When I am reborn, I just want to be a top student

No one could have imagined that the lithography factory would cause such a big reaction.

However, once this thing really happened, no one could control it.

ASML of the Windmill Country also rarely stepped forward to evaluate the lithography factory plan.

As the leading company in the field of lithography equipment.

It is a giant that occupies the mainstream market.

ASML is undoubtedly an authority in this field.

Therefore, what ASML says is naturally authoritative and convincing.

“Dear colleagues and partners in the industry: Recently, we have noticed some market rumors that some companies are trying to ‘bypass’ the technological barriers of the global semiconductor industry through the so-called ‘lithography factory’ solution, that is, using large-scale synchrotron radiation light source facilities to replace traditional EUV lithography machines. As a global leader in lithography technology, ASML needs to raise professional questions about such assumptions based on technical laws and industry realities.”

"1. Technical feasibility: the boundaries of physical laws cannot be crossed..."

"The essential difference between the light sources, the physical properties of the synchrotron radiation source and the 13.5nm high-power, high-stability laser plasma light source required for EUV lithography are fundamentally contradictory..."

"System integration disaster. The lithography machine is the art of system integration of 10-level precision parts, and the "lithography factory" attempts to disperse modules such as light source, optical system, mask stage, wafer stage, etc. in a -meter-level facility. Basic engineering problems such as vibration, temperature, and dust control are enough to destroy any nanometer-level precision requirements..."

“Second, business logic: a fantasy that deviates from the laws of the industry.”

"The construction and maintenance costs of synchrotron radiation sources are as high as tens of billions, and the energy consumption of single exposure is comparable to the electricity consumption of a small city. In contrast, ASML's EUV lithography machine, although priced at 1.5 million euros, has a processing efficiency of 300 wafers per hour, which has diluted the cost of each chip to a negligible level. If the "lithography factory" mass-produces 7nm chips, its unit cost will be more than a thousand times that of existing technology."

"The industrial chain is fragmented, and semiconductor manufacturing is a model of global division of labor. ASML's EUV lithography machines rely on the collaborative innovation of more than 5000 suppliers, including Zeiss lenses from the Beer Country, Cymer lasers from the Bald Eagle Alliance, and photoresists from the Sakura Country. The so-called "lithography factory" attempts to reconstruct the entire chain with the power of the whole country, but even if technical barriers are put aside, its supply chain efficiency will lag behind the international level by at least 15 years - just as the current 28nm DUV lithography machines in the Eastern countries cannot achieve the reliability and throughput of ASML's 2007 TWINSCAN XT:1900Gi."

“3. Strategic misjudgment: destructive impact on the semiconductor industry ecosystem.”

"It disrupts the market order. Orders from a certain country account for 25% of ASML's global revenue, and demand is concentrated on mature processes. If resources are forcibly poured into a technology path that violates the laws of physics, it will not only cause local wafer fabs to lose competitiveness, but may also trigger a global mature process overcapacity crisis."

“Intellectual property risk: ASML has monitored several cases where engineers from a certain country imitated DUV lithography machines through reverse engineering and patent circumvention. If the “lithography factory” relies on similar strategies, its intellectual property disputes will severely damage the international reputation of the country’s semiconductor industry.”

"Finally, let us reiterate our consistent position that cooperation is better than confrontation."

"We understand the desire of countries for technological independence, but the semiconductor industry needs rationality and awe. ASML's High-NA EUV lithography machine has achieved 8nm line width and increased exposure efficiency per watt by 20%, which is the industry's recognized next-generation direction. We call on global customers to return to the essence of business: instead of pinning their hopes on investing tens of billions in science fiction projects such as "lithography factories", it is better to work with ASML to optimize the mature process ecosystem. This is the right approach."

"The laws of physics know no borders, but those who gamble on technology that violates them will eventually pay the price."

When such a public statement from ASML's Chief Technology Officer Dino appeared on the Internet.

The shock caused is unparalleled.

Ever since this incident became popular, experts in this field have been speaking out.

However, all these experts combined are not as important as Dino alone.

Just because he is the Chief Technology Officer of ASML, he can suppress all dissatisfaction.

Originally, this matter became even more heated in China because of Lao Fu’s comments.

Now, because of Dino’s statement, the issue has once again reached a new level of international attention.

"I told you, the 'lithography factory' is a scam. Now even ASML's chief technology officer has come out to disprove it. What else do those Galaxy Technology trolls have to say?"

"This is simply obvious. They set a goal that is impossible to achieve and used moral kidnapping to seek personal gain. Don't say that Galaxy Technology is rich. That rich person will despise me for having too much money."

"I saw from the beginning that Wang Donglai was not a good person. If you look closely, you will find that his rise is not scientific or reasonable. He was not a good student for more than ten years, but he studied hard just before the college entrance examination and became the top scorer in the liberal arts exam. This is nonsense, not to mention that he was able to publish so many high-quality papers and prove the world's most difficult mathematical problems as soon as he entered university."

"That's right, rather than saying he is a genius, it's better to say he is a person who traveled from the future, or the protagonist of some system. Otherwise, how could someone be so powerful?"

"I think anyone with a brain or a little bit of common sense can see that the fact that so many people are not optimistic about this so-called 'photolithography factory' is very telling. Why are there still so many people who swear to believe in Wang Donglai? Have you, the fans of Galaxy Technology, been bewitched?"

"Damn, I've seen fans of celebrities and singers, but this is the first time I've seen fans of a company. It's outrageous!"

"I heard that Galaxy Technology invested a lot of money in this fraudulent project, the 'photolithography factory'. At least more than a billion yuan. I don't know how much money was stolen."

"I thought Wang Donglai was different from the others and was really into scientific research, but after all this time, he turned out to be a big-talking liar."

"I always want to overtake others on a curve, but there are not so many curves. There is no shortcut to catch up with technology."

"Speaking of which, why hasn't Galaxy Technology spoken out or made any response yet?"

"Is there any need to ask this? It's because you're afraid of speaking out and getting scolded."

"Such a huge academic scandal has brought shame to the country. I'm afraid some people are sweating profusely right now!"

"It's really embarrassing. I've lost all my face. I'm overseas now and I don't dare go out for fear of being beaten. I always say I'm from Korea and I don't dare to mention where I'm from at all."

"Similarly, there has never been a moment when I felt inferior because of my background!"

Online, because of the statement issued by Dino on behalf of ASML.

It brought the original popularity to a new level and attracted a lot of comments.

The torrent of negative reviews flooded almost all media platforms.

The action and organization that was demonstrated in such a short period of time was incredibly amazing.

However, at this moment, everyone's attention and energy were drawn to this matter, and not many people noticed this.

however.

A wave of unrest, a wave of up again.

The Global Semiconductor Industry Alliance also jumped out at this time and issued a statement: Decision on upgrading the export control and cooperation framework of high-end chips.

Members of this global semiconductor industry alliance include international giants such as Qualcomm, Intel, NVIDIA, Samsung Electronics, and TJD.

Each company is the leader in its respective industry, occupying most of the market and having strong strength.

The global semiconductor industry alliance composed of so many giant companies can indeed represent the global semiconductor industry.

Therefore, the weight of this freshly released resolution is naturally different.

The content of the resolution is not very long and is mainly divided into four parts.

1. Sales restrictions and compliance review.

2. Data sharing and intellectual property protection.

3. Price adjustment and supply priority grading. 4. Consequences of breach of contract and industry initiatives.

From the format point of view, it looks like a very simple resolution.

But after taking a closer look at the content, you can find that this resolution is basically a rope that is tightly tied around the necks of other countries.

It was more like a sharp knife pressed against the neck, exuding a chilling chill.

As long as it is included in the restricted area, the purchaser must first sign a letter of commitment, prohibiting it from being used in "high-risk scenarios" such as supercomputing centers and large-scale AI training, and it must also be included in the quarterly third-party audit.

After customers purchase the equipment, they are also required to upload chip operation logs, computing power allocation and fault data in real time. The Semiconductor Alliance will also reserve the right to trace and interpret abnormal data.

If a customer develops an algorithm or architecture based on high-end chips that improves performance by ≥10%, it will need to license the patent to alliance members free of charge and share 15% of the commercialization revenue.

Not only that, the average price of high-end chips has been directly increased by about 20% to 35%, and is also graded for different countries and regions.

If you are one of us, you can enjoy priority supply rights and price discounts.

The neutral one requires full payment upfront and a delivery period of more than 6 months.

As for restricted customers, they can only apply for quotas through the "technical cooperation for chips" model, such as foundry capacity replacement, patent pool opening, etc.

If the customer breaches the contract, the alliance will have the right to immediately terminate the supply, remotely lock the chip function, and claim research and development costs and market losses, with a maximum limit of three times the contract amount.

These things, one after another, are like nails that firmly trap the development of the semiconductor industry in other countries.

If these conditions are agreed to, it will mean the complete collapse of the country's semiconductor industry.

To say that this is an unfair clause is to beautify the contract.

An apt description would be a commercial colonial treaty of the new era!
It can be said that after this resolution came out, it completely shocked the relevant practitioners in the country.

This not only includes smartphone manufacturers, but also semiconductor companies such as SMIC and SMIC.

Regardless of role, everyone suffered losses under this resolution.

X meters.

"This is really too much, this is really too much!"

Reeves slapped the desk hard.

The pure solid wood office desk is made of solid material. When Lei Jun slapped it, his hand hurt instead.

The reason for such a big reaction is very simple.

This is because of this resolution issued by the Global Semiconductor Industry Alliance.

Xiaomi, as a domestic smartphone manufacturer, is extremely dependent on imported high-end chips.

Over the years, people have either purchased Qualcomm chips or Samsung chips to build their own smartphones.

Therefore, this wave of high-end chip price increases and various measures have a huge impact on Xiaomi.

If it was just a simple price increase, whether it was 25% or 30%, Lei Jun would probably grit his teeth and accept it.

After all, we are not as skilled as others and cannot produce it ourselves, so we have to buy it no matter how high the price is and be ripped off.

At worst, we can increase product prices, transfer the costs to consumers, and make the money back from them.

However, the other requirements in the resolution really made Lei Jun angry.

If these demands were agreed to, Xmi would really be begging for food on his knees.

As a user, it’s fine if you don’t have a say in business.

As a result, there is not even the most basic respect.

At this time, there were other executives in Lei Jun's office.

It is no exaggeration to say that the emergence of this resolution directly affects the survival of the entire smartphone market.

"Boss Lei, being angry now is useless. Since the Global Semiconductor Industry Alliance has issued this resolution, it proves that this is a done deal. We should find a way to resolve this matter now."

"I think we can have a good talk with Qualcomm?"

Listening to the executive's words, Lei Jun also calmed down.

"Talk? How?"

"They have made it very clear that either the patent pool is opened or the foundry capacity is replaced, and those conditions must be agreed to."

"Even if that's the case, they can't sell us the most advanced chips. They'll still give us the second-rate chips."

"Do you think such conditions are acceptable?"

"If we agree to this, wouldn't that mean we're begging for food on our knees?"

"Xmi has borne my dream. It has not been easy to grow to its current size over the years. I am deeply attached to Xmi. It is like my child. I have watched it grow up little by little."

"Now, if we agree to these conditions, it would be no different from us selling our own children."

"Even if they didn't sell their children, they would beat them until they were crippled, blind, deaf, dumb, or disabled."

“This is not my original intention!”

"In the past, I would discuss the company's development with everyone because I respect everyone's interests."

"But today, on this matter, I only have one thing to say: I absolutely do not agree!"

"I will not recognize this resolution!"

"If anyone wants to persuade me to agree, then there is no need to say anything more. Just hand in your resignation letter after you leave."

"The road ahead is long, everyone has their own path, I won't force you!"

After Lei Bushi finished speaking, he scanned everyone's faces one by one, full of oppression. (End of this chapter)