Reborn Millennial Gamer

Chapter 777 Don’t say you didn’t predict what you said (4k)

The news that Fuxin completed 32nm mass production reached Baodao in just one day.

Following Fuxin’s info packaging technology, it once again caused an earthquake in BayWan Semiconductor.

The logic is so terrifying!
In the TSMC conference room, executives such as Cai Lixing and Zeng Fancheng were summoned urgently by Zhang Zhongmou. Even Jiang Shangyi, who was busy lobbying in the United States, was hastily recalled, and the atmosphere was extremely dull.

"boom!"

Zhang Zhongmou clenched his fist and smashed the table, "It's this composite core again! It's this Liang Mengsong again!" Looking around at the silent crowd, "What does 32nm mean? I don't think you need to remind me, right?"

"Mr. Zhang, our 28nm process mass production has been completed. Complex core is still half a generation behind TSMC. It will take at least one or two years from R&D to trial production to mass production."

Jiang Shangyi comforted him.

"Recoverable cores include Liang Mengsong and Hu Zhengming!"

Cai Lixing gritted his teeth, "It only took half a year to break through the technical difficulties of mass production. You know, it took us more than a year to develop the 32nm process."

Zeng Fancheng added: "The info packaging technology was also completed under the leadership of Liang Mengsong, and it will steal the show this time."

"The technical principles of info packaging cannot be said to be exactly the same as CoWoS, at least they are exactly the same. The biggest difference is that the silicon interposer is replaced by other materials."

As the person in charge of the advanced packaging project, Jiang Shangyi realized that they wanted to use the excuse to throw the blame for the failure of the CoWoS order on his head. He was so excited that he immediately explained.

It's not that your own CoWoS is not good, it's just a rogue operation and cutting corners, but there are many major chip manufacturers who are willing to do it.

It is simply impossible for wild boars to eat fine chaff!
"Isn't the problem lies in cost and price? Isn't the fundamental reason why info packaging can get so many orders is that it is more cost-effective than our technology?"

Cai Lixing smiled coldly.

Companies such as Nvidia, Qualcomm, and Infineon have taken the lead in testing complex cores. The major European and American semiconductor manufacturers, which were hesitant due to technical and price issues, all jumped on the info bandwagon with confidence.

Chartered Semiconductor, AMD, Google, and even competitor Intel all cooperated with Fuxin on their own chip packaging. Not only did TSMC fail to complete a single business, it even caused Samsung to spit out a lot of packaging business and was snatched away. .

"about this point,
"Mr. Zhang, give me some more time. I promise that based on CoWoS, I can develop a more cost-effective technical solution than Fuxin's info." Jiang Shangyi vowed.

"Research and development? How many years will it take? One year? Two years! How much funding will it cost? US$5000 million? US$1 million?" Cai Lixing tried every means to destroy Jiang Shangyi's first success.

My position as CEO is not that easy to replace!
"Stop talking. Now that you have done advanced packaging, you must stick to it. Shangyi, just keep doing it."

Zhang Zhongmou is wily and calculating.

Complex cores and TSMC's advanced packaging are like Pandora's box. The domino effect has just begun. The upstream and downstream division of labor model that the semiconductor industry has spent decades stabilizing is slowly being loosened, and the entire pattern is facing reshuffle.

After all, from design to production, from packaging to equipment, complex cores challenge the old global semiconductor system.

"Uh……"

Zeng Fancheng saw that Cai Lixing and Jiang Shangyi were not dealing with each other, so he quickly changed the subject: "Mr. Zhang, there is news over there. I hope we can put aside our personal grudges and accept private mediation. It is easy to negotiate compensation and other things, but Liang Mengsong wants to stay in the complex." core."

"Haha, dreaming!"

Jiang Shangyi didn't even think about it, and other people at TSMC also agreed. If Liang Mengsong doesn't leave Fuxin, TSMC will have no peace. He even hopes that Hu Zhengming will get out of Fuxin.

"But the attitude over there is very tough. The director of the Electronics Department of the Ministry of Industry and Information Technology made it clear, but don't say it was unforeseen." Zeng Fancheng said.

"You reply to him, we can accept the settlement, even the compensation is not required, but there is only one requirement, Liang Mengsong must leave Fuxin, there is no room for negotiation!"

Zhang Zhongmou's face was filled with murderous intent.

"But now because of the lawsuit against Liang Mengsong, Logic is reducing orders from TSMC. Sun Hongjun said that if the lawsuit is not withdrawn before the verdict, all orders from TSMC will be transferred to other peers."

Zeng Fancheng is worried that TSMC has become increasingly dependent on logic in recent years, and logic orders account for 23% of the company's revenue.

If the order is canceled logically and the gap is not filled in time, the revenue and profits will be ugly, the financial report will be ugly, and the stock price will be even more ugly.

"So what if there is no logic? Didn't TSMC survive well when there was no logic in the past? Could it be that TSMC cannot do without logic?" Jiang Shangyi looked left and right, "I think there is an alternative to logic. Good choice.”

"Did you mean apples?"

Zhang Zhongmou narrowed his eyes.

"Mr. Zhang is wise. Logic is now driven out of the United States like a lost dog. The future American market will definitely be dominated by Apple. If TSMC can join Apple's supply chain, it will be enough to fill the hole where Logic stopped cooperating." Jiang Shangyi said seriously.

"But when it comes to Apple's supply chain relationship, Samsung is closer than us." Cai Lixing frowned.

"Hehe, that's not necessarily the case."

Jiang Shangyi smiled, "Although Samsung, like us, has formed an alliance with Apple, after all, TSMC is a foundry, but Samsung still produces mobile phones. It can be said that it is naturally a competitor with Apple, but because logic is the biggest enemy. , had to put aside the dispute and cooperate for the time being."

Zhang Zhongmou nodded, "I understand what you mean. Apple is also wary of Samsung. It will not invest all its eggs in Samsung. It will make certain adjustments in chip procurement and foundry and tilt it to TSMC, which has no conflict with its own business." .”

"That's true."

All of a sudden, there was a lot of discussion and whispering.

"But how should we cooperate with Apple?"

Cai Lixing was excited.

"Mr. Zhang, let me put forward an idea." Jiang Shangyi stated the general framework of cooperation. "There is another one. If Apple is willing to provide a huge order, TSMC can also accept the condition of bearing the cost of defective chips."

"what?!"

Everyone was shocked and in an uproar.

Generally speaking, the cost of defective chips is borne by the buyer. Only particularly strong buyers only require the quantity of good chips, and the foundry is responsible for the losses caused by the production of defective chips.

"This condition is equivalent to binding TSMC to Apple." Zhang Zhongmou looked at Jiang Shangyi intently, expressionless.

"With the logical withdrawal of orders, TSMC is equivalent to being separated from the logical supply chain. In today's world, the only thing that can be compared with the logical supply chain is the Apple supply chain. TSMC is bound to Apple not only for the present, but also for the future. .”

Jiang Shangyi said seriously.

"For example?" Zhang Zhongmou asked.

"For example, CoWoS packaging technology. I watched the iPhone 4S press conference. I think the A5 processor, as well as the future A series, absolutely require high-end packaging technology. If we can convert Apple into our customer, we will be able to open up the CoWoS market." "?" Jiang Shangyi replied.

In an instant, the conference room was once again full of chatter.

In fact, BayWan Semiconductor has a close relationship with Apple's supply chain. In addition to HTC, Nanya, and Huaya, which hold shares or cooperate with Logic, Wistron, Foxconn, ASE, UMC, and TSMC are all not cooperating with Apple. .

Hugging Apple's thigh is equivalent to hugging America's!

"Snapped!"

Zhang Zhongmou slapped the table and finally made up his mind.

Although the performance, configuration and functions of logicX5 have not been announced, it must be enough to compete with iPhone4S.

In any case, the anti-logic alliance assembled by Apple, Intel, Samsung, TSMC, Qualcomm, Micron, etc., to deal with logic and complex cores, the advantage is mine! The next day, in order to boost morale and encourage people in the Bayan semiconductor industry, TSMC announced the successful mass production of the 28nm process, and was the first in the world to reach 28nm.

The entire treasure island was shocked.

The panic caused by the mass production of the multi-core 32nm process dissipated instantly, and major media in Taiwan praised TSMC in various ways.

What’s so great about composite core!

TSMC is the most awesome wafer foundry in the world!
The smell of gunpowder between Fuxin and TSMC is getting stronger and stronger!
"Mr. Lu, TSMC refuses to negotiate a settlement with us."

Sun Hongjun put down the phone with a calm expression.

"It's as we expected, and it's fine. Since TSMC doesn't want to be decent, then we'll help it be decent."

Lu Fei smiled and said, "Have Yang's reporters arrived?"

"Camera equipment has been set up in the reception room."

Sun Hongjun answered truthfully.

“Old Sun, while I’m interviewing you, call Penguin, New Wolf, NetEase, and several media outlets in eastern Guangdong and Pengcheng, and write a few reports.

"Okay, Mr. Lu!"

Sun Hongjun smiled knowingly.

"Right around the time the interview aired."

Lu Fei explained clearly and came to the reception room.

The person in charge of the interview this time was surprisingly Sabei Ning.

The photographer stood outside the frame and pointed the camera at them. After saying hello, Sabei Ning immediately got into the mood.

"Mr. Lu, when I came to interview this time, I felt that my logic was in danger. What do you think?"

Sabine asked, "Are you worried about this?"

"Danger? Why do you say dangerous?"

Lu Fei shook his head.

"Don't you think logic has reached a dangerous moment now?" Sabei Ning was curious.

"No, how can we say it is dangerous? On the contrary, this is an opportunity for logic." Lu Fei crossed his arms. "It can be said that logic is at a dangerous moment because of the success of mobile phones and tablet computers. , the entire company is lazy, arrogant, and many big company diseases arise from logic, and logic at this time is the most dangerous."

"What about now?" Sabei Ning asked.

"It is precisely because of external pressure and challenges, logic, rearmament, integration and cohesion that our combat effectiveness is increasing day by day. Now should be the best time for logic!"

Lu Fei crossed his legs and his tone was relaxed.

"You think this is the most logical moment?"

Sabei Ning was surprised, Master Lu is so bold?

"Do you know wolves? Wolves are very united animals, and they hold grudges very much. They will track each other in groups for revenge, and they will wait very patiently for the opportunity, just to give the enemy a fatal blow. The logic is such a wolf pack."

Lu Fei smiled and said: "The bloody and wolf nature of logic."

"But Logic has lost the American market. Do you think it has a big impact on Logic?"

Sabine stared at him straightly.

"This world is not only the United States. When the west is not bright, the east is bright. When the north is dark, there is still the south. The world does not revolve around the United States. Logically, there is the Chinese market, and European consumers also welcome us very much. Deutsche Telekom, Vodafone, etc. Operators, have been actively helping Logic enter the European market."

The corners of Lu Fei's mouth raised slightly.

In just 15 minutes, the two asked and answered questions.

"What other difficulties are there in logic?"

Sabei Ning asked the question.

"The problem may be related to the supply chain and suppliers." Lu Fei took a deep breath, "Our attitude towards suppliers is very contradictory. In the early days of logic, when there was no complex core and no Yangtze River Storage, the components of the product Procurement is very dependent on suppliers, and that period can be said to be the honeymoon period.”

Then he paused and said, "I am very grateful to the suppliers for their contribution to the cooperation and development of Logic, but this cannot offset the damage they have done to Logic now. It is too much! Why should we make a fuss when we can obviously break up peacefully?" What about the situation of 'relatives suffer, enemies are happy'? Is it really puzzling?"

"Who are the suppliers you are talking about?"

"TSMC...forget it, I won't criticize him by name. I'm afraid it will affect the relationship between the two sides of the Taiwan Strait."

"..."

Sabei Ning was speechless for a moment. "TSMC" only has 3 words in total. You said two words in one breath. This place has no silver 300!

It is conceivable that when the CCTV news came out that day, there would be a huge wave of criticism against TSMC on the Internet.

The facts were just as Sabei Ning expected. As soon as the news was broadcast, with the encouragement of Lu Fei and various sympathetic and logical soft articles appearing on the Internet, people were immediately indignant.

On Weibo, it topped the hot search list.

In the comment area under Lu Fei’s interview video, there was overwhelming support for logic, but also overwhelming attacks on TSMC.

[Mr. Lu is indeed not comparable to Liu Chuanzhi and others]

[Look at the logic, look at Lian Xiang, one is in the sky and the other is underground, there is no comparison at all]

[I hope logic can win this battle]

[I heard that logicX5 will be equipped with domestic chips independently developed by Fuxin. Zulong and Barong are no worse than Qualcomm and Apple]

[Save money to buy logic, forget about iPhone 4S, I’m not familiar with it, I’m really not familiar with it]

[I envy those who can afford a Logic phone. Logic is good at everything but has one drawback: I can’t afford it]

[It doesn’t matter if you can’t afford Logic. You can also buy Shenzhou and Tianyu. They also support domestic production, but forget it about Lianxiang]

During the online condemnation, Apple was linked to TSMC intentionally or unintentionally, and there were even rumors that Apple's chips were manufactured by TSMC. The trend changed, and the company inexplicably switched from boycotting TSMC to boycotting TSMC and Apple.

Apple was innocently accused. The president of China immediately reported the strange situation to the headquarters and made a solemn statement at the same time——

The chip used in iPhone 4S is not from TSMC!
Just when TSMC's cooperation with Apple was in an embarrassing situation, it suddenly received another piece of bad news.

It’s not just logic. Mainland semiconductor companies such as Huarong, Huawei, ZTE, and Spreadtrum are all reducing orders from TSMC. After all, if you dare to stab logic today, it might be my turn tomorrow. Of course, there are also mysterious powers. Driven.

Don't say it's unpredictable!
TSMC finally understood the meaning of this sentence.

(End of this chapter)