At around 11 a.m. on Wednesday, November 19, the news that the domestic lithography machine had achieved a breakthrough finally spread. As soon as it reached the public, the relevant news spread like crazy on the Internet, attracting all kinds of netizens and self-media to forward it.
Countless Chinese people were excited when they saw this news. In the past two days, there were already rumors that domestic chips might have a major breakthrough. This caused a big change in the tone of many international semiconductor giants.
This news immediately hit the hot searches, and netizens rushed to tell each other, and the discussion continued.
[I would say that domestic semiconductors have made major breakthroughs, otherwise the change of attitude of the presidents of international chip manufacturers would be truly abnormal.]
[This makes sense. Peter Bernard’s 180-degree turn in attitude makes sense. God K’s recent super tough remarks also make sense. This gives me confidence...]
[ASML: He shouldn’t be forced to have his own research ideas. Now, let’s build a photolithography factory before buying a photolithography machine, haha!]
[Saturated research and development, our lithography machines are unlikely to be sold to Europe and the United States anyway, and poor countries are even less likely to want to make their own chips. Therefore, if exports are not considered, it will not be as small as manufacturing.]
[No wonder the president of ASML said that there are many smart people in our country who can think of solutions that others cannot think of... (baring teeth.jpg)]
[I guess he got the news in advance, and he is probably worried to death right now.]
[The photolithography machine is only one part of it, and many supporting equipment are needed to produce chips.]
[The problem of light source has been solved. Anyway, solve it step by step.]
[I was laughing so hard. Are all the people in the comment section making lithography machines? Now I feel relieved. Why should everyone here worry about the lack of breakthroughs in lithography machines?]
[Who should I show this weirdness to? I am not a lithography machine, but I am not an expert. Giving some spiritual encouragement across fields is what ordinary people should do.]
[I particularly understand people like him. As long as we make a little progress, it will be more uncomfortable than if it dies and it is a mother. Didn't the horse tell it that it is also a domestic product?]
[There are not many industrial crowns and pearls left to us... (face covering) (face covering)]
…
While there was a heated discussion on the Internet, in the capital market, around 11 o'clock, New Micro Semiconductor, which had just been listed through a backdoor listing, showed a straight-line upward trend. The stock price quickly rose to 63.35 yuan, sealing the daily limit, and the market value increased.
It reached 173.9 billion yuan, a record high.
The semiconductor sector has also strengthened. Stocks such as Beifang Huachuang and Changdian Technology have also reached their daily limit in the follow-up. The market index, which originally fell to -0.51%, also stopped falling around 11 o'clock, driven by the strength of the technology sector.
stand up.
In the afternoon, the market index once turned red and rose.
However, relying solely on the technology sector still failed to pull up the market index. In the end, the Shanghai Stock Index turned down again, falling -0.22% after the market closed at 2450.99 points, forming a negative K small cross star.
The market index is still adjusting, but today's semiconductor sector surged 7.83%, setting off a daily limit trend within the sector.
There is no doubt that this is the result of the news that New Micro Semiconductor has made a major breakthrough in domestic photolithography equipment, which has stimulated the entire domestic chip industry chain.
The lithography machine is known as the crown jewel of Western industry. Now it is about to be taken down by domestic engineers. Will other links be far behind?
Such expectations are super strong, there are many stories to tell, and there is endless room for imagination.
As the news spread, New Micro Semiconductor has also become a star-level enterprise, attracting attention from all walks of life, because the latest lithography machine solution comes from the research team of New Micro Semiconductor, and this company is currently the largest lithography company in China.
The semiconductor equipment manufacturer with the best engraving machines.
…
Just as domestic netizens were overjoyed to discuss this exciting news, Fang Hong received another news.
At around 17:40 in the afternoon, Tian Jiayi returned to Jingxinju Villa and brought him an external news: "Recently, senior presidents of several North American semiconductor manufacturers came to Vietnam and quickly signed strategies for semiconductors and mining farms.
Cooperation Agreement.”
Tian Jiayi came to sit next to Fang Hong and continued: "This move of the Magnesium people is confusing. They are cooperating with the Vietnamese people in chip semiconductors. Do the Vietnamese people have this technical background?"
If chip semiconductors were so easy to make, they wouldn't be stuck.
After Fang Hong thought for a moment, he seemed to be talking to himself: "It seems that Lao Mei is also very aware that this is a plan for a second hand of cards."
Tian Jiayi couldn't help but wonder: "Second hand of cards?"
Hearing this, Fang Hong turned his head and glanced at the beautiful assistant, and said with a smile: "At this juncture, the old beauty went to Yuenan to do this job. It is clearly aimed at our domestic chip semiconductors. You have forgotten that Xingyu Technology originally
Were those harsh words made during the S680 chip negotiations with Qualcomm? At the beginning, they threatened that they would use all the resources at their disposal to impose tariffs on imported chips."
Tian Jiayi nodded: "I know this."
Fang Hong withdrew his gaze and said: "The United States must have remembered this incident at that time. Now that New Micro Semiconductor's photolithography machine has made a major breakthrough, the breakthrough speed of the domestic semiconductor industry chain has obviously greatly exceeded theirs."
forecast, they will have to re-evaluate the subsequent trend.”
After a moment of pause, Fang Hong continued: "The fact that the United States went to Vietnam shows that they have considered the sanctions that will be imposed on our domestic chip semiconductors after they actually break out of the encirclement and rise up if they cannot suppress us, that is,
They are looking for a breakthrough through measures such as restricting imports and imposing tariffs on chip imports."
The big Eastern countries want to develop their own chips and become independent in science and technology. The first card the United States has is to suppress, blockade, and contain.
If the first hand fails, the second hand is that after the semiconductor manufacturers in the big Eastern countries are able to produce chips, the United States will adopt a low-price dumping strategy, making it impossible to recover the research and development costs incurred by domestic semiconductors, leading to bankruptcy.
.
But the United States is obviously considering launching dumping directly. The big Eastern countries will certainly not take any action. They may introduce import restrictions, impose tariffs and other measures to protect local chip companies. After all, Xingyu Technology and Qualcomm negotiated earlier.
I made such threats when I was a kid.
Based on this potential possibility, semiconductor companies in the United States are also thinking about how to circumvent these possible restrictions in the Eastern countries, and are making arrangements in advance for this purpose.
Looking at it now, they want to find a breakthrough here in Yuenan. The United States wants to put packaging and testing here in Yuenan. Yuenan will definitely not be able to make high-end chips. The United States has never thought about it, even if Yuenan can do it.
It is impossible to give it even if you arrive.
However, low-end chips and ordinary integrated circuits can be packaged, and the technical requirements are not demanding. Moreover, it is often difficult to trace the source of low-end chips. It is not clear whether these chips are from Laomei, Vietnam, or Vietnam.
Whose is it? This way, we can bypass the relevant restrictions that may arise in the big Eastern countries and launch a dumping strategy.
This point is actually similar to Fang Hong's layout in Mexico.
The border with Vietnam is very long, and smuggling is very popular in this place. Compared with traditional smuggled goods, smuggled chips are high-end, and this thing is small in size, only a square inch in size, and the price is relatively high.
It’s not low either, you can get a lot of money with just a backpack.
The crime of smuggling chips is always smaller than that of smuggling D-products. They are all for making money. Since the risk of smuggling chips is much smaller, it will naturally be much more attractive.
