Chapter 516 Heavy money acquisition of Nvidia, engaged in chips, Nanshan Group is serious!

As a chip manufacturer that has competed with giants such as AMD and Intel on GPU chips, Nvidia still has some status in the American semiconductor market.

Unlike some design companies, the whole company may have less than 100 people, and there are not many products that can be used.

So even if it was acquired, everyone's response was not very big.

Nvidia is different, and after it was acquired, it immediately attracted the attention of many people.

The signing ceremony of Nvidia and Nanshan Semiconductor next year has not yet been held, and Intel has gotten the news.

"Pat, is this news reliable?"

"Nvidia was actually sold to a Chinese company?"

"Isn't that Huang very ambitious, and wants to fight a lawsuit with us to the end?"

Intel CEO Otellan always felt that the news he heard today was a bit unbelievable.

As an American chip giant, Intel's news channels must be very well-informed.

Especially for companies like Nvidia that are fighting lawsuits with themselves, Intel has arranged special personnel to be responsible for investigating various news from Nvidia.

In the past year or two, the situation in the chip industry has not been so good.

Intel also has a deep understanding of this, but in Odenine's view, Nvidia should not have reached the point of selling the company.

Could it be that the other party offered something that Huang Jiansheng had no way to refuse?

"Odenine, although I also think it's a little incredible, but this news is true and reliable."

"At the latest, the day after tomorrow, Nvidia will formally sign the acquisition agreement with the other party, and the rest is a matter of going through the process."

"In the past, we always felt that Huaxia was very poor, there was no competitiveness, and there was no threat."

"But last year's Olympics made everyone realize that many of the perceptions of China were problematic."

"Not only is they not weak, but they are now the first to come out of the impact of the financial crisis."

"Even this year, their GDP growth target is as high as 8%."

When Pat said this, Odenin couldn't help but nodded.

In fact, it is indeed as Pat said.

Huaxia, which everyone didn't pay special attention to before, is now an existence that cannot be ignored.

Even whether Intel can take the lead in coming out of the quagmire depends on how well the sales of computers in Huaxia recover.

"If I'm not mistaken, 99.999% of Huaxia's computer CPUs are imported from overseas, right?"

"Although there have been so many chip companies in recent years, none of them have been internationally competitive."

"In this case, they are starting to work on semiconductors, and there should be no threat to us."

"But now it's so big, people can't help but have some worries."

Ou Dening has a relatively good understanding of the chip industry in Huaxia.

Because of this, he is not optimistic about the development of Huaxia's semiconductor industry.

But this time Nvidia was acquired, and Otellinen had a sense of crisis.

Although there is no way to compare the volume of Nvidia with Intel, Nvidia is still very competitive in the GPU segment.

Even in this field, NVIDIA's dominant position has been completely formed.

In this case, such a company falls into the hands of the Huaxia people, and Ou Dening will definitely be worried.

"I specifically went to learn about the acquisition of Nvidia's Huaxia company, and the other party's main business is actually the production of automobiles and related parts."

"Their development of the chip industry is mainly focused on vehicle-grade chips in the automotive industry."

"So the threat to us is definitely very limited."

Pat didn't feel the need to scare Odenning there.

According to his years of experience, it is not so easy for a new company to do a good job of chips.

Even if NVIDIA is a Chinese-founded company, there will be a lot of generation gaps in communication.

"I hope what you said is right, but Nvidia's GPU, logically speaking, has very few application scenarios in cars, and almost all of them are not used."

"Otherwise, General Motors and Ford Motor would have already begun to look to Nvidia to buy related chips."

"Nvidia is not going to fall to the point of selling the company."

Otellening couldn't help but find a reason for himself.

It's really not a good feeling to be worried, and you still have to find some reason to let go of your worries.

However, Nanshan Semiconductor is different from ordinary Chinese companies.

They can let go of their worries now, but it won't be easy to say in the future.

And Intel can find out the news of Nvidia's sale, and some semiconductor companies in the United States are naturally also likely to find out.

Just when everyone was speculating about the credibility of this matter, Huang Jiansheng and Zhang Jing directly held a simple press conference and announced the acquisition of Nvidia by Nanshan Semiconductor.

At the press conference, Zhang Jing also emphasized the development opportunities that NVIDIA got after being acquired by Nanshan Semiconductor, saying that the company will hold NVIDIA for a long time and support the development of NVIDIA.

"Huaxia Enterprises invested heavily to acquire NVIDIA!"

"Nvidia was acquired, involving an amount of $1 billion!"

"Another chip company can't hold on, when will the spring of the semiconductor industry come?"

"Huaxia people have also begun to burn money in the chip field, and Nvidia will not be the last chip company to be acquired!"

"Where is Nanshan Semiconductor sacred? $1 billion to buy a majority stake in Nvidia! ”

"The wolf is coming! Huaxia enterprises began to enter the semiconductor industry in the United States! ”

……

All kinds of reports, starting with the American website, IG began to appear

Huaxia's Internet was originally imitated and borrowed from the American website, and without the deliberate guidance of the Nanshan Group, the four major portals had already noticed the report from the United States.

Without any hesitation, everyone immediately realized that there was a big news!

Nanshan Semiconductor acquires chip companies in the United States!

Or the kind of acquisition that involves $1 billion!

This news immediately detonated the Chinese IT circle.

Whether it is engaged in the Internet, or manufacturing mobile phones and computers, or other industries closely related to chips, they have all paid attention to this big news.

The phone number announced on the official website of Nanshan Semiconductor was blown up at once.

"Mr. Cao, is this news true?"

Xu Jun of Warwick HiSilicon directly called Cao Yang's side.

Obviously, he couldn't wait to know the outcome.

The layman may not know the significance behind this acquisition, but can Xu Jun not know it?

This is the first time that a Chinese company has acquired a foreign-funded chip giant.

Combined with other movements of Nanshan Semiconductor in the past six months, it is impossible to keep the attention of industry insiders.

"It's true!"

"We've been talking to Nvidia for half a year, and we've finally reached an agreement recently."

The signing ceremony was all done, and the news was flying all over the sky.

In this case, Cao Yang naturally has no need to lie.

Although it is said that people are afraid of being famous, pigs are afraid of being strong, but Nanshan Semiconductor is famous, which is definitely a good thing for talent recruitment.

In the past, when Nanshan Semiconductor went to poach people, many technicians had concerns.

I am now jumping to Nanshan Semiconductor, although my salary has risen, will the company go bankrupt after a year and a half?

This kind of worry is not unreasonable.

But now that Nanshan Semiconductor can come up with $1 billion to acquire Nvidia, many people's worries are gone.

There is no one who is engaged in chip design who has not even heard of NVIDIA.

Many people will even feel that even if Nanshan Semiconductor is not good, they can still consider internal adjustment to Nvidia at that time.

"Mr. Cao, you are a big deal, when Nvidia's market value was at its highest, it went to $7 billion."

"This kind of chip design company, even if it is placed in the world, can be regarded as the kind with a name and surname."

"Their patented technology on the GPU is still very advanced."

"Although the function of GPU is relatively simple, with the emergence of smartphones, the demand for GPU should also be increasing."

"In the future, your $1 billion spent may be exchanged for $10 billion."

Xu Jun is obviously still optimistic about Nanshan Semiconductor's acquisition of NVIDIA.

If he had to choose, he would also support Warwick's $1 billion acquisition of Nvidia.

However, there are many things that cannot be assumed.

Of course, Warwick's demand for GPU chips is still very small, which is also one of the important reasons.

If the chip used in the base station is used, then maybe it will be $1 billion, and maybe Huawei is willing to buy it.

"I hope that the business case for Nanshan Semiconductor's acquisition of Nvidia will be a positive case in the MBA program in the future, rather than a negative example."

"In the future, we Nanshan Semiconductor will also be fully involved in various automotive-grade chips, and in terms of some patent licensing, I think we can authorize each other and develop together."

Xu Jun is optimistic about Nanshan Semiconductor, and Cao Yang is also optimistic about Huawei HiSilicon.

In the field of chip design, people have the strength to be world-class.

In terms of wafers and packaging and testing, Nanshan Semiconductor has to do it by itself.

The construction of an ecosystem cannot rely only on Nanshan Semiconductor itself.

There must be a series of companies around Nanshan Semiconductor.

For example, the chip design company, Nanshan Semiconductor will involve so many chips in the future, it is impossible to design all of them by itself, and there must be some that need to be outsourced.

This creates a corresponding demand, which needs to be undertaken by the corresponding company.

Even on the Nanshan equipment side, it is impossible to make all the equipment by yourself, and some equipment that is not so important can be purchased from partners.

As for chip packaging and testing, in addition to some more critical chips, many projects can be handed over to other professional packaging and testing companies.

After all, this aspect is Huaxia's strong point.

It is also a place that these chip companies in the United States do not look down on.

But it's an indispensable part.

Huaxia has enough skilled workers, so there is no need to worry about the high cost of packaging and testing, and it is not competitive.

"No problem, I happen to have that in mind."

"Isn't your fab in the magic capital already under construction?"

"Some of our chip foundries in Huawei HiSilicon can be considered for production in your wafer factories in the future."

"Even some packaging and testing work can be handed over to your factory to do."

"Similarly, if some of the chips that Nanshan Semiconductor is going to produce are similar to Huawei HiSilicon, we can also hand over the relevant chip design work to us."

"Let's work together to build up the chip industry in China."

"In the future, the chips used in our various equipment and products will not need to be imported from overseas."

"Even if it is imported, it is the result of comprehensive weighing and choosing, not a choice after there is no choice."

Before the emergence of Nanshan Semiconductor, Huawei HiSilicon was the most professional company engaged in chip design in China.

The taller he stands, the more Xu Jun will be able to realize the weakness of the country in this regard.

Now the emergence of Nanshan Semiconductor, although it has stolen the limelight from Huawei HiSilicon, Xu Jun does not mind at all.

To a certain extent, the development and growth of Nanshan Semiconductor is also a good thing for Huawei HiSilicon.

"Mr. Xu, what you said is too reasonable, and I think so too."

"The development and growth of Huaxia's semiconductor industry is related to the future development prospects of Huawei and Nanshan Group."

"Even the upper limit of the future development of Huawei and Nanshan Group will depend on the development of the domestic semiconductor industry."

"Although Nanshan Semiconductor has definitely not been able to make money in recent years, I am ready to lose money for five consecutive years."

"Not a penny of the money that should be burned should be missing."

"In the future, maybe in a year, I will be able to earn back all the money I burned in the past."

"Mr. Cao, your statement is too right."

"The semiconductor industry is like this, maybe you have been losing money for several years in a row, but once you can make money, you can make it back in a year or two."

"There's no room for opportunism."

"We, Huawei HiSilicon, have lost a lot of money before we can get to where we are today."

"Fortunately, we have endured the losses and have achieved some results today."

Xu Jun found that he really made the right call this time.

The two of them are chatting more and more.

"By the way, Mr. Cao, I heard that Nanshan Equipment is researching the equipment used in the independent research and development chip production process, and even the lithography machine?"

Taking this opportunity, Xu Jun felt the need to confirm whether some rumors in the market were true or false.

Xu Jun is naturally very aware of the importance of chip production equipment.

Huawei HiSilicon only engages in chip design, not chip production, and hands over the production process to TSMC and other companies to OEM, because the production of chips involves too much equipment.

Not to mention the big investment, sometimes you just can't buy the right equipment even if you have the money.

Maybe you can't afford the most advanced equipment even if you have money.

In this way, your fab is doomed to lag behind the industry.

And what is the point of spending so much money to have a wafer factory that is lagging behind the industry?

Warwick, who has always pursued excellence, has obviously made what he thinks is the right choice.

Of course, from the perspective of future generations, it is difficult to say whether this choice has always been correct.

It's just that now Nanshan Semiconductor has begun to enter wafer production, and from a certain point of view, it can be regarded as helping Huawei HiSilicon make up for the gap.

"More than ninety percent of the chip equipment is imported from abroad, and we can produce very little in China."

"Even if some equipment can be produced, it will take the low-end route, and the future is very limited."

"But the equipment industry, if we don't do it all the time, then it will always be in the hands of European and American manufacturers."

"When people master the equipment, they have the right to technological progress in this industry."

"If this situation is not broken, Huaxia's semiconductor industry will never become the world's first, and it is even difficult to enter the world's advanced level."

"Especially in the area of lithography machine, ASML's advantages are too obvious, and it is estimated that high-end lithography machines will be purchased from ASML in the future if we can't do it ourselves."

"Now affected by the financial crisis, ASML is also responsive to our purchase needs, and the price is relatively fair, and even because the equipment that has been unsubscribed by other manufacturers is bought, the price has been lowered compared with before."

"But here and there."

"Just because ASML is so friendly now doesn't mean it's going to be so friendly in the future."

"Or to put it another way, ASML will definitely not be very friendly to Nanshan Semiconductor in the future."

"Even ASML will not be very friendly to Chinese manufacturers in the future."

"This is determined by its particularity, and it is not something that we can change by working hard."

"That's why I'm ready to let Nanshan Equipment set up a semiconductor division, specializing in the production of various semiconductor processing and production-related equipment."

"So far, there have been some achievements."

"Almost all of the equipment in the Modu wafer factory is imported, and if a new wafer factory needs to be built in the future, then at least half of the equipment can be considered to be purchased from Nanshan equipment."

"And when the third fab is built, I hope that 80 percent, or even 90 percent, of the equipment can be localized."

"Ten years from now, I hope that all the equipment used in Huaxia's wafer fab can be made in China."

Whoever should brag will brag.

Maybe Huawei HiSilicon will also go to the wafer factory itself in the future.

Besides, although Huawei HiSilicon is only engaged in chip design, not production, it still needs to use some equipment.

Even they have their own experimental fabs to match the chip design.

There is also a lot of cooperation that can be done here.

"The three and four small processes involve a lot of equipment."

"Lithography, etching, deposition, but also ion implantation, cleaning, oxidation, inspection."

"Every process has a series of equipment that needs to be researched and developed."

"Among them, etching machine, thin film deposition, and lithography machine equipment are the core equipment of semiconductor equipment, and the technical threshold is very high."

"Nanshan Equipment has to take down all these equipment, and the money burned may have to be tens of billions."

Xu Jun gasped as he spoke.

Although he had heard about some Nanshan equipment engaged in semiconductor equipment before.

But he has always felt that Nanshan equipment should only involve a small part of the equipment, and it is impossible to engage in the equipment of the whole industry chain.

At present, no equipment manufacturer in the world has such a capability.

But now listening to Cao Yang's meaning, Nanshan equipment is the most important equipment in the semiconductor processing process, and all production lines must be localized.

In this way, at least eighty percent of the equipment needs to be done by Nanshan Equipment.

The difficulty is no easier than designing a top-notch chip.

"Over the years, Nanshan Equipment has researched and produced equipment, and nothing is very easy."

"The international machine tool giants now do not have any special equipment export restrictions in Huaxia, because the equipment they can produce, our Nanshan equipment can also produce."

"Even the most advanced CNC five-axis machine tools are no longer on the list of restricted sales."

"This would have been unthinkable ten years ago."

"But Nanshan Equipment did it."

"There are also high-end carbon fiber equipment, which was also monopolized by companies in Dongying and other countries before, and we can't buy it even if we want to spend money."

"After Nanshan equipment entered, it has not only realized 100% localization of carbon fiber equipment, but also made the domestic carbon fiber technology level catch up with the international forefront, and made an indelible contribution to the development of the domestic aerospace industry."

"As for various other equipment such as battery production equipment, needless to say, they are all developed by Nanshan Equipment itself."

"Although etching machines, thin film deposition, and lithography equipment are very difficult, everyone knows their principles, and as long as you are willing to spend money to try, you can eventually find relevant solutions."

"It's a big deal, we can't go down the road that other people take, so let's go another way."

"Eventually, we will be able to localize the relevant equipment, and I am very confident in that."

As soon as Cao Yang said this, Xu Jun couldn't help but straighten up.

Engaged in chips, Nanshan Group is serious!

This investment is definitely many times greater than that of Huawei HiSilicon.

In the future, if Huaxia's semiconductor industry can make some achievements, it will definitely have a close relationship with Nanshan Semiconductor.

"Mr. Cao, if there is anything that needs the assistance of Huawei HiSilicon in the future, you should speak as soon as possible."

"If I can do it, I'll help you do it."

"What I can't do, I'll find someone who can do it."

"I hope that one day, we can witness Huaxia's semiconductor industry become an international leading industry!"

Xu Jun took a deep breath and made a very bold promise.

If Lian Shida and the others heard this, they would probably be shocked and their eyes would fall.

They knew very well that Xu Jun was not a person who made promises casually.

(End of chapter)