Chapter 251: Could it be that the naivety is about to change?(1/2)
Chapter 251 Is innocence really going to change?
Unlike Mr. Liang Song of "Central International" who made a quick decision, after the Phoenix Group's successful production of 5-nanometer lithography machines was exposed, many domestic semiconductor companies were still waiting and watching, privately inquiring about internal information.
but.
On June 28, Phoenix Group announced the successful production of Phoenix 5-nanometer EUV lithography machine on the second day.
Early the next morning, the official media broadcast a documentary with overnight emergency interviews, showing the performance of the Phoenix 5-nanometer EUV lithography machine and the internal conditions of the factory. Domestic semiconductor companies could no longer sit still.
Huahong Semiconductor.
As the second largest semiconductor foundry in China, with revenue second only to SMIC, the conference room of Huahong Semiconductor was filled with smoke, and executives were summoned for a meeting early in the morning.
After a heated discussion just now, the meeting has approved the purchase plan for the purchase of Phoenix 5-nanometer lithography machines. Now we are waiting for specific quotations and data from Phoenix Semiconductor to discuss in detail.
Sitting above the conference table was Lu Jun, CEO of Huahong Semiconductor. Seeing everyone waiting in the conference room, he couldn't help but look at the watch on his wrist.
"Secretary Zhang, if you go and urge me again, it's been more than half an hour. Why hasn't the news come back from Phoenix Semiconductor?"
Lu Jun frowned, obviously impatient to wait.
"Okay, Mr. Lu, I'm going to take a look."
Secretary Zhang had just stood up and walked towards the door when suddenly the door to the conference room was opened and a staff member in uniform walked in quickly.
"Come here, Mr. Lu, Phoenix Semiconductor has responded to the message, and the relevant performance data has been sent over."
Everyone in the conference room became energetic instantly. Lu Jun quickly took the information handed to him by the staff. When he took a closer look, he was extremely surprised.
"The quoted price for a 5-nanometer EUV lithography machine is 500 million yuan?! It's so cheap, right?!"
"500 million units?!"
Just like the executives of "Central International" when they heard the price, the executives of Huahong Semiconductor were also surprised at this time. They are very aware of the current market situation of EUV lithography machines.
"Mr. Lu, this is the quotation just sent from Phoenix Semiconductor. I have checked it and there is no problem."
Lu Jun took a deep breath. If it were 500 million units, then the price would be too attractive.
He suppressed the excitement in his heart and was about to continue looking at the detailed parameters, but he did not expect that the voice of the staff came to his ears again.
"but……"
"But just now Phoenix Semiconductor specifically said that if we are interested in ordering, we should make a decision as soon as possible. Currently, their production capacity orders are fully booked and they may no longer accept new orders at any time."
Lu Jun was stunned for a moment. He raised his head and glanced at the staff with a playful smile.
"Xiao Zhang, just listen to what they say..."
"They just announced the development of a photolithography machine yesterday. Early this morning, they said that the order capacity was full? Do you believe it?"
"Do they have the capacity to only produce two units a year? If other semiconductor companies are interested in buying and learning about their lithography machines like us, I would believe it. If you say that the orders are full overnight, I don't believe it. Listen.
That’s fine.”
Staff member Xiao Zhang hesitated to speak.
However, after a pause, Xiao Zhang still couldn't help but remind him:
"Mr. Lu, SMIC has just posted a message on its official website. SMIC and Phoenix Group signed a detailed purchase contract overnight last night and purchased five 5-nanometer EVU lithography machines in one go..."
"5 units?!"
Lu Jun looked shocked and unbelievable.
"SMIC and Liang Song responded so quickly this time? They signed a purchase contract with Phoenix Group last night?!"
Staff member Xiao Zhang's words not only surprised Lu Jun, but also all the executives present did not expect SMIC to move so quickly.
For a moment, everyone quickly took out their mobile phones and entered the official website of "Center International". Two minutes later, the atmosphere in the conference room became tense.
The vice president sitting at the bottom handed the mobile phone showing the latest announcement of "Center International" to Lu Jun, and then said:
"Mr. Lu, the news is true."
"After receiving the news early yesterday morning, 'Center International' organized professionals to go to Phoenix Semiconductor to personally visit the 5-nanometer lithography machine. Then it signed a purchase agreement with Phoenix Group for 5 units overnight. It was obviously very satisfied with the performance of the lithography machine.
.”
"Mr. Lu, we can't delay any longer. In addition to us, we also have Hynix, Huali, and Grace. They are all in urgent need of photolithography machines. If we want to be preempted by them, we will be slower and slower!"
Lu Jun's face darkened, and he suddenly became anxious. He could be calm before hearing the news, but now he couldn't be calm after seeing that he had bought "Central International".
"Old Zhao, book your flight tickets right away. We'll rush over and talk in person right away. Gou R's Central International has booked five units at once, and he's not afraid of holding on!"
After saying that, he pretended to dissolve the meeting and prepare for the next itinerary. Just as he was about to stand up, he saw Xiao Zhang, a staff member beside him, who seemed to have something to say.
"Xiao Zhang, do you have something else to do?!"
Xiao Zhang nodded.
"Mr. Lu, in addition to the quotation from Phoenix Group, there is also a purchase confirmation letter from ASML..."
"Have we not been talking to ASML about the purchase of 14-nanometer DUV lithography machines? They just sent the latest confirmation letter, stating that they can accept our order and are willing to sell it to us at a price that is 20% cheaper."
Lu Jun was stunned, ASML agreed?!
But after a moment, he reacted again.
Good guy, we have been talking about this for more than half a year, but ASML has been holding back the sale because of insufficient production capacity. The Phoenix Group has just announced that it can produce 5-nanometer lithography machines. Will it have production capacity soon? And it is willing to sell it at a 20% discount.
?!
After being stunned for a moment, a faint smile appeared at the corner of his mouth, and an indescribable feeling suddenly welled up in his heart.
In an instant, he felt that he suddenly had support, and that strong arm was the Phoenix Group!
Didn't you not sell me before? Now I have someone in my family who is tougher, straighter, and more talkative, whether I want to sell or not!
At this moment, his favorable impression of the Phoenix Group suddenly doubled. No matter whether he could finally reach a deal with the Phoenix Group this time, the Phoenix Group had already used his influence to help the entire domestic chip industry. The proud ASML offered a 20% discount. This was
I never dared to think about it before.
This is just like a domestically produced car or a domestically produced mobile phone. No matter how bad it is, even if it has various problems, you will benefit invisibly from it whether you buy it or not. This is the meaning of a domestically produced enterprise.
Thinking of this, Lu Jun couldn't help but feel happy.
"20%? No rush, no rush!"
"Phoenix's 5-nanometer EUV lithography machine is only 500 million RMB. Their 14-nanometer or DUV lithography machine is 20% off, which is also 88 million U.S. dollars, which is equivalent to 580 million U.S. dollars."
"Their discounts are obviously not enough. They are not in a hurry, and neither are we..."
Speaking of this, Lu Jun's smile became even stronger:
"Let's hold off for now. Let's go to Shancheng City to see how the Phoenix lithography machine is doing. If it can really reach ASML's quality, ASML will take the initiative to lower the price..."
"Okay, Lao Zhao, have you booked your flight tickets?"
…
On the other side, the AMSL headquarters is far away in the Nordic windmill country.
Since the last day, the calls to ASML headquarters have almost never stopped. Several core management personnel have formed an emergency team to make decisions specifically on the intelligence coming from Yanguo Phoenix Group.
In CEO Pete's office.
"Boss, the latest reply from Yanguo Huahong Semiconductor has been sent. Just as we expected, they questioned the price due to current operating difficulties and thought the price was too high..."
"Another Yanguo company, Hynix, also responded. They directly asked us to provide EUV lithography machines instead of DUV lithography machines, and they did not agree with our prices at all..."
"Now the orders of all Yanguo semiconductor companies have come to a standstill. If we don't handle it quickly, I'm afraid companies in other regions will have other ideas..."
Peter took the latest information with an ugly expression, took a look at it and threw it on the table.
"Insatiable!"
"These Yanguo companies are simply greedy. Can't we satisfy them even if we offer a 20% discount? In the past, even if we were just willing to accept their orders, we would have been eager to give them money! Now they dare to refuse!"
"Who says it's not?!"
"Boss, the main reason is that Phoenix Group's 5-nanometer lithography machine price is too low, 500 million soft coins. The 5-nanometer EUV lithography machine only sells for 500 million soft coins, which is less than 100 million US dollars. Now all
All Yanguo semiconductor companies are looking at them."
Mike, the blond-haired executive on the side, shook his head and said, and Peter's face gradually darkened.
Indeed, just as Mike said, the reason for all of this stems from the company from the Yan Kingdom-Phoenix Group!
He looked at the information on the Phoenix Group on the table, and then looked at Dennis who was collecting and summarizing information on the computer.
"Dennis, has the Ministry of Commerce of Country M responded? What is the situation with Phoenix Group's lithography machines? This is related to our subsequent response strategy!"
"Don't they have any intelligence reminders about such important information? Only those few companies can produce the various key components required for EUV lithography machines. Aren't they always watching? How could they not be aware of it!"
“What a bunch of losers!”
As he spoke, Peter became increasingly angry. He couldn't hold it back and punched the table hard.
The loud noise startled the other two executives, and Mike quickly advised:
"Boss, I think there's no need to worry too much now."
"Now Phoenix Group has only announced that they can produce 5-nanometer EUV lithography machines. The quality of the real lithography machines and the stability of the yield rate are still uncertain..."
To be continued...