Zhu Changlin frowned: "The first phase of the M2 wafer factory, which is about to be put into production early next month, is also a 28 -nanometer process, which can be compatible with it, and use it to mass production of 40 nanometer chips?"
George sighed: "Energy production is an energy production, but there are 300 million third -party customers in 28 nanometers. Our own 28 -nanometer chip consumption is also very large.
Production capacity. "
"And the 28 -nanometer production line, to produce 40 nanometer chips, you need to adjust the parameters. This is not small for a newly put into production.
George's meaning, Zhu Changlin understood.
The 28 nanometer production line can indeed produce 40 -nanometer chips, but the parameters need to be adjusted comprehensively.
If it is a wafer factory that has been put into production for a long time, it may be easy to adjust, and it may be done in a week.
However, the M2 wafer factory is only put into production at the beginning of next month, and all aspects start from scratch. Only some technicians are old employees adjusted by other wafers. The others are new technicians. The experience is limited.
Half a month, or even longer.
And during the adjustment period of more than half a month, it has to be discontinued. Such a loss, a star -yi semiconductor with lack of production capacity, is unable to bear it at all.
More importantly, using a 28 -nanometer production line to produce 40 nanometer chips, just like holding Kazaka as an RPG rocket launcher.
"So, once TSMC stops giving us a foundry, we are troublesome! Even life and death!"
Zhu Changlin said with a sinking voice: "At that time, we will have a shortage of 40 nanometer chips. For this reason, we have to face the situation of the second choice."
"Either unbounded generation and unbounded TV A50 completely discontinued production, and delivered a limited 40 nanometer chip to third -party customers. Either refuse to deliver the chip to third -party customers to ensure the stable supply of its own products!"
"But no matter which one, it is a disaster for Xingyi Technology, and it is a fatal blow!"
"Indeed." Wang Yi's face was dignified and looked at George: "This is in line with Qualcomm's faction, the intelligence is reliable?"
"It's reliable, I bought it from the high -level internal high -level in TSMC."
"Okay, the expense company reimburse, and continue to add funds, be sure to master the negotiation progress of TSMC and Qualcomm at any time."
"Rest assured, the chairman, I have arranged it." George said.
They are all in the semiconductor circle. He is in TSMC, and there are news channels.
Wang Yi said: "We gave TSMC 20 million chips a large number of chips, and TSMC did not want to give up at once, but Qualcomm would definitely give a series of commitments, such as the liquidated damage Qualcomm, such as adding orders, and even threatened directly to threatened
, Forced TSMC Qualcomm, Xingyi Technology Second Selection ... "
"The stagnant electricity is still hesitating, but Qualcomm will not give TSMC for too much time. We must do a good job of responding."
Zhu Changlin nodded: "Yeah, if next year, most of our 3G mobile phones have stopped production. Even if TSMC stopped its foundry, it doesn't matter. Our own wafer plant has enough production capacity, but now our 40 -nanometer mobile phone, tablet, TV, TV are all all of us
In the hot sales, third -party customers still have a large single of 150 million 40 nanometers, which are inseparable from TSMC foundry. If the other party really stops the foundry, the trouble is big. "
George also said: "I recommend finding a new foundry immediately to make the worst plan."
Wang Yisi said: "Looking for a new foundry, it is not so easy."
"Since Qualcomm has all lobby TSMC to stop giving us OEM, Samsung is estimated to have reached consensus simultaneously. As for Intel, it is mainly to do PC chips.
"SMIC, there is no problem with the production of 40 nanometers of storage chips. As for the logical chip production capacity of 40 nanometers, I am afraid that it will take some time, and there are problems with technical authorization.
Wang Yi quickly thought: "So the remaining way out, that is, Lianxin, Glo Fangde, Semiconductor Semiconductor and other wafer fabrics."
"Regardless of whether the Taipower intends to do, we will stop the foundry. We have to make the worst plan and find a new foundry."
George agrees: "Chairman, I contact someone, contact these foundries, and make orders."
"Well, but it is estimated that Qualcomm also thought of this step, I am afraid it has been explained in advance. Try it first."
"This ..." George's eyes were sad.
On the one hand, the influence of Qualcomm is still good.
On the other hand, Xingyi Technology has its own wafers, and it is a competitive relationship with other wafer factories.
In this situation, whether it is TSMC, Gelo Fangde, and the semiconductor of the Fa Fa, it will not offend a pure large customer Qualcomm for a potential competitor Xingyi Semiconductor.
No one will do such a way to do it at the end.
After all, Qualcomm is a big customer who only develops chips, does not mass -produced chips, and pure customers.
The chip orders on Asia are TSMC and Samsung foundry.
However, some orders in Europe and the United States will also be handed over to Giro Fangde, Italian semiconductor, etc., all have cooperation.
This is unwise for competitors and annoying big customers. This is not wise.
After all, this wave of orders of Xingyi Technology is only temporary.
Next year, Xingyi Technology's 40 -nanometer products have been discontinued one after another, and the demand for 40 nanometers will decline significantly.
At that time, the 40 nanometer capacity of Xingyi Technology can meet all needs, and will not give a third party order at all.
Based on this, the major wafer foundry giants will not be the risk of offending Qualcomm for this 'temporary order' for this ‘temporary order”, and do foundry for Xingyi Technology.
The gains and losses in this interest are easy to calculate.
Sure enough, George contacted a lap, and major wafer giants all vaguely said that the production capacity was limited and weak ...
Wang Yi was not surprised: "Sure enough, Qualcomm has greeted in advance. This time, Qualcomm did it!"
"What should I do?" Zhu Changlin frowned: "Can you find SMIC?"
George shook his head: "Don't say whether you can do it. Even if it is okay, but their 40nm technology also introduces IBM, if it is a foundry for us, there is some difficulty ..."
Xingyi Technology's 40 nanometer technology and 28 nanometer technology are both its own. We can produce whatever products we want to produce. We can OEM them for whomever we want. It's all our own decision.
But if someone else’s technology is used, it’s hard to tell.
In the previous life, around 2019, SMIC also began to fully eliminate rice.
Create 40-nanometer production lines and 28-nanometer production lines that do not contain American technology or American equipment.
But it's not possible yet.
Wang Yi fell into deep thought: "SMIC is an idea. Next, we can either acquire a SMIC fab, introduce our own 40-nanometer process, and mass-produce 40-nanometer chips."
"Either cooperate with SMIC, they will provide wafer fabs, and we will provide 40-nanometer process technology for mass production of 40-nanometer chips."
"But no matter which one it is, it will take time."
"The first type is to acquire a wafer fab. Negotiations take a long time, and the fastest is half a month. The handover takes another half a month. In addition, technology introduction, employee training, equipment adjustment, production line debugging, etc. all require
time."
"From negotiation to final production, it will take about two months."
"The second option is not to acquire, but to introduce technology, and the negotiation process is simpler. But it also requires training of employees, equipment adjustment, and production line debugging. It will take one and a half months before it can be put into production!"
"But the question is, will Qualcomm give us a month and a half?"
"Can TSMC sustain it for another month and a half?"
Hearing this, several people fell into silence.
Right now, Qualcomm is going crazy in order to suppress Xingyi Semiconductor.
Even other foundry giants have all said hello, typically leaving no room for error.
Qualcomm will continue to put pressure on TSMC.
In this regard, TSMC will eventually agree to Qualcomm and stop manufacturing Xingyi Semiconductor's chips.
But TSMC must be thinking of holding on for a while longer, so that it can do OEM work for one more month, so count it as one month.
As a result, TSMC can earn an additional 20 million chips in OEM fees for one more month of OEM work.
Secondly, one month less liquidated damages.
Thirdly, with one more month of foundry and mass production of 20 million more 40nm chips, Xingyi Semiconductor will feel better and will be less offended by Wang Yi.
If it can do OEM work for three months, Xingyi Technology can hope to survive this crisis.
But unfortunately, Qualcomm will not give TSMC this opportunity, let alone Xingyi Technology.
The key depends on how long TSMC can persist!
Wang Yi made a decision in his mind: "TSMC is unreliable, and SMIC is too late. We must prepare for the worst!"
"The worst-case scenario is that the supply of 40-nanometer chips will be completely cut off, and third-party customers and our own products will have to choose one or the other!"
Zhu Changlin's face changed sharply. This was the most fatal result:
"Then should we give up our own products or third-party customers?"
George was also silent: "..."
This kind of choice is related to the interests, goodwill and reputation of Xingyi Technology. No one dares to choose it, except Wang Yi.
"We must never give up on orders from third-party customers, and they must be delivered on time with quality and quantity!"
Wang Yi said calmly: "As long as Xingyi Semiconductor wants to continue to earn a living as an OEM, it cannot destroy its credibility and brand name!"
Why is Samsung disliked by customers?
It’s just that Samsung has a small structure and a small mind.
Seeing that the products of our competitors are selling better than our own, they often get stuck and become out of stock.
In this situation, Samsung's A-screen is currently too good and irreplaceable, and its friends have no choice but to buy it.
Whenever a substitute appears, even if it is slightly worse than Samsung A-screen, third-party customers will instantly abandon Samsung A-screen and abandon this unreliable second-hand product.
After the rise of domestically produced screens in the previous life, few brands used Samsung A screens anymore.
On the contrary, even the screens of flagship mobile phones are beginning to be made in China.
So much so that no one cares about Samsung’s A screen.
That's the truth.
Wang Yi will not ruin Xingyi Semiconductor's goodwill and credibility because of temporary gains, causing irreversible results.
Zhu Changlin also agreed: "Yes, goodwill comes first, and there can be no problems with the orders of third-party customers no matter what. But if this happens, our own products will have trouble..."
"There is no way out despite the mountains and rivers, but there is still a bright future in the village. Don't worry, there will always be a way."
Wang Yi waved his hand: "In this way, notify the third-party customers immediately and tell them to rest assured that the customer's chip orders will be delivered with priority in accordance with the contract and there will be no problems."
"Second, immediately arrange for someone to go to SMIC to negotiate the acquisition of a wafer fab or cooperation. Even an 8-inch small fab will do."
"Third, immediately check our existing 40-nanometer chip inventory and other component inventory of corresponding products, and make statistics."
"Fourth, arrange people to keep an eye on the negotiations between TSMC and Qualcomm. It is best to keep a good grasp of the progress."
"Okay, Chairman, let's go right away."
George, Zhu Changlin and others responded, left the office, and performed their duties.
Wang Yi looked at the autumn wind outside the window and felt the coolness of autumn.
Qualcomm's move this time can be regarded as vigorous and resolute.
But Xingyi Technology will never admit defeat.
Regardless of whether SMIC succeeds or not, whether TSMC can sustain it for a few months, Wang Yi has prepared a plan B!
Next, just wait for TSMC’s results and then carry out subsequent responses!
TSMC headquarters.
A fierce negotiation began again.
Lao Zhang and Qualcomm Vice President Franz Quentin sat across from each other, and the atmosphere was tense.
Franz Qu Quentin took the lead in spoken, and his tone was not good: "Zhang Dong, don't say much about gossip, I want to know, how to choose TSMC? Is it for Xingyi Technology to give up all the cooperation of Qualcomm at the moment?
Be our core ally? "
"Give up all cooperation ..." Lao Zhang's face changed greatly, the other party directly revealed the card, forcing him to choose one!
I knew even in my heart that Qualcomm lost patience, and everything had no room for turning.
As for the left and right, it is even more dreamy.
The current situation is either Xingyi Technology or Qualcomm!
Immediately laughed and said, "Mr. Quentin said laughed. The cooperation with Xingyi Technology only started in the past year. The cooperation with Qualcomm is a long time."
"As the strongest allies, Qualcomm has always been the most important strategic partner of our TSMC. We naturally choose to stand with Qualcomm."
"That is to say, do you promise to stop giving Xingyi Technology OEM chip?" Franz Qu Quentin is not surprised.
"Of course!" Lao Zhang sighed in his heart: 'Wang Dong, Wang Dong, don't blame me, you will just order for a while, and next year will not need to be our TSMC, but Qualcomm is a permanent customer. I really can't refuse.
'
‘The only thing I can do is delay for two months as much as possible, and give you 40 million chips for you, which is enough for you to find a way out?’
But unfortunately, Franz Qu Quentin looked through Lao Zhang's mind at a glance and asked further: "When will stop?"
"This ..." The expression on Lao Zhang's face became more complicated, Franz Qu Quentin was really unhappy:
"Our orders with Xingyi Technology, signed in at the end of February next year, there are four and a half months. If you stop in advance, we need to pay a high liquidated damages."
"Don't worry, how much is the liquidated damage, we export it high!" Franz Qu Quinning said with a smile, blocking the excuse of losing the liquidated damage to delay the liquidated damage.
Lao Zhang said in a moment: "..."
Franz Qu Quentin is really difficult to deal with!
"Okay, you will leave a penalty damage, but in order to produce Kunpeng 500 and Kunpeng 506, we have entered a lot of raw materials, and there are many semi -finished products. These materials and semi -finished chips are lost!" Lao Zhang
Continue.
Franz Qu Quentin nodded: "It is reasonable, but not much."
Lao Zhang's mouth twitched: "..."
Cursing in my heart: 'Made, otherwise it depends on you as Vice President of Qualcomm, Lao Tzu slaps you back to Mi Guo!' ''
"In this way, within two months, we have used all raw materials to stop production. You only need to pay 3.5 months of breach of damages!"
"Two months ..." Franz Quentin was in contemplation.
In two months, TSMC can produce 40 million 40 nanometer chips for Xingyi Technology. Xingyi Technology has these 40 million chips, maybe it can pass the crisis!
Then stop making a fart!
"Two months have been too long, Zhang Dong, don't worry about liquidated damages, we all undertake all Qualcomm." Franz Qu Quentin said indifferently: "But don't take us as fools. Of course we will do it.
Too too much, discontinued production at the end of the month. We should bear the penalty damage. "
"At the end of the month?" Lao Zhang wanted to scold people: "There are 13 days of the month, and our raw materials can't be used up.
For a month and a half, 30 million chips can be regarded as the limit.
"That's impossible! At most one month, the production is discontinued on the 17th next month, enough for you to use the raw materials." Franz Qu Quinning was unquestionable.
Lao Zhang smiled: "One month, even if the raw materials are used, what should we have 20 million 40 nanometer production lines, what should we do?"
"There is no shortage of 28 nanometer orders now, but 40 nanometer orders are very missing. How can this part of the loss be calculated?"
"For three and a half months in advance, we directly lost 70 million chip large orders. How can we calculate this part?"
Franz Qu Quentin was silent.
He knew that Lao Zhang was going to take a price and compensated.
Whenever there is no good compensation, there is basically no thing to stop production next month.
However, this is also reasonable. The liquidated damages are for Xingyi Technology. TSMC's loss, Qualcomm must make up for it.
Franz Qu Quentin sighed: "We will give you all the 40 -nanometer chips of Qualcomm to you, as a compensation."
Lao Zhang laughed: "Mr. Franz Qu Quentin, currently Qualcomm's 40nm chip is mainly a dual -core chip, with very little output. This is what we and Samsung are divided, not compensation."
Franz Qu Quentin's momentary condolences: "..."
Lao Zhang is not good.
"So, the subsequent chip orders of the Snapdragon 800 are given to you all."
Lao Zhang waved his hand: "As far as I know, the Snapdragon 800 didn't sell much at all, and the chip of the current inventory was enough. Other mobile phone manufacturers bought Kunpeng 902, Kunpeng 706, and would not buy Xiao in a short time.
Dragon 800, there is no follow -up order ... "
‘This fool holds Lao Tzu as a idiot? Let me open a short check here?’
Lao Zhang became more and more angry.
Franz Qu Quinning's mouth twitched: "Next, we will release the chip order of the Snapdragon 805, Snapdragon 805, you can give you more."
"Are you a fool when you Zhang? You have made Samsung orders for Qualcomm chips before, I am afraid that Snapdragon 805 orders are probably given Samsung?" Lao Zhang Leng said.
The other party is completely holding him as a fool!
Seeing Lao Zhang's qi, Franz Qu Quentin's face changed greatly, and quickly laughed: "I'm wrong, it's not the Snapdragon 805, it's the Snapdragon 801!"
"Snapdragon 800 is slow -selling, we launched the new Snapdragon 801 and Snapdragon 805. Really noble, the order of Snapdragon 805 was given Samsung.
"Only Snapdragon 801? It should not reach 70 million pieces!"
"..." Franz Qu Quentin has wanted to curse, but in order to stop TSMC's Performing worker Kunpeng chip, it still said: "Then plus the upgraded version of the Snapdragon 400, next year's Snapdragon 410, all of which are also handed over to the Snapdragon 410, and they are also handed over to the Snapdragon 410.
TSMC. ""
"It's much worse." Lao Zhang's colorful was better: "That's it, the chip orders of Snapdragon 801 and Snapdragon 410 are given to us. We stop the foundry Kunpeng chip after a month."
"make a deal!"
The two sides quickly signed the contract.
After sending away Franz Qu Quentin, the old Zhang Sisuo repeatedly, dialing Wang Yi’s phone:
"Wang Dong, I'm sorry, it's really sorry. Qualcomm forced us to choose one. We really can't carry it."
In this regard, Wang Yi is not surprised.
If Xingyi Technology does not have a wafer factory, it can give TSMC to continue to order for TSMC, and the stagnant electricity will also consider the dead bumper to the end.
However, Xingyi Technology has its own wafer factory, and there will be no orders to TSMC next year. The staged electricity will not lose the big customer of Qualcomm for the tens of millions of chip orders now!
"Understand." Wang Yi said calmly.
In my heart, it is determined. TSMC will never want to get a chip order from Xingyi Technology in the future.
On the contrary, when the capacity is abundant, it will also take away the chip order of TSMC!
This kind of no goodwill, no revenge, is Wang Yi weak.
"But we have won a month, stopping foundry, Wang Dong, what are you required, we try to meet. We also pay a penalty, we will all pay it."
Lao Zhang knew that Wang Yi was very angry and quickly.
"Okay, that's it. In the next month, try to produce as much as possible, how much do we want!"
"Okay, Wang Dong, you can rest assured, I let them fill the production capacity, try to drive you 30 million chips within one month!"
"Okay." Wang Yi hung up the phone calmly.
Later, the relevant senior management was convened to start an emergency meeting.
"TSMC has already been results. After a month after a month, the OEM will be stopped, and 30 million chips will be delivered as much as possible."
"One month!" The crowd changed together.
Zhu Changlin even frowned: "For two or three months, we can turn around. But for a month, it is too late to cooperate with SMIC."
George also said: "And the cooperation in SMIC is not so easy."
"Several factions inside them, fighting for power, different views."
"Some support to cooperate with us, some opposite, and some want to sit on the ground. In short, it is difficult to say ..."
Sure enough, Wang Yi had a care about, which was also his most worried question.
A company, several factions, want to be a leader, it is difficult to do it.
SMIC is not reliable, and can only rely on itself.
The last B plan, the passive is active, comprehensive anti -killing!
Chapter completed!