Sailing against the current is more laborious.

Follow the trend and get twice the result with half the effort.

Some people are very good at seizing opportunities and taking advantage of the trend to achieve a win-win situation for all parties.

When the news of the establishment of the "Chip Equipment Alliance" led by Nanshan Equipment came out, Xiang Changle, as the vice president of Lingnan University of Science and Technology, immediately realized an opportunity.

"Ayang, didn't Yangcheng prepare a large piece of land for Nanshan equipment to develop semiconductor equipment?"

"I have an idea whether it is possible to take this opportunity to develop this land into a semiconductor equipment industrial park."

"The manufacturers of the chip equipment alliance, the School of Semiconductors of Lingnan University of Science and Technology and Yangcheng City will work together to build this industrial park."

"When the time comes, let Yangcheng City directly provide 35,000 acres of land, and we at Lingnan University of Science and Technology will also gather the strength of the entire school to develop this industrial park."

"In the future, the chip industry will definitely be a sunrise industry in China, and if our industrial park is built well, it will definitely have a bright future."

For Xiang Changle, the benefits of the industrial park may not be the most important, but the prestige brought by the industrial park is very worth looking forward to.

In particular, Lingnan University of Science and Technology is now focusing on the construction of the School of Semiconductors, and strives to make related majors the best in China.

At that time, Lingnan University of Technology's ranking in China can also rise further, and even hit the TOP10.

If these goals are achieved, Xiang Changle feels that he can be regarded as a lifelong succession.

"Semiconductor Equipment Industrial Park?"

Cao Yang didn't expect that Xiang Changle would come to communicate with him today about this matter.

Not to mention, it sounds very feasible.

There are various industrial parks in the country, but there seems to be no semiconductor equipment industrial park?

Now Nanshan Equipment is fully developing chip production equipment, and Lingnan Province and Yangcheng City, and even the Government Affairs Yuan are very supportive.

So the feasibility of directly establishing such an industrial park is very high.

The efficiency should be higher if the relevant supporting enterprises are concentrated in the industrial park, and everyone will carry out some development at the same time.

The most important thing is to rely on this industrial park, whether it is Nanshan equipment or Lingnan University of Science and Technology, they can all benefit from it.

As for Yangcheng City and Lingnan Province, it is even more needless to say.

Once the industrial park is successful, it will be of great help to the development of the semiconductor industry in Lingnan Province.

It can even further attract Nanshan Semiconductor and other chip companies to place more chip production plants in Lingnan Province.

So as to realize the industrial upgrading of Yangcheng in one fell swoop.

The first in the country, well deserved!

"Yes, the country now attaches great importance to the semiconductor industry, and our industrial park can be regarded as an act of conforming to the general trend and responding to the call."

"Other places want to imitate, but it's not so easy to succeed."

"When the time comes, we can use the platform of this industrial park to get more capital subsidies and tax incentives."

"So as to truly make a great contribution to the localization of a full set of equipment in the semiconductor industry."

Xiang Changle could see that Cao Yang seemed to be very interested, and his enthusiasm was much higher.

"Our school still has a deep technical accumulation in terms of equipment, and in the past two years, we have also introduced a group of high-end teachers from all over the world and all over the country."

"Under the leadership of these discipline leaders, breakthroughs have been achieved in many fields."

"At that time, these personnel can publish various papers and apply for relevant titles and honors through the cooperation projects of the industrial park."

"The relevant industrialization work is handed over to the manufacturers in the industrial park, and everyone takes what they need."

Seeing Xiang Changle's positive appearance, Cao Yang naturally had no opinion.

This matter is only good for Nanshan equipment, and there is no harm.

When the time comes, manufacturers of other chip equipment alliances such as Modu Microelectronics will come to the industrial park to build factories or R&D centers, won't they be more affected by Nanshan Equipment?

"Teacher, I think that since we want to do it, we should simply bring Lingnan Province in, and the development of the semiconductor equipment industrial park will be jointly promoted by provinces and cities, universities and enterprises, and the effect should be better."

"When you want a policy, you can also ask Lingnan Province to come forward directly."

Cao Yang further gave his own proposal on the basis of Xiang Changle.

Although I had a lot of communication with Yangcheng before, the higher the level of the industrial park, the better.

Of course, since Xiang Changle's proposal was agreed to by himself, there was naturally no reason to leave everything to him.

Cao Yang himself also made a phone call to Liu Tianwu to communicate about this matter.

"Mr. Cao, if this semiconductor equipment industrial park is built, in addition to the semiconductor division of Nanshan equipment, what other companies will settle in?"

For Cao Yang's proposal, Liu Tianwu naturally responded very positively.

This is a credit for myself.

How could he not support it?

However, such a big thing is definitely not something he can do with a word.

Not to mention that this matter still needs to be reported to Lingnan Province.

So he also has to confirm the situation with Chaoyang, so as not to get things done when the time comes.

"Modu Microelectronics should come over, and it is the second-in-command existence in the chip equipment alliance."

"We are going to assign the lithography machine at the packaging and testing end to them for production, and Nanshan equipment is mainly used as the lithography machine for the front process."

"In addition, China Microelectronics can also come over, and they are also star companies that have recently joined the chip equipment alliance."

"This manufacturer has a relatively deep study in the etching machine, and we are ready to invest 30% of the shares and work with them to build the etching machine equipment."

As soon as Cao Yang said this, Liu Tianwu immediately asked: "What is the status of the two types of equipment in semiconductor equipment, lithography machine and etching machine?" ”

Although Liu Tianwu also went to learn about chip-related information, he was not a professional after all.

Even if I saw some information before, I have almost forgotten it now.

After all, he is not a talent to be remembered.

"The manufacturing of semiconductor devices is inseparable from two key processes: photolithography and etching."

"Lithography uses the interaction of photoresist and mask to replicate a preset circuit pattern on the wafer."

"Etching is the chemical or physical method that removes excess material after photolithography is completed, leaving behind the desired pattern."

"Lithography and etching machines play a vital role in the wafer production process."

"As the name suggests, the equipment responsible for these two processes is the lithography machine and the etching machine."

"The lithography machine is responsible for projecting the circuit pattern on the silicon wafer, and the etching machine is responsible for removing the part that is covered by the photoresist."

"The precision and efficiency of these two steps directly affect the quality and cost of the entire process."

"Of all the semiconductor instruments, the most expensive are lithography and etching machines."

"According to statistics, in a chip production factory, in terms of equipment investment, the cost of lithography machines accounts for about 25%, and the cost of etching machines accounts for about 23%."

"In other words, the lithography machine and etching machine together account for 45% of the equipment cost of a semiconductor factory."

"Of course, the cost of these two types of equipment will be so high, and it has a lot to do with the fact that these two types of equipment are almost completely dependent on imports."

"If you sell it for $500 million, you have to buy it, and if you sell it for $100 million, you have to buy it, and that person must be a little more expensive."

"As long as our semiconductor industrial park successfully completes these two types of equipment, it can become a pivotal industrial park in China and even in the world."

As soon as Cao Yang explained this, Liu Tianwu's enthusiasm was immediately raised to the highest.

He knows about Modu Microelectronics, and the origin is not small.

Although it was the first time he had heard of Zhongwei Electronics, Nanshan Equipment was willing to invest in the etching machine with the other party, and it must have a bright future.

Unlike other equipment manufacturers, as long as the manufacturers in the industrial park can get the equipment out, Nanshan Semiconductor will definitely buy it.

It means that you don't need to worry about the sales of products.

If other companies stand up to build such a large industrial park, Liu Tianwu may be worried that they will not be able to produce results by then.

It's even messed up, and it's a bunch of bad things.

But if Nanshan equipment takes the lead, he won't worry at all.

"Mr. Cao, you leave the matter of this industrial park to me, and I will give you an accurate answer in a week at most!"

If Liu Tianwu is still hesitant at this time, it will not be his style.

But if he struggles for a few more days, maybe this industrial park will run to the magic capital.

At that time, Liu Tianwu's intestines are estimated to be repentant.

……

A project that is very important at all levels, a project that is obviously in line with the development trend of the industry, and a project that has a high probability of success, will definitely exceed many people's expectations.

Just a few days later, Lingnan Province and Yangcheng City gave an accurate reply and agreed to build a semiconductor equipment industrial park.

In addition, a temporary management committee has been set up to promote the specific implementation of the project.

Although the expropriation of some land in the vicinity has just begun, the 1,000 acres of land prepared by Yangcheng City for Nanshan Equipment have already completed the relevant procedures.

Therefore, the groundbreaking ceremony of the semiconductor equipment industrial park has been carried out quickly without being affected at all.

This time, in addition to the personnel of Lingnan Province and Yangcheng City attended the groundbreaking ceremony, a vice president of the Government Council was also arranged.

And that night, the news also appeared again in Huaxia Channel.

This has made people in the semiconductor industry fully aware of Huaxia's determination to develop related industries.

It has also made the national chip giants and equipment giants aware of the huge threat.

For any product, as long as the Chinese people start to engage in it, the price will definitely fall sharply.

Gone are the days when they relied on technology monopolies for high profits.

This is the case with the shield machine, the same is true for the high-speed rail, and the same is true for all kinds of other equipment.

The level of effort in all walks of life in Huaxia is definitely not comparable to those giants.

"Mr. Wang, I heard that domestic chip manufacturers are now considering buying lithography machines and other equipment from Nanshan Equipment."

"Do we also consider the new factories we will invest in next year?"

As the chief operating officer of SMIC, Yang Bingning naturally needs to consider doing everything possible to reduce costs for the company.

Otherwise, if there is no way to turn around the loss for many years, it will be very detrimental to the development of the company.

It's a little embarrassing to want to go public.

"ASML has already contacted us and doesn't want us to use Nanshan equipment's products."

"For all customers who have purchased lithography machines from Nanshan Equipment, their future equipment maintenance and new equipment purchase will be affected."

"Unless we can be sure that we don't need to buy new equipment from ASML in the future, and we don't have to worry about the after-sales of existing equipment."

"Otherwise, I'm afraid I can't easily buy products from Nanshan Equipment."

As soon as Wang Anguo said this, Yang Bingning's face suddenly became ugly.

Of course, he knew that Wang Anguo must have been disgusted by Asmarc as well.

But there are not many such domineering equipment manufacturers in the world, right?

As Party A, how do you feel inferior to Party B?

What age is it, and can you still buy and sell strongly?

"Mr. Wang, I think the more ASML is like this, the more it shows that the lithography machine technology of Nanshan equipment is really good, otherwise ASML would not attach so much importance to it."

"I heard that the lithography machine of Nanshan equipment will be at least 50% cheaper than ASML."

"This gap will have the most direct impact on whether our earnings report is profitable or loss-making."

ASML's lithography machine is very expensive, which Yang Bingning has known for a long time.

But every time the upgrade is going up, the price is constantly rising, which is hard to accept.

Now that there are new options in China, he still wants to try it.

At least buy a lithography machine from Nanshan equipment and come back to give it a try, and if you can, you can consider using it in the new factory in the future.

However, this matter is not so simple.

"ASML's approach is very excessive, especially the statement of their CEO, which has caused dissatisfaction among many people in the domestic industry."

"But no chip manufacturer dares to easily stand up and accuse others."

"Because you're not sure if you're going to buy a lithography machine from ASML in the future."

"Asmir also relied on this to dare to make such a request to us!"

"But I don't think it's necessarily a bad thing to think about it from a different perspective."

As soon as Wang Anguo said this, Yang Bingning was a little confused.

Not a bad thing?

Is it still a good thing?

Do you still feel good when you're disgusted?

I can't understand it.

As if feeling Yang Bingning's confusion, Wang Anguo continued: "Now the manufacturers who are ready to use Nanshan equipment products, in addition to Nanshan Semiconductor, there should be some other manufacturers. ”

"When the new factories of these manufacturers are mass-produced, we will know what the level of Nanshan equipment is." ”

"When the time comes, if the Nanshan equipment is reliable, we will go to the other party to order the equipment."

"Or directly negotiate with ASML with the price of Nanshan equipment and ask them to reduce the price to the same level."

"Either way, it's not a bad thing for us."

When Wang Anguo said this, Yang Bingning also understood.

Nanshan equipment has nothing to do with them, whether the other party is dead or alive, they don't need to be so anxious.

If the other party's equipment is really that good, it will be too late for them to use it in the future.

And these small actions of ASML naturally can't hide from Nanshan equipment.

"Mr. Cao, ASML has begun to make moves, not allowing his customers to buy our equipment, once a manufacturer buys our equipment, then there may be no way to continue to buy ASML's lithography machines in the future."

"And the after-sales service of the equipment that has already been purchased will also be affected."

"They're a little ugly."

"Relying on the technological advantages of the past, we force customers to make choices."

Pan Jinxing feels that his three views are constantly being refreshed.

How can you still do this?

Is this something that Party B can do?

"ASML's shareholders are originally national chip giants, and they will definitely not use our lithography machines."

"The rest of the other chip manufacturers are all manufacturers that ASML can bully."

"At this time, they are naturally unscrupulous."

"Suppressing China's semiconductor industry is in the interests of international chip giants, and it is also a politically correct approach."

"That's why ASML is so unscrupulous."

"However, many countries have not yet completely recovered from the impact of the financial crisis, and our international environment is not so bad."

"So in the short term, it should only be the enterprise level that suppresses us, and it is not surprising that the next step is likely to be upgraded."

The international environment in 2010 is completely different from that in 2023.

The United States also has a demand for China to a certain extent, so it will not easily use some big moves.

Otherwise, in the case of Nanshan equipment, it is estimated that it will be sanctioned like Nanshan carbon fiber.

"Even if it's just this kind of crackdown at the corporate level, it actually has an impact on us."

"For example, some manufacturers originally intended to purchase our lithography machines, but after ASML threatened us, they did not dare to act rashly."

"It's also a big loss for us."

Pan Jinxing also received a lot of inspection teams during this time, and some manufacturers also expressed their interest.

But there are only a handful of people who actually make a deposit.

Even SMIC used to have a bit of a desire to buy, but now it has suddenly changed its attitude completely.

There's definitely a story to tell.

"Our semiconductor equipment industrial park is still under construction, and the production capacity of the Nanshan Equipment Semiconductor Division is also limited."

"When the factory over there in the semiconductor equipment industrial park is built next year, it will be time for our lithography machines to start to burst out of capacity."

"At the same time, the chip factory we built this year has also started mass production, and everyone can see with their own eyes how the lithography machine we produced is put into production."

"It's more convincing than anything else."

"Now that our semiconductor industry chain has not been fully opened, we can ignore the reaction of ASML for the time being."

"When the situation is more serious later, we will take the initiative."

As far as ASML's small actions are concerned, the short-term impact on Nanshan's side is very limited.

In the long run, Cao Yang didn't plan to just be beaten and not fight back.

Nanshan Group still has some chips that need to be imported from overseas, and now it is not the time to tear up with the international chip giants.

However, since Asml made such a thing disgusting to himself and didn't fight back, it was obviously not Cao Yang's style of doing things.

"Packaging and testing lithography machines are also one of ASML's important businesses, aren't we ready to cooperate with Modu Microelectronics and let them take charge of this business?"

"This is the time for them to make an impact."

"Let the people in their sales department take the initiative to visit various customers of ASML, so that everyone can see the cost competitiveness of Modu Microelectronics' equipment."

"Even if they can't get the order, they have to disgust ASML and make them unable to continue to make high profits."

You disgust me, and I naturally want to disgust you.

Anyway, many overseas orders Nanshan equipment can't eat now, so let Modu Microelectronics come out and disgust ASML.

The threshold for packaging and testing lithography is relatively low.

Various chip manufacturers are also in a hurry to try out some new products on these non-core equipment.

When the time comes, the number will definitely be a huge blow to ASML.

"This should not be a big problem, there are some more expensive purchased parts for the packaging and testing lithography machine of Modu Microelectronics, and we can consider supplying them so that they can further enhance their competitiveness."

"At that time, even ASML shareholders such as TSMC and Samsung will have ideas when they see the huge price difference between the two packaging and testing lithography machines."

"If you hurt each other, then come on."

Cao Yang said as he prepared to think about the next step.

These actions must be just appetizers for Nanshan equipment.

In the future, with the rapid development of Huaxia's chip industry, there will definitely be more and more intense actions.

Within Nanshan Equipment, and even within Nanshan Group, it is necessary to make some plans for these situations.

Otherwise, it will be easy for everyone to be in a hurry when the time comes.

"I'm worried that these actions will affect the development of the 'Chip Equipment Alliance'."

"After all, not every manufacturer has that kind of confidence."

"Especially if those chip giants also go down, then the situation will become very complicated."

Pan Jinxing really hopes to do a good job of semiconductor equipment.

This is a very promising segment.

According to the current development trend, dozens of lithography machines will be needed every year in China in the future.

This kind of increment has never been encountered even in the development of the semiconductor industry in the whole world.

As long as Nanshan Equipment seizes this opportunity, it will become the world's largest semiconductor equipment manufacturer.

If the equipment can be done well, then the corresponding industry will definitely not be bad.

At that time, the status of Nanshan equipment in China will become very special and very important.

and even became the invisible godfather of Huaxia's semiconductor industry.

Pan Jinxing is very much looking forward to this.

"It's a good time to take this opportunity to see everyone's reaction."

When Cao Yang said this, Pan Jinxing was stunned for a moment.

Seems to make sense, too?

It's only a year or two, so let's see if the manufacturers in the alliance can stand the test.

(End of chapter)