"Chairman, by the middle of next year we will be able to produce 300,000 wafers per month. Coupled with the two large wafer fabs in Shenzhen that produce 100,000 wafers, the monthly production capacity will be as high as 500,000 wafers in two years. If we build a few more
A wafer fab with a monthly production capacity of over 800,000 wafers!”
Zhu Changlin's face changed sharply: "Monthly production of 800,000 wafers, what is the concept? It can produce 800 million chips per month, nearly 600 million chips a year! Even if it is an OEM, it can't use so many, right?"
Wang Yi smiled: "With a monthly output of 800,000 wafers, we can no longer use them?"
"Lao Zhu, you are too small."
"Too small!"
"In the future, even if we produce 1 million wafers per month, or even 1.5 million wafers, it won't be enough!"
Wang Yike knows how brilliant the semiconductor industry will be in the future, especially mature processes and high-end processes.
The monthly output of 800,000 wafers is enough for domestic use, but it will not be enough for OEM in the future.
Currently, TSMC’s monthly production capacity exceeds one million wafers, and it will reach millions of wafers in the future!
Yes, it’s so scary!
"Chang Lin, despite the layout, if we can't use it ourselves, we will do OEM work to grab orders from TSMC, Samsung, Intel, UMC, and GLOBALFOUNDRIES. We will do OEM work for a large number of third-party companies. It will not be a problem at all."
"Can you beat it?" Zhu Changlin was still a little unsure.
Wang Yixiao said: "Of course, I will definitely win!"
"But the semiconductor market is so big, and if we capture so much share, then other semiconductor giants will have to..." Zhu Changlin was dumbfounded.
Wang Yi nodded: "Yes, once we capture so much market share, many other semiconductor giants will be killed by us!"
Zhu Changlin was horrified: "!!!"
I just feel so incredible.
It would be great if the original semiconductor novice can grow up, but can he still defeat the established semiconductor giants?
Can it kill most of the established semiconductor giants?
Is this possible?
It's not that Zhu Changlin doesn't have confidence, this really subverts his cognition.
Wang Yi said calmly: "Lao Zhu, remember an iron rule!"
"In any industry, as long as domestic products break through and enter the industry, other giants will only go bankrupt collectively!"
This is a very domineering statement, but it has failed over and over again.
In the past, any high-precision industry was monopolized by the giants O&M, and the prices were sky-high.
But once the domestic production breaks through, the volume is large and the control is full, the price will suddenly drop, and the giants of O&M will go bankrupt.
It is precisely the existence of domestic products that can bring down the prices of many high-end products!
This is true for nuclear magnetic resonance instruments, and it is also true for the chip industry.
Ten years later, the chip war.
Omi thought that he had a chance to win, and blocked us with various blockades, leaving us unable to resist.
Looking back, we found that most of the orders for chips below 14 nanometers were taken by the mainland.
The foundry price offered by the mainland is even cheaper than that of TSMC, even 60% of that of TSMC!
This kind of cabbage price makes TSMC unable to cope with it.
TSMC has lost a large number of orders for 14nm, 28nm, 40nm, and 60nm, 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 only account for a small part.
On the contrary, chips of 14 nanometers and below are the mainstream and occupy the majority of the market share.
As a result, the sanctions were so fierce that the mainland not only broke through the 7-nanometer chip, but also grabbed most orders for 14-nanometer and below chips.
If this development continues, within a few years, TSMC will suffer heavy losses, and Samsung and Intel will have to survive.
As for UMC, GlobalFoundries, Tower and other top ten semiconductor giants in the world, they cannot produce high-end processes and cannot compete with mid- to 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.
But this time, Wang Yi's advance planning can completely bring the bankruptcy of the Omi semiconductor giant to an earlier date.
From 2027, forward to 2024, even 2020, even 2017!
In any field, as long as domestic breakthroughs are made, relying on our industrial foundation and power resources, we can overturn the entire industry and put an end to global giants.
But then, the big stick will come...
Wang Yi no longer thought about it: "Let's go and meet the leaders of Shenzhen City."
"Okay, Chairman." Zhu Changlin was still confused and couldn't come to his senses.
Wang Yi didn't say any more, some things were just so unbelievable.
But it was so real.
Wang Yi came to the conference room and met Director Fu.
Fu Han stood up with a smile: "Dr. Wang, I have long admired you!"
"You're welcome, Director Fu. I'm late today and I didn't serve you well. Please forgive me!"
"It's okay, we came here unexpectedly and caused trouble for you. Haha..."
The two sides exchanged pleasantries and got straight to the point:
"Dr. Wang, the semiconductor industry is very important, and we in Shenzhen City also attach great importance to it. As our leading company, Xingyi Semiconductor has successively broken through the 40nm process and the 28nm process. It has a bright future and has made great contributions. I hereby sincerely invite Xingyi
Semiconductors go to Shenzhen to develop and build factories!”
Wang Yi smiled and said: "Shenzhen City is one of the frontiers of reform and opening up. Its economic vitality is among the best and its business environment is well-known. Xingyi Semiconductor is willing to develop in Shenzhen City."
"That's great!" Fu Han beamed with joy, thinking that Wang Yi would ignore the rabbit and not let go of the hawk, so he would give it a try before agreeing.
Unexpectedly, Wang Yi directly agreed.
It's just that Wang Yi is so cheerful, and Fu Han can't let things go wrong.
"To be honest, Mr. Wang, we all know about your cooperation with the Imperial City and the Magic City. I can only say that Shenzhen City will give them whatever they give, and more. I came here this time. Frankly speaking, I was not prepared.
Plan, but according to your needs, we directly customize the plan for you!”
"Customize the plan directly!" Wang Yi was very surprised.
Generally speaking, when it comes to investment promotion, the local government has the final say. At most, the company can put forward an opinion, and the two parties can discuss and finally reach an agreement.
When we arrived at Shenzhen City, we directly asked Wang Yi to make a request, and they cooperated to formulate a plan!
No matter how you look at it, the guest of honor has changed somewhat!
"Director Fu, this is not good, it is a bit overwhelming." Wang Yixiao said.
Fu Han waved his hand: "There's nothing wrong with it, everything is for development! We at the Investment Promotion Bureau are not officials, but serve enterprises. We can't put on official airs, but do more practical things to provide the best help to enterprises! There's nothing wrong with it.
A pretentious person!"
These words surprised Wang Yi.
No wonder Shenzhen City started late but developed well!
With this business environment, we deserve to rise!
Everyone deserves to invest!
"Since Shenzhen City is such a scene, I won't hide it anymore. In this way, we will build two wafer fabs in Shenzhen City!"
"Two wafer fabs, no problem!" Director Fu said with joy:
"In this way, for a large-scale wafer factory with a production capacity of 100,000 wafers in two months, we will provide the land and we will be responsible for the infrastructure. After completion, we will deliver it to Xingyi Semiconductor. However, the money for the follow-up equipment will still have to..."
"It's okay, we will provide the follow-up equipment ourselves!" Wang Yixiao said: "The money earned from other businesses is basically spent on semiconductor research and development and factory construction!"
"Hahaha." Director Fu laughed.
All leaders know this.
Therefore, no matter how much money Xingyi Technology makes, no one will say anything.
Other entrepreneurs have made some money and only think about how to be happy, and even transfer assets...
But Wang Yi is different. He spends all his money on the cutting edge, subsidizing semiconductors.
For example, for the two large-scale wafer fabs in Shenzhen City, Shenzhen City provided land and infrastructure, which cost several billion.
But Wang Yi's subsequent purchase of equipment and production lines will cost tens of billions, not counting R&D expenses and technology costs.
Why are they rushing to introduce Xingyi Semiconductor to build factories?
First, high-end wafer fabs comply with policies and are actively promoted in various places.
Secondly, Wang Yi was willing to spend money. The local government provided several billions, and Wang Yi provided tens of billions!
Once put into production, it will stimulate employment, create GDP, and achieve industrial upgrading...
GDP, employment, political performance, everything!
This deal is a good deal no matter what.
Fu Han changed the topic: "Two large-scale wafers, the production capacity is terrible, and they also need packaging and testing. How about we build another packaging and testing factory?"
Wang Yi looked complicated: "..."
What took the Imperial City and the Magic City several times to get done, does Shenzhen City want to do it all at once?
But there is really no way to refuse: "At present, the packaging and testing factory in Imperial City can meet all the needs of the factory in Imperial City, and the two packaging and testing factories in Magic City can meet the needs of Magic City. There is really no solution here in Shenzhen City."
"Then build one together. Likewise, we will be responsible for the land and infrastructure and will deliver it after completion. You can provide the equipment and technology yourself!"
"Okay." Wang Yi agreed.
Fu Han was in a good mood and continued: "Dr. Wang, look at the number of chips, we need a lot of silicon wafers, right?"
Wang Yi was numb: "..."
This means that even the silicon wafer factory will invest in one?
Shenzhen City directly realizes the entire industry chain of silicon wafer factories, wafer factories, packaging and testing factories?
When the time comes, the Shenzhen silicon wafer factory will produce large silicon wafers, which will be sent to the Shenzhen wafer factory for processing, and then sent to the Shenzhen packaging and testing factory for packaging and testing, and become chips...
It’s a one-stop service.
But this is a good thing!
Many of BYD's foundries are in Shenzhen City, and the chips after leaving the factory will be sent to BYD to produce unbounded mobile phones!
Totally ok.
"Then let's attack the entire silicon wafer factory!" What can Wang Yi say?
I can only accept it!
"Okay, we will plan another 1,000 acres of silicon wafer factory to produce large silicon wafers! We will provide the land and infrastructure, and you will provide the technology yourself!"
"How much?" Wang Yi was startled.
The Imperial Capital covers 500 acres, the Magic City covers 800 acres, and Shenzhen City covers 1,000 acres!
Don’t you charge money for your land?
Mainly the 1,000-acre silicon wafer factory produces large silicon wafers that cannot be used by two large wafer fabs!
Can overflow twice as much!
Fu Han saw Wang Yi's concerns: "Large silicon wafers can not only be used for semiconductors, but also for photovoltaics. Director Wang, there are many photovoltaic companies in Shenzhen, and BYD has also invested a lot in the photovoltaic field. Shenzhen has more silicon wafer production capacity.
If you can’t use it, just sell it directly to other photovoltaic companies.”
"Don't worry, we will coordinate with you as much excess production capacity as you have and arrange customers for you!" Fu Han promised, not giving Wang Yi a chance to refuse at all.
Wang Yi smiled: "Alright!"
There is still a market for 12-inch large silicon wafers.
In addition to the photovoltaic industry, it can also be supplied to other Xingyi wafer fabs in subsequent second-tier cities, or sold to SMIC.
There is no shortage of market for this kind of advanced silicon wafer.
As long as the price is right, it will definitely be a hot seller!
"Don't worry, Director Wang, we will plan a specific plan immediately when we get back, and try to arrange the silicon wafer factory, wafer factory, 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 topic: "To be honest, we are developing the next generation chip technology."
‘The next generation of chip technology? Could it be the 20nm process!’ Fu Han was overjoyed.
'Once the research and development is successful, then after the two wafer fabs in Shenzhen City are delivered, won't they become the first and second 20-nanometer wafer fabs in the mainland?'
Sure enough, Wang Yixiao said: "If the progress goes well, the Shenzhen wafer fab will adopt the new process. If the progress does not go well, the first phase of the Shenzhen wafer fab will use the 28nm process, and the second phase will be able to 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 topic: "Dr. Wang, you are so awesome, so I can't help but express my gratitude."
"In this way, Xingyi Technology will plan a Shenzhen Science and Technology Park in the core location of Shenzhen City. You will be responsible for the construction yourself, and we will give you the land for free. In addition, several pieces of residential land nearby will also be given to you at low prices as subsidies.
!”
Wang Yi is in a good mood, which is a good thing.
The same strategy as the Imperial Capital and the Demonic Capital.
Shenzhen City has a big business. It would be great to provide infrastructure support for two wafer fabs, a packaging and testing plant, and a silicon wafer plant. If we provide other support, Shenzhen City will also be under great pressure.
However, Wang Yi wants to launch a more advanced generation of technology, and the Shenzhen stock market cannot help but express its opinion.
Simply having the Xingyi Technology Park and the discounted price of residential land allows Xingyi Real Estate to make some money, which can be regarded as a redirected subsidy.
Both the Magic City and the Imperial City have done this before. It can only be said that everyone is happy and a win-win situation.
"No problem, then Shenzhen City will be used as Xingyi Technology South Center!" Wang Yi readily agreed.
These land parcels in the Shenzhen market are still selling for cabbage prices now. After development, if they are sold during the peak period in 2017-18, they can earn tens of billions again!
Just use it to buy a photolithography machine!
The plan of Xingyi Technology is also more clear.
Imperial City, Xingyi Technology Headquarters.
Jeju, Xingyi Technology North Center.
Magic City, Xingyi Technology Oriental Center.
Shenzhen City, Xingyi Technology South Center.
Still missing a Western center...
"Director Wang, please wait for my good news and return to Shenzhen City. I will make a specific plan as soon as possible!"
"Okay, Director Fu!"
Both parties reached a consensus, and Fu Han left with satisfaction.
But there was some worry in my heart, 'I gave Xingyi Technology so much support at once, approved so many plans, and gave all the things that the Demon City Imperial Capital had given several times, all at once, and even more! Will Mr. Song?
Will you blame me?'
'But he asked me to make my own decision, so it's not my fault, right?'
'Oh, I'm a little confused.'
Back in Shenzhen City, Fu Han approached Mr. Song with a feeling of trepidation.
"You're back? Did the conversation go well?" Mr. Song, who was writing calligraphy, said without raising his head.
Fu Han said uneasily: "Smooth...smooth, a bit too smooth!"
"It went too smoothly?" Mr. Song frowned: "Tell me about the result."
Fu Han told the truth...
Mr. Song pondered for a long time: "As expected of a young man, he is amazing!"
"The imperial capital and the magical capital have a policy that requires several installments before the payment is given. You gave it all at once, and you exceeded the payment!"
Fu Han's mouth twitched: "..."
"But the result is good. Two 12-inch 28nm wafer fabs are worth it." Song Lao changed the topic and didn't bother to say more.
Anyway, I agreed, and I can't go back on it.
“It may not be a 28nm fab!”
"What do you mean?" Mr. Song's writing hand trembled: "Is it possible that Director Wang wants to build a 40-nanometer wafer fab in Shenzhen?"
This is not possible!
If it's a 28nm wafer fab, that's enough support.
But the 40nm wafer fab does not deserve so much support!
"It's not 40 nanometers. Director Wang said that they are developing the next generation process. If it goes well, it may be possible to launch a more advanced process."
"Next generation? 20nm process?" Song Lao looked surprised.
"It should be."
"That's great!" Mr. Song beamed with joy: "Xiao Fu, you did a great job and you didn't let me down."
Song Lao laughed and said: "After all, it is a 20-nanometer wafer fab. As long as it is mass-produced, it will surpass the 28-nanometer wafer fabs in Imperial and Magic Capital at once and be at the forefront of the country!"
"This is called the latecomer advantage!"
Mr. Song changed the topic: "We can give more approval to Xingyi Technology's science and technology park. After all, it is the southern headquarters, so we can't be petty."
"yes!"
"Also... we can also approve more of the residential land. Xingyi Technology spends money to buy it anyway, but the price can be discounted."
"Yes!" Fu Han breathed a sigh of relief. It seems that this time, he made the right bet!
A company like Xingyi Technology can definitely break the rules!
Also, SMIC has not yet finished 40nm.
Xingyi Technology has mass-produced 28 nanometers, with a yield rate of over 90%!
We have to build the next generation, and the future is bright.
It is natural that the Shenzhen Stock Exchange will give strong support.
Just for the 20nm wafer fab, it is absolutely cost-effective.
But what the two of them didn’t know was that it was not a 20nm wafer fab at all, but a 14nm wafer fab!
By then, it is estimated that the expressions of both of them will become very exciting!
"Why are you still hanging around? Why don't you quickly study the specific plan, sign the contract as soon as possible, and promote it as soon as possible?"
Mr. Song urged.
"Okay, leader, I'll make arrangements right away!"
As Fu Han spoke, he saw Mr. Song swipe his pen and the last word was completed.
Looking up, three words jumped out on the page - "Technology War"!
On June 30, Wang Yi summoned several core senior executives to hold a special meeting.
There were very few people this time, only Wang Yi, Mr. Hu, and Zhu Changlin.
That's right, there are only three people.
Wang Yi was the first to speak: "This meeting is related to the future development and even the life and death of Xingyi Technology!"
Hearing this, the two of them changed their colors one after another.
Wang Yi continued: "Xingyi Mobile and Xingyi Semiconductor are developing very fast, even very fast, which means that the big stick is coming soon."
"Therefore, there is only one theme for this meeting, which is to deal with the big stick and prepare for the technological war!"
Their expressions became more solemn.
"As for possible time points..." Wang Yi paused.
The previous life started in 2019.
This time, we must be in advance!
"If it goes slowly, it will be 2017. If it goes quickly, it will be 2015!"
"2015, isn't it the year after tomorrow? Will it come so soon?" Zhu Changlin's face turned pale.
Mr. Hu also looked solemn: "The year after tomorrow... with our current development speed, this is very possible. If not the year after tomorrow, it will be the year after tomorrow!"
Wang Yi nodded: "Yes, it can only be said that it is urgent 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 will have a monthly production capacity of 300,000 12-inch wafer equivalents, which is equivalent to a monthly production of 800,000 8-inch wafer equivalents!
What is the concept of monthly production of 800,000 8-inch wafer equivalents?
SMIC’s monthly production capacity in 10 years!
That's right, ten years later, SMIC's production capacity will be as high as 800,000 8-inch wafer equivalents per month, ranking third in the world, only a little behind Samsung, which is second in the world.
As for Xingyi Semiconductor, it will reach the level of SMIC in ten years by the middle of next year. It can completely surpass Samsung and become the world's second semiconductor giant after TSMC!
Although the gap with TSMC is still quite large.
TSMC’s current 12-inch monthly production capacity exceeds 400,000 wafer equivalents, not to mention a large number of 8-inch wafer fabs and 6-inch wafer fabs.
TSMC’s total monthly production capacity exceeds one million wafers!
But even so, Xingyi Semiconductor next year will still be the best in the world!
Still becoming the second largest player in the world, that would be a bit dangerous!
What's more, there are two 100,000-wafer fabs in Shenzhen that will be put into production in 2015.
When fully put into production, Xingyi Semiconductor will produce 500,000 12-inch wafer equivalents per month, which is equivalent to 1.25 million 8-inch wafer equivalents!
By then, the gap with TSMC will continue to narrow.
If Wang Yi continues to invest in the construction of new wafer fabs and goes one step further, he will not be able to use so much production capacity, and will have no choice but to outsource manufacturing and grab orders from his peers!
That can kill all semiconductor giants except TSMC, Samsung, and Intel!
There is no way, TSMC alone takes 50% of the entire chip market, Xingyi Semiconductor takes 20%, Samsung takes another 15%, Intel takes 10%, then other semiconductor giants simply don’t have enough!
When there are not enough orders, we can only engage in price wars, roll up, and frantically grab orders and customers.
But when it comes to price wars, who can win against domestic enterprises?
Wafer fabs consume a lot of energy and resources.
Regardless of labor costs, electricity costs, or water costs, no one can beat the mainland, and no one can beat Xingyi Semiconductor!
Although there is no domestic production of photolithography 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 by Samsung and Intel.
As long as Wang Yi wants to, he can directly invest in gallium, germanium, and antimony-related companies to obtain lower costs.
For the same production of 28nm chips, Xingyi Semiconductor's cost can be 40% lower than TSMC, 50% lower than Samsung, and more than 70% lower than Intel!
If there is a real price war, Wang Yi can do OEM according to TSMC's cost price and still make a profit.
But TSMC has no profit based on cost price.
Samsung has to lose 10%!
Intel suffered a serious loss of 30%.
In a price war, Wang Yi is absolutely sure that his friends and businessmen will rise to the top together!
Especially in the 28nm and 40nm fields, no one is a rival.
It can be said that as long as Xingyi Semiconductor expands its production capacity, it will inevitably lead to a price war and will inevitably lead to the bankruptcy of a large number of Omni semiconductor giants!
By then, seeing that Omni Semiconductor giants have been bankrupted by Xingyi Technology, the big stick will definitely come.
It can only be said that expanding production capacity is a cruel and risky move!
However, even if Wang Yi gives in, does not expand production capacity, becomes self-sufficient, and does not kill the giant Omni, will the big stick not come?
Chapter completed!