October 25th.

Just when the industry was still shocked by the new large silicon wafers, Chensheng Technology and Huawei signed a contract on the "Strategic Cooperation Relations of Semiconductor and Communications Business".

According to the contract, Chensheng Technology will reach a strategic cooperative relationship with Huawei in the fields of semiconductor business and communications, and advance and retreat together.

Once this contract was signed, the semiconductor industry was in full swing again.

......

TSMC Headquarters.

In the spacious office, Liu Deying frowned after seeing the joint statement issued by Chensheng Technology and Huawei.

To be honest, Andy Lau is extremely disgusted with cutting off supply of Huawei chips.

Let’s not talk about various political factors, because Huawei has always been TSMC’s second largest customer. Losing this customer will have a great impact on TSMC’s profits.

Because that means that their company has a full 18% of its production capacity will be idle.

With TSMC's 500 billion US dollars in size, what is the concept of 18% of its idle production capacity?

But there is no way. On the one hand, Wall Street has too much influence within TSMC. On the other hand, TSMC's largest customer, Apple, is also under control of Wall Street.

North America wants to sanction Huawei, and TSMC will either give up North America's customers and market or give up Huawei.

In addition to the chip manufacturing field, many patented technologies and core equipment are controlled by North America, so it is really a helpless move by Andy Lau to give up Huawei, the second largest customer.

After all, no one will be unable to get along with money.

But now that Chensheng Technology and Huawei have signed a strategic cooperation contract, the situation has become more complicated.

Previously, TSMC took the initiative to contact Chensheng Technology and also wanted to reach strategic cooperation with the other party. For this reason, Andy Lau even exchanged shares with Loongson Semiconductor.

You know, TSMC is a giant with a market value of 500 billion US dollars. The other party actually wants to exchange shares with the other party for the sake of Loongson Semiconductor's large silicon wafer.

Of course, with the size difference between the two parties, even if TSMC takes care of Loongson Semiconductor, the shares exchanged will definitely be tens of percent and zero percent.

But the key is that TSMC actually agreed to give Lu Chen a board of directors and has the voting rights of TSMC's board of directors.

Moreover, this decision was unanimously approved by the TSMC Board of Directors.

From this we can see how much the other party attaches great importance to Loongson Semiconductor’s new large silicon wafer.

But Lu Chen just used TSMC to scare npx, and he did not really want to be the other party's only supplier.

Liu Deying is destined to be unable to include Loongson Semiconductor under his command.

Of course, if you cannot have strategic cooperation, it is impossible, and ordinary commercial cooperation is also OK, just like TSMC and other large silicon wafer manufacturers before.

But judging from the current situation, it seems that ordinary business cooperation is also in lingering. Now, Liu Deying feels a little uneasy.

TSMC is indeed the world's largest chip manufacturer, but it is not the only chip manufacturer.

Samsung, GF, UMC, SMIC...

Which of these peers doesn’t want to replace them and become the first stock in the chip manufacturing industry instead of TSMC.

Without Loongson Semiconductor's large silicon wafer, other colleagues probably would wake up from their dreams.

Therefore, we must cooperate with Loongson Semiconductor.

But the other party signed a strategic cooperation with Huawei again, and Liu Deying knew more about what this meant.

If you want to cooperate with Loongson Semiconductor, you must first cooperate with Huawei.

He was even sure that Huawei was planning to do this.

Thinking of this, Liu Deying rubbed his eyebrows and ordered Dong Zhu who was beside him: "Don't notify you, and the board of directors will be held in ten minutes."

"Yes, Chairman!"

......

Lu Chen is not sure about TSMC's internal negotiations.

In fact, it doesn't matter if he is clear about it.

Losing TSMC, a client, has no effect on him.

Because at present, the production capacity of Loongson semiconductor large silicon wafers is simply impossible to supply the entire chip manufacturing industry.

In other words, another chip manufacturer is destined to obtain this new large silicon wafer later.

Can't even get it.

The profits of large silicon wafers are not low, even less than those of battery management systems.

But compared with the most profitable chip manufacturing in the semiconductor industry, the profits of large silicon wafers are a bit boring.

Compared with the more profitable high-end smartphones, chip manufacturing seems to be insignificant.

Although Lu Chen has no plans to enter the consumer electronics industry for the time being, his influence on the consumer electronics industry has been established.

Moreover, he doesn't care about the profits of large silicon wafers, which is the biggest headache for the semiconductor industry giants.

The only npx that can hold down Chensheng Technology's weakness has also been acquired by Chensheng Technology.

From this perspective, Lu Chen seemed to be afraid of anyone.

Lu Chen is involved in the large silicon wafer industry, not planning to enter the semiconductor industry, but to gain a more stable foothold in the new energy vehicle industry.

This is also the reason for the acquisition of npx shares.

Car chips, battery management systems, wireless charging alliance.

Before he knew it, Lu Chen's layout in the new energy vehicle industry has become very deep.

In fact, even if he wants to build a car directly now, there is no big problem.

There is no battery technology to buy, and whether it is CATL or Panasonic, they are first-tier new energy vehicle battery brands.

The same is true for motor technology.

As for other non-core patented technologies of new energy vehicles, they can be solved through technical licensing or acquisition.

Chensheng Technology does not lack technology, funds, or even ecology.

If Lu Chen wants to enter the new energy vehicle industry, he will definitely become a hit, because the technology he masters is basically the most advanced.

However, he still plans to continue to work hard.

Chensheng Technology’s next goal is an in-vehicle intelligent system!

Whether it is traditional cars or new energy vehicles, the on-board systems currently used are mainly used for navigation and control of automotive hardware and software resources.

It basically consists of several parts: the host, the display screen, the operating keyboard (remote control) and the antenna.

But Lu Chen wants to make the in-car intelligent system different from ordinary in-car systems.

Because, it will be an in-vehicle artificial intelligence.

Compared with applying artificial intelligence technology to small mobile phones, cars with larger space can obviously be equipped with hardware systems with stronger computing power, making it possible to realize on-board artificial intelligence.
Chapter completed!