469 The atmosphere in the meeting room suddenly felt tense
The atmosphere in the conference room suddenly became tense, and everyone seemed to be pointing their fingers at Professor Zheng.
It's also normal. These guys who come from 211 and 985 colleges and universities, who are usually arrogant and think that they can dominate, are being treated well by an old lady from a broken university who can't even talk and can't even be ranked in 211 and 985.
After being scolded and full of anger, of course I must seize the opportunity to fight back.
The leader sitting at the head of the conference table remained calm. He was also looking at Professor Zheng with interest to see how she would respond.
Professor Zheng did not raise her head, but kept her head down. This was not because she was rude, but because if she looked up at the speaker, she would not be able to type. If she wanted to respond, she would have to keep her head down.
Professor Zheng moved his fingers almost without thinking, and lines of words jumped out on the screen in the conference room:
"Of course it is to elevate chips to a national strategy."
Everyone in the conference room laughed, and the guy who just asked the question said, "That's a great idea, but it's a pity that the country has done this a long time ago, and the decision-makers have long been aware of this problem."
After he finished speaking, the others burst into laughter again.
"Yes, we have done this a long time ago, but the effect is not obvious enough and the direction is not clear enough." Professor Zheng continued.
"Hoho, the direction is not clear enough and the tone is loud enough. Do you need you to point out the direction for everyone?" The guy continued to say in a mocking tone.
Professor Zheng looked up at him and continued typing: "Are you here to argue? If you want to argue, you can go to Weibo or my blog. If you want to argue for a week or a month, I will accompany you. Don't waste it here.
Time, this is not the time to argue."
The guy was speechless for a moment and blushed.
The leader raised his hand and said to Professor Zheng: "Professor Zheng, tell me what you think. I also want to hear it."
Professor Zheng typed:
"Chips are divided into mature processes and high-end processes. Those above 14nm are mature processes, and those below 7nm are high-end processes. The production capacity of high-end processes is mainly in TSMC and Samsung, especially TSMC, which accounts for more than 90% of the highest-end production.
The production capacity of chips below 5nm. Although TSMC is a Taiwanese company, its largest shareholder is Citibank of the United States.
"The United States wants to suppress us, and what is stuck in our necks is also high-end process chips, so TSMC stopped OEMing for Huawei. Huawei HiSilicon has the ability to design high-end chips, but it can't find a factory that can manufacture them. This is Huawei
, is also our country’s shortcoming. It is precisely because of the United States’ suppression of Huawei that we have realized the importance of chips.
"The most critical equipment that determines chip manufacturing is the photolithography machine. Our country is not incapable of manufacturing photolithography machines, but it is incapable of manufacturing photolithography machines that can produce high-end chips. ASML of the Netherlands is a manufacturer of high-end chip photolithography machines.
As the only company, due to US restrictions, they have no way to export high-end chip lithography machines to us.
"How to break this situation? I know that the Chinese Academy of Sciences is organizing efforts to develop our own high-end chip lithography machine, but to be honest, this cannot be successfully developed in a short time. Let alone five or ten years, it will be three years. We will always
I can't bear it if someone pinches my neck, and I'll suffocate.
"How to make a breakthrough, I think we need to be short-term and quick. We need to pick the place where we can best overcome the difficulties in the shortest time. Wherever we can, that is to concentrate our efforts to break through and improve the production capacity of mature process chips. We already have this ability, and the United States restricts it."
Instead of spending money and technical strength on catching up with the most high-end chip manufacturing processes, we can't.
"This is what I said, the direction must be clear.
"In the entire chip field, the actual application ratio between mature processes and high-end processes is that the demand for mature process chips accounts for 82% of the total chip demand. High-end processes, such as 3nm and 5nm chips, are mainly used in mobile phones.
On the Internet, computer chips have reached 7nm, but most consumer-grade chips, such as automotive and smart digital products, use chips with mature processes.
"For example, cars use 28nm and more mature process chips, aerospace-grade weapons-grade chips, and more chip processes in 40nm, 130nm, and 150nm. The United States cannot hold our necks in these.
"Everyone must have been deeply impressed by the global shortage of automotive chips since last year. The reason is that TSMC, Samsung and Intel have all used their production capacity to produce high-end chips with higher profits, and there is insufficient production capacity for automotive chips.
"There is probably only one car company in the world that did not suffer from a shortage of automotive chips last year, and that is our BYD. BYD produces its own chips. Their automotive chips are not only self-sufficient, but can also be provided to other car companies.
"What the automotive chip shortage has taught us is that we should not think that only chips with high-end processes can cause problems and get stuck. Chips with mature processes can also do the same.
"Going back to the unclear direction I mentioned earlier, I think what we need to take advantage of now is to use the advantages of our large manufacturing country and the advantages of the national system to concentrate on developing chips with mature processes instead of high-end process chips.
Our mature process chips are made to the extreme.
"The advantage of a large manufacturing country is that once we enter this industry, we can be a winner-take-all and won't leave room for others to survive. This was the case with our home appliances, especially the microwave oven industry back then.
"The purpose of our vigorous development of mature process chips is to use the advantage of scale to make chips with mature processes at cabbage prices. Even if our profits are very low, we must make it unprofitable for others. The purpose is to take advantage of the price advantage.
Occupy the world's mature process chip market.
"Don't be afraid. The country can subsidize this aspect. Don't be afraid of other people's criticism. When the United States subsidizes their companies, it is always naked. When has it covered up? We just want to be the first in the world with mature process chips in a high-profile manner.
, all-round leadership and monopoly, high profile is also to dissuade other countries from following suit.
"Once such a situation is formed, we will have the right to speak and have room for bargaining. If the United States restricts my high-end process chips, well, I will retaliate and ban the export of my mature process chips to the United States, causing your cars and
Other industries have no cores available, or the cost has increased several times or more, making your products uncompetitive.
"In this way, when the United States wants to use high-end chips to sanction us, it will have to weigh it carefully. This creates a balance of terror. If there is no war, everyone will be in peace. Otherwise, if you want to hit me in this place, I will be in another place.
If we hit you in the same place, you hit yours, I hit mine, and in the end we hurt each other.
"The most important thing is that we want to concentrate our financial, material and human resources to compete with others in high-end process chips. To be honest, this is something we are unsure about now. Unless we overtake in a corner, achieve mass production of quantum chips, and bring the entire chip industry to the forefront,
The table has been turned over, otherwise, we really have no confidence in winning.
"In the mature manufacturing process, if we want to form a global monopoly, we have the conditions and the ability to do it. Just have a few more BYDs or form a few giant companies with mixed ownership. This is what we are fully capable of doing.
It can be done within the shortest possible time.”
After Professor Zheng finished speaking, the conference room was silent again.