Global Monopoly of Technology

TSMC headquarters.

"Dong Zhang, the purpose of my visit this time is for the foundry of Azure-5 chips. Your company needs to put our order into the production plan as soon as possible. The upstream and downstream are looking forward to it. You can't drop it here. chain."

In a small VIP reception room, Yao Jinhong said to President Zhang who was sitting across from him.

The purpose of coming to talk about this matter in person this time is very simple. One is to place an order with sincerity and sincerity. It’s the best thing to do without any fuss. If you have money, everyone will make it together, and if you have any profit, everyone will share it together. Yao Jianhong also believes that the 9.21% stake in SMC is also expected to be the same; secondly, as Luo Sheng said, it is better to be polite.

The L8 chip designed at the 10-nanometer node was put on hold, and two-thirds of the previous research and development had to be wasted, and the realization of it raised the cost of research and development.

With the development of semiconductors today, the manufacturing process has reached the 14-nanometer node, and the manufacturing process after 10 nanometers is more and more difficult, requiring a new generation of semiconductor manufacturing equipment such as EUV extreme ultraviolet lithography.

"That's natural. Cote d'Azur is not only our largest customer partner, but also one of our major shareholders. Supplying your company has always been one of our most important tasks. Our company has launched at least two sets of EUV lights. engraving equipment, and intends to start the EUV process as soon as possible on the 10nm process at the end of next year.”

President Zhang also replied with a smile on his face. After a while, he changed the subject and said:

"However, the lithography system supplier ASML is not very optimistic about this. It will not be used on a large scale until at least 2018. Even if the EUV process can be started at the end of 2016, it can only be used on some small and simple chips at the beginning, such as Logic circuits, DRAM and NAND flash memory, etc., complex SoC processors, etc.”

It is also not a chicken thief in terms of lifting the electricity. In a few words, the pot will be thrown clean in advance.

The implication is that it is of course no problem to supply the Côte d'Azur, but the production capacity may not keep up, you have to be mentally prepared, but we will supply all the power, and it also implies that ASML and the North American Semiconductor Industry Association behind it may pressure.

These words were not stated clearly, but Yao Jianhong naturally heard the words, and he did not complain about the frivolous behavior of lifting the electricity.

There are indeed difficulties for others, and it is also very clear to TSMC. It is true that both sides do not want to offend. If you reject the Cote d'Azur, you will lose the biggest customer. Not to mention other effects, first of all, a financial report will have to be greatly reduced, because the other party gave it. OEM fees are indeed higher than their counterparts.

In addition, the chip foundry is not only limited to LSMC,

The Samsung Electronics next door can also do it, Luo Sheng's own Xiongxin Electronics is also prosperous, and there is also a contribution from LSMC.

However, the influence of North America cannot be ignored. Many key node technologies of LSMC are actually very dependent on related companies in North America, in other words, they are subject to North America.

It's hard to say that there is suffering, but it's not easy to stand up for it at the same time.

Yao Jianhong shrugged and said, "I don't think it will hinder our cooperation, does it? It's okay to wait, but we can't wait too long, we won't keep waiting."

Mr. Zhang also heard the words, and immediately smiled and said, "That's true. Mr. Yao can rest assured that the first batch of supplies to your company after the production capacity is activated is also part of our cooperation agreement."

Hearing this, Yao Jianhong got up and said, "Well then, I'm relieved to hear what Director Zhang said."

The two sides exchanged a few words of courtesy, and in the process, secretly scolded each other with an old fox, and ended this seemingly pleasant business negotiation, and Yao Jianhong also said goodbye and left.

Compared with Yao Jianhong, who knows that he has Zixing lithography machine and Xiongxin Electronics, the difference is that LSI has mixed blessings and worries for the maturity of EUV lithography equipment and related technologies.

Perhaps worry is the majority.

The advent of new technologies and new equipment has broken the previous balance and brought more uncertainties.

In the past, major multinational technology companies used technology to restrain each other, and they could still live in peace and play happily, but the future may not be so.

However, the relationship between Luo Sheng and the Americans is not good. Everyone knows that the contradictions and grievances between the two sides can not be clearly explained in a few words, and it is not in their own interests to offend either side. Said to be a splint-like character.

...

"According to the data, the R\u0026D investment of the latest generation of mobile terminal flagship products of Côte d'Azur Group has exceeded 17.2 billion US dollars, which is the most R\u0026D investment in previous generations of products. Its chip product design also adopts the 10-nanometer process node."

The North American Semiconductor Industry Association joined the North American Department of Commerce.

John said: "The breakthrough of EUV lithography technology has broken the old technical balance, and the other party has no more bargaining chips."

Luo Sheng spared no effort to build the entire domestic semiconductor industry chain. It is impossible to hide from outsiders. After all, the action is too big, and if he wants to investigate, he will be able to find out his mind.

In the past, the attitude of Europeans and Americans when they knew about it was to read a joke, thinking that Luo Sheng was beyond his own power and his heart was higher than the sky.

But as time passed, it was found that something was wrong. The script did not follow their ideas. Although there were no hits or major breakthroughs, Luo Sheng's stubborn spirit made them a little false. Over the past few years, more than 100 billion US dollars have been poured into it. This is only the investment in the supply chain, and the R\u0026D investment of the Côte d'Azur has not been counted.

Such a desperate krypton, even a pig can make a name for himself, and Luo Sheng has created various miracles in the past ten years.

And this is something that the North American semiconductor industry absolutely allows to happen. Now that the old pattern is broken, the shackles on the old beauty are gone, and there is no need to worry about hitting hard.

"I heard that people from the Côte d'Azur contacted LSMC a few days ago?"

In the conference room, the head of ASML displayed on a video conference screen replied: "It can be confirmed that the news is true, LSMC wants to launch two more sets of EUV lithography equipment, and also disclosed its production plan to me, Weilan. The 'L8' CPU flagship chip of the 10-nanometer node of the coast, the 10-nanometer production capacity of LSMC in 2016 will all be given to the 'L8' chip of the Côte d'Azur, at least according to the production plan."

John, the head of the North American Semiconductor Industry Association, asked: "If we intervene in the cooperation between TSMC and Côte d'Azur, will Côte d'Azur choose to seek Samsung Electronics as a foundry?"

Those present did not forget that there is also a key core screen technology in the Côte d'Azur that Samsung Electronics cannot avoid. Secondly, Samsung Electronics also benefits greatly in the supply chain of Côte d'Azur in terms of memory and screen. a huge source of income.

Samsung is actually reluctant to break up with the Côte d'Azur, because it is not good for them, and they have to lose money.

The person in charge of the North American Commerce Department said coldly: "No matter how much bullshit the interests here are, the fact that sanctions against Côte d'Azur will not change. According to the intelligence reality, Côte d'Azur is seeking to enter the field of military industry, although there is no adjustment to make it clear and specific. Which area is involved, but this is enough, the closed loop of hematopoiesis in the Côte d'Azur has to be broken."

Cote d'Azur's model is very simple. Through high-profit blood transfusion research and development into emerging technologies, emerging technologies feed back companies to obtain higher profits, and it is the global business that contributes profits to Cote d'Azur, especially in the smartphone sector. The coast is reaped.

A big reason for this is that there is no listing, and the impact of capital on the company is minimized.

As long as the closed-loop model of the Côte d'Azur is destroyed and it cannot make high profits, then there will be no money for technology research and development. This is the most simple, rude and effective way.

It's not difficult to get SMC, most of Samsung Group's shares actually belong to Wall Street, but the control is still owned by the Samsung family, and Wall Street can't interfere much.

But it doesn't mean that there is no way to make Samsung succumb. The Samsung empire can be so powerful, and its own technical heritage is one aspect, but more importantly, North America is very tolerant to allow Samsung to actively expand its global business and have a global market.

As long as it kills Samsung's global business market, it won't jump.

Although other international supply chain manufacturers on the Côte d'Azur are also unwilling, and even more than half of the members of the North American Semiconductor Industry Association may be unwilling, but it doesn't matter, they have to implement the decree when it takes effect.

In a sense, Luo Sheng's plan to build a domestic semiconductor industry chain is also a threat to them in the long run.

John looked at the head of the North American Commerce Department and asked, "What excuse are you going to find?"

"Hehe, there is already a reason to use the Riviera's involvement in the military industry to threaten the national security of the United States."

...

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