Rewrite the Technological Landscape

In fact, Meng Qian originally thought about introducing some advanced training methods from abroad, especially basketball. On the one hand, it was Meng Qian’s own interest, and on the other hand, it was really a pity back then.

But after thinking about it, I decided not to intervene. After all, there are only three years, and the sudden introduction of some western things may not be suitable for me. Don’t harm the men’s basketball team by then.

When Huaxia entered the countdown to the Olympics and Dafeng Group also began to prepare for the Olympics, a piece of news that should have come came, ASML's lithography machine was released.

For a while, the semiconductor industry in the West, which had been suppressed for several months, suddenly became excited, and what is more exaggerated than the previous life is that Intel, AMD and other companies have all increased their shareholding in ASML and increased their interest in ASML. Mike's control.

However, after this news came out, the company that had the most impact was not Dafeng Group, but Nikon.

Intel immediately announced that it would purchase ASML's lithography machine, and became ASML's first customer. Nikon used to be lonely when Intel gave up the Nikon lithography machine. In this life, this scene It came earlier, mainly because Dafeng Group's lithography machines have been used in the market for several months, and everyone knows from market feedback that such things cannot be hidden from companies like Intel.

Therefore, Intel has no time to give Nikon a chance to try again and just give up.

After Intel, Micron and AMD all announced the purchase of ASML's lithography machines, all of which directly gave up on Nikon. For a while, Nikon's stock plummeted by 20%, causing a commotion in the Neon country.

After all, at this time, Nikon is also a very large company in Neon Country. Just like Sony’s plunge in the past directly led to the overall plunge of the technology stocks in Neon Country, Nikon also caused the technology stocks in Neon Country to fluctuate. In the past two years, the economic development of the Neon Country has indeed been good, and it has not been greatly affected by Nikon, but Nikon itself is indeed panicked now.

Because Nikon was once the leader in lithography machines, in order to maintain its status as the leader, almost 80% of its annual R\u0026D expenses are invested in lithography machines. Once the lithography machine project collapses, Nikon is not sure that it can still Can't hold on.

Therefore, Nikon immediately sent a team to the United States, hoping to quickly restore the market.

After Nikon, the next panic is Taiwan Province.

At this time, the lithography machine incident is simply worse for the enterprises in Taiwan Province. Because of the pressure, they did not purchase the lithography machine of Dafeng Group, and waited obediently for the lithography machine of ASML. After the engraving machine finally came out, they saw a frustrating thing, that is, enterprises in Taiwan province generally queued up at the back.

The production capacity announced by ASML at the press conference is 1.5 units a month, and Omi companies are basically all in the front, which makes Taiwanese companies have to continue to line up for another year and a half.

But the problem is, from the advent of Dafeng Group's immersion lithography machine to the present, if we wait another half a year, in the semiconductor industry, there will be a gap of one year, and it will be when we break through the bottleneck of the process.

This can really destroy a business.

At UMC Taiwan Province, several executives couldn't help but slapped the table over there.

"It's too much! We started matching with Asmail early in the morning, and we are actually ranked outside the top ten?"

"Wait for another half a year, the Neon Kingdom will definitely throw us away, then shall we wait to die?!"

"Let's not talk about the neon country. If we really wait like this, we may not even be able to compare with Huaxin International in the future. Don't forget that the mainland has already been laying out a new generation of production lines."

"We can't just sit and wait like this. If this continues, the advantages we have finally established will be gone!"

"Then what do you say?"

"I'm negotiating with the United States."

"Negotiation? How to negotiate? We are in a hurry. Is Intel not in a hurry? Is Micron not in a hurry? Now that everyone's interests are in conflict, what kind of negotiation should we use? Let Intel make way for us, do you think it is possible?"

"Then you can't really just wait like this?"

"Why don't we go talk to Dafeng Group?"

"Are you crazy? Look for the Dafeng Group at this time, and don't end up being ungrateful!"

"So, what the hell are we going to do?"

Similar things happened in major fabs in Taiwan Province, but TSMC is the most violent among them.

"The United States is playing hooligans!" Lin Benjian, who has always been gentle and elegant, couldn't help but explode.

No way, the core technology of ASML's immersion lithography machine was provided by Lin Benjian of TSMC. However, TSMC actually ranked fifth in the queue. It's the lithography machine, but it's hard to swallow this breath. What's the matter?

"Samsung is actually ranked behind us? What did Samsung do? Huh? Has Samsung, a white-eyed wolf, provided a little technical support? Why is he ranked behind us?"

"Then what did Intel do? What did Micron do? Why did they rank ahead of us? We provided the technology, and we cooperated in the development. In the end, we failed to get the first lithography machine. Machine, is this still a human thing!"

"Mr. Zhang, why don't we just go directly to the mainland for cooperation? The mainland has developed very well in the past few years, especially the Dafeng Group. I heard that the production line of the Dafeng Group will be vacant soon. We might as well go to buy the Dafeng Group. The lithography machine!"

"That won't work." Although Zhang Zhongmou, the founder of TSMC, is also angry, there are still some things that people below don't understand him. This is impossible. If he really does this, then TSMC will be in real trouble. , He forced himself to comfort everyone, "It's only been three months, and it's gone in a blink of an eye. We have to believe that ASML's products will definitely be more reliable than Dafeng Group's."

"But my heart is really aggrieved!"

"Stop talking, go back to work."

After everyone left the office, Zhang Zhongmou threw the tea cup in his hand to the ground. Everyone has a temper.

As Meng Qian once predicted, if ASML launches its lithography machine a few months later, everyone is willing to wait. In addition to the pressure from the United States, there is also everyone's trust in ASML and distrust of Chinese manufacturing. Just like when many companies didn’t trust ASMA, it’s a reason to continue to choose Nikon’s dry lithography machine, but as time goes by, the product quality of Dafeng Group has passed the market test. At the same time, waiting is OK, But there is a limit to waiting.

Waiting for a year or so or even more than a year, but not everyone can afford to wait.

In this life, Taiwan's semiconductor development is destined to face huge turmoil, and it is also destined to suffer more grievances. This is just the beginning.

But who can blame this?