If you cheat, money will follow

On the way back to the hotel after leaving Shanghai Microelectronics.

Chang Le deliberately pulled Liang Qingsong to ride in the same car.

And chatted with him about the degree of localization of each link in the semiconductor industry chain.

Liang Qingsong said: "Boss, your previous idea was right..."

“Using Shanghai Microelectronics and Huahong Semiconductor as fund transfer nodes, we can improve the docking closeness and R&D enthusiasm of upstream and downstream enterprises and achieve simultaneous development.”

"Currently, the progress in the field of equipment such as photolithography machines is the most obvious. Based on my experience, this link will most likely not become a bottleneck."

"But the situation facing other links is still very serious, right?" Chang Le asked.

"Yes." Liang Qingsong nodded.

"I read the industry analysis report you gave me before. What can I say? Although I was prepared, it was still shocking." Chang Le said.

"Boss, the semiconductor industry chain is too long. Any link or detail may be choked," Liang Qingsong said.

"Yes, there are many projects, large investments, and slow results. This is not just a financial problem. The current localization level is 20%. It can only be said that there were more debts before." Chang Le said.

The industry analysis report submitted by Liang Qingsong is very long and the analysis is very detailed.

All aspects of the semiconductor industry including materials, equipment, inspection, and components are analyzed.

Including global status, domestic status, representative companies, etc.

Taking the upstream materials of semiconductors as an example, there has been progress, but there is still a lot of work to be done.

Semiconductor silicon wafers, a necessity for wafer manufacturing materials, have a localization rate of 8% for 30-inch wafers and 12% for 10-inch wafers.

The world's five largest semiconductor silicon wafer companies, Shin-Etsu Chemical, sumco, siltronic, Global Wafer, sksiltron, etc...

Accounting for more than 90% of the global market share.

Silicon wafer upstream equipment, Japan's Ferrotec, has a market share of up to 80%.

There is a clear gap between the 12-inch single crystal furnaces of domestic enterprises and the international level.

The upstream material for silicon wafers, electronic grade polysilicon, is mainly imported domestically.

Key technologies are in the hands of companies led by Germany, Japan and the United States.

This is only the upstream link. The gaps in the midstream manufacturing link, downstream packaging and inspection links are also very obvious.

"Lao Liang, I read your suggestion, but I don't agree." Chang Le said:

"This industry chain is very long, and Leda's lack of leadership is not a matter of funding, but other aspects."

Liang Qingsong has been in China for several years and has been in contact with many senior domestic officials and top entrepreneurs.

He has some personal experience and insights into the domestic industrial atmosphere and humanistic environment.

He understood what Chang Le said as soon as he heard it.

"Boss, I take it for granted. At the macro level, we still need to change the subject." Liang Qingsong nodded.

"Well, stay optimistic, at least we have been working hard and making progress." Chang Le said:

"I will truthfully report the situation to the superiors, and I believe the superiors will take it seriously and take appropriate measures to deal with it."

"I hope so. Although we have not reported the breakthrough of the lithography machine to the outside world, the relevant parties will not publicize it to the outside world..." Liang Qingsong said:

"But the market is the most sensitive, and I hope some forces outside the country will not overreact."

"There should be no overreaction. Although there has been great progress, the generation gap is still large and exists objectively." Chang Le said with a smile:

"The current domestic semiconductor industry does not pose much of a threat to foreign countries. The focus on the other side of the ocean is still at home."

Guan Hai is currently in his second term.

Although he is very interested in the Asia-Pacific rebalancing strategy.

But the reality forced him to focus on the country - the debt problems derived from the aftermath of the financial crisis were very difficult.

In short, the current debt problem of the United States is its biggest strategic threat.

The confrontation between the two parties over the debt issue has deeply hurt the economy of the beautiful country.

The combined policies of five tax increases and two expenditure cuts present a dangerous signal of a "fiscal cliff".

Guan Hai has expressed concerns about the debt problem on different occasions and is determined to assume the important role of economic savior.

We will not leave the debt problem to the next president.

Borrowing from the experience of previous lives, North America is currently wary of technological advances across the ocean.

The response thinking will not be too direct, extreme and one-line.

At least, the current mobile phone terminal business represented by Juchang has not shown enough threats.

5G technology, chip design and sales potential failed to show their potential.

High-end industries are still in the hands of North American companies.

In the previous life, the reason why the King of Understanding was so fierce was mainly because China's 5G and semiconductor industries put a lot of pressure on him. This was a life and death struggle.

If Chinese technology companies represented by Juchang are allowed to develop, Qualcomm will die.

Qualcomm, the brand representing the North American semiconductor industry, can also be said to be the essence.

If it falls, a series of chain reactions will occur.

The foreseeable consequences are: industry, technology, and high-end employment will move eastward.

What happens next needless to say.

…………

In the evening, Chang Le got in touch with Zheng Qiguang's secretary.

Report this matter to Zheng Qiguang through his secretary.

Zheng Qiguang was very happy after hearing that the development of photolithography machines had made progress.

He asked Chang Le to wait in Magic City for a few days and not to rush back to Jiangzhou yet.

How many days to wait was not specified.

Chang Le couldn't leave either. He asked Zeng Xi to return to Jiangzhou first. The company had many things for her to decide.

He himself wandered the streets of Magic City every day and bought some gifts for Jiang Xia at the store.

Five days later, entrusted by the leadership, Zheng Qiguang led the team to fly to Magic City.

The main person in charge of Shanghai Microelectronics met him at the airport, accompanied him personally, and went straight to Shanghai Microelectronics.

Chang Le received the notice in advance and arrived at Shanghai Microelectronics first to meet up with He Rongming.

Under the guidance of relevant departments, intense preparations are being made.

Zheng Qiguang is a typical pragmatist.

They are naturally resistant and disgusted with flowery pillows and things that are strong on the outside but do nothing on the inside.

Therefore, the scene will not be grand, but it will be absolutely rigorous, orderly, clean and tidy.

Situation introduction was originally provided by specialized personnel.

However, considering multiple factors, He Rongming is more suitable.

After all, he is the only one who has gone through two stages and can fully embody the difficult emotions of being unyielding in hardship and high-spirited in struggle.

Zheng Qiguang and his party arrived at Shanghai Microelectronics.

He shook hands cordially with Chang Le, He Rongming and representatives of R&D staff one by one to express concern and concern.

Then, under the introduction of He Rongming, he inspected the equipment exhibition hall and production lines one by one and listened to the company's development.

Zheng Qiguang specifically asked about the company's current difficulties.

"The main difficulty is still technology." He Rongming did not shy away from it. This is the consensus:

"Based on Arf lithography, we are confident that we can conquer Arfi lithography within a few years."

"However, there is little accumulation of EUV lithography, many technical problems, and huge challenges."

Zheng Qiguang continued to ask: "In what specific area?"

"For example, many issues such as the generation of extreme ultraviolet light, power improvement, component life, etc. need to break through the boundaries of optical physics;" He Rongming said:

“The objective lens system needs to achieve high resolution, high focus depth and high transmission efficiency, which requires exquisite optical technology and material technology;”

"The workbench system needs to overcome issues such as stability and flatness to ensure that it can carry high-precision wafers and achieve accurate exposure..."

Zheng Qiguang had done his homework in advance and understood immediately. He nodded and said, "Yes, what you mentioned has entered the forefront of science and technology, and difficulties are inevitable."

"Furthermore, I also know that the research and development of advanced lithography machines is not a problem for one company, but a problem for the entire industry chain."

"However, I am entrusted by the leadership to come to visit you this time to solve this problem."

He then encouraged everyone at Shanghai Microelectronics to seize the current historical window, persevere, climb to new heights, accelerate breakthroughs, and effectively improve the core competitiveness of industries and products.

He told the Magic City that "we must set an example in developing strategic emerging industries!"

"We must follow the development rules of the integrated circuit industry and grasp the characteristics of large initial investment, long R&D cycle, and difficulty in producing results..."

"Proactively step forward to provide good services and promptly introduce supporting policies that meet the development needs of enterprises..."

"Improve the level of integration, chaining and modernization of the industrial base, continuously narrow the gap with advanced levels, and create a highland for innovation and development."