Chapter 770 The escalating encirclement and blocking, the big action of photoresist

"Mr. Cao, if someone really asks us to buy equipment for the production of 14-nanometer chips, will we sell it or not?"

Pan Jinxing thought of a problem that he would face immediately after the official announcement.

Although Intel, Infineon, these European and American chip giants will not easily find Nanshan Equipment to buy chip production equipment, but that is in the past.

Now that Nanshan Equipment can produce the world's most advanced equipment, the situation is naturally different.

Maybe people will change their minds.

"Sell!"

"Why don't you sell it?"

"If you can afford it, sell it!"

Cao Yang gave his opinion again without any hesitation.

Although Nanshan Equipment and Nanshan Semiconductor have preliminarily completed the technology of 14nm process, it does not mean that other manufacturers are much behind.

Intel estimates that it will be able to come up with similar chip technology a year or two later.

In this case, there is no need to do anything to prohibit the sale of equipment to the outside world.

Not to mention ruining his reputation, he also missed the best opportunity to make money.

Anyway, it's a big deal to delay the delivery cycle appropriately, so that they don't have the possibility of successfully surpassing Nanshan Semiconductor.

"It is true that it can be sold, and only if we sell equipment can we kill ASML's competitors."

"Otherwise, no matter how well we develop, the impact on them will be very limited."

Zhang Jing also supported Cao Yang's decision, feeling that the equipment could still be sold to the outside world.

Otherwise, only Nanshan Equipment itself was suffering losses, but instead made a wedding dress for Asmarc.

You can't do anything that harms yourself and others.

Soon, after Cao Yang and the others discussed, Nanshan Equipment and Nanshan Semiconductor officially announced together that they had mastered 16-nanometer chip technology.

This time, it is directly like dropping an atomic bomb in the semiconductor industry!

14 nanometers!

This is a technology that no semiconductor company in the world has yet developed.

Even companies such as Intel and Qualcomm have claimed that they are working on 14nm technology, but they have not announced that they have done it.

Now Huaxia is quietly saying that he has done it, isn't this scared to death?

On Intel's side, it's the first fryer!

"Pat, how much truth do you think there is to this news?"

Otellan walked around the office, full of anxiety.

Intel has always regarded AMD as its biggest competitor, and everyone's main product is computer CPUs.

But now the industry is changing faster and faster.

For example, Apple designs its own computer CPUs, and then finds TSMC and Samsung foundries.

For example, Samsung also designs its own CPU, and then produces and processes it for its own use.

The situation of Honor Technology in Huaxia is similar to that of Samsung.

These changes have had a very big impact on the computer CPU market.

For a long time, Intel has been able to rely on its leading technology to maintain the first position in the market.

For example, every computer that uses Intel chips will put the Intel label next to the keyboard, thinking that this is an act that can enhance the brand power of the computer.

If Intel's chip technology is not the most powerful, then there may be fewer companies looking for Intel to buy chips in the future.

This is definitely something that Otellnine cannot accept.

"This thing is really surprising, but I can't find a reason for Nanshan Semiconductor and Nanshan Equipment to lie."

"They're not public companies and don't need to rely on this good news to push up the stock price."

"They don't have much performance pressure and don't need to use this program to market their products."

"Even they don't have the pressure of research and development, because the 28-nanometer technology mastered by Nanshan Semiconductor is already the most advanced chip technology in China."

"Even if you eat the old book, you can eat it for several years."

Pat's answer disappointed Otellen.

What I hope to hear is that Huaxia's enterprises are really fake, and some suspicious places are cited.

At that time, Pat directly said that the news was true.

This made Otellan even more uncomfortable.

"When will our 14nm chip technology be developed?"

Ou Dening took a deep breath and felt that since others had already broken through, Intel had to break through as soon as possible, otherwise the days ahead would be troublesome.

"According to the progress of the goal, it is expected that a breakthrough will not be made until the year after tomorrow, and then large-scale mass production will be carried out in 2015."

As soon as Pat said this, Otellening was immediately dissatisfied.

Nanshan Semiconductor has now broken through 14nm technology, and will officially start producing this high-end chip at the end of next year.

As a result, it will take another two years for my own company to do it.

For the chip industry, in two years, the daylily has been cold.

Otellan definitely couldn't accept this result, so he said: "We must speed up the progress of research and development, and we must make a breakthrough next year and enter large-scale mass production the year after next." ”

"At the same time, we have to join forces with other chip companies such as Deyi to find a way to delay the mass production time of Nanshan Semiconductor's 14-nanometer chips."

Intel must be unwilling to let the 14-nanometer chip technology be broken through by a Chinese company, which is simply a disaster.

This is something that Otellnine absolutely cannot accept, and it is also a situation that Intel's board of directors does not want to see.

"This is indeed a good communication with other peers, I believe that everyone does not want Nanshan Semiconductor to put the 14nm chip into mass production so quickly."

In terms of suppressing Huaxia semiconductor companies, Pat and Otellin's views are absolutely highly consistent.

Other American companies think about the same thing.

So soon, Intel, the chip giant, took the initiative to contact various companies to discuss a good way to deal with Nanshan Semiconductor.

At the same time, as a chip equipment giant, ASML is also anxious.

The chip industry alliance created by Nanshan Equipment has made ASML very uncomfortable before.

But in a good way, ASML's technology is not lagging behind, at most the cost is higher.

Whether it's TSMC, Samsung, or Intel is building a new factory, it still continues to purchase lithography machines from ASML.

But this time it's a different story.

Nanshan Equipment and Nanshan Semiconductor jointly announced that they had completed the 14-nanometer chip technology, which is still good?

This means that Nanshan Equipment's technology in lithography machines has surpassed ASML, which is absolutely a catastrophic thing.

In the past few years, ASML has relied on the highest level of lithography machine technology in the world, but it has lived a very moist life.

Especially through various technology iterations, ASML has successfully eliminated several lithography machine manufacturers in Dongying.

It is almost about to monopolize the advanced lithography machine market.

As a result, since Nanshan Equipment began to engage in lithography machines, this monopoly situation that had just been formed was immediately broken.

This annoyed Asmir.

So before, they jumped up and down, pushing the United States to sanction Nanshan Equipment, and it was indeed successful.

But who knows that even in this case, Nanshan Equipment can actually come up with a more advanced lithography machine.

It's a nightmare.

"Pete, now the company has reached a critical moment of life and death."

"Nanshan Equipment not only has a much lower production cost of lithography machines than us, but now even the lithography machine technology is better than ours."

"We've got to figure it out right now."

After Christopher saw the official Weibo released by Nanshan Equipment, he felt that the sky was about to fall.

How did Nanshan Equipment get the 14nm technology so quickly?

This breakthrough is not so fast normally.

Although the semiconductor industry follows Moore's Law, the further it goes, the slower this development becomes.

For example, the evolution from 28nm to 14nm is because the threshold is relatively high, so many companies have chosen 22nm or 20nm as the transition.

As a result, Nanshan Equipment dried up the 14-nanometer chip equipment in one go.

It's really out of common sense.

"Christopher, I'm sure it's not just us who are surprised by this news."

"Whether it's Infineon, STMicroelectronics, Intel, AMD or other companies, they don't want to see that happen."

"The semiconductor industry is one of the most advantageous industries in the West, and there is absolutely no room for error."

"To a certain extent, Nanshan Equipment and Nanshan Semiconductor have achieved the world's No. 1 position, and the road is coming to an end."

As ASML's R&D director, Pete is not so anxious now.

Because he found that he couldn't roll up the Nanshan equipment.

In the past year, he also inquired about the work style of the people in Nanshan Equipment.

As soon as it was time to get off work on ASML's side, everyone didn't want to wait for a minute, so they immediately turned off their phones and left work.

But on the side of Nanshan equipment, it seems that getting off work is the beginning of the second half of the day.

On the day of 955, there are still two hours of rest in between.

How is it possible to spell 996?

Even when the project was tight, some people on the Nanshan equipment side directly rolled up to sleep on the marching bed in the company.

This is absolutely impossible on the ASML side.

Therefore, Pete feels that he should no longer be anxious at this time, but should find a way to deal with Nanshan equipment from another dimension.

To a certain extent, his thoughts are basically the same as those of Intel.

"Whether it's Nanshan equipment or Nanshan semiconductor, they are already sanctioned enterprises."

"Even if we can work with Intel and other companies to further promote the escalation of sanctions, there is no way to change the current passive situation."

Christopher was a little confused about where Pete's confidence came from.

Obviously, his eyebrows have already been burned, but he is still so calm.

Does he think that what Nanshan Equipment said on Weibo is fake?

Impossible!

"Yes, further promotion of sanctions against Nanshan Equipment and Nanshan Semiconductor may not have much impact on their development."

"After all, their main market is in China."

"But if we can start from some of the raw materials used in the chip processing process and find the weakness of Nanshan Semiconductor, then it is difficult to say whether Nanshan Semiconductor can successfully produce 14-nanometer chips in the end."

As soon as Pete said this, Christopher immediately became interested.

"Tell me specifically, what is the best plan?"

"As long as it is feasible, I will communicate with the people of various chip companies later, and we will find a way to deal with Nanshan equipment and Nanshan Semiconductor, and maintain our chip industry together, so as not to be violated by barbarian forces."

Although Pete is a person engaged in research and development, he has more twists and turns in his stomach than Christopher, the president.

There are many examples in the past that have made Christopher aware of this.

So when I asked the other party for advice, he didn't look embarrassed at all.

"Photoresist!"

"In the process of producing chips, photoresists need to be used."

"As far as I know, the photoresists used by various semiconductor companies in China are mainly imported."

"The global photoresist market is basically monopolized by Dongying and American companies."

"As long as Nanshan Semiconductor bans the sale of photoresist, not only will they not be able to successfully mass produce the latest 14-nanometer chips, but even the chips that are already in production may be discontinued."

Pete immediately mentioned an area that Christopher hadn't considered before.

Photoresist banned?

That's a really good point to look at.

Although photoresist is far less famous than lithography machines, the threshold for research and development is not low at all.

Before producing photoresist samples, photoresist manufacturers need to purchase lithography machines for in-house formulation testing, adjusting the formulation based on the validation results.

The price of lithography machines, especially EUV lithography machines, is very high.

This has led to a high threshold for photoresist research and development.

"There should also be companies in Huaxia that can produce photoresist, right?"

Although Christopher was looking forward to Pitt's proposal to have a good effect, he was also worried that the higher the expectations, the greater the disappointment.

"Huaxia does have some companies that have started to study photoresist for a long time, but there are many types of photoresist, and they have only mastered some relatively low-end models."

"Most of the high-end models need to continue to rely on imports."

"Although I'm not sure how many kinds of photoresists need to be imported from Nanshan Semiconductor, I believe that 100% localization must not have been achieved."

Pete gave his judgment with great certainty.

"There are many performance indicators of photoresist, and it is very difficult to develop them, such as resolution, adhesion, contrast, sensitivity, corrosion resistance, surface tension, exposure speed, pinhole density, step coverage, etc., which are all factors that need to be considered during research and development."

"The selection of photoresist and the development of photoresist process is a long and complex process, and Toei's Tokyo Oika and JSR, Sumitomo Chemical, plus DuPont in the United States, basically occupy more than 70% of the photoresist market."

In order to further boost Christopher's confidence, Pete continued to add his own analysis.

Even he explained to Christopher the specific application of photoresist in chip processing and production, so that he could start acting as soon as possible and find relevant parties to promote the ban on photoresist sales.

After figuring out the situation, Christopher was naturally very positive.

Soon, ASML's ideas coincided with those of Intel and other manufacturers.

Driven by a number of European and American semiconductor manufacturers and equipment manufacturers, coupled with the United States and Dongying and other places, they did not want China's semiconductor industry to develop so fast.

In their opinion, Huaxia should make shoes and clothes well.

High-end stuff, leave it to them to produce.

So, even if it's Christmas soon, they're still campaigning for it.

And in order to achieve the best effect, the same measures were also announced at the same time.

It can be said that compared to the previous ban, this time the intensity has become greater.

So as soon as this ban came out, Huaxia immediately fried the pot.

"Mr. Cao, the Americans have gone too far, and in order to limit the development of our semiconductor industry, they have done everything they can."

Zhang Jing came to Cao Yang's office as soon as possible to discuss the solution.

After all, as the person in charge of Nanshan Semiconductor, he knew that part of the company's photoresist was purchased from Dongying's company.

Although it is not purchased from the same company, Toei's JSR, Tokyo Oika, Shin-Etsu Chemical, and Fuji Electronics are basically the main sources of photoresists for Nanshan Semiconductor.

Only some of them are procured by Nanshan Chemical and domestic suppliers.

Now that the United States is pulling Dongying to come out with such a show, it has indeed had a great impact on Nanshan Semiconductor.

"How long will our photoresist stock last?"

Cao Yang knew that this ban would have a greater impact on Nanshan Semiconductor.

Therefore, it is necessary to find a way to let Nanshan Chemical speed up the research and development of photoresist.

Fortunately, Nanshan Chemical has been developing photoresists over the years, and some models have been used in Nanshan Semiconductor.

So if you give it a certain amount of time, it's not impossible to get it.

Now it's up to you to see if there's enough time.

"It's only about three months, and if we can't find a replacement material within three months, then our factory will have to shut down."

Zhang Jing's face suddenly became heavy.

But now the United States is starting from photoresist, which is an excipient that must be used in the production process, which is more troublesome.

"Three months should barely be enough."

Cao Yang took a deep breath and was ready to personally take the people of Nanshan Chemical to work on photoresist together.

Otherwise, Nanshan Semiconductor, which has invested so much money, would fall like this, which is something that the whole of Huaxia cannot accept.

Even for Huaxia's semiconductor industry, it is a historic regression.

"Mr. Cao, three months may not be enough."

"Not to mention anything else, just the various raw materials used in photoresist have high barriers."

"For positive photoresists, they are mainly composed of resins, photoinitiators, solvents and other additives."

"Resins are used to polymerize different materials in the photoresist to form the backbone of the photoresist, which determines the basic properties of the photoresist, such as hardness, flexibility, and adhesion."

"Photoinitiators, including photosensitizers and photoacid-producing agents, are the key components of photoresist and play a decisive role in the sensitivity and resolution of photoresist."

"The solvent is the largest component of the photoresist, and the purpose is to keep the photoresist in a liquid state, but the solvent itself has almost no effect on the chemical properties of the photoresist, but it is a relatively easy link to handle."

"Finally, there are additives, which include monomers and other additives, which have a regulatory effect on the photochemical reaction of photoinitiators, and additives are mainly used to change the specific chemical properties of photoresists."

"Nanshan Chemical can now produce some of these raw materials, and some domestic manufacturers can also produce some of them, but some of them need to be imported from abroad."

Zhang Jing obviously also has a good understanding of the situation of photoresist.

It is precisely because he knows the difficulties that Nanshan Chemical has not achieved 100% localization of photoresist before, so he is not as strong as he urges.

Now that the United States is using this thing as a means to deal with Nanshan Semiconductor, it can be regarded as pinching Zhang Jing's lifeline.

Otherwise, he wouldn't be so nervous and angry.

"Everything is difficult at the beginning, Nanshan Chemical has already started, and things are not so complicated."

"If it's a big deal, we'll stop production for a few months, and I'm sure we'll be able to find a solution."

Cao Yang can't use too many words to convince Zhang Jing that he can follow Nanshan Chemical to get the photoresist done.

After all, Huaxia has been working on this thing for more than ten years, that is, it has done some low-end photoresists.

High-end photoresists almost all still rely on imports.

Changing this situation is not usually something that can be done in a few months.

"That's the only way, I'll contact other semiconductor companies later, and see if I can transfer some of the photoresist from them."

"Then I also went to various traders to snap up their inventory, so that our out-of-stock time could be delayed as much as possible."

Zhang Jing knew that there was no better way at this time, so he could only bite the bullet.

At this time, it will test the attitude of various manufacturers in the industry towards Nanshan Semiconductor.

For the time being, the United States and Dongying only imposed a ban on the sale of Nanshan Semiconductor, and did not directly ban the sale of all Chinese companies.

After all, other people's businesses still want to make money.

If you ban all sales, the company won't be happy.

"You can give it a try, see the truth in adversity, and see who is willing to help you."

Cao Yang did not stop Zhang Jing.

It doesn't hurt to let him hit the wall.

(End of chapter)