The Millennium Semiconductor Survival Guide.

Chapter 201 The Storm Is Coming (4K)

"Professor Hu, my name is Chen Shi, Erdong Chen, the number ten. When my dad named me this name, he hoped that my test scores would be multiplied by ten. As a result, when I was in college, the professor really gave us The fraction is divided by the root sign and multiplied by ten.

I am an assistant engineer of Xinxin Technology. I joined Xinxin Technology after graduating from Shenhai Jiaotong University as a graduate student in the first half of last year. This time, I will fully provide services for your itinerary in China. "Chen Shi spoke very slowly, obviously considering that Hu Zhengming didn't speak Chinese very often.

After Hu Zhengming chatted with Guan Jianying, he asked to go to Huaguo for research and visit first.The research and visits that Hu Zhengming hopes are not only in the Yangtze River Delta, Yanjing and surrounding areas of Yanjing, and the Pearl River Delta, where the economy is developed and where there is a semiconductor industry. He hopes that this visit will sink to the third and fourth tier cities, and even It is the vast county seat of Huaguo.

Guan Jianying had no choice but to respect Hu Zhengming's request. They agreed to communicate via email and phone.During the time when Hu Zhengming went out to investigate, Guan Jianying would send him the situation of Huaguo Semiconductor by email.

At the same time, Guan Jianying also hired a young and smart guy from the company to follow Hu Zhengming to prevent any accidents for Hu Zhengming, and also to help with some trivial matters.This person is Chen Shi.

For Chen Shi, having the opportunity to follow the boss, especially the teacher of the boss of Xinxin Technology, is simply a piece of cake from the sky.

Before leaving, Guan Jianying specifically asked Chen Shi: "Zhao Li should have told you about the expenses, just collect the invoice and send it back for reimbursement.

Going out with Professor Hu is a rare opportunity. Professor Hu is not only the teacher of our boss, but also a top scientist in the field of chips. He also has deep research on the industry. His thinking and vision are enough to inspire you a lot, so I hope You cherish this opportunity.

Then, on this trip, remember to ensure the safety of Professor Hu and keep your identity secret, so that no one is allowed to know the relationship between Professor Hu and the boss and do something out of the ordinary to blackmail the boss.

Personal safety is the first priority. After an accident, first call the police and then contact me.

The second is to listen to Professor Hu's arrangement. You can take him wherever he wants to go. If he is interested in some Huaguo enterprises, you can tell me in advance, so that I can help you contact me to receive you.

In the end, this is also an opportunity for you to expand your horizons. To read thousands of books, you have to travel thousands of miles. When I was young, I almost traveled all over the world. "

At the entrance of Shenhai Jinmao Grand Hyatt Hotel, Chen Shi and Hu Zhengming each carried a large suitcase and prepared to set off, Hu Zhengming smiled after hearing Chen Shi's self-introduction: "Chen Shi, right?
My name is Hu Zhengming, and I am an ordinary teacher. I need to trouble you for traveling in Huaguo this time. I am old and I am not familiar with Huaguo. I need to trouble you for many places. "

In this way, Hu Zhengming took Chen Shi on a trip across China starting from Pengcheng.

For Hu Zhengming, it is very important to have an in-depth understanding of Huaguo. The chip industry is not just a single result of the chip industry, it needs to be developed in combination with reality.

The chip industry hanging in the air, even if it develops without buyers, cannot succeed.

Hu Zhengming's experience in the past 40 years told him that the development of the chip industry needs to make joint decisions based on the actual situation and the general environment.

After coming to China, his identity will change. He will not be just the chairman of Xinxin Technology. He cannot look at problems with the mentality of running a business.If you want to start a business, as long as Zhang Zhongmou is persuaded to let TSMC and Xinxin Lithography Machine cooperate deeply, then Xinxin Technology can live well, and in just one or two years, it can be listed on NASDAQ with the help of the mobile Internet. .

It even integrates ARM and sells the A-series mobile chips to other mobile phone manufacturers. In this way, Xinxin Technology can enjoy a high premium and be sought after by consumers on Nasdaq.

Because of the large number of exchanges with Zhou Xin and the current situation observed in American, Hu Zhengming has no doubts that the era of mobile Internet will usher in the future. After using Mphone, his two sons have reduced Time to play computer.

Behind Xinxin Technology is any investor, as long as it is not Zhou Xin, then this combination of punches will satisfy investors very much, and Hu Zhengming can also score full marks on the first answer sheet of the new professional manager career .

The problem is that Zhou Xin is behind Xinxin Technology, profit is not the most important thing, and Xinxin Technology still needs to guide the development of the semiconductor industry in the entire Zhangjiang Science and Technology Park.

Xinxing Investment and Shenhai City have almost talked about investing in the semiconductor industry. Xinxing Investment and Shenhai City jointly established a chip industry investment fund. The investment will be divided into ten phases, and the first phase will invest 100 billion RMB.

All the money will be invested in chip companies headquartered in Zhangjiang.

And Hu Zhengming will be the general gatekeeper of the fund's investment companies, and he will determine whether they can invest.

Therefore, Hu Zhengming deeply felt that he had a great responsibility on his shoulders. If he didn't have a deep understanding of Huaguo, he would definitely not be able to do this well.

The situation in Silicon Valley and Zhangjiang is different, and the situation in American and Huaguo is also different. Many people in American can afford the $599 mobile phone, and even an ordinary middle class can afford it. In Huaguo, it costs $599. Only a very small number of people would be willing to buy it.

The same is true for the chip industry, which must be developed in light of the actual situation in Huaguo.

Why TSMC was born in Bend, and the vertical division of labor model represented by TSMC, is also caused by the development of history combined with actual conditions.

Tracing the incident further back, back to 1977, when the Industrial Technology Research Institute in Wanwan built the first demonstration factory for chip manufacturing in the Wanwan area.

Using a 7.5-micron process, the Benwan Industrial Technology Research Institute has developed a standard cell library that matches the production process, which has greatly improved the yield rate. In the sixth month of operation, the yield rate of this demonstration factory has exceeded 6%. , which means that its yield rate exceeds that of RCA, the parent company of technology transfer, American.

It is precisely because of this changing trend of industrial division of labor that Bend’s Industrial Technology Research Institute decided to set up Lianhua Electronics, the first semiconductor manufacturing company in Bend, in the form of a spin-off company in 1980. Line technologies, including decoding chips, dialers, computer chips, and telephone chips, were all transferred to Lianhua in the form of authorized production at ultra-low prices.

Help UMC to start production before it has R&D capabilities.

Later, UMC also spawned many branches, such as MediaTek in the field of chip design, and Novatek in the field of panel driver chips.

This is the same as Zhou Xin’s free transfer of the detailed information and intellectual property rights of the A-series chips and IPod decoder chips to Xinxin Technology.

Wanwan lobbied Zhang Zhongmou, who was still working at Texas Instruments, to join.

Zhang Zhongmou proposed a professional foundry model to operate the planned six-inch chip VLSI experimental factory.

In 1987, the Institute of Electronics of the Industrial Technology Research Institute and Philips jointly established TSMC, with Zhang Zhongmou as the chairman. Later, UMC and TSMC, which were also known as the "bending chip duo", were established.

UMC's model is multi-point flowering, while TSMC is determined to only do chip foundry.From today’s perspective, both have laid the foundation for the rise of the semiconductor industry in the Wanwan area, but at the time, the emergence of the latter was indeed a bit embarrassing.

Because "benchmarking Silicon Valley" is one of the everlasting principles of the electronics industry to this day. At the beginning of its establishment, investors always asked Zhang Zhongmou a question-how to compete with Intel.

Zhang Zhongmou said that "TSMC does not compete with them. This is a completely new model, and we will even cooperate."

There is no successful case to emulate in Silicon Valley?Investors were even more frightened after hearing this. They did not believe that this model, which did not exist in Silicon Valley, could succeed.

Facts have proved that the chip foundry and IP licensing model pioneered by TSMC has completely changed the territory of the world's semiconductor industry.

At that time, Intel was actively seeking overseas OEMs. Through relationship channels and efforts to improve production processes, TSMC obtained some of Intel's OEM orders and quickly became the world's leading chip foundry.

In 1992, the operating income officially surpassed that of UMC.The chip foundry model has also taken root in the Wanwan area in a new form of division of labor.

From today's perspective, TSMC's success is the result of internal and external efforts.

The development of external mobile phones needs to hand over specific tasks to dedicated chips, rather than a single CPU to dominate the world.Therefore, a number of emerging semiconductor companies have emerged in American, and Broadcom, Nvidia, and Marvell have been established one after another.Chip design companies have more and more products, and there is a strong demand for external chip production lines. Qualcomm, Broadcom and even Apple need to hand over manufacturing to chip foundries with larger scale advantages and professionalism. This has become an important opportunity for the rise of TSMC. .

Now the chip design centered on American and the chip foundry production centered in the Wanwan area have accelerated the separation of production design, and the Wanwan area has also undertaken a new round of international transfer of the semiconductor industry as a professional chip foundry.

History makes the present, and the present affects the future. Hu Zhengming hopes to find the key to the development of the chip industry for Huaguo through this investigation.

Affected by the Wassenaar Agreement, Huaguo cannot obtain the most advanced production line, so what method will Huaguo use.Hu Zhengming believes that it needs to be judged based on the domestic demand of Huaguo.

Huaguo's chip industry should produce chips for China's domestic demand, so as to make up for the missing link of Mphone chip manufacturing transfer.

"Chen Shi, we have been out for two months, what do you think?" Hu Zhengming asked on the way to the northwest.

Chen Shi said: "I have been growing up in Shenhai since I was a child, and I have rarely been to other places in Huaguo, at most I have been to Gusu and Hangzhou in the Yangtze River Delta region.

I never thought that Huaguo still has so many underdeveloped regions. My feeling is that the development of Huaguo as a whole is seriously unbalanced.

If Yanjing and Shenhai are first-rate, and the coastal cities in the Yangtze River Delta and Pearl River Delta are second-rate, then the inland cities are not even third-rate.

Not to mention the third- and fourth-tier cities, the development of Huaguo is too fragmented. I hope that this year we can really join the WTO smoothly as the media said.

After joining the WTO, Huaguo can develop as soon as possible. "

By September 2001, China's entry into the WTO had already been revealed.

To be precise, at the beginning of this year, Huaguo officials began to advocate in the media that time is not waiting, and the timetable of the WTO has been very clear.

In July, officials from the Ministry of Foreign Trade and Economic Cooperation publicly stated that Huaguo will definitely join the WTO in November this year.

You must know that the words of ministerial officials are full of weight, let alone their statements in public, so the outside world knows the timing of joining the WTO.

The chip industry is an industry that needs to cooperate with the global industrial chain, so the employees of Xinxin Technology are very concerned about joining the WTO, and everyone will occasionally talk about the significance of this matter to them during meals.

Chen Shi was naturally no stranger to this.

Hu Zhengming agreed: "Yes, the development of Huaguo is still too slow, the people are too poor, how to improve their consumption capacity should be the main theme for a long time in the future.

We need to develop a computer that is cheap enough for the real situation and follow the principle of low price first. "

In Hu Zhengming's view, the people of Huaguo need the most cost-effective products.

In 2000, the annual sales of personal computers in Huaguo exceeded 800 million units, of which the number of home computers was only 210 million, which means that the vast majority of these 800 million units were office computers.

That is, computers mainly purchased by the government, state-owned enterprises, and public institutions.

Huaguo has a vast market of 13 billion, and Hu Zhengming wants to create a computer product that can meet the needs of Huaguo users and has the lowest price.

Use domestic chip technology in this product as much as possible.

Hu Zhengming became more and more eager to negotiate with Intel, making Intel realize that Huaguo is a huge market, and then designing a customized chip for Huaguo, and then letting Intel hand over this part of the chip foundry to Huaguo enterprises .

With the help of the Huaguo market, cultivate Huaguo chip companies. In addition to chips, other hardware involved in a computer, such as Hua Hong Semiconductor, cannot sell memory chips at a price. It is better to sell them overseas at a price of 2 dollars. It is better to sell them to Huaguo. of consumers.

Hu Zhengming already has a preliminary integration plan in mind to create a personal computer with the ultimate cost performance.

If Zhou Xin knew what Hu Zhengming was thinking, he would definitely recommend one person to Hu Zhengming, and that was Lei Jun.

It is better to let Lei Jun start building Xiaomi in 2001, but now it is Xiaomi computer, not Xiaomi mobile phone.

After arriving at the provincial capital of Gansu Province and checking in, Hu Zhengming took a rest at the hotel, while Chen Shi thought about going out for a stroll.

Hu Zhengming usually went to bed early, at ten o'clock.

As a result, he just lay down when he received a call:
"Chenming, check your email. The email I just forwarded to you said that the Twin Towers were hit!" Guan Jianying said in a daze and uneasiness.

　This chapter was supposed to be updated in the morning, but it went out in the morning, so it will be updated now, and there will be more in the evening.

　　At least 4k at night!

　　
　
(End of this chapter)