Chapter 636 It's a showdown, I'm going to engage in high-end chips

Huaxia is interested in developing its own chip industry, and Cao Yang will definitely not be the only one.

In the past, even if Huaxia enterprises developed relevant equipment, often no one would consider adopting it.

In this case, except for a few scientific research institutions, most enterprises have no way to generate electricity for love.

Therefore, under the vicious circle, it will lead to a growing gap between domestic chip production equipment and international advanced equipment manufacturers.

After this gap is so large that everyone has no hope of catching up, let alone surpassing.

A lot of people may just give up.

Since the establishment of Nanshan Semiconductor, the situation has been very different.

Almost all scientific research institutions and enterprises engaged in chip equipment research in China have received contact from Nanshan Semiconductor or Nanshan Equipment, hoping that everyone will cooperate in the research and development of related equipment.

And as long as the equipment is developed, the relevant factories of Nanshan Semiconductor will consider purchasing and using it.

And it's not the kind of purchase that blindly lowers the price, but based on your cost price and reasonable profits.

is also a device, even if the price is higher than that of international manufacturers according to this logic, as long as the performance is acceptable, Nanshan Semiconductor is willing to pay for it.

In this case, it is definitely a very big stimulus for domestic semiconductor production equipment manufacturers.

In Nanshan Semiconductor's factory, the localization rate of equipment can continue to increase, which is also closely related to this background.

As the two chip equipment manufacturers second only to Nanshan Equipment, Modu Microelectronics and China Micro Semiconductor have benefited immensely in the past year.

"Mr. Cao, the prototype of our packaging and testing end lithography machine has been produced, and in preliminary comparison, the performance will not be worse than ASML's."

"As long as it passes a certain test, it can be mass-produced immediately, which can fully meet the needs of factory construction starting next year."

He Guangming personally came over today to report to Cao Yang on the results of Modu Microelectronics.

Nanshan Semiconductor is going to build a new factory again, and this news is no secret among the major equipment manufacturers.

He Guangming naturally hopes that Nanshan Semiconductor's new factory can purchase equipment from Modu Microelectronics, which is of extraordinary significance to their development.

In particular, the front-end lithography machine business is inferior to Nanshan Equipment, and Modu Microelectronics has basically given up this part of the market.

Of course, some front-end lithography machines in the particularly low-end are not looked down upon by Nanshan equipment, and there is demand in the market, and Modu Microelectronics can continue to do it.

For example, the chips used in some children's toys require very low lithography machine technology for the corresponding products.

These technologies can naturally be met in China.

Leave it to Modu Microelectronics to do it, which can be regarded as accumulating a certain amount of experience.

Maybe at some point, people can bring unexpected joy to everyone.

"As long as the performance is no problem, Nanshan Semiconductor can purchase 10 units at a time, and then continue to add them according to the layout of the factory."

Although the technical content of the packaging and testing lithography machine is not as high as that of the front-end lithography machine, it is also indispensable in the chip processing process.

After the establishment of the chip equipment alliance, this part of the business was assigned to Modu Microelectronics.

As the "leader of the alliance", Cao Yang naturally wants to give Modu Microelectronics some sweetness.

Of course, Cao Yang also knows that the localization of chip equipment cannot rely on Nanshan Semiconductor alone, and if other manufacturers have the motivation to continue to cultivate this market, they must be able to make money.

Otherwise, it will definitely not last.

"Performance is absolutely no problem, and the entire company is working hard to ensure this project."

"In addition to the research and development of the current model of lithography machine, we have also begun to benchmark ASML to develop a packaging and testing lithography machine with better performance, and strive to use more advanced equipment when Nanshan Semiconductor builds another factory next time."

He Guangming is in a very good mood.

Cao Yang agreed to purchase Modu Microelectronics equipment without any hesitation, which is definitely good news.

Of course, for Cao Yang, he would agree so easily, because he already knew the relevant situation in advance.

Otherwise, you definitely can't do this kind of head-slapping thing.

"Is the etching machine on the side of China Micro Semiconductor about to make a technological breakthrough?"

Although He Guangming is not the person in charge of China Micro Semiconductor, Modu Microelectronics has strategically invested in China Micro Semiconductor in the past six months, and He Guangming is still relatively clear about some of the things inside.

So Cao Yang asked him directly.

"Mr. Yin has been squatting in the factory with R&D personnel during this time, and everyone is constantly debugging the etching machine together."

"Although there are still some problems that need to be continuously improved, all the problems can definitely be solved in the first half of next year, so that our domestic etching machine can enter the state of mass production."

Etching machines are far less well-known than lithography machines.

However, there are hundreds of etching steps throughout the manufacturing process of semiconductor devices, making it one of the most commonly used processes in semiconductor manufacturing.

With the upgrading of the chip process, the amount of etching machine will continue to rise.

"I am still very confident in Mr. Yin's technology, if the etching machine of China Micro Semiconductor can catch up with the rhythm of equipment introduction in the new factory of Nanshan Semiconductor, then we will also purchase domestic etching machines directly from them."

Historically, without the help of Nanshan Semiconductor, China Micro Semiconductor has also become the largest etching machine in China and even in the world.

People's products can not only produce 14nm chips, but also can process chips with 7nm and 5nm processes.

It can be said that the technological evolution speed of etching machines has surpassed that of lithography machines.

This is definitely a hard-won achievement for Huaxia's chip production equipment industry.

And all of this has a very close relationship with Yin Zhiqiang.

Now that China Micro Semiconductor is also a member of the chip industry alliance, Cao Yang naturally wants to fully support their development.

In the future, Nanshan Semiconductor's etching machines will be produced by them.

"The etching machine of China Micro Semiconductor is directly developed against the most advanced level in the world, so there are some problems in the research process."

"But I believe that Yin can find solutions to these problems.

"Mr. Cao, you can rest assured that AMEC will definitely not delay the construction of Nanshan Semiconductor's new factory."

At this time, He Guangming made a military order very boldly.

Of course, this is also based on his understanding of Yin Zhiqiang, so he dared to release such words.

If someone who has no confidence says something like this, he is bragging.

People of faith say things like this, and that is self-confidence.

Obviously, He Guangming is confident now!

Nanshan Equipment has already mastered the lithography machine technology, Modu Microelectronics and Zhongwei Semiconductor can also handle the lithography machine and etching machine at the packaging and testing end, and other core equipment for chip production such as ion implanter, thin film deposition, and rapid heat treatment are also in the orderly research and development of Nanshan Equipment's own factory or cooperative equipment manufacturers.

Nanshan Semiconductor's new factory can finally roll up its sleeves and do a big job!

Soon, Nanshan Semiconductor and the Modu government officially announced that it would build a large-scale wafer factory with a monthly production capacity of 200,000 12-inch wafers, and at the same time build related chip production, packaging and testing factories.

The total investment is up to 20 billion yuan.

The most important thing is that Nanshan Semiconductor officially announced that it will produce 28nm chips!

Although TSMC has mass-produced 28-nanometer chips at the beginning of this year, Samsung, IBM, Intel and other companies have also mastered this technology.

But for Chinese enterprises, 28nm is definitely a relatively distant technology.

At least to outsiders.

After all, SMIC, the No. 1 chip company in China, has not even mastered the 45nm technology.

Now Nanshan Semiconductor suddenly announced that it would produce 28-nanometer chips, and the response was absolutely huge.

Even this news was very shocking and unexpected for many people.

"Mr. Cao, has Nanshan Semiconductor really mastered the 28-nanometer chip technology?"

Warwick's Xu Jun couldn't help but call Cao Yang first.

As an old man in the chip industry, he knows too well the significance of 28nm technology.

To put it bluntly, although Nanshan Semiconductor's new factory will not be officially mass-produced until the end of next year, or even the beginning of the year after that, TSMC and other manufacturers may have mastered 22nm or even more advanced chip production technology.

But this gap is already very small, so small that it is not even a generation's gap.

Relying on this technology alone, Nanshan Semiconductor can be said to be a leading domestic and international first-class chip company.

"According to our current layout, after the new factory is built, it will be able to produce 28-nanometer chips."

"Of course, there must be a gap between the ideal and the reality, and the yield rate cannot meet the requirements is also a problem."

"But the 28nm technology has broken through for us, and there is no doubt about it."

Originally, Cao Yang hadn't thought about the official announcement that he had mastered 28nm technology.

But it seems that some people want to deal with you, and it has nothing to do with whether you are high-profile or not.

Now Nanshan Semiconductor has begun to threaten the interests of international chip giants.

Qualcomm, TSMC and other manufacturers have begun to find ways to deal with Nanshan Semiconductor.

At this time, it is better to have a direct showdown and tell everyone that my skill level is the same as ours.

It doesn't make any sense for you to impose a technical blockade on me and a device restriction on me.

In this way, it may be possible to suppress those opponents and let everyone focus on researching more advanced chip technology, so as not to be surpassed by Nanshan Semiconductor.

"The yield rate can be improved slowly, and the key is that after mastering the 28-nanometer technology, all kinds of mainstream chips can now be produced."

"Mr. Cao, as long as Nanshan Semiconductor can really mass-produce 28-nanometer chips, then in the future, all of Warwick's chip foundry business will be handed over to you or our joint venture factories to produce."

At the critical moment, Xu Jun expressed Warwick's attitude.

According to Warwick's strategic plan, the main task of Huawei HiSilicon is chip design, and the chip production is entrusted to the foundry.

In the past, it was handed over to other foundries for production, and there was a potential risk to the stability of supply.

Therefore, after Xu Jun was persuaded, he agreed to build a joint venture with Nanshan Group to build a wafer factory.

In the future, if it can be handed over to Nanshan Semiconductor to OEM, the situation will be completely different.

All chip production links are in China, and Huawei no longer needs to worry about the supply of chips.

"Thank you Mr. Xu for your support, our Nanshan Semiconductor will not disappoint you!"

For Xu Jun's statement, Cao Yang was naturally a little grateful.

You must know that even if Nanshan Semiconductor really masters the technology of 28 nanometers, the overall level cannot immediately be higher than that of TSMC and other manufacturers.

Huawei's approach can be regarded as a strong support for Nanshan Semiconductor.

However, Huawei is very supportive of Nanshan Semiconductor, and ASML is different.

"Christopher, didn't Huaxia's Nanshan Semiconductor ask us to buy a lithography machine?"

Pete arrived anxiously at President Christopher's office.

In the past two days, he naturally also saw the news reported on the BBC that Huaxia chip companies have mastered the 28-nanometer chip processing technology.

Although many people doubt the authenticity of this news and feel that Nanshan Semiconductor is likely to be running a train with a mouth, in fact, there is still a long way to go before the real mass production of 28nm technology.

There is no way to really master this technology even after another two years.

But Pete's focus is different.

According to his understanding, the chip processing of the 28nm process must use their most advanced EUV lithography machine, otherwise there will be various problems.

And this EUV lithography machine is only mastered by ASML.

Whether it is Samsung or TSMC, they are all ordered from ASML.

But now Nanshan Semiconductor has announced that it has mastered 28-nanometer chip technology and will officially build a factory to produce chips with this technology.

According to the normal situation, the other party needs to discuss the purchase of lithography machine with ASML in advance.

Otherwise, there is no way for the delivery time of the lithography machine to catch up with the production time of the factory.

Can't the factory be built, the other production lines installed, and just wait there for the lithography machine, right?

No company does that.

"I checked with the sales department again this morning, and they haven't contacted us so far."

Christopher's face is also not good-looking.

He naturally understood what Pete meant by asking himself.

He also feared the worst.

After all, the papers published by Cao Yang at Lingnan University of Science and Technology before, they have all studied them well.

And after many verifications, it was found that the production of lithography machines mentioned in this paper is really feasible in theory.

Of course, theory is theory, and in fact, there is still a high threshold for production.

Previously, ASML felt that even if Nanshan Equipment had such a set of theoretical support, it would take at least three or five years to produce products comparable to ASML's lithography machines.

At that time, ASML had already introduced more advanced equipment.

In the field of lithography machine, as long as you fall behind, it is easy to fall behind.

It's not that easy to catch up.

But now Nanshan Semiconductor advertises that it has mastered 28-nanometer chip technology, and has not asked them to order equipment, which makes people a little worried.

Could it be that Nanshan Equipment has really produced a lithography machine that can process 28nm process chips?

If this is true, it will be earth-shattering news!

"Is it possible that Nanshan Semiconductor will order our lithography machines through other companies, so as to circumvent our restrictions on him?"

Pete was a little reluctant to give up, and continued to propose a possibility.

However, this point was immediately denied by Christopher.

"I know exactly how our lithography machines will be delivered to our customers in the next two years."

"It is impossible for any company to buy equipment for Nanshan Semiconductor, and even such an act itself is not recognized by us."

"When the equipment is bought back, if we are not responsible for after-sales, there will be no way to fully play the level it should have."

As soon as Christopher said this, Pete's brow furrowed even more.

Nanshan Semiconductor's new factory has been officially announced to start construction, but the matter of equipment ordering has not been mentioned.

This does not bode well!

Thinking of this, he couldn't help but say, "Christopher, I think it's necessary to convene an interim board of directors to discuss with the directors how to deal with this situation." ”

"If Nanshan Semiconductor is allowed to develop like this, it will definitely destroy the international semiconductor equipment supply chain, and the market in Huaxia will probably have nothing to do with us."

Pete's idea was basically a thought of Christopher.

At the critical moment, it is definitely necessary to find a way for the big bosses behind it.

After all, if Nanshan Semiconductor rises, it will definitely not be a good thing for Samsung, TSMC and other manufacturers.

It's even a devastating thing.

"Mr. Park, you are most familiar with the situation in Huaxia."

"What do you think of Nanshan Semiconductor's official announcement?"

At the headquarters of Samsung Huaxia, the imperial capital, Li Zairong, vice president of Samsung Electronics, flew over in person to confirm the matter of Nanshan Semiconductor's 28-nanometer chip factory.

At the end of this year, Li Zairong will take over the position of president of Samsung Electronics, and at this critical moment, Huaxia's semiconductor companies have made major technological breakthroughs, which is definitely a very big thing for Samsung.

Otherwise, Li Zairong would not have been able to fly over in person to understand the situation.

"President, so far this news is only the information announced by Nanshan Semiconductor itself, and there is no information to prove that they have really mastered the 28-nanometer chip technology."

"We have also investigated and understood with ASML and other important equipment manufacturers, and they have not received any relevant contact from Nanshan Semiconductor."

"So whether this thing is true or not, I think it needs to be reconfirmed."

"The real estate market in China this year is very hot, and many companies can't help but start to enter the real estate market."

"There are even some companies that have taken a large amount of land from the local government in the name of investment."

"Whether Nanshan Semiconductor will be like this requires further confirmation."

"But I don't think even if they're actually building 28nm chip technology, it's not going to be able to really go into mass production in the next three years."

"Even if it is mass-produced, the cost will be much more expensive to us, because there will definitely be problems with the yield rate."

Park Geun-hee's answer made Lee Jae-young breathe a sigh of relief.

This situation is not particularly bad.

It's still relatively close to his own understanding.

How can a Chinese company suddenly make such great progress in technology?

I didn't even master the technology of 40 nanometers, so I jumped directly to 28 nanometers.

This doesn't follow scientific logic.

If it's just a publicity gimmick, and the actual production is 45 nanometers or 40 nanometers, then the probability is a little higher.

When the time comes, after a few more years of transformation and effort, the final production of 28 nanometers will be produced.

But at that time, Samsung's 14nm chips should have been mass-produced, right?

"Some time ago, my father talked to me and thought that Nanshan Group would be our main opponent in China and even in the world."

"Our mobile phone business will form a very direct competition with their Honor mobile phones."

"Our semiconductor business will also have direct competition with Nanshan Semiconductor."

"Even our business in some equipment and other fields is in competition with Nanshan Group."

"Whether Samsung Electronics can become bigger and stronger in China will have a direct relationship with Nanshan Group."

"You must find a way to find out what is going on with them, so as not to be caught off guard!"

Li Zairong didn't want to encounter the biggest crisis when he just took office.

Once Nanshan Semiconductor really masters the 28nm technology, then the impact behind it is very huge.

In the style of doing things in the Chinese people, a large number of 28nm projects will be launched desperately at that time, which will directly make other semiconductor manufacturers very uncomfortable.

This is a scene that Li Zairong does not want to see at all.

"We are already working on this, and there are some engineers in Nanshan Semiconductor who are willing to provide us with some information."

"However, the research of equipment is mainly in Nanshan equipment, and we have relatively few information channels in it."

"And there are many departments in Nanshan Equipment, and there are many research teams."

"If it weren't for their official announcement, it would be a little difficult for people outside the project to hear."

As soon as Park Geun-hee said this, Lee Jae-young was a little worried again.

Nanshan equipment is a very mysterious manufacturer.

Lee Jae-young had heard of its name in Goryeo.

This time, if the production equipment of Nanshan Semiconductor's new factory is really handled by Nanshan Equipment, the impact will be greater than Nanshan Semiconductor's mastery of 28-nanometer chip technology.

That means the comprehensive rise of Huaxia's semiconductor industry.

Not only will Samsung's situation be dangerous in the future, but other chip companies will also have a hard time.

"Nanshan Semiconductor's idea of engaging in high-end chips is very clear, whether they have this technology or not, we need to pay full attention to it."

"How to deal with this situation, I'll talk to my dad about it later."

When it comes to such a major matter, Li Zairong has no way to make a decision directly.

Samsung is still in his father's hands.

(End of chapter)