"Mr. Cao, Nanshan Chemical's photoresist production has not yet fully risen, so you will directly dry up the price of photoresist."

"JSR and Shin-Etsu Chemical, the former giants, turned out to be paper tigers."

Xu Jun has also been paying attention to photoresist during this time.

Since Nanshan Chemical officially announced that it has mastered a full set of photoresists for chip production, including EUV photoresists, the entire market has begun to change dramatically.

When Nanshan Chemical directly announced the parameters and guide prices of various types of photoresists, the market environment became even different.

The so-called giants such as JSR and Shin-Etsu Chemical have followed suit with price cuts.

I thought that through this method, Nanshan Chemical's photoresist could be nipped in the bud.

This reminded Cao Yang of an interesting case in the automotive industry in his previous life.

In 2008, BYD successfully developed ABS, which was previously supplied by Bosch at 2,000 yuan per set.

At this price, everyone will feel that it is too expensive, and it is no wonder that many models cannot afford ABS in the early days.

After learning that BYD had the ability to develop its own ABS, Bosch immediately negotiated with BYD and asked BYD to stop mass production.

BYD will naturally not agree to such an unreasonable request.

At this time, Bosch began to use the trick of reducing the price, adjusting the supply price of ABS to 800 yuan per set.

This price was lower than the cost of BYD's own production at that time.

The key is BYD's own ABS, in fact, the quality is not up to par, and many algorithms can't do anything.

However, in order to completely stifle BYD's ABS project and allow itself to monopolize the industry, Bosch directly reduced its sales price to the cost price.

In the end, BYD disbanded the ABS project team, and the members were assigned to other projects.

This is not the end, after a few years, Bosch wanted to increase the price of BYD's ESP, BYD did not speak, silently began reverse research and development, and finally successfully developed its own ESP.

Like ABS, BYD's own ESP, the performance of Bosch must still be far behind, and it is even an exaggeration to say that BYD's own ESP is basically electronic waste.

However, Bosch was still scared into a cold sweat, for fear that the appearance of BYD ESP would shake Bosch's monopoly position in this part.

So they immediately negotiated with BYD, and Bosch once again resorted to a trick to reduce prices, saying that it could supply BYD at cost price, and sell it to other manufacturers other than BYD at a high price.

Bosch's cost price is lower than BYD's, and its performance is even better, so BYD naturally chose to disband the ESP team.

Then Bosch continued to monopolize this part.

BYD didn't make any money, but it could make a lot of money on other OEMs, and the overall profit margin was not low at all.

This time, photoresist companies such as JSR and Shin-Etsu Chemical obviously want to use similar methods.

It's just that they are not as bold as Bosch, and they directly show the cost price as soon as they come up.

If JSR can directly reduce the price of EUV photoresist from 10,000 yuan per liter to 1,000 yuan per liter to sell, it is estimated that it will be difficult for Nanshan Chemical's EUV photoresist to sell to other customers in the short term in addition to selling it to itself.

That is to say, the scale of Nanshan Semiconductor is large enough to support the output of Nanshan Chemical.

Otherwise, it will be really difficult for Nanshan Chemical to deal with the price reduction tricks of JSR and other companies.

"These companies used to live too comfortably, and they have made easy money for so many years."

"Now that we are impacted, there is naturally enough room to reduce prices and want to strangle us."

"But they underestimated Nanshan Chemical's cost advantage."

Cao Yang is not afraid of JSR fighting a price war with him at all.

Normally, the chemical industry can maintain a profit margin of more than a dozen points, which is good.

It's not necessary to maintain a profit margin of a few hundred percent on every material, it's unrealistic.

Therefore, JSR will reduce the price, and Nanshan Chemical will follow the price reduction.

Until JSR didn't want to follow.

"You Nanshan Chemical can be regarded as a price butcher this time, and you directly lifted the table to prevent those photoresist giants from playing."

"I estimate that JSR and other companies hate the plan of the United States and Dongying relevant departments to encircle and suppress Nanshan Semiconductor."

"If they hadn't forced you like this, it is estimated that the progress of Nanshan Chemical's photoresist project would not have been so fast."

Xu Jun also has some understanding of the situation of Nanshan Chemical.

Although some photoresists have been produced before, the production is limited and the variety is limited.

For example, now, thousands of R&D personnel have been dispatched to specialize in the development of photoresist products in a short period of time.

Under this strength, any photoresist can be broken.

R&D from zero to one is very difficult, but from R&D from one to two, the difficulty drops by several levels at once.

Nanshan Chemical has experience in the research and development of photoresists, and there are also mature products in the industry for reference.

In this case, it is almost inevitable that the blockade will be broken in the short term.

Of course, Nanshan Chemical has this strength.

If SMIC and other companies are targeted in this way, it is estimated that they will have to wait for closure.

Or you are begging for mercy, admitting punishment, and waiting for someone to lead you by the nose.

"The United States always likes to make small moves, and feels that Huaxia should occupy the low end of the industrial chain as a matter of course, and does not want us to enter the high-end industrial chain."

"This situation is definitely not going to last forever."

It is estimated that the various enterprises in the Nanshan system have become the most hated enterprises by the relevant departments in the United States.

Every time there is some technology in China that breaks through the blockade of the United States, it is often related to the enterprises of the Nanshan system.

Over the years, because of Huaxia's breakthroughs in this area, many companies in the United States have made a lot of less money.

As a capitalist country, if you make less money for the business, you make the actual controllers behind the scenes in the United States make less money.

They must have to find various ways to deal with the enterprises of the Nanshan system.

Nanshan equipment, Nanshan carbon fiber, and Nanshan special steel, aren't they all targeted in this way?

Fortunately, the enterprises in the Nanshan system are competitive enough, and they are not afraid of others dealing with you!

"Indeed, not to mention anything else, the chip industry alone, Nanshan Equipment and Nanshan Semiconductor have made a very large contribution."

"In the past, 99% of chips relied on imports, but now this proportion is declining every year."

"In a few years, when the output of Nanshan Semiconductor comes up completely, and everyone slowly accepts your chips, then the external dependence of chips will soon drop to less than 50%."

"As for the chip production equipment, I estimate that it will soon be recognized by all chip companies and begin to achieve complete localization."

Xu Jun is now very optimistic about the development of Nanshan equipment and Nanshan semiconductors.

In the past few years, they have been targeted by the United States several times.

However, not only did it not stop the pace of development, but it developed faster and faster.

Such a company is too rare in China.

"Now our chip industry alliance has produced all the chip processing equipment, but many semiconductor companies are still using imported equipment."

"It will take some time for them to completely change their views."

Xu Jun mentioned the chip equipment, which made Cao Yang couldn't help but feel a little emotional.

Nanshan Semiconductor's production line must be purchased from China.

However, the equipment of SMIC, Huahong and other manufacturers is still mainly imported.

Even the newly invested factories this year have purchased a large number of imported equipment.

This situation is also quite speechless.

"We can work together to make some suggestions to relevant departments through the chip industry alliance to impose some additional tariffs on imported chip equipment."

"Even some special subsidy funds for the purchase of domestic equipment have been introduced to support the development of domestic chip equipment like the development of new energy vehicles."

Xu Jun's proposal immediately made Cao Yang's eyes light up.

Before that, he was unwilling to take advantage of the relevant departments.

After all, Nanshan Group is not short of money, and there is no need to get into trouble because of some funds.

However, if the relevant departments can introduce policies to make chip production equipment with technology and cost competitiveness popularized in China, this is obviously a good thing.

So he agreed to Xu Jun's proposal without any hesitation, and then immediately arranged for Pan Jinxing to be in charge of this matter.

While Cao Yang and Xu Jun were planning the chip industry equipment, the situation in the photoresist market was completely chaotic.

"Mr. Wang, we have done almost nothing, and the purchase price of photoresist has dropped by 70%."

"JSR didn't talk about signing long-term contracts, and directly said that the price of photoresist will drop by 30% in one month, 50% in two months, and settled at the current price of 30% in three months."

Yang Bingning was in a very complicated mood and chatted with Wang Anguo.

Although SMIC is also doing some verification and analysis of Nanshan Chemical's photoresist, it does not plan to use it.

However, the emergence of Nanshan Chemical has directly helped them save a lot of photoresist procurement funds.

This situation was something they hadn't thought of before.

"Haven't the companies in the Nanshan system always advertised that they rely on technology to get orders?"

"When did you actually engage in a price war?"

Wang Anguo has also been paying attention to photoresist in the past few days.

The current situation also makes him speechless.

I didn't guess the beginning, and I didn't guess the end.

"The price of photoresist from JSR and other companies has been reduced, and if Nanshan Chemical does not engage in a price war, it is impossible for us or other semiconductor companies to give up JSR and use a photoresist that has never been used before."

"So even if Nanshan Chemical's technology is relatively advanced, it is useless without price matching."

As soon as Yang Bingning said this, Wang Anguo didn't bother with this issue anymore.

However, how to deal with the enterprises of the Nanshan system in the future is still a big problem for him.

It's just that now he hasn't figured it out yet, so he can only choose to wait and see.

……

The changes in the photoresist industry are naturally seen by various chip giants.

Samsung also has a semiconductor factory in Huaxia and has also purchased photoresists from companies such as JSR.

This time the price reduction of photoresist, to some extent, they can also be regarded as beneficiaries.

But the people at Samsung are not happy at all.

"I didn't expect to be survived by Nanshan Semiconductor again this time."

"Their vitality is like that of cockroaches, they are too tenacious."

Lee Jae-rim was very disappointed and took a sip of coffee.

The bitter taste spread from the tip of the tongue and was bitter to the heart.

Originally, when the United States and Dongying were targeting Nanshan Semiconductor on photoresist together, he was very much looking forward to seeing the news of Nanshan Semiconductor's discontinuation.

In that way, Samsung will lose one of its biggest opponents in Huaxia.

Even the suspension of production of Nanshan Semiconductor will directly affect the development of companies such as Honor Technology.

At that time, Samsung will not only be able to sell better semiconductor components in Huaxia, but also expand its market share in products such as mobile phones and computers.

But he didn't have long to wake up from his dream.

No wonder he was in a terrible mood.

"The chemical material photoresist has also been conquered by Nanshan Chemical in such a short time, which is indeed beyond the expectations of many people."

"However, there are not many special things that have happened to Nanshan Group over the years."

"I think in the future, when dealing with matters related to Nanshan Group, we may have to consider looking at it from a different point of view."

Chai Hang can now be said to be wholeheartedly thinking about Samsung.

Although he vaguely felt that it was not so easy to stop production of Nanshan Semiconductor, his expectations were not so high.

But when he really saw Nanshan Semiconductor survive, he was still in the same bad mood.

"The United States is too discouraged, can't it find some more targeted solutions?"

"Every time I deal with companies such as Nanshan Semiconductor, I can easily get it done."

"In the long run, who will be afraid of their punishment in the future?"

Lee Jae-rim couldn't help but have some resentment towards his friends in the United States.

He knew that this time the action was carried out, and American chip companies such as Intel, Apple, Deyi, onsemi, and Micron were all involved.

Originally, he thought that so many giants would join forces to deal with Nanshan Semiconductor, and they could definitely kill it.

Unexpectedly, not only did it not kill people, but it made people's lives more comfortable.

In the future, the cost of purchasing photoresist by Huaxia chip companies has decreased, and the cost of producing chips has also decreased.

He is a little worried that one day Huaxia's companies will make chips the price of cabbage.

That's something that Samsung has a hard time accepting.

"I don't think the United States will easily give up on encircling Nanshan Semiconductor."

"We can also ask the headquarters to come forward and push this matter to see if there are other ways."

As soon as Chai Hang said this, Li Zailin couldn't help but nodded.

He plans to have a preliminary communication with the headquarters to see if he can find some new solutions to deal with Nanshan Semiconductor.

Otherwise, if you want to suppress Nanshan Semiconductor in the future, it will be more and more difficult.

This is a situation that Lee Jae-rim very much does not want to see.

(End of chapter)