Chapter 589: Advancing by leaps and bounds, the courage of the Nanshan Group

The investment in wafer factories can range from billions of yuan to tens of billions of yuan.

No matter which wafer factory it is, it must be the favorite investment attraction object everywhere.

After Nanshan Semiconductor announced on its official Weibo that it would build two wafer factories as a sole proprietorship, and then jointly build two wafer factories with Huawei HiSilicon and BYD, it immediately caused a huge response.

4 fabs, tens of billions of investment!

No matter where it is placed, it is the biggest project in the area.

"Xiao Luo, how is the information gathered?"

As the leader of Yangcheng, Liu Tianwu must hope that Nanshan Group can place the wafer factory in Yangcheng.

But this time, he didn't rush to call Cao Yang directly, but was going to find out the situation first and then contact Cao Yang after prescribing the right medicine.

"Leader, it's basically figured out."

"This time, Mr. Cao should really plan to do a big job."

"The 12-inch wafer fab is expected to be built next to the existing Modu wafer fab, which will be independently invested by Nanshan Semiconductor."

"There are three 8-inch wafer factories, one of which is built by Nanshan Semiconductor itself, and the other two are in cooperation with BYD and Huawei HiSilicon respectively."

"Among them, the construction of Nanshan Semiconductor's own capital is expected to be implemented in Lingnan Province, and the cooperation with BYD may be placed in Chang'an City."

"As for the project with Huawei HiSilicon, it has not yet been decided, but it is likely to be in the magic capital or Lingnan Province."

"So this time we have the opportunity to fight for two 8-inch wafer fabs, and the estimated investment can go to more than 10 billion."

Luo Yi, as Liu Tianwu's right-hand man, is still very effective.

It takes a short time to figure out the situation, which is not something that any secretary can do.

And the news he brought back also made Liu Tianwu very excited.

The investment of more than 10 billion yuan may be just the beginning.

This kind of project can't be overstated.

"The land we prepared when we competed with the Modu Wafer Factory has not been diverted for other purposes now, right?"

The area of the fab is not small, and the need to build a new fab in the future must be considered, so the preparation of the land is an important factor.

"No, I've always kept it."

"This land is next to the Dongjiang River, which is very convenient for water, and there is a lot of vacant land around it, so the difficulty of land acquisition is relatively low."

Luo Yi knew that Liu Tianwu was definitely going to ask himself these questions, so he had already made relevant preparations.

"Then hurry up and arrange the relevant departments to move, and we don't have to wait for the final results of the discussion with Nanshan Semiconductor, first complete all the land acquisition procedures, and then arrange the construction team to carry out the preliminary work of three links and one leveling."

Liu Tianwu is still very courageous.

If you wait until everything is certain before you start acting, then it will be a little delayed.

Now hurry up and seize the opportunity, and let Nanshan Group feel sincerity, which is still very meaningful.

At the same time, he is also ready to formally propose relevant preferential policies at the office meeting, so that Nanshan Semiconductor can feel the sincerity of Yangcheng.

Otherwise, if people want to save trouble and stay in the magic capital directly, then it will be a huge loss for Yangcheng.

……

"Mr. Cao, Leader Liu has asked you to have dinner on the Galaxy Peninsula in the evening today, and the box has been set."

When it comes to the communication between Cao Yang and Liu Tianwu, many times it is the contact between Mi Ying and Luo Yi.

With Liu Tianwu's status in Yangcheng, there is naturally no problem with inviting Cao Yang to dinner.

"Leader Liu seems to be bound to the wafer factory this time."

What is the purpose of Liu Tianwu's appointment to eat by himself, Cao Yang naturally knows it.

The most lively thing in the past few days is that Nanshan Semiconductor's magic capital factory has been put into operation, and then there are rumors that Nanshan Semiconductor will continue to build several wafer factories.

Such a big move is very rare no matter what country it is placed in.

Yangcheng is now able to sit on the throne of the first GDP, and Nanshan Group can be said to have contributed a lot.

If Nanshan Group focuses on the development of the magic capital in the future, then maybe the magic capital will snatch the first position.

This is absolutely unacceptable to Liu Tianwu.

Even for Lingnan Province, it is difficult to accept.

If Yangcheng had never sat in the first place, then forget it.

It's completely different if you're already sitting on it and then you're pulled down.

Even if such a thing happens, Liu Tianwu's path to progress will be blocked.

"With a large investment of more than 10 billion, it is normal for Leader Liu to attach importance to it, and it would be strange if he didn't pay attention to it."

"This time, he took the initiative to ask you to dinner, which can be regarded as showing the attitude of Yangcheng."

"I guess Yangcheng has already prepared some preferential terms, and the rest depends on how we put forward the conditions."

Mi Ying also sees the current situation more clearly.

This is not a bad thing for Nanshan Group.

After all, no matter what field you are in, there is competition to make progress.

If Yangcheng thinks that it is settled on the Nanshan Group, it will not be a good thing.

Nanshan Group wants to lay out in Modu, Chang'an and other places, isn't it just to see everyone compete together?

"Yangcheng's attitude has been expressed, and we don't need to hold it."

"Putting the 8-inch wafer factory here in Yangcheng is also something we planned."

"It's nothing more than whether it will be placed in Yangcheng or other cities in the Pearl River Delta in the end."

"For the project in cooperation with Warwick, it is estimated that there will be some demands in Shencheng, but there is no problem with our own wafer factory in Yangcheng."

Although four fabs are to be built in one go, the locations are certainly not together.

Being able to place the 8-inch wafer factory built by Nanshan Semiconductor in Yangcheng can be regarded as an explanation to Yangcheng.

As for whether to build more wafer factories in Yangcheng in the future, that is a matter for the future.

For such a thing as chips, the proportion of transportation costs is very small.

Where to build the factory is more determined by considering local policies, preferential treatment and talent situation.

There is obviously no problem in this aspect of Yangcheng.

So Cao Yang and Liu Tianwu had dinner that night, but they didn't sell it, and directly made an investment project for a wafer factory.

At the same time, the construction of a second wafer factory in the magic capital of Nanshan Semiconductor was also quickly determined.

The project of building a joint venture wafer factory with BYD in Chang'an City has not been delayed.

Even Huawei quickly replied and agreed to build a wafer factory in Shencheng with Nanshan Semiconductor.

In this way, in a short period of time before the Chinese New Year, Nanshan Semiconductor finalized the construction plan of 4 wafer factories.

This action is absolutely huge.

Some other chip giants are naturally very concerned.

"Mr. Park, as soon as Nanshan Semiconductor does this, it will immediately become the second largest chip company in China."

"Although their current technical level is not very good, the development momentum is a bit exaggerated, and I think it is necessary to pay attention to it."

As the head of Samsung Electronics' chip business in Huaxia, Lee Jae-lin was also very anxious when he saw Nanshan Semiconductor's action so big.

In recent years, Samsung's investment in Huaxia has also been increasing, and it is natural to hope to eat the Huaxia market.

But if China's local competitors are very strong, it will definitely have an impact.

"They are still building 8-inch wafer factories, and the chip process is relatively backward, so there is nothing worth paying attention to, right?"

Park Geun-hee is very satisfied with Samsung's performance in China this year.

After all, the rest of the world saw its business decline last year, but China's business was increasing.

For this, he was praised by the headquarters.

If you report bad news so quickly, how can you be embarrassed?

Park Geun-hee, who has already sat down as the general manager of the Huaxia branch, is no longer simply thinking about things from a practical point of view, but from the perspective of how senior leaders will view their work.

At a certain level, it is necessary to have such vision, and it is possible to go further.

Otherwise, you can only be a small leader at the grassroots level.

"Although the current 8-inch wafer fab is relatively backward, one of the four new wafer fabs they built is 12-inch."

"Although we have already started to develop larger wafers, 12-inch is already the most advanced type of wafer today."

"Once Nanshan Semiconductor has gained a foothold in the field of 12-inch wafers, they can focus all their efforts on improving the chip process."

"Now they only have 65nm chip technology, but they have poached a lot of people from our Samsung and TSMC, maybe they will break through 40nm next year, and the year after next will directly reach 28nm."

"At that time, Nanshan Semiconductor will be our biggest competitor in Huaxia."

Lee Jae-lim attaches great importance to Nanshan Semiconductor.

The longer you stay in Huaxia, the more you can realize the strength of Nanshan Group.

That kind of strength is not that you can see the strength of the other party at the beginning, but the process of watching the other party catch up with the international mainstream level and then surpass.

Nut plates, hub bearings, gearboxes, engines, robots, equipment......

In a variety of fields, as long as Nanshan Group entered, its competitors had a hard time.

In the past, the competitive relationship between Samsung Electronics and Nanshan Group was relatively weak.

But now that Nanshan Group has vigorously developed Nanshan Semiconductor and launched the HONOR 3G smartphone, everyone's competition has become acute.

Especially when it comes to smartphones, Samsung is very serious about it internally.

This is completely different from Nokia's attitude.

Because Samsung attaches great importance to the smartphone business, it is more aware of the threat posed by Honor mobile phones.

Although the sales of Honor mobile phones in Huaxia last year were less than 1 million units, not even a fraction of the giants.

But the product has always been in short supply, and the price is still high, which is not comparable to other brands.

Once the production capacity problem of Honor mobile phones is completely solved, it is entirely possible to increase sales several times.

So this time, when he heard that Nanshan Semiconductor was going to build four more wafer factories against the trend, Li Zailin immediately became nervous.

"I think you may be too worried, look at SMIC, it has been developed for so many years, it is two things."

"More than ninety percent of Huaxia's chips still have to continue to be imported from abroad, and there is no particularly big change."

"The market in Huaxia is so big, and the people above want to engage in chips, and we also have to understand."

"As long as it doesn't have a fundamental impact on our business, let them toss."

"It's a big deal to ask ASML not to sell lithography machines to Nanshan Semiconductor, no matter how much they build a wafer factory, it makes no sense to sell wafers at a low price."

Samsung is the majority shareholder of ASML, if they want to make trouble from it, then Nanshan Semiconductor's road to buy lithography machines will indeed have a lot of twists and turns.

But. Park Geun-hee must not know that Namsan Equipment has begun to research related equipment on his own.

Otherwise, it wouldn't be so careless.

It's just that there are too many kinds of equipment related to the chip industry, unless the products of Nanshan Equipment are officially put into use, otherwise there are really few people who believe that they can handle it.

"If it is an ordinary Chinese enterprise, then there is really no need to worry about it."

"But over the years, Nanshan Group has brought great harm to many foreign companies, and it has also broken through everyone's cognition countless times."

"I'm worried that Samsung will also be hurt this time."

Lee Jae-rim still wants to continue to work hard, but Park Geun-hee can't listen to his opinions anymore.

The same thing happened at SMIC.

As the largest chip foundry in China, they must be very concerned about the changes in the domestic semiconductor market.

"Mr. Wang, I got the news that Huawei HiSilicon has handed over part of the chips to Nanshan Semiconductor foundry, and this time they have further cooperated to build a wafer factory, and I am afraid that in the future, Warwick's orders will be handed over to Nanshan Semiconductor."

As the COO of SMIC, Yang Bingning's ability is still quite good.

It's just that in recent years, SMIC has also been caught up in personnel struggles, and everyone's energy is not focused on improving the company's technical level.

That is, this time, Nanshan Semiconductor made too big a move, and Yang Bingning, as the chief operating officer, will go to CEO Wang Anguo to discuss this topic.

After all, the two of them are characters on the same line, and as the target of attacks by other factions in the company, they must also understand the situation outside in time.

Otherwise, if someone accidentally grabs the pigtails, life will definitely be difficult.

"International chip companies are now popular in the Fabless model, and Nanshan Semiconductor's IDM has lagged behind."

"Chip design, manufacturing, packaging, testing and sales all have to be done, which seems to be very imposing, but it is not at all something that a newcomer in the industry like Nanshan Semiconductor can play."

"You see, the more crazy Nanshan Semiconductor is now, the more exaggerated it will be when the time comes."

"Although Nanshan Group is still relatively well-known in the automotive industry, it should have made some money in recent years."

"But now they will invest tens of billions of dollars to build a wafer factory, and then they will have to bear tens of billions of losses every year, and see how long they can hold on!"

Wang Anguo is obviously not optimistic about Nanshan Semiconductor's route.

In his opinion, that was complete nonsense.

SMIC is now a well-known chip foundry company in the world, but it only dares to honestly continue to do foundry business.

Nanshan Semiconductor's model, they don't want to think about it now.

"The truth is indeed the truth, but Nanshan Semiconductor's large-scale construction of wafer factories and packaging and testing plants will lead to the industry's surplus capacity to continue."

"According to our previous speculation, the semiconductor industry should be able to start from the trough in the first quarter of this year."

"However, these actions of Nanshan Semiconductor will make many customers feel that the semiconductor industry has not become tight so quickly, and will continue to reduce prices with us."

"Their thankless behavior, harming others and not benefiting themselves, is really annoying!"

Although Yang Bingning also wants to ignore Nanshan Semiconductor, he feels that it will not be a threat to his own company.

But although people can't compete with SMIC, they may be disgusted by SMIC.

At least that's what Yang Bingning thinks.

"China has now fallen into a crazy state for the development of the semiconductor industry, as long as there are enterprises willing to invest, all places are very supportive."

"If we want to stop it, I'm afraid it's still very difficult."

Wang Anguo also saw it very clearly.

For such a big project, where is not a baby?

Even if you are very powerful at SMIC, you can't get political achievements.

Otherwise, everyone will be the enemy!

"Our people have also been poached at least a few hundred people in the past year, and most of these people have gone to Nanshan Semiconductor."

"This situation is definitely very bad for us, can we make a fuss about this?"

Although Nanshan Group is very powerful, Nanshan Semiconductor wants to compete with SMIC, and in the eyes of Yang Bingning, it is naturally its own competitor.

And competitors are definitely going to suppress it.

At this time, it is natural to show their powers.

"The future non-compete agreement must be done well, and the relevant enterprises of Nanshan Group must be clearly included in the non-compete agreement."

Wang Anguo immediately gave a plan.

If you can't keep people, then you will be restricted!

When the time comes, find a few "chickens" to come out, so that everyone can see how powerful they are.

……

Throughout China, in addition to some competitors of Nanshan Semiconductor who do not want to see them succeed, there are naturally many people who hope that Nanshan Semiconductor can succeed.

In particular, Nanshan Semiconductor wants to build a new wafer factory and packaging and testing plant in Yangcheng, which is of great significance to the School of Semiconductors of Lingnan University of Science and Technology.

"Ayang, we are going to start opening a new major in the college next year, which will serve the construction and operation of the wafer factory."

"We can even organize students from the college to go to Nanshan Semiconductor for internships, so that everyone can understand the operation form of the company and what they need to learn as soon as possible."

Xiang Changle is currently the Vice President of Lingnan University of Technology and the Director of the Wind Tunnel Laboratory.

The newly established School of Semiconductors in recent years is also the college he is in charge of.

It can be said that in recent years, Xiang Changle's various achievements have been very eye-catching.

Otherwise, there is no way to become the president of Lingnan University of Technology.

"It doesn't necessarily mean that new majors are needed, whether it is integrated circuits or microelectronics, or physics, electromagnetics, optics, automation, electrical, communications, computers, software engineering and other majors, in fact, you can go to the wafer factory to work or go to the packaging and testing factory to work."

"However, internships can be done, and the learning environment in the university is still very different from the workplace."

"By letting students know about the situation in advance, they can make a faster and better transition to the workplace."

The cooperation between Nanshan Group and Lingnan University of Technology has always been very close.

Now Xiang Changle took the initiative to talk to Cao Yang about the cooperation projects related to the wafer factory, and Cao Yang naturally wanted to respond positively.

The chip industry is a sunrise industry, which is recognized all over China.

Although domestic chip technology is still relatively backward, the demand for chips is diverse, and not all chips need to be produced using advanced technology.

The simplest, the chips used in household appliances such as electric fans and rice cookers, why is it necessary to have anything to do with advanced chip technology?

Even if you use the chip technology of ten years ago to produce, there is no problem.

There are many other use cases for the same kind.

Therefore, even if Nanshan Semiconductor is mainly building an 8-inch wafer factory this time, the chip technology it has mastered is only 65nm, and Yangcheng and other places are also very optimistic.

"In the past two years, the pace of expansion of the School of Semiconductors has been significantly faster than that of other schools, and we have also introduced many experts and scholars from all over the world, and even some experts from Nanshan Semiconductor have become our visiting professors."

"Starting from both schools and factories at the same time, we are also striving to cultivate more talents for enterprises who can get started quickly."

Xiang Changle often visits various factories of Nanshan Group, and has a good understanding of some of the schools and factories.

It is precisely because of this that he knows where each other's pain points are.

The two sides have been able to cooperate well over the years, in addition to the personal relationship between the two, Xiang Changle's efforts are also indispensable.

"Nanshan Semiconductor has now entered a state of rapid development, and the School of Semiconductors can further expand boldly."

"As long as there are students in the academy who can successfully graduate, I will have as many as I want!"

Engaged in semiconductors, Cao Yang is very courageous.

Although you are losing money now, you may be able to recoup the amount you lost for several years in the next year.

If it were in 2021, when the supply of chips was tight, it might make more money in a year than in the past decade.

Technology monopoly is so ruthless!

Even if you know that you have been slaughtered, you have to silently pay for someone to slaughter you.

Otherwise, your products will have to stop!

"Good!"

"I'm relieved to have you say this!"

"When the time comes, the School of Semiconductors of Lingnan University of Science and Technology will definitely be able to build into the most powerful existence in China!"

Xiang Changle also clenched his fists, full of confidence in the future.

(End of chapter)