第584章【半导体之争要再起波澜?】(2 / 2)

姚建鸿:“具体报价没有公布,但据称应该接近1亿美元级别。据了解,抬积电购买的EUV极紫外光刻机初期将用于300毫米晶圆、10纳米工艺,未来会考虑导入到450毫米晶圆上,今年第三季度,抬积电在EUV技术上的晶圆曝光速度已经达到每天600块,如果顺利的话明年可以达到1500块每天。”

罗晟低头沉思片刻,喃喃自语道:“抬积电的10纳米工艺虽然还在理论研究阶段,但已经有十多家客户基于它进行了产品设计,涉及到手机基带、GPU、服务器芯片、游戏机处理器、FPGA等等。”

姚建鸿点头道:“对,预计今年底就会有他们的客户完成流片并试产,明年或者后年即可大规模量产。10纳米比16纳米FinFET工艺带来25%的性能提升、45%的功耗下降、120%的栅极密度增加。”

这话罗晟当然听得出其言外之意,意味着蓝思半导体的FinFET工艺不在领先,极紫外光刻机技术的突破进一步为摩尔定律续命,也意味着最先进的商业芯片供货随时都可能会被欧美半导体厂商切断供应的可能。

华国半导体海外并购次次被否决、核心芯片禁止华国采购,国人逐渐明白西方国家对核心尖端技术是强力保护和限制普世化的,技术出口限制早就存在西方大国集体协议里,在高尖端技术方面守口如瓶,列单线制。

姚建鸿看向罗晟担忧道:“Azure-5的处理器工艺是10纳米,而蔚蓝海岸的筹码一旦失去谈判能力,对方就没有像以前一样那么好说话了,我们的业务进展可能会迎来不确定的变数。”

罗晟罢手道:“不,我们用紫星光刻机的9纳米工艺,‘蓝芯8’处理器搁置,跳过这一代集成AI芯片到‘蓝芯9’处理器里面,产能方面雄芯电子肯定跟不上,没关系,我们先亮剑,让对手看清楚我们准备了近10年的‘备胎’计划,再次获得谈判权利,对手会乖乖的过来求合作,产能自然会跟上来,对方如果头铁那我们就靠雄芯电子自己慢慢提高产能吧,公司有高利润维持,一时半会死不了的。”

看到罗晟如此信心十足,姚建鸿也无多大疑虑了。

罗晟问道:“对了,石墨烯柔性屏的制备研究怎么样了?Azure-5的旗舰机,前置摄像头不藏在屏下就不要推出,这款旗舰设备必须要实现100%真正意义上的全面屏。”

姚建鸿:“石墨烯屏幕材料这一块的研究开发,在刘教授团队加入之后,年前就有重大进展了,屏幕这块不会影响到Azure-5的发布,目前仍然在寻找成本压缩的办法,只是再怎么压缩短期内成本恐怕很难降下来。”

罗晟不以为意:“成本压不下来不是关键,能实现量产就行了,我们可以卖得贵一点。”

姚建鸿:“罗总,我们是不是该去找抬积电谈谈10纳米工艺芯片代工问题,找他们下单试探一下西方的反应,如果抬积电被北美半导体工业协会阻止,那说明我们可能拿不到订单,对方要翻脸了。”

罗晟淡然一笑,非常肯定说道:“当然要去,而且尽快要去。我打赌,备胎计划不亮相,这友谊的小船是翻定了。不过肯定要去谈的,我们希望这是虚惊,我们也希望继续和抬积电以及其他海外供应链伙伴继续合作,但是并不妨碍我们预警在先和创造机会,因此你以蔚蓝海岸董事会的名义向抬积电下单。”

停顿了片刻,想了一下罗晟补充道:“同时向媒体公开发布消息,下单是预警和创造机会的需要,也是把锅甩给对方的前提,我们先问个好,做个姿态礼尚在先,免得日后撕破脸皮咱们不占理,同时这个动作要快,要在北美那边反应过来决定限制我们之前去谈,否则就贬值了,谈完之后对方再反悔,锅就是老美自己背了,我们赚足了名和人心,这买卖不亏的。”

听罗晟这样的布局安排,姚建鸿不由得连连点头,笑道:“的确是稳赚不亏的买卖,我明天就飞一趟对岸,亲自和抬积电谈这个事情。”

有底牌在手,就是不慌。

……

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