Chapter 1105 Pressure from TSMC
Peng Bo "There are almost all kinds of reasons. When I mentioned many questions, Rong Chang seemed a little embarrassed, and replied in a vague way.
In fact, Wang Rongchang was afraid of Zhang Zhongmou, and there was a reason for this.
Although Zhang Zhongmou is a Taiwanese, he left Taiwan very early, studied in the United States, graduated from Harvard University, and later transferred to the MIT Institute, and then obtained a doctorate degree from Stanford University. Since he was 24 years old, Zhang Zhongmou has begun to accept the operation philosophy of American companies and has served as vice president of Texas Instruments and other positions.
What Wang Rongchang praised was Zhang Zhongmou's wonderful handling of political and business relations.
"Insiders say that the OEM industry needs strong support from the government, otherwise it will definitely die. However, if the binding is too tight, another kind of death may be caused by administrative intervention, etc.." Although Wang Rongchang was afraid of Zhang Zhongmou, he was also admired when he mentioned the other party. "And Zhang Zhongmou's performance in this regard is obviously much more elegant than most professional managers engaged in the semiconductor industry."
In the early stage of TSMC, government shares accounted for a large proportion, but with TSMC's continuous expansion, government shares are currently less than 9% and TSMC is not tied to any political party. Instead of asking which party TSMC has a good relationship with, it is better to say directly that as long as it is the ruling party, they are better.
One comparison is that during the Kuomintang’s rule, when the then “Prime Minister” Xiao Wanchang visited the mainland, Zhang Zhongmou was among the entrepreneurs who accompanied him. Now, although the ruling party has changed, TSMC is still the weather vane for the government to raise the stock market.
Many Taiwanese businessmen can see the benefits of the mainland market, especially some of the chip industry colleagues on the island. Just when everyone is eager to find various solutions to invest in the mainland, Zhang Zhongmou seems indifferent. However, in September last year, at the annual VIA Semiconductor Forum, he changed his previous style of speech in English and spent half an hour in Chinese to explain in Chinese the necessity of the authorities to relax restrictions on the mainland.
At the beginning of this year, taking advantage of the opportunity of mainland China and Taipei joining..., TSMC officially proposed a proposal to invest in the mainland to the Taiwan authorities. According to the insider information obtained by Wang Rongchang, the investment bill is highly likely to be approved. It is said that the Banish government said that TSMC can set up an eight-inch wafer factory in the mainland without interference, provided that technology below 10,000 microns is not allowed.
In fact, TSMC has long been interested in investing in the mainland market. After considering multiple factors including politics, it has been defined within the scope of close attention.
In addition to politics, Zhang Zhongmou's understanding of the mainland market is that although the mainland market prospects are promising, there is no outstanding local design companies, and from the perspective of serving customers, there is no need to invest in setting up factories. It was not until two thousand years since TSMC decided to set up a factory in the mainland to occupy a place.
"This is exactly where Zhang Zhongmou is talented and stubborn. In fact, it will take a long time for the mainland Bei Design Company to get up, and most of the existing design companies still use 10,000 micron technology. TSMC has not been restrained by any investment laws. In the mainland market, Zhang Zhongmou is considered dead, and the only thing that cannot be accurate now may be ours." Wang Rongchang said to Fan Wubing.
Fan Wubing nodded and was seriously considering this matter.
In fact, Wang Rongchang has another point that is not explained by his face.
When he just founded the mainland Chiffon factory with Fan Wubing, there was a joke among his colleagues in Taiwan, saying why Wang Rongchang wanted to work in the chip industry in the mainland? It was because Zhang Zhongmou, Mao Jing is the father of Taiwan's semiconductors. Wang Rongchang no longer had the opportunity to sit in this position, so he wanted to come to the mainland because he hoped to build the mainland's chip industry in the future so that he could surpass Zhang Zhongmou.
In fact, Wang Rongchang himself did not have this meaning.
Just this year, the Taiwan authorities, who have expressed dissatisfaction with Wang Rongchang's massive investment in the mainland, pointed out that he violated the Taiwan authorities' mainland investment limit policy.
Obviously, Wang Rongchang is becoming more and more inclined to the mainland, which has annoyed the Banish government and violated the Taiwan authorities' urgent policy of indulgence. At this time, the Banish government hated him so much that it was itchy, but he could not touch him, so he could only impose economic punishment.
It is precisely because of this reason that Wang Rongchang went to the mainland with a cruel heart and did not plan to go back. At the same time, he was also very dissatisfied with Zhang Zhongmou, who still had a good relationship with the Banish government. This was a disaster for Zhang Zhongmou. After all, except for his peers, there was not much holiday between the two old men.
"I still admire Zhang Zhongmou very much. This person is indeed a great talent for his generation." Wang Rongchang expressed his evaluation of Zhang Zhongmou very objectively to Fan Wubing.
According to Wang Rongchang, Zhang Zhongmou is a person who can define an industry.
"Before he, no one in the Four Industry was talking about OEM, how to OEM in North? You are the one who produces, and all industries are set up factories and only Xi Yuhuang, asking themselves to set up factories, make North and chips. But Zhang Zhongmou said that in the future, this design is separated from the Four Manufacturing, and the Four Brand is separated from the Four Manufacturing and the Four Manufacturing and the Four Manufacturing and the Four Manufacturing and the Four Manufacturing and the Four Manufacturing and the Four Manufacturing and the Four Manufacturing and the Four Manufacturing and the Four Manufacturing have begun to separate. The Four Manufacturing is through OEM, and the design is OEM, for example, the Four Manufacturing brand, and then sell it himself. But more than ten years ago, he said that the Four Manufacturing is the same, and can be used. Why can Four Manufacturing survive? Because after he made production, equipment, and investment, the yield, elasticity, quality of production, Xi has surpassed those designers in North."
"He once said that designing a new product is really good, but producing it is not good. My cost is half of his. My quality is twice as good as his. I can help him with OEM. Zhang Zhongmou said this sentence in Taiwan, basically no one believes it, and no one without vision does not believe it." Wang Rongchang said.
"A very interesting person, a person with great vision, a person with great ideas," Fan Wubing used a total of four attributions when evaluating this person.
Fan Wubing agrees with Zhang Zhongmou's statement very much.
Why can you compete with Si Rang? You should know that Qu is much less than money, but Si Rang can compete with each other. The important thing is that there are people like Zhang Zhongmou.
Because as long as you design a good product, it can be compared with the design and TSMC of Chang Zhongmou's TSMC.
The skin needs to be designed and manufactured, and the people who design and manufacture have to be raised, and then they have to invest and produce it themselves. The sum of various funds is a very scary number. Now, we specialize in design, and TSMC manufactures it, using low-cost and high-quality manufacturing and materials to compete.
In the end, because the manufacturing of Qu is twice as expensive as TSMC and the manufacturing quality is worse than that of others, the manufacturing has become a burden of Xi.
The brand of muscle is an asset, design is an asset, but manufacturing is its burden, and the design is also very good. TSMC's manufacturing is very cheap, so you can seize it and build your own brand. This is how the whole strategy is formed.
It is no wonder that Zhang Zhongmou's TSMC products are so cheaper than the price, and the company's gross profit can reach 50%. Therefore, he defined an industry and saved the entire Taiwan Island. The most popular industry in Taiwan now is not the industry that compares this industry, but the industry in Beijing.
After listening to Wang Rongchang's introduction to Zhang Zhongmou's glorious history, Fan Wubing was a little hesitant for a while. It seemed that this time the dragon crossed the river, but I didn't know that it was the strong dragon overwhelmed the local snake, and he also walked across the river and drowned in the river. In short, one of the two strong people would be injured when they fought against each other.
Although it has established its position as the leader in the domestic chip industry, in some aspects, there is still a big gap compared with the old chip foundry giants like TSMC with more than ten years of technology and experience. Once a head-on conflict occurs, it is indeed a bit of a headache.
Seeing Fan Wubing touching his temple and pondering, Wang Rongchang said to him, "I guess it will be difficult for TSMC's mainland investment proposal to pass for a while, so it will be six months later. If you want to be able to make some efforts on the mainland, there will be no problem if you delay it for another year and a half. With more than a year, it will be enough for us to make necessary adjustments. At that time, TSMC will take a certain amount of time to build a factory and start production. I don't believe that with this time buffer, we will not be able to fight them?"
After Fan Wubing rubbed his temples, he thought carefully and felt that Wang Rongchang's analysis could only be said to be a relatively ideal result, in other words, it was too wishful thinking.
Not to mention whether the Taiwan authorities will delay this issue for the first half of a year, just say that the mainland will definitely not be a slight look at Taiwanese businessmen's investment. Even if he can exert a certain influence from the upper level, if he really does this, it will inevitably give the Taiwan authorities some excuses to attack the mainland, which Fan Wubing does not want to see.
Therefore, Fan Wubing can be sure that as long as TSMC has the intention to build a factory and the Taiwan authorities successfully pass it, a year later, TSMC's wafer factory in the mainland can definitely be completed and put into production.
Chapter completed!