Black Technology Editor

Chapter 74 Vehicle Intelligent System
October 25.

Just when the industry was still shocked by the new type of large silicon wafer, Chensheng Technology and Huawei signed a contract of "Strategic Cooperation on Semiconductor and Communication Business".

According to the contract, Chensheng Technology will reach a strategic partnership with Huawei in the field of semiconductor business and communication, and advance and retreat together.

As soon as this contract was signed, the semiconductor industry was surging again.

TSMC headquarters.

In the spacious office, Liu Deying frowned after seeing the joint statement issued by Chensheng Technology and Huawei.

To be honest, Liu Deying himself is extremely disgusted by cutting off the supply of Huawei chips.

Regardless of various political factors, Huawei has always been TSMC's second largest customer. Losing this customer will have a great impact on TSMC's profits.

Because that means that a full 18% of their company's production capacity will be idle.

With TSMC's volume of 5000 billion US dollars, what is the concept of idle 18% of production capacity.

But there is no way. On the one hand, Wall Street has too much influence within TSMC. On the other hand, TSMC’s largest customer, Apple, is also controlled by Wall Street.

If North America wants to sanction Huawei, TSMC will either give up North America as a customer and market, or give up Huawei.

In the field of chip manufacturing, many patented technologies and core equipment are controlled by North America, so Liu Deying had no choice but to give up Huawei, the second largest customer.

After all, no one has trouble with money.

But now that Chensheng Technology has signed a strategic cooperation agreement with Huawei, the situation has become complicated again.

Before, TSMC took the initiative to approach Chensheng Technology and also wanted to reach a strategic cooperation with the other party. For this reason, Liu Deying even exchanged company shares with Loongson Semiconductor.

You know, TSMC is a giant with a market value of 5000 billion U.S. dollars, and the other party actually wants to exchange shares with the other party for the large silicon wafers of Loongson Semiconductor.

Of course, given the size gap between the two parties, even if TSMC takes care of Loongson Semiconductor, the shares exchanged must be tens of percent and a few tenths of a percent.

But the key point is that TSMC actually agreed to give Lu Chen the status of a director of the board of directors, with voting rights on the board of directors of TSMC.

And this decision was unanimously approved by TSMC's board of directors.

It can be seen from this how much the other party values ​​the new large silicon wafer of Loongson Semiconductor.

But Lu Chen just used TSMC to scare NPX, not really wanting to be the other party's sole supplier.

Liu Deying is doomed to be unable to include Godson Semiconductor under his command.

Of course, if you can’t have strategic cooperation, you can’t have strategic cooperation. It’s really not possible. Ordinary business cooperation is also fine, just like TSMC and other large silicon chip manufacturers before.

But judging from the current situation, it seems that ordinary business cooperation has also been suspended. Now, Liu Deying feels a little uneasy.

TSMC is indeed the world's largest chip maker, but it's not the only one.

Samsung, GF, UMC, SMIC.
Which of these peers does not want to replace it and replace TSMC as the first chip manufacturing company.

Without the large silicon wafers of Loongson Semiconductor, other colleagues may wake up laughing from their dreams.

So we must cooperate with Godson Semiconductor.

But the other party signed a strategic cooperation agreement with Huawei, and Liu Deying couldn't be more clear about what this means.

If you want to cooperate with Loongson Semiconductor, you must first cooperate with Huawei.

He was even sure that Huawei had this idea.

Thinking of this, Liu Deying rubbed the center of his brows, and told Dong Zhu who was beside him: "Notice, and the board meeting will be held in 10 minutes."

"Yes, Chairman!"

Lu Chen is not clear about TSMC's internal negotiations.

In fact, even if it is clear, he doesn't care.

Losing the customer TSMC has no effect on him.

Because at present, the production capacity of Loongson Semiconductor's large silicon wafers is simply impossible to supply the entire chip manufacturing industry.

In other words, another part of chip manufacturers are destined to get this new type of large silicon wafer later.

Can't even get it.

The profit of large silicon wafers is not low, not even much lower than that of battery management systems.

But compared with the most lucrative chip manufacturing in the semiconductor industry, the profits of large silicon wafers are a bit tasteless.

Compared with the more lucrative high-end smartphones, chip manufacturing seems not worth mentioning.

Although Lu Chen has no plans to enter the consumer electronics industry for the time being, his influence on the consumer electronics industry has been established.

And he doesn't care about the profits of large silicon wafers, which is the biggest headache for semiconductor industry giants.

The only NPX that can pinch the weakness of Chensheng Technology has also been acquired by Chensheng Technology.

Looking at it this way, it seems that Lu Chen doesn't need to be afraid of anyone.

Lu Chen's involvement in the large silicon wafer industry was not to enter the semiconductor industry, but to gain a more stable foothold in the new energy vehicle industry.

This is also the reason for the acquisition of NPX shares.

Car chip, battery management system, wireless charging alliance.

Before he knew it, Lu Chen's layout in the new energy vehicle industry was already very deep.

In fact, even if he wants to directly build a car now, there is no big problem.

There is no battery technology to buy, whether it is CATL or Panasonic, they are all first-line new energy vehicle battery brands.

The same goes for motor technology.

As for other non-core patented technologies of new energy vehicles, they can be solved through technology licensing or acquisition.

Chensheng Technology has no shortage of technology, capital, or even ecology.

If Lu Chen wants to enter the new energy vehicle industry, he will definitely be a hit, because the technologies he masters are basically the most advanced.

However, he still intends to continue to cultivate.

The next goal of Chensheng Technology is the vehicle intelligent system!

Regardless of whether it is a traditional car or a new energy car, the in-vehicle systems currently in use are mainly used for navigation and control of car hardware and software resources.

It basically consists of a host, a display screen, an operating keyboard (remote control) and an antenna.

But Lu Chen wanted to create a car intelligent system, which was different from ordinary car systems.

Because it will be a vehicle-mounted artificial intelligence.

Compared with applying artificial intelligence technology to a small mobile phone, a car with a larger space can obviously be equipped with a hardware system with stronger computing power, making it possible to realize on-board artificial intelligence.

(End of this chapter)