It can only be said that various factors contributed to it. After listening to Cui Jindu’s report, reviewing the relevant documents, and after many deliberations and discussions, Han Xing Group’s big deal was finally announced.
Korean Star plans to invest approximately US$205 billion in the next three years, an increase of one-third from the investment in the previous three years. The company will be committed to maintaining its leadership in chip manufacturing and other technology products.
A large part of the investment plan will be spent on Hanxing Electronics, which is committed to maintaining Hanxing Electronics' position as the world's largest memory chip manufacturer.
At the press conference, a spokesperson for Korean Star Group stated that it will accelerate investment in logic chip technology and foundry expansion, and said that it will carry out technology upgrades and infrastructure investments in the memory chip business, focusing on meeting mid- to long-term needs, while Not short-term changes in market conditions.
Finally, in front of many media cameras, Li Zairong said: "The net cash held by Korean Star Electronics exceeds more than 80 billion US dollars. In about four years, the company has not made any major acquisitions except for the acquisition of GlobalFoundries. We will Regroup and focus on artificial intelligence, 5G mobile networks, automotive technology, and semiconductor fields as the most important target areas."
At this time, no reporters asked about Li Zairong's tidbits and prison stories. The two big figures of 80 billion and 205 billion attracted the attention of all media. This number is comparable to the annual GDP of many countries.
However, Li Zairong did not accept any more interviews after his speech.
The Wall Street Journal quoted people familiar with the matter as saying that TSMC plans to invest US$100 billion in the next three years to increase chip production capacity, while Intel’s planned expenditure is lower. It is planning to acquire GF for about US$30 billion, plus the Daxia semiconductor industry With this unusual move, Korean stars are bound to consolidate their technology and market leadership through mergers and acquisitions.
Experts in related technology research industries even said on social media: "Compared with the investment in the past three years, Han Xing will invest an additional US$5 billion in the fields of chips, batteries and biotechnology every year in the next three years. This is Yes, I think if this funding is implemented, the semiconductor industry will welcome back the devil it once was."
Affected by this news, Han Xing Group's stock price rose by three percentage points, and the momentum has not stopped.
The originally depressing atmosphere within the company seemed to have relaxed.
But only Li Zairong knew that this was true.
The forces behind Wall Street need a big shock to release the money they had previously trapped in Korean stocks.
Technology and everything else are secondary. After all, according to a detailed investigation by think tank experts, the photolithography machine made by Pudong Microelectronics in Daxia still uses immature technology. Not only does it have a low yield rate, but it also has serious light source problems. Speaking of 5nm, the production capacity of 7nm is quite limited.
These wafer manufacturing companies are expanding production capacity like crazy without considering the crisis of overcapacity. Once foreign companies cannot take up such a large production capacity, or large companies boycott, it will be a buyer's market.
However, this feeling of being controlled by others still made Li Zairong very uncomfortable.
These numbers may seem large, but in reality they are not that many, and it is impossible to reach that many.
It has been shrunk from the beginning, filtered one by one, and it is a miracle that even half of it finally reaches the actual industrial level.
However, by chance, when such a big situation happens in the industry, TSMC naturally has corresponding preparations and plans. In other words, since they are both raised by the same father, they naturally have to compete with each other for the sake of face and respect.
But before TSMC’s big move was announced, on July 9, the Russian Bear Satellite News Agency reported: “In order to suppress Daxia’s development in the chip field, certain forces have tempted TSMC to focus its investment on North America. The head of his company did respond to the call, investing US$12 billion and building 6 factories. However, the CEO of Intel recently stated that White House should give priority to supporting the development of local chip companies, so as to ensure that local control of the chip field Initiative. The words of Intel CEO indirectly revealed the image of taijidian in the eyes of Uncle Sam. They are actually a pawn in the hands of Uncle Sam. Although they have invested in building factories, Uncle Sam will not support foreign chip companies, but will Giving more resources to companies in our own country means that Taijidian’s huge investment has been wasted.”
As soon as the report came out, TSMC's stock price fell, and many famous people in Ryukyu were angry.
"Ruxiong has always made random reports just to achieve his goal. If there is no factual basis, you can just say random things!"
"Uncle Sam is a country of evil. Economic and technological investment are inherently full of variables, but our investment has not been wasted. The factory equipment and land are all there!"
"Now is a world of global economic integration. What Intel CEO said is for his shareholders, and there is no real evidence at all."
Instead of analyzing the specific situation for the people who don’t know the situation, or presenting data to tell the facts, they are just putting on hats, being biased, and collaborating to talk about what is there and what is not.
"The Point Guard Is Here"
However, there are still a few sane people. After these famous mouthpieces cleared up the confusion, many people really believe that TSMC is living very comfortably in a foreign country.
The $12 billion in funds is like a wisp of smoke, gradually disappearing with the wave of a big hand.
As for where the funds went?
Then the benevolent sees benevolence and the wise see wisdom.
But this does not affect the firm pace of the head of TSMC.
Isn’t it because after we broke ground at the beginning of the year, we were blacklisted by Ba Ba? Although there was some dissatisfaction, the construction of the factory in hand did not end.
Boss Gu, who had just finished working in the laboratory, leisurely made a cup of tea, picked up his mobile phone and started surfing the Internet.
After learning about the latest progress of these companies, I felt a little happy.
As a former onlooker and now a big boss in the industry, from two perspectives, he clearly realized that the situation of TSMC and Korean stars was actually a dilemma.
Under the technical constraints that can be called rogue, neither TSMC nor Korean stars can choose their customers independently from the perspective of profitability as before.
Xia Wei, as TSMC's second largest customer, was forced to withdraw the order. This was not only Xia Wei's loss, but also TSMC's loss.
Not only that, because the chip production capacity in North America has dropped to less than 10% of the world, while in contrast, the production capacity in Daxia mainland accounts for more than 25%, this means that the United States is already at a disadvantage in terms of chip production capacity. They even have to rely on Daxia’s chip production capacity.
Therefore, in order to maintain its chip status, the fastest way is to take TSMC as its own.
Today we are being cheated in building a factory, but tomorrow we are not necessarily cheated.