Chapter 902 EU Trillion Chip Alliance

When Meng Qian and Sun Xiaojing were in Taiwan, Gu Junhui was leading the company's legal team in Europe.

Just a few days ago, Gu Junhui invited STMicroelectronics CEO Carlo Bozzotti, Infineon CEO Reinhard Prouss and other European chip company CEOs to meet together.

Everyone had their own guesses about the purpose of Gu Junhui's trip, but when they saw Gu Junhui, they realized that there was no need to guess, because Gu Junhui's conversation today was very straightforward.

Gu Junhui came up and asked, "Everyone, what do you think about the OLED screen incident between our Dafeng Group and Apple a while ago?"

"A counterattack with a certain force can increase the bargaining chip in the negotiation, and the Gale Group can be regarded as safeguarding its own interests."

Bozzotti said something from the perspective of Dafeng Group, but Gu Junhui shook his head, "Actually, we have another purpose for this counterattack, and that is to hope that everyone can see one thing clearly.

There is room for American companies to put pressure on our Chinese companies, and the standard for this room is to maximize their interests as much as possible. "

Gu Junhui looked at everyone's eyes and knew that they understood, so he expanded his words further, "In our long-term confrontation with American companies, many European companies have been forced to get involved.

At present, some companies in Europe still take some measures that are unfavorable to our Chinese companies, and even cut off contacts with some of our Chinese companies. As a result, these companies lost orders.

So where did the lost orders of European companies go?

I went to two places. First, it was made up by our Huaxia company. This matter sounds normal.

But what's interesting is that some of the orders lost in Europe have gone to American companies. Does it sound outrageous?

Just as STMicroelectronics no longer provided Huawei with server chips, IBM recently talked with Huawei about cooperation in server chips.

Let's take a look at the current situation. American companies invite European companies to suppress our Chinese companies. In the end, the interests of our Chinese companies are damaged, the interests of European companies are damaged, and the interests of American companies are damaged. But through a so-called policy of tolerance, we can finally Make up for some losses.

In the end, the goal of American companies was achieved. As for European companies, they lost the Chinese market and did not get any benefits from American companies.

Of course, one of their internal explanations is that the pressure on Chinese companies has damaged the interests of American companies, and giving American companies some so-called tolerance policies is to stabilize the mood of these companies.

But the question is, who will stabilize the mood of European companies? Who will make up for all that European companies have lost? Why does no one give European companies this so-called tolerance policy? "

"Mr. Gu's wording is wrong." Pross immediately answered, "They didn't invite us to suppress your Chinese companies, but threatened us to suppress your Chinese companies."

Seeing that Pross was also willing to speak so bluntly, Gu Junhui knew that today's negotiation would basically go smoothly, because he could hear the anger in Pross' tone.

So Gu Junhui said more directly, "So everyone must have realized that European companies were abandoned during the whole incident. You were pushed to the forefront, and in the end your soldiers were all sacrificed. Those on the front lines are sitting back and reaping the rewards.

Just like the so-called tolerance policy now, if our Chinese companies are really suppressed, the biggest beneficiaries are definitely not European companies anyway. If our Chinese companies are not suppressed, they can maintain a Stablize.

European companies, can't go on like this? "

"So Mr. Gu, do you have any ideas or suggestions?"

"Recently, the relationship between China and Europe is still very good. The cooperation between Chinese companies and European companies is also deepening. The large cooperation environment and cooperation foundation are here. So I am here this time, and I want to target the semiconductor industry. Let's talk about it in depth.

Because as far as the current technological war is concerned, semiconductors are the vanguard, but you should be very clear about the recent situation of semiconductors in the United States. Intel has no choice but to find TSMC to manufacture, and we, Mr. Meng, are currently in Taiwan Province. total contact. "

Everyone looked at each other sensitively, Prouss asked, "What does TSMC mean now?"

"TSMC has indeed used infringing products, and it is inevitable to suffer losses. However, TSMC is indeed reluctant to accept orders from American chip companies, but well. If our mainland semiconductor companies and European semiconductor companies can make up for TSMC's lost orders from American semiconductor companies, things will be fine. It's the same."

Bozzotti answered subconsciously, "Mr. Gu seems to have expectations for our European semiconductor companies?"

"The restrictive behavior of American companies has indeed vacated a large market, and I don't believe that European companies don't want to make money in their hearts.

But why some companies want to make this money but don't make it, just like what Mr. Pross said just now, because they are threatened.

So why is it threatened?

The problem lies in the decline of European semiconductor companies in recent years, because you now need to rely on American technology. I hope you don't mind my directness.

If your core technology does not need to rely on others, if you have your own core competitiveness, why are you afraid of threats?

Therefore, the root of everything lies in the capabilities of the European semiconductor industry itself. The best development direction now is to quickly gather forces in Europe and focus on the development of the semiconductor industry. As long as the European semiconductor industry is out of the threat, is it afraid that there will be no market?

Why bother to take advantage of the tolerance policy of the United States?

When I come to Europe this time, I just want to ask if you have this kind of heart. If so, Dafeng Group is very much looking forward to cooperating with you. In the future, we will build a fair global semiconductor development pattern together.

If not, then treat it as a casual chat. "

In fact, before Gu Junhui set off for Europe, he had already heard some information, and knew that Europe was planning something, that is, the EU Trillion Chip Alliance, which had to wait for two years.

Ever since European companies discovered the so-called tolerant policy of American companies, they have become very popular. Coupled with the increasingly unpredictable general environment, European companies are also seeking changes.

The EU Trillion Chip Alliance is the EU Chip Alliance that was forced out of various internal and external environments. It was jointly established by 17 countries headed by Germany, France, Italy, and Spain. It plans to invest 145 billion euros in semiconductor research within 2-3 years. Technology Cooperative Alliance.

The 17 countries even jointly signed the "Joint Statement on the European Processor and Semiconductor Technology Plan", aiming to bypass the United States' semiconductor restrictions and improve the competitiveness of European countries in the chip industry.

At this moment in 2018, the EU Trillion Chip Alliance is still in the negotiation period, but everyone has already had their ideas. Gu Junhui came this time to stimulate them, especially with the stimulation of TSMC.

At this time, Intel has had to rely on TSMC to help manufacture chips under 10nm. If TSMC refuses to do foundry for Intel, and if TSMC is willing to do foundry for European semiconductor companies, a key opportunity for European semiconductor momentum is right in front of us!

Coupled with the cooperation between China and Europe at this time and the absolute strength of Dafeng Group, the attitude of European countries quickly became stronger.

Not long after, the 12 EU countries issued a joint statement, expressing the EU's determination to cooperate in building a 100% demi-processed chip production line.

The negotiation progress of the EU Trillion Chip Alliance has also entered a state of acceleration, and in this time and space, it will most likely arrive early.

In conjunction with this statement, some European semiconductor companies directly named the unfairness of the United States' tolerance policy and asked the United States to give European companies an explanation.

At the same time, many European semiconductor companies stated that ASML did infringe the rights of Shanghai Weidian Technology, so they will no longer purchase ASML's lithography machines, and will only purchase Shanghai Weidian Technology or Canon's lithography machines in the future.

Back to TSMC, TSMC has become a catalyst to promote the development of semiconductors in the EU. Similarly, the intention of the EU Semiconductor Development Alliance has also stimulated TSMC in turn.

After learning more about the situation in Europe, Zhang Zhongmou's expression was no longer so tangled.

European companies took the lead in opposing ASML’s infringement, the cooperation and development of European companies created greater possibilities for the future size of European semiconductors, and Europe began to clearly point out that the United States violated semiconductor rules. These things are paving the way for TSMC.

Even if TSMC speaks out at this time, the European Union will take the lead for him. What's more, TSMC doesn't have to fall out with the United States to that extent.

At the end of July, TSMC issued a statement stating that after the docking with the legal team of Dafeng Group, TSMC accepted the settlement and terminated its cooperation with ASML with immediate effect.

As for Intel's orders, TSMC began to adopt delaying tactics.

After all, TSMC doesn't want to offend Intel, so let's wait behind Dafeng Group and European companies.

But as Meng Qian said, as long as TSMC is willing to delay, it will be a huge blow to Intel.

The United States, which does not have a production technology below 10nm, has no alternative choice once it loses TSMC's foundry cooperation.

Especially next door, Europe is still cooperating with China. Maybe they will develop better than the United States in a few years. Then...

The global semiconductor landscape will be completely rewritten.

At the end of July, Intel stock fell 12%, and the US semiconductor market was in an uproar.