mchenry-crisis.org Chapter 371 TSMC didn't survive by giving away its wealth.
Chapter 371 TSMC didn't survive by giving away its wealth.
That afternoon, the CCTV team, who had not yet left, conducted another interview.
Within just a few days, they made the news twice for 30 minutes each time; that's real talent.
At the time, the reporter looked at Yuan Guoqing, the head of the wafer fab, and said, "Director Yuan, does our opening up of the 22nm process mean that the domestic 22nm process is very mature?"
The reporter finished speaking with an expectant look on his face, after all, this was a signal.
This signals a genuine move away from international supply chains.
"Currently, yes, our 22nm color line can use a domestically produced 193nm dry lithography machine, which is considered outdated internationally and cannot compare with the advanced immersion lithography. However, with the support of our technology, it has achieved the possibility of going from outdated to advanced."
Moreover, the possibility of large-scale mass production has been realized, which means that more Chinese chip design companies will be able to afford and use them.
In the future, every mobile phone company will have its own chips, and design departments will no longer be a fantasy.
The reporter clapped in front of the camera... and then, after receiving permission, began preparing to call it a day.
"Your company's goal is indeed... What are the considerations behind our pricing strategy?"
Yuan Guoqing smiled and said, "Actually, there's not much to consider. We're not a charity, but we're not robbers either."
However, our peers have always called us robbers, but we really only collected some reasonable profits. Our goal is to build up China's semiconductor ecosystem.
This cake will grow bigger and bigger in the future, and we will eat more and more of it.
This statement is quite artistic: Transsion should be a leader, not a monopolist.
This report, again cutting in line that evening, made it onto CCTV News...
Transsion is trending on social media again.
#TranssionIsNotBlackhearted#
Meanwhile, in the Hsinchu Science Park on Taiwan Island, a meeting had been going on for more than three hours in TSMC's conference room.
The vice president in charge of developing the Chinese market was so angry he looked like a pufferfish.
Even when he was angry, he was still busy working.
"At this current pricing, they are not competing for orders, but rather forcing the entire Chinese semiconductor industry to upgrade."
On paper, they also have their own plans: Transsion will use advanced 22nm technology and reasonable prices to bring all design companies into their ecosystem.
According to their investigation, Transsion has opened up its EDA design tools, which are available to all manufacturers, but not to TSMC.
This means that once they use it and get used to it, it will be impossible for them to switch back to TSMC.
Morris Chang stared at the MStar lithography machine: "How do they achieve their quadruple exposure technology?"
The technical lead shook his head. They had considered quadruple exposure before, and had even experimented with the technology.
However, the final yield rate was only 20%, and according to their calculations, the maximum yield would be no more than 40%, so they ultimately chose to abandon the project...
But now.
"Boss, there's one more thing. The semiconductor fund sent us a message that the price quoted by MStar for the 193 dry lithography machine is 8000 million."
Morris Chang didn't speak, but his eyes were fixed on the Morning Star on the PowerPoint presentation again.
The company continues to perform well in the field of high-tech shredders.
"8000 million is that cheap?"
"This price is more than half the price of Asmail's."
"more than!
According to the information provided, this 193 dry-type air conditioner consumes 30% less energy than the same product from Asmail. The annual maintenance cost of its consumables can be reduced to one-third of the cost of a single unit.
Lower prices, lower maintenance costs, and lower operating costs fueled the small flame in Morris Chang's mind.
Although TSMC does not have quadruple exposure technology to study, and their mature processes still have a large number of 193 dry-type machines running.
Automotive chips, power devices, and older MCUs... these businesses may seem insignificant, but they are the foundation of cash flow.
Although ASML's machines are stable, the ever-increasing maintenance and consumable costs are like a dull knife cutting into its flesh, already taking a big bite out of its profits.
Quadruple exposure... Perhaps MStar's lithography machine has some unique secret, and using it might significantly improve the yield rate.
"How's the scheduling?"
Morris Chang also harbored enormous desires.
The purchasing manager, seeing that his boss was interested, quickly reported it as well:
"They previously said that the first batch of deliveries would take 18 months, and that the subsequent production capacity would be ramped up and supplies would take about two years."
However, thanks to our team's efforts, they were able to spare one machine for us to try out.
If we can place an order for more than 10 units within these 18 months, they can squeeze out two more for us.
The rest will have to wait in line.
However, I have a concern: will purchasing such a large quantity at once affect Asmail?
The people in the conference room fell into thought once again; Smile was indeed a topic that could not be avoided.
Moreover, ASML is not just ASML; after all, their technology is not independent, and the entire upstream and downstream industry will be affected.
The supply chain for this newly manufactured equipment is completely autonomous, meaning it is not subject to any constraints.
Conversely, this is also the most dangerous aspect: no single country would produce such equipment that would flow into the world's largest wafer fab and allow it to gradually replace ASML.
After all, under their management, ASML is the last remaining player in the lithography machine field, and it certainly cannot afford to starve.
"Has a risk assessment been conducted?" asked Wei Jiazhe, another person in charge.
The legal representative quickly added, "According to the current plan, the 193 model is not among the regulated advanced equipment, and Huajin International could previously purchase it directly."
Currently, this mainly targets immersion DUVs, and from a technical perspective, it will not trigger any clauses.
"It might be for them," someone objected.
"There's something else different; they can cut off our supply chain for any reason."
Zhang Zongmou still did not accept the payment; his gaze remained fixed on the schematic diagram of the Morningstar lithography machine.
Last year, Zhang Xiaoqiang shook his head at the president of Asmayer during the daily forum.
The equipment is too expensive.
The price of one machine is almost equivalent to the investment in a mature manufacturing process.
Moreover, Asmail had long since figured out TSMC, knowing that they couldn't do without the maintenance and consumables for DV, and that prices were rising every year. TSMC was practically working for them on mature manufacturing processes.
Chen Xing's machine was like a knife stabbing directly into Asmayer's core business.
"We are TSMC!"
As soon as Morris Chang spoke, the entire conference room fell silent.
"The world's number one wafer fab didn't survive by receiving technology as handouts from others!"