Two days later, the North American SIA headquarters.
"What? Samsung Group announced its withdrawal from Asia? Has the news been announced?"
John Noover, President and CEO of the North American Semiconductor Industry Association (SIA), is responsible for setting and leading the association's public policy agenda and serves as a leading advocate for maintaining U.S. leadership in semiconductor design, manufacturing and research.
The status and role of the CSAC Semiconductor Club Alliance led by Ye Hua is actually almost the same as that of Johnover in SIA, except that Ye Hua doesn't like to take care of things, and CSAC is mainly run by his deputy.
But at this moment, Johnover was stunned when he received the news from Samsung Group, and then became furious: "Damn it, what does Li Zairong want to do? He didn't even say hello to me? Contact him immediately, damn it, damn South Korea
people!"
This news made him furious. It was actually okay for Samsung Group to withdraw from sia, but the key was the timing of his choice to withdraw, and whether he would immediately turn to CSAC after withdrawing.
The impact of this incident was too great, because after the coastline theme conference, the CSAC Semiconductor Alliance established by Ye Hua was initially viewed with disdain, but it suddenly made a shocking reversal and was immediately favored.
I can't help it, the press conference was too shocking.
People who have seen through it will never think that the 2.0 conference is just a business conference for the launch of a new product. The more intense competition behind it is that CSAC challenges the existing SIA industry system structure. What is competing behind it is the global semiconductor industry.
dominance and voice.
After the press conference, the world saw that CSAC not only has the ability to challenge the dominance of the North American semiconductor industry, but more importantly, this system was born in Greater China, which has 60% of the market size of the industry. The former alone has already made SIA a giant.
Enemies, coupled with the supermarket in Greater China, what will the international members of SIA think? What will even the local companies in North America think?
Obviously, at this tense moment, Samsung jumped out and took a very bad lead, which is equivalent to telling people all over the world that the times have undergone subversive changes. Besides SIA, there is another one on the earth that is not weaker than SIA.
Even better options, and there's still a massive 60% market size there.
John Noover has the intention to completely overturn the Samsung headquarters.
"...Mr. Johnover, you can absolutely rest assured that our company, Esmore, will not betray you. Don't forget that all the major friends in North America have shares in our company. We are a community of interests. Well, indeed...what?"
Samsung Group has dived? Damn the Koreans... hmm? Ban the sale of lithography machines to Samsung? emmm... With all due respect to Mr. Johnover, although Samsung has jumped, it is better to win it back.
The ban on the sale of lithography machines is tantamount to confirming his camp to join the coastline... What? Another meeting and consultation? Tomorrow afternoon? Well, ok, ok, no problem, I will book a ticket for the North American flight immediately, um, bye."
Peter Wennink, CEO of Asmore, ended the call with SIA's president with a smile on his face. But as soon as the phone was hung up, Peter's smile on his face stopped abruptly, and he cursed in a low voice: "None of that.
What a good thing, klootzak!! (a classic Dutch curse, which probably means son of a bitch)"
At present, the total number of lithography machines in the world is less than a thousand, and ASML's annual shipments are only a few dozen. Samsung is prohibited from selling lithography machines, which is two 5-nanometer lithography machines, which is equal to
Earn 270 million euros less.
That bastard Novo put it lightly, Americans are not a good thing either.
The coastline-themed press conference has been annoying to death since it came out. The Chinese people have developed a 5-nanometer lithography machine, which has already made Peter Winick feel very anxious. Now Esmore Company also hates the "Wassenaar Agreement" and banned it.
In the end, the ban on sales failed to prevent the Chinese from breaking through. In recent years, this damn ban on sales alone has reduced the income of billions of dollars, even tens of billions of dollars.
"Come in!" Hearing the knock on the door, Peter Winick said abruptly, feeling depressed. He raised his head and glanced up, and saw the assistant hurriedly coming in. This attitude immediately gave him a bad feeling.
"Boss, this is terrible news." The assistant said solemnly.
"Tell me, how bad is it?" Peter Winick sat on the boss's chair with his back closed and his eyes closed. Not much of the recent news was good. He was almost tired of hearing it. No matter how bad it was, it could still be worse than the Chinese.
Is the news that 5nm EUV can be created even worse?
It turns out…
The assistant said cautiously: "Boss, our Greater China Business Office has just received reliable internal news. The single unit of Shangdu Microelectronics' 5-nanometer EUV lithography machine is sold for 350 million RMB, and the production capacity is expected to reach
About 10 times ours.”
Peter Winick looked suspicious and first calculated the real-time exchange rate in his mind.
Only two seconds passed...
Snap!
The palm of his hand hit the desk with a loud bang, and Peter Winick angrily stood up from the boss's chair and roared angrily: "Chinese... Xia... people! klootzak! klootzak! klootzak!!!!
"
Seeing the boss's mood as if he was going crazy, the assistant also felt shivering.
Peter Wesker was going to be furious: "How could they sell it so cheaply? How could they sell it so cheaply? How could they sell it so cheaply??"
Facing the boss's three epic questions, the assistant was speechless.
A single unit is sold for 350 million yuan, which is 50 million U.S. dollars when converted into U.S. dollars at the real-time exchange rate. The current single unit price of ASML's 5-nanometer lithography machine is 150 million U.S. dollars.
A whole $100 million cheaper!!!
Chinese people are crazy!
Must be crazy!
It's a full $100 million cheaper than ASML's 5-nanometer EUV, and its production capacity is still about ten times. Peter Wesker's whole body feels bad, and he can't stop shaking all over.
Is this trying to push Asml to a dead end?
Peter Winick finally realized that at the press conference, Ye Hua announced why the price of a single set was so cheap. Microelectronics had made high-end lithography machines cheaper by a full US$100 million, which was no less than a major industry earthquake for the global semiconductor industry.
, because a series of chain reactions will occur, especially the production capacity of microelectronics.
To put it loosely, that would quickly increase the productivity of the entire high-end chip by ten times, not to mention ten times, five times or even three times.
From a higher perspective, the soaring production capacity of China's semiconductor industry as a whole will inevitably bring about a reduction in the prices of major integrated circuit products, and a rocket-like surge in international competitiveness. The existing semiconductor giants
How can we compete with the Chinese?
How to compete?
The entire semiconductor industry will further radiate to peripheral industries, and what will be achieved will be an improvement in the competitiveness of China's entire country's industrial products. This is so terrifying that Peter Winick felt terrified just thinking about it. At this moment, he finally realized why the Samsung Group was so decisive.
, a rapid rebound.
At this moment, Peter suddenly woke up and said immediately: "Four things should be done immediately. The first is to summon the company's internal executives above the director level to arrive immediately for a meeting in 20 minutes. The second is to arrange a special plane for me to fly to the commercial capital of China in the afternoon and cancel the North American flight.
; Third, notify the Ministry of Justice to immediately study the intellectual property laws of the Chinese people, and prepare to collect the conditions for prosecution. There are some patents that they should not be able to bypass, and they are ready to sue at any time; Fourth, they immediately announce the lifting of the restrictions on Chinese people with 5-nanometer lithography machines.
Banned.”
"Understood! I'll get ready right away." The assistant nodded in agreement at first, then hesitated for a moment and couldn't help but said tactfully: "It's just boss, this last item... is restricted by the "Wassenaar Agreement", is it necessary?
Negotiate with the Americans before making an announcement?"
