547 The First National Semiconductor Martial Arts Conference (4k)
"Mr. Gao, if you are willing to come back to Fuxin, Wanwan will lose a senior semiconductor senior, but it will also mean that it will be one step closer to the dream of China's DRAM industry!"
At this time, Lu Fei was standing at the exit of the station. From takeoff to landing, in just two hours, he followed the same routine as recruiting Liang Mengsong and did the same for Gao Qiquan, drawing cakes, adding money, and adding value.
"Mr. Lu, can you let me think about it?"
Gao Qiquan didn't dare to look directly into his eyes, fearing that after one more glance he couldn't help but agree, and he almost couldn't resist his charming people.
However, he was tricked into going to the Trisolaris Experimental Base, signed a confidentiality agreement, and was abducted by Mr. Lu to the most mysterious and important "Wall Facer" laboratory.
I saw Sun Hongjun wearing dustproof clothing and leading the way. He suddenly stopped, picked up a chip the size of a fingernail and said:
"This is our latest breakthrough in NAND flash memory chips. In addition to the Bics process, we have also found a gate-back TCAT process that connects the battery through a cylindrical channel. This only has 24 layers. In our vision, once
It can stack more than 100 layers. Mr. Gao, you are an expert in memory chips and you must understand the value contained in 3D flash memory technology!"
"This this……"
Gao Qiquan was immediately shocked. The first person to realize the breakthrough of NAND flash memory chips from 2D to 3D was neither Europe, America nor Japan and South Korea, but it was actually a composite core!
Is this Mainland Semiconductor, which is five or six years behind Bay Area?
If you hadn't seen it with your own eyes, you wouldn't have believed it.
But then I thought about it, and I felt like something was wrong. This kind of thing is a secret among secrets in any big factory. Is this a black technology that I, an outsider from Nanya Technology, can show off casually?
"Oh, we are going to officially announce it at this 'Semiconductor Innovative Products and Technology' award ceremony. In Mr. Lu's words, it is too backward and can be shown."
There was a hint of pride in Sun Hongjun's tone.
"Late, behind?"
Gao Qiquan's eyes widened. Do you call this backwardness?
Before his brain could react, he followed Lu Fei and others and came to two identical pieces of equipment. At first glance, he recognized them as plasma etching machines and was immediately shocked:
"Mr. Lu, this is also independently developed by Fuxin?"
"Yes, this is a domestic CPP etching equipment developed by a team led by our academician Professor Yin Zhiyao for more than 3 years. It is the first purely domestically produced equipment in the country, but it can only be used in the 130nm to 90nm process for the time being.
chip."
Lu Fei was wearing dustproof clothing. Although he couldn't smell the smell through his helmet, he still went up and took a sniff: "Although it is still behind the international level, our own machine just smells good."
"Hiss~"
Gao Qiquan took a breath of air. There are five core steps in chip production, which are photolithography, etching, diffusion, thin film, and measurement. Among them, photolithography requires a photolithography machine, while etching relies on an etching machine. In the etching machine
On the other hand, not to mention mainland China, even Wanwan mainly imports, so it was just made by Fuxin?
It has completely broken the monopoly of overseas giants!
Is this also backward equipment?
"Don't worry, there's still more inside."
Lu Fei raised the corners of his mouth and walked away like a tiger.
"besides?!"
Gao Qiquan swallowed his saliva. I am proud of Nanya Technology, which is backed by the Formosa Plastics Group and highly cooperates with global semiconductor giants such as Infineon and Qimonda. What a scene I have never seen before!
But after walking through the Wall-Facing Man Laboratory, Structural Materials Laboratory and other core experiments one by one, I went in and came out in a daze, as if Grandma Liu had entered the Grand View Garden——
I have never seen this scene before!
It is no exaggeration to say that one "black technology" is announced every year, and every year it is on the shortlist of "China Semiconductor's 30 Innovative Products and Technologies".
"That's it."
Lu Fei walked around, went to the exit of the experimental base, took off the hood of his dust-proof suit and said, "Mr. Gao, I'm sorry, the ones that are too advanced are our top secrets and cannot be displayed."
"besides?!"
Gao Qiquan's brain suddenly shut down and he couldn't help but want to curse, "I don't know how many surprises you have in store!"
"Next trip, I'll take you to visit our IC design department. This year, the Semiconductor Industry Association announced a list of the top ten integrated circuit design companies in the country. We, Logic, Fuxin, and Pengpai, are all honored to be on the list.
"
Sun Hongjun grinned with pride.
"Snapped."
Lu Fei patted him gently and said angrily: "Don't be so high-profile next time. We have occupied 3 places. What will others do? From now on, all three will be merged into a 'complex core'."
"Mr. Lu, I really can't believe that a company called Fuxin has reached the second-rate international level from manufacturing to packaging and testing."
Gao Qiquan lamented from the bottom of his heart. However, after visiting the IC design department, he realized that he was completely wrong.
Nowadays, the world's top design capabilities are at 65nm. Intel, Texas Instruments, etc. can even achieve 45nm. However, the logic of the acquisition of P.C. Company is only on mobile phone chips, and it actually follows the world's first-class forces.
No wonder the "turnkey solution" for purchasing copycat phones across the country and its surging shipments are far ahead of MediaTek.
Equipment, design, manufacturing, storage, packaging and testing, in addition to materials and EDA, almost everything up and down the industrial chain is involved. It is equivalent to the complex of TSMC, ASE and other companies. A gold-eating beast of this size,
Only with the logic of having high-premium products like iPhone can we be satisfied.
"We can still support it now, but it's definitely not a long-term solution. It's impossible, absolutely impossible, for just one person or one company to take over the entire semiconductor industry chain!"
Lu Fei said with a serious face: "So for etching machines, we will set up a dedicated subsidiary. The same is true for DRAM chips. The relationship with complex cores is like Infineon and Qimonda."
"Best regards, Mr. Lu!"
Gao Qiquan echoed: "However, the gap between the current 'Ark Chip' and its peers is not small. It may need to develop for a while to catch up with the generation gap of one or two generations."
"How do you think Mr. Gao should catch up?"
Lu Fei asked questions and listened attentively.
Seeing that Mr. Lu was treating him so politely, Gao Qiquan didn't hide his secrets. He bluntly said that he wanted to catch up with his peers as quickly as possible, either through a joint venture like Nanya Technology, or simply an acquisition.
In previous years, acquisitions would have been out of the question.
But these days, the Vista system launched by Microsoft has been overturned. It takes up memory and has many loopholes. Chip manufacturers that originally expected to make a lot of money from the "Vista" concept have suffered a big setback. One after another, they have expanded their operations.
production capacity.
As a result, supply exceeds demand!
The price of dram pellets has been falling, it is 2.25 US dollars each, the materials alone cost 0.6 to 0.7 US dollars, and other costs are about 1.4 US dollars, which is equivalent to shouting for a while, and you may only earn a dozen cents, not counting taxes and fees.
Channel fees, etc.
If there is another avalanche like the bursting of the Internet bubble, it will be impossible for the entire DRAM chip industry to die without losing a few people.
At that time, it is the time for Fuxin to take action!
"Which company does Mr. Gao think is most suitable for us?"
Lu Fei squinted his eyes and his eyes flashed. He was indeed a great talent!
"Neon Elpida and German Qimonda. If I had to choose between the two, I would choose Qimonda."
Gao Qiquan not only has a deep knowledge of the entire memory chip field, but also has a thorough knowledge of Qimonda, because Nanya Technology and Qimonda are already old friends. They just announced their cooperation in 75nm DRAM trench technology last year, which is top-notch!
Moreover, while the mainstream memory chip in the global market is still GDDR4, Qimonda is about to complete the generation jump, and its GDDR5 video memory production equipment has begun trial production in batches.
If we can catch up with the snake and swallow the elephant, coupled with 3D flash memory technology, Fuxin will immediately jump into the top five memory chips in the world!
Maybe even the top three!
"Then when the time comes, will Mr. Gao be willing to represent Fuxin and take the lead in this cross-border acquisition?"
Lu Fei and Sun Hongjun looked at each other, and the results of their discussion were exactly the same, but the most crucial point -
Qimonda has suffered serious losses and is heavily in debt. Without foreign aid, it is most likely to be the first to collapse in this price-cutting winter.
"Mr. Lu, are you serious?"
Gao Qiquan was completely shocked.
Qimonda's largest shareholder is Infineon, which owns 77% of the shares. Now it is looking for people to sell it, but no one is interested. After all, together with the debt, the acquisition cost not to mention more than 10 billion euros, but at least 7 to 8 billion euros.
, there are only a handful that can be obtained.
"You don't have to worry about money. Now you only need to answer my question. Do you decide to join Fuxin?"
Lu Fei spread his arms like a butterfly spreading its wings.
A butterfly in the Amazon rainforest, occasionally flapping its wings, may cause a tornado in Texas, USA, two weeks later.
Mr. Lu is waving his wings hard, intending to set off a bigger storm in China and even the entire semiconductor industry.
…………
The visit lasted until evening, followed by a high-level banquet. Mr. Lu and several senior officials gave Gao Qiquan ample courtesy.
But vaguely, it always feels like they are forming a group to fool around.
After returning from the hotel drunk and enjoying himself, Gao Qiquan couldn't sleep all night, tossing and turning all night. He could see Mr. Lu in his dreams, and he was so frightened that he woke up suddenly in the middle of the night.
Now he serves as the general manager of Nanya Technology. The next step is to become the chairman of its subsidiary Huaya Technology. His future is over and there is no room for advancement.
But when it comes to Fuxin, it's completely different. That state of vitality and all things competing is so terrifying!
What's more, if you can really eat Qimonda...
The picture is so beautiful, I can’t even imagine it!
The more I thought about it, the more excited I became, and the more excited I became, the more unable to sleep. With the thought of joining Mr. Lu, I suddenly felt that the world was vast!
I was excited until the afternoon of the next day, when the weather was clear and sunny.
The Pengcheng Convention and Exhibition Center was already filled with reporters. The red carpet laid on the steps extended to the entrance of the lobby. Two cameras were fixed and the lenses shot from a high position.
Before anyone arrived, the atmosphere had already been heated up by various media.
This is China’s first semiconductor “Martial Arts Conference”!
Starting from the Electronics Department of the Ministry of Industry and Information Technology, the Semiconductor Industry Association, the Electronic Materials Industry Association, the Electronic Special Equipment Industry Association, etc., more than a dozen units, large and small, jointly organized the event with great momentum and an unprecedented lineup. Integrated circuit design alone came——
Twenty or thirty companies including foundry, materials, packaging and testing companies came, and almost everyone in the national semiconductor industry who was qualified to be invited was invited, including Wanwan.
Just as the media was buzzing with talk, suddenly the noisy crowd fell silent and everyone focused on their work.
The leaders of the Ministry of Industry and Information Technology are at the forefront, followed closely by the country's top companies such as SMIC, Huahong, and TSMC.
Kakaka, long guns and short cannons shot randomly.
"Mr. Lu! Here! Please look here!"
"Mr. Lu, may I ask which of your 30 innovative products and technology projects have been shortlisted?"
Facing reporters' questions, Lu Fei smiled: "We are honored that ThePaper Technology's Wave platform solution and complex core 90nm process technology have won two awards for integrated circuit products and integrated circuit manufacturing technology..."
Sun Hongjun looked around calmly and saw Zhang Rujing, Qiu Ciyun, and Gao Qiquan. He was still in the crowd and noticed Luo Weiren, who was surrounded by a crowd of reporters.
"The mainland semiconductor industry still has a lot of room for improvement in the next 5 to 10 years. Now there are, uh, some good design companies, such as Fuxin and Pengpai."
Luo Weiren represents TSMC. This business trip is completely regarded as a mission, and his tone is full of perfunctory and disdain.
The reporter asked: "What about manufacturing? Are you worried that our semiconductor companies will compete with TSMC?"
"Well, this is a little bit of a challenge."
Luo Weiren wanted to say "no", but in his home field, he had to be modest and mentioned SMIC and Fuxin.
"Just a little bit? Why?"
"Because you are making progress, we at TSMC will also make progress and remain in the lead, so the gap between them will not narrow. There may be a technology gap of several generations, right?"
"How many generations are they?"
"Two or three generations, that's five or six years ahead."
"..."
For a moment, the elegant bird was silent.
Everyone criticized Luo Weiren's crazy words and were dissatisfied. Isn't it just two or three generations behind? As long as the whole country works on semiconductors, sooner or later we can catch up or even overtake him.
After all, there are many fields where this is done!
"Well, as far as I know, none of the semiconductors are currently strong points. All aspects of equipment, materials, manufacturing, storage, and design are in the catching-up stage around the world."
Luo Weiren cleared his throat: "Especially in the manufacturing process, you must know that this is a capital- and technology-intensive industry, with investment of billions and tens of billions. It may equal the gap of five or six years, and at least hundreds of billions will be needed.
I feel that it is not cost-effective to complete the process upgrade, so it would be better to change the direction and work harder."
"Which direction do you think we should go?"
The reporters looked at each other, and one of them stepped forward.
"I think it can be easy first and then difficult."
Luo Weiren smiled and said: "Although the manufacturing process is five or six years behind, it may be one or two years behind the international IC design, and it is also two or three years behind in the packaging and testing process. The capital investment in these two links is less, and the technical content is higher.
At a lower level, Mainland Semiconductor should focus on these two aspects. As for OEM manufacturing, we can leave it to TSMC to realize the complementary advantages of each other's semiconductor industry chain. Wouldn't it be perfect?"
"Yeah, why bother with chip manufacturing?"
"My father has my mother, it's better to have it myself."
"But I just can't give birth, what should I do?"
"Buying is worse than making, I think you are right."
"..."
The reporters felt that it made sense and had no words to refute.
"Hmph, you're talking nonsense, you're full of farts!"
Zhang Rujing's face was gloomy. Looking at Luo Weiren's proud face, he thought of TSMC and America joining forces to suppress SMIC, engaging in public opinion wars, legal wars, and even trade wars. He hoped that America would use tariff laws to ban SMIC's products from entering the market.
He immediately counterattacked in front of the media: "It is undeniable that although there is still a big gap between SMIC and TSMC, we are not afraid at all when it comes to mature processes!"
"good!
"
Everyone in the audience was cheering, but they didn't expect Luo Weiren to say abruptly: "SMIC is indeed the only hope, but maybe I spoke a little harshly. So far, has SMIC's process technology broken through 65nm?
?Even if there is a breakthrough this year, I am afraid it will take several years before mass production, not to mention semiconductor companies other than SMIC, are you right?"
The implication seems to be saying, don’t get me wrong, we, TSMC, are not targeting you, SMIC, but everyone here, every one of them, is happy!
"nnd, so arrogant."
Sun Hongjun frowned and said, "Shall we fight back?"
"Of course I'll fight back."
Lu Fei will not sit idly by. He is participating in this meeting not just for fame, but because he wants to get as much of the pie as possible for semiconductors in the "4 trillion plan" and also to recruit more chip talents.
Anyway, Liang Mengsong has resigned and will soon be restored to his core, so there is no need to hide it and stop pretending! I have a showdown!
With the help of Sun Hongjun, a piece of shocking good news suddenly spread among the crowd.
The complex core wafer fab located in Guancheng successfully trial-produced 65nm.
"boom!"
In an instant, the whole place was in an uproar and the industry was shaken.
