Chapter 919
Thanks to the visits of business representatives from all over the world, Huaxia Semiconductor’s 10-year plan was moved to the public. Because Meng Qian contributed to the semiconductor 10-year plan earlier, no one could have imagined the situation today. Looking back at this incident, the name Meng Qian directly rushed to the top of the hot search list.
Meng Qian's planning for a rainy day, Meng Qian's foresight, and Meng Qian's persistence have all become the reasons why he is praised by the public at this moment. Although this is thanks to his rebirth, at least Meng Qian made his rebirth a relatively more meaningful one. role.
However, Meng Qian didn't really want people to pay attention to him, so he started to spend money to buy hot searches. He wanted to make the ten-year plan for semiconductors, so that everyone saw things in the Shanghai Integrated Circuit Industrial Park recently on the hot searches, and on the hot spots all over the world. Search instead of following him.
Meng Qian wanted everyone to understand that China's semiconductor industry has already been turned upside down.
Thousands of enterprises in China have worked hard silently for more than ten years, and they have achieved the current situation after repeated despairs. Now, everyone finally no longer has to try their best, and can stand up high-profile and show the world that they have worked hard for ten years. The fruit of several years.
And when Huaxia's industrial advantages were seen by the world, a comprehensive proactive attack began.
On October 24th, both Huawei and Tsinghua Unigroup, which were being hotly discussed, were reported to have sent a large number of salesmen to various parts of the world to contact the agents of major brands.
Qualcomm CEO Mollenkov, who was still preparing for the meeting at the end of the month, immediately called people from the marketing department to understand the situation after receiving the news.
"What are they doing now?"
"Huawei and Tsinghua Unigroup are also fighting a price war, but they are not just here to fight a price war. Their main focus this time is 5G chips, and one focuses on the high-end market, and the other focuses on the mid-to-low-end market."
Mollenkov frowned. Qualcomm has not made any real achievements in 5G chips so far. If Huawei and Tsinghua Unigroup now start to seize the 5G chip market by using many means including prices, Qualcomm will think about it later. It will be difficult to get the market back.
And now there are many companies facing the same situation, such as Fanlin Semiconductor in the United States, the top management has already held a meeting for a day.
"what happened?"
"Recently, China Microelectronics has been in the limelight. Everyone knows that it has been supplying Dafeng Semiconductor and SMIC before. Now it has conquered the 3nm etching machine, and the market attention has skyrocketed.
Taking advantage of this opportunity, China Microelectronics began to accelerate its market expansion. I heard that TSMC has signed a long-term contract with China Microelectronics, and now China Microelectronics' sales are all overseas. "
"Recently, these companies in Huaxia are obviously working together."
"And this time, China Microelectronics is not only promoting advanced etching machines, but 10nm and 28nm etching machines are also the focus of their longing for expansion."
"Let's point to the face. Weak technology is the original sin. Call the people from the R&D department."
"yes."
Whether it is chips or etching machines, they all rely on the leading advantages that they have worked hard to start rapid expansion, and it has indeed put pressure on many old brands. However, some industries where Huaxia’s technological advantages may not be so obvious will not better off.
Rohm and Haas executives are also in a meeting.
"What's going on, why is there such a sudden change in the photoresist market?"
"The two photoresist companies in Huaxia have begun to hit the international market!"
"Looking at the news two days ago, didn't it mean that Huaxia's photoresist has no absolute advantage? It can only guarantee the self-sufficiency of Huaxia's photoresist. Why do they make such a big wave?"
"Because of the price."
"price?"
"The Dafeng Group has developed so fast over the years that everyone has almost forgotten that Huaxia has a terrible name: the price butcher.
Huawei sold better equipment than Nokia at one-third of the price back then, and price slaughter is what Chinese companies are best at.”
Under such a general environment, the chip alliance meeting on both sides of Huami started.
The meeting is closed, and everyone has to wait for the news to come out.
Both sides have released more meaningful information after almost 3 hours of the meeting.
The United States criticized Dafeng Group for its crazy promotion of manufacturing processes. They defined excessive acceleration of the development of manufacturing processes as four words, which was a waste of time and money.
At the meeting in the United States, American companies believed that the speed of this kind of chip iteration once a year overwhelmed many companies, but in fact the price/performance ratio was very low, because most chips did not need such advanced technology at all. For example, military chips are still dominated by 28nm and above processes.
Therefore, American companies propose to slow down the process war, calm down and focus more on details, just like what Intel did on 10nm. Intel believes that it is completely correct to engage in 10nm+ and then 10nm++. The practice is a practice worth learning.
Of course, American companies do not deny EUV technology, and also support increasing investment in EUV, just to develop more stably. In order to support this argument, they even disclosed the secrets of the chip industry. Now the so-called Xnm has water. Bring it to the table.
American companies said that the current 5nm is only equivalent to 5nm, not the real 5nm at all, including the future 3nm, 1nm is the same, so excessive pursuit of this false breakthrough is of little significance.
At the same time, the content of the meeting on Huaxia's side is also slowly leaking out, which is almost completely opposite. Huaxia believes that there is no problem with accelerating the chip process now, and it is very necessary.
Huaxia first believes that Moore's Law has ruled this industry for nearly 60 years, which has led to the inertia of thinking in this industry, and has almost equated size with performance.
However, the impact of size on chip performance is actually getting smaller and smaller, and chips will explode further. Of course, it would be great if there is a revolution in physics, but sometimes this thing really depends on fate.
Without considering the physical revolution, one of the most practical changes is the change of thinking, from size thinking to chip thinking.
The Huaxia Conference mentioned that in the past few decades of chip development, although there has been no material revolution in the true sense, material optimization has been developing, packaging technology has been optimizing, and the space structure has been improving. We have been accelerating attempts to interact with algorithms and chips.
The development of chip performance in the future should not be based solely on the size of the chip. It is also very inappropriate to simply talk about the size now.
Coincidentally, Huaxia also mentioned that the current Xnm is actually hydrated, but Huaxia raised this point to explain that according to the current process definition model with moisture, the process is actually moving forward. Not as difficult as imagined.
The narrow process definition is no longer useful, so now we need to accelerate chip development, because there is still a long way to go to further optimize the chip from the perspective of chip thinking, and this road is a road of comprehensive development, not Like the single and reckless road that American companies say.
The future development space will be larger than everyone imagined, so it is meaningless to slow down at this time. As for the problem of increasing investment, China believes that the future returns will be greater, because the application space is too broad.
This is also a huge difference between the two sides. The United States believes that the application space for advanced manufacturing is very small, but China believes that it is infinite.
From the perspective of Huaxia Enterprises, even in the field of military industry, advanced manufacturing processes have actually been put into use.
If you only have smartphones in your eyes, of course you think the cost performance is low, but if you broaden your horizons a bit, you won't think so.
Moreover, Huaxia mentioned a very important point. In the foreseeable next twenty years, the development of science and technology will promote economic development. As a result, US technology companies are still using the current economy to calculate future costs. This is also a vision. narrow things.
Huaxia did not deny the problem of high follow-up costs, but it is precisely because of this that everyone is more certain that Huaxia has already developed more mobile devices and smart devices, so it dares to promote such high-cost investment. Of course, This is also inseparable from China's natural advantages and its own huge market.
In the development plan for semiconductors for the next ten years, Chinese companies and American companies have completely moved in two directions. American companies have chosen a conservative route, while Chinese companies have chosen a radical route.
On both sides, the bar is on.