The Spring Festival is approaching, but the media people in the IT circle in China are still busy.

This time, Nanshan Semiconductor's Modu wafer factory was put into operation, which naturally attracted the attention of many people, and also invited a lot of media to attend the event.

Wu Xuebin, editor-in-chief of Zhongguancun Online, and Xie Min, editor, will naturally not be absent from such a major event.

"Editor-in-chief, I just looked at the process, and there are a lot of leaders."

"I heard that there are also leaders from the Government Council in attendance."

Entering the ceremony site, Xie Min couldn't help but look around.

It is not the first time she has participated in the commissioning ceremony of the wafer factory.

But in the past few years, I really haven't seen such a big battle.

In her opinion, Nanshan Semiconductor's Modu wafer factory is just a factory that produces 8-inch wafers, and the technology is not advanced, nor is it the first in China, so it should not deserve so much attention.

But the situation on the scene was completely different from what she expected.

"It is said that Nanshan Group's annual turnover last year exceeded 500 billion yuan, which is the largest private enterprise in China, and even far more than most central enterprises."

"From last year's data, it is speculated that Nanshan Group can enter the TOP10 or even TOP5 of the top 100 Chinese enterprises."

"It is estimated that the revenue scale of a few companies such as oil and power grid is larger than that of Nanshan Group."

"The most important thing is that Nanshan Group is not developed by policy support, and its products have core technology, which is different from all other enterprises."

"The state must fully support such an enterprise."

"Don't look at the fact that people are just building an 8-inch wafer factory now, it doesn't seem to be a big deal whether it is placed at home or abroad."

"But looking at Nanshan Semiconductor's actions in the past two years, you will find that the other party's goal is very ambitious."

"I heard that Cao Yang said internally, and he wants to take out 50 billion yuan to burn, and he is not afraid of losing money on chips!"

"Some people even speculate that Nanshan Group's profit last year was more than 50 billion, and they also have the strength to burn money in the field of chips."

"This situation is completely different from the situation of other companies."

"SMIC, the largest chip company in China, lost $964 million last year and is expected to continue to lose money this year."

"Without sufficient sources of profits, this level of loss is not something that ordinary enterprises can bear."

Wu Xuebin's angle of looking at the problem is obviously higher than Xie Min's.

You can't just see the current level of technology of other people, you have to see what the future of people is.

Obviously, the future of Nanshan Semiconductor is worth looking forward to.

Even Wu Xuebin thinks that Nanshan Semiconductor will be the largest semiconductor company in China in the future.

The day when this day will come will not be particularly far away.

After all, if it's just a simple expansion of production capacity, then as long as you have money, it's basically fine.

And Nanshan Group not only has money, but also recruited so many technical talents, obviously to do a big job.

"After Nanshan Semiconductor's wafer factory is put into production, it is estimated that it will be difficult to achieve profitability in the next few years."

"Now the 8-inch production capacity is a bit surplus, and the price has fallen below the cost price."

"Their wafer fabs have just been put into production, and the cost is higher than the industry level, and they may lose more when the time comes."

Xie Min's statement, Wu Xuebin did not deny it.

After all, the current semiconductor industry is in a state of trough, and no one knows when it will be able to go uphill again.

Otherwise, there would not be a situation where someone would rather lose the liquidated damages than give up the order of the lithography machine.

Ten years later, everyone is going to grab it.

"Although the semiconductor industry is sluggish, the demand for semiconductors in the future will not be less, if there is no domestic enterprise to continue to invest, the future will continue to import."

"The above should also see these factors in it, so for Nanshan Semiconductor's wafer factory commissioning ceremony, the Government Council has specially sent leaders to participate."

"Even I heard that Modu has vacated a large piece of land next to this fab for Nanshan Semiconductor to use at any time."

"It can be said that what Nanshan Semiconductor lacks, the magic capital will prepare for them."

"At this time, even if Nanshan Semiconductor wants a loan of 10 billion yuan, it can be easily obtained."

The higher the position, the wider the view.

Sometimes you always feel that your boss is not at a good level, but in fact, some of the knowledge and experience of others are not comparable to you at all.

Obviously, Wu Xuebin's vision is much stronger than Xie Min.

Nanshan Semiconductor's large-scale entry into the chip industry at this time is definitely in line with the country's expectations.

Even well-informed people know that Nanshan Equipment is engaged in the localization of chip equipment.

This is something that few businesses dare to do.

SMIC, which is as powerful as China's No. 1, does not dare to make any moves on the road of equipment localization.

To put it mildly, this pit is bigger than the fab.

"Nanshan Group has brought a lot of surprises to everyone in the past, and they are also the enterprises that attach the most importance to technology research and development in China."

"I hope that it is very suitable to participate in the commissioning ceremony of the new fab in the future, and there will be some progress."

For the 8-inch wafer factory, Xie Min still has no interest.

However, after listening to Wu Xuebin's words, she also had some ideas on how to write the article to attract the love of readers.

Now it's time to follow along with the whole ritual.

The leader of the Government Council speaks!

The leaders of the ministries and commissions speak!

The leaders of the ministries and commissions speak!

The leader of the magic capital speaks!

Nanshan Semiconductor Zhang Jing spoke!

Employee representatives speak!

Factory Tour!

After a lengthy process, the morning was almost over.

And everyone also saw the "first" wafer at the end of the production line.

It looks like a VCD disc, it's such a "disc", Huaxia has been catching up and hasn't caught up.

"Mr. Cao, the production capacity of a wafer factory can't even meet the demand for Nanshan auto parts, let alone Honor mobile phones."

"Even if we add the wafer fab and packaging and testing plant we purchased from Renesas before, it is a drop in the bucket."

"However, I think we can enrich the product range first, and then increase the production capacity of various chips after the new fab is put into production."

"In this way, if most of our chips can be produced by ourselves, we will have more bargaining power when buying products with other chip manufacturers."

"Which chip supplier is the least cooperative, our own production capacity will be inclined to which product."

Xia Qingqing, as the actual person in charge of Honor Mobile Phone, naturally followed the large army to participate in the commissioning ceremony of the Modu wafer factory today.

After these wafers are produced, they will be prepared for the next process by the packaging and testing factory, and finally produce products that are in demand for the market.

"This is also a plan, but in the first stage, only a part of the more important ones can be selected for production, otherwise there are too many models, and the cost will be very high."

After the ceremony, Nanshan Group naturally has a meeting to be held to discuss the future layout.

As for the dinner, when it comes to a relatively high level, it is not suitable for it.

Of course, if Nanshan Semiconductor wants to have a celebration ceremony or something, Cao Yang has no opinion.

He himself had dinner with the executives of the group who came to the event.

"The more you go deep into this industry, the more you can feel how big the gap between the domestic semiconductor industry and the international market is."

"Not to mention the various equipment that we are researching in Nanshan Equipment, it is the most common variety of sensors on the market, and many semiconductor components used in it are almost all imported."

"Low-end chips can't get people, and high-end chips can't get out."

"It will take at least five years for Nanshan Semiconductor to gain a firm foothold completely."

"Now I slowly understand what Mr. Cao said before that he is ready to lose money for five years."

Pan Jinxing, as the general manager of Nanshan Equipment, is also familiar with the semiconductor industry.

After all, if you are engaged in equipment, you must do some research on the situation of the things produced by your own equipment.

Otherwise, you don't know what your device should be working on.

And the more you research, the more you know how big the gap is.

If it weren't for Cao Yang's past to create too many miracles with Nanshan Group, Pan Jinxing himself would not have the confidence to get the chip production equipment out.

It's so hard!

There is so much important equipment involved!

There is no company in the whole world that is like Nanshan Semiconductor, and all the main production equipment has taken the road of independent research and development.

That's an even more difficult road!

But it's useless not to go independent research and development, you can buy equipment for two years.

In two years, you won't be able to buy state-of-the-art equipment even if you spend money.

Even if the equipment is not so advanced, you have to wait in line after you pay for it, and someone will arrange a delivery time for you.

In this case, how is it possible for Nanshan Semiconductor to catch up with the international pace?

Not to mention leading the industry, it is impossible to catch up!

After all, in the future, the world's main lithography machines will be produced by ASML, and who are the shareholders behind ASML?

Intel, TSMC, Samsung, ......

These chip giants are all shareholders of ASML, how can people allow you Nanshan Semiconductor to surpass yourself?

But as long as Nanshan Semiconductor can make them feel a hint of threat, don't think about the stability of equipment supply.

Besides, this kind of sensitive equipment, you don't know if there is any backdoor left on the device!

If you drop the chain at the critical moment, it will be a problem that can't be solved by vomiting blood.

It's like an anti-aircraft missile purchased by a certain country, and it is turned on to intercept it without knowing it.

Who can reason with this situation?

At that time, will the equipment of Nanshan Semiconductor's wafer factory suddenly catch fire on its own?

Or even a sudden explosion directly?

Who knows!

After all, not to mention the heart of harming people, you always have to have the heart of guarding against people, right?

"Actually, I think we can consider applying for some support funds from ministries and commissions, otherwise we will still be under a lot of pressure if we have been relying on ourselves to lose money."

"SMIC has been established for so many years, and it lost more than $900 million last year, and we have just started producing chips, and the proportion of losses may be even more exaggerated."

Dong Shengnan, Minister of Finance, also mentioned it next to him.

However, Cao Yang has a different view.

The land and tax incentives given by the magic capital can be boldly accepted.

After all, no matter where you go, no matter what country you are in, large fabs have the opportunity to enjoy such benefits.

But the support funds of the ministries are not so easy to give.

If you receive money from others, you will definitely be supervised by others, or even audited.

When the time comes, it will be a toss to make a bunch of things.

Besides, the money is not so easy to take, and the amount will not be very large.

There is no need for the Nanshan Group to lose too much freedom for the money now.

After all, money is really a numerical problem for Cao Yang now.

Something that can't be quantified is what matters.

If Nanshan Semiconductor can really become the largest chip company in China in the future, the impact will definitely be huge.

"The loss is relative, and our initial chips are mainly used by the group itself, and they can be sold directly at cost price."

"As for a small part of the OEM business, just follow the contract, and you can't lose too much money."

Cao Yang did not directly answer Dong Shengnan's proposal, but the meaning was very clear.

This is equivalent to letting Nanshan Auto Parts and other affiliated companies help Nanshan Semiconductor bear part of the loss.

Because these companies buy Nanshan Semiconductor's products, it is equivalent to turning the chips that can be bought for 10 yuan into 12 yuan, or even 15 yuan.

Of course, Nanshan auto parts and other enterprises have the strength to pass on these costs to the main engine factory.

Invisibly, it can be regarded as letting the main engine factory pay for Nanshan Semiconductor.

The logic of this is really incomprehensible to ordinary people.

Even if you see through it, there is no evidence.

Even if there is evidence, there is nothing that can be done.

Even if the price of Nanshan auto parts has risen a little, it is still cheaper than Bosch and Continental, and sometimes the performance is better.

In this case, Volkswagen, Mercedes-Benz or something, may have to hesitate to use it.

Enterprises such as Chery and Great Wall will never hesitate.

"That's a way to do that, too."

"Now Nanshan auto parts, Nanshan gearbox, Nanshan engine, Nanshan equipment, Nanshan robot and Honor mobile phone all need to use chips, and everyone will bear it together to pass on the development cost of Nanshan semiconductor to the terminal."

"If it can be successful, then Nanshan Semiconductor can enter a positive cycle of development, and the future is bright."

"Mr. Cao's entry into the semiconductor industry is to contribute to the development of Huaxia's chip industry, not to make money."

"It is also appropriate to let other domestic independent brand enterprises help bear the cost of development together."

"Even if those companies know about this, it should be understandable."

Dai Hanbiao, as the general manager of Nanshan Auto Parts, is the most important customer of Nanshan Semiconductor.

He wasn't worried about this model.

After all, he knows very well what the strength of the company is.

Although he has not been angry with chip manufacturers over the years, he has seen some of the domineering practices of chip manufacturers countless times.

In the future, if he can completely get rid of his dependence on chip giants such as Infinery and NXP, it will definitely be a good thing for him.

If you can form an ecosystem of your own, the benefits are very obvious.

If Nanshan Semiconductor is a lonely company, you expect Nanshan Auto Parts to spend a high price to buy your chips, it is simply impossible!

Without a market, there is naturally no future at all.

And if the price is cut to seize the market, the amount of loss will be exaggerated.

When the time comes, the more you sell, the faster you die, and you fall into a dead loop.

Naturally, there is no future to speak of!

Although the problem of the circular development of Nanshan Semiconductor has been solved within Nanshan Group, in addition to Nanshan Group's own enterprises, the entire Huaxia is not without other visionary enterprises.

Just when Cao Yang had just returned to Yangcheng from the magic capital, Xu Jun, the person in charge of Huawei HiSilicon, came to visit directly

"Mr. Cao, congratulations!"

"The Modu wafer factory has finally been mass-produced, and Nanshan Semiconductor is now the only enterprise in China with the whole chip industry chain."

Although Xu Jun is a technical man, he is also very good at talking.

Obviously, Nanshan Semiconductor's strength is still very weak, but he can find the most special point of Nanshan Semiconductor at once.

SMIC is now a leading company, but it only does foundry business, not chip design.

Huawei HiSilicon's chip design business is very strong, at least stronger than Nanshan Semiconductor at this stage.

However, they do not have their own wafer factory, and follow the popular model of designing by themselves and then finding someone to foundry.

Some other chip manufacturers have no way to compare.

In this way, it seems that Nanshan Semiconductor is very special and powerful.

"There is still a long way to go!"

"Now the international mainstream is a 12-inch wafer factory, but we are still producing 8-inch wafers."

"But it is true that as you said Mr. Xu, we have now taken the first step, and the future is still worth looking forward to."

You can't be overly proud, but you can't be overly modest.

Cao Yang is grasping the degree of this better and better.

Huawei HiSilicon came over to communicate so actively, Cao Yang naturally wanted to think about what the purpose of the other party's coming over was and what benefits it would be to Nanshan Semiconductor.

Others don't know what Warwick HiSilicon is capable of, but can he still not?

"With the first fab, there is a second, and with the second there is a third and fourth."

"With the strength of Nanshan Group, it is not a problem to build a few more wafer fabs."

"Although the semiconductor business is in a state of sluggish development, I think the situation will change sooner or later."

"Especially with the emergence of electric vehicles and smartphones, the demand for chips will increase in the future, and the extra production capacity will soon be consumed, and even become tight."

"At that time, everyone will not need to sell components at a loss."

Xu Jun has been working in the field of semiconductors, and he is naturally very clear about the current market environment.

To put it mildly, the strength is as strong as Samsung Electronics, and now it is boiling.

It depends on who can get through it, and then you can make money comfortably.

"You're right, but the semiconductor industry is too volatile, a little behind, and it takes a lot of manpower and material resources to catch up."

"The key is that the more backward your technology is, the higher the cost will become, and the more difficult it will be to catch up with the international advanced level in the end."

Cao Yang and Xu Jun are quite familiar, so the chat between the two can be regarded as relatively frank.

"Mr. Cao, our Warwick has a great demand for chips every year, and we basically found foundry from TSMC and other companies before."

"In the future, if Nanshan Semiconductor's wafer factory has production capacity, we are willing to hand over the main business to Nanshan Semiconductor for production."

"We don't need you to give us a special discount, we just need to take orders at cost price."

Xu Jun's request, if it is put in the ears of people who don't know how to do it, will feel that this is falling into a well.

Orders taken at cost price?

Is this a normal deal?

Isn't that bullying?

Not really!

Huawei HiSilicon is supporting Nanshan Semiconductor!

Xu Jun knows very well that in the next few years, it will be difficult for Nanshan Semiconductor to make a profit.

Their products are basically sold at a loss.

Of course, he may not know that a new plan for passing on costs has just been discussed within the Nanshan Group.

But even so, being able to take orders at cost price is higher than the price of other chip manufacturers.

This is definitely Warwick's support for Nanshan Semiconductor.

After all, they could have found cheaper partners, but they didn't choose it, but found Nanshan Semiconductor.

This favor is a must.

"Mr. Xu, our Nanshan Semiconductor now has neither a cost advantage nor a technical advantage, so you can rest assured that you will hand over the business to us?"

Cao Yang also didn't play cards according to the routine, and asked directly.

After all, for the current Nanshan Semiconductor, there is really no capacity issue.

The internal needs of the group alone can make the Modu wafer factory work overtime every day.

Therefore, it is naturally necessary to take this opportunity to talk about Xu Jun's true thoughts.

After all, in the future, everyone has to think about long-term cooperation.

"Others don't know about Nanshan Group, can I still not know?"

"It's not that I said, if the entire Huaxia enterprise can really build chips in the future, I think in addition to Huawei HiSilicon, there is only you Nanshan Semiconductor."

"Other companies naturally have such and such defects, and it is impossible to truly have core competitiveness."

Xu Jun is also an arrogant person.

Now there are no outsiders, so he also directly said what was in his heart.

"Thanks to Mr. Xu's recognition, and Mr. Xu's trust, within ten years, all Huawei HiSilicon orders can be supplied at cost price by Nanshan Semiconductor."

"Even if Mr. Xu is interested, everyone can invest in the wafer factory together and produce the chips they need."

It is rare for Huawei HiSilicon to be so optimistic about itself, and Warwick's profit is very good.

Cao Yang felt that he could find someone to help share the burden of fab construction.

Don't look at Nanshan Semiconductor, it will definitely make a lot of money in the long run, but it is really difficult to make money in the past five years.

Unless it has been doing business within the group, it will transfer the profits of other business divisions to Nanshan Semiconductor in disguise.

But if a chip company wants to become strong, it must take orders from outside.

"Let's invest in the fab together?"

Xu Jun was stunned for a moment, he didn't expect Cao Yang to make such a proposal.

According to Huawei HiSilicon's internal plan, it does not plan to enter the chip production business.

In the past, their chips were also designed by themselves and then produced by foundries.

Now, if you want to change this strategy, it will certainly not change it in a few words.

(End of chapter)