Rebirth 2004: I can make money by writing.

Chapter 458: Shorting the Semiconductor Giant

After the chairman left, the researchers in the EBL lithography machine project team were so excited that they were almost crazy.

There was excitement and pride in their eyes, as if they had already seen the brilliant future brought about by technological breakthroughs.

After years of unremitting efforts, they finally independently developed the world's top-level lithography machine, and it was not a traditional lithography machine, which completely broke the international technology monopoly.

At this moment, they felt extremely proud, as if they were standing at the pinnacle of scientific and technological innovation.

After so many sleepless nights and so many days and nights of working without sleep, the final reward has finally come.

With the chairman's recognition, they were generously rewarded with 50 yuan each, as well as a 2 yuan travel benefit. It felt so good.

The company spent 200 million yuan on this reward.

Of course, this is nothing considering the company's investment of hundreds of billions of yuan in the semiconductor field.

What is truly exciting is the enormous potential benefits that technological breakthroughs could bring.

Once the company's production capacity is fully released, the market prospects will be bright.

It may take one year to recover the entire investment cost.

Taking the new energy vehicle industry as an example, it costs three to four thousand US dollars to import a set of automotive chips. In the future, the annual production capacity of automobile companies can reach 40 vehicles, which means that the chip procurement cost will be as high as more than one billion US dollars.

If sensors such as lidar, ultrasonic radar and millimeter-wave radar are included, the additional cost of each new energy vehicle will increase by about two thousand US dollars.

For Guangwei Technology Group, independently producing top-notch chips can not only save up to US$20 billion in procurement costs each year, but also quickly seize domestic market share.

How the company sells chips, to which manufacturers, and how to set the prices are not matters that their researchers consider.

After Hao Qiang returned to the office, he immediately instructed his secretary to call a meeting with the company's senior executives and relevant personnel who were at home.

This sudden meeting notice surprised the participants, and they all put down their work and rushed to the meeting room.

Participants included Jiang Ying, Group Vice President and Chief Financial Officer, Wang He, Group Vice President, Lin Yan, General Manager of Galaxy New Energy Company, Luo Hao, General Manager of Future New Energy Vehicle Company, Qiu Xueya, Group Human Resources Director, Liu Yixiang, General Manager of Future Intelligent Technology Company, Pan Lewei, Secretary General, and more than a dozen other related personnel.

It is worth noting that due to confidentiality requirements, the semiconductor company has not yet been officially registered and currently has no general manager. Hao Qiang is temporarily in charge.

This mysterious company includes three major factories: a wafer manufacturing factory, a chip auxiliary material factory and a chip manufacturing factory, as well as three R&D and design departments: a wafer and equipment R&D department, a chip design department and an EBL lithography machine project department.

Hao Qiang was already thinking about the reward plan in his mind.

He decided to not only reward the scientific researchers of the EBL lithography machine, but also give generous rewards to the scientific researchers of the wafer and equipment R&D department and the chip design department.

As for the workers, they will only be given a symbolic reward of about ten thousand yuan per person.

Although the group's senior management knew that the company was conducting chip research and development, they did not know the specific progress, and they did not dare to ask the chairman rashly.

Today's sudden meeting has left many people with questions.

Some people speculated that it might be due to the chip shortage faced by automobile companies, but when they saw the joy and relief on Hao Qiang's face, they felt that things did not seem so simple.

In the conference room, the air was filled with a subtle tension and anticipation.

As the last participant took his seat, everyone's attention was focused on Hao Qiang.

In the conference room, Hao Qiang sat firmly in the main seat, looking around the small conference room of dozens of square meters.

Under the soft light of the crystal chandelier, more than a dozen company executives gathered together, each of their faces filled with anticipation and confusion.

He took a sip of hot tea, the fragrance of the tea lingering between his lips and teeth, and a smile that was hard to conceal appeared at the corner of his mouth.

"Everyone," Hao Qiang said in a steady and powerful voice, "I've called you all here today to announce some exciting news and also to arrange some important work."

He paused for a moment, his eyes scanning everyone present.

"I am proud to tell you, and will soon announce to the world, that our Future Technology Group has successfully developed the EBL lithography machine, and its technology has reached the world's top level!"

There was a strong sense of pride in Hao Qiang's voice.

There was silence at the scene and everyone held their breath.

Hao Qiang continued: "Not only that, in the next two months, we will begin mass production of the Qinglong 8124 automotive chip.

This chip, manufactured using a 14nm process, has reached the world's top technology level!"

His voice gradually became louder and more passionate: "From today on, we no longer have to worry about the lack of automotive chips, and we no longer have to be subject to the US technological blockade!

More importantly, we can finally unveil our capabilities to the world and tell everyone in the world that we have the world’s top wafer fabs, EDA software, and chip manufacturing plants!

As soon as he finished speaking, thunderous applause broke out in the conference room.

Everyone present was so excited that they could hardly contain themselves; some even had tears in their eyes.

The news was so exciting and far exceeded their expectations.

Years of secret research and development, and countless days and nights of hard work, finally received the most perfect reward at this moment.

Vice President Jiang Ying's hands trembled with excitement, Wang He's eyes sparkled with pride, and Luo Hao was so excited that he stood up and clapped loudly.

At this moment, they all deeply felt the supreme honor of being a member of Guangwei Technology Group.

This is not only news of a technological breakthrough, but also a landmark event, marking that Huaguo can finally stand proudly at the forefront of the world in the semiconductor field.

The applause lasted for a long time, echoing in every corner of the conference room, as if witnessing this historic moment.

Everyone's heart is filled with the same pride and anticipation. They know that from this moment on, the company's development will open a new chapter.

"The successful development of this chip is inseparable from everyone's hard work and contribution. I have decided to reward all the researchers in the semiconductor company..." Hao Qiang said slowly. "Once the company announces this news, it may trigger a series of market changes. I will give everyone two weeks to prepare for the new round of global competition."

The company's announcement of chip news is likely to impact the stock prices of semiconductor industry giants.

After thinking about it for a while, he decided to take some money out to take the risk and short these stocks.

Although the share prices of these stocks will definitely fall in the long run, if the share prices rise sharply one day during the period and the positions are liquidated, all the short-selling funds will evaporate.

Hong Kong stocks and US stocks are not like futures and foreign exchange, which have no leverage.

Of course, securities firms generally carry out this type of business, but since the financial crisis in 2008, it generally does not exceed 2 times, and can reach a maximum of 4 times within a day.

Short selling means borrowing securities from securities firms, and the other party must be willing to lend. He must use the Hong Kong City Branch of Guosen Securities Company to do it.

Hao Qiang continued, "Although the company is preparing to announce this news to the outside world, it still has to maintain confidentiality. No one, no matter who or what department, is allowed to enter the core area without my consent, let alone take photos!

We don’t show outsiders the appearance of the equipment, so even if they can’t imitate it, let them imagine it.”

The participants felt the chairman's domineering tone. This time, the automobile company finally stood up.

No core available, that is history!

Starting today, we produce it ourselves!

Not asking the United States, not asking Gaotong Company.

They are the ones who should be afraid!

Luo Hao, general manager of Future New Energy Vehicle Company, asked, "Chairman, may I ask what the production capacity of our lithography machines is?"

"Our EBL lithography machine can process up to 150 wafers per hour, but a wafer needs to go through multiple (about 20-30) lithography steps, so in reality, only 5 to 7 wafers can be processed per hour."

Hao Qiang roughly explained, "A wafer contains about 320 qualified Qinglong 8134 chips, which means that each EBL lithography machine can theoretically process 1600 to 2240 chips per hour."

"Oh, the efficiency is so high. That means two shifts can produce at least 25,600 chips a day, which means 700,000 to 800,000 chips a month!" Luo Hao was slightly surprised, and so were the other participants.

Hao Qiang smiled and explained seriously: "Actually, there are not so many.

It takes 2 to 3 months to produce a finished chip from a raw wafer, which involves hundreds of processes. Photolithography is only one of the steps, so we cannot simply say how many chips a photolithography machine can produce in an hour.

A more accurate statement is that a complete chip production line, under normal operation, can produce tens of thousands to nearly one million chips per month.

The lithography machine is an important but not the only equipment.

The exact number of units that can be produced will only be known after actual production."

This is just like online writers typing. In a peak hour, they can type several thousand words, but in a day, they can only type 20,000 words at most.

In fact, it is very impressive to be able to write an average of 10,000 words a day, and it is difficult to maintain this for a month.

Of course, people cannot be compared with equipment, but equipment is also operated by people and needs to be maintained.

Luo Hao nodded: "Yes, that's true. If each production line can produce hundreds of thousands of automotive chips per month, it will completely meet the automotive chip needs of our automobile company."

“We discussed this matter in today’s meeting, and the car companies continued to produce cars.

"I'll make the final arrangements before announcing the specific details. Keep it confidential first," Hao Qiang said seriously.

He was not worried that these people would dare to disclose the news in advance.

There are hundreds of scientific researchers who know the situation.

In fact, there have been a lot of reports recently about Future Technology Group developing chips, but most of them are just guesses. Even if peers believe it, they don’t believe that Future Technology Group will achieve results.

Unless, the official of Future Technology Group or Hao Qiang announces it.

But no matter what, in order to avoid any accidents, after the meeting, Hao Qiang first said a brief goodbye to his two wives, and then rushed to the port city without stopping.

Stepping into the familiar building of Guosen Securities Hong Kong City Branch again, Hao Qiang went straight to the floor where his financial team was located.

In order to maintain a long-term cooperative relationship with Guosen Securities, he specially rented half a floor of office space in the securities company's building as office space.

Hao Qiang's first task was to arrange the specific matters of shorting semiconductor stocks and to meet with Huang Qi, the general manager of the securities company.

In Huang Qi's spacious office, Hao Qiang got straight to the point: "I'm planning to short several US stocks this time. I've prepared $30 billion in capital and hope your company can help raise $60 billion."

Although Hao Qiang can mobilize more funds, the key lies in whether he can borrow enough stocks.

Whether you are shorting or going long, you need to borrow securities from a brokerage firm.

You cannot borrow as much as you want. The brokerage firm must first hold a sufficient number of stocks and then consider whether it is willing to lend.

Therefore, it is necessary to borrow securities in the name of Guosen Securities, and Hao Qiang needs to pay the corresponding interest.

The total operation scale of US$90 billion is a very large amount of funds in the current market environment.

"Mr. Hao, how confident are you this time?" Huang Qi asked cautiously, implying that he wanted to know whether it would be as accurate as in 2008.

After financing the short selling, although he had a general understanding of Hao Qiang's operation direction, he certainly did not know what important information he had mastered, nor which specific US stocks would plummet.

Hao Qiang raised a mysterious smile and said, "Half, the risk is quite high."

"If it's half, then it's enough to take a gamble. Risk and return always coexist. I'll apply for it now." Huang Qi nodded. Even if he knew the specific information, he would not dare to act rashly with his courage and status.

All he has to do is collect the guarantee interest.

"Okay, I'll wait for your news." Hao Qiang stood up and said goodbye, returning to his financial team office.

His financial team consists of 12 people, who have been managing Hao Qiang's assets over the years.

Currently, the team mainly manages US$45 billion in overseas assets, as well as Tengxun and Moutai stocks in China.

Since most of these holdings are long-term investments and do not require frequent operations, the actual scale of funds in daily operations is around US$5 million.

Hao Qiang usually has to deal with many matters and it is difficult for him to personally inquire about the specific operations of the team.

He adopted a unique incentive mechanism: when the team is making a loss, they can only get basic salary, but as long as they make a profit, they can withdraw generous performance commission in proportion.

This mechanism not only ensures the basic survival of the team, but also greatly stimulates their enthusiasm.

Half an hour later, Huang Qi called Hao Qiang and replied: "No problem, the higher-ups have agreed."

After receiving the reply, Hao Qiang began to arrange tasks.

Short-selling targets: Gaotong, ASML (listed on the US stock market), Eagle Weida, Eagletel, etc.

Once the news is released, it may cause the market to worry about the long-term prospects of these semiconductor companies, which in turn will affect stock price performance and may lead to selling of related stocks.

From a long-term perspective, if Future Technology Group is able to capture market share, the market position and profitability of these semiconductor companies may be continuously challenged. In this case, their stock prices will definitely continue to fall.

The exact extent of stock price fluctuations is difficult to predict because it depends on market sentiment, investor response and other economic factors.

But in this case, the stock prices of the companies involved could fluctuate between 5% and 20%, or even more, depending on the market reaction to the new technology and industry dynamics.

Over the next two days,

Hao Qiang stayed in Gangcheng to watch the financial team's operations. He left Gangcheng only when the margin trading was almost completed.

After borrowing the shares, the next step is to sell them off, and then buy them back when the stock price drops sharply.

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