Rebirth 99 to become a car giant.

Chapter 762: Strong counterattack, large fund established
"Mr. Cao, the situation is not very optimistic. Whether it is SMIC, Huahong, Unisplendour, or some other semiconductor companies, they currently have no intention of transferring photoresist to us."

"But photoresists are actually imported from Japan or the United States. Considering the import cycle, most of them have about three months of inventory."

"By giving some of it to us, we can not only make extra money, but it won't affect their production."

"It's a pity that none of these companies are willing to help for fear of being implicated by us."

Zhang Jing came to Cao Yang in a depressed mood and reported to him the status of his communication and investigation.

After all, there is not much time left for Nanshan Semiconductor now. No matter what we do, we need to get results as soon as possible.

"It's normal that these companies themselves are highly dependent on various raw material manufacturers."

"It is simply impossible for them to give up cooperation with those manufacturers in the short term."

Cao Yang was not surprised at all by the results reported by Zhang Jing.

It would be strange if everyone was willing to lend a helping hand.

"It is estimated that it will be the turn of photoresist companies in Japan and the United States to become nervous."

It is completely possible to transport dozens or hundreds of pieces of human flesh in a small way.

"For example, purchasing related products through a third country?"

"Then at the same time, at the press conference of the Lifan Yuan, the spokesperson also strongly condemned the practices of the United States and Japan on photoresist, and the wording was much tougher than before."

Mi Ying quickly told Cao Yang and Zhang Jing the news she had just received.

In the past two days, he was basically busy developing photoresist at Nanshan Chemical, and he really didn't pay much attention to the changes outside.

Maybe you are unlucky and a certain material cannot break through within a few years.

He was not contacted in advance about some actions by major funds and other relevant departments.

Zhang Jing still hopes to be well prepared to ensure that even if Nanshan Chemical fails to keep up with the progress, Nanshan Semiconductor will not stop production.

As long as the relevant manufacturers take it seriously, Nanshan Semiconductor really has no way to obtain a sufficient amount of photoresist from them.

Without waiting for Zhang Jing to say anything further, Mi Ying opened the door of the office and said: "Mr. Cao, the relevant departments have just announced the "Semiconductor Industry Development Fund". The first batch of 100 billion funds will be officially in place today. ."

This is almost the biggest crisis since the establishment of Nanshan Group.

How could I possibly give you help in times of need in this situation?

"Major domestic photoresist manufacturers are likely to receive financial support from large funds."

This surprised Cao Yang.

It's already pretty good without adding insult to injury.

After all, the rise of Nanshan Semiconductor is actually not a good thing for other chip manufacturers.

Although Zhang Jing is now very optimistic about the prospects of localization of photoresist.

Obviously, there is definitely a reason why the relevant departments suddenly launched a large fund to support the development of the semiconductor industry at this time, and chose photoresist for the first project.

"Combined with the establishment of a large fund, this should be a strong support for us from relevant departments and a strong resistance to the practices of the United States and Japan."

To a certain extent, people want you to fall down quickly.

Sometimes he couldn't even understand where Cao Yang had the confidence to remain so calm in the face of such a harsh situation.

Nanshan Auto Parts' entire line of products will almost be discontinued.

At least they don't think it's a good thing.

The situation with current photoresists is similar.

Otherwise, the associated impact would be too great.

Mi Ying added a further piece of news.

"If you do it in a small way, maybe you can find a solution."

"I heard that the United States and Japan are very strict on the export review of photoresist this time."

But it is very difficult to purchase tens of thousands or even hundreds of thousands of pieces on a large scale.

“But large-scale purchases may not be possible.”

Maybe with luck, a certain material breaks through within a few months.

"Should we think about another way and see if there is any way to buy photoresist through other channels?"

When Cao Yang thought about the ban on the sale of AI chips in later generations, the situation was actually similar.

Honor Technology's entire line of products will basically be discontinued.

"Mr. Cao, the support from relevant departments is strong enough. If domestic companies invest enough funds and manpower, photoresist will definitely be produced sooner or later."

"Then the person in charge of the big fund just said at the press conference that the big fund's first investment project will target the raw material of photoresist."

Combined with the fact that Nanshan Semiconductor was jointly sanctioned by the United States and Japan during this period, the reasons behind it can be easily revealed.

"I think we can take this opportunity to see if we can deceive them directly and see if they are willing to take the initiative to let go?"

Is this the fearlessness of the ignorant?

But having been engaged in semiconductors for a lifetime, he is very aware of how difficult it is to make breakthroughs in these basic raw materials.

Basic materials research is often full of uncertainties.

"No need to try again, they are not so bold at this time."

"We were the first to announce a breakthrough in 14nm chip technology, which should have touched the bottom line of the international chip giants."

"In the past we were always chasing, now it's their turn to catch up."

"How could they accept this situation?"

Cao Yang saw it thoroughly.

Sometimes you can't take any chances.

If someone wants to kill you, then I will tell you that I can live well without you.

Even without you, my life is better.

In the future, the cost of photoresist produced by Nanshan Chemical will definitely drop significantly.

By then, the prices of chips produced by Nanshan Semiconductor will be more competitive.

Perhaps other semiconductor companies have also begun to look to Nanshan Chemical to purchase related photoresists.

The monopoly of the United States and Japan in this field will be completely a thing of the past.

Even Cao Yang is preparing to officially announce one or two research results in a few days.

Even if it is just some research directions, they can be disclosed appropriately.

Let those photoresist companies also be nervous.

My life is not easy, so don't try to make it easy for me either.

Let's all get through this difficult time together, and then I start to live a good life, ruining your jobs.

……

Big funds move quickly.

In the next few days, we successively inspected several companies that develop and produce photoresist, and then announced corresponding investments.

The minimum investment capital starts at 100 million, which is very powerful.

Lai Yuanhong also received relevant contact soon. A large fund proposed a plan to invest 10 billion yuan in Nanshan Chemical, accounting for 5% of the shares.

Or let Nanshan Chemical directly apply for 1 million yuan in support funds.

There are two paths for Nanshan Chemical to choose, and it can be said that the conditions are extremely favorable.

"Mr. Cao, considering the scale of Nanshan Chemical at this stage, a large fund will invest 10 billion, but only 5% of the shares, the conditions are very good."

"After all, our Nanshan Chemical is not like Nanshan Carbon Fiber and Nanshan Special Steel, which have already developed and grown."

"In the past few years, Nanshan Chemical has been in a state of near loss and has not yet fully developed."

"Of course, from a long-term perspective, our valuation of Nanshan Chemical will definitely rise to more than 200 billion."

"So big funds will actually not suffer losses."

Lai Yuanhong reported the situation to Cao Yang objectively.

Of these two options, he is now a little unsure which one he should choose.

"The future prospects of Nanshan Chemical are definitely very bright, I am sure of this."

"However, people from relevant departments have indeed given a lot of support this time. It is not a bad thing if we let them make some money."

"In the future, big funds will have more enthusiasm and strength to invest in more semiconductor industries after they have tasted the benefits of Nanshan Chemical."

"This is definitely beneficial to the development of the entire Chinese semiconductor industry."

This time, Cao Yang did not refuse the investment of large funds.

People have good intentions, but if they are so ignorant, they may not be so positive about some things in the future.

So it is not a bad thing to use this 10 billion to burn it at this time, so that the relevant departments can have a classic case of assistance.

In the future, when Nanshan Chemical's scale develops, it will be impossible for other companies to invest 20 billion for 5% of the shares.

"That's true. The big fund was launched so suddenly, which is the greatest support for us."

"Then I will contact the other party later and arrange follow-up related work as soon as possible."

Although Nanshan Group is not short of money, if Nanshan Chemical can raise funds by itself, Lai Yuanhong will definitely want to raise funds by himself.

Otherwise, it would be a bit embarrassing within the group.

……

Naturally, these actions of big funds cannot be hidden from the outside world, and they have no intention of hiding them.

Therefore, both parties made official announcements about the investment directly on their official WeChat accounts.

This time, it immediately attracted the attention of many people.

"Mr. Wang, the relevant departments are supporting Nanshan Semiconductor this time. We did not resell the photoresist to them. Will they settle the score later?"

SMIC's Yang Bingning came to CEO Wang Anguo's office a little worried.

Settle accounts after the fall? "

"How to settle accounts after the fall?"

"I also called Ziguang and Huahong to confirm. They also rejected Nanshan Semiconductor's unreasonable request."

"It is the United States and Japan that have to deal with them. If they have any objections, they should go to the United States and Japan."

Wang Anguo obviously didn't heed Yang Bingning's reminder.

In his opinion, there was nothing wrong with what he was doing.

Besides, SMIC and Nanshan Semiconductor are already competitors. In many foundry businesses, SMIC needs to compete with Nanshan Semiconductor for orders.

In this case, why should he worry about how Nanshan Semiconductor will view him?

Do you still expect your competitors to like you?

That is simply impossible.

"That's what I say, but Nanshan Equipment is now the president of the Domestic Chip Equipment Industry Alliance. If they really master 14 nanometers and even master more advanced semiconductor production equipment in the future, then should we buy from them? Woolen cloth?"

"Once the international chip giants change their minds and look to Nanshan Equipment to purchase related equipment, our situation will be relatively passive."

To prepare for a rainy day, Yang Bingning, as the COO of SMIC, feels that he still needs to take a longer-term view.

Otherwise, there may be some problems that will fall into the hands of the Nanshan Group.

After all, in terms of domestic influence, SMIC is definitely not comparable to Nanshan Group.

Even SMIC cannot even compete with a subsidiary company like Nanshan Semiconductor.

"The United States will not allow companies like Intel to purchase equipment from Nanshan Equipment. They will provide the same level of production equipment even if they die."

"Otherwise, their dominant position in the chip field will be completely lost in the future."

"They cannot bear this result."

I have to say that Wang Anguo's vision is not bad.

He also has a relatively thorough understanding of these fundamental issues.

After all, the current international environment has undergone some subtle changes compared with ten years ago.

Wang Anguo feels that this change will become more and more obvious in the future.

Even if the United States will use more extreme measures to deal with Nanshan Semiconductor in the future, he will not be surprised.

After all, companies like Nanshan Semiconductor, which handle everything from design to production, and even equipment and raw materials, must be handled within their own group. There is no similar case in the world.

The development and growth of this kind of enterprise is a huge threat to the United States.

When Yang Bingning saw Wang Anguo's resolute attitude, he couldn't say anything else.

All the obligations that I should have fulfilled have been fulfilled.

There is no point in saying more.

……

"Ayang, Nanshan Semiconductor's photoresist only has a few months of inventory now. Photoresist companies in Japan and the United States are now implementing encirclement and suppression policies very seriously."

"In this case, can Nanshan Chemical really get the relevant photoresist within three months?"

Fang Sisi has never been too involved in the business of Nanshan Semiconductor and Nanshan Chemical, but she has been called by many people to inquire about the relevant situation in the past few days.

Some people also want to use her to tactfully confirm the real difficulties of Nanshan Semiconductor.

After all, if a company as big as Nanshan Semiconductor is really suspended, the impact will be huge.

"It's not a big problem. Some progress has been made."

"The photoresist production process is complex, requires a large amount of capital investment, and has a wide variety and small dosage. These factors increase the difficulty of photoresist research and development."

"And photoresist manufacturers usually jointly conduct research and development with upstream raw material suppliers, forming a close relationship, which poses an obstacle to the market development of new entrants."

“In addition, the material ratio of photoresist is very important to its performance, which requires a lot of empirical data to verify the most suitable high-precision material ratio.”

"So we have not made any breakthroughs in high-end photoresist materials over the years."

"For Nanshan Chemical, these problems are actually not a problem."

"The photoresist we developed can meet its mass production needs simply by supplying it to Nanshan Semiconductor."

"In addition, we have developed some photoresist products in the past two years and have accumulated a lot of empirical data."

"Now we just need to focus on tackling key problems. It is not an exaggeration to do what others do in a month in three months."

Cao Yang's face was full of confidence.

This made Fang Sisi's worry lessened a lot.

After all, although the amount of this thing is not that huge, without it, the chip really cannot be produced.

If chips cannot be produced, the impact will be huge.

"It would be great if we can get it done. It seems that in the past few years you have been promoting 100% localization of various equipment, parts and raw materials. This is really the right path."

"I feel that overall, the relationship between China and the United States is still very good. I didn't expect that because we have made a breakthrough in semiconductors, the other side can do something like this."

"In the future, as China's economic and technological strength becomes stronger and stronger, there will be more and more similar things."

Fang Sisi is not like Cao Yang, who has witnessed the actions of the United States in later generations.

So she still doesn't understand the current changes.

"No matter who becomes the boss, they don't want to be surpassed by the second child."

"Even no matter who is the second child, they will be suppressed by the boss."

"Japan was also beaten by the United States back then."

"So it is inevitable that the United States will take more actions against us in the future."

Cao Yang was absolutely confident when he said this.

This is what will happen in the future, and no one knows it better than him.

"Then is it better for us to keep a low profile and develop, or simply keep a high profile so that they don't dare to deal with us easily?"

Fang Sisi felt a little confused now.

It seems that the companies affiliated to Nanshan Group have been targeted quite a bit in recent years.

"We have grown to this scale, and even if we want to keep a low profile, we can't do it."

"So it's better to fully understand the reality and accept the reality."

Cao Yang gave his judgment very directly, and this reply made Fang Sisi a little disappointed.

However, facts are facts and there is no use in being disappointed.

As if to further respond to the blockade by the United States and Japan, Cao Yang asked Nanshan Chemical to announce its latest achievement on the official website.

[ArF photoresist has been successfully developed and will soon enter large-scale mass production]

As soon as this news came out, it immediately caused a huge shock in the semiconductor industry circle.

ArF photoresist has always been the most reliable and widely used photolithography light source in the field of semiconductor manufacturing.

After 2000, with the assistance of new technologies such as immersion lithography and multiple lithography, the ArF lithography system broke through the previous bottleneck of 65nm resolution. In the semiconductor manufacturing process between 45nm and 10nm, ArF lithography technology still remains the best. Has been the most widely used.

Therefore, although the technical threshold of ArF photoresist is not as high as that of EUV photoresist, it is also a high-end product among photoresists.

In the past, various semiconductor companies in China had to import such photoresists from Japan or the United States.

Now that Nanshan Chemical suddenly said that it has mastered this type of photoresist, many companies that produce photoresists immediately panicked.

"President, China's Nanshan Chemical announced that it has developed ArF photoresist. They have already mastered part of g-line photoresist, i-line photoresist and KrF photoresist, and now they have ArF photoresist. If we have higher production capacity, we will be getting closer and closer to breaking through the blockade of photoresist."

As the head of the sales department of JSR, Saitomon has been paying attention to changes in the Chinese market during this period.

American and Japanese companies have made plans to ban the sale of photoresist against Nanshan Semiconductor. JSR, as a major photoresist manufacturer, is naturally involved.

Not many people in China know about this company, that is, some people in the semiconductor-related industry have contact with it.

In fact, it is very powerful. JSR was originally called Japan Synthetic Rubber Co., Ltd. and was established in 1957. Its products cover various categories such as G/I lines, KrF, ArF (dry/wet) and EUV photoresist. of photoresists, is the world's leading manufacturer of photoresists.

From immersion ArF photoresist to EUV extreme ultraviolet photoresist, JSR has played the role of an industry pioneer in every technological change in photoresist.

Currently, JSR photoresist has a global market share of about 13%, and the semiconductor photoresist market share is about 28%.

It is already very impressive for a company to achieve such a level in the world.

"Why are they developing so fast?"

"According to the information you investigated before, didn't Nanshan Chemical only start entering the photoresist field two years ago?"

Kawahashi was convinced that it was obviously difficult to accept that Nanshan Chemical had mastered KrF photoresist.

In its view, KrF photoresist is a very difficult type of photoresist.

This kind of material is simply not something that Chinese companies can research.

Otherwise, they would not dare to sell this glue at such a high price. One liter costs more than 10,000 yuan, which is like robbing money.

"Nanshan Group is a relatively special entity in China. They have made technological breakthroughs in many fields and have caused huge harm to many companies."

"For example, Fanuc, their machine tool CNC systems were competed by Nanshan Equipment and lost most of the market."

"Then there is carbon fiber. Nanshan Carbon Fiber is now the first manufacturer to master T1200 carbon fiber. Its technology level is the first in the world, and its production capacity is also the first in the world."

"In terms of high-speed rail bearings and high-speed rail axles, Nanshan Group also made it impossible for NTN and other companies to survive."

"So this time they were able to develop KrF photoresist, I think it still needs to be taken seriously."

Obviously, Saitomon believes that Nanshan Chemical dares to officially announce that it has mastered KrF photoresist technology, which means it has really mastered it.

Otherwise it will be a joke then.

However, when he explained it like this, Kawahashi became convinced and became depressed.

JSR is mainly divided into two divisions, the Petrochemical Division and the Fine Chemical Division. The Fine Chemical Division includes three fields: semiconductor materials, display materials and edge computing materials.

Products in the field of semiconductor materials include photoresists, CMP materials, packaging and testing materials, etc. Display materials include LCD flat panel materials, reflective film materials and other functional coating materials.

Among all these products, photoresist in semiconductor materials is the product with the highest profit margin.

It can be said that the photoresist project alone contributed 30% of JSR's net profit.

If the photoresist is dried out, life will be difficult in the future.

"Go and communicate with the relevant departments. China has already mastered the KrF photoresist technology. Can our similar products be sold to foreign countries normally?"

As a raw material manufacturer, JSR is not very enthusiastic about blocking Nanshan Semiconductor.

It’s just that there are policies from above and they have to implement them.

The consequence of the current implementation is to force Nanshan Chemical to study various types of photoresists on its own, which immediately convinced Kawabashi to feel the drawbacks of this policy.

Don't forget that Nanshan Semiconductor was not killed in the end, but photoresist companies such as JSR were killed.

That would be funny.

"I'll try my best, but this matter is led by the United States, and people probably won't listen to our opinions."

Saitomon said very bitterly.

Kawahashi is convinced:...

(End of this chapter)