Yike faces challenges, and Bingxin encounters a crisis.
But Yike's size is placed here, and Fang Zhuo's success over the years is placed here. Even if the company only releases news about the project, various places are flocking to it.
From the discussion at the General Office before the Spring Festival until May, with Fang Zhuo focusing on the ice core, the General Office finally voted to pass the project establishment resolution with a narrow margin.
This project is named "Kunpeng", which means the transformation of Kun into Peng, which is consistent with part of the transformation the company is considering.
Fang Zhuo quickly felt the enthusiasm here except for Beijing, Shanghai, and Luzhou. The higher authorities were promoting subsidies. There was a trend abroad. If a company like Yike failed, it might be version 0 of Bingxin's urban industry.
But he tried his best to politely refuse. If he couldn't, he arranged for company executives to talk to him first. On the one hand, the market and supply chain were not mature enough. On the other hand, the company had just established the project. Although it had some technical reserves, it had truly become a system.
The transformation and replenishment still takes time.
The goal of the "Kunpeng" project after it has been decided by the general office is also very clear. It is based on research and development in stages, and will be measured based on various factors in the future.
Fang Zhuo can understand everyone's enthusiasm. No matter what, Yike will be a giant company. The impact of this strategic change is very considerable.
But after he concentrated on handling various well-meaning invitations, he still focused on the ice core.
When I was in Beijing, I talked about the overall situation, the shift of strategic focus, and the advanced technologies such as 28nm that should be guaranteed, but the ice core still had to be done.
On June 21, Fang Zhuo inspected the construction of the joint venture with Xinyang again after listening to the research and development progress of ice core and the resolution of recent problems.
This time, he was accompanied by Deng Yunxing, deputy general manager of Xinyang, to witness the launch of the verification platform.
From joint venture to construction to equipment procurement and now, the launch of the ArF photoresist verification platform in Luzhou can be described as light speed. Many steps are carried out simultaneously, and the core lithography machine is even the most advanced outside the EU.
NXT:2000i.
Deng Yunxing is now in charge of this joint venture. He heard the news from Bingxin before. When he heard that 2000i was going to enter the market, he felt confused. Although it was "just" DU, ASML had not been officially launched on the market. How could this happen?
Already...
Only when he actually saw this machine did he learn more about the whole story. It was transferred from SMIC.
Only then did Deng Yunxing realize that the words in Jianghu were not lies.
The core is ice core, and the branches are connected with the same air!
Although such a machine is also very valuable to SMIC, they still took it out without covering it up. This shows the close relationship between the two companies.
As long as Mr. Fang speaks, no one can shake the close relationship between the two families, not even SMIC!
In addition to ASML machines, Xinyang Luzhou Factory also purchases Nikon's NSR series photolithography machines, which are also extremely advanced, but compared to the former, they are not surprising.
The core equipment is gorgeous, and the equipment and systems such as glue coating, development, baking, cleaning, and environmental control are also all state-of-the-art.
As far as Deng Yunxing knows, this is the only one in China.
He clearly felt Mr. Fang and Bing Xin's eager expectations, but...
When asked by Mr. Fang, Deng Yunxing could only remain cautious with regret.
"We can't set a time. We can only say we will try our best. Mr. Fang, ArF photoresist has extremely high requirements on material purity, stability, and resolution. We have to try it little by little."
"Even if Japan benefits from long-term investment and industrial foundation, it sometimes takes several years to do customer verification."
"We... can only say we will do our best."
Deng Yunxing said twice that he would do his best. If possible, he would certainly be willing to vouch for it in front of Mr. Fang, but the reality really did not allow it.
Fang Zhuo was silent for a while and only said three words: "I understand."
When Deng Yunxing heard this short answer, he suddenly felt a little guilty and sad.
"But it's good to do your best. As long as you do your best, Bingxin, SMIC, and I will be able to keep investing. Japan's monopoly in this area in the past was largely due to the barriers faced by customer manufacturers." Fang Zhuo said calmly.
He said, "This threshold does not exist now, and the development situation is different."
In the past few years, Bingxin has organized joint ventures with manufacturers in this field to form a "core material" company for collaborative research, but at that time its focus was on improving its own competitiveness, so it was naturally impossible to conduct customer verification with core materials without any threshold.
Today, that stage has passed. What needs to be resolved now is not competitiveness, but substitution regardless of cost. The contradictions are different.
In fact, as long as ArF photoresist makes breakthrough progress, even if there are limitations in this area, the mediation space will be different.
Fang Zhuo asked again: "Mr. Deng, what do you think I can do now to help you?"
Deng Yunxing felt that Mr. Fang had done a lot and had enough equipment, policies, funds, etc., but this kind of research and development couldn't be rushed.
He said sincerely: "Mr. Fang, you have done everything you need to do, and there is nothing else. Let's just look at the progress of the next R&D and verification. 'Core Material' has made a lot of achievements in the past two years.
Keep moving forward on this basis.”
Fang Zhuo understood what Mr. Deng meant, but he still asked aggressively: "What if we can poach part of the team from JSR and TOK?"
JSR and TOK are Japan's leading photoresist manufacturers.
Just as Deng Yunxing was about to speak, he suddenly said "uh": "This...if this is the case, it will definitely be beneficial."
He wanted to say the effects of individual R&D personnel, but suddenly the word "part of the team" came to mind.
Immediately, he said: "I'm afraid it will be difficult to poach people from JSR and TOK."
Fang Zhuo frowned and nodded: "Let's give it a try. If you can't dig out the best, forget it. Unfortunately, my relationship with my Japanese friends was pretty good two years ago, but now there are some differences."
Deng Yunxing probably understood what Mr. Fang was referring to. Yike Optoelectronics was robbing Sony, and the public opinion there was uproar. In addition, manufacturers such as JSR and TOK themselves were very careful, and they didn't just poach them.
Fang Zhuo ended the topic and thought a little about the situation in Singapore. In order to avoid restrictions, the people he had poached from Nikon were there. If this continues, the scale there may not get bigger and bigger.
However, now it is restricted by the United States, but different countries are not all of the same mind. Everyone makes things to make money.
Like the Netherlands, they sold the 2000i to SMIC and borrowed it very proactively.
The market is already niche, and the behavior of being exclusive from customers is really not very marketable.
"It's very difficult, but we still have to keep doing it, Mr. Deng, don't worry, there will be tall people to hold up even if the sky falls." Fang Zhuo ended this inspection, still remaining calm.
These problems are not known from the first day, but the priority is different in different situations. The research and development of the ice core manufacturing process have been through it, as long as there is progress, it will be fine.
…
The problems in the semiconductor industry are trivial and difficult, and many times it is not just about spending money.
But in the Internet industry, money spent often yields very quick results.
Following the end of Uber's competition and the prediction made by its vice president before leaving China came true, Didi, led by Penguin, announced a reduction in subsidies, and there was news that Didi was considering accepting investment from Alibaba.
In the future, a merger between Kuaidi and Didi may not be ruled out.
Two years of unprecedented money-burning subsidies have finally left people numb.
First it was Duji, then Uber, and now Penguin. Although it still has good traffic, like Duji, the competition this time is electronic payment.
Although Penguin has upgraded its "Penguin Wallet", the mobile travel payment scenario is increasingly showing a siphon effect. It really cannot attract Alipay and Yipay.
It’s also a money-burning subsidy, and Penguin Investment’s Didi conversion efficiency is getting lower and lower. However, the other two companies are even stronger.
How to play this?
Penguin almost admitted failure in this area.
This latest development has the victor very excited.
Although the acquisition has not yet begun, Kuaidi has already started contacting the other party under Ali's instruction.
At the same time, Alibaba’s head Ma Dan also passionately commented on his opponents in the past few years at the Zhejiang Merchants Chamber of Commerce in the middle of the year.
"The current era is full of challenges, and development is really changing with each passing day."
"Three years ago, could you have imagined that Duji would be in such a situation today? What did it do wrong? At that time, some people also said that it did not pay attention to user experience, but you could have imagined that it would be caught in a weakness because of this. To carry out a strike?"
"The transition from computers to mobile is a transition full of opportunities and traps. Duji has not optimized itself well and has also fallen into a trap."
"What about Penguin? I think there are certain problems with its strategic model. It used to want to hold everything in its hands too much, but Yi Ke is much smarter and knows how to restrain and share."
When Ma Ren said this, he paused and continued: "However, a company as strong as Yike is also facing severe challenges now."
"I mentioned transformation and upgrading today just because we have to do the transformation and upgrading work before the challenges come, otherwise we will panic when the time comes."
"I have always believed that the domestic troika is two horses and one ox. Exports are horse-drawn carriages, investment is horse-drawn carriages, but domestic demand is definitely an ox-cart."
"We must use concepts to open up domestic demand and stimulate consumption. This is the role and opportunity of our enterprises."
"Internet + is a buzzword now, and it is a weapon for the development of the new era."
The head of Alibaba shared his views, and with his thinking, the entire group is indeed rushing towards Internet + and transformation and upgrading.
This chapter has been completed!