Chapter 619 Fab War, TSMC Tragedy
"Mad, can you still play like this!"
"If you don't talk about martial ethics, you really don't talk about martial ethics."
"We all proceed in normal iteration order, 28 nanometers-20 nanometers-16 nanometers-10 nanometers, normal. Samsung directly 28 nanometers-14 nanometers! It is directly ahead of our TSMC!"
"The most troublesome thing is that we know that Samsung is 14 nanometers ahead of our 20 nanometers, and Samsung also knows that. But ordinary users don't think so."
"Yes, ordinary users think that Samsung's 14-nanometer leads our TSMC's 20-nanometer generation and our 16-nanometer generation!"
"What a fucking sixth, Samsung's animal."
"The most important thing is that our 16-nanometer mass production is too slow, and we will have to be mass-produced in the second half of next year. Samsung's 14-nanometer mass production will be half a year earlier than us. In this way, Apple's next-generation A9 chip orders may be snatched away by Samsung!"
"Oh, this is a big problem. TSMC's 20nm and Samsung's 14nm, Apple will definitely choose Samsung."
"It's not just Apple's choice of Samsung, I guess Qualcomm wants to choose Samsung. It's just that Samsung's 14-nanometer production capacity is insufficient, so they will choose our TSMC's 20-nanometer foundry Snapdragon 810."
"Apple is just an ungrateful wolf. In order to produce A8 for Apple this year, we gave all 20-nanometer production capacity to Apple. Qualcomm's Snapdragon 810 orders were forced to line up until next year. But what about Apple? Seeing Samsung's 14-nanometer breakthrough, I'm afraid that all the A9 orders will be given to Samsung soon!"
"It's really a waste of raising a wolf, I can't get it well!"
The senior executives were cursing and angry:
"If there are many orders for Qualcomm Snapdragon 810, it's OK. Even if you can't grab the A9 order next year, you can still produce a 20-nanometer Snapdragon 810 in bulk!"
"What's so bad is that Qualcomm's Snapdragon 810 was severely impacted by Xingyi Technology's Kunpeng chip, and there is a high possibility of overturning, and there are not many orders at all."
"In this way, if you can't get the A9 order, there are not many orders for Snapdragon 810, then we, TSMC, will drink the northwest wind next year!"
Hearing this, Lao Zhang was sweating profusely.
This year, TSMC has goddess Apple A8 and spare tires such as Qualcomm 801. There is no problem with a little pressure, and the order is enough.
But next year, not only will the goddess Apple A9 run away with the stinky brat of Samsung, but Qualcomm's spare tire is not supported, so what's the end?
Then will TSMC drink the northwest wind next year?
Lao Zhang panicked: "Where is Huawei? Will they have new chips next year?"
"Chairman, Huawei will definitely have new chips next year, but the problem is that Huawei's chip orders have given up on our TSMC this year and turned to Xingyi Semiconductor, which adopts Xingyi Semiconductor's 28-nanometer process. Next year's chip orders will probably be given to Xingyi Semiconductor!"
Lao Zhang's mouth twitched: "..."
"Even Huawei has turned against me, isn't TSMC finished?"
"Even if our 16-nanometer process is put into production in the second half of next year, who else can use it?"
"This..." Everyone in the room was silent, and the expression on their faces was extremely solemn.
Sometimes, if you slow down one step, you will lose all the game, let alone half a year later!
This is too passive for TSMC.
"No, we can't sit still and wait for death, we must actively strive for it."
Lao Zhang slapped the table suddenly and said seriously: "The marketing department, all of them will be dispatched. Huawei, the marketing director led the team and told President Yu that the 16-nanometer process for them in the second half of next year will be used for mass production in August!"
"Okay, I guess Huawei cannot refuse such a price. After all, it has a 16-nanometer process, which is two generations stronger than the 28-nanometer of Xingyi Semiconductor."
"Yes, the 16-nanometer process will definitely win Huawei's flagship chips in the second half of next year, but this one alone is not enough."
Lao Zhang nodded: "So, Qualcomm has to go there too. In this way, the vice president leads the team to Qualcomm and must win the order for Qualcomm Snapdragon 820 and use TSMC's 16-nanometer process for mass production."
"As for Apple, you can't give up. You have to send a vice president. Don't go too much, at least win one-third of the order for Apple's A9 chip next year!"
Another vice president nodded: "Since Apple encountered a supply crisis that year, it has always liked dual supply chains to ensure stability in supply. Even if the Apple A9 processor next year will use Samsung's 14-nanometer process, as long as the price we give is in place, there is hope to regain some orders."
"Yes, Apple is so large that Samsung can't afford it. And as a competitor, can Apple give all its chips to Samsung? This is our opportunity."
"Yes, there is no need to be too many. Even if there are only one-third of the orders and 40 million, it will allow us to survive next year's crisis."
Lao Zhang nodded: "That's what you do, you will do your own job and you can't have any problems."
"yes."
Lao Zhang looked around everyone and changed the subject: "Samsung, the sixth brother, make us TSMC so passive!"
The vice president also looked angry: "Samsung is so damn. But I don't understand. Samsung, which has always been behind, can't even understand 20 nanometers. Why can it suddenly be able to handle 14 nanometers? It will be mass production at the end of the year?"
Others also spoke:
"Yes, I also wondered about this problem. Samsung's 14-nanometer mass production at the end of the year means that Samsung's 14-nanometer process has been successfully trial production at present, but the yield rate is not high, and it is also necessary to continuously improve the yield rate before mass production."
"The problem is, we haven't even finished 20 nanometers. How could Samsung overtake on the curve and test production of 14 nanometers? Is it a cheat?"
"That's right, we can't handle 16 nanometers, how can they handle 14 nanometers? Where did the technology come from this Lao Liu?"
"It goes without saying that it must be Lao Liang! Without Lao Liang, Samsung is bullshit. With Lao Liang, I have made 14 nanometers, which is one generation ahead of us!"
Lao Zhang said viciously, his fists clenched, and he gritted his teeth with hatred.
"Old Liang, FinFET technology!"
"So that's it." Everyone suddenly realized:
"The FinFET process is the key to whether it can break through the process process below 20 nanometers. FinFET was invented by Mr. Hu, the teacher of Mr. Liang. Mr. Liang is not only familiar with him, but also made outstanding contributions!"
"Yes, with Lao Liang here, it would be normal for Samsung to break through the 14-nanometer process."
Lao Zhang sighed: "The FinFET process is the core of 14/16 nanometers. If you can solve the FinFET process, it will have a bright future. It focuses on high-end OEM and makes money. If it cannot be solved, it will only struggle in the fields of 28nm and 20nm, and will only be abandoned by the times!"
Hearing this, everyone nodded:
"Yes, our 20nm will only be mass-produced in April this year. It is logical that it should be the world's most advanced technology. Customers such as Apple, Qualcomm, and Huawei are all requesting it and actively delivering orders. But because Samsung will mass-produce 14nm chips by the end of the year, our 20nm process is directly behind! Several major customers have abandoned us, it's really damn!"
"There is no way, the competition in the semiconductor field is so cruel. I just didn't expect that after Lao Liang joined Samsung, Samsung made such a big progress."
"I would say something I don't like to hear. If I had known today, why should I have to be there in the past!"
"If you force Lao Liang away and force him to go to Samsung, let alone 14 nanometers, Samsung won't even understand 20 nanometers."
"That's right, if Lao Liang is still at TSMC and mass-produces 14-nanometer process by the end of the year, it will be ours!"
"With him here, our 16 nanometers don't have to wait until the second half of next year, and it will be enough by the end of this year. But unfortunately..."
"Let a great help and become an enemy is the biggest mistake we make."
...
Everyone talked and regretted it.
However, Lao Zhang's expression became extremely ugly, and he wanted to curse himself even more.
The responsibility lies with him, the chairman of TSMC.
Before, Lao Zhang abdicated, but it is said that the position of the head of TSMC should be passed on to Mr. Liang, who has made great contributions to TSMC!
But Lao Zhang just likes to be loyal to his own temper and Mr. Liang's mortal enemy Lao Jiang.
He passed the position of president of TSMC to Lao Chiang, and even lowered the Liang Lao to the open and secretly, and put the underworld.
How could Mr. Liang stand this anger?
When Samsung saw the opportunity came, she quickly extended an olive branch and invited Mr. Liang to go to Bangzi Country.
In 2009, Mr. Liang officially resigned and left TSMC.
At first, there was a restriction on competition. Mr. Liang did not openly join Samsung Semiconductor, but entered a university in Bangziguo to evade the restriction on competition, but in fact...
Later, Mr. Liang officially joined Samsung!
Lao Zhang was furious and sued Mr. Liang in 2011 and Samsung, believing that Mr. Liang helped Samsung handle the 28-nanometer process during the competition period.
In August last year, the first instance verdict was found to lose the case and compensate TSMC for NT$5 million, and prohibited the provision of services to Samsung before December 31, 2015.
But Mr. Liang was dissatisfied with the first-instance judgment and began to appeal.
TSMC is also actively responding.
Originally, Lao Zhang would not be too anxious to jump over the wall at this time.
It would be nothing to let Mr. Liang go to Samsung until the end of 2015. Anyway, Samsung is far behind TSMC and will not be able to catch up with TSMC in the short term.
But who would have thought that Old Mrs. Liang could do anything!
Not only did it make a difference, it also exploded TSMC, surpassing TSMC!
It even let Samsung take away a large number of TSMC's orders with the help of the 14-nanometer process.
Now, Lao Zhang couldn't bear it anymore.
Especially those waste subordinates are still sighing and pointing at the mulberry and scolding!
Are you crazy?
I, Lao Zhang, don’t want to be faced?
Even if I did something wrong, it wasn't my fault!
Can you admit it?
joke!
Lao Zhang shouted sternly: "Hmph! What's the point of saying this now?"
"Lao Liang is just an ungrateful wolf who is not familiar with him. TSMC has trained him, but he has helped Samsung and surpassed us TSMC!"
"He's a traitor!"
"Big traitor!"
"It's our TSMC enemy!"
"The biggest enemy!"
"I, Zhang, are here to express my opinion. As long as I, Zhang, are in this circle for one day, Lao Liang will not think about having a good time!"
"Collection of evidence for me as soon as possible. I will sue Lao Liang again for violating the competition agreement. Prosecuting Samsung to plagiarize our TSMC core technology! I will make them unable to turn over in the second trial!"
"This..." Everyone was silent.
Many people are old friends who have worked hard with Mr. Liang, and they don’t want to do things too well.
Lao Zhang's expression was even more ugly: "What? My words are not working anymore?"
"Yes! Let's make arrangements!"
A quick-responsive subordinate spoke quickly.
"Yes, let's act now!" Others also spoke in line.
Lao Zhang nodded: "If you act separately, go to Apple, Qualcomm, and Huawei, go immediately. If you should collect evidence, collect evidence, and if you should prosecute Lao Liang and Samsung, go and sue!"
"Yes!" everyone responded and took action.
I understand in my heart that the chairman is anxious!
Samsung semiconductor, which was originally far behind TSMC, suddenly surpassed the generation of TSMC and snatched a large number of orders, causing TSMC to encounter a fatal crisis!
Of course Lao Zhang couldn't bear it!
Soon, all the senior executives of TSMC were dispatched to perform their duties.
Wang Yi did not sit idly by and watch this.
On the contrary, he also came to the R&D headquarters of Xingyi B1 wafer factory and found Mr. Hu:
"Old Hu, Samsung is moving fast enough. TSMC has not yet mass-produced 20nm chips. Samsung will launch 14nm chips by the end of the year, which is really fast!"
This node, which is similar to the rhythm of the previous life, directly exploded TSMC!
Leading TSMC a whole generation!
Mr. Hu smiled and said, "Yes, Xiaoliang's strength is still very good. He is also clear-headed, and he actually skipped 20 nanometers and directly made 14 nanometers, and overtook the curve."
"Chairman, when you said Samsung was developing across generations, I was a little surprised. I didn't expect Samsung to do this."
"And they did a good job of keeping confidentiality, and TSMC knew nothing about it."
Wang Yi nodded: "Samsung is still very capable. If TSMC knows this, it will probably give up 20 nanometers and 16 nanometers."
"Indeed, this time, TSMC will suffer heavy losses. I guess they will lose Apple's A9 order." Mr. Hu said meaningfully.
Wang Yi nodded: "The possibility is very high. Once TSMC loses the order for A9, Qualcomm's Snapdragon 810 will have another 20nm process next year. If TSMC goes into production in the second half of next year, it will grab Huawei's orders."
"This year, Huawei's chip orders were given to us, using our 28nm process to produce them for Huawei. But if TSMC gives Huawei a 16nm process next year, the result will be hard to say."
Mr. Hu understood Wang Yi's words.
Xingyi Technology has 28 nanometers and TSMC has 20 nanometers. Huawei can tolerate it and continue to use Xingyi Technology's 28 nanometers.
But if TSMC has 16 nanometers and Xingyi Technology is still 28 nanometers, and it is two generations away, Huawei will not be able to bear it.
This is not a good thing for Xingyi Technology.
Mr. Hu laughed: "It's okay, Samsung's 14-nanometer production will be mass-produced by the end of the year, which is around January next year. TSMC's 16-nanometer is estimated to be around August in the second half of the year, which is around August. And our Xingyi Semiconductor's 14-nanometer process may be a little slower than Samsung, but it is definitely much faster than TSMC!"
Upon hearing this, Wang Yixiu raised his eyebrows: "I will feel relieved with you!"
Next year, Xingyi Semiconductor will also produce 14-nanometer chips, so Huawei's orders will not be able to escape.
"Old Hu, how far has our 14-nanometer process been progressing now?" Wang Yi couldn't help asking.
Mr. Hu frowned: "The progress is not good."
“The yield rate is too low.”
“???”
Wang Yi was stunned by it, and then he was very happy: "Has it been done?"
I thought it would take the second half of the year to make it, and it would take the second half of next year to improve the yield rate to the qualified level.
But I didn't want to do it now!
Wouldn't that mean that 14-nanometer mass production will be possible in the first half of next year?
Wang Yi was completely excited.
Mr. Hu sighed: "It's done."
"But the yield rate is too low, only 10%!"
"There are still many problems. It takes nearly a year to increase the yield rate to 85%!"
"Okay, great!" Wang Yi was overjoyed: "That is to say, around February next year, the energy will be produced 14 nanometers? Is it possible that it will even surpass Samsung?"
Samsung said that mass production by the end of the year is likely to be in January next year.
Mr. Hu said that February of the year is likely to be January next year, or even the end of this year.
Wang Yi knew that Mr. Hu's standards have always been very high, extremely strict, and the yield rate is too high.
In fact, the yield rate of 14 nanometers is 85%, even 75% is energy-producing!
What’s wrong with this cutting-edge process, the yield rate is lower? At most, the cost is higher and the chip price increases a little.
All are small problems!
"It depends on the situation." Mr. Hu said calmly.
Wang Yi was very calm, and Mr. Hu said that depending on the situation, then this matter would be stable.
Maybe I really run ahead of Samsung and mass-produce 14-nanometer chips in advance!
This is fun!
"Old Mr. Hu, I don't have to worry about this matter with you!" Wang Yi was overjoyed.
I really found a treasure.
In the 40nm stage and 28nm stage, Xingyi Semiconductor is in a backward position and is catching up.
But in the 14-nanometer field, Xingyi Technology will also overtake like Samsung.
But then, TSMC will be scrapped.
From the eldest brother to the third brother!
This is really fun.
Of course, Samsung is also fun.
Wang Yi knew that Samsung's 14 nanometers were considered premature babies, which was far inferior to TSMC's 16 nanometers.
It is precisely because of this that the A9 processors in the previous life of iPhone 6S series appeared.
In the past life, iPhone 6s and 6s Plus sold 120 million units, and it was about 90 million in stock in the first year.
Originally, it was a big order of 90 million chips. Apple thought that Samsung's 14nm was more mature, and it would produce energy in January, and planned to give Samsung's 14nm process 60 million.
The remaining 30 million are given to TSMC's 16-nanometer process that will only be mass-produced in the second half of the year.
Before the 6S series was launched, everyone thought that Samsung's 14-nanometer chip would definitely crush TSMC's 16-nanometer chips, and consumers also wanted to buy the Samsung version of 6S.
But I didn’t expect that after it was actually launched, Samsung’s 14-nanometer failed!
Compared with TSMC's 16-nanometer chip, the performance is 30% worse!
Users who originally bought the Samsung iPhone 6s only felt that the sky was falling.
The remaining users also strongly demanded to purchase the TSMC version, and users of Samsung chips were also thinking about protecting their rights and returning them.
This incident caused a lot of controversy, making Apple very passive.
The subsequent chip orders also changed the proportion and handed over a large amount of 16 nanometers to TSMC, reducing Samsung's 14 nanometer orders.
There is no way, Samsung's 14 nanometers are too unsatisfactory.
This is the hot chip foundry door.
But this time, will it still happen like this?
Wang Yi couldn't help but fall into deep thought.
Will it be?
Probably not!
Apple's chip orders this year will probably be handed over to Samsung!
If so, it would be fun.
Thinking of this, Wang Yi laughed heartily.
"???" The old man Hu on the opposite side looked confused: "Dr. Wang, what's wrong with you?"
Wang Yi came back to his senses: "It's okay, Mr. Hu, do your best to make our 14-nanometer chips, don't worry, the next semiconductor circle will be extremely exciting. Hahaha."
Afterwards, Wang Yi called Zhu Changlin and explained some things.
Zhu Changlin was overjoyed and quickly contacted Huawei Lao Yu:
"Mr. Yu, are we still satisfied with our cooperation this year?"
"Satisfied, of course I am satisfied. The Kirin 910 you made for us has a very high yield rate, stable performance, and very powerful!" Lao Yu praised it endlessly.
Originally, the Kirin 910 OEM was replaced by TSMC to Xingyi Technology, and Lao Yu and Huawei both had the gambling elements.
I'm even worried that it will be overturned.
But now the Kirin 910 has been delivered several batches, not only has it not failed, but it is also amazing, so amazing.
It completely exceeded Huawei's expectations!
"Don't worry, we will give you mass production in Qilin 920, Qilin 925, Qilin 928."
Zhu Changlin smiled and said: "Next, we will continue to deliver new wafer fabs and continuously improve production capacity, which is not a problem."
"That's great."
"By the way, Mr. Yu, your chips in the second half of next year should have a major upgrade, right? In terms of process and process?"
"Yes, we plan to launch the Kirin 950 in the second half of next year to upgrade it comprehensively. But with the process, it may not be 28 nanometers."
Lao Yu said: "You also know that this year's Apple A8 is 20 nanometers, and next year's Apple A9 is probably 14 nanometers from Samsung. Even Qualcomm's Snapdragon 810 is TSMC's 20 nanometers. Our Kirin 950..."
"How about using 14 nanometers?" Zhu Changlin said with a smile.
"14 nanometers?" Old Yu was stunned, and thought a lot in an instant, and the expression on his face became incredible:
"Xingyi Semiconductor will also cross the 20-nanometer process and directly adopt the 14-nanometer process? And will it be energy production in the second half of next year?"
Zhu Changlin smiled: "Next year, energy production will definitely be 14 nanometers, but it may not be the second half of the year, and it is also possible in the first half of the year. Even if you have research and development, we will use the most advanced 14-nanometer process to produce the Kirin 950 for you, and the quantity will be large and full!"
"This is great!" Old Yu was in a good mood:
"Dr. Wang, you are really amazing and are our role models for Huawei to learn from. In this way, in addition to this year's Kirin 920/925/928, we will also launch Kirin 620, Kirin 930, and Kirin 935 in the first half of next year, all of which are 28-nanometer processes, and all are handed over to Xingyi Semiconductor for foundry. There is also Kirin 950 with 16-nanometers in the second half of next year!"
"No problem." Zhu Changlin responded with a smile.
I understand in my heart that this time, Huawei HiSilicon will turn to Xingyi Semiconductor in full.
As expected, all Huawei's subsequent chip orders will be handed over to Xingyi Technology for OEM.
In this way, TSMC has lost one more major customer.
Sure enough, the marketing director of TSMC came to Huawei to talk about next year's orders. He was warmly treated, but he did not win the order.
Typical etiquette treat each other and send them away with gifts.
This made the director of TSMC very angry, but he was helpless.
On the other hand, TSMC Vice President Bei Chengqi came to Apple's headquarters to discuss the chip order for Apple's A9 next year.
However, unexpectedly, he was also turned away.
Not only did Cook not see the figure, but also the director of the chip department.
Only an ordinary management team was arranged to play Tai Chi with Bei Chengqi.
Bei Chengqi immediately reported this situation to Lao Zhang:
"Chairman, Apple's attitude is not right. I have been here for several days and the other party is very perfunctory. I begged to see Mr. Cook and have been turned away!"
Chapter completed!