Everyone is very clear about the importance of the chip industry.

In this industrial chain, chip equipment and related raw materials are the core of this industry.

On this basis, the chip industry can be developed and expanded.

Of course, companies such as TSMC and Samsung, even if they do not produce chip equipment and related raw materials, will not affect their development and growth.

In this regard, it is definitely not something that Nanshan Semiconductor can compare with them.

At present, Nanshan Semiconductor has suffered many losses in equipment and raw materials, although it was finally successfully solved, but it has also sounded the alarm for many enterprises and relevant departments.

At this time, Pan Jinxing, on behalf of Nanshan Equipment, pulled the main equipment manufacturers of the chip industry alliance, coupled with the help of Huawei and other companies, the relevant departments soon introduced a new policy.

The "Support Measures to Support the Development and Growth of the Semiconductor Industry" and the "Audit Requirements for Imported Chip Production Equipment" were announced on the same day.

The first policy is for chip manufacturers to purchase production equipment from domestic related enterprises, and the relevant departments will give you a certain amount of financial support, which is equivalent to reimbursing you for a part of the equipment investment.

Although the amount and proportion of the subsidy vary depending on the equipment.

However, the subsidies are not small, and local enterprises are also encouraged to give relevant tax incentives.

In this case, it is definitely good news for domestic chip equipment manufacturers.

The second policy is even more powerful, which is equivalent to the import of relevant equipment from overseas by domestic chip manufacturers in the future, which needs to be approved.

Regardless of whether it ultimately affects their equipment imports, at least the efficiency of equipment procurement has been greatly reduced.

Of course, this is also deliberately done by the relevant departments, otherwise everyone will not be enthusiastic about the use of domestic equipment.

If the domestic equipment technology is not good, then this policy will definitely be detrimental to the development of the industry.

But now that the domestic chip equipment has completely kept up with the international mainstream level, some companies continue to use foreign exchange to purchase high-priced imported equipment for one reason or another.

In particular, some enterprises are still state-owned enterprises, and this practice should be seriously examined.

If you apply to purchase an ASML lithography machine, not to mention whether ASML sells it to you, it still needs to be reviewed and approved by the relevant domestic departments.

When the time comes, the review time will drag you for a few months or even a year and a half, which can definitely make you very devastated.

It can be said that the policy promoted by Pan Jinxing and others is definitely a super good for the domestic chip equipment industry alliance.

In the future, the domestic semiconductor chip equipment market will basically be theirs.

Other overseas equipment giants, unless they have their own unique advantages in some special models, it is difficult to have any advantages in terms of delivery cycle and cost.

"Mr. Cao, with this wave of policies, I think the domestic chip equipment industry can be officially developed and expanded."

"In the past, it was all relied on Nanshan Semiconductor to pull the development of relevant equipment manufacturers there, and in the future, we can rely on market forces to guide their development and growth."

Pan Jinxing is very satisfied with the policies he has single-handedly promoted.

The influence of academicians, if you don't make good use of it, you can't feel its power.

Nanshan Equipment has made a lot of contributions in China over the years, and Nanshan Semiconductor has been building the world's most advanced 14nm process chip factory.

This makes the relevant departments full of confidence in the development of the domestic semiconductor industry.

Otherwise, there would never have been such a policy.

After all, in the context of the development of the market economy, this kind of policy is very likely to be criticized by a large number of people.

"Whether it is China Micro Semiconductor or Modu Microelectronics, their products are already more advanced than those of Dongying equipment manufacturers."

"Not to mention our own."

"In this case, many semiconductor companies still have to choose more expensive imported equipment, which is their servility."

"It's not good to put a little pressure on them, they don't have the consciousness to support the development of the domestic chip equipment industry."

"Although there is still a big gap between the technical level of other semiconductor industries in China and Nanshan Semiconductor, the demand for equipment is very huge."

"The United States has come up with some special measures to deal with us at every turn, and we can also use the strength of relevant departments to promote the development of the industry."

"In the past, I didn't think this kind of action was very good, but now that I think about it, as long as it is good for the development of the industry, it is a good thing."

Pan Jinxing felt that he was too strong a scholar before, and he should be more mercurous.

Otherwise, in the face of shameless international manufacturers, you will suffer a loss.

"It is true that we can borrow a good amount of strength, and we may not need a lot of policy and financial support, but some other enterprises in the industry that are not so large, if there are no support policies that have been thought of, the pressure to develop and grow is very great."

"The chip equipment industry alliance can also take this opportunity to recruit some new members."

"At the same time, we can also support the development and growth of some potential manufacturers."

"Not every company has to make a complete set of equipment, and it is also possible to produce some core components."

Cao Yang feels that it is necessary to support the development and growth of some manufacturers specializing in the production of a certain part, which is actually very important for the entire chip equipment industry.

For example, the manufacturer of laser heads, although the parts are small, but it is very meaningful to do a good job.

Another example is the manufacturer of a certain tool or fixture, although it is not conspicuous at all, but it can exert a great influence at critical moments.

These are all important things, but it is difficult to attract everyone's attention in normal times.

"That's true, I went back to communicate with Mr. He of Modu Microelectronics and Mr. Yin of China Micro Semiconductor, and we will work together to support several professional parts manufacturers."

Pan Jinxing is naturally able to realize the importance of Cao Yangti's matter.

A large piece of equipment requires more parts than a car.

In this case, whether it is Nanshan Equipment or Modu Microelectronics, it is impossible for them to produce 100% of the components of the equipment by themselves.

Then it becomes very important to purchase qualified and advanced components from which manufacturer.

Why is Dongying's strength in the equipment industry very strong?

One of the important reasons is that they have a large number of small specialized parts enterprises in China.

The number of employees in these enterprises may be less than a hundred, and the annual turnover is not very large, and the global reputation is not high.

But in specific professional fields, their strength is very strong.

One or two companies like this may not have much influence, but if there are a series of companies like this, the impact will be great.

And with the dialogue between Cao Yang and Pan Jinxing, Modu Microelectronics and China Micro Semiconductor also have some other ideas.

"Mr. Yin, the relevant departments have now issued such a good policy to support the development of the domestic chip equipment industry, and I think the demand for various chip processing equipment should have an explosive growth in the future."

"With the current production capacity of our two factories, it is likely that there is no way to fully meet the market demand."

"This year, Nanshan Equipment has built a new factory in Chang'an City, I think it is possible to refer to the model of the chip industry equipment industrial park in Yangcheng and build a similar industrial park in Chang'an City?"

He Guangming invited Yin Zhiqiang, general manager of China Micro Semiconductor, to have dinner at the Peace Hotel.

These two companies can also be regarded as Huaxia's existence in the chip equipment industry, second only to Nanshan Equipment.

In the past two years, it has attracted attention from all sides, and the company's development has been very fast.

Not only has it successfully won various honors and subsidies, but the company's operating conditions have also improved year by year.

"Your idea is very good, we already have successful cooperation experience in Yangcheng, and it will not be very difficult to build a new one now."

"Just this time, Nanshan Equipment also hopes that everyone will work together to support the development and growth of a group of powerful secondary suppliers."

"When the time comes, we can invite these secondary suppliers to settle in the industrial park, which will be more convenient for us to develop new equipment together in the future."

Yin Zhiqiang was naturally able to understand whether He Guangming's proposal was good or bad.

We develop together to form a complete industrial chain, so that we can enjoy the greatest dividends.

It's like opening a restaurant, and it's best to get together and open it.

Otherwise, the lonely family will be cool nine times out of ten.

The reason why many professional markets in later generations can survive under the impact of e-commerce is because all kinds of enterprises of the same type can attract enough customer flow after they are gathered together.

This is very important.

"The industrial strength of Chang'an City is still very strong, and many equipment can be found in the local supporting manufacturers."

"In addition, this time we will go there to build an industrial park together, which will definitely drive a group of suppliers to develop together in the past."

"It can even be used to identify suppliers who are willing to grow and evolve with us."

When He Guangming said this, Yin Zhiqiang couldn't help but nodded.

Many secondary suppliers of equipment are not only a single factory, but have several manufacturers of the same type.

In the end, it is worth thinking carefully about who to choose to cooperate with in depth.

Those companies that are willing to follow the pace of your development are obviously more worthy of support.

Otherwise, if you help a white-eyed wolf out, it will be a reprieve.

"Then let's go to Yangcheng together, have a good chat with Nanshan Equipment, and then call on other companies within the chip industry alliance to develop together?"

Both of them have no opinion on this plan, so it must be implemented as soon as possible.

Supportive policies have been introduced, and import restrictions are about to be implemented.

In this case, the spring of domestic chip equipment manufacturers will definitely come soon.

If you don't act as soon as possible, it will be very uncomfortable to watch a large number of orders slip out of front of your eyes when the time comes.

He Guangming and Yin Zhiqiang didn't want to miss such an opportunity.

……

For Huaxia's chip equipment manufacturers, the new policy is definitely a great joy worth celebrating.

But for the international equipment giants, this is a big downside.

"Pete, when will our lithography machine technology surpass Nanshan equipment?"

Christopher, as the president of ASML, naturally knew the latest policies related to chip production equipment announced by Huaxia for the first time.

Obviously, the introduction of this policy is very bad news for ASML.

He didn't know what to do.

In the past, when there was no Nanshan equipment, Asmir was not afraid of death.

If you have money, I can not sell equipment to you.

But now the situation has changed.

ASML's lithography machine is no longer a rigid need for Huaxia.

The lithography machine purchased by Nanshan equipment is not only cheap, but also subsidized.

The purchase of ASML's lithography machine is not only expensive, inconvenient after-sales, but also needs to be reviewed by relevant departments.

The key is when the review can be completed, which is simply a question that no one knows.

Then many of the semiconductor companies in Huaxia are state-owned enterprises.

For them, it is a non-negotiable matter to strictly implement the policies of the relevant departments.

At that time, everyone will definitely not take all kinds of risks to continue to buy imported equipment.

Unless there is no similar equipment in China, it must be imported from overseas.

Christopher clearly wants to make ASML that kind of business right now.

"The structure of the lithography machine is very complex, and the further it develops, the higher the technical threshold."

"The lithography machine of Nanshan equipment has been able to produce 14-nanometer chips, we don't want to say surpass, it is to reach the same level, and there are still some places that need to be improved."

Pete's answer made Christopher's heart cold.

If the technological leadership is lost, then ASML will really have a hard time in the future.

The vast market full of prospects in Huaxia has nothing to do with them.

The key is that at present, the most powerful expansion of the chip industry around the world is Huaxia.

"Are we going to give up the Chinese market like this now?"

Christopher's face was full of anger, obviously not accepting this result.

When did Asml be forced to be so aggrieved?

"Previously, American companies such as Intel and Apple were suppressing Nanshan Semiconductor."

"And if you want to completely suppress Nanshan Semiconductor, you must suppress Nanshan Equipment."

"They also agree with this truth."

"During this time, they should have thought of a lot of other ways to encircle and suppress Nanshan Equipment or Nanshan Semiconductor."

"I think I can talk to them again?"

Pete felt that this matter still had to be found in the United States.

Otherwise, ASML would not have been able to do it by his own strength.

Christopher, however, is not so optimistic right now.

"They have been investigating this matter, such as helium and other inert gases, which are also raw materials with a relatively high proportion of China's imports."

"But these gases are not only produced in the United States, but also exported in large quantities by polar bears and other countries."

"So they are still struggling with whether to deal with Nanshan Semiconductor in this field."

"Other than that, you can only do it on some software."

As soon as Christopher said this, Pete immediately added: "I think the entry point of software is also very good." ”

"Although there is no way to kill Nanshan Semiconductor immediately, it is very possible that they will not be able to develop rapidly."

"Especially in the field of chip design, there is no way to complete the relevant design work without the corresponding software assistance."

"Although some of the software used by Nanshan Semiconductor may have been developed by themselves."

"But the main software must have been purchased from outside, and we can let the American side start from this aspect."

Pete's aggressive promotion of software encirclement measures is obviously because there is no suitable solution in other fields.

And compared with other solutions, this entry point from software has not been used before.

He felt that there was a high probability that Nanshan Semiconductor had not made too many preparations.

"Do you think you can get good results by starting in this direction?"

Christopher looked at Pete suspiciously, always feeling that it should be difficult for software to restrict Nanshan Semiconductor.

"It must be difficult to completely restrict people."

"But if you drag them back, it should be no problem."

When Pete said this, Christopher was slightly disappointed.

But I finally have a new idea.

He can talk to companies like Intel and push them to take some new measures.

……

At a time when ASML is like a headless fly trying to change the current situation, not every company in China is happy to see the introduction of new policies.

"Mr. Wang, will the equipment of our new factory continue to be purchased from overseas like the previous factory, or will we consider using all domestic equipment?"

Yang Bingning found himself now facing a thorny problem.

Most of SMIC's equipment is imported from overseas, the lithography machine is ASML, the etching machine is Tokyo Electron, and some other equipment is basically imported.

If these equipment need to be imported further, it will need to be declared in the future.

The point is that he is not confident enough to get approval from the relevant authorities right now.

It would be a pity if the plan to build a new plant was affected because of approval issues.

"Can those domestic equipment really meet our production needs?"

Even now that Nanshan Semiconductor has all used domestic equipment to build a new factory, Wang Anguo does not believe that domestic equipment manufacturers can meet their needs.

He has always advertised that his company closely follows the production process of TSMC and Samsung, and will not easily use domestic equipment in accordance with the international advanced level.

But now the situation has changed.

"If you want to be satisfied, you can naturally be satisfied."

"After all, Nanshan Semiconductor has been used on a large scale for several years."

"The latest 14nm chip industry is said to be all using domestic equipment, and there is no imported equipment."

"So at this time, if we use the reason that domestic equipment cannot meet our needs, it should be difficult to get everyone's recognition."

Yang Bingning didn't dare to lie in this regard, and he would not be able to withstand scrutiny when the time came.

Some of SMIC's shareholders have state-owned backgrounds.

Now that the relevant departments have announced new policies, if SMIC does not implement the policies well, the pressure and doubts from shareholders will make the positions of Yang Bingning and Wang Anguo unstable.

But deep down, neither of them wants to use domestic equipment.

In their opinion, even if the domestic equipment can meet the requirements in terms of performance, there is still a gap with the imported equipment in terms of stability and quality.

For example, imported etching machines may not need to be repaired from the time the factory is put into production to the time the factory is shut down, as long as the daily maintenance and inspection are carried out.

However, it is likely that there will be no problems in the first year of domestic equipment, and the problems in the first two years will not be big, but various problems will begin to appear one after another.

Yang Bingning has heard a lot of real cases in other industries.

In fact, in some parts of the equipment industry, this situation does exist.

Even not only on the device, but also on some terminal consumer products, there is a similar situation.

For example, Daikin's air conditioner, the refrigeration effect of others is better than that of some Chinese manufacturers.

The same cold wind blows on your head, and people are not so easy to catch a cold.

This gap cannot be completely denied.

Another example is hair dryers, some imported big brand hair dryers, the wind that blows out does have its own uniqueness in terms of wind speed and wind direction.

"Then can we start from the maintenance of the equipment, and tell the shareholders that the new factory will use similar equipment to other factories as much as possible, which is conducive to our maintenance."

Wang Anguo is still thinking about making a final struggle.

However, Yang Bingning's words dispelled his illusions.

"Domestic chip equipment manufacturers such as Nanshan Equipment have done a very good job in after-sales, and they can even arrange engineers to serve on site for a long time."

"So it's probably unreasonable to deal with shareholders with maintenance issues."

"The most important thing is that the company has been losing money in the past few years, and the high amortization of equipment is a very important reason."

"The use of domestic equipment can directly reduce equipment investment by more than 30%, and you can also apply for 5% ~ 10% equipment investment subsidies from relevant departments."

"In this case, most shareholders should support the use of domestic equipment."

SMIC is, after all, a company.

As a business, making money is the main purpose.

There is a clear opportunity to make money, but it is necessary to choose a plan to lose money, which is definitely not recognized by shareholders.

Therefore, in the end, Wang Anguo had no choice but to ask Yang Bingning to arrange relevant personnel to formally contact domestic chip equipment manufacturers such as Nanshan Equipment, and began to communicate specifically about the purchase of equipment needed for the new factory.

As SMIC, which has been sitting in the position of the boss of Huaxia Semiconductor for many years, although it has now been surpassed by Nanshan Semiconductor, it can only be the second.

However, SMIC began to choose to use domestic chip equipment in an all-round way, which still has a very great impact on the entire Huaxia semiconductor industry.

After all, no matter how much domestic equipment Nanshan Semiconductor used before, it can be said that it supports its own group brother companies.

But SMIC is different.

Whether it is voluntary or forced, this means that the Huaxia semiconductor industry has begun to formally accept Nanshan equipment and accept domestic equipment manufacturers such as Modu Microelectronics and China Micro Semiconductor.

There is policy support, the use of Nanshan Semiconductor, and the leading enterprises in the industry such as SMIC.

Other semiconductor companies such as Huahong and Unisplendour have also officially begun to fully adopt domestic production equipment.

With the blessing of the policy gift package, the spring of Huaxia semiconductor equipment industry is officially here!

(End of chapter)