Chapter 757 Huaxia No. 1, Nanshan Semiconductor's rocket-like development speed
The commissioning ceremony of Nanshan Semiconductor's new factory in Yangcheng was relatively grand.
Cao Yang also considered that Liu Tianwu would leave Yangcheng next month, and Gao Sheng went to Chang'an Province as an acting leader.
The various enterprises of Nanshan Group can be regarded as Liu Tianwu's most effective achievements in Yangcheng for so many years.
Yangcheng's ability to advance from the third position in the country to the first in the country's GDP is also the contribution of Nanshan Group.
This time, the new factory of Nanshan Semiconductor will allow Yangcheng to further pursue the pace of God and Magic in the semiconductor industry, and become the third largest semiconductor city in the country.
"Editor-in-Chief Wu, the influence of this Nanshan Group is getting bigger and bigger."
"There are so many leaders at the commissioning ceremony of a semiconductor factory."
Xie Min listened to the host on the stage introduce the main leaders attending the event one by one, and couldn't help but communicate with Wu Xuebin next to him in a low voice.
It's not the first time she's participated in a similar event.
However, it is still relatively rare to have similar specifications to Nanshan Semiconductor this time.
In addition, it is generally a little bigger when the groundbreaking ceremony is held, and the commissioning ceremony is often not attended by so many leaders.
"Nanshan Semiconductor is angry!"
"If you look at domestic chips, 99% of them used to rely on imports, which consumed a lot of foreign exchange every year."
"But now crude oil has retaken chips as the biggest import."
"The biggest contribution is Nanshan Semiconductor."
"In this case, how various departments support Nanshan Semiconductor is in the past."
"And the most admirable thing is that Nanshan Semiconductor enjoys some tax incentives, and other subsidies are basically rarely applied."
"It's not like some companies, under the banner of high-tech enterprises, cheating subsidies everywhere every day."
Wu Xuebin saw the problem very thoroughly.
He is very clear about the virtues of many domestic enterprises.
There are naturally those who do things seriously, but there are more people who cheat and play tricks.
This is especially true in the so-called high-tech sector.
"That's right, even in the world, Nanshan Semiconductor is a competitive and proper first-echelon enterprise."
Xie Min naturally wouldn't argue with Wu Xuebin on this topic.
Just when Xie Min and Wu Xuebin were whispering, the host invited Cao Yang to the stage.
His speech as the world's richest man with countless titles was surprisingly short.
Thanks + review + outlook, the classic three-board axe.
It's done in five minutes!
However, Cao Yang officially announced one thing in his speech, that is, Nanshan Semiconductor's current chip production capacity is the first in China.
used to be the boss, but now it can only be the second.
And there is a high probability that it, the second oldest, will become the second in the millennium.
"Relying on the continuous construction of new factories by Nanshan Semiconductor, all the equipment companies in our chip industry alliance are now alive."
He Guangming of Modu Microelectronics sat next to Pan Jinxing of Nanshan Equipment.
The two of them are the most influential people in the field of chip equipment.
The lithography machine of Modu Microelectronics has been thoroughly developed.
With Nanshan Semiconductor's 28-nanometer chip production performance endorsing these equipment manufacturers, He Guangming found that the company's business expansion has become much smoother.
In the past, many people saw domestic equipment manufacturers and felt that the equipment they produced must be unreliable.
Therefore, even if the price is advantageous, many companies are reluctant to use it.
But now the situation is different, whether it is SMIC, Huahong, or other semiconductor companies, they have begun to use domestic chip equipment.
This is a very huge step forward.
If a country's industry is to be strong, then the related equipment industry must be strong.
Otherwise, it is impossible to really brew a strong industrial strength.
After all, equipment is a prerequisite for machining a wide range of parts and materials.
"Mr. He, I was alive before, and we have to find a way to live a little more moisturized in the future."
"On the one hand, various domestic semiconductor manufacturers are boldly expanding their production capacity, and on the other hand, some foreign semiconductor manufacturers have also begun to contact us and consider purchasing chip production equipment from Huaxia."
"This situation was unimaginable before."
Pan Jinxing can also be regarded as the old man of Nanshan Group.
From the very beginning of various machine tools to the current chip processing equipment, he has personally experienced the development of Nanshan equipment.
"Indeed, some customers have contacted us now, and it is estimated that our Modu Microelectronics equipment will be exported overseas next year."
He Guangming is in a very good mood now.
Their company and Nanshan Semiconductor are grasshoppers on a rope.
The better Nanshan Semiconductor develops, the more dividends they can enjoy.
Today, Nanshan Semiconductor is the largest semiconductor enterprise in China, and its chip technology has also caught up with the international advanced level.
And these advanced chips are almost all produced with domestic equipment, and the advertising effect is better than that of Modu Microelectronics, which manufacturers themselves promote, I don't know how many times better.
After all, you said it a hundred times, a thousand times, and there is no production line that really produces a batch of chips to be convincing.
"Those chip giants overseas are not necessarily so united."
"Before, we didn't have much choice, so we could only passively accept various unreasonable requirements from ASML and other equipment manufacturers."
"Slowly, after getting used to it, they may not have the idea of changing the equipment."
"But now it's different, and they have more options."
"Good performance, good service, and price advantages."
"In this case, if our Huaxia chip production equipment still can't go abroad, it is unreasonable."
Pan Jinxing said very confidently.
As the largest equipment manufacturer in China, the lithography machine is the most well-known equipment in Nanshan Semiconductor.
For example, most people do not know what equipment is needed to produce general car parts.
However, due to various publicity, the production of chips requires the use of lithography machines, which has almost become a common knowledge among netizens.
The potential advertising effect brought by this common sense to everyone is also very good.
It's like when you buy a band-aid, you often think of Bondi, and even many places call the band-aid directly Bondi.
This will lead to other band-aid brands, you will spend ten times more advertising money than Bondi, and you will not have the same publicity effect.
……
Nanshan Semiconductor became the No. 1 semiconductor company in China.
After Cao Yang officially announced this news, it was quickly posted on the Internet by various media.
SMIC, which has always been concerned about the movements of Nanshan Semiconductor, naturally noticed this news for the first time.
"Lao Yang, do you think we need to be very aggressive like Nanshan Semiconductor to add new semiconductor factories?"
As the CEO of SMIC, Wang Anguo's mood at this time is very complicated.
SMIC has worn the hat of No. 1 in China for many years, and now it has been thrown away by itself.
The point is that after losing it, he doesn't have much confidence to get it back.
"Mr. Wang, I think everyone's situation is actually different."
As the COO of SMIC, Yang Bingning naturally has to fully consider the overall operation situation.
Every new chip factory is burned out with money.
With the improvement of chip technology, the construction cost of chip factories is also increasing.
In this case, if you are desperate to expand production capacity, it is easy to fall.
Yang Bingning saw a lot of similar cases when he was studying MBA.
"Nanshan Semiconductor's chip business not only has the foundry business for Huawei HiSilicon and other companies, but also has its own business of design, production and sales."
"Even their chips, only some of them are sold externally, and most of them are consumed in the various subsidiaries of Nanshan Group."
"Nanshan Automobile Group, Honor Technology Group, these companies have a huge demand for chips."
"Their own brother companies alone can let Nanshan Semiconductor expand its production capacity."
"In addition, they are also constantly competing for orders with other chip companies, and the demand for production capacity is naturally stronger."
When Yang Bingning said this, Wang Anguo did not refute it.
EVEN HE PICKED UP HIS LATEST HONOR4, LOOKED AT THE HONOR WATCH HE WAS CARRYING, AND THEN LOOKED AT THE HONOR PAD ON THE DESKTOP, AND HE COULD FEEL HOW MANY CHIPS HONOR TECHNOLOGY HAD CONSUMED IN THE PAST TWO YEARS.
Smartphones have become a major consumer of chips in the world, and they are ahead of the computer and automotive industries.
This situation can be regarded as only appearing in the past two years.
"The various companies of Nanshan Group are indeed very powerful, and an Honor mobile phone can sell 10 million units every month."
"Coupled with other products such as PAD, it strongly supports the confidence of Nanshan Semiconductor's expansion."
Wang Anguo sighed and had to admit that everyone's situation was indeed different.
Whether SMIC wants to expand production mainly depends on the foundry business needs of customers.
In fact, his own initiative is not particularly big.
But Nanshan Semiconductor is different, and there are many more choices.
"I heard that their people are already in contact with the relevant personnel here in the imperial capital, and are preparing to build a large-scale semiconductor factory in the imperial capital as well."
"At that time, they will have bases in the Imperial Capital, the Demon Capital and Yangcheng, and their influence will be even greater."
As soon as Yang Bingning said this, Wang Anguo's mood was even worse.
SMIC also has production plants in several places in China, but its local influence is not very large.
Many locals don't know that SMIC still has a factory there.
But Nanshan Semiconductor is different.
Thanks to the improvement of the influence of the entire Nanshan Group, the popularity of Nanshan Semiconductor has been higher than that of SMIC.
……
"Mr. Cao, we BYD are also ready to invest in a semiconductor factory specializing in the production of IGBT, which will complement the products of Nanshan Semiconductor in the future, so that the semiconductor components on the car can be localized."
Wang Fu was also invited to participate in the event today.
After all, Nanshan Semiconductor and BYD Semiconductor have always cooperated.
Now the two sides even have a joint venture fab.
His position today is directly behind Cao Yang.
So when Cao Yang finished speaking, and when the other leaders spoke, Wang Fu whispered to Cao Yang.
There are so many semiconductor components in automobiles that it is impossible for any one company to produce them all.
There is no need to produce like this.
There is a specialization in the art industry, and each enterprise specializes in several directions, which is obviously a more suitable plan.
In this regard, Cao Yang naturally agrees.
"It's a good idea, IGBTs will be used more and more in electric and hybrid vehicles in the future."
"With the rapid development of domestic new energy vehicles, the demand for IGBT and other components must be rising rapidly."
Cao Yang knows that BYD has never given up on the semiconductor business.
However, BYD Semiconductor's positioning is different from Nanshan Semiconductor.
They mainly produce related semiconductor components around the needs of BYD Group.
The same is true for IGBTs.
After all, Wang Fu has always hoped to make BYD a car company specializing in the production of new energy vehicles.
As long as it is a new energy vehicle, it is impossible to leave the IGBT component.
So investing in a factory dedicated to the production of this type of parts is something to look forward to.
"Yes, IGBT has application scenarios in many fields such as automobiles and high-speed rail, and most of the current domestic IGBTs need to be imported from manufacturers such as Infineon, not to mention the high price, and the supply is not very stable."
Wang Fu has obviously suffered some losses in the years of battery and car business.
When some things need the cooperation of foreign manufacturers, the efficiency is really indescribable.
Even every time I send a mass email to a foreign customer, I can receive one or two automatic replies with the theme of "I'm on vacation".
This kind of automatic reply email in China often writes that if there is an emergency, please contact us directly by phone.
But many foreigners don't have this habit.
I'm just telling you that I'm on vacation, and it's not convenient to reply to emails during my vacation.
As for calling?
People don't just say don't call me when I'm on vacation, but they think it's a basic workplace practice.
At least that's how it looks like in many countries.
For example, here in China, many companies have taken vacations that are similar to working from home.
Every once in a while, I'll send you a few email bombardments or phone bombardments, which will make you tired of it.
I have to say that this kind of thing can really be considered to learn from other people's practices.
"If there is no problem with the performance of the IGBTs produced by BYD Semiconductor, Nanshan Automobile Group will use all BYD Semiconductor products in the future."
Cao Yang was naturally able to roughly guess the purpose of Wang Fu's conversation with him.
In my impression, BYD's IGBT in later generations is doing well.
Cao Yang doesn't mind working together in this area for a while.
After all, it is indeed impossible for Nanshan Semiconductor to produce every type of semiconductor component by itself.
That's not the most economical thing to do.
Unless there is no domestic manufacturer of this component that can be produced, at that time, in order to solve the problem of stuck neck, Nanshan Semiconductor will begin to consider its own production.
Otherwise, there are obviously some good manufacturers in China, so why bother to roll them over and roll people to death.
"Thanks to Mr. Cao's support, most of the equipment in our IGBT factory is produced by Nanshan Equipment, and the other half is developed by ourselves."
"It can be said that although the equipment is all localized, the performance is not worse than that of Infineon and other companies."
"The most important thing is the automotive-grade IGBT, and our Huaxia has the most abundant application experience."
"So even Infineon's technology is about to be surpassed by us in IGBT."
"It's just that many companies are used to continuing to use Infineon's IGBTs."
Wang Fu is obviously very confident in the IGBT made by his own technicians.
This semiconductor component is not simple at all.
Power semiconductors are a subdivision of the semiconductor industry, and although they are not as well-known as integrated circuits, their importance cannot be ignored. IGBT is a kind of power semiconductor, as the "CPU" in electronic power devices and systems, the main force of high efficiency, energy saving and emission reduction.
IGBT is very suitable for use in converter systems with DC voltage of 600V and above, such as AC motors, inverters, switching power supplies, lighting circuits, traction drives and other fields.
In the cost composition of new energy vehicles, the largest head is, of course, the power battery, and the second highest is IGBT.
IGBT has a high threshold, which has long been monopolized by Infineon, Fuji Electric, etc., and in terms of market competition, Infineon occupies an absolute leading position, with a market share of 35.6% for module products and a market share of 32.5% for discrete device products.
Domestic IGBT companies are now mainly doing well in BYD Semiconductor and CRRC.
Wang Fu now obviously wants to further develop and expand the IGBT industry.
"It's true, to have a good product, you also need to have customers who are willing to use it."
"In this piece, Nanshan Automobile Group and BYD can cooperate well."
Cao Yang followed Wang Fu's tone and also pulled some business for his group.
In the future, BYD Semiconductor will give priority to purchasing chips and other parts that BYD Semiconductor can't make by itself.
"No problem, we can even sign a strategic cooperation agreement to jointly promote the business development of semiconductor components."
……
When Cao Yang and Wang Fu were chatting about IGBT, Xu Jun, who was sitting not far away from Warwick, was also communicating with Zhang Jing about the semiconductor business.
"Academician Zhang, I think the 28-nanometer chip technology can already meet the needs of more than 80% of the products."
"At present, it is possible to build a few more factories of this level on a large scale."
"In this way, all mobile phone chips, computer chips and other chips used in consumer electronics and automobiles can be localized."
"Nanshan Semiconductor can also become comparable to the existence of chip giants such as Intel and Infineon."
Although Nanshan Semiconductor is now the largest semiconductor company in Huaxia, due to the rapid development of Honor Technology Group and Nanshan Automobile Group, in fact, most of Nanshan Semiconductor's production capacity has been digested within the group.
As the sales of Honor Technology's various products continue to increase, Xu Jun is a little worried that the production capacity given to Huawei will not be enough at that time.
After all, the development speed of Huawei in recent years has also been very fast.
The demand for chips is naturally growing explosively.
It would be embarrassing if there was no way to supply chips in time because of insufficient production capacity.
"We are already in action, and the new factory will be officially confirmed."
"At that time, the Imperial Capital Factory will be the largest of our factories."
"At the same time, the Modu side is also taking the initiative to start land acquisition to prepare for our new generation of semiconductor factories in the future."
"They are even going to do the work of three links and one level directly."
There is nothing special about this information that needs to be kept secret, at least not for Xu Jun.
So Zhang Jing didn't hesitate to tell him some arrangements of Nanshan Semiconductor.
Huaxia's demand for chips is very large, and Nanshan Semiconductor is really only meeting part of the market demand now.
Of course, some manufacturers are not so enthusiastic about purchasing chips from Nanshan Semiconductor.
This requires a process to let everyone know how good Nanshan Semiconductor is.
"The semiconductor industry is a proper high-tech industry, which also has a great role in promoting the development of the local economy and can attract a large number of high-end talents."
"Whether it's the Imperial Capital, the Demon Capital, or the Yangcheng side, they must all want to introduce more semiconductor factories."
"However, even if Nanshan Semiconductor builds a new factory in the imperial capital and the magic capital, it is estimated that it may not be able to fully meet the market demand, right?"
Xu Jun felt that Zhang Jing's plan was still too conservative.
Look at the world's leading chip giants, which one doesn't have more than a dozen factories?
Some even have dozens of factories.
With the current volume of Nanshan Semiconductor, there is no need to worry about overcapacity.
"There is indeed such a possibility, and we are also doing some medium and long-term planning internally in combination with market demand."
"However, all our equipment is procured domestically, and the construction period of the new plant can be compressed to one year."
"This is something that other chip giants can't do."
"So we can build a new factory according to the changes in market demand, so as not to lay out the capacity in advance and then idle there."
Zhang Jing is not such a radical person.
In his opinion, the development speed of Nanshan Semiconductor has been very fast.
There is no harm in being properly steady.
Otherwise, the foundation is unstable, and there may be some chaos at that time.
"That's right, there may be a relatively long ramp-up phase for factories with new technologies."
"But with mature process factories, this process can be greatly reduced."
"In the future, the chips designed by Huawei HiSilicon will be handed over to Nanshan Semiconductor for production after meeting the needs of the joint venture factory."
"When the time comes, please Academician Zhang, you will give priority to ensuring our supply."
What Zhang Jing said was not unreasonable, so Xu Jun didn't insist on anything.
Of course, it is naturally necessary to take this opportunity to ask Zhang Jing for priority supply.
Otherwise, there are more and more customers looking for Nanshan Semiconductor to help with foundry, and their own needs are getting bigger and bigger, and their production capacity can't keep up, it will be embarrassing.
In the discussion between the two of them, the commissioning ceremony of Nanshan Semiconductor's new factory in Yangcheng ended smoothly.
However, the impact of this incident has only just begun.
(End of chapter)
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