Chapter 772: Tough Counterattack, Big Fund Established
"Mr. Cao, the situation is not very optimistic, whether it is SMIC, Huahong and Unisplendour, or some other semiconductor companies, there is no intention of transferring photoresist to us at present."
"But in fact, photoresists are imported from Dongying or the United States, and most of them are in stock for about three months, considering the import cycle."
"By freeing up some of it for us, we can not only make an extra profit, but it will not affect their production."
"It's a pity that these companies are afraid of being implicated by us, and none of them are willing to help."
Zhang Jing came to Cao Yang in a depressed mood and gave him feedback on his communication and investigation.
After all, there is not much time left for Nanshan Semiconductor now, and no matter what you do, you need to have results as soon as possible.
"It's normal that these companies themselves are highly dependent on various raw material manufacturers."
"It's simply not going to give up working with those manufacturers anytime soon."
Regarding the results of Zhang Jing's report, Cao Yang was not surprised at all.
It would be strange if everyone was willing to lend a hand.
After all, the rise of Nanshan Semiconductor is actually not a good thing for other chip manufacturers.
At least they themselves don't think it's a good thing.
To a certain extent, people wish you would fall down quickly.
How is it possible to give you charcoal in such a situation?
It's already good if you don't fall into the ground.
"Shall we think about another way to see if there are other channels that can buy photoresist?"
"For example, buying related products through a third country?"
Zhang Jing still hopes to be prepared with both hands to ensure that even if Nanshan Chemical can't catch up with the progress, Nanshan Semiconductor will not stop production.
Otherwise, the knock-on effect would be too great.
The entire line of Honor Technology's products will basically be discontinued.
The full line of Nanshan auto parts products is almost out of production.
This is almost the biggest crisis since the establishment of Nanshan Group.
Sometimes he couldn't even understand where Cao Yang's confidence came from, and he was still so calm in the face of such a harsh situation.
Is this the fearlessness of the ignorant?
"I heard that the export audit of photoresist in the United States and Dongying is very strict this time."
"You make a little fuss, maybe there is a way."
"But I am afraid that it will not be possible to buy on a large scale."
Cao Yang thought that when AI chips were banned in later generations, the situation was actually similar.
It is completely possible to transport dozens or hundreds of slices through human flesh in a small way.
But it is very difficult to buy tens of thousands, or even hundreds of thousands, of tablets on a large scale.
The situation is similar for photoresists now.
As long as the relevant manufacturers take it seriously, Nanshan Semiconductor really has no way to get a sufficient amount of photoresist from them.
Without waiting for Zhang Jing to say anything further, Mi Ying pushed open the door of the office and said, "Mr. Cao, the relevant departments have just suddenly announced the "Semiconductor Industry Development Fund", and the first batch of 10 billion funds will be officially in place today. ”
"Then the person in charge of the big fund just said at the press conference that the first investment project of the big fund will target the raw material of photoresist."
"Domestic mainstream photoresist manufacturers may be able to get financial support from large funds."
Mi Ying quickly told Cao Yang and Zhang Jing about the news she had just received.
Obviously, there is definitely a reason why the relevant departments suddenly came up with a large fund related to the development of the semiconductor industry at this time, and chose photoresist for the first project.
Combined with the fact that Nanshan Semiconductor was jointly sanctioned by the United States and Dongying during this time, the reasons behind it are about to come out.
"At the same time, at the press conference of the Imperial Court, the spokesman also strongly condemned the practices of the United States and Dongying on photoresist, and the wording was much tougher than before."
"Combined with the establishment of the big fund, this should be a strong support from the relevant departments for us, and it is also a tough resistance to the practices of the United States and Dongying."
Mi Ying further added a piece of news.
This surprised Cao Yang.
In the past two days, he has basically been busy with the development of photoresist in Nanshan Chemical, and he really hasn't paid much attention to the changes outside.
He did not receive some actions from relevant departments such as big funds in advance.
"Mr. Cao, the support of relevant departments is strong enough, and if domestic enterprises invest enough money and manpower, photoresist will definitely be able to be made sooner or later."
"It is estimated that it will be the turn of Dongying and the United States photoresist companies to be nervous."
"I think I can take this opportunity to see if I can directly deceive them, and see if they are willing to take the initiative to let go?"
Although Zhang Jing is now also very optimistic about the localization prospect of photoresist.
But after a lifetime of semiconductors, he knows too well how difficult it is to make breakthroughs in these basic raw materials.
Perhaps with a bit of luck, a certain material broke through in a matter of months.
Maybe bad luck, a certain material will not be able to break through for several years.
Basic materials research is often full of uncertainties.
"Don't try again, they're not so bold at this time."
"We are the first to announce a breakthrough in 14-nanometer chip technology, which should touch the bottom line of international chip giants."
"We used to be chasing all the time, and then it was their turn to catch up behind."
"How could they possibly accept this situation?"
Cao Yang saw it very thoroughly.
Sometimes you can't leave anything to chance.
If people want to kill you, then I'll tell you that I can live well without you.
I'm better off even without you.
In the future, the cost of photoresist produced by Nanshan Chemical itself will definitely be greatly reduced.
At that time, the price of chips produced by Nanshan Semiconductor will be more competitive.
Maybe other semiconductor companies have also begun to look to Nanshan Chemical to buy related photoresists.
The monopoly of the United States and Dongying in this field is about to become a thing of the past.
Even Cao Yang is ready to officially announce one or two research results to the public in a few days.
Even if it's just some research directions, you can disclose them appropriately.
Let those photoresist companies also be nervous.
My life is not good, and you should not think about it.
We all went through this difficult time together, and then I started to live a good life and ruined your jobs.
……
The big money moves fast.
In the next few days, several companies that develop and produce photoresists were inspected, and then the corresponding investments were announced.
The minimum investment capital starts at 100 million, which is very large.
Lai Yuanhong also quickly received relevant contacts, and the big fund gave a plan to invest 1 billion yuan in Nanshan Chemical, accounting for 5% of the shares.
Or let Nanshan Chemical directly apply for 100 million support funds.
The two roads are left to Nanshan Chemical to choose, and it can be said that the conditions are not favorable.
"Mr. Cao, considering the scale of Nanshan Chemical at this stage, the big fund has invested 10 billion, but as long as it has 5% of the shares, the conditions are very good."
"After all, our Nanshan Chemical is not like Nanshan carbon fiber and Nanshan special steel, which have developed and grown."
"In the past few years, Nanshan Chemical has been in a state of near loss, and it has not fully developed and grown."
"Of course, from a long-term perspective, the valuation of our Nanshan Chemical will definitely rise to more than 20 billion."
"So big funds don't actually lose money."
Lai Yuanhong reported the situation to Cao Yang more objectively.
Of these two options, he is also a little unsure which one he should choose.
"The future prospects of Nanshan Chemical will definitely be very bright, I am very sure of this."
"However, the people in the relevant departments have indeed given a lot of support this time, and it is not a bad thing for us to let them make some money."
"In the future, the big fund will try the sweetness of Nanshan Chemical, so that it will have more enthusiasm and strength to invest in more semiconductor industry."
"This is definitely good for the development of the entire Huaxia semiconductor industry."
Cao Yang did not refuse the investment of a large fund this time.
People are kind-hearted, if they are so ignorant, it is estimated that some things will not be so positive in the future.
So at this time, it is not a bad thing to take this 10000000000000 to burn it, so that the relevant departments also have a classic case of assistance.
In the future, after the scale of Nanshan Chemical grows, it will be impossible for other companies to invest 200000000000000000000000000000000000000000000000000000000000000
"This is also the case, the big fund was introduced so suddenly, which can be regarded as the greatest support for us."
"Then I'll contact the other party later, and arrange the follow-up related work as soon as possible."
Although Nanshan Group is not short of money, if Nanshan Chemical can raise funds by itself, Lai Yuanhong must want to raise funds by himself.
Otherwise, I can't raise my head within the group.
……
Naturally, these actions of the big fund can't be hidden from the outside, and people have no intention of hiding it.
Therefore, the two parties directly made an official announcement on their respective official micro-accounts for this investment matter.
This time, it immediately attracted the attention of many people.
"Mr. Wang, the relevant departments strongly support Nanshan Semiconductor this time, we did not resell photoresist to them, will people settle accounts after the autumn when the time comes?"
SMIC's Yang Bingning came to CEO Wang Anguo's office a little worried.
Settle accounts after the fall? “
"How do you settle accounts after the fall?"
"I also called Ziguang and Huahong to confirm, and they also rejected Nanshan Semiconductor's unreasonable request."
"It's the United States and Dongying who want to deal with them, and they have opinions to go to the United States and Dongying."
Wang Anguo obviously didn't put Yang Bingning's reminder in his ears.
In his opinion, there is nothing wrong with what he does.
Besides, SMIC and Nanshan Semiconductor are originally competitors.
In many foundry businesses, SMIC needs to grab orders from Nanshan Semiconductor.
In this case, what does he have to worry about how Nanshan Semiconductor will see himself?
Is it possible to expect your competitors to like you?
That's impossible.
"That being said, but Nanshan Equipment is now the chairman of the domestic chip equipment industry alliance, if they really get 14 nanometers, or even further master more advanced semiconductor production equipment in the future, then should we buy them in the end?"
"Once the international chip giants change their minds and want to find Nanshan Equipment to buy related equipment, our situation will be relatively passive."
Taking precautions, Yang Bingning, as the COO of SMIC, feels that he still needs to take a long-term view.
Otherwise, maybe there will be something stuck in the hands of Nanshan Group.
After all, in terms of influence in China, SMIC is definitely not comparable to Nanshan Group.
Even SMIC can't even compare to a subsidiary company like Nanshan Semiconductor.
"The United States will not allow companies like Intel to purchase equipment from Nanshan Equipment, and they will die with the same level of production equipment."
"Otherwise, their dominant position in the chip field in the future will not be able to be maintained completely."
"They can't afford this result."
I have to say that Wang Anguo's vision is not bad.
He also saw these fundamental issues quite thoroughly.
After all, the current international environment has undergone some subtle changes compared with ten years ago.
Wang Anguo feels that this kind of change will become more and more obvious in the future.
Even in the future, the United States will have more extreme measures to deal with Nanshan Semiconductor, and he will not be surprised.
After all, a company like Nanshan Semiconductor, which has to handle equipment and raw materials within its own group from design to production, cannot find a similar case in the world.
The growth of this kind of enterprise is a great threat to the United States.
Yang Bingning saw that Wang Anguo's attitude was so resolute, and he couldn't say anything more.
I have fulfilled all my obligations.
It doesn't make much sense to say more.
……
"Ayang, Nanshan Semiconductor's photoresist is now only a few months in stock, and Dongying and American photoresist companies are now very serious about implementing the encirclement and suppression policy."
"In this case, can we Nanshan Chemical really get the relevant photoresist within 3 months?"
Fang Sisi has not been too involved in the business of Nanshan Semiconductor and Nanshan Chemical, but she has been called by many people to inquire about the relevant situation in the past few days.
Some people also want to euphemistically confirm the real difficulties of Nanshan Semiconductor through her.
After all, if a company as big as Nanshan Semiconductor is really shut down, the impact will be huge.
"It's not a big problem, and some progress has been made now."
"The photoresist production process is complex, requires a large amount of capital investment, and has a wide variety and small amount, which increases the difficulty of photoresist research and development."
"And photoresist manufacturers usually have a close relationship with upstream raw material suppliers for joint research and development, which poses an obstacle to the market development of new entrants."
"In addition, the material ratio of the photoresist is very important for its performance, which requires a lot of empirical data to verify the most suitable high-precision material ratio."
"So we haven't made a breakthrough in high-end photoresist materials over the years."
"For Nanshan Chemical, these problems are actually not a problem."
"The photoresist we have developed can meet its mass production needs by supplying it to Nanshan Semiconductor alone."
"In addition, we have developed some photoresist products in the past two years, and we have accumulated a lot of empirical data."
"Now it's just a matter of focusing on tackling key problems again, doing what others do in a month a week, and it's not an exaggeration to do it in three months."
Cao Yang's face was full of confidence.
This made Fang Sisi's worries alleviate a lot.
After all, although the amount of this thing is not so huge, without it, the chip really can't be produced.
If the chip cannot be produced, the impact will be great.
"It's good to be able to do it, it seems that in the past few years you have been promoting the 100% localization of various equipment, parts and raw materials, and this is really the right path."
"I feel that on the whole, the relationship between Huaxia and the United States is still very good, but I didn't expect that because we have made a breakthrough in semiconductors, the other party can do such a thing."
"In the future, with the growing strength of China's economy and science and technology, will there be more and more similar things?"
Fang Sisi is not like Cao Yang, who has seen the actions of the United States in later generations.
So she still doesn't understand the changes now.
"No matter who becomes the boss, they don't want to be surpassed by the second one."
"No matter who is the second child, they will be suppressed by the boss."
"Dongying back then, wasn't he also beaten by the United States."
"So in the future, the United States will make more moves against us, and that's an inevitable thing."
When Cao Yang said this, he was definitely full of confidence.
It's all about to happen, and no one knows it better than him.
"So should we keep a low profile and develop it, or should we simply be a little more high-profile so that they don't dare to deal with us easily?"
Fang Sisi felt a little confused now.
It seems that the enterprises under Nanshan Group have been targeted a bit in recent years.
"We've grown to this scale, and we can't even keep a low profile."
"So it's better to fully understand the reality and accept the reality."
Cao Yang gave his judgment very directly, and this reply made Fang Sisi a little disappointed.
However, facts are facts, and disappointment is useless.
As if in order to further respond to the blockade of the United States and Dongying, Cao Yang asked Nanshan Chemical to publish his latest results on the official website.
[ArF photoresist has been successfully developed and is about to enter mass production]
As soon as this news came out, it immediately caused a very big shock in the circle of the semiconductor industry.
ArF photoresist has been the most reliable and widely used lithography light source in the semiconductor process.
After 2000, with the assistance of new technologies such as immersion lithography and multi-lithography, the ArF lithography system has broken through the bottleneck of the previous 65nm resolution, and the ArF lithography technology is still the most widely used in the semiconductor process technology between 45nm and 10nm.
Therefore, although the technical threshold of ArF photoresist is not as high as that of EUV photoresist, it is also a high-end product in photoresist.
In the past, various semiconductor companies in Huaxia had to import such photoresists from Dongying or the United States.
Now Nanshan Chemical suddenly said that it had done this type of photoresist, and many companies that produce photoresist immediately panicked.
"President, Huaxia's Nanshan Chemical announced that it has developed ArF photoresist, they have already mastered a part of the g-line photoresist, i-line photoresist and KrF photoresist, and now have the production capacity of ArF photoresist, then it is getting closer and closer to breaking through the blockade of photoresist."
As the head of the sales department of JSR, Saitomon has been paying attention to the changes in the Chinese market during this time.
The United States and Dongying companies have made a blockade plan for the ban on photoresist sales for Nanshan Semiconductor, and JSR, as a major photoresist manufacturer, is naturally involved.
Not many people know about this company in Huaxia, that is, some people in the semiconductor-related industry have contact.
In fact, its strength is very strong, JSR was originally called Dongying Synthetic Rubber Co., Ltd., established in 1957, its products cover various categories of photoresists such as G/I line, KrF, ArF (dry/wet) and EUV photoresists, and it is the world's leading manufacturer of photoresists.
From immersion ArF photoresists to EUV extreme ultraviolet photoresists, JSR has played a pioneering role in every technological change in photoresists.
At present, JSR photoresist has a global market share of about 13%, and semiconductor photoresist has a market share of about 28%.
It's amazing that a company can do it at such a level in the world.
"How can they be developed so quickly?"
"According to the information you investigated before, didn't Nanshan Chemical only start to enter the field of photoresist two years ago?"
Kawahashi apparently had a hard time accepting that Nanshan Chemical had mastered the KrF photoresist.
In its opinion, KrF photoresist is a very difficult type of photoresist.
This kind of material is not something that can be researched by Chinese enterprises at all.
Otherwise, they wouldn't dare to sell this glue at such a high price, and it costs more than 10,000 yuan per liter, which is like grabbing money.
"Nanshan Group is a special existence in Huaxia, and they have made technological breakthroughs in many fields, which has brought great harm to many enterprises."
"For example, Fanuc, their machine tool CNC system was lost most of the market by Nanshan equipment."
"Then there is carbon fiber, Nanshan carbon fiber is now the first manufacturer to master T1200 carbon fiber, the technical level is the world's first, and the production capacity is also the world's first."
"In terms of high-speed rail bearings and high-speed rail axles, NTN and other enterprises have no way to survive by Nanshan Group."
"So this time they were able to develop a KrF photoresist, and I think we still need to pay attention to it."
Obviously, Saitomen believes that Nanshan Chemical dares to officially announce that he has mastered the KrF photoresist technology, that is, he has really mastered it.
Otherwise, it's going to be a joke then.
However, as soon as he explained this, Kawahashi was convinced that he was about to be depressed.
JSR is mainly divided into two business divisions, the petrochemical division and the fine chemical division, of which the fine chemical division includes semiconductor materials, display materials and edge computing materials.
In the field of semiconductor materials, products include photoresists, CMP materials, packaging and testing materials, etc., and display materials include LCD flat panel materials, reflective coating materials and other functional coating materials.
Of all these products, photoresists, which are semiconductor materials, are the most profitable products.
It can be said that the photoresist project alone contributed 30% of JSR's net profit.
If the photoresist is dried up, it will not be easy in the future.
"You go to communicate with the relevant departments, Huaxia has mastered the KrF photoresist technology, can our similar products be sold normally?"
As a raw material manufacturer, JSR is not too enthusiastic about blocking Nanshan Semiconductor.
It's just that there are policies on top, and they have to enforce them.
The consequence of the current implementation is to force Nanshan Chemical to study various types of photoresists on its own, which immediately makes Kawahashi convinced to feel the disadvantages of this policy.
Don't end up Nanshan Semiconductor was not killed, JSR, a company that produces photoresist, was killed.
That's hilarious.
"I'll try my best, but this matter is led by the United States, and people probably won't listen to our opinions."
Saitomon said bitterly.
Nobuyoshi Kawahashi: ......
(End of chapter)