The richest man starts with a blind box

Chapter 915
"Could it be that your company has also broken through the calm?" Porter asked excitedly. If this is the case, then he has nothing to fear and can continue to fight Intel.

"It's hard to say for now, and it's not good!" Suzuki Jiro shook his head slightly, still smiling on his face and said, "However, if everything goes well, we will hold a press conference next month. Mr. Potter must come to participate at that time!"

"Definitely! Definitely!" Porter said quickly, and then he felt a little more expectation in his heart. There is no need to expect Nikon to launch its own new generation of lithography machines, otherwise AMD will have to live a hard life for more than ten years.

Suzuki Jirokichi didn't invite too many people, he just talked to Porter, mainly because AMD is also one of Nikon's most important customers now, he must find a way to appease AMD, so that the other party does not get sick during this period. He went to the doctor in a hurry, and then took the initiative to go to find AMSL cooperation.

Although this possibility is unlikely, it is better to take precautions just in case.

On the other hand, after the press conference, AMSL notified the headquarters to hold an internal board meeting. The shareholders of AMSL, that is, the representatives of each director, attended the meeting, which was carried out by AMSL's proceeds. Separate discussions.

"Gentlemen, according to the research of our relevant market department, the market price of 1700i should be around US$1.5 million to US$2 million," the president of AMSL reported on the board of directors.

"So expensive?" Even the directors present were stunned when they heard the price, and were shocked by the price.

"I remember when it was the most expensive before, the price of a top-level lithography machine was only about 8 million U.S. dollars. How come it doubled all of a sudden!" The representative of TSMC frowned and asked a little excitedly .

Of course he was going to be excited. Although TSMC is also a shareholder of AMSL, and even the second largest shareholder after Intel, the major shareholder has to settle accounts clearly as agreed between the directors.

Although AMSL's products will be sold to the shareholders of the company first, the price must be completely in accordance with the market price, at most the cheapest price in the market price, without any additional discounts at all.

The reason is simple. AMSL has so many shareholders. If a certain company can get goods at an internal price much lower than the market price, it will directly damage the interests of other shareholders.After all, if these devices are sold to non-shareholder companies, the price can be about 2% to 3% higher. These are dividends that fall on each shareholder in the end. Of course, shareholders cannot bear the loss of their own profit sharing.

So even if TSMC is the second largest shareholder, if the price is determined to be between US$1.5 million and US$2 million, then TSMC must buy it from AMSL at a price of US$1.5 million.

Among this shareholder, as the world's largest semiconductor OEM, TSMC must take away the largest number of lithography machines, so in fact, Intel has the right to take the most lithography machines, but Intel is no longer I processed the chips myself, and entrusted them all to him, so these purchase quotas will eventually fall on TSMC itself, and TSMC will buy these devices back at its own expense.

As for the part of the equipment belonging to Intel, the processed products can only be sold to Intel, which is so fucking.

Originally, TSMC felt that if the selling price was around US$8 million to US$000 million, it would still be an acceptable price.But now the price has soared to 1 million to 1.5 million U.S. dollars per unit. If TSMC takes 2 of them, it will have to pay 10 billion to 15 billion U.S. dollars in cash, which is quite traumatic for TSMC. up.

"Dear Mr. Directors, the previous price was indeed no more than 8 million U.S. dollars. But that was the period when the competition was the most intense, and the companies on Fuso were also engaged in fierce price wars with us, so we can only The price was reduced to an extremely low level, and the company lost hundreds of millions of dollars every year during that time, and all the directors know it well!"

"But now, we are the only one in the world that can produce deep ultraviolet immersion lithography machines, and we are the only one that can break through the limit of 70nm. Without any competitors, our price must naturally be set higher, which is also to compensate the company. Losses incurred thousands of years ago. After all, the company still has billions of dollars in debt to repay!"

"So we have to take advantage of the few years when the market has been exclusively occupied by us, and use high prices to earn the most profit. After three to five years, when the immersion lithography machine of the company comes out, we will have no chance, so we sell it now. A high price is inevitable, and I ask for the understanding and support of all shareholders!" The president said calmly, and all the directors present also smiled and expressed their understanding.

Of course they have to understand. After all, most of the shareholders here do not have the need to buy lithography machines, so the higher the price of lithography machines, the more profit dividends they can get. How can anyone disagree? reason.

There was only the representative of TSMC, his face flushed with anger, but there was nothing he could do.You must know that in order to maintain its monopoly advantage, TSMC must take advantage of its unique position in the market over the past few years to control high-precision process chips in its hands.

So this means that most of the 1700i in the next few years will inevitably be eaten by TSMC, and TSMC must accept that the minimum price of each device is 1.5 million US dollars. The way for emotional AMSL to make up for losses is from TSMC. How can there be such a reason in the world to cut flesh from shareholders and then give dividends to other shareholders!

But this representative has nothing to do. Although he is the second shareholder, his shares do not exceed 2%. When most of the board of directors are united, TSMC's voice becomes insignificant.

TSMC has no choice but to bite the bullet and accept this high price.

"Okay, the few of us present here are all contracted by your TSMC. Sooner or later, your TSMC will earn money back from us, so don't be fooled here!" The Intel representative saw the TSMC representative. Dissatisfied, he snorted coldly.

"..." The representative of TSMC opened his mouth, but couldn't speak.

The truth is that there is nothing wrong with such a truth, as if the wool does come from the sheep.But the problem is that TSMC and Intel have signed a long-term purchase agreement. The price has a benchmark price. The price can only increase by 5% per year, and it must be approved by Intel.

The previous benchmark price allowed TSMC to maintain a gross profit of about 20%, which is not bad.Then if you really spend 1.5 million to buy a lithography machine, even if you increase the processing fee by 5%, the final gross profit may not even be able to maintain 3%. This shit still makes a dime.

About half of the other companies here have also signed such long-term purchase agreements, and the price is limited. These users together account for more than 78% of TSMC's production capacity. If the gross profit of these users is only 3%, Then TSMC directly became Yang Bailao.

"Forget it, it seems that we can only increase the price aggressively, and earn back the profit from the remaining 22%!" The representative of TSMC finally muttered in his heart.

The remaining 22% need to increase the price by at least 70% to make up for the 78% profit loss, and who are the remaining 22% customers?
Among other things, 10% of the orders from the mainland are in it. This is still a scam for my family!

"Okay, that's the price. Our internal purchase price is 1.5 million US dollars. The external price varies from 1.6 million US dollars to 2 million US dollars depending on the equipment configuration. What do you think?" Intel's representative said , other representatives said that this plan is very good, so it is considered to be settled.

"Then the most important thing is the output, Mr. President, how many units can we produce this year?" asked a director.

"Dear directors and gentlemen, according to the calculations of the production department, if everything goes well, we expect to be able to produce about 2005 to 25 30i units in 1700. In the whole year of 2006, the output should be around 100 units. !"

"Hey, why are there 10 more units than expected? I remember that at the beginning of the year, didn't it say that this year's output would only be 15-20 units at most?" Hearing this result, the representative of TSMC asked excitedly, but he couldn't tell The expression is surprised or happy.

"Yes, the reason why I thought the output was no more than 20 units was because of the supplier's ability. The output of the most critical deep ultraviolet light source was only 20 units at most. But just last month, we got another Suppliers, they can also provide 10 laser sources this year, so we can finally increase the output to about 30!" AMSL president said with a smile.

"That's really great!" Hearing this news, most of the directors were all smiles. After all, in another 3 to 5 years, Fuso's lithography machine companies will be able to launch the same type of products. It cannot be sold for a high price of 1.5 million US dollars.

So we have to take advantage of the current exclusive business to sell, the higher the output, the higher the profit.If you can sell 10 more units, you can earn an extra $15 billion, which is a good deal!

Of course, there are also people with bad faces, such as one of the directors present, who stood up and asked, "Mr. President, is your news reliable? Isn't it true that we are the only ones in the world who can mass-produce lithography products?" Is the deep ultraviolet light source needed for the machine? Where can I find a second one, don’t be fooled by others!”

This person is a little emotional. Although he is not a representative of Trumpf, Trumpf is one of the subsidiaries of his group. Trumpf has always been the world's strongest manufacturer of laser light sources, and they are the only ones in the world who can The high-precision deep ultraviolet light source is produced and provided to the lithography machine, which can be called the light of Europe.

But now, there are other companies that can produce deep ultraviolet light sources. Doesn't this make Trumpf creepy?

(End of this chapter)