Chapter 482: The Fastest Investment Project in History, Caught People Off Guard

Wang Huiliang didn't know Cao Yang for the first day.

He knew that the other party was a cheerful person.

But after a few minutes of talking about the investment of hundreds of millions of dollars, the other party agreed......

This kind of refreshment, he has encountered it for the first time.

However, Cao Yang agreed so readily, he was a little worried.

"Mr. Cao, what is the expected investment amount of Nanshan Semiconductor's wafer factory?"

He was worried that there was something wrong with the rumors outside, and when the time came, he agreed to a bunch of conditions without understanding the situation.

There is no way to go back to the business when the time comes.

Soon there will be a special delegation from the Demon Capital, and if you are misled by yourself, then the responsibility will be great.

"The investment in the first phase is expected to be more than 500 million US dollars, and we will consider whether to build a second wafer factory according to the situation."

These are all things that have been decided through internal discussions, and there is nothing to hide.

And Cao Yang hopes that the wafer factory will move as soon as possible, so he also wants to connect smoothly with the magic capital.

"The legend on the Internet that you have ordered two sets of lithography machines from ASML, is this news true?"

"Of course it's true, the deposit has already been paid!"

"Mr. Cao, the leaders of the Demon Capital will come to inspect the day after tomorrow, do you think it is convenient to take half a day to receive it?"

Wang Huiliang didn't dare to ask too much.

As long as it is determined that Nanshan Semiconductor is serious about wafer factory, it is enough.

The rest of the details weren't for him to delve into.

"No problem, always welcome!"

"If it is convenient, after the inspection, we will go directly to the magic capital together, implement the location of the wafer factory, and then complete the relevant procedures and processes as soon as possible."

Although in 2008, the domestic support policies for the semiconductor industry were not as many as in later generations.

But this high-tech industry, no matter where it is, no matter what time it is, is certainly popular.

With the conversation between Cao Yang and Wang Huiliang, Nanshan Semiconductor's actions have been further accelerated.

The sealing and testing factory in Yangcheng directly determined the construction site the next day.

After all, Nanshan Group, as the head snake of Yangcheng, knows which piece of land has any advantages and disadvantages.

Therefore, there is no need for Liu Tianwu to do any special work, and it can be directly determined.

All that's left is up to the project team to move forward.

And after Cao Yang received the delegation from the magic capital, both parties were also very satisfied and flew to the magic capital together.

On the second day, the location of the fab was finalized again.

In order to avoid long nights and dreams, the magic capital also held a signing ceremony overnight and implemented the project.

The investment of at least $500 million was so quickly implemented in the context of the financial crisis that it was simply unexpected.

"President, I specifically inquired about it, in addition to acquiring a wafer factory and packaging and testing plant of Renesas Electronics, Nanshan Semiconductor has been in contact with Elpida to acquire the other party's memory technology and factory."

"This time, taking advantage of the financial crisis, they quickly obtained ASML's most advanced lithography machine, and then used talents from all over the world to quickly form their own semiconductor design team."

"In the future, Nanshan Semiconductor is likely to become an important semiconductor company in China, which deserves our attention."

Lee Jae-lim, general manager of the semiconductor division of Samsung Electronics Huaxia Company, reported the latest developments in the industry to Park Geun-hee, president of Huaxia District, very seriously.

Since 1994, Samsung Electronics has built its first semiconductor factory in China to produce memory.

In the past two years, it has entered the fields of computers, mobile phones and display screens, and now it has become a relatively influential enterprise in the consumer electronics market in China.

Although Samsung Electronics' main business in China is consumer electronics, the semiconductor industry is the core area of Samsung Electronics.

Lee Jae-lim will report to Park Geun-hee about the construction of a wafer factory at Nanshan Semiconductor, also because Samsung Electronics regards the semiconductor market in Huaxia as its own meal.

Now that there is another one more to grab the market, he must pay more attention to it.

"Nanshan Semiconductor's wafer factory, how many nanometers of wafers are ready to produce?"

For Samsung Electronics, which has now mastered the 40-nanometer technology, as long as the latecomer is lower than this level, he is not particularly worried.

In the wafer industry, if you are one step slower, you will often keep slowing down.

The seniors are not going to be there waiting for you to catch up.

"I heard that it is 65 nanometers, but I think it is doubtful whether it can be produced smoothly."

Li Zailin has always been concerned about the technical level of Huaxia's semiconductor industry.

In 2005, IBM, Infineon, Samsung, Texas Instruments and TSMC all launched samples of semiconductor integrated circuits made by 65nm process.

The 65nm process can double the number of transistors integrated on each chip compared to the previous generation of 90nm processes.

At the same time, the 65nm wirewidth process can reduce device power consumption by 20% and increase the operating speed by 50% compared to the 90nm process, which can also significantly reduce production costs.

"SMIC has been engaged in wafer factories for so many years, and now it has reached the level of 90 nanometers, and 65 nanometers will not be mass-produced until next year at the earliest."

"As soon as Nanshan Semiconductor came up, it was a 65-nanometer wafer factory, do you think it is reliable?"

Although 65nm is no longer an advanced technology for Samsung Electronics, they have already mastered 40nm technology and are still further researching 28nm technology.

It can be said that the Nanshan semiconductor wafer factory, which will not be mass-produced until next year at the earliest, is not a threat to Samsung Electronics, even if it can really produce 65-nanometer wafers.

However, the development speed of Nanshan Semiconductor made him a little worried.

Build a 65nm wafer fab this year, and the year after that, will you consider building a 40nm wafer fab?

In a few years, will other people's 28nm technology also make breakthroughs?

This does not bode well.

"Due to the impact of the financial crisis, both Nikon and ASML are making every effort to sell lithography machines."

"Even Intel and TSMC have taken the risk of paying liquidated damages and canceled some orders for lithography machines."

"In this case, Nanshan Semiconductor can easily buy the most advanced lithography machine from the manufacturer."

"So if you want to produce 65nm wafers on a small scale, I don't think it's a big problem."

"But Nanshan Semiconductor has never had a wafer factory before, and the yield rate must be very low when it is produced for the first time."

"If you don't produce, it's a waste that the factory is empty."

"In terms of production, the yield rate is very low, the cost is very high, and there is no market competitiveness."

"So I don't think that until at least 2010, Nanshan Semiconductor's 65-nanometer wafer factory will not be able to play any competitive role."

"Even if they gradually solve the problem of yield rate by then, the market has begun to deliver a large number of 40nm products, and the price of 65nm wafers must have fallen to a level that exceeds their cost price."

Although Li Zailin attaches great importance to Nanshan Semiconductor, it does not mean that he is very optimistic about the company's development prospects.

That is, Nanshan Semiconductor is backed by Nanshan Group, and a large number of other companies give him blood transfusions, so he is more concerned.

Because this is a little similar to the development trajectory of Samsung Electronics in the early years.

If Nanshan Semiconductor really holds on to losses for five or six years, it is really possible for them to catch up with the mainstream chip technology in the industry.

This is not the scenario that the people at Samsung Electronics want to see.

"Their wafer fab has just started to be built, and they will definitely poach people from various peers, and then find a way to put a few people in it, so that we can better grasp each other's movements."

The situation of Huaxia's semiconductor companies poaching people from Samsung and other peers is not new.

Park Geun-hee also doesn't expect every employee at Samsung Electronics to be so loyal, willing to face the temptation of a higher annual salary and choose to stay at Samsung.

However, it is certainly no problem to take this opportunity to insert a few eyes and ears into it.

Anyway, it's just a matter of grasping the other party's movements in a timely manner, and it will definitely be difficult to find out who leaked this kind of information.

"I'll arrange it right away."

"Now the global semiconductor industry is very sluggish, and the capacity utilization rate of wafer foundries has been reduced to a new low since 2002."

"In this environment, Nanshan Semiconductor has entered the wafer production industry against the trend, and it is said that it is still considering OEM for other Huaxia chip design manufacturers such as Huawei HiSilicon."

"This is definitely worth our vigorous suppression."

"Whether it is us or TSMC, we should not want another company like SMIC to appear in China."

Lee Zailin is very familiar with the situation of the world and even the semiconductor industry in China.

Although the prospects of this industry are good, the competition is also very fierce.

The end result could be a winner-takes-all situation.

But the process is definitely more painful.

"Nanshan Group's requirements for chips should mainly focus on machine tools and auto parts, which do not have too high requirements for advanced processes."

"Not to mention 40 nanometers, it is to use 300 nanometer technology to produce these parts, which can fully meet the requirements of the market."

"Automotive-grade chips are more concerned about the stability of quality."

"You can also find a way to contact Nanshan Group to see if they are interested in handing over some wafers to our Samsung for foundry."

"We will let them know that professional things are done by professional people, and this sentence is very reasonable."

"The cost of building their own fab is very high, so in the end, it is better to design the chip and leave it to us to do the foundry."

In addition to paying attention to the development of Namsan Semiconductor, Park Geun-hee also hopes to turn this competitor into his own customer.

The fab is so difficult to build, and the competition is so fierce, so don't do it.

Just leave it to our professional foundries.

This solution is very marketable in many chip design companies.

"I'll try my best, but they've already started building a fab, and I don't think I'll regret it if I don't touch the wall in the short term."

"It's okay, give it a try. What if someone figured it out? ”

The boss has instructions, and Lee Jae-lin naturally wants to carry them out.

For a large enterprise like Samsung Electronics, if you want to contact Nanshan Group, there are naturally many ways to find contact information.

Soon, Zhang Jing met Li Zailin who took the initiative to visit him in the company.

Since some semiconductor components of Nanshan mobile phones and Nanshan auto parts need to be purchased from Samsung Electronics and other manufacturers, Zhang Jing will definitely not directly tear his face with Samsung Electronics.

After all, the competition between the two sides has not officially begun.

There is no need to tear your face so quickly.

"Mr. Zhang, I have been in Huaxia for many years, and I have heard of your name a long time ago."

"I didn't expect you to finally leave the university and come to Nanshan Semiconductor."

Lee Jae-lim's Chinese is very good.

Many Korean enterprises in China have personnel who speak Chinese very well.

This is also an advantage of their expansion into the market.

"Mr. Li, it seems that the Nanshan equipment and Nanshan auto parts under our Nanshan Group all use the memory of your Su/Zhou/factory, but they are purchased through agents."

"Speaking of which, our two companies are quite fateful."

The first time we met, it must have been a lot of nonsense.

Anyway, it's all business blowing each other.

It wasn't until more than ten minutes later that Li Zailin began to cut to the topic and said, "Mr. Zhang, you are also an old man in the semiconductor industry." ”

"Now the fabless model is popular in the industry, whether it is Huawei HiSilicon in China, Qualcomm in the United States, or Apple, they are all taking this road."

"The investment in the fab is very large, especially in the fab with advanced processes, and the investment is getting bigger and bigger every time."

"A 65nm fab, maybe $500 million is enough."

"But when it comes to a 40-nanometer fab, it may have to go to seven or eight billion dollars."

"In the future, the 28-nanometer wafer fab is likely to go to the level of more than one billion dollars."

"And once a peer makes a breakthrough in this field, he must immediately catch up, otherwise he will soon be eliminated by the industry."

"It can be said that the competition in the field of wafer production is very fierce, and the risk is also very high."

"According to our survey, the capacity utilization rate of global wafer factories this year is less than 50%, and there is a large amount of capacity surplus."

"In this case, a price war is inevitable."

"It is a good time for Nanshan Semiconductor to enter the semiconductor field at this time."

"But I don't think it's necessarily a good choice to build a wafer factory by yourself."

Lee Jae-lim realistically affirmed Nanshan Semiconductor's choice, but highlighted the difficulties and unfavorable situation of the wafer factory.

He must hope that Nanshan Semiconductor can give up the construction of the wafer factory, even if the current factory is built, and no other factories will be built in the future.

"You're right, but we've already ordered the equipment, so we must build it first."

"When the company sees the unfavorable situation of building its own wafer factory, it will reconsider the future layout."

"Otherwise, it would be very difficult for me to convince people to accept the fabless solution."

Zhang Jing's words made Li Zailin's fist feel like hitting cotton, and he was very aggrieved in his heart.

Is the other party telling the truth or is he fooling himself?

Li Zailin was a little uncertain in his heart.

But the other party has already said this, and he doesn't know how to pick it up.

In the end, I can only emphasize Samsung Electronics' advanced technology in the field of wafer factories and the competitive cost level in the industry, and I hope that in the future, Nanshan Semiconductor can design the chip itself and hand it over to Samsung Electronics to foundry.

Although this meeting cannot be said to be unhappy, it can be regarded as a hasty ending.

And after seeing Li Zailin, Zhang Jing immediately went to Cao Yang to report.

"Samsung Electronics and TSMC are the two most important manufacturers of wafer foundry, among which Samsung Electronics is the greatest threat to Nanshan Semiconductor and has the greatest potential impact on Nanshan Group."

"Especially after the launch of our mobile phones in the future, many of the components on it are purchased from Samsung Electronics."

"They can easily get stuck in our necks, and if we want to produce those components ourselves in the future, it will be considered to be in competition with Samsung Electronics."

"Therefore, it is necessary for Nanshan Semiconductor to arrange a special team to study the movements of Samsung Electronics, and at the same time find a way to learn some of their technologies."

Although Cao Yang does not like Korean companies very much, he is very clear about the future development prospects of Samsung Electronics.

This is definitely an opponent to be taken seriously.

It will even be Nanshan Semiconductor's biggest enemy in the future.

Now it's just that the relationship between the two sides is still in a relatively early stage, and there are not too many contradictions.

However, after Nanshan Semiconductor decided to build a wafer factory, the other party took the initiative to visit, which can also explain some problems.

At least Nanshan Semiconductor has begun to enter their field of vision.

"Mr. Cao, I'll arrange these later."

"But what Li Zailin said, I don't think it's without a little truth."

"In the field of wafer fabs, the competition is very fierce, and the investment is also very large."

"The entire semiconductor industry is concentrating on handing over the experience to Samsung and TSMC foundries, is it necessary for us to rethink our wafer strategy in the future?"

Zhang Jing's point of view obviously also represents the point of view of a group of people.

You can find a simpler and cheaper solution, so why bother to do it yourself?

It's all about running a business, and profit is the main purpose, right?

"As far as the current situation is concerned, what you said makes a lot of sense, and it is most convenient to directly find TSMC or Samsung Electronics foundry."

"But as I just mentioned, in the future, our Nanshan Semiconductor is likely to become the main competitor of Samsung Electronics, at that time, do you think Samsung is still willing to give us a good foundry?"

"And if all the orders are handed over to TSMC to OEM, there seems to be no problem in a short period of time."

"But what special circumstances will happen in the future, people are unwilling to OEM for us, or give some harsh OEM conditions, then what should we do?"

"Now 65nm wafers, we can take advantage of the good opportunity of the financial crisis, and we can still go smoothly."

"In the future, when we evolve to more advanced processes such as 28 nanometers and 14 nanometers, it will be more difficult for us to catch up."

"It's better to suffer a little loss and hardship at the beginning, and lay a solid foundation."

"In the future, we will be another Samsung Electronics, which can not only produce our own chips, but also OEM for other manufacturers."

"For example, Huawei HiSilicon, didn't they just take the initiative to contact us and change the idea of OEM cooperation in the future?"

"There will definitely be more and more cases like this in the future."

"The premise is that we do a good job in the wafer factory and make it no worse than Samsung Electronics and TSMC."

Cao Yang naturally knows very well what the chip foundry industry will become in the future.

But there are some words that are not suitable for saying at this time.

No one believes it when it is said, and it even feels strange.

So I can only find a little reason from other aspects.

Fortunately, if you just find a reason, no matter what the reason is, it is easy to find.

Zhang Jing listened to Cao Yang's words, but he didn't bother too much.

After all, the boss has already said that he will come up with 500 billion yuan to toss, and he doesn't want to miss such a great opportunity.

To be able to engage in chip production in the whole industry chain, who wants to simply engage in chip design?

It's all different, it's not good!

"No problem, as long as our wafer fab is built, it will be the most advanced in China."

"The next step is to invest more manpower and material resources in researching 40nm technology."

"Samsung and TSMC have already mastered the technology of this process, and it is not so difficult for us to break through."

"Keeping up with the world's mainstream wafer technology step by step, our Nanshan Semiconductor will be able to fully meet the needs of the automotive industry and the smartphone industry in the future."

"These two fields alone are enough to support the development and growth of Nanshan Semiconductor."

Zhang Jing is now full of confidence in Nanshan Semiconductor.

Once it is really run into the largest semiconductor company in China, or even the world's top semiconductor company, his life will be complete at that time.

Academicians and the like, naturally, are not a problem.

The May Day Labor Medal and the like are also hand-to-hand.

Of course, this process is certainly not that easy.

He was mentally prepared.

"The community over there in Zhujiang New Town is ready to move in, you can communicate with the personnel department to speed up the recruitment of relevant talents."

"This is the worst stage of confidence since the financial crisis broke out."

"Various semiconductor companies have closed factories, considered layoffs, and postponed the construction of new factories."

"At this time, even if Nanshan Semiconductor provides a job opportunity with the same salary level as the original, there are people who are willing to come."

"What's more, we also gave us the opportunity to raise wages by at least 30%."

"If you miss the window period of the last year, I am afraid it will not be so easy to recruit talents in the future."

Cao Yang knows that starting in the second half of next year, China's economy will have completely come out of the financial crisis.

Economies around the world have also come out of the crisis one after another.

Huaxia, the engine of economic development, is full of power, which is enough to drive a large number of industries around the world forward and get out of the quagmire of crisis.

(End of chapter)