Reborn in 2011, 985 missing from two copies

Chapter 538: Shenzhen Stock Exchange's Big Deal, Wang Yi Prepares for Battle! (Seeking Monthly Tickets)

"Chairman, by the middle of next year, we will be able to produce 30 wafers per month. With the addition of two large wafer fabs in Shenzhen that can produce 50 wafers per month, our monthly production capacity will reach 80 wafers in two years. If we build a few more wafer fabs, our monthly production capacity will exceed wafers!"

Zhu Changlin's face changed drastically: "80 wafers per month, what does that mean? 4.8 million chips can be produced every month, nearly 57.6 billion chips a year! Even if it's a foundry, it won't use that much, right?"

Wang Yi laughed: "You can't use 80 wafers per month?"

"Old Zhu, you are too narrow-minded."

"too small!"

“In the future, even if we produce 100 million wafers per month, or even 150 million wafers per month, it will not be enough!”

Wang Yi is very clear about how bright the future of the semiconductor industry will be, especially mature and high-end technologies.

A monthly output of 800,000 wafers is considered a lot for domestic use, but it will not be enough for foundry use in the future.

TSMC’s current monthly production capacity exceeds one million wafers, and will reach millions in the future!

Yes, it's that scary!
"Changlin, just go ahead and make the layout. If we can't use it ourselves, we can do OEM and grab orders from TSMC, Samsung, Intel, UMC, and GlobalFoundries. It won't be a problem to do OEM for third-party companies in large quantities."

"Can I snatch it away?" Zhu Changlin was still a little unconfident.

Wang Yi said with a smile: "Of course, I can definitely win!"

“But the semiconductor market is so big. If we grab such a large share, then other semiconductor giants will have to…” Zhu Changlin was dumbfounded.

Wang Yi nodded: "That's right, once we grab so much market share, many other semiconductor giants will be killed by us!"

Zhu Changlin was shocked: "!!!"

It just feels so incredible.

It’s good enough for a former semiconductor newbie to grow up, but can he defeat the old semiconductor giants?
Can it also kill most of the old semiconductor giants?
is it possible?

It’s not that Zhu Changlin has no confidence, this really overturned his cognition.

Wang Yi said calmly: "Old Zhu, remember one iron rule!"

“In any industry, as long as domestically produced products make a breakthrough and enter the market, other giants will go bankrupt collectively!”

This statement sounds quite domineering, but it has been proven to be true.

In the past, any high-tech industry was monopolized by European and American giants, and prices were sky-high.

But once domestic products make a breakthrough, the quantity will be large and the price will instantly become very low, and the European and American giants will go bankrupt.

It is precisely because of the existence of domestic products that the prices of many high-end products can be brought down!

This is true for MRI machines and the chip industry as well.

Ten years later, the chip war.

Omi thought he had a sure win and used all kinds of blockades to beat us without any chance of resistance.

Looking back, most of the chip orders below 14 nanometers were taken by mainland China.

The foundry price offered by the mainland is cheaper than that of TSMC, even 60% of TSMC!

TSMC is unable to afford such a low price.

TSMC has lost a large number of 14nm, 28nm, 40nm, and 60nm orders, and can only continue to make money by relying on 7nm and higher-end chip foundry.

But unfortunately, orders for chips above 7 nanometers are destined to account for only a small part.

On the contrary, chips of 14 nanometers and below are mainstream and occupy most of the market share.

The result was a series of sanctions as fierce as a tiger. Not only did the mainland break through the 7-nanometer chip, it also grabbed most of the chip orders for 14 nanometers and below.

If things continue to develop in this way, within a few years, TSMC will suffer heavy losses, and Samsung and Intel will have to struggle to survive.

As for UMC, GlobalFoundries, Tower Semiconductor and other top ten semiconductor giants in the world, they are unable to produce high-end processes and cannot compete with mid- and low-end processes, so they can only go bankrupt collectively!
As for the time of bankruptcy, it is likely to be around 2027, or even earlier.

However, this time, Wang Yi's advance planning can completely bring forward the time of bankruptcy of the European and American semiconductor giants.

From 2027, to 2024, or even 2020, or even 2017!
In any field, as long as there is a breakthrough in domestic products, relying on our industrial base and power resources, we can overthrow the entire industry and put an end to the global giants.

But then, the big stick came...

Wang Yi didn't think any more and said, "Let's go and meet the leaders of Shenzhen City."

"Okay, Chairman." Zhu Changlin was still in a daze and couldn't recover.

Wang Yi didn't say anything more. Some things are just so incredible.

But that’s what really happened.

Wang Yi came to the conference room and met Director Fu.

Fu Han stood up with a smile: "Director Wang, I have heard of your name for a long time!"

"Director Fu, you are too polite. I am late today and I apologize for the poor hospitality!"

"It's okay. We came here unexpectedly and caused you trouble. Haha..."

After some pleasantries, the two sides got straight to the point:

"Mr. Wang, the semiconductor industry is very important, and we in Shenzhen also attach great importance to it. As our leading enterprise, Xingyi Semiconductor has made breakthroughs in 40-nanometer and 28-nanometer processes. It has a promising future and has made great contributions. I sincerely invite Xingyi Semiconductor to develop in Shenzhen and build a factory!"

Wang Yi smiled and said, "As one of the frontiers of reform and opening up, the Shenzhen Stock Exchange is ranked among the best in economic vitality and its business environment is well-known. Xingyi Semiconductor is willing to develop in the Shenzhen Stock Exchange."

"That's great!" Fu Han was delighted. He thought Wang Yi would not act without hesitation and would persuade Wang Yi for a while before agreeing.

Unexpectedly, Wang Yi agreed directly.

But since Wang Yi was so straightforward, Fu Han couldn't just let it go.

"To be honest, Mr. Wang, we all know about your cooperation with the Imperial Capital and the Magic Capital. I can only say that what they give, the Shenzhen Stock Exchange will give, and more. To be honest, I came here this time without preparing a plan. Instead, we customized a plan for you directly based on your needs!"

"Directly customize the plan!" Wang Yi was very surprised.

Generally speaking, when it comes to investment promotion, the local government has the final say. The enterprises can only put forward their opinions at most, and the two sides negotiate and eventually reach an agreement.

When they arrived at the Shenzhen Stock Exchange, Wang Yi directly made his request and they cooperated to formulate a plan!
No matter how you look at it, it seems like the host and the guest have switched places!
"Director Fu, this is not a good idea. It seems to be taking away the main role." Wang Yi said with a smile.

Fu Han waved his hand: "There's nothing wrong with it, everything is for development! We at the Merchants Group are not officials, but we serve the enterprises. We can't put on airs, but do more practical things and provide the best help to the enterprises! There's no need to take over the show!"

These words surprised Wang Yi.

No wonder the Shenzhen Stock Exchange started late, but has developed well!
With this kind of business environment, they deserve to rise!
You deserve it to invest!

"Since the Shenzhen Stock Exchange is in such a state, I won't hide it anymore. Let's build two wafer fabs in Shenzhen!"

"Two wafer fabs, no problem!" Director Fu was delighted:

"In this way, we will build a large-scale wafer factory with a monthly production capacity of 10 wafers. We will provide the land and be responsible for the infrastructure. After it is completed, it will be delivered to Xingyi Semiconductor. However, the money for the subsequent equipment still needs to be..."

"It's okay, we will make the follow-up equipment ourselves!" Wang Yi said with a smile: "The money earned from other businesses is basically invested in semiconductor research and development and factory construction!"

"Hahaha." Director Fu laughed.

All leaders are aware of this.

Therefore, no matter how much money Xingyi Technology makes, no one will say anything.

Other entrepreneurs make some money and only think about how to live happily, or even transfer their assets...

But Wang Yi is different. He spent all his money on the right things, subsidizing semiconductors.

For example, the two large wafer factories in Shenzhen only cost a few billion yuan by providing the land and infrastructure.

But Wang Yi's subsequent purchase of equipment and construction of production lines would cost tens of billions, not counting R&D expenses and technical costs.

Why are they all rushing to introduce Xingyi Semiconductor to build factories?

Firstly, high-end wafer fabs are in line with policies and are being actively promoted in all regions.

Secondly, Wang Yi was willing to spend money. The local government contributed tens of billions, and Wang Yi contributed hundreds of billions!
Once put into production, it will stimulate employment, create GDP, and achieve industrial upgrading...

GDP, employment, political achievements, everything!
This deal is a good deal no matter how you look at it.

Fu Han changed the subject: "Two large wafers, with terrifying production capacity, also need packaging and testing. Otherwise, how about we build another packaging and testing plant?"

Wang Yi looked complicated: "..."

The Imperial Capital and the Magic City took several attempts to accomplish this, and now the Shenzhen Stock Exchange wants to accomplish it all at once?
But he really couldn't refuse: "At present, the packaging and testing plant in the imperial capital can meet all the needs of the imperial capital factory, and the two packaging and testing plants in the magic city can meet the needs of the magic city. There is really no place for Shenzhen market."

"Then let's build one together. Again, we'll be responsible for the land and infrastructure, and deliver it after it's completed. As for the equipment and technology, you guys should provide them yourselves!"

"Okay." Wang Yi agreed.

Fu Han was in a good mood and continued, "Director Wang, you see there are so many chips, so a lot of silicon wafers are needed, right?"

Wang Yi was numb: "..."

Does this mean that we should also invest in a silicon wafer factory?
Shenzhen Stock Exchange directly realizes silicon wafer factories, wafer fabs, packaging and testing factories, and the entire industrial chain?
At that time, the Shenzhen silicon wafer factory will produce large silicon wafers, send them to the Shenzhen wafer factory for processing, and then send them to the Shenzhen packaging and testing factory for packaging and testing to become chips...

It’s a one-stop service.

But this is a good thing!

Many of BYD’s foundries are located in Shenzhen. When the chips leave the factory, they will be sent to BYD to produce borderless mobile phones!
absolutely okay.

"Then let's do the entire silicon wafer factory!" What could Wang Yi say?
I can only agree to it!

"Okay, we will plan another 1000-acre silicon wafer factory to produce large silicon wafers! We will provide the land and infrastructure, and you can come up with the technology yourself!"

"How much?" Wang Yi was shocked.

500 acres in the imperial capital, 800 acres in the Magic City, and 1000 acres in Shenzhen!
Don’t you guys want money for your land?

It is mainly a 1000-acre silicon wafer factory, which produces large silicon wafers that cannot be used by two large wafer factories!

Can overflow twice!
Fu Han saw Wang Yi's concerns and said, "Large silicon wafers can be used not only in semiconductors, but also in photovoltaics. Mr. Wang, there are many photovoltaic companies in Shenzhen, and BYD has also invested a lot in the photovoltaic field. Shenzhen has too much silicon wafer production capacity, and if it can't be used, it can be sold directly to other photovoltaic companies."

"Don't worry, when there is excess production capacity, we will coordinate for you and arrange customers for you!" Fu Han promised, leaving Wang Yi no chance to refuse.

Wang Yi smiled: "That's fine!"

There is still a large market for 12-inch silicon wafers.

In addition to the photovoltaic industry, it can also be supplied to other Xingyi wafer factories in subsequent second-tier cities, or sold to SMIC.

There is no shortage of market for this advanced silicon wafer.

As long as the price is right, it will definitely sell well!

"Director Wang, don't worry. We will plan a specific plan as soon as we get back. We will try to arrange the silicon wafer factory, wafer fab, and packaging and testing factory next to each other to facilitate your transportation!"

"That's great." Wang Yi was in a good mood and changed the subject: "To be honest, we are currently researching and developing the next generation of chip technology."

'Next generation chip technology? Could it be 20 nanometer technology?' Fu Han was overjoyed.
"Once the research and development is successful, won't the two wafer fabs in Shenzhen become the first and second 20-nanometer wafer fabs in the mainland after delivery?" Wang Yi said with a smile: "If the progress goes well, the wafer fab in Shenzhen will adopt the new process. If the progress is not smooth, the first phase of the wafer fab in Shenzhen will adopt the 28-nanometer process, and the second phase will adopt the new generation process!"

"Okay, great! Director Wang, I really came to the right place this time."

Fu Han was very excited, and then changed the subject: "Boss Wang, you are so supportive, so I can't not show some appreciation."

"In this way, Xingyi Technology will plan a Shenzhen Science and Technology Park in the core area of ​​Shenzhen. You will be responsible for the construction, and we will give you the land for free. In addition, we will also give you several residential plots nearby at a low price as a subsidy!"

Wang Yi is in a good mood, which is a good thing.

The same strategy as the Imperial Capital and the Demonic Capital.

The Shenzhen Stock Exchange is a large company with a huge business. It is already very good to provide infrastructure support for two wafer fabs, a packaging and testing plant, and a silicon wafer plant. If it provides other support, the Shenzhen Stock Exchange will also be under great pressure.

But Wang Yi is going to launch a more advanced generation of technology, and the Shenzhen Stock Exchange cannot help but express its opinion.

Fortunately, with the Xingyi Technology Park and discounted residential land prices, Xingyi Real Estate can make some money, which can be regarded as a disguised subsidy.

This was the case with both Shanghai and Beijing before, so it can only be said that everyone is happy and it’s a win-win situation.

"No problem, then the Shenzhen Stock Exchange will be regarded as the Southern Center of Xingyi Technology!" Wang Yi agreed readily.

Read the error-free version at 69shuba! 6=9+shu_ba is the first to publish this novel.

These plots of land in Shenzhen are still very cheap now. After development, if they are sold during the peak period of 17-18, tens of billions of dollars can be made!

Just right for buying a photolithography machine!

And Xingyi Technology’s planning is also more clear.

Imperial capital, Xingyi Technology Headquarters.

Jeju, Xingyi Technology Northern Center.

Magic City, Xingyi Technology Oriental Center.

Shenzhen Stock Exchange, Xingyi Technology Southern Center.

Still missing a Western Center...

"Director Wang, please wait for my good news. I will come up with a detailed plan as soon as possible when I return to Shenzhen!"

"Okay, Director Fu!"

The two sides reached a consensus and Fu Han left satisfied.

But he was a little worried, 'I gave Xingyi Technology so much support at once, approved so many plans, and gave everything that Magic City and Imperial City had only given several times, all at once, and even gave more! Will Mr. Song blame me? '

"But he let me make my own decision, so you can't blame me, right?"

'Oh, it's a bit confusing.'

After returning to Shenzhen Stock Exchange, Fu Han went to see Mr. Song with a nervous mood.

"Are you back? Did the talk go well?" Old Song, who was writing calligraphy, asked without raising his head.

Fu Han said anxiously, "It went...smoothly, a little too smoothly!"

"Too smooth?" Old Song frowned: "Tell me the result."

Fu Han said truthfully...

Mr. Song pondered for a long time and said, "As expected of a young man, he is really amazing!"

"The Imperial City and the Magic City have to pay the policy in several installments, but you paid it all at once and even exceeded the limit!"

Fu Han's mouth twitched: "..."

"But the result is good. Two 12-inch 28-nanometer wafer fabs are worth it." Mr. Song changed the subject and was too lazy to say more.

Since I have already agreed, I cannot go back on my word.

“It may not be a 28nm fab!”

"What do you mean?" Mr. Song's hand was shaking as he wrote, "Could it be that Mr. Wang wants to build a 40-nanometer wafer factory in Shenzhen?"

This is not possible!
If it was a 28nm wafer fab, it would be fine to give so much support.

But the 40nm wafer fab does not deserve so much support!

"It's not 40 nanometers. Mr. Wang said that they are developing the next generation of technology. If everything goes well, it is possible to launch a more advanced technology."

"Next generation? 20 nanometer process?" Mr. Song looked surprised.

"should be."

"Great!" Mr. Song was delighted: "Xiao Fu, you did a great job and didn't let me down."

Old Song said with a smile: "After all, it is a 20-nanometer wafer factory. As long as it goes into mass production, it will surpass the 28-nanometer wafer factories in the Imperial Capital and the Magic Capital at once and be at the forefront of the country!"

“This is called the latecomer advantage!”

Mr. Song changed the subject and said, "You can approve a little more for Xingyi Technology's technology park. After all, it is the southern headquarters, and we can't be petty."

"Yes!"

"Also... we can approve more of those residential plots. Xingyi Technology will pay for them anyway, but we can give you a discount on the price."

"Yes!" Fu Han breathed a sigh of relief. It seemed that he had made the right bet this time!
Companies like Xingyi Technology can definitely make exceptions!

Yes, SMIC has not yet completed 40nm.

Xingyi Technology has mass-produced 28nm technology with a yield rate of over 90%!

We also need to develop the next generation, there is a bright future ahead.

It is only natural that the Shenzhen Stock Exchange strongly supports this.

Just for the 20nm wafer fab, it is definitely a good deal.

But what the two didn’t know was that it was not a 20-nanometer wafer factory at all, but a 14-nanometer wafer factory!
By then, the expressions of both of them will probably become very interesting!

"What are you still standing there for? Why don't you study the specific plan, sign the contract as soon as possible, and move forward as soon as possible?"

Mr. Song urged.

"Okay, boss, I'll arrange it right away!"

As Fu Han was speaking, Old Song wrote the last word with a flourish of his brush.

Looking up, three words appeared on the paper - "Technology War"!
On June 6, Wang Yi convened several core senior executives for a special meeting.

There were very few people this time, only Wang Yi, Hu Lao, and Zhu Changlin.

That's right, only three people.

Wang Yi spoke first: "This meeting is related to future development and even the survival of Xingyi Technology!"

Upon hearing this, both of them changed color.

Wang Yi continued: "Xingyi Mobile Phones and Xingyi Semiconductor are both developing very fast, even very fast, which means that the big stick is coming soon."

"Therefore, there is only one theme for this meeting: dealing with the big stick and preparing for a technological war!"

The expressions of the two men became more solemn.

"As for the possible time node..." Wang Yi paused.

The previous life started in 2019.

This time, it must be early!
"If it's slow, it will be 2017. If it's fast, it will be 2015!"

"2015, isn't it the year after next? How could it come so soon?" Zhu Changlin's face was pale.

Mr. Hu also looked solemn: "The year after next... With our current development speed, this is very likely. Even if it's not the year after next, it will be the year after next!"

Wang Yi nodded: "Yes, it can only be said that it is imminent, and we don't have much time left. Today we will discuss how to deal with it!"

By the middle of next year, Xingyi Semiconductor's monthly production capacity will be 30 12-inch wafer equivalents, equivalent to 80 8-inch wafer equivalents per month!

What does it mean to produce 80 8-inch wafers per month?
SMIC's monthly production capacity in 10 years!

That’s right. Ten years later, SMIC’s production capacity reached 80 eight-inch wafers per month, ranking third in the world, only slightly behind Samsung, the second largest company in the world.

Xingyi Semiconductor will reach the level of SMIC ten years later by the middle of next year, and will be able to surpass Samsung and become the world's second semiconductor giant after TSMC!
Although the gap with TSMC is still large.

TSMC's current monthly 12-inch production capacity is equivalent to more than 40 wafers, not to mention the large number of 8-inch and 6-inch wafer fabs.

TSMC’s total monthly production capacity exceeds one million wafers!

But even so, Xingyi Semiconductor will still be the world's top next year!
It still ranks second in the world, which is a bit dangerous!

What's more, there are two 2015-wafer fabs in Shenzhen, which will be put into production in .

After full production, Xingyi Semiconductor will produce 50 12-inch wafers per month, equivalent to 125 million 8-inch wafers!

By then, the gap with TSMC will continue to narrow.

If Wang Yi continues to invest in building a new wafer factory, he will not be able to use all the production capacity himself and will have to outsource it and snatch orders from his peers!
That would kill all semiconductor giants except TSMC, Samsung, and Intel!

There is no way. TSMC alone takes up 50% of the entire chip market, Xingyi Semiconductor takes up 20%, Samsung takes up another 15% and Intel takes up 10%. There is simply not enough space for other semiconductor giants!
By that time, there won’t be enough orders, so we can only engage in price wars, scale up, and frantically grab orders and customers.

But when it comes to price wars, who can beat domestic companies?
Fabs are energy and resource intensive.

No matter it is labor cost, electricity cost or water cost, no one can compete with the mainland, and no one can compete with Xingyi Semiconductor!

Although there is no domestic production of lithography machines, Xia is the largest exporter of basic raw materials for semiconductors such as gallium, germanium, and antimony.

The cost of Xingyi Semiconductor is naturally much cheaper than those imported from Samsung and Intel.

As long as Wang Yi wants, he can directly invest in gallium, germanium and antimony related companies to obtain lower costs.

When producing the same 28nm chips, Xingyi Semiconductor's cost is 40% lower than TSMC, 50% lower than Samsung, and more than 70% lower than Intel!

If a real price war breaks out, Wang Yi can do OEM at TSMC's cost price and still make a profit.

But if TSMC sells at cost price, there will be no profit.

Samsung will lose 10%!

Intel suffered a serious loss of 30%.

By engaging in a price war, Wang Yi is absolutely sure that his competitors will all rise to success!
Especially in the 28nm and 40nm fields, there is no rival.

It can be said that as long as Xingyi Semiconductor expands its production capacity, it will inevitably lead to a price war, which will inevitably lead to the bankruptcy of a large number of European and American semiconductor giants!

By then, seeing that European and American semiconductor giants have been bankrupted by Xingyi Technology, the big stick will definitely come.

All I can say is that expanding production capacity is a ruthless move as well as a risky one!
However, even if Wang Yi gives in, does not expand production capacity, is self-sufficient, and does not kill the European and American giants, will the big stick not come?

This is unrealistic!
(End of this chapter)