Technology derived

Chapter 420 Two-line Combat (Part [-])
Whether it is Intel, TSMC, or Samsung, their fabs, regardless of scale or quantity, are not comparable to ordinary technology.

Although, in order to increase production capacity, Wang Fan took the route of encircling the city from the countryside, and bought more than 30 fabs with a lot of money.

But it is still not enough, at most it can meet the needs of mortal technology chips for their own use.

But now, Wang Fan has also won a big chip order from Apple and a big order from Huawei HiSilicon.

Therefore, the existing production capacity is not enough.

You must know that after continuous development, Huawei HiSilicon is constantly approaching the billion level, and it is no longer the HiSilicon that makes a fuss.

Not to mention Apple's size, even TSMC can't guarantee that it can easily take over, unless TSMC abandons other partners and uses all production capacity to satisfy Apple.

Therefore, Mortal Technology's acceptance of the two large chip orders from Apple and Huawei, in the eyes of ordinary netizens, is an incredible feat and an act of hype.

But in the eyes of industry insiders, it is an elusive goal, and even an out-and-out joke.

After all, with Mortal Technology's existing fab, it is still possible to take over Huawei's big orders.

But with the addition of Apple, there is no need to think about it, it is a dream!
In addition, some people think that Wang Fan's actions are just a play, or a stopgap measure, thinking that it is impossible for Mortal Technology to actually take over all the big orders from Apple and Huawei, and it will eventually need to be shared with other fabs.Such as Intel, such as Samsung.

The purpose of Wang Fan's doing this is to temporarily hit TSMC and affect TSMC's stock price!
This is also the reason why Zhang Zhongmou, chairman of TSMC, did not completely turn his face against Mortal Technology, but temporarily admitted his failure.

Because in his opinion, there is still room for relaxation in the whole matter.

By the end of the year, Mortal Technology's wafer fabs have limited capacity, and Apple and Huawei must rely on other wafer giants for their large chip orders.

At that time, as long as the relationship between the Taiwan Island Provincial Government and Mortal Technology eased, TSMC might not be able to take another big piece of the cake, but the profit might be less, and Mortal Technology would take part of it as a commission.

This kind of relationship is like a contracted project, with layers of outsourcing, layer by layer commission, and finally in the hands of the real contractor. There may not be much profit, but many people are still vying to do it.

No way, money is not easy to earn these days.

In addition, sometimes, it is better to lose less money than not to make money.

This is true whether it is a factory or a construction company.Even if you earn less, or even lose a little bit, you must maintain the operation.

Because, once you stop, it will be difficult to start again, and you may not even be able to find the employees...

The situation of TSMC is also the same.It is better to pay less than to stop production.

Because, once production is discontinued, it is really not far from bankruptcy.

But people are not as good as heaven. Now that the Taiwan Island Provincial Government is forced by external pressure, it really wants to counter mortal technology. Whether the relationship between the two will ease after that is anyone's guess.

All Zhang Zhongmou can do is hope for a little fluke, and hope that the provincial government of Taiwan Island will not be too rigid...

But what he doesn't know is that at this point, there is almost no possibility of any further relaxation between the two sides. Even if the Taiwan Island Provincial Government compromises, Wang Fan will definitely take action to completely destroy the semiconductor industry of Taiwan Island!

It's just that the root of all this is not a technical problem, but a production capacity problem of a mortal fab!

After all, no matter how advanced the technology is, without enough production capacity to support it, it is impossible for ordinary people to achieve much in technology, let alone completely destroy the semiconductor industry of Taiwan Island.

It’s just that a fab cannot be built overnight, especially a large fab, even if it’s three shifts and rushing to work day and night, it will take 8 months to a year!

Wang Fan can't afford to wait. He wants to completely destroy Taiwan's semiconductor industry within two months and force the Taiwan Provincial Government to compromise completely!
It's just that it's hard.

What's more, if Mortal Technology wants to be the absolute leader in the semiconductor field, or even monopolize the entire semiconductor field, it needs to fight on two fronts, achieve outstanding achievements in both fields, and completely defeat all competitors.

On the one hand, in the field of chip design, it mainly develops and designs solutions for chips.

Such competitors mainly include Qualcomm, Samsung, Apple, MediaTek, Huawei, etc.

On the other hand, wafer foundry, that is, mass production of chips.

This type of competitors mainly include TSMC, Intel, Samsung Semiconductor, UMC, SMIC, Globe and so on.

But it is obvious that there is a bonus of black technology derived from technology. In the field of chip design, Mortal Technology is not afraid of any competitors, whether it is Qualcomm or Apple.

Two basebands like C1 and Q1 are just Wang Fan's test products, which still surpass all competitors and replace Qualcomm's absolute dominance.

There is also the AtomS1 chip that helped Intel design, which has also reached the leading level. After abusing Qualcomm's 810, or even Qualcomm's next-generation Snapdragon 820, it will be a tie at best.

Therefore, in the first aspect, there is no problem with chip design and mortal technology, and it can be said that it has won without a fight!
However, in terms of wafer foundry, it has become a competition of hard power, and it is also the biggest shortcoming of mortal semiconductors.

The usual way is simply impossible, and it is also unrealistic to take a slanted sword.

Therefore, Wang Fan can only rely on black technology again, relying on technology derivative systems.

Wang Fan habitually took out a piece of paper and made a "swot" analysis.

This is what he learned in Lin Wei's class in order to chase Lin Wei during his freshman year, and it is also one of the few things that can be used.

S, w, O, T, the four letters represent competitive advantage, competitive disadvantage, opportunity, and challenge respectively, and are an auxiliary tool for making strategic decisions by comparing and analyzing competitors.

Compared with TSMC, Intel, Samsung, UMC, SMIC, Grofinger, etc., Mortal Fab may have only one advantage, that is, Mortal Technology has ample orders now, not only has it won all of Apple's large It also won all the big orders from Huawei.

Therefore, it can be said that mortal fabs don’t have to worry about orders and customers, and don’t have to worry about overcapacity, making ends meet, or breaking the capital chain.

In terms of disadvantages, the number of mortal fabs is not large enough, the scale is not large enough, the production capacity is not high enough, and the equipment is not advanced enough.

Moreover, as a Huaxia enterprise, Mortal Fab has a problem in obtaining equipment such as lithography machines. After all, Europe and the United States are now severely blocked, and even the Huaxia government is powerless.

In addition, the number of skilled technical employees is not enough, although there have been many poached from TSMC, UMC, and even Intel.

But after all, everything has to start slowly from scratch.

PS: It’s the end of the month, if you have a ticket, don’t keep it~
(End of this chapter)