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Chapter 539 Send semiconductor giants to heaven together (please subscribe)(1/3)

The simplest thing is that if there is no mass production of 14nm chips, then the other party will not jump over the wall in a hurry and can hold off on the big stick.

If the 14nm process is mass-produced in 2015, it surpasses TSMC's 16nm and ranks first in the world...

Needless to say, you will definitely get hammered!

If it was fast, it would have been hammered in 2015.

If you are slow, you will be hammered in 2016, or 2017 at the latest!

There is no solution to this matter.

It can be said that no matter what Wang Yi chooses, the big stick will come, it's just a matter of time.

What Wang Yi can do is to choose to be beaten passively, keep a low profile and wait for a year or two.

It is better to prepare in advance, vigorously expand production capacity, proactively launch a price war, kill all odds, and send the Omni semiconductor giants to the sky collectively!

By then, Xingyi Technology will be hammered, and it may go through a difficult time, but it will eventually get through.

But the semiconductor giant Omni will have to die collectively.

The kind that cannot be saved.

The simplest thing is that once Wang Yi launches a price war and grabs most of the 28nm chip orders and 40nm chip orders, the semiconductor giant Omni will have insufficient orders, declining profits, and no funds to develop more advanced 14nm processes, let alone

10nm process.

But in the chip industry, once the technology stagnates, the high-end will be useless and will fall behind.

At that time, high-end technology cannot be developed, and mature technology cannot be used by Xingyi Semiconductor. All we can do is wait for death and go bankrupt...

Once the Omni semiconductor giants are collectively eliminated, the rest will be easy to say.

This matter can be fixed completely.

Wang Yi is not the type to sit back and wait for death. On the contrary, he prefers to take the initiative.

Omi put a 'Sword of Damocles' on Wang Yi's head, which made Wang Yi miserable.

Then Wang Yi also arranged a "Zhuxian Sword Formation" on top of the Omni semiconductor giant to make them bankrupt!

And sufficient chip production capacity, cabbage price, is the 'Zhuxian Sword Formation' that can kill the opponent!

For this reason, wafer fabs in Shenzhen City must be invested in construction, and wafer fabs in other cities must also be invested in construction, and they must be constructed on a large scale!

Before the end of 2014, the monthly production capacity of 300,000 12-inch wafers is completely insufficient.

Before the end of 2015, the monthly production of 500,000 12-inch wafer equivalents is not enough!

On the contrary, it will reach 800,000 or even 1 million 12-inch wafers!

Since the technology war will begin in 2015, Wang Yi must make adequate preparations in advance.

Chip production capacity is Wang Yi’s only nuclear weapon!

If the production capacity is reduced, it will be meaningless.

Only when you have enough production capacity can you be sure of victory!

To this end, in addition to investing in two very large wafer fabs with a capacity of 100,000 wafers in Shenzhen City, we can also invest in Jinmen, Jeju, and Daocheng in the north, and Sioux City, Nandu, and Hangcheng in the south.

Build a wafer fab!

First-tier cities have strong financial strength and can directly invest in the construction of large-scale wafer fabs with a monthly production capacity of 100,000 pieces.

Second-tier cities can invest in and build medium-sized wafer fabs with a monthly production capacity of 50,000 pieces.

Even if all are large-scale wafer fabs with a monthly output of 100,000 wafers, this will not be a problem.

Without him, the semiconductor industry is definitely the most golden industry, and it will remain so in the next ten or twenty years.

With the development of mobile Internet, as well as the development of smart homes and new energy vehicles, more and more chips will be needed in the future.

Wang Yike knows that in ten years, the global semiconductor production capacity will exceed the monthly production of 30 million wafers!

Yes, it's that scary.

The mainland is far ahead, with a monthly production capacity of more than 8 million pieces.

After the technology war broke out, the mainland was able to invest in and build more than ten wafer fabs a year.

At most, 18 new wafer fabs are put into operation in the mainland a year!

That's right, it's so scary and so efficient.

It is precisely because of this that chips of 14 nanometers and below have become cabbage prices.

The foundry price is 60% of that of TSMC, or even lower!

It won’t take a few years to kill the semiconductor giant Omni.

Now that Xingyi Semiconductor has broken through the 28nm process, it can completely advance this operation.

Wang Yi discussed with Mr. Hu and Zhu Changlin for a long time, but they couldn't find any other plan.

You can only use this move as a big killer to deal with big sticks.

Invest a lot in building new wafer fabs and expand production capacity crazily!

In the future, as long as the opponent's Sword of Damocles falls, or even before it falls, if there is any sign of attacking Xingyi Technology, then Wang Yi will directly give Xingyi Semiconductor a 50% discount on its wafer foundry price!

Let chip OEM become a cabbage price, rush for orders like crazy!

This will directly kill all OMI semiconductor giants!

At that time, Xingyi Semiconductor will lose 500 yuan, and the Omni semiconductor giants will collectively ascend to heaven.

This deal is a total bargain.

As for the other party's policy restrictions, prohibiting the export of Xingyi Semiconductor chips and banning Xingyi Semiconductor's foundry...

This can't be stopped at all.

As long as the price of Xingyi Semiconductor is ultra-low, half lower than that of TSMC, local companies will definitely choose Xingyi Semiconductor. In order to save costs, foreign companies will also find various ways to find Xingyi Semiconductor as an OEM.

For example, through several layers of leather bag company cover-ups, Laomi couldn't investigate them one by one.

Lao Mi cannot reach the sky with his hands. For example, where the Kirin 9010 and 9020 are produced, the other party has no idea at all and cannot find out much.

What's more, Europe, America, Japan and South Korea are not monolithic. On the contrary, they will compete with each other for the sake of interests.

In addition, Xia Guo is the largest consumer market. As long as Wang Yi's price is low, there are many operating methods.

After all, parallel-imported iPhones can wreak havoc around the world, let alone chips, which cannot be strictly investigated.

And if the other side is desperate and imposes a total blockade, then we will also block basic raw materials such as germanium, gallium, and antimony.

When the time comes when we feel uncomfortable, they will feel even more uncomfortable.

Without these basic materials, once the inventory is used up, their chips will be difficult to produce.

Even fighter planes have to be difficult to deliver.

As for the opponent’s strategy to break the situation?

In theory there is, but in practice there isn't.

To break the situation, the other party must achieve self-production of germanium, gallium, and antimony.

Gallium is produced through electrolytic aluminum. We are the world's largest electrolytic aluminum country, leading the world in technology, and account for more than 90% of the world's gallium production.

The electrolytic aluminum produced by Omega, Japan and South Korea is approximately zero.

If they want to do it, they have to start from scratch.

Not only must we develop advanced electrolytic aluminum technology, we must also spend tens of billions of dollars to establish a complete electrolytic aluminum industry chain!

In addition, electrolytic aluminum consumes very much power resources.

Whether it is OMI, Japan or South Korea, the power resources are very poor, and the electricity used for normal life is not enough, and there are frequent power outages in large areas.

How can there be so much electricity to electrolyze aluminum on a large scale?

Once aluminum is electrolyzed on a large scale, the power can be cut off for 30 days a month for 20 days.

By then their people will have to revolt!

This is completely unrealistic.

Unless the other party spends tens of billions of dollars more to build sufficient power systems and nuclear power plants to solve the energy problem of electrolytic aluminum consumption!

Is it cost-effective to spend hundreds of billions of dollars just for tens of millions of dollars of gallium?

Europe, America, Japan, and South Korea don’t want to be such a big enemy, and they don’t have the ability to do so.

Even if several parties pool their money together and actually do this, after they have spent their money and have not yet produced any output, we will immediately lift the blockade, dumping prices at cabbage prices, and Europe, America, Japan, and South Korea will collapse!

So, this is simply not realistic.

Locking up raw materials locks up their future.

It won't take two or three years until the other party runs out of inventory and the results will be seen.

Ten years later, many Omni semiconductor giants were locked down for a year and were seriously short of raw materials. In order to avoid bankruptcy, they were preparing to build factories in the mainland.
To be continued...
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