Chapter 694: 11.2 billion, 500 million per unit? The era of transition between the old and new gods!
Intel's head, Brian, frowned slightly and turned his gaze to Du Yuanjun, head of TSMC's Greater China region. After a moment's silence, he slowly spoke:
"Mr. Chen, I have a suggestion I'd like to discuss with you. Can Seiko Technology and ASML define their business scope? For example, we could assign EUV lithography machine orders to Seiko Technology, and DUV lithography machine orders to ASML?"
Behind these words lies Intel’s consideration of interests!
Two years ago, in order to support ASML's development of EUV lithography machines, Intel spent 4.1 billion US dollars and acquired a 15% stake.
Once Star Source Technology completely monopolizes the lithography machine market, this huge investment will be lost.
The consortium behind the company will never agree to it!
TSMC invested US$1.4 billion and Sanxing invested US$940 million. In addition to wanting to make profits from ASML, the more important thing is to lock in the priority supply rights of EUV lithography machines.
ASML did just that, selling the first batch of NXE 3300B lithography machines to Intel, TSMC and Samsung.
Brian obviously doesn't want this investment to go to waste!
"no!"
Chen Yansen's refusal was decisive and without any hesitation.
When a dish is served in front of you, why would you just take a bite?
Since Xingyuan Technology has the ability to swallow up the entire market, it should take it all, which would be satisfying.
Seeing Chen Yansen's firm attitude, Brian immediately gave Du Yuanjun a wink.
"Mr. Chen, how about a different approach? Divide the business by region, giving Asia, South America, and Africa to Star Source Technology, and Europe and the US to ASML?"
Du Yuanjun, who received the signal, hesitated and asked.
"no problem."
Chen Yansen looked at Du Yuanjun with a smile and agreed readily.
Brian and Du Yuanjun were instantly delighted, but their happiness barely lasted three seconds before Chen Yansen added, "However, I'm afraid Xingyuan Technology's previous commitment to only focus on high-end chip business will be rescinded."
Mr. Chen’s attitude is very clear: Xingyuan Technology has already made concessions, so don’t try to take advantage of both ends.
Either sacrifice ASML or go to war directly!
Brian's expression suddenly froze, and his brows twisted into knots.
On the one hand, there is a huge investment of 4.1 billion US dollars, and on the other hand, there is a full-scale war with Chinese companies in the fields of equipment and technology. The risks are difficult to estimate.
It's really hard for him to make a decision!
ASML Chairman Peter, who was standing by, felt a tightness in his chest.
Everyone present seemed to assume that ASML was bound to lose and were already prepared to sacrifice him.
He didn't expect that he didn't sit at the negotiation table, but at the dining table!
The color drained from Peter's face.
He suddenly looked up and said with great dissatisfaction, "The Dawn A220 is only one generation ahead of the NXE 3300B. Give ASML some time, and they can develop EUV equipment of the same level and guarantee that it will surpass the Dawn A220 in wafer processing efficiency."
"Well, I believe in ASML's R&D capabilities."
Chen Yansen was the first to respond. His tone sounded firm, but there was undisguised sarcasm hidden between the lines.
Who here doesn’t know ASML’s background?
The Wph value of the NXE 3300B, that is, the number of wafers that can be processed per hour, was only 20. It was not until the NXE 3400C launched five years later that it barely exceeded 100.
Even by 2026, ASML has not reached the processing efficiency threshold of 235 wafers per hour in the field of EUV lithography machines.
He really couldn't understand where Peter got the confidence to say such things?
Although in his eyes, the Dawn A220 was just a primary product, it was definitely a groundbreaking cutting-edge technological achievement in the semiconductor industry at that time.
What can ASML use to catch up?
Regarding this point, not only Chen Yansen could see it clearly, but the people in the room who had been immersed in the semiconductor industry for many years also knew it clearly.
Peter's words were just to fool outsiders and console himself, but he also wanted to trick these people in the industry as fools?
It's ridiculous!
Peter's face was embarrassed, but he was not stupid, so he naturally heard the sarcasm in Chen Yansen's words.
"Mr. Chen, ASML has been deeply involved in the lithography machine field for decades. Its supply chain and customer base are more solid than those of Star Technology. Why don't we both take a step back?"
Seeing this, Brian hurried to smooth things over.
After hearing this, Chen Yansen suddenly stood up and said, "War or cooperation? It's your choice. There are still two days left before the summit, which is plenty of time for you to consider it."
After saying that, he turned and walked towards the door.
Liang Jinsong took two quick steps and opened the door of the conference room for Chen Yansen.
He Boting and Liu Xunfeng exchanged glances and immediately nodded goodbye to everyone.
They are not simply influenced by Chen Yansen, but also because as leaders in China's semiconductor industry, they must act in the right manner and must not allow European and American companies to overshadow them!
Subsequently, representatives from more than a dozen companies including Tsinghua Unigroup, Huahong and Hucheng Microelectronics left the venue.
In the blink of an eye, the area where the representatives of Chinese semiconductor companies were originally sitting was cleared out, leaving only silence in the room.
"Fuck! The Chinese are too arrogant!"
Peter slammed the conference table and said angrily, "You've all seen it. With Chen Yansen's style of behavior, if he's not curbed sooner or later, the profits of the entire semiconductor industry will be wiped out!"
"I don't think there's anything wrong with it. The Dawn A220's performance is indeed powerful, and the rise of Star Source Technology doesn't mean no one wants ASML's lithography machines. More competition in the industry will definitely lead to fair competition."
GlobalFoundries CEO Sanjay smiled and shook his head, then jumped out to refute.
"How do you block them? By not providing Xingyuan Technology with supporting equipment and photoresist? Have you ever thought about whether the manufacturing difficulty of the photolithography machine is higher, or the technical difficulty of the oxidation furnace, plasma etcher, ion implanter, and photoresist?"
Huang Renxun, who didn't say a word the whole time, pushed his glasses, opened his hands, and said helplessly.
His words were like a bucket of cold water, instantly extinguishing some people's idea of "jointly exerting pressure."
If we really talk about technological barriers, the fact that Xingyuan Technology can produce EUV lithography machines does not necessarily mean that it cannot avoid the limitations of other equipment.
Huang Renxun paused for a few seconds and then continued, "If the two sides fall out, Chen Yansen will simply lift the sales restrictions on lithography machines. At that time, the losses for everyone will only be greater."
Brian frowned, constantly calculating the pros and cons in his mind.
In his opinion, Huang Renxun was right.
If Chen Yansen is really pushed into a corner and the other party sells EUV lithography machines all over the world, then not only will there be no profit from the equipment, but even the profits of the chip industry itself will be affected.
Thinking of this, he subconsciously looked at Peter, and an idea popped up in his mind: Instead of everyone making no money, it is better to sacrifice the interests of the ASML family, which is better than no one making any money.
Peter was thinking with his head down, and vaguely felt that someone was staring at him.
He suddenly raised his head, and his eyes met Brian's. His heart skipped a beat: Are you trying to push me out as a sacrifice?
The other side.
Chen Yansen walked in front, striding out of the meeting room with Liang Jinsong, He Boting, Liu Xunfeng and others.
"Mr. Chen, I've booked a private room on the Bund. You must come and see me!"
"Mr. Chen, I recorded the conversation in the conference room just now. I'll enjoy it when I get home!"
"Old Zhou, what's this bad habit of yours? You're even recording meetings!"
"Hey, I'm used to it!"
A group of bosses in the circle rushed to invite Chen Yansen to dinner. On the one hand, they wanted to take the opportunity to build closer relations, and on the other hand, Chen Yansen's performance just now really made everyone proud.
How many years!
This is the first time that China's semiconductor industry has been so tough!
Not only did he withstand the pressure from the head of Intel in person, but he also made the chairman of ASML lose face.
Although this matter had nothing to do with them directly, everyone inexplicably developed a sense of participation and felt full of pride.
"Mr. Chen, I have also booked a private room. I hope you will come."
He Boting from HiSilicon looked at Chen Yansen and said with a smile.
Chen Yansen looked at the crowd that had gathered around him, raised his hand and pressed it downwards, then politely declined, "I appreciate your kindness, but I'm afraid I don't have time today. Let's make an appointment for dinner another day, and I'll host."
Hearing this, everyone stopped forcing him and smiled as they made way for him.
Chen Yansen had just walked a short distance when he saw Lin Nan standing not far ahead, clutching a thick stack of documents in his hand, and explaining something to the assistant beside him with his head down.
The noise behind him made Lin Nan pause. He turned around and, upon seeing Chen Yansen, immediately said to his assistant, "We'll talk later." Then he trotted over and reported swiftly, "Boss, we signed 16 new orders today! The buyers include TSMC, Sanxing, Intel, SK Hynix, UMC, and Micron."
After listening to this, Chen Yansen couldn't help but spit in his heart: These people are so fucking interesting, they shout slogans loudly, but they are more active than anyone else in placing orders, and their bodies are very honest.
Chen Yansen raised an eyebrow, took the order details from Lin Nan, glanced at them quickly, and said with a chuckle, "Intel and TSMC are really quick. They were just bargaining with me in the conference room, and the next moment they delivered the order to my door."
Lin Nan also laughed: "Boss, this shows that they know better than anyone else that the Dawn A220 is the best choice right now."
Together with the previous 6 units, a total of 22 EUV lithography machines have been sold.
It may not seem like much, but the transaction volume is close to 1.8 billion US dollars.
The selling price of a Dawn A220 lithography machine is not low to begin with, and the cost of maintenance services and software upgrades is even higher, and all these supporting services are sold in a bundled model.
As long as you dare not buy these supporting services, Xingyuan Technology will immediately cut off all after-sales support and leave no room for negotiation.
Don’t think this is excessive!
Chen Yansen was just doing what ASML had done before.
"We will announce tomorrow that due to limited production capacity, Xingyuan Technology will stop accepting orders starting today."
Chen Yansen said after thinking for a moment.
He plans to complete the layout of his own production line first, and then gradually increase the shipment volume of lithography machines.
Moreover, the current price of Dawn A220 is only 70 million US dollars, which is still too cheap.
He plans to wait until the end of the year, make some minor optimizations to the equipment, change the model name, and then raise the price to US$90 million.
"Okay, boss." Lin Nan responded immediately.
at the same time.
In a private club on the other side of the ocean, the heads of institutions such as Blackstone, Vanguard, Fidelity Investments and Goldman Sachs Asset Management gathered together, some sipping iced whiskey, while others puffed on cigars.
"News came from Neuton and Peter that Chen Yansen's attitude is very tough. He is only willing to make certain concessions in the chip market, but he won't give an inch in the lithography machine field. He even wants to replace ASML."
Goldman Sachs Chairman Richard raised his glass and spoke in a calm tone.
"Will he be willing to give up some of his shares?"
Abigail of Fidelity Investments pressed on.
If Intel, ASML and TSMC are the players standing in the front, then Blackstone, Vanguard, Fidelity Investments and Goldman Sachs Asset Management are the biggest capital pushers who truly control the situation behind the scenes.
Through means such as proxy holding and subsidiary investment chains, these institutions hold shares in more than 90% of the world's companies.
"We haven't discussed this yet. After all, Chen Yansen is unwilling to suffer any loss in the definition of the lithography machine business scope."
Richard said, shrugging slightly.
"Bill, what do you think?"
Lawrence, the chairman of Blackstone Group, raised his hand and shook his wine glass, then asked the man next to him.
Bill is the CEO of Vanguard Foundation. He has been working in the business world for nearly forty years and just turned sixty this year. He holds a very important position in the North American financial circle.
He pondered for a moment and then said, "Chen Yansen is a businessman after all. As long as you offer the right bargaining chips, there's no one he can't win over. Don't always think of using tough measures. Things that can be solved with money are never a problem."
"But what if he doesn't agree?"
Lawrence took a sip of his wine and asked again.
"Doesn't Sunlink Capital own Mimo, Orange Mobile, KuaiGo, Pinbei, and Kuaipao in North America? Are all of these businesses compliant?"
Bill spoke slowly with some deep meaning in his words.
Dare not cooperate?
Then Sunlink Capital should go back to Asia!
Don’t even think about gaining a foothold in North America!
"Let Neuton continue to talk!"
Lawrence looked at Richard and gave the order slowly.
…
…
In the evening, Chen Yansen got out of Li Qingsong's Audi, looking calm as usual.
Building a lithography machine is like "forging a weapon," and negotiation is a means to maximize benefits.
No matter how sophisticated the weapons are, if they cannot be fully utilized, they will ultimately not be able to achieve more favorable results in the negotiations.
He is not in a hurry about this at all.
The summit will last until September 20, which is still two days away.
He wanted to see who would give up first in the end!
At the same time, news about the "2014 International Semiconductor Summit" and "Dawn's initial success with a transaction volume of 1.8 billion US dollars" were widely circulated both inside and outside the industry.
Netizens were also excited, commenting in the comment section: "Wow, it's only been a few days and 22 units have been sold!"
"This isn't some kind of industry exchange meeting, it's clearly a procurement conference for Xingyuan Technology!"
"1.8 billion US dollars, equivalent to 11.2 billion Chinese yuan! Holy crap, 500 million per unit!"
At this moment, the online doubts about the Dawn A220 disappeared instantly.
ASML has only sold 4 EUV lithography machines this year, while Seiko has sold 22. The two are completely incomparable.
On the other side, Ma Liyun led the senior management of Ali and appeared in front of the gate of the New York Stock Exchange.
(End of this chapter)
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