Chapter 298 Who Made a Strategic Misjudgment?
Many old Chinese companies are the kind of people who will not give up until they reach their goal, and they have always been yearning for the slogans of Xida.

Even though Xi’an University has made many achievements in the fields of lithography machines, graphics cards, and chip foundry in the past, everyone thinks that I am not Huawei and nothing can happen to me.

This fantasy reached its peak when Xiaomi was blacklisted and then got out of the blacklist through legal proceedings.

Everyone thinks that Huawei was targeted because it was not disciplined and was caught with something wrong. As long as they operated within the norms of Xi'an University, they would not have been treated the same way.

The White House's actions this time have completely shattered their fantasies. If they were not afraid that overly drastic measures would lead to the entire Chinese market being handed over to Huawei, they would not even want to sell Qualcomm chips to Chinese mobile phone manufacturers.

There is no shortage of capital behind these Chinese mobile phone manufacturers from Wall Street, London and Singapore, but you are still not one of them.

After OPPO made the public statement, other mobile phone manufacturers quickly followed suit and announced their own self-developed chip plans.

The past 20 years of smartphone boom have also seen a boom in chip design. Kirin, Zheku, Lianke and even Qualcomm have all cultivated a large number of engineers in the chip design industry.

If everyone shares it, there will be enough.

However, it is unrealistic to achieve the same speed as OPPO.

After all, OPPO's butterfly chip is ready-made, and even the tape-out has been completed in the past. This time it is nothing more than going through the tape-out again and then it can be mass-produced.

"Brother, this is not something I can decide. Xiaomi is a listed company with tens of thousands of employees. This involves confidentiality. If the news is leaked in advance, America will adopt a new strategy, which will be even more difficult.

Therefore, the news that traditional chip production capacity has surpassed 3nm was not notified to you in a timely manner.

But don't worry, I will definitely arrange an expedited channel for Xiaomi. As long as your architecture diagram is out, we will definitely help you be the first to conduct testing and subsequent tape-out." Chen Yuanguang made a big promise on the phone.

He is totally capable of doing this.

Lei Jun on the other end of the phone felt a little relieved. The reason he couldn't get the first place was because he gave up the Surge chip that year, but he had to fight for the second place.

If you add some adjectives at that time, won’t you become the number one?

For example, China’s first self-developed mobile phone chip after the launch of the chip screen.

Lei Jun thinks this kind of game of public opinion is too easy.

Lei Jun didn't sound aggressive on the phone, he just asked the question in passing when talking about this topic.

Chen Yuanguang's answer was similar to what Lei Jun expected, because Huawei was not selected for this plan, and a startup company making graphics cards was only qualified to participate after being acquired. This is enough to show the confidentiality of the entire plan.

“When will the production capacity of topological semimetals be restored? I expect that if we ignore the patent wall built by Sumitomo Chemical and Dow Chemical, and with the full cooperation of upstream manufacturers, it is expected to be restored by the end of next year.

In addition, the yield rate in the early stage will definitely be very limited, and the yield rate will gradually return to normal later.

Let me give you a suggestion. Didn’t you make a Pengpai S1 before?
I remember that the main problems at that time were poor performance, power consumption and network performance. I suggested that you could optimize the chip from the architectural level.

First, create a competitive product, and then use this product to maintain Xiaomi's competitiveness and presence in overseas markets.

For you, it is also a process of training the team.

Moreover, Qualcomm will not supply chips to Xiaomi in the future, not just in the high-end market, but also in the low, medium and high-end markets. Xiaomi will eventually have to embark on the path of full self-development." Chen Yuanguang reminded.

Lei Jun smiled bitterly and said, "That's easy for you to say. Pengpai S1 is almost a product from ten years ago. In a sense, even if we want to dig it out from the knowledge base, re-read the architecture and then reproduce it, the difficulty is probably no less than redesigning it.

And to be honest, this is not Xiaomi's own research and development at all. 90% of this chip was developed by Datang Telecom. We just did a little bit of work at most."

Tiny work? No work at all.

Later, netizens also dug out that the power chip of Xiaomi Pengpai P1 was purchased from Nanxin Technology. However, Nanxin officials later refuted the rumor and said that it was not true.

This gave Lei Jun a new idea, which is why we have to develop everything ourselves?
Isn't this a waste of resources?

OPPO, VIVO, Xiaomi and Honor, the four leading mobile phone manufacturers, all develop their own products. In the past, there were only two Android chip manufacturers in the market: Qualcomm and MediaTek.

Now there are four companies, which is a huge waste of resources.

"Yuan Guang, you have reminded me. I plan to talk to Honor and Blue-Green Factory as soon as possible. I think the four of us should jointly establish a chip design company.

This company is responsible for designing chips for smartphones.

It's not just mobile phone SoCs, it can also design chips for new energy vehicles.

My goal is to make it the Qualcomm of China.

Would Guangjia Aerospace like to invest in it?"

The last sentence is the purpose.

Lei Jun knew very well that with his prestige, it would be no problem for him to accomplish this matter, but it was hard to say how much benefit Xiaomi could gain from it.

Because his most important purpose was to get his hands on the Green Factory's butterfly chip.

If Xiaomi fails to launch high-end chips, it means that the entire overseas high-end market will be handed over to Apple, Samsung and OPPO in the next year or so.

This period of time is enough for Xiaomi to catch up with the advantages it has built up in overseas markets.

At Dongda, Huawei’s high-end flagship disappeared for more than two years, and when it came back, everything had changed.

Xiaomi's brand loyalty in overseas markets is far inferior to Huawei's.

Therefore, Lei Jun hopes to use the chips from the Green Factory directly, and what’s yours is mine.

A joint venture chip design company was established, and everyone invested in it through capital. Not only did the Green Factory have to pay, it also had to provide the Butterfly chip for everyone to share.

Lei Jun knows the importance of the time window, don’t OPPO’s executives know it?
For OPPO, why should it share the cake with Xiaomi?
If it weren't for Chen Yuanguang, OPPO would never have agreed to this.

Chen Yuanguang did not understand this meaning. He thought Lei Jun mentioned this because as an upstream technology manufacturer, Guangjia Aerospace hoped that Guangjia Aerospace could play a central role in regulation.

Therefore, Chen Yuanguang felt that it was entirely possible. Since Guangjia Aerospace acquired BiRen Technology and Maolai Optics successively, they could open a separate semiconductor business group.

"I think it's okay. You can discuss the details with Lin Jia, including the shares and the amount of investment."

With Chen Yuanguang's nod, Lei Jun felt reassured. The next step was to discuss with Honor executives to see how to force OPPO to share its technology. As for Huawei, Huawei would not give Kirin to Xiaomi.

Lei Jun never thought about it.

It's very simple. The price that Huawei sells is something that Xiaomi cannot possibly sell using the same chip. It would be a lose-lose situation for Huawei to authorize Xiaomi.

The White House, thousands of miles away, was packed with people. It was hard for everyone to believe that the University of Tokyo had mastered chip technology in just half a month.

On the table was a Longyin graphics card with a Hua Guolong printed on it. The red and black interwoven appearance looked out of place in the dark-toned conference room.

"According to the analysis reports from TSMC, ASML and Nikon, Longyin did not use any known lithography machine from any party, and it did achieve the 6nm process.

Everything Lin said at the press conference was true.

We don't know exactly how this is done yet.

Three years ago, the chip size of Kirin 9000s was 107 square millimeters, which is 9000% larger than that of Kirin 2. From the identification features on the chip, we can clearly see that it is SMIC's process.

Unfortunately, this time, Longyin was not even manufactured by the well-known SMIC, which means that Dongda has built a sufficiently advanced wafer fab.

SMIC is not even qualified to participate in this wafer factory.

SMIC, the core participant in the last topological semimetal chip project, was eliminated from the plan this time. From this perspective, we can see that the speed at which Southeast University cultivates talents in the field of chip foundry has far exceeded our imagination.

Take 4v as an example. Since TSMC’s high-end production capacity moved away, with the official support of 4v, MediaTek has tried to help 4v rebuild its high-end production capacity. They purchased the most advanced lithography machines from ASML, but UMC’s 7nm production capacity has not been officially successfully taped out until today.

At least we can be clear about one thing, that the University of Tokyo has caught up in terms of technology.

In addition, our Kirin 9000s is more advanced than 14nm, but it is still not a true 7nm process, it just has 7nm characteristics.

But this time, through additional measurements of Longyin's key dimensions, including logic gate spacing, fin spacing, and lower back-end process metallization spacing, TSMC and Intel both gave very clear conclusions that the chip has full 6nm characteristics.

According to the news on the social media of Dongda, the Longyin series chips were shipped from Mianyang, Sichuan Province, and Wright is in Mianyang, which is the most famous military-related R&D base of Dongda. After the Shudu Consulate was withdrawn, it has been difficult for us to get news from there. "

When talking about Wright, a close-up photo of Chen Yuanguang appeared on the screen in the conference room, and it was even cleverly photoshopped into black and white.

"We used our people at Dongda to do everything we could to get information, and we got a message from the OPPO engineer responsible for the butterfly chip.

Butterfly is a 3nm mobile phone chip that OPPO successfully produced at TSMC. Later, under our threat, OPPO finally chose to give up. This time they picked up Butterfly again, which to some extent shows that TSMC not only conquered 6nm, but also accelerated the progress to 3nm.

The engineer said: I didn’t expect that the God of Light could actually figure that thing out.

The engineer refused to reveal what that thing was.

We have a further guess, that is, the lithography plant plan starting from 2023, combined with the official statistical caliber of Dongda and the changes in power generation in Mianyang area announced, we have reason to believe that Dongda’s chip technology breakthrough is due to the technological breakthrough of the lithography plant.

If Dongda really brings the technology to 3nm, then there will be no essential difference between 3nm and TSMC’s most advanced 2nm process.”

There is no doubt about Xi’an University’s intelligence collection and analysis capabilities.

The official employee's PPT gave everyone in the White House an intuitive understanding.

That is, their combination punch was cracked by Tokyo University less than a month after it was launched.

They will even lose the entire Dongda chip market.

"How often will the power generation be officially announced by the University of Tokyo?"

“It will be announced every quarter.”

“What level will the published data be at?”

“Not every month, but generally speaking, this kind of data can be purchased through public platforms. Since Wright went to Mianyang, we have been purchasing data related to Mianyang from the legal data statistics agencies of Dongda for a long time.

Their data will be more complete and detailed than the official ones.”

"Then you should have discovered the abnormal power generation in Mianyang a long time ago and inferred the existence of the photolithography plant. This led to our serious strategic misjudgment this time and had a serious impact on our interests."

Honestly speaking, Xida has done nothing well in the past four years. If it doesn't do something, the Elephant Party will be in opposition for a long time after this term is removed.

The Democratic Party was even glad that they did not win in 24 years. If they had won, they would have been on the stage and faced attacks from the left and right of Tokyo University. They finally brought together the forces of all parties and launched a combination punch against Tokyo University, but before they could last 24 seconds, Tokyo University's counterattack came.

This won't hold up.

Just looking at the population changes, since the emergence of human hibernation, traditional red states no longer exclude illegal immigrants. After all, anyone who comes will be sent in, and if you dare to cause trouble, you will be sent to the freezer.

Just like frozen pork.

Law enforcement has costs. You arrest people, convict them, collect evidence, and file a series of lawsuits. However, petty thefts and street fights cannot be controlled at all.

Now, many red states have enacted their own laws, and the police have the right to make their own judgments. As long as the law enforcement camera captures suspicious footage, the person can be sent directly to hibernation. The first time is three days, the second time is seven days, and the third time is half a year.

By doing this, human rights will be lost, but it does work. The probability of illegal immigrants causing trouble has dropped rapidly, to the point that you even suspect he is a black dragon.

This has also led to a sharp increase in the acceptance of illegal immigrants among people in red states, and the Democratic Party’s base is crumbling.

If we can't handle this round, there will be nothing we can do.

“I’m sorry, we at the Photolithography Plant knew about this plan a long time ago.

We also know that this plan was led by Wright himself, but according to the analysis of TSMC experts, it has always been believed that this plan will take at least ten years to complete.

After the successful research and development in the field of topological semimetals by the University of Tokyo, we believe that the lithography plant plan is no longer necessary. The University of Tokyo will reduce the relevant resource investment or even directly stop the project.

In order to create an illusion for Dongda and make the other party misjudge, we did not prevent Nikon and SMIC from cooperating. "

To sum up what he said, the problems faced by TSMC experts have nothing to do with me.

(End of this chapter)