Chapter 1192
Chapter 1192
On March 3st, Kong Yu, who had just flown from New York to Paris, flew back to Shanghai in a hurry.
He sat in Yike's president's office, listening to the boss's eloquence. He was not only at a loss for Yitong's technical explanation, but also understood words such as "financial fraud", "short selling" and "acquisition".
Kong Yu finally waited until Mr. Fang came to an end, and asked, "Will this EUV be available in two or three years?"
Fang Zhuo murmured: "It's not necessary, but it would be best to have a technical reserve. We don't reserve it, and everyone in the industry reserves it. I hope to get it, and the sooner I get it, the better."
Kong Yu asked again: "Then what process node of the ice core will be imported and used?"
"Well, Intel was going to switch to EUV technology at the 22nm process node earlier, but they said at the LithoVision conference last year that they plan to extend the 193nm immersion lithography technology to the 10nm process node." Fang Zhuo said slowly, "Everyone is very interested in EUV technology. applications are a bit hopeless, but Intel is still relatively reliable."
Not only Intel, but IBM also had high hopes for the introduction of EUV at 22nm, but soon found that it was difficult for upstream and downstream to cooperate to realize commercial use. It needed to develop new optical devices, new masks and new technologies.
Kong Yu was stunned, but he knew Bingxin and the current world-class process node: "If it is calculated according to Intel's 10nm, um, Intel, Taiji, then... how come it will take five or six years?"
"The 10nm of Intel and Taiji is different. They use different standards. If calculated according to Taiwan's record, it may be 7nm." Fang Zhuo thought for a while, "Five or six years, six or seven years."
Kong Yu didn't care about the gap between the past two years.
For him, it is not a month or two months, not a year or two, so he can calmly and continuously carry out arrangements and attacks. When he was called back, he thought he would start work tomorrow.
Kong Yu lowered his head slightly, thinking about what he could do.
Let’s not talk about the uncertainties, let’s not talk about the overall situation. If the boss, a director of Sony, wants to short-sell Sony, he must do it accurately. Its financial fraud can be determined.
Now that Sony is sure, it can put things at this level later.
According to IDC's comprehensive speculation, Olympus still has problems now. If Toshiba is added, these internationally renowned Japanese companies have problems in a short period of time. create a crisis of confidence.
If you bring in American counterparts to build momentum, the profits will be even more visible to the naked eye.
Kong Yu raised his head, but his thoughts did not stop, but drifted to a larger level. The current exchange rate of the yen has been rising. Japan has issued a large amount of national debt in the past two years, and the deficit has hit new highs...
On top of the big job, you may find another job.
"Mr. Fang, the situation in Japan needs to be carefully investigated, and it is not a temporary effort." Kong Yu responded, "Putting aside our speculations and expectations, Sony can bring profits, but if it is just Sony, right? Is there no need to short it?”
Based on the facts, if there is only Sony, it is better to let Stringer ZTE for a few more years, and perhaps squeeze more benefits.
Fang Zhuo nodded slightly: "That's what I mean too. That's why the 'hedge fund No.1' is needed to do the work. It's the most beneficial to see how the situation is."
Kong Yu let out a "huh" and did his part.
He drank tea for a while and chatted a few words about his views on financial fraud by Japanese companies.
After receiving the cigarette from secretary Liu Zonghong, Kong Yu asked about the situation in the Netherlands: "Is there a timetable for ASML?"
Fang Zhuo frowned after hearing this.
Kong Yu just took a puff of cigarette, observed the boss's expression, and suddenly felt a chill in his heart, Mr. Fang could not be...
He immediately persuaded him: "Mr. Fang, don't be soft-hearted!"
Liu Zonghong next to him was so startled that he raised his head, Mr. Kong, you...
Kong Yu continued to say angrily: "When I got into a car accident, no one was gentle, courteous and frugal to me!"
Fang Zhuo couldn't laugh or cry: "It's not ASML who hit you with a car."
Kong Yu's face was serious: "It's all the same, it's all the same, Mr. Fang, you are gentle and refined, but they are still wolves and leopards!"
Then he continued: "If Bingxin is sanctioned, they won't talk about market rules or fair competition! It's better to act first, and then you will suffer!"
Fang Zhuo waved his hand and said in a gentle manner: "It's okay, okay, when will I be gentle."
He paused, and then said: "You have to think about it carefully. I'm not doing it to vent my anger. I need the ice core to gain something, and the unconventional means also need the right timing."
Only then did Kong Yu feel relieved, only wolves, tigers and leopards can fight against wolves, tigers and leopards.
He subconsciously stroked his shiny bald head, thinking about the European business he was doing, and the Japanese job he had just taken over, with a fierce look in his eyes.
Fang Zhuo did not focus on the gasoline man, but looked out of the window: "The ice core is now, and the road ahead will be difficult. After all, there are still traces to follow. With the accumulation of EUV technology, it is best for ASML to start cooperation. Nikon in Japan is the second best, and domestic is again."
Kong Yu nodded, this must be a three-pronged approach.
He thought for a moment, trying to find the focus of this event: "How strong is Nikon's technology in this area?"
Fang Zhuo thought for a while, pointed to the document on his desk, motioned to the secretary to give it to the gasoline man, and said, "Nikon launched its 08-lens EUV tester EUV6 in 1, and it uses the same tester as the ASML tester." magnification, optical numerical aperture, and exposure field of view.”
"In the past two years, it has been introducing its EUV1 progress at various lithography machine conferences. In 08, it completed the dynamic exposure test and got the 32nm line/distance report results of the full wafer. The wave aberration of the optical system has been reduced. below 0.4nm."
"The three cores of EUV, light source, lens, and mask stage, Nikon's Japanese supplier Gigaphoton, whose LPP (laser plasma) light source has achieved 3W of temporary focal point IF at that time, and ASML's light source supplier Cymer in the U.S. is on par."
"Nikon has released two EUV1 tools, one in Selete, Japan's chip alliance, and one in Nikon's Japanese factory, mainly for Intel."
"Let's put it this way, when you turn to the end, the gap between Nikon and ASML was about 18 months."
Following Fang Zhuo's words, Kong Yu also turned the document to the end, and the conclusion of the analysis of the Nikon lithography machine was that there was an 18-month gap.
He couldn't help asking: "What happened next?"
"Then now." Fang Zhuo laughed, "ASML has a more radical engineering strategy. Now it is completing the jump from the ADT test machine to the 0.33NA pre-production EUV lithography machine NXE:3100. Samsung already has 3100 , also available in Belgium, this year’s version should be being assembled, and the next step is to continue iterating.”
Kong Yu frowned: "That's a pity for Nikon."
"It's a pity, and it's not a pity." Fang Zhuo said lightly, "A lot of information about Nikon's EUV plan comes from its announcements, and some of them may be PPTs. Before our Luzhou factory purchased Nikon's lithography machines, there was always a The problem is that ASML can only be used later, and the competitiveness of the two devices can be seen.”
Ice Core has dealt with Nikon, but the deal is a bit farther and farther away.
In particular, the Luzhou factory pursues advanced manufacturing processes and can use the best in the world, and will never use the second best.
Fang Zhuo looked at Kong Yu who was flipping through the documents again, and said, "It's better if the Nikon is rotten. We're going to slice it this time, try to cut back the useful ones, and try to find a way to cooperate with those that can't be cut back. For example, Gigaphoton, which makes light sources in Japan. The company, the company can't get it, get the team, the team can't get it, get the people, how to do this thing... um..."
Kong Yu seriously used his own understanding to add the words: "I understand, fishing in troubled waters is a matter of cleverness and plunder."
Fang Zhuo was silent for a while, and could only raise his teacup: "If you get the right way, it will help you to make the best use of the situation."
Kong Yu packed his words and raised his teacup, "Okay, Mr. Fang, I have nothing to do with financial fraud!"
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