If you cheat, money will follow

This is an internal notification letter.

The main purpose is to concentrate our efforts and set sail towards the vast blue sea in the darkest moment,

Juchang is no better investment than Leda.

Leda Investment is a financial company, and finance is its main business.

The employees of Leda Investment became more and more excited the more sanctions were imposed.

According to the previous two practices, each time the sanctions are issued, the market will fluctuate, followed by a circuit breaker.

After the vigorous sanctions in North America were announced, the three major North American indexes, the Nasdaq, the Dow, and the S&P 500, really fluctuated sharply.

Gu Jiahui is familiar with the road and moves his fingers like an arm, stirring back and forth in the market with unknown funds.

Each stir coats it with oil, which gets thicker and thicker.

Juchang is an entity enterprise.

It requires technology, equipment, employees, market, and unified thinking and understanding.

When the letter was posted online, it sparked a frenzy of discussion that was even more heated than the sanctions.

Netizens each have different concerns.

Some people paid attention to the key words "years ago" and "eight years ago" and marveled at the forward-looking, historical and strategic vision;

Some people are amazed by the continuous watering of "more than 3000 days and nights" and "more than 4000 billion investment", which has brought about "a completely domestically produced and self-supplied semiconductor hardware industry chain".

Some people are concerned about the realization of independent domestic substitution of hardware and software, and for this reason...

Blow, keep blowing.

"Nima, isn't this a vivid re-practice of the third-line construction back then?"

"These two companies are also incredible. They took precautions eight years ago. This is a typical masochistic tendency."

"I wonder, is the 4000 billion pure capital expenditure real?"

"Actually, 4000 billion is not enough. Think about the output value of the semiconductor industry."

"Keep blowing, do you think I believe it or not? I will post it as proof. If it is really replaced by a completely independent domestic product, I will stand on my head and eat it, and broadcast it live."

As soon as this sentence was said, it immediately became the focus and the attention was diverted.

"I took a screenshot of what's upstairs, and we'll watch it when the time comes."

"I also took a screenshot. Let me tell you, the Internet has memory."

"If it's true, if you don't stand on your head and eat the cock, I will crawl into your house along the Internet cable and force you to eat it."

That evening, Renren Daily published an official comment.

"Sanctions are a lamp that illuminates the way forward"

Comments on the article stated:

"If you follow other people's paths, you will always have to follow them. There is also the risk of going astray and being blocked by others..."

“Only be prepared for danger in times of peace and prepare for rainy days, only be self-reliant and innovative, only be determined to forge ahead and fight tenaciously...”

“Only by opening up can we innovate, become stronger through innovation, and blossom through self-improvement. Only then can we sail to a broader ocean and enjoy more magnificent scenery...”

"This sanction has lit the fire in our hearts and illuminated the way forward."

5 month 2 day.

SMEE, which has always been extremely low-key, made public announcements.

The announcement announced that it has successfully developed an Arfi-DUV lithography machine with a minimum resolution of 38 nanometers and can implement a 7-45 nanometer process. Orders will be accepted from now on.

The unified selling price is US$3000 million.

5 month 3 day.

Huahong Semiconductor issued an announcement.

The announcement stated that a bulk purchase agreement has been signed with SMEE.

2017年5月1日-2017年12月30日期间，购买SMEE制造的DUV光刻机10台，订单总额3亿美元。

The announcement also stated:

"Recently, the "Huahong Semiconductor Jiangcheng 12-inch Wafer Foundry Production Line Project Cooperation Agreement" has been entered into and signed with the Jiangcheng Economic Development Zone Management Committee..."

"It is planned to start construction of a 12-inch OEM production line project within this year. The products will be mainly used in communications, automotive electronics, consumer electronics, industry and other fields..."

"It is planned to build a wafer foundry production line with a production capacity of 20 pieces/month, which can provide wafer foundry and technical services for different technology nodes from 14 nanometers to 180 nanometers..."

"The total investment in the project is US$100 billion."

That night.

The Jiangcheng Economic Development Zone Management Committee confirmed the news on its official website and official website: "Yes, you read that right, domestic production is really on the rise."

It’s April 5th.

Changning Storage held a press conference in Changning City.

Officially released, revolutionary Xtacking architecture technology.

At the same time, 64-layer 3D NAND flash memory products were launched.

Changning Storage COO Gao Qiming proudly announced at the press conference:

"The core capacity of our 64-layer stacked 3D flash memory has been increased to 256GB, reaching the world's leading level, and we can easily manufacture solid-state drives with capacities from 512GB to 1TB."

"In terms of I/O interface speed, flash memory products based on the Xtacking architecture are two times faster than Samsung V-NAND and three times faster than mainstream 3D NAND flash memory."

Immediately afterwards, Changning Storage also announced at the press conference:

"We will invest US$240 billion to expand the 3D flash memory factory in Changning City. The expansion is planned to start in June and is expected to be completed in June 6..."

"After the first phase of expansion is completed, the monthly production capacity will increase by 10 pieces;"

"After the completion of the third phase of expansion, the production capacity will be further increased by 30 pieces, with a total production capacity of 80 pieces/month."

Finally, Gao Qiming also said:

"With the advent of the era of 5G, artificial intelligence, and ultra-large-scale data centers, the demand for flash memory market continues to grow. Changning Storage's 64-layer 3D NAND flash memory products will inject new impetus into the development of the global memory market."

Then, a series of domestic semiconductor companies appeared one after another and began to saturate the screen.

Semiconductor upstream materials field:

Magic Silicon Industry releases high-purity silicon wafers;

Walter Gas releases the latest photolithography gas;

Jianghua Micro releases high-purity wet electronic chemicals;

Anji Technology releases CMP polishing fluid;

Yake Technology releases precursor materials;

Nanda Radio and Television releases 14nm photoresist;

Deppon Technology releases chip bonding materials;

Bomin Electronics releases ceramic substrate;

Kangqiang Electronics releases lead frame;

Shennan Circuit releases packaging substrate;

…………

Midstream equipment field:

Huazhuo Jingke releases dual workpiece table;

AMEC releases 10nm etching machine;

Northern Huachuang releases thin film deposition equipment and cleaning equipment;

Huahai Qingke released polishing equipment;

Jingce Electronics releases front-end testing equipment;

Changchuan Technology releases test machine;

…………

throughout the month of May.

From upstream materials, to mid-range equipment, to end-of-line OEM, hundreds of companies have released a series of blockbuster news one after another, and the domestic network has suddenly boiled.

"I bet...it's true. The entire industry chain is true."

"Looking at this situation, the North American ban has become a dead letter. You don't even need it, so why ban it?"

"The semiconductor industry is really going to change."

"Haha, not only Leda, not only Juchang, the entire industry is on the rise. Why ban it in North America?"

"Brothers, the Samsung solid-state drive in a certain place has been broken. From 256 to 512, and then 1T, the entire range is 7% off."

"Just wait a little longer. Judging from the parameters released by Changning Storage, their solid-state drives will be faster."

"The brother who stood on his head and ate flying before? Come forward, my live broadcast equipment is ready."

"Watch around, stand on your head and eat flying!"

"Watch around, stand on your head and eat flying!"

"Watch around, stand on your head and eat flying!"

"Gather around..."

The news spread around the world, and global attention focused on North America.

North America.

Understand that Wang, Ross (Secretary of Commerce), Clayton (SEC Chairman)...are confused;

ASML, Qualcomm, Intel... are confused;

Samsung, SK, Micron... confused

Everyone was confused.

North American netizens are very happy, they like the official being slapped in the face.

"At this moment, King Understanding should be quiet for a while."

"China's R&D capabilities have exceeded the estimates of politicians. They not only have to face Leda Investment and Juchang, but also a number of companies such as SMEE, Huahong, and Changning Storage."

"Wow, it's so exciting. If it is made into a movie, it will definitely do well at the box office."

"Our company is gone? What are they doing?"

"They must be studying how to raise the company's stock price and then take advantage of the opportunity to cash out."

"I like Chinese electronic products very much. I think MATE9 is better than fruit, not just the battery. But in order to get it, I bought it from a Mexican guy and added $200."