RBCT Chapter 1417 Do your best
Chapter 1417 Do your best
Chapter 1417 Do your best
Yi Ke faces challenges and Bing Xin encounters a crisis.
But considering Yike's size and Fangzhuo's years of success, even if the company only releases the news of project establishment, people from all over the country will flock to it.
The matter was discussed in the General Office from before the Spring Festival until May. With Fang Zhuo fully devoted to the ice core, the General Office finally voted to pass the project resolution by a narrow margin.
The project was named "Kunpeng", which means the transformation of Kun into Peng, which is consistent with some of the transformations the company is considering.
Fang Zhuo soon felt the enthusiasm from cities other than Beijing, Shanghai and Luzhou. The higher-ups were pushing for subsidies and there was a trend overseas. If a company like Yike got involved, it might be the 2.0 version of Bingxin's creation of urban industries.
But he tried to decline as politely as possible. If he couldn't decline, he would arrange for company executives to have a talk with him first. On the one hand, the market and supply chain were not mature enough. On the other hand, the company had just started the project. Although it had some technical reserves, it would still take time for the real systematic transformation and supplementation.
The goal of the "Kunpeng" project after the general office's resolution is also very clear. The initial focus is on research and development, and the subsequent assessment will be based on a comprehensive assessment of various factors.
Fang Zhuo can understand everyone's enthusiasm. No matter what, Yike will be a giant company, and the impact of this strategic change will be considerable.
But after dealing with all kinds of well-intentioned invitations, he still focused on the ice core matter.
When I was in Beijing before, although we talked about the overall situation, the shift of strategic focus, and the advanced technologies such as 28nm that should be guaranteed, Bingxin still has to do what it is supposed to do.
On June 6, Fang Zhuo once again inspected the construction of the joint venture factory with Xinyang after listening to Bingxin's research and development progress and the resolution of recent problems.
This time, he witnessed the launch of the verification platform accompanied by Xinyang Deputy General Manager Deng Yunxing.
From the joint venture to construction to equipment procurement and now, the commissioning of this ArF photoresist verification platform in Luzhou can be described as the speed of light. Many steps are carried out simultaneously, and the most core lithography machine is even the most advanced NXT:2000i except EUV.
Deng Yunxing is now in charge of this joint venture. He had heard the news from Bingxin before. He was confused when he heard that 2000i was going to enter the market. Although it was "just" DUV, ASML had not officially launched it to the market yet. How did it come about?
It was not until he actually saw the machine that he understood more of the story. It was obtained from SMIC.
Only then did Deng Yunxing realize that the saying in the underworld was not false.
Zhongxin Ice Core, we are of the same blood!
Although such machines are very valuable to SMIC, they were taken out before they even got warm to the market. This shows the close relationship between the two companies.
As long as Mr. Fang speaks, no one can shake the close relationship between the two companies, not even SMIC!
In addition to ASML's machines, Xinyang Luzhou Factory also purchased Nikon's NSR series lithography machines, which are also extremely advanced, but not surprising compared with the former.
The core equipment is gorgeous, and the equipment and systems for coating, developing, baking, cleaning, and environmental control are all the most advanced.
As far as Deng Yunxing knows, this is the only one of its kind in China.
He clearly felt the eager anticipation of Mr. Fang and Bing Xin, but...
Faced with Mr. Fang's inquiries, Deng Yunxing could only regretfully remain cautious.
"It's difficult for us to set a time. We can only do our best. Mr. Fang, ArF photoresist has extremely high requirements for material purity, stability, and resolution. We have to try it bit by bit."
"Even though Japan has benefited from long-term investment and industrial foundation, it sometimes takes several years to conduct customer verification."
"We... can only do our best."
Deng Yunxing said twice that he would do his best. If possible, he would certainly be willing to make a promise in front of Mr. Fang, but the reality really did not allow it.
Fang Zhuo was silent for a while, and only said three words: "I understand."
When Deng Yunxing heard this brief answer, he suddenly felt guilty and sad.
"But it's good to do your best. As long as you do your best, Bingxin, SMIC and I will continue to invest. In the past, Japan's monopoly in this area was largely due to the threshold of customer manufacturers." Fang Zhuo said calmly, "Now there is no such threshold, and the development situation is different."
In the past few years, Bingxin has organized a joint venture "Core Material" company for cooperative research among manufacturers in this field. However, at that time, its focus was on improving its own competitiveness, so it was naturally impossible to conduct customer verification with Core Material without any barriers.
Today, that stage has passed. What needs to be solved now is not competitiveness, but substitution regardless of cost. The points of contradiction are no longer the same.
In fact, as long as ArF photoresist makes a breakthrough, even if there are restrictions in this area, the room for negotiation will be different.
Fang Zhuo asked again: "Boss Deng, what do you think I can do to help you now?"
Deng Yunxing felt that Mr. Fang had already done a lot, with sufficient equipment, policies, and funds, but this kind of research and development could not be rushed.
He said earnestly: "Mr. Fang, we have done what we should do. There is nothing else to do. We will see the progress of research and development and verification in the future. Core Materials has achieved a lot in the past two years. We will continue to move forward on this basis."
Fang Zhuo understood what Mr. Deng meant, but he still asked in a vain way: "What if we can poach some of the team from JSR and TOK?"
JSR and TOK are the leading photoresist manufacturers in Japan.
Deng Yunxing was about to speak when he suddenly said, "Well... if that's the case, it will definitely be beneficial."
He wanted to say the effect of individual R&D personnel, but suddenly realized that it was the word "part of the team".
Then he added: “It may be difficult to poach people from JSR and TOK.”
Fang Zhuo frowned and nodded: "Let's give it a try. If we can dig it up, that's the best. If not, that's fine. It's a pity that my relationship with my Japanese friend was pretty good a few years ago, but it's a little off now."
Deng Yunxing probably understood what Mr. Fang was referring to. Yike Optoelectronics's seizure of Sony had caused an uproar in public opinion there. In addition, manufacturers such as JSR and TOK were also very cautious and could not just poach companies as they pleased.
Fang Zhuo ended the topic and thought about the situation in Singapore. In order to circumvent restrictions, the people who were poached from Nikon were staying there. If things continued like this, the scale of the business there would probably get bigger and bigger.
However, although the United States has imposed restrictions, different countries do not all agree on the same thing. Everyone makes things to make money.
For example, the Netherlands was very proactive in selling the 2000i to SMIC and then borrowing it.
The market is already niche, and the behavior of alienating oneself from customers is not very marketable.
"It's a difficult task, but we still have to keep doing it. Mr. Deng, don't worry. Even if the sky falls, there are tall people to hold it up." Fang Zhuo ended this inspection and remained calm.
It’s not the first day we’ve known about these problems. It’s just that the priorities vary in different situations. We’ve already gone through the process research and development of Bingxin, so as long as there’s progress, that’s good enough.
……
The problems in the semiconductor industry are trivial and difficult, and many times they are not just a matter of spending money.
But in the Internet industry, spending money often pays off very quickly.
After Uber ended its competition, the prediction made by its vice president before leaving China came true. Didi, led by Penguin Investment, announced a reduction in subsidies, and there were reports that Didi was considering accepting investment from Alibaba.
In the future, the merger of Kuaidi and Didi may not be ruled out.
Two years of unprecedented money-burning subsidies have finally made people tired.
First it was Duji, then Uber, and now it’s Penguin. It certainly has good traffic, but like Duji, it is also competing with electronic payment this time.
Although Penguin has upgraded the "Penguin Wallet", the mobile travel payment scenario is increasingly showing a siphon effect, and it really cannot attract more than Alipay and Yifuzhi.
Although both of them are burning money on subsidies, the conversion efficiency of Didi, which is invested by Penguin, is getting lower and lower, while the other two companies are even stronger.
How is this still playing?
Penguin has all but admitted defeat in this area.
This latest development made the winner very excited.
Although the acquisition has not yet started, Kuaidi has already started contact with the other party at the instruction of Alibaba.
At the same time, Alibaba’s head Ma Dian also passionately commented on his rivals over the years at the mid-year Zhejiang Business Conference.
“These are challenging times, and development is really changing with each passing day.”
"Three years ago, could you have imagined that Duji would be in this situation today? What did it do wrong? At that time, some people also said that it did not pay attention to user experience, but could you have imagined that it would be caught in a weak spot and attacked because of this?"
"The transition from computers to mobile devices is a transition full of opportunities and traps. DuJi failed to optimize itself and also fell into the trap."
"What about Penguin? I think there are some problems with its strategic model. It used to want to control everything. Yike is much smarter. It knows how to restrain and share."
Ma Dian paused and continued, "However, even a strong company like Yike is facing severe challenges now."
"I mentioned transformation and upgrading today because we need to complete the work of transformation and upgrading before the challenges come. Otherwise, we will be at a loss when the time comes."
"I have always believed that the three major drivers of domestic demand are two horses and one ox. Exports are the horse carriage, investment is the horse carriage, but domestic demand is definitely the ox carriage."
"We need to use ideas to open up domestic demand and stimulate consumption. This is the role and opportunity of our enterprises."
"Internet+ is now a fashionable term. It is a weapon for the development of the new era."
The head of Alibaba shared his views, and along with his thinking, the entire group is indeed running wild on Internet+ and transformation and upgrading.
(End of this chapter)