Before the Christmas holiday, Intel took the lead in convening a group of representatives from U.S. chip-related companies, including AMD, NVIDIA, and Qualcomm, to secretly hold a meeting in Silicon Valley.
Su Yehao received the news immediately. Johnny, the CEO of ASML, called him and the other party told him:
"According to Intel's plan, it hopes to sign an agreement on prohibiting technology monopoly, allowing you and us to promise that we will not establish technical barriers to immersion lithography machines and cut off the supply of new lithography machines to them."
"Oh? Where does Intel get the confidence to think that other companies will listen to its instructions?"
Due to the time difference, Su Yehao was woken up in the middle of the night and came to the study to communicate with the other party and calculate the possible impact of the whole incident.
Johnny, CEO of ASML, went on to tell:
"What Intel means is to move forward and retreat together. If you don't agree, then boycott our company's new products together, and perhaps intervene through Washington to strengthen the security of the supply chain."
"Qualcomm's chief operating officer attended this meeting, right? Did he tell you the news personally?"
"That's right, AMD and Texas Instruments have also contacted me respectively. They don't seem to support Intel's approach. They want to give us a favor by releasing the news, and give us priority in obtaining photolithography machines and low-nanometer chip production capacity."
Johnny spoke with a smile.
As a representative of a Dutch company, Johnny has suffered a lot in the United States. He used to ask his father to tell his grandmother to find customers and funds, but he was restricted by the United States at every turn.
Now it has become a "threat" in the eyes of the giant Intel, which is quite happy to say.
As a high-tech company, if it doesn't even have the foundation to make others fearful, then it basically means that it lacks core competitiveness and becomes second-rate or third-rate in the eyes of others.
Nowadays, these top semiconductor companies are paying close attention to the trends of ASML, which shows that this company, whose market value just exceeded 5 billion US dollars today, has truly achieved success, overpowering its Japanese peers and transforming itself into an industry leader.
Previously, ASML had some complaints about being controlled by Su Yehao.
At this moment, Johnny only felt that his original decision was absolutely correct, otherwise he would still be struggling in the shadow of Nikon and Canon, wandering on the edge of bankruptcy every day. He was really fed up with those days and never wanted to go back.
This is the phone.
After hearing this, Su Yehao smiled happily, sat at the desk, put his legs on the table, and told:
"By creating technical barriers and then taking advantage of other companies, this has always been what old and American technology companies like to do. However, when it was their turn to be restricted, they all started to panic. Well done, Johnny, I will make suggestions to the board of directors.
, I will give you a 30% salary increase next year. Remember to tell other employees that you will also get a salary increase of no less than 10% next year. You can discuss the details first."
"Wow, that's great news, I think they're going to have a great holiday."
The year-end bonus has been doubled and the salary increase will be calculated separately.
As CEO, Johnny's previous fixed annual salary was as high as US$1.2 million. After Su Yehao bought shares, it was increased to US$1.5 million.
If it is increased by another 30%, it will be further increased to 1.95 million US dollars. Compared with other performance bonuses, the fixed annual salary only accounts for a small part, but who would think that his salary is too high? Johnny is indeed very happy.
He then went on to say to Su Yehao: "Boss, you said in an interview with Xinlian Zaobao that if you don't provide Intel with lithography machines or do OEM work for them, Intel's products will fall behind. This matter
Maybe you scared them, what are you going to do?"
Su Yehao was still dozing off and replied calmly: "Wait a moment, I will contact you after I understand the specific situation..."
It has the ability to make Intel fall behind. This example is indeed too real.
To know.
Although ASML was previously allowed to join the Extreme Ultraviolet Alliance, there was not much cooperation between Intel and ASML.
Long before Su Yehao invested in ASML, Intel had just rejected the company's lithography machine products and sent large orders worth hundreds of millions of dollars to other companies without any regard for ASML's life and death.
As for Intel, it neither wants to see Gangcheng Microelectronics' production technology surpass its own, nor does it want to pay high foundry fees, so it wants to raise the banner and put shackles on Su Yehao.
Typically when you see a ripe peach, you jump out and want to pick it, regardless of whether you have watered or fertilized it.
It was arrogance not to care about ASML's life or death at the beginning, and it is also arrogance to suppress Su Yehao now. Fortunately, its reason for taking the lead in attracting allies is untenable, and Su Yehao has never meant to be a solitary person.
Companies including Micron Technology, Texas Instruments, etc. have successfully placed orders for immersion lithography machines. Bosch and STMicroelectronics in Europe have also taken the lead in signing OEM orders with Gangcheng Microelectronics Group.
Qualcomm, which had basically given up on building its own factory, turned around as a favor and informed Su Yehao of Intel's ideas. AMD representatives followed closely and also leaked the news.
AMD is not interested in lithography machines. It plans to abandon its self-produced and self-sold model and instead let Su Yehao's factory help with foundry manufacturing. The feud between AMD and Intel has been going on for many years. It wishes that Intel and Su Yehao would break up.
It was time for him to take over and take the lead in launching more advanced computer chips.
Intel probably didn't expect that within ten minutes of the plot ending, they would be sold by a group of allies and used as a pledge to please Su Yehao.
The so-called alliance was leaky from the beginning.
In this regard, I can only say that it is not that easy to be the big brother. Many companies have long been eyeing Intel's market share. AMD, for example, finally saw the hope of overtaking, and it was stupid to accompany Intel to find trouble.
Intel is right to take precautions and want to strengthen supply chain security. It is estimated that some elderly executives cannot understand the current situation and give random instructions.
Su Yehao only asked people to find a way to tell Intel that he already knew about this situation, which was regarded as expressing his position in advance and leaving room for relaxation.
Considering that the research on extreme ultraviolet lithography machines will soon be put on the agenda, he does not want to push anyone to a dead end and compete with others for new tracks. The tailwind situation he finally created may be possible again.
Something went wrong.
Moreover, Intel's order scale is very large, so how can it not keep up with the money?
Of course.
If Intel pretends to be stupid and has no point in showing anything, Su Yehao doesn't mind putting AMD's foundry orders at the front.
When ten and twenty photolithography machines are deployed to process AMD's new chips 24 hours a day, Intel's shareholders will probably burst into tears.
Extreme ultraviolet lithography machines are still too far away after all, and Su Yehao's advantages are quite obvious.
From a profit perspective, grabbing Intel's tail and extracting some benefits from them is what a mature businessman should do...