My Age of Investment

Xia Jingxing looked at the two of them with a smile, stretched out a palm and said: "The lithography machine manufacturer is like this hand, and the five fingers are its parts suppliers.

Without the big burden of photolithography machines, Japanese semiconductor manufacturing equipment companies can focus on single-point breakthroughs like semiconductor materials and become the king of segmented fields. Isn't this a benefit? "

Omiya Hideaki replied firmly: "Even if we don't sell the photolithography machine business, we can still develop our efforts in the field of semiconductor manufacturing equipment."

Xia Jingxing shook his head and laughed, thinking that all he had just said was in vain.

So I had to emphasize it again, "Lithography machines must carry out industrial division of labor. It is impossible to complete such an arduous R\u0026D task by relying solely on internal vertical integration. We will never be able to build high-end EUV lithography machines."

"Then if we sell the company to you, can we build high-end lithography machines?" Kokubu Fumi also asked.

Xia Jingxing smiled and said, "I can only say that I will do my best, because there are too many variables in this matter and I cannot give you any guarantee.

But what I can guarantee is that after Canon and Nikon divest their lithography machine business and sell it to us, the remaining business departments can be reorganized into a number of small and beautiful companies and continue to become suppliers of new lithography machine companies.

While reducing the burden on Nikon and Canon, these companies can also usher in long-lost profits and become more sophisticated in various segments, which no one can replace.

In the future, relying on this China-Singapore-Japan cooperation platform, other Japanese semiconductor manufacturing equipment and semiconductor materials companies can also increase shipments and sell a large number of products to China, squeezing the market share of European and American manufacturers.

Oh, by the way, let me explain here, you may not understand the Fuxing Industrial Investment Fund..."

Kokubun Fumi also smiled and waved his hand and interrupted: "Natsu-san, you don't need to explain. I've heard of the Renaissance Industrial Investment Fund. Its asset management scale exceeds 1.3 trillion yen, which is amazing!

In addition, I also believe that Xia Sang has an extremely strong influence on China's semiconductor industry and can influence the purchasing decisions of many semiconductor companies.

However, the photolithography machine business is too sensitive after all, and we dare not accompany you to take risks. "

Xia Jingxing smiled, even talking about this, he was still playing tricks.

He simply made it clear to the two of them: "The main body of acquiring the photolithography machine business of Nikon and Canon is a Singaporean company, and the new photolithography machine company will also operate in Singapore in the future.

You sold your company to Singapore, which is not on the 404 Agreement list. What happens to the new photolithography machine company after that has nothing to do with your Japanese company. "

Hearing this, the two Japanese felt relieved immediately. They thought that Xia Jingxing wanted to move the two companies' photolithography machine business to China.

Even though the technology mastered by Canon and Nikon at this time has lagged far behind Asmail, it is still several levels more advanced than Modu Microelectronics Equipment, which represents the most advanced technology of China's lithography machines.

Therefore, under the strict surveillance of the Americans, even if you buy the photolithography machine business of Nikon and Canon, don't think about getting it back to China easily.

If you have to forcefully irritate the sensitive and fragile nerves of Americans, the 404 Agreement is not a decoration. They are very afraid that one day the investigators from the Metropolitan Police will suddenly come to check the water meter. The person who comes is definitely not the one in the educational film. A beautiful female prosecutor in a leather jacket, but a group of rough and strong men who are unreasonable and arrest people directly.

In the Toshiba incident more than 20 years ago, many Toshiba executives were arrested, and the Japanese Prime Minister at the time had to bow his head and go to the United States to apologize in person. He even hired more than 50 American newspapers to publish Japan's "confession ads." ".

Spending money to buy a press release to criticize yourself can be said to be a disgrace to hundreds of millions of people in Japan. However, because the tail is wagging well, the Americans who are sanctioning Japan finally raised their hands and let Japan go. After all, dogs You also have to look after the house. Beating it to death with a stick is definitely not enough, and you have to spend money and energy to raise a new dog. You just need to educate it so that it doesn't dare to bark at the owner.

Now that Xia Jingxing said that a Singaporean company would acquire the photolithography machine business, the two frightened Japanese were relieved.

Xia Jingxing observed his words and saw that the two of them were not as conflicted and opposed as before, so he continued to persuade: "I know your difficulties, so I won't make it difficult for you. We can explore a safer and more feasible way from a practical point of view. path of."

After Omiya Hideaki and Kunubun Fumi were silent for a while, they looked at each other and said in unison: "We need to hold a manager's meeting to discuss this."

"I understand very well that such a big matter should be discussed more, but we must keep it confidential."

"Xia Sang, we understand and will definitely give you an answer as soon as possible."

"That's good."

…

After talking for a while, the two of them stood up, said goodbye to Xia Jingxing one by one, and left.

Liu Hai, on behalf of Daxia Capital, watched the entire negotiation process without interrupting. Seeing that everyone had left, he finally had the opportunity to ask his questions.

"Jing Xing, why do we buy two second-rate photolithography companies? If we can't go back to China, does it make sense?"

Xia Jingxing replied calmly: "Although Nikon and Canon have fallen behind in the lithography machine war, they are the limit of what we can achieve. I would like to acquire Asmail, but are they willing to sell?

As for what you said about bringing it back to China, if you can’t bring it back, you can’t bring it back. Even if we really take the risk and take it back, it won’t bring about a fundamental change in the semiconductor industry. It will treat the symptoms but not the root cause! "

Liu Hai asked in confusion: "Why?"

“Compared to finished lithography machines, what China lacks even more are 5,000 small giants that specialize in new technologies.

The experience of Japan's lithography machines has proved that it is impossible to build high-end lithography machines with the power of a consortium, or in other words, the power of one country. "

Liu Hai frowned, "Then you still buy them?"

Xia Jingxing smiled and said, "Don't you understand yet? If you want to build a high-end lithography machine, you have to reshape the new international political landscape.

If it cannot break the existing pattern, even if China has a pretty good photolithography machine company, it will not be able to really build a formal machine. For example, if your supply chain is cut off, how can you build it?

Unless parts and raw materials are 100% localized, once they are 100% localized, they will be on the path of Japan.

Asmail can absorb the scientific and technological wisdom of the world. Can China now fight against the world? "

Liu Hai was confused and asked in a low voice: "Then why should we bother? We can just lie down flat."

"You can't lie down! If everyone lay down, there would be no China today.

We can lose, but we cannot admit defeat. What we have to do now is to accumulate strength bit by bit, make all preparations, and wait for the day of comprehensive recovery. "

Xia Jingxing waved his hand and pointed at the US military helicopter flying just outside the window, "Did you see it? Japan is already in trouble, and China will soon surpass them.

Even if we are unable to mass-produce high-end lithography machines in the next few years, ten years or even longer, we can start by mass-producing mid- to low-end lithography machines and developing a supporting supply chain for the lithography machines.

Although the new lithography machine company is located in Singapore, its suppliers come from Japan, China and all over the world.

At the same time, the lithography machines we produce can be sold to Japan, Singapore and China.

Only with such a basic circular ecology can China's lithography machine supply chain grow, instead of running around like headless flies. "

Speaking of this, Xia Jingxing remembered what happened to Modu Microelectronics in his previous life. He worked hard to create a 90nm lithography machine, but he couldn't sell it because Asmail's products had better performance and more stability. Modu Microelectronics The photolithography machine does not have any advantage in price.

Semiconductor companies that purchase lithography machines are all profit-making organizations, so they naturally give priority to purchasing Asmail products that are better in all aspects.

Due to the lack of lithography machine orders and market feedback from Modu Microelectronics, the development path has been stumbling.

Of course, the biggest problem is that the domestic supply chain for lithography machine manufacturing is immature and imperfect, and lacks light sources, lenses and other high-quality parts and components that are essential to assemble a lithography machine.

Liu Hai completely understood that Xia Jingxing wanted to put the lithography machine in Singapore to circumvent the 404 Agreement and at the same time increase support and cultivate the Chinese supply chain.

When the domestic supply chain matures, it can launch an impact on the upstream of the industry and try to build a brand.

China's mobile phones, cars, and home appliances basically follow this path. They start with assembly and manufacturing, then the supply chain, then the domestic brands are born, and then they go to the international market...

"It's hard to compete with Asmail, which is cooperating with the whole world, by relying solely on domestic supply chains, right?"

Liu Hai asked another very heartbreaking question.

Xia Jingxing did not refute, and nodded slightly: "Yes, you are right, unless one day Chinese suppliers are stronger than all the suppliers in the world combined, then the lithography machines they produce will naturally be stronger.

That's how it is to develop industry. There are no shortcuts. Every small step to shorten the gap requires unimaginable costs and hardships. ???

And we can't really lie down and treat it by doing nothing.

Lithography machine technology and supply chain can move forward one step at a time. Making progress is always better than standing still, or sitting back and watching the gap with others widen. "

Liu Hai nodded. He finally understood Xia Jingxing's hard work. Acquiring two hopeless photolithography companies was obviously a thankless task, but some things always needed people to do it.

If no one does it, it will always be blank.

If someone does it, it means there is hope.

A single spark can one day start a prairie fire!

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