Rewrite the Technological Landscape

On October 1, the Long March 3C carrier rocket carrying the Chang'e 2 satellite was ignited and launched at the Xichang Satellite Launch Center.

Gale Group is still the guardian of the webcast of the rocket launch.

A week later, Meng Qian came to Taiwan Province, where he hadn't been for a while.

"Williams just left yesterday?" Meng Qian came to the office of Zhang Zhongmou of TSMC. The Williams he mentioned was the chief operating officer of Apple.

Apple's A4 processor this year is a processor that Apple has further separated from Intel's control. It is precisely because of the A4 processor that Intel's Paul publicly scolded Jobs, claiming that Jobs lied to Intel. I didn't really cooperate with Intel and lied to Intel's technology.

And when the whole world felt that Jobs was going to cooperate with Samsung, Paul predicted that as long as Samsung made its own smartphone, Jobs would definitely go to TSMC to cooperate. Facts have proved that Paul's vision is still very accurate, Samsung Galaxy S As soon as he came out, Jobs started to contact TSMC, and Williams came to Zhang Zhongmou for "dinners" many times.

"Well, I went back last night."

"Apple has been in active contact with you recently, and Samsung has already received news."

"I know, but Apple will handle this matter. Anyway, from communication, to certification, to opening production capacity, this is a long process. It will take a year or two. Apple can't transfer the order to us immediately. No one knows what will happen in this process, Mr. Meng should know about Jobs' character."

"I'm afraid this time will be longer." Meng Qian subconsciously said.

"Why?"

Meng Qian gave a meaningful smile. It was not intentional, but he couldn't say anything, because Jobs will leave next year, and because Cook is a master who will compromise for the market, what should I say about this, so he changed the subject, "So Why did Mr. Zhang invite me here today?"

Zhang Zhongmou poured Meng Qian a cup of tea, "Looking at what happened in the past few months, I suddenly thought that one of the most important reasons for the deal between Mr. Meng and us was to suppress Samsung. "

"Isn't this the result that TSMC wants?" Meng Qian sipped his tea and directly bounced back the question.

Zhang Zhongmou smirked twice, "Yes, but we don't have such a sophisticated layout as Mr. Meng."

Meng Qian adjusted his sitting posture to make himself more comfortable, "Samsung's development in the field of chip foundry in the past few years is obvious to all. If it weren't for the fact that it happened to catch up with the financial crisis in the past two years, the current Samsung foundry business should at least go further. Stepped up a step.

At the beginning of this year, while preparing for memory price increases, Samsung invested 5 billion yuan in the semiconductor business department, of which 1 billion yuan was invested in the processing of mobile phone processors, a direct increase of 4 times compared to 2009.

At the same time, Samsung officially announced that Samsung's wafer foundry process technology level has reached the 45nm process level, and said that it will double the fab's production capacity this year.

After that, Samsung began to contact Qualcomm frequently, and the intention was so obvious that the whole world could see it clearly. Thinking about it this way, we seem to have done TSMC a big favor. "

Zhang Zhongmou knew that Meng Qian had a clever mouth, so he directly ignored Meng Qian's words, and adopted the most direct strategy to analyze the situation, "Mr. After all, it didn't happen overnight. Over the past few months, Samsung will inevitably strengthen the city wall to deal with the next attack.

And Mr. Meng should be very clear that Samsung's tentacles are not only in the business world, but also in the political world. Let's not talk about offense. He could turn over at any time.

Especially in the United States, they are definitely more willing to give Samsung a hand. "

Meng Qian smiled at Zhang Zhongmou, and he understood. Zhang Zhongmou found out that Meng Qian was going to engage in Samsung, and wanted to use this matter as a bargaining chip, but Zhang Zhongmou can pretend to be stupid, and Meng Qian can also pretend to be stupid, "So Mr. Zhang should Have a better strategy ready for me?"

Zhang Zhongmou waved his hand, "Our TSMC is engaged in foundry, not as comprehensive as Dafeng Group and Samsung, we can't give Mr. Meng a better strategy, we can only say that in our own field, we may be able to make a difference.

It is a huge benefit for us that Dafeng Group has secured Qualcomm. With this benefit, we at TSMC cannot just sit like this, so naturally we must find ways to go further.

I can tell Meng Qian a piece of news. Recently, we have completely won Texas Instruments and Xilinx. In the next step, we will try to get Broadcom, and we are willing to share these customers with Dafeng Group. "

Meng Qian raised his head slightly to look at Zhang Zhongmou, and stopped pretending to be stupid, "Tell me, what does Mr. Zhang want?"

"TSMC wants to enter Dafeng Group's lithography machine project."

Just as Meng Qian picked up the teacup, his eyes instantly became sharper. The old Jianghu is the old Jianghu, and he has realized the changes in the future structure. Meng Qian deliberately asked, "TSMC was kicked out of ASML's board of directors? "

"ASML is just a normal investment for us."

Zhang Zhongmou used this answer to confirm that TSMC just wants to occupy a position on both sides. No matter who produces the lithography machine first in the future, TSMC can get the goods. For a foundry company, Zhang Zhongmou wants to keep his lifeline.

Meng Qian declined, "Our lithography machine project has already entered the national laboratory, and the entire project team is very mature on site. If TSMC wants to enter now, it may be a bit late."

Zhang Zhongmou continued to fight, "We can only establish contact with Shanghai Microelectronics Technology, and enter as an employer. It does not involve management or R\u0026D. Mr. Meng knows what I want."

The words are so straightforward, Meng Qian can only be straightforward, "Don't worry, Mr. Zhang, I am not ASML, let alone Intel. I have promised the world countless times that Dafeng Group will not maliciously suppress any company." Companies that abide by fair rules, since we are all cooperating now, it is even more impossible for me to embarrass you."

"Mr. Meng, I can agree to all the requests you made about SMIC before." Zhang Zhongmou didn't talk nonsense, and directly talked about the conditions.

It can be seen that Zhang Zhongmou attaches great importance to the lithography machine, and considering the next situation, Meng Qian said cautiously, "Well, I will go back and discuss with the shareholders. I am really not sure if I can give shares to TSMC, but I can promise to sign a fair competition agreement with TSMC, in addition to the fairness of lithography machine procurement, I can also promise the things Mr. Zhang mentioned last time."

"Mr. Meng, what I want is not fairness, what I want is the right to purchase first." Zhang Zhongmou said bluntly.

"Is Mr. Zhang's request a little bit?"

Zhang Zhongmou insisted, "Mr. Meng, if Dafeng Group and us really want to achieve a long-term harmonious cooperation and competition, the status of our TSMC is actually good for you, isn't it?"

Meng Qian carefully analyzed the situation for a while. In fact, there was nothing wrong with Zhang Zhongmou's words. After thinking about it, Meng Qian gave a compromise answer, "Okay, I can give TSMC the priority to purchase, but TSMC will not be the only one. Enterprises with preferential purchasing rights."

Zhang Zhongmou also quickly analyzed the situation. He probably understood Meng Qian's meaning. After all, the right of first purchase cannot be given for nothing like cabbage everywhere, so Zhang Zhongmou compared a number 2, "No problem, then can I directly make a decision on Shanghai now?" The second EUV lithography machine of Weidian Branch."

Meng Qian smiled and shook his head. This old guy is really stubborn, but he is like the chairman of TSMC, "The third one."

"make a deal."

When Meng Qian met Zhang Zhongmou in Taiwan, Li Runyu was hitting a wall in the United States.

"Why has Jacob been refusing to see me recently?" Li Runyu had to call Samsung to install Qualcomm's eyeliner.

"Jacob has been really busy recently, but he really doesn't want to see you right now."

"So Qualcomm doesn't want to cooperate with us? We communicated so much last year. Why? What did TSMC promise to Qualcomm?"

"This matter may not only be related to TSMC."

"What do you mean by that?"

"Mr. Li, you should know that TSMC will have a press conference with SMIC tomorrow."

"Of course, what's the matter?"

"Let's wait for this press conference first. I'm not sure about some things now, but after this press conference, I should be able to make a general judgment."

Li Runyu has been in the United States for a few days, and he will stay for another day.

At 2 pm on October 8, Yanjing time, TSMC and SMIC held a press conference. This conference was about the official announcement of the final relationship between TSMC and SMIC.

The result is that Zhang Rujin has resigned now, and SMIC will pay TSMC 1 billion yuan in compensation, but it does not need to give any more shares.

At the same time, Jiang Shangyi of TSMC confirmed that he will go to SMIC as the chief consultant to help SMIC improve its chip manufacturing level.

At the press conference, the two parties shook hands and made peace, saying that the two parties will enter a new stage of cooperation and set a good example of cooperation for the chip foundry market.

At the press conference, SMIC also confirmed one thing. Dafeng Group has acquired a share of SMIC, and currently sits firmly as the second largest shareholder of SMIC with a 16% stake.

However, the news that surprised the market the most was the confirmation from Dafeng Group a few hours later that TSMC will manufacture some Hongmeng processors next year.

The relationship that had been stalemate for several years suddenly ushered in an easing.

Li Runyu, who is far away in the United States, shivered from behind, "Dafeng Group actually cooperated with TSMC!

That Samsung."