1991 Starting from the core

"Before humans can't leave the earth and enter space colonization, ground transportation will be a constant topic. This is the only reason why we started the car project at that time."

After reading the document, Su Yuanshan did not immediately express his position or give suggestions. Instead, he talked about Yuanxin's understanding of electric vehicles - this is also the understanding of Wang Chuanfu, a member of Yuanxin's executive board.

“Whether it is the increasingly critical environmental problems we are facing, or the controllable nuclear fusion that can be expected in fifty years, energy storage electric vehicles are currently the best solution.”

Of course Wang Chuanfu knew this, but he still listened very seriously and even took out his notebook to write it down - this was not because he was flattering, but because he knew that Su Yuanshan was teaching him to "tell stories".

"As a backward country, it does have a natural advantage in infrastructure planning. We can unify power battery specifications through various means such as unified standards and open patents."

"But to establish a comprehensive battery replacement system, cable cores alone are not enough." Su Yuanshan flicked the document and laughed.

"Yes... the investment is indeed a bit large." Wang Chuanfu stopped writing and said with a sly smile: "But aren't we talking about feasibility now..."

"Of course it's feasible." Su Yuanshan said immediately: "Even some of the difficulties you listed here, such as how to balance the peak power consumption between regions and between weekdays and holidays, I can give you a solution now. plan."

"Ah? How to solve it?" Wang Chuanfu perked up.

Without considering the initial infrastructure costs, he really didn't think of a good way to make this battery supermarket wasteless and able to meet demand at any time.

"Big data AI can solve the problem. Through comprehensive analysis of each tram's power, battery replacement habits and even trip estimates, it can easily calculate the peak demand for battery replacement in a certain area, and then set up redundancy That’s it, let alone peak periods such as the Spring Festival and National Day that can be predicted in advance. The usual off-peak periods are used for battery repair and maintenance..."

"These are just small details that can be realized through technology. The most important thing is to see whether each country can have the courage to build communication base stations to lay out and build this battery replacement system." After a pause, Su Yuanshan said: "And we know that at this stage, the construction of communication base stations... the investment and return are almost immediate."

"Then what to do..."

"I'll think about it again." Su Yuanshan shook the document, pondered for a few seconds and then asked: "How long will it take for the technology to be implemented?"

"It should be very soon, and in order to facilitate the maintenance and replacement of power batteries, we also plan to open up a new field of modularization."

"Well, for the time being, we will promote the construction of urban charging piles step by step, and then wait for our first pure electric SUV to be launched, and then comprehensively promote infrastructure construction." Su Yuanshan said with a smile: "Old Wang, in our Before mass-produced cars are launched, before the technology is mature and the future is clear, even if the superiors trust us, they will not dare to rashly start infrastructure construction of this scale. Don't you think so?"

"Then if the technology matures... and the superiors still dare not push it, what should we do?"

"Then let Yuan Xin push it."

*

*

Although he has reservations about Wang Chuanfu's radical battery swap station strategy, Su Yuanshan still affirms Wang Chuanfu's idea of ​​modularizing power batteries. And I support Wang Chuanfu to start it immediately - if nothing else, the implementation cost can at least be reduced. When renting a battery, you most likely start from a 4S store.

As a consumer, this is sometimes the case. As long as it's cheap enough, I'm willing to accept a little trouble on a conditional basis - not to mention that it also provides upgrade options?

This krypton fraud model has been confirmed by many industries in later generations, and has been tried and tested repeatedly.

The next day, Su Yuanshan went to the car factory with Wang Chuanfu, and Li Junyou went to the global exhibition with Divo, so the main person in charge here was Sun Xiaochuan, the chief engineer.

Su Yuanshan has always been extremely decisive and decisive. Since he decided to support Wang Chuanfu, he directly held a meeting with Wang Chuanfu, Sun Xiaochuan and others in the factory to determine the idea of ​​modular design.

Then he went to the wafer factory and met Liang Mengsong who was working overtime to improve the yield.

"The yield rate is now less than 50%." Liang Mengsong took off his dust-proof clothing and strode towards Su Yuanshan. Then the two of them walked to the office together: "Currently, only the Kirin A5 is holding up, which is a bit of a loss."

"There is no other way. If we seize the market opportunity, we can only grit our teeth and endure it." Su Yuanshan is actually very satisfied with this 50% yield rate - this means that although the cost of Kirin A5 is higher, at least the volume can be increased.

The only unpleasant thing is that after FarCore improves the yield rate, other manufacturers' 65nm same process layout is probably in place... By then, those people will not care what your yield rate is, they will just get on board.

"Well, but the trouble now is that we only have this 65nm line now, and... we skipped 90nm. It seems that we are ahead of Intel, but we still have to go back." Liang Mengsong frowned slightly: "Intel's side 193 dry engraving is being pushed forward step by step, and the 90nm process has now been completed. In this way, all production lines can be upgraded... Whether it is the production capacity of processors or flash memory chips, it is a huge Advantage."

Su Yuanshan was silent. The 193nm ARF can theoretically go down to the 60/55nm node, and can be widely popularized and upgraded at this node.

As Liang Mengsong said, although Deyuan has directly completed "overtaking in corners" by relying on immersion lithography machines in the most advanced technology, the road to 90nm still needs to be taken.

——Otherwise, those 193 dry engraved lines can only stop at the 0.13 micron process technology.

After all, the production capacity of immersion lithography machines is limited, and even ten years later, 90nm will still have a huge market.

"What about the second lithography machine?"

"I heard it was given to Intel."

"Holy shit?" Su Yuanshan stared, and was about to pick up the phone to question Zheng Zhenchuan - according to what he knew about the initial order plan, Deyuan had to get two units before arranging them for others.

Liang Mengsong smiled slightly: "It is said that Intel has shipped many ordinary Arfs to Acer."

"Uh..." Su Yuanshan stopped.

I didn’t expect that a big boss like Intel would swallow his anger sometimes...

"This is the technology at hand, I have it in the world." Su Yuanshan smiled and sighed: "Intel is obviously anxious."

"Yes, we took the prototype, waited for a year, and skipped 90nm to 65nm. Even if Intel gets the immersion lithography machine now, it can't catch up with us. Fortunately, he can do it in one It will be bad luck to catch up with us within this year, it will take two years or even more - but by then, we will have already moved towards 45nm.”

Su Yuanshan turned his head and looked at Liang Mengsong. Seeing the strong confidence on his face, he smiled and nodded: "Come on, I'll wait for you to meet up with my senior brother."

"We will definitely meet up!"

——With the birth of immersion lithography machines, it means that in terms of manufacturing process, it is possible to realize designs that must use FinFET technology.

According to Deyuan's drive and speed in advancing the process, 45nm, 32nm, 22nm... these process nodes will be on track and just around the corner.

*

*

"Mr. Shan, when we are all brothers and sisters, you can't favor one over the other!"

In Li Mingliu's office at Yuanxin Shanghai Science and Technology Park, Gao Xiaodi sat opposite Su Yuanshan, bursting into tears and speaking sincerely. While he was denouncing Su Yuanshan, he winked at Li Mingliu, but the latter ignored him and just watched his performance happily along with Su Yuanshan.

Gao Xiaodi's denunciation obviously means that Su Yuanshan prioritized the Kirin A5 processor for the 65nm process and chartered it - multiple chips of different processes can exist on one wafer at the same time.

As a platform near the water, Gao Xiaodi's Aolong processor was only a few days behind Qilin, but he was kicked off...

"unfair."

"What's unfair? You don't wait for the rice to be put into the pot." Su Yuanshan laughed and said: "Yidoo4 has sold eight million units so far. If you say you don't give priority to increasing the volume of Qilin, who will you do? Then you and Suzaku will Just squeeze it in.”

"Tch... I'm afraid that not only the protagonist will be squeezed, but also AMD and Xinghai - do you think Intel will lick its face to squeeze?"

"..." Su Yuanshan rolled his eyes.

"Don't roll your eyes, I'm serious. Now Deyuan is two full node generations ahead of Intel. No matter how bad our design is, with the support of the manufacturing process, we can definitely beat Intel..."

"Never underestimate Intel. They can achieve the limit of ARF, which is the 65nm process - do you want to bet that Intel will soon launch a mature 90nm process."

"...Speaking as if you are the CEO of Intel."

Su Yuanshan laughed: "Don't underestimate your enemies, especially overlords like Intel. If you keep them anxious, they can do anything."

Li Mingliu heard something in Su Yuanshan's words and asked curiously: "What did Intel do?"

"I heard... I just heard..." Su Yuanshan squinted his eyes and smiled at the corner of his mouth.

"I heard that Intel plans to marry Acer."

"Huh? What do you mean?" Gao Xiao was startled for the first time, and immediately jumped up: "The wedding family? Do you want to become a shareholder?"

"Yes, and they also invited parents."

Su Yuanshan looked to the west, the smile on his face getting thicker.

——Under the pressure of Yuanxin, Xinghai, and AMD, today’s Intel is no longer the intel that dominated the previous life. It needs to be noted that Intel has not taken too many detours in dual-core. He quickly corrected his mistakes and re-stabilized his position as the boss.

More importantly, Intel's share of the flash memory and solid-state drive markets has been broken by Yuanxin - with the cooperation of Li Mingliu and Fujio, the flash memory has directly entered the bargain price stage this year, thereby "temporarily" defeating Intel in one fell swoop. intel.

This means that although Intel today still has its status in the world and the market, it has little money.

This can be seen from the stock price - compared to the end of last year, Intel's stock price has shrunk by 30%.

Now that Intel has no money, it can no longer spend a lot of money to directly maintain ASML as it has in history - yes, Intel also drags Samsung along to support it.

Even if it wants to "support", Intel has to consider that before EUV enters its own wafer factory, what it needs more is immersion DUV.

Therefore, Su Yuanshan received the information that Intel planned to invest in Macron to obtain priority supply rights.

According to the news that Su Yuanshan just inquired about, it seems that the higher-ups also intend to make an opening to allow Intel and Acer to have deeper cooperation.

After all, keeping a low profile is still the main strategy at present.

Regarding this, Su Yuanshan did not express any opinions. He just reminded Zhang Rujin that if Intel takes a stake in Macron, then Deyuan can consider it, or even it is necessary to take a stake in ASML.

——Double insurance, everyone can come and play.

…

When Su Yuanshan was asked to use "inviting parents" as a metaphor for Intel's strategy, Li Mingliu was startled for a moment. He was no better than Gao Xiaodi, and he quickly thought of the EUV alliance represented by Intel.

"Can Macchip join the EUV alliance?"

"Acer cannot join the EUV alliance."

"Why?"

"Because the EUV alliance that was disintegrated is the good EUV alliance." Su Yuanshan blinked and smiled softly.

Li Mingliu immediately fell into thinking.

But after thinking about it for a long time, he still couldn't understand the meaning of Su Yuanshan's words.

Disintegrate the EUV Alliance? How to disintegrate?

Facing Li Mingliu's puzzled gaze, Su Yuanshan said softly: "The two major wafer fabs in the EUV alliance, AMD's Global Foundry, no longer exist. Intel also has to cooperate with Acer because of its immersion lithography machine... Then ASML, the only lithography machine manufacturer in the EUV Alliance, has no meaning of existence anymore.”

"In other words, there is no point in existing in the EUV Alliance. And without lithography machine manufacturers... can the EUV Alliance still exist?"

Li Mingliu and Gao Xiaodi looked at each other. The latter's eyes widened, and it took him a long time to say the word "fuck".

"Then ASML... is it almost gone?"

"Of course not... Intel and AMD can't be counted on, but Deyuan and SK can be counted on..." Su Yuanshan chuckled: "We'll see what ASML says then."

"You mean, Deyuan and SK will invest in ASML?" Li Mingliu also looked confused and puzzled.

"right!"

——Su Yuanshan, who is extremely familiar with ASML, is well aware of the heritage and resilience of this small lithography machine company that emerged from a garage. And as long as it doesn't give up and die, it's really difficult for an optical technology company that doesn't want to die... to die.

In the previous life, ASML held the three magic weapons of dual workpiece tables, immersion lithography, and EUV. There were long lines of fabs waiting for shipments at the door. It could be said that it was the well-deserved boss, BOSS. The kind that doesn’t give other friends and businessmen a way to survive.

But even so, Nikon and Skills are still not dead, they are still lingering on, and until the end they still have the courage to challenge EUV.

Therefore, while Intel wants to seize the opportunity of Acer, Deyuan, SK or ATC will provide ASML in a timely manner... This is indeed in line with the semiconductor industry's philosophy of not putting all eggs in the same basket.

Su Yuanshan knew that ASML really made the EUV lithography machine!