Chapter 918 Another Masterpiece

After leaving Ziguang, everyone began to visit more Huaxia chip companies, and saw more about the development of Huaxia chips, especially the development of Huaxia AI chips. In fact, everyone knew some things at the World Artificial Intelligence Conference. Coming to the scene for the first time is more of a confirmation that Huaxia Enterprise is not bragging, but has really developed to this point.

When visiting chip design companies, everyone will naturally pay attention to the situation of chip foundry companies.

"SMIC has had a hard time recently."

"In the early years, we used too much technology from the United States, and SMIC couldn't help it. Now we can only be in a bit of a dilemma."

"Why doesn't SMIC follow ZTE and simply engage in a de-rice?"

"In fact, de-rice has already begun. SMIC has recently planned two new production lines, which are said to be de-rice. However, ZTE International has not been subjected to extreme pressure after all, so it is worth not doing any business.

The current SMIC is the third largest foundry company in the world, why should it be so reckless if it is not in an extreme situation? "

"That's right, the United States can't produce evidence for SMIC's incident for a long time."

Everyone chatted and came to SMIC's R&D center.

"SMIC's latest market share has reached 21%."

"That is to say, Dafeng Semiconductor and SMIC together have more than 50% of the global market share.

The Huaxia market is really big. Once domestic companies have leading manufacturing capabilities, they really don't have to worry about orders. "

"So, who doesn't envy this market."

"If you count TSMC's more than 30% market share, Huaxia companies account for nearly 85% of the chip foundry market, which can be regarded as a monopoly."

"The most important thing is that the market share and technology complement each other. You see, SMIC has put the 3nm process on the agenda."

"SMIC has ordered five 3nm EUV lithography machines, and the ambition is not small."

"Hey, this is a cooperation project between SMIC and BYD?" Someone discovered a detail when visiting SMIC.

Others thought immediately after seeing these details, "Could it be that the previous rumors are true?"

Many people know this rumor, and went straight to BYD after shopping around SMIC.

In BYD's R&D center, everyone found a definite answer: BYD is indeed going to build a chip foundry.

In BYD's R&D center, everyone learned that BYD has broken through the monopoly of Nihong Guo Mitsubishi and Fuji in IGBT chip technology this year. Next, BYD will go further in the field of chip foundry, and its goal is to target SMIC TSMC Gale Semiconductor .

Moreover, the foundry that BYD is preparing to build has a particularly eye-catching feature: national production.

"National production and de-milification are two completely different concepts. If the national production of chip manufacturing lines is true, it will be incredible."

"Yeah, even Dafeng Semiconductor has not achieved national production, but has achieved de-rice."

"Furthermore, China already has Dafeng Semiconductor and SMIC, yet BYD wants to enter this market. Why?"

"This shows that Huaxia companies are very optimistic about the future of the chip foundry market. The market is large enough. As long as BYD passes the technology level, it is not afraid of no orders."

"What the market lacks now is not orders, but capable foundries. As the cost of production line construction is getting higher and higher, more companies are afraid to invest. At this time, once capable and courageous companies succeed in the future Just lie down and make money."

Everyone chatted and walked into a VR display screen. On the big screen, you can see the BYD chip production line under construction. In fact, it is already in the installation stage.

"Does BYD really have this ability?" Many people don't know the answer now.

With doubts about BYD, everyone went out and turned to the R&D center of Shanghai Weidian Technology in the industrial park. When they arrived at the destination, the first sentence everyone saw was: Shanghai Weidian Technology has completed the 1nm lithography machine the design of.

And the 1nm lithography machine has many details worth discussing.

For example, the 1nm EUV lithography machine is the ceiling of the industry in multiple technologies. At present, Shanghai Microelectronics predicts that the future production capacity may only be able to produce a 1nm EUV lithography machine in two to three months.

"Canon and ASML seem to have no news about 1nm EUV lithography machines?"

"No, and I don't think there is any need to expect much from ASML. The former core members are basically working in Shanghai Microelectronics Division. Intel's new batch of so-called talents from the United States has not been realized at all. The so-called effect."

"It is difficult for Canon to compare with Shanghai Microelectronics in a short period of time in terms of talent investment or capital investment. The future pattern is likely to be Canon will become a supplementary supplier of Shanghai Microelectronics. After all, the overall demand for EUV lithography machines The volume will definitely maintain a high level for a long time.”

"If this is the case, there will be at least four companies competing for the supply of 1nm optical technology in the later period, including Dafeng Semiconductor, SMIC, TSMC, and BYD. With such a low production capacity, Shanghai Microelectronics Technology Co., Ltd. Who will give priority to supply?"

"The most anxious thing now should be TSMC, in case"

"I also think, regardless of other things, Dafeng Group is a shareholder of SMIC and BYD, so shouldn't it be given priority?"

"Once the news gets out today, I am afraid that TSMC will not dare to take orders from Intel and Qualcomm easily."

"Can the price of the 1nm EUV lithography machine be revealed now?" Someone asked suddenly.

The employee of Shanghai Microelectronics responded politely, "There is no final price yet, but I can reveal one thing, it will definitely not be less than 3 billion."

"A lithography machine costs 3 billion. In the future, new companies in the chip industry will become more and more difficult to enter."

"If it was said that it was a difficult mode for China to catch up with the United States in the chip field more than ten years ago, then it is almost a hell mode for the United States to catch up with China's chips in the future."

"The turning point of EUV was grasped by China, but the United States did not grasp it. What can we do?"

"This is also the most interesting part of historical development. A key node may change the overall situation."

"Don't forget one more thing. The lawsuit between Shanghai Microelectronics and Asmer is still going on. It's hard to say whether Asmer can settle the lawsuit."

"By the way, speaking of the lawsuit, have you seen any news today?"

"What news?"

"It seems that an etching machine company in China has sued Fanlin Semiconductor."

"Are you talking about Zhongwei Semiconductor?"

"Oh yes, it's the name. I don't think I've heard of this company before."

"The research and development center of Micro-Semiconductor is right next to us." The staff of Shanghai Weidian Branch answered, and everyone decided to go there together to see what kind of company sued Fanlin Semiconductor.

And when you enter the R&D center of China Micro Semiconductor, you will see a striking line of words. China Micro Semiconductor is the first company in the world to successfully develop a 5nm precision etching machine, and it is also the world's first company to successfully develop a 3nm precision etching machine. Enterprises, at present, the 3nm etching machine of China Microelectronics has passed the verification of Dafeng Group.

"This company is too low-key. Gale Semiconductor, SMIC, and TSMC's 5nm etching machines were originally purchased from them!"

"Looking at the development experience of the company here, before the development of the 5nm etching machine, this company has been suppressed internationally by Panlin Semiconductor, Neon Country Applied Materials and Tokyo Electronics. The 5nm etching machine makes it truly meaningful. Start rolling over."

"Now with this 3nm etching machine, this company is destined to take off."

"The lithography machine, the etching machine, these two core equipment are all on Huaxia's side, it's amazing."

"Wait, now let's go back and think about BYD's national production plant."

"Go, go out and have a look."

After everyone went out, they went around Huaxia's ion implanters, single crystal furnaces, wafer dicing machines, vapor phase epitaxy furnaces, oxidation furnaces and other equipment companies, and then went to see material companies including lithography machines.

And after this circle, everyone has already seen one thing.

At this time, Huaxia actually does not have a second equipment giant in the true sense except Shanghai Microelectronics Technology Co., Ltd., but Huaxia enterprises know the huge gap between them and international enterprises in terms of equipment, and they are taking another development route. : Each enterprise specializes in one direction and strives to achieve the ultimate in one direction.

So although China has not produced more equipment giants, in every equipment field, at least one company that can compete with the world's giants can be produced.

And what should these companies do because they are relatively small and cannot compete with international giants in brand power?

It doesn't matter, Dafeng Semiconductor and SMIC will give priority to purchasing their own equipment, guarantee orders, guarantee income, and guarantee long-term development.

"When I came to Huaxia 10 years ago, the factories were full of equipment brands from overseas. I didn't expect that 10 years later, Huaxia would be able to build a national production line. This change is really too big."

"That is to say, China's construction of the entire semiconductor industry is no longer a simple substitute for domestic production, but a leading domestic production.

This is of profound significance. "

At this time, a Huaxia leader said with emotion, "All this is thanks to the ten-year plan of Huaxia Semiconductor.

In the past ten years, China's semiconductor industry has undergone earth-shaking changes. The Shanghai IC Industrial Park where you are now is the place where the miracle was born! "

Just like the greatness of the unknown, this is another masterpiece of Meng Qian, Huaxia Semiconductor's ten-year development plan.