The rise of nanometers

Huang Xiuyuan talked with Lin Baijie and Jiang Hailin about the ground effect route for a while, and Xiao Yingnan knocked on the door and walked in.

"Chairman, the news just came out that SMIC has filed for bankruptcy protection."

After taking the document, he flipped through it casually. Huang Xiuyuan didn't show any surprise at what happened.

Jiang Hailin and Lin Baijie on the side also had expected this.

SMIC is actually in deep trouble. Regarding its own equity issues, TSMC, Datang and the management have been infighting internally.

Until the advent of the Textile Law, Datang realized that the possibility of controlling SMIC was getting smaller and smaller, so it simply broke the pot and started poaching, but deliberately held on to the shares in its hands and dragged SMIC to death.

A number of domestic semiconductor companies are also waving their money and starting to poach SMIC frantically.

Since the beginning of this year, SMIC has lost a large number of domestic and foreign orders. The operating rate of its production lines is less than 3%, and major shareholders have no intention of continuing to inject capital. They have been watching SMIC fall into a state of suffocation.

However, Liang Xiang has thought about taking a stake in SMIC, hoping that through the acquisition of SMIC, he can help Oriental Chip obtain domestic sites and relevant licenses.

It's a pity that a group of state-owned shareholders teamed up to deny Liu Hongyi's wishful thinking.

Nowadays, photolithography semiconductors and textile semiconductors are almost at the same level, and SMIC's situation is really embarrassing.

After holding on for more than two years, SMIC still couldn't bear it anymore and chose to file for bankruptcy protection.

Huang Xiuyuan put down the documents in his hand, raised his head and asked: "What is the situation of TSMC and UMC?"

Xiao Yingnan took out another document: "This is last month's semiconductor industry research report."

After taking the document, he flipped through it for a few minutes to extract some key information. The current differentiation of the global semiconductor industry is becoming increasingly fierce and tragic.

The top three semiconductor companies in Xizhou, STMicroelectronics, Infineon, and NXP, have joined forces with Nokia, Ericsson, Siemens and other Xizhou companies to launch their own smartphones, computers, and operating systems.

Although it was very difficult for them, with Huaguo Semiconductor at the front, they still relied on both sides to start the localization of consumer electronics.

Of course, Xizhou Semiconductor does not want to rely entirely on Huaguo Semiconductor. They give about half of their chip orders to Samsung, TSMC and GlobalFoundries.

From the perspective of the Xizhou Alliance, the current global semiconductor situation is most beneficial to them. Under the mutual checks and balances between the three parts of the world, they have the right to bargain.

Unlike in the past, when Silicon Valley was the dominant company, the semiconductor industry of the Xizhou Alliance was severely suppressed by the Silicon Valley group.

Now that the Suiren system is on the rise, the Silicon Valley system has lost a lot of market, and the Xizhou Alliance also wants to take the opportunity to regain part of the market.

As for whether the Silicon Valley group will retaliate, Xizhou Semiconductor is not a vegetarian. This is a market worth hundreds of billions of dollars. Xizhou Semiconductor has long been jealous to the point of biting. The three parties have clashed in private countless times.

The current situation is that Xizhou Alliance produces part of its own products, Silicon Valley produces part of it, and Suiren produces part of it.

If the Silicon Valley Department dares to cause trouble, Xizhou Semiconductor will definitely fall to the Suiren Department, and the Silicon Valley Department will be in even more trouble.

Therefore, Silicon Valley has no choice but to give up its direct suppression of Xizhou Semiconductor and instead consolidate its markets in the Americas, Oceania and Asia-Pacific.

However, all over the world, as long as they are not fools, they have not fully supported the Silicon Valley system. Instead, they have introduced the Suiren system and the Xizhou system to form a situation of mutual checks and balances to ensure that their markets are not monopolized by any one party.

After Huang Xiuyuan looked at the current semiconductor situation, he saw that on the surface it was a three-legged confrontation, but in reality it was a struggle between Chu and Han for hegemony, and Xizhou could only play both sides.

He handed the document to Lin Baijie: "The semiconductor industry in Nanbo Bay is declining very fast. This year, TSMC's foundry business has decreased by 41.3% compared to last year, and net profit has dropped by 69.7%. It seems that their good days will not last long. ”

Jiang Hailin smiled and shook his head: "Sooner or later, I heard that TSMC is working hard on the 16nm process. If they know our current chip process, will they collapse?"

"If you don't show them any color, they really think they are irreplaceable." Huang Xiuyuan mocked coldly.

After reading the research report, Lin Baijie also discovered that the semiconductor industry in Nanbo Bay was declining. In order to ensure the profits of companies such as Intel, GlobalFoundries and Texas Instruments, Silicon Valley had to give a large number of orders to his own son.

This has resulted in TSMC, Samsung, UMC and MediaTek having to use price reductions and promotions to retain customer orders.

In economic terms, it has entered a state of severe involution.

Samsung also has its own consumer electronics, which can retain part of the market, while TSMC, UMC, and MediaTek have suffered heavy losses.

The semiconductor industry accounts for 29% of Nanbo Bay's overall GDP, while the other four pillar industries are electronic manufacturing, displays, precision instruments, and industrial control.

Among them, monitors are almost out of date; independent brands in electronic manufacturing have also suffered heavy losses, with only a part of the OEM business remaining; precision instruments and industrial control industries are gradually declining along with the decline of other industries.

Under the comprehensive suppression of the Suiren Group, coupled with this year's energy crisis and the global economic turmoil, it is estimated that the GDP of Nanbo Bay will only be 380.3 billion yuan in 2012, a year-on-year decrease of 7.6%.

Coupled with the 4.2% decline last year, the economic recession is extremely terrible.

We must know that during the economic crisis in 2008, they still maintained rapid growth, with GDP reaching 392.9 billion yuan.

Now it is back to the level of 2007. This decline has brought huge chain reactions. The most direct situation is that the local per capita income has dropped and the unemployment rate has continued to rise.

The impact of the Suiren system is not over yet. The impact of semiconductors, consumer electronics, displays, precision instruments and industrial control equipment is very obvious.

But the other two industries were also indirectly impacted by the Suiren system, namely fruits and tourism.

Suiren's subsidiaries, Fengmin Agriculture, Feipeng Group, and Time Information, have built an industry chain of agriculture, express delivery, and e-commerce, allowing fruits from all over the country to travel beyond their origins, and consumers can purchase cheap and high-quality fruits and vegetables.

Especially after the ground effect transport ships were put into use, transportation costs in the north and south coastal areas plummeted.

Pineapples are purchased from Qiongzhou and Xuwen and transported to Tianjin Port and Peiping via ground-effect transport ships. The logistics cost is 1.1 yuan per kilogram, and the purchase price is 0.8 to 1.3 yuan per kilogram.

The wholesale price per kilogram is 2.8 to 3.5 yuan, and the retail price is 4 to 5 yuan.

Compared with the price of imported pineapples from Nanbo Bay, I don’t know how much cheaper.

However, in recent years, the scale of imported fruits has indeed been gradually expanding, and farmers in Nanbo Bay have also continued to increase the planting area of ​​pineapples, bananas, dragon fruits, guavas and lotus seeds because they are profitable.

Coupled with the decline of semiconductors and other pillar industries, they have to rely more on fruits and tourism.

It's just that there is a hidden crisis in it. Many shrewd locals have already sensed the danger, but they have no choice but to use this method of drinking poison to quench their thirst to maintain the basic foundation of the economy.

Sometimes, you know clearly that the other party has evil intentions, but you have to take the initiative to walk into the trap.

During the Spring and Autumn Period and the Warring States Period, Guan Zhong used a deer-buying strategy to defeat the Chu State.

Conspiracy is the most unsolvable strategy.

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