Chapter 139: And its complex semiconductor industry chain
Chapter 139: Semiconductor Industry Chain
Qiao Wei was speechless and could only show her silly side and muttered, "Is shopping mall gaming really so cruel?"
Upon hearing this, Ye Hua said calmly: "If you want to be the final winner, this is the way to play. Everyone plays this way. Since there is bleeding, it means that someone has to be injured. Who pays for the rise of Coastline Company? Imax
Giant screen, traditional screen.”
"And now, cheese has impacted a large group of people. There are no eternal allies in this world, only eternal interests. Elementary school students will say this, but the quality has not changed from beginning to end, and interests cannot be maintained forever.
As a senior manager and a master with ultra-high strategic actuarial skills, you have to think about the day when the interest maintenance is broken, and start preparing to sell it before the other party sells you."
Ye Hua is right, everyone is doing this. PCs have been impacted by the mobile Internet and smartphones, and the biggest victims are Microsoft and Intel. Now Intel has completely sold out Microsoft and
After abandoning other PC manufacturers, the PHC concept swept Silicon Valley and the world, and the then head of Intel came over personally.
Bob Swan is a typical guy who sells out his teammates.
PHC equipment is the future. As for traditional PC manufacturers, they can no longer bring benefits to Intel. Who will care about their life and death? Just sell them and that's it!
From the perspective of Intel's interests, this is the best choice for them.
"You just said that you can handle the research and development of chips." After a while, Qiao Wei changed the topic. He did say before that research and development of chips is not a problem in terms of technology development. She had no reservations about Ye Hua on this point.
I believe, I can’t explain the reason but I just believe that he can do it.
Qiao Wei thought for a while and then said: "Since the technology is not a problem, then should we make two preparations? After all, we have mastered chip production and manufacturing, and we can be prepared for emergencies at critical moments to avoid being stuck by Intel.
"
Ye Hua nodded after hearing this, but then slowly shook his head, which puzzled Qiao Wei.
"There is no rush, and there is no rush. The first priority for this matter is not to consider technical issues, but whether the timing is right is the biggest issue. Although I can guarantee the development of new technologies, I want to put the technology
Turning it into a physical chip that can be supplied to the market is a huge and vast super project."
"If we want to completely handle everything from raw materials to final products, it means building a complete semiconductor industry chain ecosystem from scratch, which involves more than 2,000 items.
It is a super project of processes. Each process is coordinated by one or even multiple production departments. How much investment is required for more than 2,000 processes? How long does it take?"
"What if we spend a lot of money to get it done? Well, if graphene material replaces silicon material, we will lose all our money. So the timing is critical, and this is the first priority."
Upon hearing this, Qiao Wei couldn't help but raise her hand to cover her slightly open mouth, her beautiful eyes filled with surprise, "How is it so complicated to manufacture a small chip?"
Ye Hua nodded and sighed: "Yes, precision coordination of production support is more difficult than technology research and development. I can solve technical problems, but this is just one of the processes of the chip. In fact,
No country in the world, not even the United States, can produce chips alone. Of course, I am talking about the most advanced chips, because the most advanced chips require the participation of the most advanced companies in each process at the same time. So far, no country
It is impossible for anyone to be top-notch in all aspects of the semiconductor industry, and neither can the United States."
Ye Hua indeed has mature theoretical knowledge, and he can quickly develop and design new-generation chips in his brain, but after the design is completed, turning the design drawings into real products is another matter.
Just having nearly omnipotent knowledge does not mean that you can create a bunch of complete chips out of thin air. A lot of things need to be done to achieve this step.
"No wonder the chip industry in our country is so difficult to develop." Qiao Wei nodded lightly and said leisurely. In other fields, the Chinese can quickly overcome them as long as they are determined and concentrate their efforts on big things, but the chip has become an exception, which shows that this
The road is very difficult to get the chip.
Ye Hua couldn't deny it and said: "The chip is extremely complex. For example, if you take the 10-nanometer chip we now purchase from Intel, this scale will produce more than 1,350 production processes; at the 7-nanometer level, it will increase to
There are more than 1,500 production processes; and at the 5-nanometer level, there will be more than 2,000 processes. This makes the upstream and downstream supply chains of the entire semiconductor industry further involve thousands of industries."
As he spoke, Ye Hua stared at his palms and pointed his fingers and said: "What are the upstream industries? There must be suppliers of semiconductor raw materials, there must be manufacturers of semiconductor equipment, there must be suppliers of wafers..."
Ye Hua originally planned to talk casually, but seeing Qiao Wei's face full of strong desire for knowledge, constantly absorbing knowledge like a sponge, he saw her growth rate, and she crossed the border three times in such a short period of time.
, from a flight attendant to a secretary, and then to a manager, the speed of progress in such a short period of time even surprised Ye Hua.
Naturally, she couldn't do without her efforts, and he couldn't bear to dampen her positive attitude of seeking knowledge. He immediately got up from her body, went to get a glass of water, took a few sips to moisten his throat, glanced at the door of the office, and returned to Qiao after a while.
Sitting next to Wei, he spoke seriously as if he were talking about treasures from his family:
"...So, no matter which manufacturer, all companies in the semiconductor industry chain must supply goods on time. No one can fall out of the chain. Once any link falls off the chain, the entire industry will collapse. For example, the suppliers of semiconductor raw materials are
Japan's Shin-Etsu Company is currently the only company in the world that can produce high-purity crystals, and its output is also the largest, making it the world's most important supplier."
"How precise are Shin-Etsu Chemical's semiconductor silicon crystals? As far as I know, in 2015, the purity of its crystals had reached an incredible 99.999999999%, nine nines after the decimal point, or to put it another way, every hundred billion silicon atoms
Only one foreign atom is allowed to exist in China. This is the data from 2015, and it is definitely more exaggerated now. With such a high purity, few other countries in the world except the Japanese have not been able to produce it."
"This is a typical representative of an absolute monopoly in a few industries. Like Coastline Company, our computational holographic core technology, our winding path algorithm, and our holographic software assembly industry are also absolutely monopolistic."
"These semiconductor giants must not lose their chain. If the Japanese cannot provide this kind of raw materials in large quantities and on time to the market, then all other companies in the semiconductor industry chain will stop working and there will be no work."
Can stop work."
"In addition to the Japanese Shin-Etsu, there is also the Dutch company Esmore, which is responsible for producing the highest-precision photolithography machines in the semiconductor industry chain. It is also the only company in the world that can produce photolithography machines. It is the leader in photolithography machines.
If an absolute monopoly cannot provide higher-precision lithography machines on time at a clearly specified time, the entire semiconductor industry will also be shut down, and the chip update process will be interrupted."
"So the entire production and manufacturing system of semiconductors requires high-density cooperation and coordination between the upstream, midstream and downstream. If you want to produce chips, in addition to these, you also need chip designers. If you don't have a factory, you need a large number of people to deliver it to you on time.
Supply, production design drawings, and production standards must be provided before processing can be carried out. In addition to this, it also involves downstream packaging, testing, etc. after the chip is produced.”
"In addition to the above, there must be a large number of system integrators to support it, so that the chips can be integrated into their own systems to supply to the market. There must also be more external software designers, such as our software development industry
You will be involved in this process. After you have these products, you have to write software and assembly programs for this product according to the characteristics of the chip. Only on top of this can you use high-level computer languages."
"What's really complicated is that such a complete system is scattered in different countries around the world, and high-end production is concentrated in the United States, Japan, the Netherlands, Germany, etc., with so many multinational semiconductor giants involved, no one party can lose the chain, otherwise
This global industrial chain was immediately paralyzed."
"So to coordinate the cooperation of countless manufacturers, hardware, software, upstream and downstream companies in different regions, this requires a highly sophisticated organizational management system to formulate detailed plans, and the core guidelines
It’s Moore’s Law.”
"The Semiconductor Industry Association of the United States is responsible for doing this, coordinating and organizing key members of the entire chain. Coastline has also become a link in this industrial chain, but we are at the end. This time Intel came
It's the same thing. Everyone is discussing how we should take the semiconductor path in the future, and they have decided to take the PHC path."
"For example, this time Bob Swan and I have decided that 5-nanometer chips will be delivered on time in six months. Then Intel, the industry leader, will coordinate and organize that all manufacturers in the global semiconductor industry chain must start at the same time, and
No one can lose the chain, and if anyone loses, everyone will be GG, including marketing and market strategy. All supporting organizations must focus on a core to complete their respective tasks, and this time around 5-nanometer chips."
"That old guy Swan vowed to complete the supply within six months. To be honest, I'm a little bit hypocritical. The more urgent this kind of thing is, the higher the probability of failure, so we have to be mentally prepared. Fortunately, our link is
Customers who are close to the terminal can be prepared to purchase a batch of goods from AMD and seal them for emergency use."
"Back to the topic above, so Weiwei, you will see that in addition to technical issues, the manufacturing of high-end chips also requires a set of highly precise and highly coordinated organizational management systems. Coastline Company currently does not have such organizational capabilities. I think the world
No single company in the world can achieve such organizational capabilities, and it must be supported and promoted by national power and national will to achieve this."
"This is a unique case in the world. Except for the semiconductor industry, no other industry in the world has achieved such highly precise global cooperation."
"Do you know why I am now planning to sell Intel, my teammate?" Ye Hua said, and stopped to take a sip of water.
"Why?" Qiao Wei looked at him curiously.
The two sides looked at each other. After a moment, Ye Hua smiled slightly and said: "The semiconductor industry is facing the biggest problem now, that is, its global and highly precise organizational system is about to expire, that is, Moore's Law is about to expire.
Yes, PHC has given it a new life, but PHC will still decline like PC in the near future. PHM is the real future. Do you think we should sell Intel?"
Hearing this, Qiao Wei was speechless again, and her heart was even more shocked. She found that she could never keep up with Ye Hua's thinking and rhythm, especially at the strategic level. He moved too fast, faster than the entire era.
Come on, the first generation PHC product has not been released yet, but he has already begun to envision and plan the long-term layout of the post-PHC era?
With such a high level of strategic layout and thinking, and such foresight, Qiao Wei could only say to herself that she couldn't keep up with him, and it didn't mean that she wasn't good enough, but that he was too good, even too good.
Suddenly immersed in his talent, an inexplicable sense of admiration arose spontaneously.
