Rebirth: It’s Like Flowing Water - v5 Chapter 286
EUV
LLC is now in a difficult position to ride a tiger.
You think, originally, the technology circle was not an eye-catching project. It was a lithography machine manufacturing, and no one paid attention to it in this era.
This is like a fight between two grocery shoppers in a vegetable market. Except for the neighbors, who cares about this crap? As a result, it was revealed that one of the food-buying family members was a big star, then the excitement was huge, and it was completely out of the circle.
That’s it now, just because Qi Lei made a big joke, everyone is eating melons and paying attention.
Klauger even thought that Qi Lei did it on purpose!
He deliberately acted stupidly to manipulate the news, and then led the national war to EUV
LLC.
In desperation, EUV
LLC can only make a coping strategy that is not bad, but definitely not good, and that is – ignore.
I treat you as non-existent, I disdain to argue, I disdain to reply, let you guess, this is the head office, right?
In fact, not yet!
Wouldn’t it be suspicious if you didn’t respond?
Anyone, any party, including your enemies, are, are, tools, tools!
Originally, even if Qi Lei seriously wrote a popular science post, it was unlikely that Canon and Nikon would recognize EUV.
LLC directions.
But now, it’s EUV instead
LLC itself is helping Reviver come to this conclusion, helping Canon and Nikon make that judgment.
Even if it does not respond, in the eyes of Canon and Nikon, it is worth thinking about.
Why don’t you respond?
Why make an indifferent attitude?
You were not like this before!
Paulson just broke a news, a news that you are developing a new technology, you will go on TV to ridicule Sanshi, ridicule Qi Lei, and react violently.
How can you be honest this time? This is abnormal.
If they really have extreme purple light, far beyond the technology of water injection, will they still be so generous and merciful?
In fact, this is the same as the public relations plan that Kraug denied, that is, in favor of Qi Lei. It is more likely to cause misunderstandings by public opinion.
then…
EUV
The silence of LLC is equally unwise in the eyes of Canon and Nikon!
For a large company, it can be concluded that EUV
LLC’s technology is unlikely to be extreme violet light.
Then, either they are water injection, or they are other technical directions other than water injection, or even lower-end technological advancements than water injection.
This also involves issues of commercial application and technological progress. Canon and Nikon have not been idle these days. After research and demonstration, they have come to a conclusion that unless it is ultra-violet technology, any technology may not be easy to achieve without water injection, and it is more expensive. Advantage! In other words, Qi Lei not only got it right, but also got an optimal solution!
In this case, for the two Japanese companies, the stakes for gambling have increased again.
Do you want to invest in research and development?
While Canon and Nikon were hesitating, Mr. Paulson, a Wall Street tycoon, found both at the same time.
While bringing sincerity, it also brings a big stick.
“Desheng provides you with R&D funds! Then…”
“In return, one of you sold me more than half of the lithography machine business.”
…
————
“Will that Paulson make it?”
Li Hanhan was very curious about the result, and Paulson went to the door in such a dazed way, feeling a little abrupt.
I saw Qi Lei slide the swivel chair and back away from the computer, “Eighty percent!”
Li Hanhan was puzzled, “Cut, isn’t that a sure thing? Are you so confident?”
Qi Lei smiled, “It’s not confidence, it’s the situation.”
Li Hanhan shook his head blankly, “I don’t understand.”
Qi Lei, “We have to start from the beginning.”
Li Hanhan nodded vigorously, “Mmmm, I’m listening!”
Qi Lei, “In simple terms, in the semiconducting industry, from design, support to manufacturing, it can be divided into four camps, Japan, South Korea, the United States, and Europe.”
“These four camps have both cooperation and confrontation, but the main thing is the game of capital.”
“They were strangled together like a mess, and they couldn’t figure out the relationship between them. In fact, it was difficult to understand the logic of Paulson’s direct approach.”
Li Hanhan propped his chin and leaned forward, “Then what?”
Qi Lei smiled and began to tell the story.
Really, only by telling the story clearly, can Sister Hanhan understand why the current situation occurs.
“Before the 1980s, the semiconductor industry was dominated by Americans. In terms of lithography machines alone, three American companies dominated the world. This is the earliest lithography machine family in the United States.”
“But in the early 1980s, Japan’s semiconductor industry took off. It only took three to four years to fully surpass the United States and become the leader of the semiconductor industry. Canon and Nikon led the formation of Japan’s lithography machine camp. .”
“Also in the early 1980s, the United States and Europe also realized the threat from Japan and adopted different strategies to deal with the industrial crisis accordingly.”
“Not to mention the strategy of the United States, the fist is big enough. In addition, the threat from Japan is all-round, not just semiconductors. I will not talk about this process, it is very American, but also very Japanese. It’s a bit like the Japanese first in World War II. There was a sneak attack on Pearl Harbor, a full-scale war with the U.S., and then it was cleaned up in three or two.”
“In short, the final result is that the Japanese semiconductor industry was killed by the United States after a short period of glory. However, Japan’s semiconductor industry has only fallen into stagnation, and major chip manufacturing and design projects have been hit. However, due to the lithography machine Technology was not part of the core industry at that time, and it survived, and Canon and Nikon have maintained their position to this day.”
“As for Europe, it chose a more pragmatic way to deal with changes, and that is the Eureka plan.”
In fact, in the early 1980s, when the U.S. and Japan were hot in the semiconductor field, although Europe was very low-key and not in the mainstream, it was not idle at all.
At that time, the European Community had already realized the importance of the semiconductor industry. In order to keep up with the times and not be left behind by Mi Ri, the European Community Organization formulated a plan – the Eureka Plan.
The ultimate purpose of this plan is to help the European Community establish its own semiconductor industry chain and occupy a place in the high-tech field.
This is also the source of the European semiconductor industry. It can be said that almost all European semiconductor companies in later generations came from this plan.
Including, ARM, Siemens, Philips, Nokia and so on.
It is the foundation for Europe to occupy a place in this multi-party strangulation in the coming decades.
When Qi Lei said this, Li Hanhan was very fascinated, although if it was at school, she would definitely fall asleep listening to the teacher talk about this. But when Qi Lei said it, it was quite interesting.
“Then what? What does this have to do with the current lithography machine industry?”
Qi Lei, “Yes, and it has a lot to do with it!”
“Because in the EC’s huge Eureka program, there is a sub-program on the integrated circuit industry.”
“JESSI, Jessie!”
“And in Jesse’s plan, there is a separate memory project – the MEGA project.”
“This project is very well described, that is, some technology companies in European countries join forces to catch up with Japan’s memory technology within ten years.”
“In that era, memory technology accounted for a large proportion of the semiconductor industry, and there was a lot of oil and water.”
“And memory technology is divided into two major technical directions: sram and dram. These two technologies have their own advantages. At that time, the business prospects were 55%.”
“Under the negotiation of the European Community, two companies took over the task of tackling memory technology. Siemens in Germany was responsible for DRAM, and Philips in the Netherlands was responsible for SRAM.”
“The two companies plan to invest 1.5 billion marks in research and development expenses each within five years, plus 500 million in support funds from the European Community. That is, one company will spend 2 billion to launch a tough battle for memory technology.”
Hearing this, Li Hanhan couldn’t help frowning, “Why are we talking about memory again, aren’t we talking about lithography machines?”
Disdainfully curled his lips and kept urging: “What does it matter? You, you, you, you are the key point!”
Qi Lei stared, “It’s a big deal, do you listen?”
“Hey hey, listen.”
Qi Lei, “These two companies have a DRAM and a sram. They seem to be good, but their fates are completely different.”
“Siemens’ DRAM took a clever trick. It didn’t do research and development by itself, but bought technology directly from the Japanese with money. It was put into production soon and started to make a profit.”
“Philips is miserable, not only does not have the brains of the Germans, but it hits a ghost.”
“It just happened that Intel, which is making chips in the United States, is going crazy inward and competing with other chip companies in the market.”
Li Hanhan glared, “Here’s the chip again? What does it have to do with the memory?”
Qi Lei, “It didn’t matter at first, but Intel has made great efforts to integrate SRAM memory into chips, which has led to a rapid shrinking of the SRAM market and a huge drop in demand. Philips spent 2 billion to spend sram memory, and there is no place to sell it. already.”
“Its production in one year can consume the world’s sram market for three years, and the investment of 2 billion will be lost!”
Listening to this, Sister Hanhan grinned, “Fairy gods fight, mortals suffer!”
Qi Lei, “Then, Philips lost 2 billion and got into trouble. It could only find a way to save itself.”
“As a result, God helped a lot, and the pie fell from the sky.”
Sister Hanhan’s eyes lit up, “Hurry up, speak up!”
“Philips had come up with an automated stepper lithography machine before the MEGA project.”
“At that time, the lithography machine market was not large, and the technology of this source machine was immature, with many defects, and it had no commercial value, so it was thrown aside by Philips.”
“But when it came time to run out of water, Philips wanted to cash in on this machine.”
“No one wanted it, but they ran into a small company called ASM, also from the Netherlands. The company was founded in the early 1980s, it was very small, and they wanted that machine from Philips. Philips took a look, okay, let’s work together!”
“So, Philips and ASM agreed to invest 2.1 million yuan each to jointly establish ASML, which is now ASML.”
Li Hanhan nodded, so that’s how Asmai came out?
Qi Lei hasn’t finished speaking yet, “Actually, Asmer was tricked by Philips.”
“It was said that they each paid 2.1 million, but Philips took 300,000, and the remaining 1.8 million was paid by the immature lithography machine.”
Li Hanhan, “…”
Qi Lei, “And this kind of thing, Philips not only cheated the ASML family, to be precise, TSMC also cheated out of Philips.”
Li Hanhan, “…”
Qi Lei, “In the early 1990s, Philips repeated its old tricks. He heard that Zhang Zhongmou from Baodao wanted to engage in chip processing, so he took the ASML lithography machine as a stake and played the white wolf with empty gloves again.”
“Originally, this deal was not optimistic, and it was difficult for TSMC to stand out in the mature chip manufacturing competition.”
“As a result, the pie fell from the sky again.”
“TSMC lost a fire once and didn’t burn anything, but burned 17 lithography machines ordered from ASML.”
“And Philips, the old buckle, has insured Asmar’s lithography machine this time.”
“So, in this fire, TSMC didn’t lose, Philips and ASML didn’t lose either. The insurance company paid for it all, but it burned the world’s chip manufacturing pattern.”
“That year, it happened to be the Great Depression of the global semiconductor industry. All lithography machine companies had no orders. Only ASML had to remanufacture 17 lithography machines because of the fire. Only he had orders.”
“It’s like a fire that fulfilled TSMC and fulfilled ASML.”
“This small company in the Netherlands has become the third largest lithography machine company after Nikon and Canon in one fell swoop.”
It was amazing to stun Li Hanhan for a while.
According to Qi Lei, both TSMC and ASML belong to the European camp.
In fact, the semiconductor industry is really amazing, and the good luck of TSMC and ASML is just the beginning.
In 1997, the position of the lithography field in the semiconductor industry became more and more important. Canon and Nikon, which were not taken seriously before, have now become the thorns in the eyes of the Americans.
So, specifically to compete with Nikon and Canon’s EUV
LLC is formed.
As I said before, this alliance has concentrated almost all the elites of the semiconductor camp in the United States, and the main direction of attack is the ultra-violet lithography machine.
And the problem comes again, EUV
LLC urgently needs a lithography machine company with a clean background and non-Japanese origin to join and become their experimental site.
So, the Americans are eyeing Asmar again.
Like Philips laying eggs, the small company that was born to set up the white wolf has successfully ascended to the top, relying on the thighs of the Americans.
As for why the Americans did not choose the three old lithography machine companies in the United States?
Although it has fallen, it is my own home after all!
But in fact, that’s not the case.
As a result, these three companies have no technical advantages, and they have been suppressed by the Japanese for more than ten years, and they are half dead.
Second, local enterprises do not mean that they are their own people.
The more established the company, the more solidified the internal capital, the more intertwined.
So, where did you come from? In the United States, nationality is not considered at all, but the capital position.
It’s like Wall Street going to war with Silicon Valley.
To put it bluntly, three classic cars are not necessarily more suitable than the controllable Asmar from the Netherlands.
“So, just like that, ASML became EUV
The members of LLC, together with the cooperative relationship with Chen Simai, and other reasons, TSMC also successfully took the position. “
“Two companies from the European camp joined the American camp against the Japanese.”
“With the addition of a Korean camp, this is the four camps in the current semiconductor industry.”
“And the relationship inside is even more interesting.”
Sister Hanhan listened eagerly, “How do you say it? Give me some reason!”
Qi Lei counted her with his fingers, “Europe and the United States are cooperating on the surface, fighting against the Japanese camp together, but in fact they also have a competitive relationship.”
“It’s like, ARM and Intel and so on, Nokia and Motorola.”
“As for the Korean camp, it belongs to a special existence. When their semiconductor industry took off, they took the initiative to kneel without any help from the Americans. They adopted technical independence, but capital compliance. Most of the profits of Korean chaebols such as Samsung and LG are turned over to the United States.”
“In the field of lithography machines alone, the US camp is also divided.”
“Silicon Valley capital such as Intel has separated from the original three major lithography machine giants and cooperated with Europe. And Silicon Valley capital has confronted Wall Street.”
“As for the three major laboratories and the military, they are not controlled by conventional capital, they belong to the national position, and they are less inclined to capital struggle.”
“On the surface, everyone fights Japan together, but in reality, undercurrents are surging. Their positions are different.”
Speaking of this, Li Hanhan couldn’t understand a little, “I don’t see any undercurrent.”
With her ability, just listening to the excitement, I really can’t see how it is different.
Qi Lei simply told him directly, “Do you know why Paulson took Nikon?”
Sister Hanhan blurted out, “To make money!”
Qi Lei, “That’s just one aspect, and it’s a very unimportant aspect!”
“Because even if Nikon is won, according to the current market, a lithography machine company can make hundreds of millions of profits a year, which is not enough for a fraction of Desheng’s. He really doesn’t care so much.”
“why?”
Qi Lei, “Because it has very important strategic significance!”
“Imagine what would happen if Nikon’s lithography business was taken over by Desheng?”
Sister Hanhan, think carefully, but she really has no talent, “I don’t know!”
Qi Lei, “Stupid!”
“Then Nikon is not from the Japanese camp, but the US camp! Last time, it will be similar to South Korea’s Samsung and LG. It belongs to the state of being independent of technicians, but at the mercy of capital.”
“What if Nikon continues to lead the lithography market by borrowing an immersion lithography machine?”
“Then, think about it again, which one is more powerful, an Asmar from the Netherlands and a Nikon from the United States, which is backed by Wall Street and has the ability to take all politics and business? It is more in line with the interests of the United States?”
Sister Hanhan didn’t even think about it, “Of course it’s Nikon! You need to ask!?”
Qi Lei, “That’s it!”
“Think again, UU Reading www.uukanshu.com supports the country’s position with the three major laboratories and the military. Should we continue to cooperate with Asmar, or turn around and hug Paulson’s thigh?”
Sister Hanhan thought again, “It should be Paulson, right? Even if they don’t want to cooperate, Paulson will try to make them change their minds, right?”
Coco Li came to the point, Paulson really has Nikon, then even if the three major laboratories and the military don’t want to hug his thighs, he will try his best to get them to cooperate with him.
At this time, Qi Lei pushed his hand, “The so-called EUV
LLC alliance, still exist? “
Li Hanhan, “…”
This time Qi Lei didn’t need her to guess, he gave the answer directly, “It doesn’t exist anymore!”
“No more EUV
LLC, there will be a new lithography machine alliance led by Paulson to replace Silicon Valley. “
“The original members of the technology companies in Silicon Valley will be abandoned and replaced with new forces such as Nikon, ARM, IBM, Guge, and Sanshi, who will cooperate with the three major laboratories and the military.”
“At that time, the original may be replaced by Silicon Valley, EUV in the future.
The lithography machine stuck in the neck of LLC members will not be a threat, but a counter-weapon! “
“Paulson has another bargaining chip in the upcoming smartphone war.”
This is the so-called strategic significance.
What a smart man Paulson is, he knows it all!
This time, it was Qi Lei playing the game and Paulson reaping.
Li Hanhan, “…”
How can normal human beings understand this?
Are you too great?
…
.
【Monthly pass coin slot】
【Recommended ticket coin slot】
It’s not coming to the state, it’s gone during the day today.
Give me some more time.
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