Neutron Star Materials Company, a subsidiary of Galaxy Technology, announced the mass production of large silicon wafers within three days.
Huaxin International was the first to come to our door.
Huang Yongdong personally took Zhang Haijun and several people from Huaxin International to visit the silicon wafer packaging area.
As for the production area, I'm very sorry! Outsiders are not allowed to visit.
But even in the packaging area, Zhang Haijun and others can already see the production efficiency of Neutron Star silicon wafers. I am afraid that there will be more than 1,200 wafers this year, right?
After looking at him, he asked his question.
"Mr. Huang, the annual output of your production line is more than 12 million pieces, right?"
"Absolutely, because we only produce about twelve hours a day, plus the time required for maintenance, the annual output is almost 1,200 pieces." Huang Yongdong replied with a smile.
Zhang Haijun was so depressed that he almost vomited blood when he heard this. Are you, Galaxy Technology, kidding you? You work 12 hours a day? Other people's production lines can't wait to run 24 hours a day, but you can produce half a day and rest half a day.
However, this also reveals that the annual output limit of Neutron Star Materials Company should be about 24 million pieces. In this case, Neutron Star Materials Company should be able to satisfy the Chinese market, and it is more than enough.
After confirming the production volume and product quality of Neutron Star Materials Company, Zhang Haijun immediately placed a large order for two million Neutron Star silicon wafers.
As soon as Huaxin International left, Hua Hong Semiconductor arrived, followed by other domestic semiconductor companies.
Soon, the 12 million silicon wafers produced by Neutron Star Materials Company were consumed by 9.5 million wafers produced by Dongtang domestic companies.
Many companies have even signed two- to three-year contracts with Neutron Star.
All of a sudden, Neutron Star Company's revenue was 9.5 billion yuan.
Galaxy Technology's semiconductor layout can now achieve initial self-hematopoiesis, and Galaxy Technology does not need to inject too much blood to support Galaxy Group.
Since many companies such as Huaxin International are listed companies, their contracts with Neutron Star Materials must be announced.
On the home page of Bibo, there is an analysis post at the top.
"Neutron Star Silicon Wafers have received cumulative orders for 9.5 million silicon wafers, with revenue of 9.5 billion yuan."
"Holy shit" - unable to complain
"The silicon wafer market in Eastern Tang Dynasty only reaches this number in a year, and Galaxy Technology is simply unstoppable." - Emperor Qin Hanwu
"I heard that even the process is different from that of round wafers. The specifications of neutron stars are 30 centimeter wafers. Does this mean we need to draw a clear line from round wafers?" - Why bother with silicon wafers?
"Why bother with silicon wafers? The rules are set by people. Galaxy Technology has the ability to break the rules. Of course it has to set its own standards. Anyway, I don't like the number of inches I see." - If you don't accept it, do it.
"Although Galaxy Technology caused me to lose more than hundreds of thousands in stocks, I still congratulate Galaxy Technology for its continued efforts." - Choose to forgive.
"If you choose to forgive, you can short Shinetsu and the others in Sun Kingdom. Anyway, their stocks have fallen miserably these days." - Rich and Willful
"Waiting for the chip from Galaxy Technology." - Meow Star
"Lithography machines and the like are a big trouble. I don't think foreigners will sell equipment to Galaxy Technology." - Full Ideal
There was a lot of commotion on the Internet, and the stock market continued to fall, even though Shin-Etsu LG Chemical and other five silicon wafer giants made announcements or held press conferences one after another.
They have announced price cuts or announced 18-inch wafers under development, but the market is still generally looking down on them.
After all, price reduction is a tool for the weak. As for the announcement of the research and development progress of 18-inch round wafers, what is the use of this? Is it used as psychological comfort?
If 18-inch round wafers are said to be mass-produced soon, maybe the market will agree. However, the announcement of the research and development progress will only make market observers more pessimistic and think that the five giants are struggling to their death.
The stock price of Taiyang Shin-Etsu Corporation has plummeted again. After the news about the mass production of neutron star silicon wafers, their company's stock price has fallen by a total of 35%.
The other four families were not much better, and their families were in mourning.
Zhang Zhongmou of Taiji Electric looked at a test report of the neutron star silicon wafer and couldn't help but press his temple.
General Manager Cai Yixiong on the side also smiled bitterly:
"Mr. Zhang, we can't afford this silicon wafer if we don't buy it!"
"Yes! If we don't use it, others will." Zhang Zhongmou sighed helplessly.
Don’t underestimate the high quality and uniformity of neutron star silicon wafers. In addition, square wafers can be used without waste, and the area is 200 square centimeters larger than 12-inch round wafers.
It is often this small gap that distinguishes two companies.
For a 12-inch round wafer, the availability rate is about 95, and the chip yield rate is about 95. This yield rate is not so much a yield rate as a yield rate.
Among these 95% of finished products, there are three grades of high-quality and defective products, accounting for about one-third.
High-quality products are used as CPUs, and some good and defective products are generally used as storage chips.
After Taiji Electric's laboratory conducted preliminary tests on neutron star silicon wafers, they concluded that the yield rate can be increased by 2 to 5, while increasing the ratio of high-quality products to good products and reducing the proportion of defective products.
This is a preliminary estimate from the laboratory, and the specific situation will not be known until actual production.
But Taiji Electric has to buy it. Unless Zhang Zhongmou wants Taiji Electric to be surpassed and used as a stepping stone for others, he can only follow up.
"Yixiong, please go to the mainland! Talk to them about procurement." Zhang Zhongmou didn't want to go to the mainland, especially since Zhang Rujing was in Galaxy Technology.
The relationship between the two people can be said to be very delicate. After all, it was Zhang Zhongmou who forced Zhang Rujing to leave Huaxin International. Even Shida, Zhang Rujing's first startup, was acquired by Taiji Electric.
So Zhang Zhongmou didn't want to see Zhang Rujing.
However, when Cai Yixiong arrived in Shanmei, he learned that UMC and World Advanced had signed a contract with Neutron Star Company to purchase the remaining 2.5 million pieces produced by Neutron Star Company at a price of US$200 per piece.
In the reception room of Neutron Star Company.
"Mr. Huang, Taiji Electric is very sincere, and we are also the world's largest chip manufacturer. The annual demand for silicon wafers is about 15 billion square centimeters. Our cooperation is a win-win situation." Cai Yixiong persuaded.
Huang Yongdong certainly knows the demand of Taiji Electric. As a leader among global chip manufacturing companies, accounting for about 45% of the market in the chip industry, the annual demand for silicon wafers is very huge.
He pretended to think and struggle for a while, and then said helplessly:
"We can add two production lines for Taiji Electric, but the price cannot be cheap."
"But 200 US dollars a piece is a bit high, can you?" Cai Yixiong was trying to bargain.
Huang Yongdong interrupted directly:
"Mr. Cai, it will cost money to re-establish the production line. Besides, the 200 US dollars is for your own sake. If someone like Sanxin comes over, it will cost 250 US dollars a piece."
"Wait a moment, I'll make a call."
"Can!"
Cai Yixiong quickly went to the room next to the living room and discussed the price with Zhang Zhongmou on the phone.
After a while, Cai Yixiong returned to the living room.
"Mr. Huang, we can accept US$200 per silicon wafer this year, but we hope the price can be reduced by US$10 next year."
"No, three-quarters of this year has passed. The price will still be the same next year. You can consider it the year after that." Huang Yongdong shook his head and refused.
The two sides had a heated debate over the price. It was obvious that Huang Yongdong did not want to reduce the price. After all, he had a share of the money.
Obviously, Neutron Star, which has the technological advantage, is confident. Cai Yixiong has no choice but to sign a huge order of 4 million pieces this year and 15 million pieces next year.
A total of 3.8 billion U.S. dollars, equivalent to 26 billion Chinese dollars.
Obviously, this news cannot be concealed, because Taiji Electric is listed on the New York Stock Exchange of Dongdao and Milijia, and listed companies must announce such large-scale transactions.
As soon as this huge order came out, it immediately detonated the stock market. Shin-Etsu and GL Chemical immediately felt panicked. Losing the Dongtangguo market was not terrible. What was terrible was losing the Dongdao market.
Taiji Power Crystal UMC, the world's leading four Dongdao semiconductor companies, account for 57% of the world's chip manufacturing market share. If you add Huaxin International and Huahong Semiconductor's 6.
More than 63% of the market is occupied by Neutron Star Materials Company, and they are already feeling a heavy sense of pressure.