Chapter 163 Ark Chip
Huawei spent a lot of space talking about topological semi-metal. The entire press conference was not Huawei at all, but more like BYD's style.
BYD likes to take apart technology and explain the underlying principles to consumers.
Of course, like Xiaomi Auto, it is the only one that leaves so much time to introduce various functional accessories and its own humanized design.
First, Huawei removed Hongmeng Ecosystem from the name of its press conference.
You must know that this is the most important achievement of the entire Huawei ToC end in the past five years. All hardware equipment is developed around the Hongmeng ecosystem. It is the past. It will also evolve in the direction of AI after the arrival of the AI era in the future. , is the future.
Then there was another unusual content at the press conference.
It made the atmosphere of the entire conference very strange.
When anything goes wrong, there must be a monster. The atmosphere of the press conference that was completely opposite to the past brought more and more viewers to the live broadcast room.
“I have just been talking about topological semi-metal for so long. It took me a lot of time to understand such cutting-edge content before the press conference, let alone speak it in a language that everyone can understand. It is very It took a lot of effort.
The reason why we spend so much time talking about topological semimetals is because it is very important to us and to the development of the entire Chinese semiconductor industry.
As mentioned earlier, with the support of topological semi-metal, chips can use backward processes to achieve the same computing power as advanced processes.
To put it simply, using a 28nm process photolithography machine can produce a chip equivalent to 5nm.
With our double exposure process, the process can be advanced to 1nm.
Yes, through the breakthrough of silicon, the most basic raw material for chips, from silicon to topological semi-metal, this revolutionary breakthrough, we have created the first chip equivalent to 1nm process in the laboratory. Mass production will also begin in the second half of this year.
From the beginning of being restricted, Huawei has never given up its efforts in the chip field. We first lost most of the communication equipment market in developed countries, then the advanced process chip foundry, and finally the overseas market for consumer electronics.
Huawei has lost too much over the years. I am deeply impressed by a passage in a letter written by President Ting Bo in 2019:
The road ahead will be more difficult, and we will use courage and courage to Wisdom and perseverance, straighten your spine under extreme pressure and move forward! The huge waves reveal the true nature of a hero, and Noah's Ark was built through hardships and hardships.
We spent five years building our own Noah's Ark. "
After saying that, a chip flashed on the screen behind Yu Dazui, with two words beside it, Ark.
The audience was boiling with applause, ranging from small to large, sweeping the entire press conference. Everyone was applauding, standing up, standing up, stretching their hands over their heads, and applauding with all their strength.
Everyone has been through that period of time and knows very well what Huawei has experienced in the past few years.
But everyone knows better that you are being targeted not because you did something wrong, but because you did something right.
It’s because you grow up too fast.
Neon has experienced this, they have fallen, Toshiba, Hitachi, Nikon, Sony, Fuji, etc., the semiconductor businesses of these companies have fallen one after another.
But Huawei has not fallen and has been persisting.
If mate60's 7nm and 5G break through the blockade represents a successful breakthrough, tell you, you can't defeat me, then this time the Ark chip symbolizes that not only you can't defeat me , and now it's my turn to hit you.
The offensive and defensive dynamics are different.
The applause from the audience continued. Yu Dazui's eyes were red on the stage. He once wanted to speak but was suppressed by the choking feeling in his nasal cavity.
“I”
Seeing his reaction, the audience applauded even louder, and everyone shouted at the same time:
"Come on, Mr. Yu!"
"Come on, Huawei!"
And the barrage became even louder. It's boiling.
Far Ahead is all over the major live broadcast rooms. No matter which live broadcast room you open, you can almost only see the four words "Far Ahead".
He adjusted his mood on the stage:
“What I want to say is, it’s not easy. It’s not easy along the way. I know best the friends in our chip department, as well as our upstream and downstream How difficult it is to be a supplier.
It is really hardships that build Noah's Ark. You can only rely on yourself and our Chinese enterprises.
Why did mate60 last year. At the press conference in September, we did not dare to promote the mate60, but simply mentioned the chip breakthrough.
Although the 1nm process still has foreign equipment, most of it comes from Chinese companies themselves. craftsmanship.
Especially the most critical topological semi-metal, it comes entirely from our independent research and development. It was created by Chen Yuanguang, also known as the God of Light.
At that time, cutting-edge technology came to us and said that there was a new material that could break through Amerikan's process. It was a new material, topological semi-metal, that the scientific community had been talking about, but it had always stayed in the theoretical stage.
We have now achieved the first and most difficult step, which is to use topological semi-metal as raw material to make the world's first topological semi-metal chip.
After the first breakthrough, the follow-up is large-scale mass production. ”
After saying this, the barrage of major live broadcast rooms was far ahead, and began to brush up the God of Light. The God of Light slowly occupied it from sporadic to one-third to half. entire screen.
"Due to production capacity, the Extraordinary Master Edition of mate70 released in the second half of this year will be equipped with the Ark 100 chip. The mate70 released in the second half of the year will still be equipped with the latest Kirin chip as usual.
Production capacity is limited, please understand."< br>
He continued:
“In our previous press conferences, we needed to constantly compare Apple’s latest mobile phones to tell everyone why they should buy us and how our mobile phones are better than Apple’s.
< br>Chip sometimes has to run scores to give everyone confidence, but now it’s no longer necessary. Now it’s our turn to wait for Apple.”
Finally, he choked up and said:
“I know that the barrage in the live broadcast room must be far ahead. In fact, every time I said that I was far ahead, I would regard this as a goal in my heart. We must achieve far ahead. The leading goal, and today I am sure and certain that our Ark chip must be far ahead!"
"Shit!" Pat couldn't believe his eyes. He opened the tablet as usual after getting up in the morning. Gmail on the computer to read the news pushed to him by the major magazines he subscribes to.
Like Bloomberg, Wall Street Journal, New York Times, etc., they all have subscription services, that is, paid content. These content will be more specific and more informative than free content.
When he opened it today, he found that the first news in every media was saying one thing: "China has achieved a breakthrough in chip manufacturing process and successfully manufactured chips with 1nm process."
After taking a closer look, Pat felt even more dizzy. China has produced a 1nm chip, which will be officially sold to consumers in the second half of this year.
You must know that he only attended a hearing on Capitol Hill about a month ago, and during the hearing he swore that it would be impossible to build it.
As a result, the Chinese slapped him in the face a month later and told him that it had been created.
This will not only cause Washington lawmakers to seriously doubt his professionalism, but may also cause Washington to speculate on his tg.
This can be said to be the most serious consequence in the current Amerikan.
As for the business impact, Intel has long lost its market share in advanced chip manufacturing processes. The current winner is TSMC, and Samsung is still struggling to support it.
Intel has long lost the confidence that it had to catch up before. As long as I lie flat, it doesn't matter how fast you run.
“How did the damn Chinese do it?”
This is the biggest doubt in Pat’s mind, “Could it be a lie?”
Before he could figure it out, after the U.S. stock market opened at 9:30, the Nasdaq index plummeted, and almost all semiconductor-related stocks fell by 10% within five minutes, triggering a circuit breaker.
The morning has not passed yet, the Nasdaq, Dow Jones and other indexes have plummeted one after another, triggering an emergency suspension of trading in the entire market.
It is not uncommon for U.S. stocks to be suspended from trading. In 20 years, trading was suspended three times in a row, resulting in an unprecedented Black Monday.
But this is a little different. In 2020, it was because of the virus pandemic, which was a world-wide event. But this time, just a company held a press conference, which triggered the suspension of US stocks.
"Mr. Pat, I would like to ask if China's breakthrough in chip technology will have any impact on us?"
"I don't think so for the time being." Pat said decisively.
It’s impossible not to be decisive. If he dares to say yes, he will be fired by the board of directors in the next second.
"Think about it and prepare to hold an emergency press conference. At this time we need to give investors confidence.
Intel will not be affected."
Actual Investors do not believe this. Not to mention Intel, even software companies like Microsoft have seen their market value plummet.
Under the mud and sand, no one can escape.
The logic of the market is that China has achieved a revolution in chip technology. This is a revolution, not a breakthrough. China has taken the lead in changing the basic material of the chip from silicon wafer to topological semi-metal.
This will lead to the fact that even if China uses a nationally produced lithography machine with a 45nm process, it can produce chips equivalent to 14nm. The chips are not only mobile phone chips, but also computer chips.
Intel’s market in China will also be cannibalized by China’s low-priced chips.
The Kirin operating system promoted by China will eliminate Windows because of its high compatibility with their own chips.
This is also the logic behind the collapse of Intel and Microsoft.
Losing China is not terrible. China, with the help of breakthroughs in chip technology, is waging a price war on a global scale. This is even more terrible.
Huaguo will increase its production capacity for you and use domestic chips to fight price wars. This method can subvert the entire chip system.
This is the most important reason for panic in the entire market.
“From a current perspective, it is just a breakthrough in high-end chips. In the long run, this is a steam engine-like invention, and its possible impact will be extremely huge, sweeping across the entire semiconductor industry like a tsunami.” Wall Street Journal feature Commentators were invited to tweet so.
When the Wall Street Journal suspended trading for the second time that day, the Dow Jones Index had evaporated 1,500 points and was already close to its previous largest decline in history. It published an article:
"China Realizes Technology After the breakthrough, the rules of the game in the semiconductor industry will be completely rewritten
In the past fifteen years, due to the popularity of smartphones, the global semiconductor industry chain has also benefited from this and is in an unprecedented period of vigorous development
<. br>Semiconductor suppliers from all over the world have made a lot of profits, and everyone has a clear division of labor and promotes each other's technological development. Until the rise of Chinese smartphones, everything began to change.
With Huawei as the leader. For example, the Mate60 they released last year is compatible with 5G communication standards and uses China's self-developed 7nm process. Since the chips of this process were previously only produced by chip manufacturers such as Wanwan, Korea and Americen, people have always believed that China is the only one. It is difficult for the country to produce it on its own
After China did this, the value of Mate60’s Chinese-made parts totaled US$198, which was about 90% higher than that of Mate40.
The touch screen components of the Huawei Mate40 series are provided by Synaptics, the developer of Amerikan, while the Huawei Mate60 series switches to using Chinese components.
The share of Chinese components in the field of smartphones has increased rapidly. Huawei's flagship display screen (the most expensive component of a mobile phone) supplier changed from Korea's LG to BOE.
With China’s breakthrough progress in basic chip materials, the speed of replacement of parts in China will become even faster. And with the support of topological semi-metal, China’s consumer electronics industry will obviously not be limited to smart phones. In the field of mobile phones, they will enter all fields such as personal computers, mainframe computers, and AI chips.
Our previous estimate that China could not catch up with advanced manufacturing processes was too optimistic. Now we need to re-examine this issue. Under the influence of engineer dividends and industrial cluster effects, how long will it take for China to achieve topological semi-metallic technology? fully unleash its power? ”
Wall Street is wailing, and Washington is under a cloud.
In 2020, the U.S. stock market was suspended from trading one after another and suffered its biggest weekly plunge since 2008. It was already on the verge of collapse and was almost saved by monetary easing.
But what about now? Can we still rely on the Federal Reserve to save it now?
There were two reasons for that, one was monetary easing, and the other was people believed that the virus epidemic would pass sooner or later.
Now if the Federal Reserve cuts interest rates, no one can guarantee that the money will really flow to US stocks.
After China takes the lead in breaking through to 1nm, will investors in the market still recognize the idols of the US stock market, such as Nvidia, Intel, Microsoft, FB, and Google?
When the interest rate is cut, all the money will flow to Big A. The interest rate cut failed to stimulate the US stock market, but instead led to inflation.
(End of this chapter)