project, it will be embarrassing.

"Indeed, as you said, the Fabless model, that is, the design house without fabless manufacturing, is the mainstream now."

"Investing in wafer factories by ourselves is large-scale, the cost of maintaining the stable operation of the production line is high, and it requires continuous investment to improve the process level to ensure that it is not eliminated by the market."

"But the professional chip design company, the domestic Huawei HiSilicon has done quite well."

"In terms of wafer foundry, although SMIC's level is still far from TSMC, it can also meet most of the chip needs."

"As for packaging and testing, there are many manufacturers engaged in it."

"Whether we Nanshan Semiconductor enters a certain field alone, the significance is not so great."

"Either you don't do it, or you want to do it, do your best, be the strongest."

"So the IDM model, which seems to be a bit outdated, is the most suitable model for Nanshan Semiconductor."

"To this end, I have prepared 50 billion yuan of funds, and I am ready to lose money for 5 consecutive years."

As soon as Cao Yang said this, Liu Tianwu did not persuade again, but immediately said in reverse: "Mr. Cao, if Nanshan Semiconductor wants to put the wafer factory in Yangcheng, what conditions are needed?" ”

Liu Tianwu discussed similar topics with Cao Yang before.

Even he knew that Cao Yang did not take the initiative to communicate with him about the wafer factory, which meant that Nanshan Semiconductor was ready to put the wafer factory in other cities.

But he still didn't want to give up.

That's a one-time investment of at least a few hundred million dollars, and there may be even more in the future.

Yangcheng has not had a wafer factory so far, and if Nanshan Semiconductor can break this situation, the meaning will be very different for the whole Yangcheng.

However, there are some things that you can't do what you want.

"Leadership, a complete chip needs to be composed from design, production and packaging and testing."

"We can put part of the chip design work in Yangcheng, and the headquarters of Nanshan Semiconductor can also be located in Yangcheng."

"In addition, the factory for chip packaging and testing can also be built in Yangcheng first."

"However, the construction schedule of the wafer factory is relatively tight, and Yangcheng lacks relevant experience and technical personnel, so our first wafer factory can only be considered in the magic capital."

Cao Yang didn't go around in circles this time, and directly told Nanshan Semiconductor's arrangement.

Of course, except for the wafer factory, the other cakes were distributed to Yangcheng, and Liu Tianwu was able to explain to the above.

Sure enough, after hearing Cao Yang's words, Liu Tianwu was also relieved.

So even if he still hoped that Nanshan Semiconductor's wafer factory would settle in Yangcheng, he didn't dwell on it anymore.

Instead, he began to communicate with Cao Yang about the land needed for the sealing and testing factory and related requirements.

Then immediately go back and arrange the relevant personnel to dock.

Just like Cao Yang said, the first phase of the wafer factory, due to restrictions for various reasons, can only be placed in the magic capital.

However, as long as Nanshan Semiconductor develops smoothly, a wafer factory will definitely not be able to meet the requirements.

At that time, whether Yangcheng can win the settlement of the first wafer factory is also closely related to the next performance.

However, Cao Yang and Liu Tianwu are very clear that the wafer factory will be placed in the magic capital.

But the magic capital doesn't know.

So at this time, Wang Huiliang, the middleman who once came forward to pull Jaguar Land Rover's factory and R&D center to the magic capital, was once again entrusted with an important task.

Just when Liu Tianwu had just left the Nanshan Group, Wang Huiliang called Cao Yang in the guard room of the Nanshan Group.

This way of doing things is normally easy to eat behind closed doors.

After all, everyone is busy, where is the time to meet an uninvited guest?

However, considering the sincerity of the other party, Nanshan Semiconductor is ready to go to the magic capital to investigate the location of the wafer factory.

So this time, Wang Huiliang naturally met Cao Yang smoothly.

He also knew that he came a little suddenly this time, but there was no way, he was also in a hurry and was urged by a phone call.

The chairman of the company personally called him and asked him to leave for Yangcheng immediately, and then the professional investment team of Modu would follow closely to visit Nanshan Group.

"Mr. Cao, I'm really sorry that I suddenly came over without making an appointment in advance."

Wang Huiliang doesn't regard himself as the deputy general manager of Modu General at all.

The posture is very low.

Even he plans to immediately promote the use of various products of Nanshan Auto Parts within the company as much as possible after he goes back, so as to better do this kind of intermediary work in the future.

If this kind of work is done well, it is much more meaningful than the work of the deputy general manager.

If you're not careful, you have a chance to improve.

"Mr. Wang, you are a busy person who can come over to communicate, it's too late for us to welcome it."

"Even if you call me at twelve o'clock in the evening, I must have time."

People are already here, and there is no point in talking about anything else.

Besides, now that the schedule is very tight, Cao Yang let people let out the rumors, doesn't he just want the magic capital to take the initiative to come over to attract investment?

In this way, it is more convenient for Nanshan Semiconductor to put forward conditions.

Otherwise, if Nanshan Semiconductor went to the door by itself, the situation would be in a passive state.

So for Wang Huiliang's meeting this time, his attitude is definitely very good.

"Mr. Cao, I won't delay you too much time and go straight to the topic." Wang Huiliang knew that Cao Yang must be very busy, and if he went around and around, he might lose the opportunity.

"It is rumored that Nanshan Semiconductor is going to build its own wafer factory, and the equipment has begun to be ordered from ASML."

"Is this true?"

Nanshan Semiconductor is not just established today, and it is not the first time that Wang Huiliang has heard of the purchase of lithography equipment from ASML.

But it was all passed on and on before, and there was no movement.

Whether this is the case this time, or if there are other circumstances, he must confirm it first.

Otherwise, it will be funny to toss it in vain at that time.

"That's right!"

"We are ready to purchase two state-of-the-art lithography machines from ASML, and the corresponding fabs will be finalized in the next few months and then construction will begin."

"Strive to complete the construction of the wafer fab by the end of next year or the first half of next year."

The bait is thrown out on its own.

Now the fish has taken the bait.

Naturally, there is no need to continue hanging people.

Hurry up and pass on the accurate information, so that the magic capital can cooperate with the preparation of land and other related things as soon as possible, which is the most important thing at the moment.

"Come to the magic capital, Mr. Cao, we can provide the best support policies and have the most complete talent reserves."

"In addition, the production process of the wafer factory needs to use a lot of fresh water, and we have prepared a piece of land for SMIC's second factory, which is on the edge of the Yangtze River, and can be put into the construction of the factory at any time."

"And we have a dedicated construction team for SMIC, which previously provided SMIC with wafer factory construction services."

"If Nanshan Semiconductor puts the wafer factory in the magic capital, the factory construction can start next month."

"We can provide this piece of land for free, and all taxes will be reduced and exempted for the first three years before the factory is put into operation."

"In the second three years, you can also continue to enjoy the preferential policy of halving the tax."

"In terms of the introduction of relevant talents, Modu will also give full support, and all employees of Nanshan Semiconductor can obtain Modu Hukou."

Wang Huiliang told all the conditions of the magic capital in one breath, wanting to fully show his sincerity.

He knows very well that this wafer factory of Nanshan Semiconductor will become a sweet spot in many places.

If you start slowly, it will be embarrassing to be preempted by the imperial capital or other cities at that time.

"Yes, Nanshan Semiconductor's wafer factory can be placed in the magic capital, and the specific details can be communicated by Mr. Zhang to you!"

As soon as Cao Yang's words came out, Wang Huiliang was stunned.

OK?

Did you hear it right?

(End of chapter)