Riding the wind of rebirth

Hu Changfeng looked a little heavy, because China is currently at a critical juncture in the "development of sub-micron process technology" similar to Taiwan. How to prevent what happened in Taiwan from happening in China is a serious issue.

Judging from the experience introduced by Kwon Wu-hyun, huge investment is the primary condition for DRAM chip manufacturing. However, China and Taiwan also lack independent core technologies, so they also need to rely on purchasing technology licenses and process equipment to build production capacity.

If this is the case, the difficulties are not insurmountable. First of all, Project 809 has introduced sub-micron wafer fabs. Although it has been delayed for more than a year, the danger lies just at this point.

Funding is not a big problem. The fab is already there, and the only thing left is the money to purchase technology licenses, which saves half of it.

What's more, the country's situation is different from other countries in the world. Great men have said that our superiority is to concentrate our efforts on big things. For a company, even Huahong and Clover can be replaced by billions of dollars. Overwhelmed, but with the support and support of the state, gritting one's teeth is not a big problem.

What's more, Jinhai already has the production capacity of 64MDRAM chips. Although the process is high, the technology is rough, and the cost is not low, the first step of "does it have it?" has been solved, and the basic technical strength is already available.

However, according to Moore's Law, component deployment can double in eighteen months. In theory, Jinhai's DRAM will no longer be advanced in another year.

In other words, if the production capacity is insufficient, the sales volume is insufficient, and the money earned cannot be used to update the wafer production process and new chip manufacturing process within 18 to 24 months, then even if the technology leadership is temporarily achieved, it will eventually be lost in one or two years. Due to lack of stamina, it could not keep up with the international advanced level, and in the end it was all in vain.

The reality is so grim. Why Lenovo does not dare to take the path of research and development is not because it is based on comprehensive considerations based on its own capabilities, strength, and most importantly, courage.

Hu Changfeng could really describe his gratitude to Zhou Zhi at this moment. Huahong currently has the ability to attract hundreds of millions of dollars a month, which is the prerequisite for him to have enough time to consider these things.

Otherwise, what if we set up one or two production lines? What is most advanced now will become backward in two years. No matter how much money is spent, the industry will still collapse in the end. How can I explain to the country? Are I considered a national sinner?

The current situation is at least much better than when Project 809 was founded...

Zhou Zhi is also thinking, but from a different perspective than Hu Changfeng.

Currently, those countries that have the advantage of being the first to develop have not implemented all kinds of shameless strangleholds and sanctions on the latecomers. However, if they do not take advantage of the opportunity in the past few years to seize the technology of those first-mover countries, once they produce their own If there is an industry generation gap between your ability and others, then you really have to let them control it.

If you want to pursue it then, the price you have to pay will be much higher than today.

If you think about it further, even if you can't catch up with others, when Moore's Law develops to a certain extent, it will produce another effect - a slowdown effect.

The so-called Moore's Law slowdown effect means that after the chip manufacturing process has developed to a certain level, due to the approach to the process limit, phenomena such as charge drift between devices can no longer be avoided, making it extremely difficult to continue shrinking the manufacturing process. Close to bottleneck.

This phenomenon will be very obvious on chips with relatively simple structures such as DRAM.

The careful plan is to grit their teeth and chase all the way. Even if they are latecomers, as long as they are not pulled too far behind and persist until the slowdown period of Moore's Law for DRAM chips arrives, they will win. Because by that time, the advantages of top-level DRAM over secondary DRAM are no longer obvious, and the proportion of secondary chips in various application environments around the world will expand to such an extent that top-tier chips cannot eat up their profit margins. situation.

When the profit earned by sub-grade chips is even higher than that of top-grade chips, the industry will be completely over.

Controlling a huge market base of more than one billion people, even if you don't overtake, you will still win, not to mention that there is no chance of overtaking at all?

The biggest risk, the one that needs to be avoided the most, is still the situation I experienced in my last life, which is being thrown away from generational differences and then being manipulated by others.

Is there such an opportunity in this life?

While thinking about it, Kwon Wu-hyun changed his tone and explained Samsung's investment in China.

There is no doubt that Samsung's most important investment in China now is the Jinhai 64M DRAM production line.

However, due to distrust of domestic wafer production lines, Samsung's first batch of DRAM still uses its own domestic wafers. This is also Samsung's quality requirement for its own products. This makes Samsung's DRAM, no matter the size of the components, single Chip data capacity, response speed, temperature control, energy saving and other aspects of performance are all ahead of other brands in the world.

Therefore, Samsung Group hopes that Huahong and Clover can authorize Hong'an Digital to design a new generation of WinClover players. Even Samsung Electronics' R&D team can participate in joint design. It is believed that players using new DRAM can be smaller in size. , the capacity can be larger and more popular in the market.

Zhou Zhi knew that he should speak at this time, raised his hand and said: "Dear President Quan, although your group's current DRAM has excellent performance, the price is also high. We only adopted the DRAM with slightly lower performance after weighing the pros and cons. But the Toshiba brand has obvious price advantages."

"If we use Samsung's DRAM, it will not be a wise move until the price/performance ratio is established."

Seeing that Quan Wuxuan wanted to speak, Zhou Zhi quickly raised his hand, and then continued: "Of course, we have also been actively seeking opportunities to cooperate with excellent component suppliers like Samsung. After careful verification and analysis, we found that Jinhai DRAM factories can actually reduce costs."

Quan Wuxuan couldn't help but smile: "Mr. Zhou, Miss Zhang has already reported this plan to the company before. After research by our expert team, it was found that although the wafers produced in your country meet the needs in terms of process parameters, there are other problems. In many aspects of performance, it is difficult to meet our basic requirements. The result is that the complete frequency of the product drops sharply. This additional loss is something we at Samsung cannot afford."

"I believe Miss Zhang has conveyed this conclusion to you. Now there is no need for us to continue discussing it, right?"

"Dear President Quan." Zhou Zhi continued to insist: "Although we, Clover, are just a start-up, we have a corporate culture called 'how to ask three questions.' That is, every time we receive a question or complaint, Clover will ask why three times. Work your way up, layer by layer, until you find the real root of the problem.”

"After receiving your reply, we asked the first reason, that is why our domestic wafers cannot meet the raw material needs of your Jinhai factory?"