1991 Starting from the core

After the mental preparation before the decision was completed, the atmosphere between the three people suddenly changed.

A relaxed and comfortable atmosphere was clearly felt.

Sanders crossed his legs and held a cup of coffee. His behavior became more elegant, and he looked like an old gentleman. If he hadn't been well aware of this old man's past, Su Yuanshan might have been frightened.

"Su, can you guarantee that the foundry after the reorganization can get orders from Macron as soon as possible?" Sanders put down the coffee. Although he concealed it well, Su Yuanshan still saw the expectation in the old man's eyes.

Perhaps Yuanxin's press conference has attracted the attention of practitioners in the world's technology field, especially those in the field of communications and mobile product consumption.

But in the semiconductor industry, what is most concerning is Su Yuanshan’s report at the Semiconductor Asia Summit a few days ago, and the “good news” he said at the end.

After all, it is a new generation of photolithography machine that can theoretically explore the process to below 10nm through the wafer factory process!

Sanders didn't know what other people's reactions were, and he didn't want to know.

But Sanders knew that Sematech (Semiconductor Manufacturing Technology Strategic Alliance), which is looser than the sand on the Pacific coast, held a forum meeting on the first working day after the Asian Semiconductor Summit. .

//Note: This is considered the first generation. It was developed by the United States in the 1980s. Later, UMC, Samsung, and TSMC were also included in the system, with a total of more than a dozen companies. As for SIAC (Semiconductors in America Coalition) established in May 2021, it can be regarded as the Plus version of Sematech.

At the meeting, representatives from UMC, who had never had much say in the meeting and whose market share was increasingly being eroded, burst out with extremely angry accusations. They angrily pointed out that for so many years, Sematech has not done anything practical and has promised to share technology to reduce waste. There is nothing to allocate resource chains and develop together... we can only watch the rise of Yuanxin.

In the end, the forum evolved into mutual accusations and cross-examination among members, which is a big joke in the world.

But when everyone calmed down and returned to normal thinking and response, everyone realized that Su Yuanshan's prediction of the future of semiconductors was most likely right.

Sanders also admitted that Su Yuanshan’s speech was no less than a directional prediction and even guidance for the semiconductor industry.

But as an old man in the traditional semiconductor field who has personally witnessed mankind's transition from the transistor era to the semiconductor era, Sanders also believes that no matter how vast the market for laser semiconductors and power semiconductors is in the future, traditional silicon-based semiconductors still have great potential.

And so far, there are no signs that it can be replaced by other materials, such as "carbon-based materials" in a short time.

Even though scientific research institutions have begun to enter the research and development of graphene devices, Sanders still believes that it will not be possible for another 30 to 50 years!

Speaking of which...graphene was also discovered by Su Yuanshan.

All these factors forced Sanders to admit that this young man was the one sent by God to give a boost to the semiconductor industry.

Similarly, Sanders also had to admit that after experiencing the order turmoil for the dual workpiece stage lithography machine - although Acer's original dual workpiece stage lithography machine did not affect the high-end process technology, it did not affect the mid- to low-end manufacturing process. The impact of the end production line is huge - at the moment, choosing to reorganize with Deyuan and Xinghai is the choice that best suits AMD's interests.

But the premise is that the reorganized foundry has the same independent status as Deyuan.

…

Seeing Sanders' burning eyes, Su Yuanshan breathed out softly.

"The first thing I want to state is that, as far as I know, all current domestic policies and Acer's strategies have shifted towards comprehensive marketization - that is, Acer arranges orders from the perspective of production capacity and its own development and cooperation. . In other words, it is very likely that one from Intel, one from Deyuan, one from Texas Instruments, and one from STMicroelectronics - such an order can be arranged. I think the reply you got from the equipment supervisor at Macron That’s true too, right?”

Sanders nodded slowly.

"Jerry, you have to believe in Hongxin." After a pause, Su Yuanshan said softly: "Hongxin will most likely be reorganized and will also open up foreign investment, similar to EDA."

Sanders and Carly glanced at each other subconsciously, and then nodded at the same time.

"If you take a step back and say... there are other forces trying to interfere - this is almost impossible - then I promise, I will directly ask someone to dismantle the lithography machine from Deyuan and transport it here."

Su Yuanshan exhaled slowly and looked at Sanders with a smile: "Jerry, are you relieved now?"

"Um."

Su Yuanshan's promise may seem like "child's play", but in the eyes of Sanders and Carly, this is undoubtedly the best guarantee.

Seeing that Sanders no longer had any doubts, Su Yuanshan smiled slightly.

"Jerry, now it's my turn."

"you say."

"What do you think of the EUV Asia Alliance?"

Sanders stared at Su Yuanshan for a few seconds, then shook his head with a smile: "I can only say that on the road to the next generation of light sources, or the ultimate light source, it is good to have more efforts."

"Yes. But what if Asia's efforts fail?" Su Yuanshan stared at the old man, and before the old man could think about it, he immediately said the next sentence.

"AMD is a member of the Westside EUV Alliance."

——This means that you have an obligation to let the wafer factory here place an order and get ASML's EUV lithography machine as soon as possible.

*

*

Back at the villa, Ye Rudai had already packed his luggage for him.

"Done?" Seeing her husband's light steps, Ye Rudai smiled and expressed concern.

"Well, it's not done. It can only be said that a preliminary consensus on cooperation has been reached. Next, we have to wait for the approval of the commercial departments of both sides... There is no problem in China. We have said hello a long time ago, but the United States said no. Right."

Ye Rudai blinked and joked: "That's enough, Brother Xiaoshan. This kind of cross-border restructuring and M\u0026A worth tens of billions of dollars, you just say hello and the country will let it go."

"Mao Yao... We have done a lot of work, okay? The relationship reached the top before it was finally finalized. And the higher ups are also worried that the old and American side will do the same thing as last year. Don't lose both people and money by then." It’s very uncomfortable.”

Ye Rudai: "..."

"The main reason why the superiors are worried is that they have no confidence in Deyuan - and I don't even think about it, when have I, Su Yuanshan, ever done a loss-making business?" Su Yuanshan laughed and bared his teeth: "I directly convinced the leader with these words. "

Ye Rudai: "...Now we are waiting to see the opinions of the commercial department here in the United States?"

"Yes, we need to provide a lot of documents and materials, but fortunately, Deyuan itself is a listed company on the New York Stock Exchange and is very transparent. And in terms of shareholder composition, although Deyuan is still the largest shareholder, overall, Western Capital has actually taken up most of it - look, how much profit have we given up in order to develop?"

"Ha, let's not talk about this. Anyway, my work here is over, and the rest should be left to Lao Zhang and the others." Su Yuanshan opened his arms to his wife: "By the way, don't forget to watch David's late night talk show .”

"..."

*

*

Domestic, capital.

At the mobile headquarters, Chen Yue and He Wei each led their respective teams to sit on both sides of the conference table.

Although the two sides were in a negotiation posture and were not "very equal" in terms of their respective identities, the atmosphere was unusually harmonious.

Chen Yue, China Mobile's new deputy general manager, is in charge of operations - in the common structure of listed companies, he is the COO. If Yuanxin had to find someone to benchmark against, it would be Wan Yongliang, the former head of the marketing department, now senior president of Yuanxin and chairman of ATV Group.

Although He Wei is the president of the marketing department, her actual work is the same as that of the COO like Chen Yue.

"Mr. Chen, Yuanxin and China Mobile have a long history of cooperation..." He Wei smiled. She wore a little heavy makeup today to cover dark circles, so she didn't dare to make it too obvious: "It was still in the GSM era. , we shoulder the responsibility of promoting the popularization of mobile communications side by side with China Mobile."

"Yes, we were very poor at that time. If it weren't for Yuanxin's support, the domestic communications industry would have lagged behind...by at least three years." Chen Yue was in his early forties this year and in the prime of life. He glanced at the people around him and said with a smile: " Am I right?"

"Yes Yes Yes."

"Yeah."

"It all depends on the telecore."

"Mr. Chen, three years should be less, five years is about the same."

"Yeah."

As soon as he complimented me, he immediately nodded his head like a chicken pecking at rice, making flattering noises.

The people at Yuanxin were dumbfounded - they were a bunch of people who were increasingly planning their marketing based on big data. They had never seen such a battle before.

"Mr. He, although we chose CDMA2000 for one reason or another, our cooperation has always been there. Now is the time for us to increase our efforts to popularize 3G. Money is really needed everywhere. All have to be paid back..."

Chen Yue sighed as he spoke: "We finally understand that at critical moments, we still have to rely on Yuan Xinduo's support!"

He Wei could maintain her mentality before, but now her teeth are itching.

——Good guy, I originally wanted to use Yuan Xin’s previous favors as an excuse to shorten the payment time here, but I didn’t expect Chen Yue to climb up the ladder...

——In China, promoting the sales of Yidoo4 in the form of an "alternative installment" of 3G packages + free mobile phones is a matter that many parties have hit it off with and have even discussed long ago. Not to mention strategic partners like China Unicom, even China Mobile is welcome.

The only question is how strong it will be.

With the end of the press conference, the hot sales and topics generated by Yidoo4 made operators quickly see the prospects.

That is, as strong as the force can be, it can be used as much as possible. And even faster!

As a result, the solution proposed by Yuanxin was quickly adopted by domestic operators.

Then there is only one question left.

How to distribute profits and how to settle payments.

From Yuanxin's point of view, it is naturally best to hand over the money in one hand and the mobile phone in the other. But from the operator's perspective...it's best to wait until enough money has been collected from consumers and even make a profit before settling the payment.

——In reality, Yuanxin hopes that the payment period will be half a year, while China Mobile hopes to have a one-year period.

This is where the entanglement between the two sides lies.

And the reasons given by China Mobile are also very grand - they are indeed setting up 3G base stations on a large scale, and this is also the soil and foundation on which Yidoo4 relies.

When Chen Yue saw He Wei frowning, he glanced at his watch without leaving any trace, and immediately said: "It's almost noon, how about we eat first and then talk in the afternoon?"

"Yeah, okay." He Wei nodded cheerfully.

She knew that she was really not good at the negotiating table.

Anyway, her biggest responsibility has been completed. If the negotiation really fails, Yuanxin has many good negotiators.

After all, a mobile phone is no better than a base station. This is a consumer electronic product. How can I let you play with it for a year first?