Reinventing the Millennium.

Chapter 814 Emphasis (two in one)

The calls from the Electronics Department of the Ministry and the Luzhou local area were not the only voices from the administrative level.

Ice Core won the 65nm risk trial production and attracted much more attention than Fang Zhuo imagined.

From 03:30 in the afternoon until the evening, calls continued to come in from mobile phones and landlines. Some of them had met in Beijing, some had heard their names, some had never even heard their names, and some had already retreated to the second line.

Most of the conversations on the phone were relatively gentle, praise and encouragement, while a few were more reticent, just listening to Fang Zhuo's narration of the development process of the ice core.

Fang Zhuo repeatedly reported the establishment of ice cores breaking through 65nm or even earlier. Although his mouth was dry, he also heard many stories about semiconductor past decisions.

Up to now, even though SMIC and Bingxin have been talking about 90nm and 65nm, and world-class Taiji and UMC have conquered 40/45nm, other mainland manufacturers are still trapped outside the 130nm limit.

As far as the phone call Fang Zhuo received from Jiang Qi before, his company Huahong is the third largest semiconductor company in China.

However, Hua Hong's manufacturing process is currently 180nm and 150nm, and it is not easy to see the ability to break through 130nm for quite a while.

Such a manufacturing process lagging behind the mainstream level can only make Hua Hong reluctantly give up logic chips, and instead choose the field of power semiconductors that does not have such high process requirements, trying to compete in a misplaced position.

According to Fang Zhuo's estimation, Hua Hong's "quite a period of time" may take at least three or four years before it can hope to break through 130nm.

Ice Core is working in the wafer service alliance, and knows the reality of domestic equipment best. The localization of Lin’an No. 5 Factory and Shencheng No. 10 Factory is about 10%, and this number can be increased to [-]% in the next [-] years according to the current development trend. % is comforting enough.

Under such circumstances, Hua Hong can only wait for the desensitization and elimination of foreign related equipment, and can only continue to specialize in power semiconductors. It is expected that this field will explode in the future, for example, the electronics and intelligence of automobiles.

Otherwise, in a few years, the world's mainstream fabs will probably run to 28nm, let alone catch up.

Counting from the establishment of SMIC in 2000, looking forward to 2010, there are and only two companies headquartered in the mainland, SMIC and Bingxin, have 130nm production capacity.

This is an important reason why Ice Core has received great support and is unimpeded in many aspects. It has its own industry temple and moat.

Now, the ice core has changed from the only one to the only one.

If all goes well, Ice Core will become the only fab with 65nm production capacity in the Mainland in the third quarter.

Such importance and significance have been verified by many phone calls this evening before mass production.

At six o'clock in the afternoon, Fang Zhuo's voice became a little hoarse, and the calls finally faded away.

He moved his stiff arms that had been on the phone for a while, and seeing that there were no new ringtones, he planned to put away the phone and go home for the Lantern Festival.

Just after leaving, the phone rang again.

Fang Zhuo glanced, smiled, and pressed the connect button.

"President Fang, I regret it now, I regret it very much." The caller was the old leader Qiu Lanhua, and it was an emotional output.

Fang Zhuo was also polite: "Didn't we discuss this issue? Shencheng couldn't offer better conditions at that time."

"Of course I know! But seeing that the ice core is getting stronger and stronger, I still can't help but regret it. It would have been nice if I had tied you to the new area." Qiu Lanhua was talking about the site selection when the ice core was established.

Fang Zhuo respected the old leader very much, and tried his best to persuade him: "Old Qiu, think about it, you have such regrets in Shanghai, which has SMIC, what kind of regrets do other cities that also participated in the site selection have?"

Huh?
Qiu Lanhua suddenly felt much better, and sighed: "Fang always talks."

He added: "Boss Fang, I still have to say something seriously, congratulations, congratulations, I just found out about you after the meeting in the city. I was in the same car with Boss Zheng, so I gave him the phone. "

Soon, the person who spoke was replaced by Zheng Danrui.

Fang Zhuo was more casual with the old leader, but more serious with his brother.

Zheng Danrui has put on more burdens since the end of last year, paying more attention to what he says and does.

He congratulated first, then explained the significance of the semiconductor industry, and finally asked about the production line that Bingxin cooperated with Sony in Shanghai.

Regarding this production line, there were various reports when it landed in Shencheng.

Fang Zhuo didn’t think Brother Zheng would be unclear about the situation. After thinking for a few seconds, he replied: “This is a CMOS sensor production line, and the 90nm process has been finalized. Although the process does not need 65nm, in reality, 90nm is more than enough. I have repeatedly confirmed the results with Stringer, the head of Sony."

"The prospect of CMOS in mobile phones is very broad. If Yike mobile phones can make a name for themselves this time, I believe it will also drive the further application and research and development of CMOS."

"Whether it is the demand trend of smartphones, or Sony's technical strength in this field, and its competitor Canon seems to have no strategic preparations to focus on mobile devices, I personally think that this cooperation can be expected."

Zheng Danrui was satisfied with such an answer, and said with a smile: "When Yike mobile phone is launched, I must support it."

"It may be slower in China, because we need to wait for the reform of the six operators and the issuance of 3G licenses." Fang Zhuo provided estimated information, "Our mobile phones will be launched at the end of this year, and the domestic market is estimated to be slower in the first half of the year. It is very difficult to negotiate cooperation terms with operators, and Yike has already encountered such difficulties abroad.”

Zheng Danrui heard the meaning and pondered for a moment: "This time the operator reform..."

Telecom, China Unicom, China Netcom, Satcom, Railcom, and China Mobile, the changes of the six domestic operators are more complicated this time because they involve four listed companies and are led by three powerful departments.

It just so happens that Zheng Danrui was born in one of the development reforms, and he has also heard about the general changes.

He turned his thoughts, the general manager had dealt with the Development and Reform side for the matter of the ice core alone, and he might be more familiar with him now, but he still said: "Let me help you ask."

"Hearing Brother Zheng's words, I don't know why, but I immediately felt relieved, thank you Brother Zheng." Fang Zhuo smiled and made a clear request, "Brother Zheng can ask about China Unicom's situation."

If there is no accident, China Unicom will adopt the WCDMA standard, which is more mature, and T-Mobile, which Yike Mobile is talking about in the United States, is also using this standard.

Zheng Danrui: "...OK."

Alright, take over the task assigned by Mr. Fang.

The half-brothers chatted for a few more words before ending the call.

Fang Zhuo was in a good mood and waited for a few minutes, but no new calls came in. He considered calling Qiu Ciyun and thought it was better to let the other party rest.

Lantern Festival.

By the time Fang Zhuo started driving home, night had fallen in Shanghai, and the neon lights of the city were very beautiful.

He knew that there must be many people in the industry sitting at the dinner table eating glutinous rice balls tonight and talking about the 65nm of ice cores, the gap between ice cores and the world, the progress of catching up, the past history, and the current status of the industry.

Fang Zhuo sighed leisurely.

He didn't feel so much emotion at first, because he knew that the ice core was still far behind, but with so many calls, the progress of a job was exaggerated with extra meaning.

The car was about to arrive at the community, and a call appeared on the mobile phone again, but this time it was the reporter from CCTV Finance who had left his number.

Fang Zhuo calmed down, and the research and development process that he had said many times in the afternoon gathered on his lips again.

However, the reporter's question made him stunned: "President Fang, can I have a brief interview with you?"

When the answer was granted, the reporter continued to ask: "What do you think about the early termination of the cooperation between Tesco and Penguin? What expectations do you have for the new social platform Weibo?"

Well, it's not about semiconductors.

Oh yes, this is far from a popular place now, and the Internet is the hottest.

Fang Zhuo could understand the situation, but his emotions were pulled back all of a sudden, and he commented: "Esco is innocent."

As an e-commerce platform, e-buy has been doing normal commercial promotion. This time, Chiyu was affected, and Penguin Portal directly ended its advertising.

The reporter asked: "Will e-buy sue Penguin for breach of contract?"

Fang Zhuo was slightly taken aback, you, you... not so good, are you?Are you embarrassed?

He said euphemistically: "This will be evaluated by E-buy. E-buy is a leading B2C e-commerce company in China. It has always been committed to providing customers with high-quality services. Some disturbances will not affect its development."

"As for Weibo, I hope it can bring a new social option to the Internet."

"The Internet should be rich and colorful. Blogs, Zhihu, BBS, Youyou.com, Dating.com, Weibo, and major portals. I am very happy to see more and more choices available to netizens."

The reporter asked again: "Mr. Fang, what do you think of the phenomenon that users of Friends.com called on you to regain lost ground after the Weibo went online?"

Some users of Friends.com called for regaining lost ground?

The problem is that Penguin has already given the money, and it is still unwilling to sell it after paying 6 million.

Fang Zhuo didn't want to hurt the hearts of users, so he said slowly: "Is there a possibility that they can try to come to Weibo?"

If you can't buy it back, come here!
Save people and lose land, all people and land will survive!
The reporter was surprised by Mr. Fang's answer for a few seconds, it is really possible.

He quickly extracted the elements in his mind, Mr. Fang said, he is waiting for you on Weibo.

"Mr. Fang, are you confident that Weibo will defeat Dating.com?" The reporter asked the last question.

"I can only say that Weibo has confidence in Weibo itself. Dating.com is the largest social platform for acquaintances in China. If it loses in the future, it will only lose to itself." Fang Zhuo said this sincerely.

Regardless of competition, he has always been curious about whether Penguin can handle the social stage of the whole people well.

The reporter is still extracting elements in his heart, Fang always has confidence.

A simple interview is over.

Fang Zhuo blessed Pony in his heart, after all, he was quite angry that day.

It’s not necessary to look up and down on the Internet in China. Pony is not a young man like Wang Xing, so he doesn’t need to be so angry.

At seven o'clock in the evening, Fang Zhuo and his family had a meal of glutinous rice balls together. Occasionally, there were still phone calls from the industry, all of which were congratulations and blessings.

At 08:30, a call from Anderson, vice president of Qualcomm, surprised him a bit.

"Mr. Fang, I heard that Ice Core has made a substantial breakthrough in the 65nm manufacturing process?" Anderson and Mr. Fang are very familiar with each other, and confirmed the news straightforwardly.

"As for yesterday's incident, your Qualcomm news is too well-informed, right?" Fang Zhuo asked with a smile.

Anderson first congratulated, and then said: "Qualcomm has always been concerned about potential partners. Ice Core's 65nm trial production is very good news. In fact, we were still talking to Taiwan Reporter last week about 65nm in the third and fourth quarters. capacity orders."

"Now, I think it's time to officially include ice cores in the conversation."

He knew that Bingxin had just completed risk trial production, and the yield rate would not be high, but it was like it was not easy for a student to go from 95 to 99, but it was much easier to go from 20 to 70.

Regardless of the yield rate of the final mass production of Ice Core, as long as the price of Taiwan Kee is suppressed there, it will only have to come up with a price that can compete. As for whether it will lose money, that is not what Qualcomm cares about. up.

Fang Zhuo had a thought, thinking about the order, and asked, "What is the price of the wafers that Tai Ji gave you?"

"Taiwan remembers the transparent price in the industry." Anderson laughed.

Tai Kee's external quotation is US$5000 for a wafer.

Fang Zhuo knew this, but insisted on asking, "Where is it for you?"

"Haha, Mr. Fang, I'm not in charge of this. I really don't know the specifics." How could Anderson say this? If the two parties have an agreement in the future, they will have to negotiate the price, which cannot be announced blindly.

Fang Zhuo felt a little regretful, and said, "Where is the V dealer? How did the talk go?"

"There is still not much progress." Anderson is also very distressed. The affiliated companies of Yike have made breakthroughs in manufacturing processes, and the V business is still like a lump.

"Hang up, I'm afraid Deyi will misunderstand." Fang Zhuo sighed.

Anderson smiled wryly: "Even if V vendors can't cooperate, we can also cooperate on chips. Even if we can't cooperate on chips, we can also cooperate on 65nm production capacity."

65nm is a first-line mature technology in the world, and neither Taiji nor UMC has launched 40/45nm production capacity.

Of course, it may not be certain when the ice core can be mass-produced, but Qualcomm's 3G chip must adopt 65nm, and it is impossible to directly use 40/45nm without gaps.

"Wait until I get to Silicon Valley, there is not much time left for Qualcomm." Fang Zhuo said.

It is now March, and the Yike mobile phone will be released in June, so the time is very tight.

Anderson couldn't help but sighed again, but he still asked about the itinerary and arranged for the first meeting.

Fang Zhuo could feel that now that Bingxin is about to have 65nm mass production capacity, Qualcomm's attitude has changed more.

……

The mainland semiconductor industry is delighted by the ice core breakthrough, while Qualcomm is considering production capacity arrangements and related changes.

The desk reporter of Baodao also heard the news very quickly and was extremely shocked.

On the Lantern Festival, at 10:30 in the evening, Tai Ji held an impromptu meeting.

The first topic, how does the ice core do it?
Cai Lixing, the new head of Taiji, was very puzzled: "How did Bingxin develop so fast?"

Luo Weiren, the vice president of technology, said: "They skipped 90nm directly. It's a big gamble. I heard that some of our employees went there, including Hu Zhengming, who also joined the ice core to lead the technical team."

Cai Lixing knew this, and shook his head slightly: "Hu Zhengming is very powerful, but he didn't know very well about 65nm research and development when he left us. This speed...is surprisingly fast."

"Could it be that SMIC and Bingxin have carried out part of the joint research and development, after all, Bingxin has Hu Zhengming's team in the follow-up, and it took a step first." Luo Weiren made a reasonable guess.

Just like Chartered Semiconductor's four R&D alliances, these two companies in the mainland may have merged.

Cai Lixing nodded slowly, SMIC should not be far from 65nm, so it is also possible.

At this time, Fang Shuhua, the secretary of the board, suddenly said: "We left a very capable Liang Mengsong. Could it be that he helped us?"

Cai Lixing just read the internal report two days ago and said: "Liang Mengsong is currently working in an American university and has established a design company. He has only been to the mainland once. However, there are reports that Intel is contacting him."

Fang Shuhua thought for a while, but did not raise any objections. Liang Mengsong should have looked down on the previous ice core.

No matter how the ice core breaks through, the reality is that it can only be accepted.

The second issue, what countermeasures should Tai Ji give?
In terms of market competition, there is an additional 65nm production capacity that competes positively.

From the perspective of competition between the two places, Taiji does not want the rise of semiconductors there.

Several core executives discussed and still believed that the possibility of a secret alliance between SMIC and Bingxin was relatively high, and there was no way to take any action against Bingxin for the time being, so they would still increase their efforts against SMIC, which is in litigation.

Joint research and development, no matter which party is weakened, will always hurt vitality and slow down progress.

(End of this chapter)