return to bolang life

Chapter 327 Non-stop: A report on the semiconductor industry (2000 monthly ticket + updates)
Monday, September 12th.

Wen Liang, as usual, walked into the campus for the first class of the new week.

Unlike in the past, Mr. Wen was surrounded as soon as he entered the classroom today.

"Wen Liang Wen Liang, I didn't get Xinghai 1 yesterday, can you give me an internal number."

"Wen Liang, I also want Xinghai 1. I'm different from them. I'm not ashamed. Can you give me one?"

"I'll buy an iPhone 5 if I don't give it a chance!"

"exactly."

No matter if they said they didn't get it, or they wanted one from Wen Liang, they all had a brand new Xinghai 1 in their hands.

Wen Liang laughed softly: "My mine, next time a new machine is released, let Bolang Terminal send one to the bosses."

"Okay, Xiao Wen." Liang Yameng raised her head high, "That's the right attitude. We only bought Xinghai 1 for the sake of our classmates. Otherwise, who would buy Xinghai!"

Wen Liang smiled and nodded in agreement: "Yes."

Liang Yameng hurriedly took advantage of the situation to ask, with a nonchalant look, but her eyes couldn't help but stare at Wen Liang: "Then what carbon fiber black, is there not much?"

"It's really gone. I gave away the unsigned batch yesterday." Wen Liang apologized, "The main reason is that there is no mass production plan. The plan is [-] units and about [-] units are planned. Xiao Chen is useless. Next time Give this special edition to every boss.”

Chen Jiaxin, who also came to the class next to her, took out her two Xinghai 1, both of which were black with carbon fiber materials.

So, Liang Yameng quickly changed her tone and said with a smile on her face, "Congratulations to Mr. Wen for getting rich."

Others also smiled and shouted: "Congratulations to Mr. Wen for getting rich."

"Congratulations." Wen Liang said with a smile, "I wish all the bosses good luck."

In the midst of chirping, everyone returned to their seats and waited for class.

The carbon fiber black version of Xinghai 1 is a pure gimmick product. Wen Liang didn’t even give it to his family except to give it to a few business partners.
It is true that there are not many finished products because there is no mass production plan.

The industrial design of the Bolang terminal is already demanding, resulting in a very unsatisfactory yield rate, so it stopped directly after a wave of trial production.

A total of less than 120 finished products, except for the 99 signed editions, the remaining few were delivered yesterday.

As for the 10th-level class, everyone should have a Xinghai 1, which is also normal.

Although the price of 3799 is not low, but there are 10 co-founders of Bolang in the 4th grade sizing class. The big back door is not easy to open, and the small back door is still open, such as outsourcing development, or engaging with Liang Yameng Internet celebrity economy.

Everyone has a little savings.

And there are some rich kids who only use iPhones, now they can support Wen Liang’s business by switching to Xinghai 1~haha~
Speaking of outsourcing development, Bolang has launched part-time outsourcing development programs for college students in many places across the country, and the number of members has expanded to 1.

Zheng'er Bajing started with college students majoring in 211. They may not have enough accumulation to create, but it is not a problem to be a brick-and-mortar developer.

This group of people can actually be regarded as the background of Bolang, and it is also the foundation for Bolang to be so proud in the field of research and development.

The generation of tens of millions of lines of code by Bolang Group every month is inseparable from them.

…………

…………

After ten o'clock, Wen Liang came to Bolang and walked to the general manager's office.

From a distance, I heard Qin Zheng talking to someone about the sales of Xinghai 1.

"Today's inventory of 28 units was put up, and it was sold out in 2 minutes. Consumers' enthusiasm for buying is even higher than yesterday."

"Just now I looked through the discussions on the Internet. Many people got the Xinghai 1 purchased online at [-]:[-] pm yesterday. It is generally believed that the experience is far superior to Mr. Ze's description at the press conference, so today there is a rush to buy it."

"I also looked at the official news released by the company. A total of 9% of this batch of deliveries were completed at 95:1 in the morning. Netizens of Haoshi also posted their reservation numbers, saying that if they were released sequentially, there would only be hundreds of thousands of people waiting in line."

"Don't talk too much, I want to watch Mr. Ze turn the screw live..."

At this moment, Wen Liang just walked to the door, and saw Lin Tong, Wu Gong and others besides Qin Zheng, with a smile on his face: "They all come from school, you guys are a bit fast."

"Maybe we set off early." Qin Zheng replied sternly.

Wen Liang said hello, sat on the sofa at one side, and chatted with everyone.

How should I put it, on Bolang's side, the real purpose of the general manager's office depends on Wen Liang's needs. For example, it is almost a place for small necessary meetings now.

Or maybe this is the correct way to open the office of the principal of a company.

Within 2 minutes, Li Ze, Li Bowen, and Li Xia walked in together.

No need to say hello, just sit down.

Wen Liang glanced at Lixia, who was obviously haggard in the dust and dust, and encouraged him: "Lizhu has worked hard, today I have cleared up the relevant affairs of the semiconductor industry, and I will take a vacation for myself."

Li Xia nodded again and again: "Thank you Mr. Wen."

She was really tired to the point of dying.

Since December, she has only been in Yangcheng for one or two days, and the rest of the time is either on the plane or on the high-speed rail, running from the northeast to the northwest and then to the southwest, east, and north.

I have traveled to more than ten major cities, and every day is...a different scenery.

Drinking hot tea, Li Xia took out the folder in his briefcase and started reporting: "After sorting out, according to the existing domestic semiconductor industry foundation, wafer manufacturing materials, packaging materials, silicon wafer manufacturing equipment, and wafer manufacturing upstream of the semiconductor industry Manufacturing equipment, packaging equipment, auxiliary equipment and other fields have different weaknesses;

Among them, domestic manufacturers of a series of major materials such as photoresist, target materials, and special gases have very few options, mainly overseas, especially the semi-monopoly of related companies in America;

The lithography machine in the wafer manufacturing equipment is the biggest weak link, and the etching and thin film deposition equipment are not too ideal..."

"After a comprehensive analysis, based on the existing domestic industrial foundation, a cooperation framework has been reached with companies such as Seven Star Electronics, Northern Microelectronics, Shanghai Microelectronics, and China Electronics Technology."

Speaking of this, Lixia specially expanded and said: "According to the cooperation feedback, Seven Star Electronics and Northern Microelectronics have a tendency to cooperate in depth and even reorganize..."

Wen Liang interrupted: "Does the relevant executives of these two companies have any ideas?"

Lixia replied truthfully: "There are their ideas, and there are other ideas. The major shareholder of Seven Star Electronics is BJ Electronics Control. This company is a wholly state-owned enterprise."

Wen Liang: "..."

Does this stepping on the horse mean that I have something to do with it?

He has really heard of these two companies. The reorganized company is called North Huachuang, a well-known company in the domestic semiconductor industry, and it accounts for more than 50% of the entire domestic semiconductor industry manufacturing equipment chain!

It is a listed company itself now, and it is still a listed company after reorganization. The top ten shareholders are all state-owned, and the actual controlling major shareholder now controls BJ Electronics Control of Seven Star Electronics.

If that's what it means, Wen Liang...actually, he doesn't mind too much. After all, he has the impression that the reorganization of the two companies took several years, and he feels like he was delayed by administrative affairs.

Seeing that Wen Liang did not intend to speak again, Li Xia continued to report: "In addition, in order to carry out technological breakthroughs in important weak links in related domestic fields, we have successively reached preliminary agreements with more than 60 scientific research institutes and universities including the Institute of Light Sciences of the Chinese Academy of Sciences, Lanzhou University, etc. A series of cooperation frameworks, according to the plan, need to jointly establish 178 large laboratories with a total of 692 experimental groups based on the two fields of materials and equipment."

"In addition, if the localization of the EUV lithography industry chain is carried out, it is necessary to add 11 new scientific research units based on materials and design directions, and form 89 large laboratories with a total of 425 experimental groups."

"Because the scope of the research involved is very extensive, the current preliminary cooperation framework is only carried out with the minimum standards. In addition to the 16 large laboratories that have been established before, the number of experimental groups that have been jointly established is now 56, and there are still 141 large laboratories that are lacking. With 636 experimental groups, we actually invested 56 billion in research and development, and there are more than 10 billion planned for inter-commercial cooperation.”

"According to the relevant calculations, based on the initial planned R&D cycle of 15 months, each experimental group needs to invest an average of 1 million in research funding to initially complete the domestic research replacement of weak links."

"Leaving aside some of the commercialized materials and equipment already formed by Seven Star Electronics and other companies, if we want to transform laboratory research into commercialization, we need to invest a lot of resources in the manufacturing and packaging and testing links of the semiconductor midstream."

"This refers to the need to build a fab by yourself."

"Whether it is SMIC, Hua Hong, China Resources Microelectronics in the mainland, or TSMC in the Gulf and other large fabs will not accept laboratory materials and equipment into their production lines;
Although it is reported that TSMC not only took out the funds to accept the customer investment plan proposed by ASML and subscribed for 5% of ASML shares, but also intends to cooperate with ASML to assemble and debug the experimental line based on EUV lithography machine, but TSMC will not accept additional laboratories. product. "

During this period, ASML has done a lot of work to promote EUV lithography machines, among which this customer investment plan is the top priority.

ASML took out 25% of the shares and invited major customers to make joint investment. It was an initiative to initiate financing. Intel took the lead in subscribing for 15%, but 10% of them were invested in 18-inch wafer lithography machines, and only 5% were invested in Investment in EUV.

TSMC subscribed for 5%, Samsung thought for a long time and only subscribed for 3%, giving up 2%.

At this time, the market value of ASML is only 200 billion Euros. They have already produced the EUV prototype engineering machine, and they believe that they need to continue to invest 10 billion Euros per year, and mass production can be done for five years. Of course, in fact, the ideal mass production plan is five It hasn't been done after years, and it hasn't even been done.

So the final result is that orders are given to ASML like snowflakes, but at least they are scheduled until 2025.

Putting aside these digressions, the key points of Li Xia's report are already very clear.

1. Whether Bolang wants to comprehensively promote the research on the technical weak links of the domestic semiconductor industry chain.

2. Whether Bolang will build its own fab for this purpose to pay for the research results and transform them into commercialization.

3. Does Bolang have any money...

The third point is spontaneously added by everyone present in the office.

In fact, Wen Liang arranged for Li Xia to sort out all the things in the upper reaches of the semiconductor industry chain day and night.

Two directions: materials and equipment.

The lithography machine, which has always been valued by public opinion, is only a part of the upstream equipment.

It's just that it is finally applied to the key link of the front-end process of midstream manufacturing. It is indispensable and high-tech, and has become the focus of public knowledge.

According to the division of the upper, middle and lower parts of the semiconductor industry chain, Bolang Terminal is actually only involved in the IC design part of the midstream, and there are a lot of consumer electronics products that can sell the most among the downstream electronic products.

The actual results are still zero for upstream materials and equipment that require massive investment in R&D resources, and midstream manufacturing and packaging and testing that require massive investment in construction.

However, Lixia mentioned that the first phase of R&D funds required for upstream materials and equipment is 692 billion in total, and currently only 56 billion has been invested, which is not enough.

In addition, the factory investment in midstream manufacturing and packaging and testing starts at tens of billions.

That is, even if only the semiconductor industry chain relying on DUV lithography as the core is settled, Bolang needs to prepare hundreds of billions of funds initially, and it is not yet known how much investment will be required from the laboratory to commercialization.

So how much money does Bolang have?

For example, there are 120 billion that arrived in the morning, and there may be tens of billions of revenue that have not yet left the public account.

Not much.

But it is still a drop in the bucket. After all, Bolang must maintain normal operation, maintain basic development investment, and continue to invest in the construction of simple infrastructure, such as data center clusters.

Therefore, everyone in the office focused on the third point they added, and they were all thinking about how to speak...
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PS: This chapter is a bit tricky. For example, I can’t give an accurate figure for the details of R&D expenses. According to the approximate interval of data integration, there is another chapter, but don’t wait, it is estimated that it will be finished in the early morning... In addition, these Are the grandparents not interested in the chapters on nature?
(End of this chapter)