Rebirth 2008: I Can Make Money Reading

If chips are not manufactured, the investment in manufacturing monocrystalline silicon rods and processing wafers is much less. In addition, the equipment is independently developed, and the production base will not occupy a very large area.

The total investment of the wafer (hereinafter referred to as silicon wafer) factory is 5 billion yuan, and the planned monthly production of silicon wafers is 500,000 pieces/month, which will be put into production in two phases. The first phase is 200,000 pieces/month.

The silicon wafer factory covers an area of ​​1,000 mu. Because the factory is noisy when cutting silicon wafers, and considering the safety of the single crystal furnace, Muyang did not plan to put it in the headquarters base, but put it near the aluminum alloy factory. .

In addition to silicon wafer production, chip manufacturing and chip design projects will come later.

Muyang's goal is to produce 500,000 pieces of 12-inch silicon wafers per month, and the chip technology is 14 nanometers or even more advanced.

It is divided into four phases of construction, and it is planned to be completed within a few years; the first phase plans to produce 100,000 silicon wafers per month. In addition to meeting its own needs, it can also seize the domestic top chip market and even disrupt the international market. This is Mu Yang's favorite. doing things.

In 2012, the global monthly production capacity of 12-inch silicon wafers was about 3.59 million pieces, of which, 675,000 pieces/month for four-star companies, 512,000 pieces/month for Micron, 520,000 pieces/month for Hynix, and 520,000 pieces/month for Intel. 388,000 pieces/month, TSMC’s 356,000 pieces/month, and Huaguo’s Zhongxin only 51,000 pieces/month.

The investment in chip manufacturing will be larger, with a monthly production of 500,000 pieces of 12-inch silicon wafers, and a chip process of 14 nanometers and below. It is estimated that the investment will need 100 billion yuan. If it is successful, according to the current 12-inch silicon wafer and the general chip technology level, the monthly output value will be at least US$5 billion.

Of course, the above is just Mu Yang's estimate. He hasn't purchased the chip manufacturing technology yet, and he won't start until the wafer project is almost done.

In the next few years, the mainstream chip technology will be 28nm, 14nm, 10nm, and 7nm.

According to the historical trajectory of Mu Yang's previous life.

In 2013, 28nm was already the mainstream, and there were only a few chip manufacturers capable of mass production. At this time, Zhongxin was still struggling with 40nm, and mass production of 28nm would not be realized until 2015.

It was not until 2015 that Four Star and a TSMC semiconductor company officially announced the start of mass production of 14nm.

Even in 2018, there are very few manufacturers with 12nm process technology capabilities, the main ones are MCMC, Gexin, Four Star and UMC;

The approximate time is 2019, when the mass production technology level of 10nm can be reached, the only players left in the industry are TSMC, Four Star and Intel;

During the period from 2019 to 2021, there will be only two companies in 7nm mass production, TSMC and Four Star.

If Mu Yang wants to play, he is no longer interested in 28nm.

Xinghai Group will manufacture chips, about two years later, that is, at this point in 2015, Four Star and TSMC officially announced the start of 14nm mass production, so Xinghai Group will not be interested in playing 14nm anymore.

It is a big step from 14nm to 10nm, so if you want to play, start from 10nm, or even 7nm, and always be one generation ahead of the international giants.

If the production capacity is up, Muyang plans to only play 7nm, or even more advanced 5nm, 3nm, 2nm, if it is more ruthless, it will be dumped at a low price, and these chip giants will be killed directly.

Of course, the defendant's dumping and monopoly is another matter, so it's hard to be ruthless if you want to.

But no matter what, at least domestic high-end chips no longer need to worry about being stuck by foreigners.

Although the high-end chip market will be dominated by 7nm, 10nm, 14nm and 16nm processes in the next few years, 40nm, 28nm and other processes will not exit.

Internet of Things devices, iot, baseband, etc. do not have high performance requirements, and 28nm chips have already met them;

Even, such as industrial computer, motherboard chip, NB-IoT, driver IC, automotive ECU and other chips, 55nm chips can be satisfied.

High-end chips of the same era are generally used in consumer fields such as mobile phones and notebooks.

If the price is favorable, consumers will definitely want to use a better chip, which will respond faster and run more smoothly.

At the end of March, Xinghai Group held the foundation stone laying ceremony of the silicon wafer factory, and all the leaders of City H came.

Ever since Mu Yang hated Mr. Liu last year, the outside world thought that Mu Yang's call to make chips in 2013 was an empty gun. After all, making chips is not so easy.

No, now the real money has started, with a total investment of 5 billion yuan, and the first phase is 2 billion yuan.

Although it is not yet a chip manufacturing factory, the silicon wafer factory is also the most basic. Without wafers, where does chip manufacturing come from? This is already a real action.

Xinghai Group's move caused a big wave in the semiconductor industry, and domestic media rushed to report and analyze the significance of Xinghai Group's move.

Netizens have expressed their opinions in the comment section of related reports, most of them hope that Xinghai Group will make the world's top chips and defeat the international giants.

"The real domestic top chip is coming!"

"I used to give high hopes on Zhongxin, but unfortunately I still couldn't get those leaders. I saw hope on Xinghai Group. Mu Dashen came for real. I thought it was a joke before."

"I still remember Mr. Mu telling Mr. Xiang Liu: If someone wants to make chips, we Xinghai Group will do it! Now, Xinghai Group has really put it into action."

"If someone wants to stand up to a national enterprise and occupy the country's resources, it's really better to give it to the Xinghai Group. At least the Xinghai Group has really done it, and billions of dollars have been thrown into it. I think it's nothing. It's really disgusting!"

"Now I understand how a patriotic entrepreneur felt at the beginning. Xinghai Group is a machinery company. Now it has to invest in the chip industry because some companies don't do anything! This is the responsibility of a big country. I hope Xinghai Group will go well in chips. "

"Everyone upstairs, Xinghai Group is currently only engaged in wafer manufacturing, not chip manufacturing. That's two different things. They don't have lithography machines, and those overseas giants will not sell to Xinghai Group. Xinghai Group wants to manufacture chips. This way It’s far away. Of course, no matter whether it is successful or not, at least Mu Yang has acted, give him a thumbs up.”

...

Shencheng, No. 18 Zhangjiang Road, Pudong New Area.

This is the headquarters of Zhongxin International, which covers an area of ​​about 600 mu, and currently only 200 mu of land is used.

The stone pillar a few meters high at the gate is inlaid with the four characters "Zhongxin International", and the office building is only six or seven stories high.

But the meaning it represents is somewhat different. It is the largest domestic integrated circuit chip manufacturer with advanced technology in China. Its current stock price is around 4.5 yuan and its market value is 33 billion yuan.

Xinghai Group's entry into the chip industry also shocked Zhongxin's senior management. Before, they thought Mu Yang was just talking casually.

What kind of company Xinghai Group is, if it was two or three years ago, very few people would know.

But now, it can be said that it is world-famous and can be regarded as a behemoth.

If it is a general large company, there will be no worries about entering the chip industry. After all, the chip industry is not so fun.

But Xinghai Group is different. Mu Yang said he built a car, but he actually built it, and it sold like crazy.

Now when it comes to playing chips, will it be the same?

Several senior executives of SMIC held a symposium on Xinghai Group's entry into the chip industry.

"Xinghai Group has started to make wafers, and Mu Yang has come for real."

"I don't know where the technology comes from, and I haven't heard of where to purchase equipment."

"Yeah, the Xinghai Group is very secretive, but they are rich and self-willed. To them, billions are nothing. Real money is just thrown away. Fuck, last year's profit was tens of billions." Chairman Zou Xue Xue smoked a cigarette, exhaled a smoke ring, shook his head and felt that the gap between Zhongxin and Xinghai Group was far away.

Xinghai Group entered the chip industry, and it was impossible for Zhongxin to become the domestic leader.

Perhaps for the domestic chip industry, this is a matter. Zhongxin can't grab a certain IC. On the one hand, Zou Xue hopes that Xinghai Group will disrupt the international situation. On the other hand, he does not want Zhongxin to lose its position as the domestic leader. .

Other companies can't count on it, so the higher-ups put their hopes on their company.

Now that Xinghai Group enters the chip industry, Zhongxin must lose the attention of the above, which is not good for Zhongxin.

Therefore, Zou Xue feels a little complicated in his heart now.

"Isn't it? Let alone Xinghai Group's headquarters, a new energy lithium company, was valued at 200 billion yuan at the beginning of the year, seven or eight times that of our company. It's still not listed. It's all for trillions. ah."

"With Mu Yang's temperament in the past, most of them look down on low-end chips, and most of them play high-end or even top-notch chips."

These senior executives were casually chatting about this topic, and also talked about Zhongxin's crisis, worrying whether the stock would be affected.

In addition to Zhongxin, the executives of other chip companies, such as TSMC, Four Star, and Intel, were still slightly worried when they heard that Xinghai Group had actually invested in wafers. They felt that there was an extra spoiler, and they felt bad.

Now, the Xinghai Group is vigorously engaged in construction, and Mu Yang does not know the news from the outside world. He does his best to export the information of the wafer and guide the staff to solve key problems.