1991 Starting from the core - Chapter 979

c977 supply chain strategy

“Although we have been cooperating with Cymer for the past ten years, including our latest TWINSCAN 1980Di, the light source used is also Cymer… The domestically produced ones are only used in non-immersion models. But since the establishment of the EUV Asia Alliance… our Relationships are still a bit difficult.”

“Especially for EUV light sources, there is currently no good solution from Jingguang. However, Cymer has proposed the LPP solution, and ASML’s verification model has also confirmed its feasibility. Of course, according to news from the Netherlands, the LPP solution still has power The problem of insufficiency… But it has finally taken off, right? On the other hand, on our side… At home, it is almost the same, and the Ni country people have hidden agendas… And old America… you have always been vigilant…”

Zheng Zhenchuan kept talking, smiling bitterly, and finally sighed: “It’s difficult!”

Hearing Zheng Zhenchuan’s emotion, Li Mingliu felt the same and sighed along with him.

On the contrary, Su Yuanshan had a strange expression on his face.

——Both of these two seem to have forgotten what domestic lithography machines looked like fifteen years ago… Now in less than twenty years, Acercore has relied on its leadership in dual workpiece stages and immersion lithography. , becoming the lithography machine manufacturer with the largest market share in the world in one fell swoop…

If this were placed in later generations, no one would believe it if it were written into a novel.

Zheng Zhenchuan is still not satisfied… This can only be said that people naturally heal their scars and forget about the pain.

But…what Lao Zheng said is indeed true.

Although EUV Asia was established, and in the past five years, Yuanxin led the effort to bring in more than a dozen units, investing a total of more than 500 million US dollars, and then came up with this design drawing. However, due to the visible formation of the East Asian semiconductor circle, or the unstoppable trend of formation, everyone has their own thoughts.

For example, Nikon and Canon, two traditional lithography machine giants, have always been dissatisfied with the rise of Acer. In addition, the semiconductor industry in Japan is subconsciously retaining its basic base. Therefore, although they are not very good in the global market, they As long as Niguo Semiconductor does not die, these two companies can survive.

In addition, in the key component system, lenses and light sources, one is Zeiss and the other is Cymer. Neither of these are Asian companies. Even because of obstruction from various forces, Hongxin has tried to acquire and control these two key companies several times. Ended with failure…

Therefore, Lao Zheng’s worries are not unreasonable.

Now, Acercore can still rely on its unique leading position in mastering immersion technology to “coerce” the world’s top supply chain of lithography machines to cooperate with itself, but what if… what if ASML solves various problems first?

…

“Uncle Zheng, what are your thoughts?” Su Yuanshan pondered for a few seconds and then looked at Zheng Zhenchuan.

Although he was asking, he actually already had a guess in his mind.

“Do you think we can simply acquire ASML! Do you think it’s possible?” Zheng Zhenchuan’s eyes were bright: “Or… we can save the country by taking a curve and hold the supply chain in our hands.”

“Huh?” Su Yuanshan was dumbfounded: “Acquisition?”

“Well! They are having a hard time. If they can acquire it…” Zheng Zhenchuan took a deep breath, with the same look in his eyes: “Then I promise that you will use EUV within five years! After that, I can retire with peace of mind. …Mom, you can even close your eyes!”

Su Yuanshan immediately coughed: “Don’t talk nonsense, where are you following?”

But even so, Su Yuanshan’s mind was still spinning rapidly.

Obviously, he had never considered acquiring ASML before – the reason is very simple. As the 21st century enters and the East Asian pattern of the semiconductor industry takes shape, Europe and the United States are not fools. They have long realized this. Therefore, a few years ago, Silicon Valley proposed the Western Alliance of Semiconductors and the strategy of breaking the East Asian Alliance.

But with the emergence of Acer’s immersion lithography machine, and with Deyuan entering Silicon Valley, integrating the wafer factories of Xinghai and AMD, and establishing the world’s second largest foundry ATO, no one in Silicon Valley shouted this slogan anymore.

However, although the slogan is no longer shouted, it does not mean that the crisis has been eliminated. On the contrary, the sense of crisis is even getting stronger – Intel’s investment in ASML blood transfusion is a concrete manifestation of this sense of crisis. Of course, Deyuan also followed up and made a bet on both ends. Blood transfusion is another matter.

In short, the specific manifestation of the current international semiconductor situation is that the East Asian semiconductor industry circle is gradually taking shape, but they have reservations about each other, and they all want to develop unique skills in order to gain dominance in the future. The Western semiconductor industry has lost its position in wafer fabs and current mainstream commercial high-end lithography machines, making it impossible to form a unified alliance. But in the lithography machine industry chain, they still rely on their technology and heritage to maintain their status and technological moat. At the same time, they still have hope in the next generation of EUV lithography machines.

Therefore… even if ASML is willing to sell it, it will obviously not be approved.

Su Yuanshan pondered and exhaled deeply.

“Acquisition is not realistic, but you can give it a try.” Su Yuanshan pursed his lips and said softly: “Last year’s subprime mortgage crisis was difficult for Europe and the United States, and ASML was also difficult. Plus you have now completed the design… As for… …Save the country through curves…”

Su Yuanshan pondered again, and nodded slightly after a few seconds: “But it depends on how high the music is.”

“Let Xinghai come forward?” Li Mingliu asked immediately.

“Xinghai cannot do that. Xinghai is now Fabless. In what name can it acquire companies related to the light source industry such as Cymer, Zeiss, and TRUMPF?”

“What about Deyuan?”

Su Yuanshan was startled: “You must have drunk too much, Deyuan is a foundry… Why is Deyuan integrating the industrial chain?”

“What I’m talking about is, Deyuan acquires ASML.” Li Mingliu raised his eyebrows: “If Deyuan doesn’t work, let the ATO do it.”

Now Zheng Zhenchuan was surprised: “…Good guy, are you trying to bring the semiconductor industry chain back to Silicon Valley?”

Li Mingliu: “…the ATO belongs to Mr. Tingshan.”

“But the ATO is in Silicon Valley.” Zheng Zhenchuan glanced at Su Yuanshan meaningfully: “ASML is half dead now. If there are three blood transfusions from the ATO…”

Li Mingliu stopped talking.

AMD, Deyuan, and Xinghai, if these three companies join forces for a blood transfusion… I am afraid that ASML will come back to life in a matter of minutes. Even if Deyuan listens to Mr. Shan unconditionally, Xinghai will also listen to Mr. Shan. But Lao Zheng is right. The ATO is in Silicon Valley. Although Deyuan is responsible for management, operation and even technology, a company with assets of tens of billions of dollars Knife companies have the will to safeguard their own interests. Once the completion of the acquisition and support of ASML is beneficial to the interests of the ATO and the three companies behind it, then even Mr. Shan will not be able to stop the ATO’s blood transfusion to ASML.

For example, even if Mr. Shan had control over Yuanxin, he would not be able to disband Yuanxin’s CPU department with just one order.

“Hmm… let me think about it. Uncle Zheng, no matter what you said is feasible or not, the idea is right.”

After thinking silently for a long time, Su Yuanshan nodded slowly: “In this case, I will go to the top to find out the news, and then go to Europe to have a look… This kind of thing cannot be done purely through commercial means.”

Zheng Zhenchuan immediately nodded his head like a chicken pecking at rice: “Yes, yes! You have a wide path, so I’ll trouble you to run around more.”

Su Yuanshan chuckled: “You are right, but I don’t guarantee it. I can only say that I will try my best.”

…

…

Su Yuanshan and Li Mingliu did not stay for dinner. On the one hand, they both knew that if they stayed, they would have to get drunk. On the other hand, the executive board meeting was just today, and they both had to go back to sort out the meeting.

On the way back, seeing Su Yuanshan lost in thought, Li Mingliu refrained from asking him, but took out his phone and started scrolling.

A moment later, Su Yuanshan’s voice sounded: “Old Li, what Lao Zheng said just now is indeed correct. At this point in time, it is really time for Acer to integrate the industry chain.”

Li Mingliu immediately looked at him: “Didn’t you say it was difficult?”

“Yes, of course it is difficult. But one advantage now is that, for now, international relations are very stable and very good…”

Su Yuanshan leaned back on his seat, closed his eyes, and said softly: “In the Olympics, all parties will give face to see if they can seize this window and opportunity.”

Li Mingliu nodded silently, but after a moment he raised his eyebrows and said, “What if I didn’t catch it?”

“Then everyone can only rely on their own abilities.” Su Yuanshan rubbed his brows and sighed softly: “One fact that has to be admitted is that the EUV industry chain is too high-end. It cannot accommodate two top suppliers in the same industry chain position. If it is impossible to form an Asian industrial chain for lithography machines, then the only choice is to tie it to the global supply chain – then what is the inevitable choice?”

Li Ming and Liu Yi were startled: “Did…ASML disappear?”

“Yeah.” Su Yuanshan sighed again: “Unfortunately, we entered Europe a little too late, and the European semiconductor industry regards us as its enemy… Damn, their enemies are obviously the Ni people and the good old people!”

Li Mingliu: “…”

“Let’s not talk about it for now. I will go to the capital to have a look later.”

“Are you watching the Olympics?”

“Well… I won’t watch the whole thing, but I want to participate in the opening ceremony.” Su Yuanshan shrugged as he said, “Do you want to go?”

“I’m not going, I’ll just watch the live replay.”

“…”

*

*

A month later, Su Yuanshan took Su Xiaomu and Su Ze’an on vacation to the capital on a private plane.

As soon as he landed, he was scolded by his mother who came to pick him up, saying that he was too courageous to bring his two children.

This made Su Yuanshan dumbfounded, but he also knew… that he had indeed violated the principle of “rich people” traveling. After all… in the mother’s eyes, she and her children are the real blood of the old Su family… If something happens, the sky will really fall.

But the old lady didn’t nag for too long. After all, she hadn’t seen her granddaughter in person for nearly two months. She quickly took her granddaughter’s hand with a bright face and expressed her love for her.

Afterwards, Su Yuanshan took his daughter and sat in the car behind.

“Dad, do you know the place of the planetarium that grandpa mentioned?”

After fastening her seat belt sensibly, Su Xiaomu looked up at her father.

“Yes, I know. And… not only does grandpa know the curator, but dad also knows him. Do you want dad to take you to see it?”

“If it’s convenient for you.” Su Xiaomu replied in standard English.

“Hahahaha!” This sentence made Su Yuanshan so happy that he subconsciously wanted to pick up his daughter, but was stopped by the safety belt.

In the front row, Han Yiyi couldn’t help laughing. She looked at Fu Zhenhua and laughed, “Mr. Shan really loves Xiao Mu.”

Fu Zhenhua believed it: “As long as you have eyes, you can see it.”

Su Yuanshan: “…cough”

——But he had to deny that this was indeed true.

Because as Su Xiaomu grew up, he gradually saw the shadow of his daughter in his previous life… In addition, Xiaomu himself was sensible. With this dual emotion, he made no secret of his love for his daughter.

He had no doubt that he could do anything for the little girl next to him.

Along the way, the father and daughter laughed happily, and the car soon drove into the dormitory courtyard.

Su Yuanshan arrived in the capital half a month in advance, of course, not specifically to send his daughter to meet her grandparents. The main purpose was to use the time before the Olympics to visit various departments and try to find companies such as ASML and Zeiss. Possibly – even if it’s not a full acquisition, it would be good to be able to complete a controlling investment.

But the relevant departments and leaders, even Su Yuanshan, cannot be seen just by stepping in – especially now. Therefore, his office location during the day was changed to the courtyard of the design center.

…

“Damn it, I finally got your old man here.”

On August 1st, Su Yuanshan returned from the relevant departments. As soon as he entered the courtyard, he saw an unshaven Ma Mengqi holding the door frame with one hand and twisting a bottle of mineral water with the other, looking at him sadly.

Next to him stood the secretary from the courtyard, covering his face and snickering.

Su Yuanshan was stunned for a while, then laughed dumbly: “Fuck, what are you doing? Are you at a construction site?”

“……almost.”

“…Aren’t you at the Bird’s Nest?”

Su Yuanshan walked towards Ma Mengqi, chuckled, reached out and patted him on the shoulder, and then pulled him into the house.

“It’s in the Bird’s Nest, mother… I’ve seen this, Lao Zhang really doesn’t treat people as human beings…”

The words were spoken in extremely sad words, and Su Yuanshan understood them immediately.

Obviously, Ma Mengqi got tired during the rehearsal.

——There is only one week left for the opening ceremony. As the main event of this opening ceremony, it can even be said to be the core event, the drone performance will be a trump card.

In other words, after seeing Yuanxin’s drone performance, Director Zhang changed his original thinking for the first time and focused on the drone performance.

According to the original idea, the main carrier of this aerial performance should be fireworks.

And because of the emergence of the prototype drone array, Lao Zhang realized that this is what the Olympics will show.

So… from the initial one thousand drones to two thousand… Lao Zhang even put forward an exaggerated demand for five thousand.

This almost scared Ma Mengqi to death, and it took some hard talking to make Lao Zhang understand that this thing was reliable.

——Not to mention drones, even fighter jets cannot claim that five thousand of them can take off at the same time without any problems.

As a result, Ma Mengqi lived a very hard life.