Rewrite the Technological Landscape

As a shareholder of ASML and a good ally of Intel, Samsung has been betting on ASML, but other companies are different.

Especially in this life, Samsung has been suppressed by the Dafeng Group, and it is still a bit difficult to turn around. Other Korean companies will also have a sense of responsibility and think that they should stand up.

Dongfang Hi-Tech, as the tenth chip foundry company in the world, has always been ambitious. In 2015, Dongfang Hi-Tech actively participated in the EUV competition, invested heavily in chip manufacturing, and started an internal war with Samsung Hynix. Now, Dongfang Hi-Tech Became the first partner of non-Gale Group who jumped out to buy EUV lithography machine.

No one knows what history Dongfang Hi-Tech can change by purchasing the EUV lithography machine of Gale Group, but Dongfang Hi-Tech has successfully broken a default balance, a balance that I don’t know how to choose in the confrontation with Huami Technology.

As a Korean semiconductor company, as a semiconductor company dominated by American technology for a long time, Dongfang Hi-Tech has emerged.

Turning on the news, you can see Dongfang Hi-Tech CEO Cui Changzhizi happily shaking hands with Guan Xiangwen in front of the camera and taking a group photo, and said in front of the media, "After purchasing the EUV lithography machine from Dafeng Group this time, Dongfang Hi-Tech will further accelerate the advancement of semiconductor technology. Speed, our 5nm process will also use EUV technology, and at the same time, we will build two more factories within this year, Dongfang Hi-Tech will not miss the EUV era, and we will serve the market with better technology and better technology."

I don’t know if Cui Changzhi intends it, but the words that Dongfang Hi-Tech will not miss the EUV era always feels a bit irritating to Samsung.

Guan Xiangwen continued to promote the company's lithography machines in front of the media, "We welcome more companies to negotiate orders again. We believe that no one will reject leading technologies, because no one wants to lag behind."

This transaction not only confirmed that everyone can buy the lithography machine of Dafeng Group, but also ridiculed the companies that could not buy it because of their resistance. At this time, ASML was deeply involved in the lawsuit and couldn't extricate itself.

At the same time, Meng Qian came to Europe. According to the media, Meng Qian was summoned by the European Union to attend the anti-monopoly hearing. Lots of media attention.

Taking advantage of the popularity of such topics, Meng Qian first appeared at the headquarters of STMicroelectronics in Switzerland.

Sure enough, a large number of media came to hear about Meng Qian, but everyone got the news that STMicroelectronics purchased Dafeng EUV lithography machine for 150 million euros.

China's Dafeng Semiconductor SMIC TSMC, Neon Country's Sony, and Koryo's Eastern Hi-Tech all use EUV lithography machines, so how can Europe fall behind.

However, the media raised questions about the production direction of STMicroelectronics. "The semiconductor field that STMicroelectronics focuses on does not have such a high demand for technology. Will STMicroelectronics purchase EUV lithography machines this time? Will there be new actions?"

STMicroelectronics told the media very positively that STMicroelectronics will focus on dedicated chips next.

As soon as the words "dedicated chip" came out, everyone looked at Meng Qian who was sitting on the side, and they knew without guessing that this matter was definitely a cooperation with the Gale Group, even though STMicroelectronics has not yet disclosed the cooperation with the Gale Group.

Obviously, STMicroelectronics wants to seize the opportunity of Huami Technology's confrontation, which is a very smart decision.

With the purchase of STMicroelectronics, the current situation of EUV technology has become that Intel, Samsung, GlobalFoundries, and Gotower Semiconductors are doomed to be weaker. The question now is how long they are prepared to lag behind.

A few days later, Meng Qian suddenly appeared in Belgium again. This time, Meng Qian came to the Belgian Microelectronics Research Center. The Belgian Microelectronics Research Center is a world-renowned independent public R\u0026D platform and an index R\u0026D institution in the semiconductor industry. With the world's advanced chip research and development technology and process, the former Belgian Microelectronics Research Center will cooperate with ASML in three years and help ASML solve the core defects of EUV lithography machines.

At this time, the EUV lithography machine of Dafeng Group is also not perfect. Meng Qian wants to use this power. Besides, domestic research will continue, and the success rate of both sides will always be higher if they work together.

In fact, the main purpose of doing this is to optimize the EUV lithography machine, but doing this in this context has become a kind of pressure. The problems of the EUV lithography machine of Dafeng Group, ASML China's EUV lithography machine also exists, but ASML's EUV lithography machine has not yet been released. It is impossible for the world's top institutions such as the Belgian Microelectronics Research Center to cooperate with a product that has not yet been released.

Step by step, step by step.

In early March, antitrust hearings finally began.

Meng Qian didn't have to come in person, but he still came. After all, it was more attractive for him to come forward.

"Mr. Meng, according to ASML, they have already paid all the expenses according to the judgment, and purchased the patent license from Dafeng Group at the market price, but Dafeng Group rejected ASML's purchase application, is that so? ?”

"Dear Chairman, according to the regulations of the free market, patents belong to our company's products, and we have the right to choose the seller. Whether to sell or not, we have every right to make our own decisions."

"But you refuse to sell the purpose of patent licensing, suspected of monopolizing this market."

"May I ask the chairman and everyone here, what do we monopolize? Our prices are reasonable, our sales are open and transparent, and we have not restricted any company to purchase our lithography machines. We have fully complied with the rules of the free market Even we can treat our competitors equally.

On the contrary, what makes me feel strange is that more and more companies have purchased our EUV lithography machines recently, but they have not seen the world's leading chip foundry companies such as Intel and Samsung on this purchase list. Names, what do you guys think they are waiting for?

Do you think they are waiting for today's hearing? Could it be waiting for us to be ruled a monopoly? Will it be that we have to license the technology to ASML after we are ruled as a monopoly? Then they went to ASML to buy EUV lithography machines?

If my guess is correct, then please consider from my perspective whether you dare to authorize patents to such a company with a deliberate target customer group. If such a company develops, I am afraid that it will be the beginning of monopoly.

I still remember that when I first started my business, American companies always said that this is an era of globalization, and they always told us to promote global cooperation. As one of the core basic concepts of the development of Dafeng Group.

Therefore, we reserve the right to refuse to cooperate with companies that are anti-globalization, and we are always open to companies that comply with globalization, and we are willing to accept comprehensive investigations. "

Meng Qian's words were full of sarcasm and sincerity, but anyone with normal logical thinking ability can understand the meaning.

Who is monopolizing and who wants to monopolize? Meng Qian's words directly bounced back at Dafeng Group's monopoly hearing.

It's a pity that this hearing is for profit, and some people understand it and just pretend that they don't understand it.

"Mr. Meng, we will come forward to review any monopolistic behavior and make corresponding decisions, but we cannot characterize what has not happened. We need to pay more attention to the facts in front of us. The EUV lithography machine of Dafeng Group has formed a monopoly situation. , Mr. Meng agrees?"

The hearing side insisted on staring at the moment, and was very cautious not to mention the monopoly of lithography machines, but the monopoly of EUV lithography machines. This is an irrefutable fact in everyone's opinion.

However, Meng Qian looked at the hearing team with indifferent but puzzled eyes, "I asked from the beginning, what do we monopolize?"

"At present, only Dafeng Group can produce EUV lithography machines in the world. Isn't this a kind of monopoly?"

Meng Qian continued to maintain this expression, "Who said that?"

Everyone was dumbfounded, and Meng Qian's answer made them feel like a rascal, "Mr. Meng, we should face the facts. Denying is meaningless."

Meng Qian pulled the microphone back and leaned on the chair to make himself as comfortable as possible, "There are some things I promised not to say, I can only tell you that this month, you will see another company come up with EUV Lithography."

Question marks were written all over everyone's faces.

Until someone thinks of a name, could it be that...?

Just when everyone was guessing, Meng Qian suddenly added, "Oh, by the way, within a year, I predict that at least one more company will produce EUV lithography machines, so our Dafeng Group can't monopolize this at all. market."

In addition to ASML, there will be three EUV lithography machine companies in the world?

When the world was still paying attention to the trend of the lithography machine competition between Dafeng Group and ASML, Meng Qian directly threw out explosive information, which shocked the market again.