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Chapter 436 Qualcomm is shocked, Nvidia takes action!

Currently, SMIC already has three 12-inch wafer fabs and numerous 8-inch wafer fabs.
But it is a pity that the technology is backward, most of them are 90 nanometers and 65 nanometers, and the most advanced ones are only 45 nanometers, still using IBM technology.
This results in SMIC having fewer orders and lower profits.
Even for 12-inch wafer fabs, a large amount of production capacity is idle, they cannot make ends meet, and they suffer losses every year.
But what about Xingyi Semiconductor?
There is advanced technology and there is a terrifying demand for production capacity, but there is a lack of production lines!
Mr. Zhao's eyes lit up: "This is a good idea. SMIC has many factories, but it is short of money and technology. Xingyi Semiconductor has money and technology, but it is short of factories!"
"The exchange of resources between the two is a good thing."
"I will take the lead in promoting the acquisition of a SMIC wafer fab. When the time comes, we will pay for the hardware facilities. If SMIC is willing to move the equipment inside, it will be moved. If it is not willing to move, Director Wang, you
Spend some money and buy it."
"No problem, we need a 12-inch wafer fab!" Wang Yi was in a good mood.
He has long been eyeing SMIC's 12-inch wafer fab.
But unfortunately, if Wang Yi proposed it, SMIC would definitely not agree, but if Mr. Zhao proposed it, it would be completely different.
More importantly, SMIC is currently in a quagmire, with poor workmanship, few orders, and a large number of production lines idle.
If it had no other choice, SMIC would not want to borrow money to build factories everywhere.
After all, wafer fabs burn a lot of money, and most of SMIC's money comes from borrowing or selling shares to raise funds.
But sometimes there's no way.
The government supports integrated circuits, and major first-tier cities are rushing to introduce SMIC.
reject?
joke.
SMIC doesn’t want to be around anymore?
The simplest thing is that SMIC started in Shanghai, but at that time they were all 8-inch wafer fabs.
In July 2004, SMIC's first 12-inch wafer fab was put into production in Imperial City!
The capital city looked at it and said, you white-eyed wolf, I will suck you up, you are so damn stupid to build a 12-inch wafer fab in the capital city, is this something human beings do?
In desperation, in 2005, SMIC built a new 12-inch wafer fab in Shanghai.
Now the Shenzhen City could no longer sit still, and introduced SMIC, established a Shenzhen branch, and directly invested in the construction of two wafer fabs.
One is eight inches and one is 12 inches!
Over in Seoul, there is a 12-inch wafer fab. I couldn't run it myself, so I gave it to SMIC to manage it.
Three 12-inch wafer fabs were put into operation at once, and many 8-inch wafer fabs have been put into operation for a long time. There are also several new fabs under construction...SMIC is facing a big problem.
If SMIC has the same advanced technology as TSMC, then it's okay and there will be no shortage of orders.
But unfortunately, SMIC's technology is lagging behind. The 12-inch lines are all 90 nanometers. The 65 nanometer technology and 55 nanometers are considered advanced.
As for 45 nanometers, it also uses IBM technology and is subject to other people's control.
In addition, at present, the domestic smartphone industry has just started and there is not much demand for mobile phone chips. Some of the production capacity of SMIC's major wafer fabs is idle and losing money every year.
SMIC almost went bankrupt and had to bring in new shareholders.
The result can be imagined. Once the new shareholders came, the internal power struggle became more fierce, and there was a lot of chaos...
It wasn't until Mr. Liang joined many years later that SMIC's technology made rapid breakthroughs, breaking through 28 nanometers, 20 nanometers, and 14 nanometers...
At this time, SMIC's orders were soft, and the wafer fabs were not enough, so they began to invest in the construction of new wafer fabs...
For example, many years later, the 12-inch wafer fab in Tianjin will have a monthly production capacity of 100,000 wafers!
But right now, SMIC has poor technology and few orders, so it simply cannot use so many wafer factories.
Rather than burning money all in vain, it is better to sell one to cash out and have money for research and development.
As for the target, there are only three, or two.
Didu 12-inch wafer fab B1, Modu 12-inch wafer fab.
As for the 12-inch wafer fab in Seoul, it is not owned by SMIC, but by Seoul New Core. It was invested by Seoul itself and is only managed by SMIC.
In this way, whether it is the 12-inch wafer fab in the Magic City or the 12-inch wafer fab in the Imperial Capital depends on Mr. Zhao and his team's mediation.
"Okay, I will arrange a 12-inch wafer fab for you!" Zhao Laoxiao said:
"Prepare both hands. The acquisition will be pushed forward first. At the same time, the second wafer fab in Imperial City will continue to be constructed. It will still produce 100,000 wafers per month, but the construction period will be divided into two phases, each with 50,000 wafers, so that one can be delivered within a year.
Expect."
"Okay." Wang Yi replied, this is the best arrangement.
The current imperial wafer fab has a monthly output of 25,000 wafers, which is very small and definitely not enough.
At least another 12-inch wafer fab with a monthly output of 25,000 wafers will be needed to meet the chip demand for the next year.
One year later, the first phase of the Imperial City Second Factory will be delivered, directly producing 50,000 wafers. By then, the production capacity will be doubled. Not only will the production capacity crisis be eliminated, but on the contrary, the chips will also be sold externally!
Wang Yixiao said: "Since the Imperial Capital is so supportive, we are prepared to invest 30 billion in the Imperial Capital Second Wafer Fab to make 28 nanometers!"
"What? 28 nanometers?"
Mr. Zhao was in disbelief: "Dr. Wang, are you serious?"
Wang Yi nodded: "Of course, to be honest, now that the 40nm process has been mass-produced, the 28nm process must also start research and development. When the first phase of the Imperial Capital Second Wafer Fab is delivered, which will be one year later, we can only do
to 28nm, otherwise it will continue to lag behind TSMC and Samsung by a large margin."
What Wang Yi didn’t say is that the first phase of the Imperial Second Wafer Fab will be put into production in 2014, with 28 nanometers!
The second phase will be put into production in 2015 and will work directly to 20 nanometers!
This is Wang Yi's goal.
Even so, it is still one year behind TSMC.
After all, TSMC will mass produce 20nm chips in 2014.
As for the current Imperial City No. 1 factory and the new wafer factory to be acquired, they will continue to be used to produce chips using the 40nm process.
After all, 40-nanometer chips will still have the largest market share for many years to come.
Just like ten years later, even if high-end chips reach 3 nanometers, the largest shipments will still be 28 nanometers.
"Okay, don't worry, the Imperial City No. 2 Factory will definitely work overtime to get it done. I will also try my best to mediate with SMIC and give you a 12-inch wafer fab."
"Thank you Mr. Zhao."
Afterwards, Mr. Zhao and Director Qin chatted with Wang Yi for some more before leaving.
On the way, Director Qin couldn't help but say:
"Leader, among SMIC's three major 12-inch wafer fabs, which one are you going to give to Xingyi Technology?"
"Xiao Qin, what do you think about this?"
Director Qin frowned: "It's quite difficult. SMIC's Imperial Capital Factory, 12 inches, mainly 90-65 nanometer memory chips."
"The Seoul New Core Wafer Fab that we manage on our behalf also mainly produces 90-65nm memory chips."
"Both of these factories are not suitable. What Xingyi Semiconductor needs are logic chips."
Director Qin can see clearly.
Digital integrated circuits are divided into several major categories, mainly three categories: memory, logic chips, and microprocessors.
Logic chips mainly include CPU, GPU, ASIC (special chips for smart security, Internet of Things, etc.), and FPGA (field programmable gate array).
In the past, memory chips were dominated by one company, but with the development of smartphones and smart tablets, logic IC has caught up and has become the most high-end and promising field.
For example, the current SMIC's main business is memory chips.
As for Xingyi Wafer Factory, it started with logic chips!
The starting point is much higher than that of SMIC, so it is taken much more seriously by the authorities.
Director Qin continued: "The 12-inch wafer factory in Shanghai was the latest to enter production, but its technology is the most advanced. It has reached 55 nanometers or even 45 nanometers, and it mainly produces logic chips."
"It stands to reason that the Magic City Fab is the most suitable."
"But I guess SMIC is holding onto the Magic City wafer fab as a treasure and is reluctant to sell it!"
"And it was introduced by the Demon City. The Imperial City can't say anything about it."
Mr. Zhao smiled and nodded: "Xiao Qin, you are right. But some things cannot be limited to one city. It is difficult for the Imperial City to solve it, so let the Demon City take action."
Director Qin was stunned: "Let the Demon City take action? Are they willing?"
Mr. Zhao chuckled: "Xiao Qin, tell me, over there in the Magic City, if we knew that Xingyi Semiconductor wanted to acquire a 12-inch wafer fab, and crushed SMIC, independently developed the 40-nanometer process, and developed its own
To produce logic chips, what do you think the Magic City will do?"
"Hiss!" Director Qin took a breath: "The Magic City will treat Xingyi Semiconductor as a treasure, and will even take the initiative to force SMIC to sell the factory!"
"That's right, and the capital does not have to pay for the infrastructure costs. In order to introduce Xingyi Semiconductor, the capital city is probably rushing to pay."
Director Qin suddenly realized, and then became worried: "In this case, wouldn't it mean that Xingyi Semiconductor is being pushed to the Magic City? This is not okay!"
Mr. Zhao waved his hand: "Don't forget, the monthly production capacity in Modu is only 30,000 wafers, which is about the same as the first factory in Imperial City. But the second wafer fab in our Imperial City for Xingyi Technology has 100,000 wafers! Compared to Modu,
All three over there are bigger!”
"Yes, I forgot about this." Director Qin said with a smile: "Seeing Xingyi Semiconductor surpassing SMIC, the Magic City will definitely not be able to sit still. This matter is stable, hahaha."
Mr. Zhao nodded: "But this matter must be kept secret. Since Director Wang wants to attract attention but not reveal it, let's also adopt a confidentiality strategy."
"Don't worry, the leader and the expert team have given instructions, and no one will talk nonsense." Mr. Zhao assured.
Unexpectedly, as soon as he finished speaking, Qualcomm got the news:
[Xingyi Technology’s self-developed 40-nanometer mobile phone chips Kunpeng 700, Kunpeng 702, and 3G baseband chip Pterosaur 3000 were all successfully tape-out today. Among them, the performance of Kunpeng 702 may catch up with Nvidia Tegra 3.]
Jacob looked at the news and his expression darkened:
"Xingyi Semiconductor has developed a 40nm chip? And the performance is as good as NVIDIA Tegra 3? Are you sure it's not false information?"
The vice president waved his hand: "It should be no different. With our support, the old guy became a professor at an open school and sent his son to get a full scholarship from MIT. Our son is under our control, so he can't
Dare to spread false news."
Jacob nodded: "That's true, but Xingyi Semiconductor's actions are fast enough, and it directly completed the 40-nanometer chip!"
The vice president was not surprised: "It's normal. After all, they poached many core talents from Texas Instruments, including Williams. Kunpeng 700 and Kunpeng 702 were made by the Williams team."
"So that's it. With Texas Instruments' R&D managers and core talents leading the team, it's normal to get the 40nm chip. Eighty percent of it is Texas Instruments technology. But the subsequent 32nm and 28nm chips will be difficult."
Jacob smiled coldly: "After all, Texas Instruments may not be able to produce 32-nanometer or 28-nanometer mobile phone chips."
"Then we still want to take action against Xingyi Technology? Are we going to stifle their development?"
Jacob thought for a moment and waved his hand: "Ignore it, it's not Qualcomm that should have a headache."
"How do you say this?" The vice president looked confused.
Jacob smiled and said: "You think about it, it's all 40 nanometers. Since the performance of Kunpeng 702 can catch up with Nvidia Tegra 3, what will Xingyi Technology do?"
The vice president's eyes lit up: "They will replace the Xphone 1pro and Xingyi tablet X1pro, as well as the NVIDIA Tegra 3 of Xingyi TV X40 and X50 with Kunpeng 702! In this way, NVIDIA will directly lose Xingyi Technology, a super large customer
, which is equivalent to cutting off both arms. Then Nvidia’s mobile chips will be completely finished, and they will no longer be able to compete with our Qualcomm!"
"That's right!" Jacob was in a good mood: "And our Qualcomm APQ 8064 28nm is very powerful. Kunpeng 702 is almost the same as Tegra 3, but it can't replace 8064 at all. Xingyi Technology can use tegra 3, but xphone 2
We will continue to purchase Qualcomm’s APQ 8064!”
"When the time comes, Nvidia will be dead."
"Of course we cannot suppress Xingyi Technology, and we must allow Xingyi Semiconductor to replace Nvidia's Tegra 3 with self-developed chips as soon as possible. By then, it will be the end of Nvidia's mobile chips."
"Chairman Gao Ming!" The vice president was impressed: "Xingyi Semiconductor has just started and is not very successful. Nvidia is our biggest opponent. In this way, if Xingyi Semiconductor can kill Nvidia's mobile chip business, we, Qualcomm, can have a bright future.
It’s immeasurable.”
"Yes, that's it. Haha, Wang Dong, Wang Dong, you really surprise me." Jacob said with a smile.
The vice president frowned slightly: "Is it possible that Kunpeng 702 is so powerful that it can replace our APQ 8064?"
But Jacob didn't care: "Impossible. Kunpeng 702 is only 40 nanometers, and it is Xingyi Technology's first chip. How can it catch up with our Qualcomm 28 nanometer APQ 8064? What's more, next year, our more powerful Snapdragon
Dragon 800 is coming soon.”
"Yes, I was worrying too much."
Jacob changed the topic: "Tell the old guy that you did a good job this time and ask him to keep an eye on Xingyi Semiconductor. If you have any new information, contact us immediately. As a reward, buy him a house in New York, haha."
"
"Okay, Chairman."
Jacob sat on the boss's chair, lit a cigar, and puffed away: "Old Huang, I think this time without the super big order from Xingyi Technology, who else can you sell your NVIDIA Tegra 3 to? You NVIDIA Mobile
Chip, how long can you live, hahaha!"
NVIDIA Headquarters.
Lao Huang also received the news: "What? Xingyi Semiconductor has developed the 40-nanometer chip Kunpeng 702? The performance is not inferior to our Nvidia's Tegra 3? And there is also a baseband chip?"
"Holy shit! Is this all true?"
"It's true, the news came from Qualcomm."
"Fake! What can we do?" Old Huang's face changed drastically:
"Once Kunpeng 702 is mass-produced, Xingyi Technology will definitely abandon our NVIDIA Tegra 3 series and replace them with Kunpeng 702."
“Without Xingyi Technology’s huge order, our sales of Nvidia Tegra 3 will be reduced by half!”
"It's over, it's over!"
"We're in big trouble."
Lao Huang panicked, completely panicked, and his whole body felt bad.
"Chairman, what should we do? Find a way to prevent the mass production of Xingyi Technology's Kunpeng 702?"
"No, Xingyi Technology is our big customer. Once stopped, even if Kunpeng 702 cannot be mass-produced, they will hold a grudge and completely abandon Nvidia Tegra 3 and switch to Qualcomm's APQ 8064. We will be the ones who are finished by then, and we will benefit.
But it’s Qualcomm!”
"Yes, this is indeed not possible, so what should we do? We cannot lose Xingyi Technology, a super big customer!"
Lao Huang thought for a while: "You just said that they have successfully developed a 3G baseband?"
"Yes, the 3G baseband has also been successfully developed."
Lao Huang fell into deep thought: "Our NVIDIA Tegra 3 lacks a baseband, and Xingyi Technology has developed a 3G baseband. Do you think we can cooperate? Let's work together on Qualcomm?"
"How do you say that?"
Lao Huang smiled and said: "Once Kunpeng 702 is mass-produced, our sales of NVIDIA Tegra 3 will definitely decline. The solution is to open up new customers."
"The disadvantage we face with Qualcomm is that it does not have a supporting baseband, and Intel's baseband is rubbish."
"If we cooperate with Xingyi Technology, we will develop new customers together. We will sell Tegra 3 chips, and Xingyi Technology will sell the Pterosaur 3000 baseband. Let's make money together and seize Qualcomm's market together."
The subordinate's eyes lit up: "If that's the case, then Qualcomm is the one who's going to be miserable!"
Lao Huang nodded: "More importantly, Xia Guo Mobile's 3G is Xia Guo's own standard TD-A. Qualcomm's 3G baseband does not support TD-A, so it cannot be used on China Mobile 3G. You have to buy Xia Guo's own baseband.
I seriously doubt that Xingyi Technology’s Wing Loong 3000 baseband supports Xia Guo’s mobile 3G!”
The subordinate suddenly realized: "It makes sense. As a domestic baseband of Xia State, it will definitely support Xia State's mobile 3G."
"If this is the case, our Tegra 3 chip + Xingyi Technology's Wing Loong 3000 baseband will be the real full Netcom. Qualcomm cannot achieve full Netcom, and it will definitely sell out in Xiaguo."
Lao Huang nodded: "More importantly, with this partnership, Xingyi Technology will not give up all NVIDIA Tegra 3, at least it will continue to purchase some."
"And Xingyi Technology's Kunpeng 702 is only 40nm, and next year's flagship mobile phones will all be 28nm. Xingyi Technology cannot produce 28nm chips. By then, the next generation of Xingyi mobile phones will also have to purchase 28nm chips. Our Nvidia
Tegra 4 can also grab a wave. Especially with the current cooperation and working together with Qualcomm, Xingyi Technology must also be willing to choose Tegra 4 and give up the next-generation Qualcomm flagship Snapdragon 800."
"The chairman is wise, I never imagined that in such a desperate situation, he could still make a fool of himself."
Lao Huang laughed: "Compared to Qualcomm, Xingyi Semiconductor is not worth mentioning. Qualcomm is our biggest enemy. Cooperating with Xingyi Semiconductor and working with Qualcomm is in the interest of Nvidia and Xingyi Technology."
"After all, Qualcomm is too powerful. Only by joining forces to curb the development of Qualcomm, Nvidia Mobile Chip and Xingyi Semiconductor can we have a future."
"Director Wang is a smart man, he will understand what I mean."
"That's it." The subordinate immediately saw the situation clearly.
Lao Huang thought for a while and dialed Wang Yi's phone number directly: "Director Wang, congratulations, congratulations."
Wang Yi's heart skipped a beat and he said calmly: "Director Huang, where does the joy come from?"
Old Huang laughed and said: "Dr. Wang, please don't be humble. One year after Xingyi Semiconductor was established, it produced Kunpeng 702, Kunpeng 700, and 3G baseband Pterosaur 3000 in one go! Among them, the performance of Kunpeng 702 is no less than that of our Nvidia
Tegra 3, of course I’m very happy about it.”
Wang Yi's mouth twitched: "..."
As we just said, please keep it secret and don't reveal it.
As a result, within half a day, Lao Huang, who was far away in the United States, knew about this.
This secret work is really funny.
"Director Huang, where did you get this news?" Wang Yi spoke coldly, he must be a spy.
It should not be an insider of Xingyi Semiconductor, otherwise the news would have been leaked long ago, and there is no need to wait until today.
It's impossible for Director Qin and Mr. Zhao, it can only be a team of experts!
Lao Huang quickly explained: "To be honest, he is a friend of Qualcomm. He happened to hear Jacob and the vice president talking about this matter. As for how Qualcomm learned about it, I don't know. It is said that it was a professor..."
Wang Yi's mouth twitched: "..."
All I can say is that I know how to play, I am very good at playing.
Qualcomm bribed a spy, who was also a professor, to steal information about Xingyi Semiconductor.
Nvidia bribed spies from Qualcomm to steal Qualcomm intelligence.
I can only say absolutely.
Even Wang Yi suspected that Qualcomm had also deployed people at Nvidia.
The business wars of big companies are so simple and unpretentious.
"Professor, okay, I understand, thank you, Director Huang." Wang Yida said.
If it weren't for Lao Huang, he would still be in the dark.
Lao Huang chuckled: "Dr. Wang, let me ask you a question, does your Pterosaur 3000 baseband also support Xia Guo's mobile 3G?"
"Yes. As a domestic baseband, it naturally has to support mobile 3G." Wang Yida said.
Although mobile 3G is not easy to use, it has the largest number of users.
That’s right, China Unicom’s 3G and China Telecom’s 3G combined do not have as many users as China Mobile’s 3G.
Therefore, the Wing Loong 3000 baseband not only supports 2G/3G of China Unicom and China Telecom, but also supports 2G and 3G of China Mobile.
Full health and full network access!
"What about overseas frequency bands?"
"They all support it too."
"Awesome, really awesome!" Lao Huang was in a good mood: "Dr. Wang, your 3G baseband is more powerful than Qualcomm's 3G baseband."
Currently, Qualcomm’s 3G baseband does not support mobile 3G.
Therefore, xphone 1, xphone 1pro, and xphone 2 only support 2G of China Unicom, China Mobile, and China Telecom, and 3G of China Unicom and China Telecom.
After all, Mobile 3G and TD-A were developed by Xia Guo, and Qualcomm had no time to integrate them.
Until the next generation Snapdragon 800, the integrated 4G baseband was compatible with mobile 3G TD-A, but many devices were also blocked.
For example, the China Unicom version of Xiaomi Mi 3 uses Snapdragon 800, so it stands to reason that all 4G networks are available.
In fact, not only mobile 3G is not supported, but Telecom 3G is also not supported. Similarly, 4G is also blocked.
The Wing Loong 3000 is different. China Mobile, China Unicom and Telecom support all 2G and 3G.
As for 4G, there is no 4G in China at all, let alone it doesn’t matter.
"As expected." Lao Huang was in a good mood: "Dr. Wang, I have an idea. Nvidia Tegra 3 and Xingyi Technology's Pterosaur 3000 baseband will be bundled and sold together to provide technical support to jointly fight against Qualcomm's APQ 8064!"
Chapter completed!
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