Chapter 113 Two Technology Systems
October 10.
Another piece of news came from overseas.
It was still caused by ASMC.
The ban on the sale of lithography machines was lifted.
The company's full range of lithography products are all allowed to be sold to China.
Including the most advanced 3800i EUV lithography machine.
And the price of each unit was reduced from 150 million US dollars to 110 million US dollars, a price reduction of 26%.
Once this news was announced, the destructive power and deterrence were much stronger than the verbal sanctions of a certain country.
The Chinese technology circle not only did not feel joy and excitement, but felt a deep chill that penetrated into the bones.
Because this is the real killer move with real lethality!
"The needle behind the yellow mouth and tail is poisonous."
"Don't be fooled! This is a paralysis strategy of boiling a frog in warm water. It is the enemy's last killer move. You must stay awake and resolutely not fall into the trap."
"ASM's EUV has a profit margin of up to 44%. Now it has directly reduced the price by 26%, leaving only a dozen percent of profit. It seems that it intends to fight to the death and use a lower profit margin in exchange for a monopoly on the entire Chinese lithography machine market. As long as it can survive for a few years, it will still have the last laugh."
"We all know that this is a bright poisonous fruit, a cannonball wrapped in sugar, and an open conspiracy to the extent of overt conspiracy, but I bet that there will still be Chinese companies willing to eat this poisonous fruit. The price of 110 million dollars is too good, only one-third of the price of Tyrannosaurus EUV, and it will soon be available. Why not place an order quickly? The quick hand will be the slow hand."
"How long has it been since the blockade was broken? Haven't we learned enough lessons from history? How can such a simple trick be tricked again and again? Isn't the previous fall painful enough?"
"Haha, it's useless to say more. In the past two years, more than 20 chip foundries have been built in various parts of China. The number is already seriously oversupplied, and they are all crying out for high-end lithography machines. Now there are cheap and easy-to-use lithography machines to buy. Why don't we import them from abroad?"
"The only lesson we have learned from history is that we have not learned any lessons! A new round of vicious cycle has begun again. First, imported lithography machines squeezed the market, then domestic chip production capacity expanded wildly, and high-end chips became cabbage. Then there was the internal competition among chip foundries and price wars. After several years, only a few survived, but they were big but not strong, with meager profits and no funds for research and development. The technological gap with foreign countries may be widened again."
"Fuck! How can we get out of this damn cycle! Why do we have to compete so hard among ourselves?"
"There is no way. We have a lot of people. There are many people working in industries with a little bit of hope."
"I..."
The discussion atmosphere began to become heavy and pessimistic, and a thick haze was shrouded again.
...
Modu Microelectronics Company.
The company's CEO Wang Hongsheng was about to cry.
ASMC announced that it would lift the ban on sales and allow the sale of EUV to China. This news was like a bolt from the blue, hitting him on the head.
It also hit the company's stock.
The company's stock instantly hit the limit that day, and countless shareholders sold it.
The reason is very simple, and everyone knows it well - Magic City Microelectronics is doomed.
In the past two years, Magic City Microelectronics, which finally conquered the 28-nanometer lithography technology, is not a match for ASMC in terms of technology, and its product prices have no advantages. It has not conquered high-end EUV and has no trump cards to show.
Once ASMC lifted the ban on sales, it was the first to bear the brunt.
Under normal market competition, Magic City Microelectronics is as fragile as a piece of paper. With a market value of more than 30 billion, it will soon become a junk stock.
Help!
You must grab a life-saving straw!
In other words, you must hold on to a thigh that you can rely on.
Wang Hongsheng went to Hangzhou that day.
…
Black Hole Technology Company.
In the conference room.
Seeing the people from the Magic City Microelectronics Company sitting opposite him, all with pleading looks on their faces, Wei Ming felt a headache.
"Mr. Wang, don't be anxious. Things haven't developed to that point yet. There's no point in panicking." Qi Xiong comforted them.
"It's a matter of life and death. You can't not panic!"
Wang Hongsheng stood up, looked at Wei Ming and said, "Mr. Wei, please buy us. The two companies will merge into one. The strong alliance in the field of lithography will definitely defend the domestic lithography market and keep Esmay out!"
"No, no, no."
A senior executive from Black Hole Technology corrected him and said, "It's a strong-weak alliance, not a strong-strong alliance. Please position yourself well and don't have the illusion of being a strong person."
"Mr. Wei!"
Wang Hongsheng was anxious and looked at Wei Ming and said, "You have to be honest in your conduct and work." Conscience, more than one-third of the employees of your company's lithography machine factory were poached from Microelectronics. After the advent of Tyrannosaurus EUV, we took the initiative to support more than 300 technical talents. President Wei, almost all of your company's lithography machine talents were trained by Microelectronics. For this reason, you should not stand idly by and give us a hand. "
"President Wei, a drop of water may not be repaid with a spring, but you can't just sit and watch us go bankrupt and give foreign manufacturers a discount, right?"
"President Wang, Black Hole Technology has no intention of standing idly by. "
Wei Ming finally spoke, and after thinking for a while, he said: "How about this, there is no need to acquire you. The two companies form a strategic alliance to share talents and technologies. Black Hole Technology is good at high-end lithography machines, and this area can be completely handed over to us. Your company has been immersed in the field of mid- and low-end lithography machines for a long time, and can also manufacture automatic inspection machines, packaging and other equipment... You can continue to work hard in these areas and find the areas you are best at."
"But lithography machines are our main business. If this area dies, our company is basically finished."
"Black Hole Technology can provide you with high-precision parts in the future. As long as it is not a high-end lithography machine, other fields will be strongly supported. Moreover, we are developing 1 nanometer high-precision machine tools. If you are interested, you can send people to join this project. We provide accommodation and wages."
Wei Ming said that the high-end lithography machine business must be in his own hands. He hates homogeneous competition.
"This... OK!"
Wang Hongsheng nodded. High-end lithography machines were not the area his company was best at. Now with the guarantee of Black Hole Technology, with the technical support provided by Black Hole Technology, even if he did not make high-end lithography machines, he could make a lot of money by taking on other chip-related equipment.
In addition!
Wei Ming also announced a murderous new plan, called the "Dog Beating Plan".
That is, after ASMC lifted the ban on the sale of lithography machines, domestic chip companies that could not resist the temptation and purchased ASMC's high-end EUV would immediately enter the "sanction list" of Black Hole Technology.
In the future, the Tyrannosaurus EUV, high-end machine tools, and other products produced by Black Hole Technology will all be prohibited from being sold to these sanctioned companies, cutting off all possible cooperation.
And with Longyao, Blueray, Huaxin International, Microelectronics and other companies, a strategic alliance was formed. If that company wanted to be a dog, it would be suppressed and targeted immediately. Talents might be poached and products would be sniped. Any future development would be difficult to move forward under the joint suppression of the strategic alliance, and survival would be extremely difficult.
There is only one way out in the end!
This is the response plan of Wei Ming and his team.
"Our country is a free market, and we can't stop foreign products from coming in. Then our companies should unite themselves, concentrate all the advantages of technology, talents, and resources, and kill those dogs before the fierce internal competition comes, and strangle them in the cradle! Let them become a dead dog before they become running dogs."
"This method is absolutely amazing!"
Wang Hongsheng applauded and applauded: "This is the competition between the two scientific and technological systems. Those who want to continue to integrate into the Western scientific and technological system will die! Those who want to integrate into our independent scientific and technological system should establish alliances and support each other. There is no third way to choose."
"Although this method is a bit extreme, perhaps only in this way can we avoid a vicious cycle, rush to the high end, and no longer be controlled by others."