Chapter 388 Know what burns the most money?
"What do you think about the listing of SMIC?"
Bao Fan asked: "At least 30 billion yuan is raised, plus TSMC continues to block Huawei..."
Chen Feng couldn't help but sigh. If the United States hadn't suppressed and blocked our technology companies, most people in China wouldn't have known that there was such a big gap in strength between us and our opponents in the field of high-end technology!
I wouldn't know that making chips is such a difficult and important thing.
The enemy is the best teacher.
The hard-working shouts from the old seniors in the field of scientific research for so many years are far less effective than the slap of their opponents directly?
Looking around the world, only a few companies such as Intel, Samsung, and ti can independently complete all processes of design, manufacturing, and packaging and testing.
Most chip companies choose to be a fables, that is, specialize in chip design. For example, Huawei, ZTE, MediaTek, Qualcomm...
The foundries responsible for OEM production are mainly TSMC, Grossfield, Lianhua Electronics, and SMIC...
China is a great country, and there is currently no enterprise with an idm model!
Take the most popular 5g terminal chips for example. There are only five companies in the world that are capable of making products. Huawei HiSilicon and Unigroup Zhanrui are ours, MediaTek is from Baodao. The other two are Qualcomm in the United States and Samsung in South Korea.
Thinking of this, Chen Feng asked, "How far is our level?"
"It's very far, far!" Bao Fan took a deep breath and said helplessly: "SMIC has now achieved mass production of the 28nm HKC platform, completed the development of 14nm finfet technology, customer import and mass production, and is conducting customer import of 12nm technology."
"Optimistically predicts that it can be upgraded to 7nm process in 22 years, and upgraded to 5nm process in the second half of 24 years..."
"Taipei Messenger has mass-produced 14nm in 15 years, and is now producing 5nm with all its strength..."
"The gap between the two is at least five years!"
Chen Feng shook his head. The field of technology is definitely slower and slower. Not to mention five years, even half a year, it will be the eternal separation of yin and yang.
"For SMIC, we must first take care of it, and then be rational. Listing on the Science and Technology Innovation Board is just a small step in the process of progress, and there is still a long way to go."
Bao Fan explained: "The chip industry has always followed the pace of Moore's Law to develop rapidly, and the process process has grown from microns to nanometers, and then from 90 nanometers and 65 nanometers to the current 7 nanometers and 5 nanometers..."
"After getting on this boat, you are sailing against the current, and if you don't advance, you will retreat!"
"Whether it is foundry or fables, it is a business that is walking on thin ice. Only by constantly investing resources and constantly upgrading can we avoid falling behind in the fierce pursuit. If we fall behind, it means being eliminated."
"Don't look at the chips made of sand..."
"Spending money, smashing people, smashing time, depending on luck!"
Chen Feng suddenly felt powerless. After the chip embargo broke out in 2018, many companies swear to use billions of chips, as if they were very courageous and determined.
In fact, let alone billions, even hundreds of billions, it is just a drop in the bucket for chip industry investment.
The R&D design of any 28nm chip starts at hundreds of millions. For example, Huawei's Kirin 980 has a R&D cost of US$300 million, and a 28nm process integrated circuit production line can't even think about it if it doesn't have US$5 billion.
Even if SMIC's listing raises tens of billions of funds, half of it will be gone if it only covers a 14nm wafer factory.
What's more, talents cannot be made of money.
The most thrilling thing is time.
Even if you are willing to spend money on chips, it does not mean that you will succeed. The key is whether you can stand up to time.
It's cold to be able to sit on the bench for ten years!
This is not a joke. The process from the beginning to the return is very long. Who can bear it if you burn money every day without any reward?
As long as you can't stand it and choose to give up, all your previous efforts will be wasted.
If the money invested will definitely produce results, you can invest with your teeth and invest. The key is that there are great risks.
If the flow failure fails, many companies cannot bear such losses at all, which may directly lead to bankruptcy.
Even if the chip is made, if the market does not recognize it, cannot be sold or the sales are not good, it will also mean huge economic losses, which may lead to a slump or even complete failure.
The difficulty of chips,
It's harder than climbing to the sky!
"So now, the chip companies with small achievements in China have all crawled out of the dead, which is worthy of everyone's admiration and more worthy of care."
Bao Fan said seriously: "It is these companies that carry the banner of Chinese chips and are moving forward with their heads."
Shen Feng nodded and went back to ask Li Nanjun to pay attention to this field and find some potential stocks to support it.
One day, sand gathers tower,
Why not be afraid of your opponent's use of evil moves!
"Recently, Samsung and TSMC officially started a contest at the 7nm node. Do you know who is sitting behind the scenes and watching the tiger fight?"
Bao Fan smiled and said, "Old otaku ibm!"
"Sneakyly plan a $3 billion project - 7nm and beyond. The first is to develop processes that can economically manufacture processes 7nm and below. The other is to find new materials and technologies to support the continued development of the first processes."
Shen Feng sighed, "It's worthy of being a giant, and it's worth 3 billion US dollars.
The key is that there is a place for others to smash it!
Chapter completed!