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Chapter 769 TSMC’s attack (4k)

At night, TSMC conference room.

"Okay, the U.S. sanctions against Logic have been passed. You must act quickly and don't give Fuxin and Lu Fei a moment's respite."

Zhang Zhongmou looked around, his eyes swept over the faces of senior executives, and finally landed on Jiang Shangyi.

"Mr. Zhang, I have asked people to submit the lawsuit against Liang Mengsong for violating the non-competition agreement and leaking technology patents to the Texas District Court. This is a deep red state and one of the major voting bases of the Elephant Party. It is absolutely impossible to favor Fuxin!

"Jiang Shangyi vowed firmly.

"Why is it that only Liang Mengsong is suing Fuxin?"

Zhang Zhongmou frowned.

"That's right, Mr. Zhang, I don't think now is the best time." Jiang Shangyi said, "It's best to wait until the sanctions list that includes Fuxin is released, and then we can get the maximum support from the U.S. government.

"After a pause, "So I want to focus on attacking Liang Mengsong first."

"Well, Liang Mengsong is the technical leader of the complex core. As long as Liang Mengsong is killed, the complex core will not be able to change the world. At most, it will be a large core. If we can kill one core, we can kill the second one.

"Zhang Zhongmou said with a straight face.

"Mr. Zhang, you are wise!"

Jiang Shangyi flattered, "I think so too. Now that logic has been sanctioned by the United States, the biggest backer Fuxin can rely on is in a precarious situation. We definitely have no time to take care of Fuxin anymore. This is the best time for us to attack."

"It's not enough. We must put Fuxin on the sanctions list as soon as possible and prepare for a trip to the United States." Zhang Zhongmou said.

"I'm going there in the next few days. I just discussed it with Intel, Samsung, UMC, and Tower not long ago to lobby more lawmakers to add Fuxin to the sanctions."

Jiang Shangyi's face looked like he had a winning chance.

"I also want to emphasize the importance of Liang Mengsong. We must not let him go, and we must resolutely prevent him from continuing to serve Fuxin! I don't need compensation, but I must make him disappear completely in Fuxin! It's best to let him

My master Hu Zhengming also disappeared!" Zhang Zhongmou said with a gloomy face.

Hu Zhengming and Liang Mengsong, the pair of masters and apprentices, are undoubtedly TSMC’s biggest thorns! They are also the enemies of American semiconductors!

"Mr. Zhang, we have done such a great job, will there be any objections over there?" The vice president pointed to the other side of the sea.

"What's your opinion?" Zhang Zhongmou dismissed it.

"We first suppressed SMIC and drove away Zhang Rujing, and now we are attacking Fuxin and drove away Liang Mengsong. Even if it is all business competition, there is no way they will not think that we intend to prevent the rise of their semiconductor industry chain. From now on, if we want to compete with them

If we continue to cooperate, I'm afraid it won't be that easy." The vice president said weakly.

"Confused!"

Jiang Shangyi snorted coldly, "We are about to launch the 28nm process. TSMC is far ahead in global wafer foundry! This is our unparalleled advantage! But if we allow the complex core to become bigger and stronger, it will only narrow the gap between us technically.

The gap between them, how many orders will be taken away from TSMC by then!"

"Dad Jiang is right. Although logic has given TSMC a lot of production capacity, don't forget how many orders Fuxin has taken away from us in recent years." The executive wearing glasses shouted: "There is no Fuxin.

Today is a good day for TSMC!"

"The worse SMIC is in trouble and the more backward its technology and equipment are, the more inseparable it is from TSMC for wafer foundry there."

"Destroy Fuxin! Drive away Liang Mengsong!"

TSMC's executives were shouting one by one, making a very loud noise.

There are enemies on the other side of the sea! Destroy them, leaving no one behind!

"Very good! Very energetic!"

Zhang Zhongmou nodded with satisfaction, "I heard that Fuxin, like us, is also launching an advanced packaging technology?"

"Yes, Mr. Zhang, it's called 'info' technology. The specific technical principles are still unknown. We are investigating, but it is said that Fuxin has invested at least US$100 million in research and development funds for this."

Jiang Shangyi said seriously.

"CoWoS technology, do you have the confidence to be able to replicate this technology?" Zhang Zhongmou looked straight at him.

"Yes! Mr. Zhang, I am confident!"

Jiang Shangyi disagreed and explained CoWoS technology carefully. The wafer loaded with bare dies is called a silicon interposer. In the silicon interposer, TSMC uses micro-bumping, rewiring and other technologies to replace traditional wire bonding for connection between dies.

, greatly improving the interconnection density and data transmission bandwidth.

Not inferior to Samsung’s PoP packaging technology.

"It can be regarded as Fuxin's bad luck. It happened to run into our CoWoS technology, so we should use Fuxin's technology as a flag!"

Zhang Zhongmou relaxed his mind.

"And I have received verbal cooperation from Xilinx, a major FPGA manufacturer. As long as I can splice four 28nm FPGA chips into one, I can get an order." Jiang Shangyi was full of confidence, "Mr. Zhang, just use this largest FPGA in history."

Chip, let CoWoS technology have a good start!"

Zhang Zhongmou showed a satisfied smile, but he was still not satisfied because Xilinx orders alone were not enough. The production capacity of only a few thousand yuan per month was not enough to amortize costs, let alone make profits.

"I also contacted NVIDIA and AMD. This time I went to the United States and discussed cooperation with them. When GPU computing requires frequent communication with the memory, acquisition and storage of data, the tolerance for delays is lower, and the bandwidth requirements are also higher.

Higher, CoWoS technology just solves their big problems."

Jiang Shangyi had a proud smile.

"You have a very heavy mission to go to the United States this time. Thank you for your hard work." Zhang Zhongmou felt both fortunate and pleased with his decision to invite Jiang Shangyi back to TSMC.

"It is our duty to defeat Fuxin!"

As soon as Jiang Shangyi spoke up, the other executives agreed.

The next day, TSMC took action.

In addition to filing a lawsuit, it is to build momentum for the legal battle in advance. First, on Baodao, unintentionally spread true and false gossip such as "the manufacturing process of the composite core is suspected to have traces of TSMC's patented technology", and then it was reprinted on large and small websites.

media.

The finger of blame was secretly pointed at Liang Mengsong and the TSMC employees poached by Fuxin, until the Texas District Court accepted the case and immediately made it official, claiming that Liang Mengsong had betrayed TSMC.

It is suspected of stealing TSMC's trade secrets and infringing on intellectual property rights, and has decided to take the matter to court.

The reason is also very good. During the period when Liang Mengsong went to the mainland to serve as a visiting professor at Shuimu University, the process technology and technical level of composite cores advanced by leaps and bounds, reaching an incredible level.

Moreover, Samsung employees testified that in Logic’s own university, Liang Mengsong privately gave lessons to Logic’s senior engineers.

The content, nine times out of ten, involves TSMC’s business secrets!

Liang Mengsong is a complete traitor to TSMC! A traitor!

For a time, the industry was shaken.

The United States only sanctioned the company because of its logic. I thought that the first one who couldn't help but take action would be either Samsung or Apple. I never expected that TSMC couldn't help it first and then launched an attack on Fuxin.

Good guys, you are connecting very well!

"Mr. Lu, TSMC is biting people! It's starting to bit Dr. Liang." Sun Hongjun said angrily on the phone.

nnd, Samsung and Apple haven’t taken action yet!

You should take care of your own people first!

"As expected, have you clarified it on the official website as planned?" Lu Fei didn't care.

"A brief statement was made on the official account and website." Sun Hongjun said, "Next, domestic and foreign reporters will be convened to hold a large press conference. Dr. Liang will deny TSMC's groundless accusations on the spot. The legal team

We are also ready to file a counterclaim as soon as the press conference is over."

After speaking, he asked: "What should we do with our orders at TSMC? Should we transfer them to other foundries?"

"First reduce 20% of the mobile phone price to SMIC."

Lu Fei took a sip of water.

"I'll have someone do it right away."

"Also, don't let Dr. Liang get stuck in the quagmire of lawsuits. Now Fuxin's various projects are in a critical period and cannot be separated from Dr. Liang. TSMC wants to make Dr. Liang exhausted and consume energy on lawsuits. They must not let them succeed.

As one wishes!"

"I understand that Dr. Liang's case will be fully handed over to the legal team. Unless the court requires me to appear in court, I will never appear in court at any unnecessary time." Sun Hongjun agreed.

"What percentage do the lawyers say they are sure of?"

Lu Fei touched his chin.

"Let's go to 50-50. If Fuxin is added to the US sanctions list, it may only be 20-30%, or we can use delaying tactics to delay it for three to five years." Sun Hongjun reported truthfully.

"I'm afraid it's not necessary."

Lu Fei said quietly: "TSMC chose the right time and the right target, but it chose the wrong place. It didn't even choose to litigate in Treasure Island."

"Mr. Lu, the lawsuit has been accepted by the Texas District Court. Texas is a deep red state." Sun Hongjun said helplessly.

"A deep red state, do you think the judge will favor it?"

Lu Fei sneered, "TSMC thinks that if the sanctions proposal proposed by the Xiang Party is on the territory of the Xiang Party, it will definitely favor it and make Fuxin look bad, right? Haha, naive!"

Sun Hongjun was surprised, wasn't he?

"I don't even think that I have spent so much money and raised so many people in the United States for so many years. Isn't it just for today? TSMC's mistake is that it chose the United States!"

A smile appeared on Lu Fei's lips.

The confidence revealed in his words also infected Sun Hongjun, and the worries in his heart suddenly disappeared. He talked about how to deal with sanctions logically, to prepare for Samsung's counterattack, and TSMC's attack.

"Speaking of TSMC, Mr. Lu, there is one more thing. TSMC will also launch new packaging technology in the near future. Huang Renxun said that Nvidia has also received their request for cooperation. He hopes to compare the prices and technologies of the two companies before making any decisions.

decision."

Sun Hongjun's tone was gloomy.

Lu Fei pondered for a moment, "Packaging, when comparing, the most important thing is cost performance. Who has the advantage in terms of price, TSMC's CoWoS technology or our InFO?"

Sun Hongjun smiled and said: "CoWoS's estimated quotation will be 7 cents per square millimeter, and we can reduce it to as low as 2 cents per square millimeter."

"Isn't this the end?"

Lu Fei said it very easily. After all, although Fuxin has suspended the mobile GPU joint research project with Nvidia and instead acquired the original ATI team to independently develop Ma Liang GPU, it still retains the PC-side GPU project. In the end, it will be more inclined to Fuxin

.

What's more, Mr. Lu is Nvidia's major shareholder!

"Just Mr. Lu, although our country is currently lagging behind in terms of PC graphics cards, the current market demand for graphics cards is not very strong. I am worried that there will be an oversupply of Dram chips." Sun Hongjun suggested, "We are

Instead of focusing less on the PC side, invest more on the mobile side.”

"Do you know Bitcoin?" Lu Fei asked.

"I've heard of it, a virtual currency."

“Mining this kind of Bitcoin requires a graphics card with higher computing power to be more effective.”

"But Bitcoin is not valuable. At the beginning of the year, it plummeted from US$32 per coin to US$01."

"That's just not the hype."

Lu Fei laughed and said, "What Wall Street is best at is spreading the word and hyping concepts. Things like Bitcoin are likely to be hyped. Do you believe it or not, there will be a mining frenzy among users?"

"Gulu."

Sun Hongjun swallowed his saliva.

"It's like the American gold rush."

The corners of Lu Fei's mouth turned up, "There are always people who daydream and think they can dig for gold, but smart people are not interested in digging for gold. Instead, they will try their best to publicize the discovery of gold everywhere, and then let these gold diggers buy their shovels. Metal

Plates and axes, this is a sure-fire business, what do you think?"

"Mr. Lu, I understand."

Sun Hongjun understood.

Bitcoin is inconspicuous at the moment, but if Mr. Lu, known as the "God of Investment" and "The Protector of Leeks", all buys Bitcoin, those leeks who are superstitious about Mr. Lu will go crazy.

Especially in the Penguin Short Squeeze, he led the Leeks to beat Wall Street. Especially in the Leeks circle, it can be said that he responded to a hundred responses.

If there was one graphics card per person, how much would that be?

"I will take the time to go to NVIDIA in person and talk to Jen-Hsun Huang about Fuxin's InFo packaging order. As our first business, we must not let TSMC steal it!"

Lu Fei slapped the table.

When TSMC and Fuxin were in tit-for-tat, Samsung also held an emergency high-level meeting, which lasted three or four hours.

"Then let's end today's meeting here."

Li Jianxi looked around and said, "The meeting is dismissed!"

"Yes, President! Vice President!"

The senior executives bowed to Lee Kun-hee and Lee Jae-yong one by one and walked out of the conference room calmly. As soon as they left the door, they hurried to the bathroom because they felt too uncomfortable holding it in.

Li Jianxi has a habit of not allowing him to go to the toilet midway through meetings, forcing executives to wear diapers.

Beautifully said, it trains concentration and obedience.

Seeing that only the father and son were left in the huge conference room, Lee Jae-yong's face flushed with excitement, "Dad, I just received the news that the dog bites the dog of TSMC and Fuxin!"

"I know that TSMC is biting Fuxin, but how will Fuxin respond to TSMC?" Li Jianxi was very curious.

"Fuxin is competing with TSMC for packaging orders, and they are all eyeing NVIDIA." Lee Jae-yong smiled coldly.

"Zai Rong!"

Li Jianxi cast a meaningful look.

Lee Jae-yong couldn't help but realize, "Dad, don't worry, I have also arranged for someone to contact NVIDIA to recombine the core. TSMC's poor packaging technology, haha, is it worthy of grabbing orders from Samsung?"

"You don't need to grab it, but you need to muddy the waters. It's best to stir up TSMC and Fuxin, and make it even more dog-eat-dog!"

Li Jianxi narrowed his eyes.

"Yes, Dad!"

Lee Jae-yong showed a sinister smile.


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