"Has your company also broken through the calm?" Porter asked excitedly. If this is the case, then he has nothing to fear and can continue to fight Intel.

"It's hard to say for the time being, and it's hard to say!" Suzuki Jirokichi shook his head slightly, still with a smile on his face and said, "But, if everything goes well, we will also hold a press conference next month.

Mr. Potter must come to participate then!"

"Definitely! Definitely!" Porter said quickly, and then he felt a little more hopeful. There is no need to expect that Nikon can also launch its own new generation of lithography machines, otherwise AMD will have to live a hard life for more than ten years.

Suzuki Jiroyoshi did not invite too many people. He just said something to Porter. The main reason is that AMD is now one of Nikon's most important customers. He must find a way to appease AMD to prevent the other party from getting sick during this period.

He hurriedly sought medical treatment, and then took the initiative to seek cooperation from AMSL.

Although this possibility is unlikely, it is still better to take precautions just in case.

On the other hand, after the press conference, AMSL informed the headquarters that an internal board of directors meeting was held. AMSL shareholders, that is, each director representative, attended the meeting and were interested in the subsequent earnings of AMSL.

Discuss division.

"Dear gentlemen, according to the research of our relevant market department, the market pricing of 1700i should be around US$150 million to US$200 million per unit," the president of AMSL reported to the board of directors.

"So expensive?" Even the directors present were stunned when they heard the price. They were shocked by the price.

"I remember that when it was the most expensive, a top-level lithography machine only cost about US$80 million. How come it tripled all of a sudden!" TSMC's representative frowned and asked excitedly.

Of course he was excited. Although TSMC is also a shareholder of AMSL and is even the second largest shareholder after Intel, the directors have agreed that the major shareholders must also settle their accounts.

Although AMSL's products will be sold to the company's shareholders first, the price must be completely based on the market price. At most, it will be the cheapest price in the market price, without any additional discounts.

The reason is very simple. AMSL has so many shareholders. If a company can obtain goods at an internal price that is much lower than the market price, it will directly cause damage to the interests of other shareholders. After all, if these equipment are sold to non-shareholder companies, then

The price can be about 20% to 30% higher, and these are all dividends that ultimately fall on the shareholders. Of course, the shareholders cannot bear to suffer the loss of their own profit sharing.

So even if TSMC is the second largest shareholder, if the price is determined to be between US$150 million and US$200 million, then TSMC must pay real money to buy it from AMSL at a price of US$150 million.

Among this shareholder, as the world's largest semiconductor OEM, TSMC will definitely take away the largest number of lithography machines. Therefore, Intel actually has the right to take away the largest number of lithography machines, but Intel no longer

We process the chips ourselves and entrust them all to him, so these purchase quotas will eventually fall on TSMC itself, and TSMC will spend its own money to buy back these equipment.

As for the products that belong to Intel's equipment and are processed, they can only be sold to Intel, which is particularly fucked up.

Originally, TSMC felt that if the selling price was around US$80 million to US$100 million, it would still be an acceptable price. But now the price has soared to US$150 million to US$200 million per unit. If TSMC takes away 10 of them, then

It would have to spend US$1.5 billion to US$2 billion in cash, which would be quite a stretch for TSMC.

"Dear Mr. Directors, the previous price was indeed only up to US$80 million. But that was during the most intense period of competition. Fuso's companies were also engaged in a fierce price war with us, so we could only lower the price.

To an extremely low level, the company was losing hundreds of millions of dollars every year during that period, and the directors also knew it!"

"But now, we are the only one in the world that can produce deep ultraviolet immersion lithography machines, and we are the only one that can break through the 70nm limit. We don't have any competitors, so our prices naturally have to be set higher. This is also to make up for the company's

Losses caused over thousands of years. After all, the company still has billions of dollars in debt to repay!"

"So we must take advantage of the few years when the market is exclusively occupied by us and use high prices to earn the most profits. When Tai Company's immersion lithography machine comes out in three to five years, we will have no chance, so we sell now

The high price is inevitable, and I ask for your understanding and support from all shareholders!" the president said calmly, and all the directors present also smiled and expressed their understanding.

Of course they have to understand. After all, most of the shareholders here have no need to buy lithography machines. Therefore, the higher the price of lithography machines, the more profit dividends they can get. How can anyone disagree?

reason.

There was only one representative from TSMC, whose face was red with anger, but there was no other way. You know, in order to maintain its monopoly advantage, TSMC must take advantage of its unique position in the market in recent years to use high-precision manufacturing processes.

The chip puts the control in your hand.

So this means that most of the 1700i in the next few years will inevitably be consumed by TSMC. Then TSMC must accept the minimum price of US$150 million per device. The way for AMSL to make up for its losses is to start from TSMC.

There is no such thing in the world as cutting off the flesh of a shareholder and then giving it to other shareholders as dividends!

But this representative had no choice. Although he was the second shareholder, his shares did not exceed 10%. When most of the board of directors united, TSMC's voice became insignificant.

TSMC has no choice but to bite the bullet and accept this high price.

"Okay, all of us here are manufactured by TSMC. Sooner or later, TSMC will be able to make money back from us, so don't be stupid here!" The Intel representative saw the TSMC representative's intention.

Dissatisfied, he snorted coldly.

"..." The TSMC representative opened his mouth, but no words came out.

There is nothing wrong with this truth. It seems that wool does come from sheep. But the problem is that TSMC and Intel have signed a long-term purchase agreement. The price has a benchmark price. The price can only increase by 5% at most every year, and it must also

Only with approval from Intel.

Previously, this benchmark price allowed TSMC to maintain a gross profit of about 20%, which is not bad. If it really spends 150 million to purchase a photolithography machine, even if it adds another 5% processing fee, the final gross profit will probably be

You can't even maintain 3%, but you still make a dime.

About half of the other companies here have also signed such long-term purchase agreements, and the prices are strictly limited. Together, these users account for more than 78% of TSMC's production capacity. If the gross profit of these users is only 3%,

Then TSMC directly transformed into Yang Bailao.

"That's all, it seems we can only raise prices aggressively and earn back profits from the remaining 22%!" TSMC's representative finally muttered in his heart.

The remaining 22% need to raise prices by at least 70% to make up for the 78% profit loss. And who are the remaining 22% of customers?

Not to mention anything else, 10% of the orders from mainland China are included, which is still a trap for our own people!

"Okay, the price has been set. Our internal purchase price is US$150 million. The external price ranges from US$160 million to US$200 million depending on the equipment configuration. What do you think?" Intel's representative said

, other representatives all said that this plan was very good, so it was settled.

"Then the most important thing is production. Mr. President, how many units can we produce this year?" asked a director.

"Dear directors, according to the calculations of the production department, if everything goes well, we expect to be able to produce about 25 to 30 units of 1700i throughout 2005. In the next whole year of 2006, the output should be around 100 units.

!”

"Hey, why are there 10 more units than expected? I remember at the beginning of the year, didn't I say that this year's output would only be 15 to 20 units at most?" Upon hearing this result, the TSMC representative asked excitedly, but he couldn't see that he

His expression was one of surprise or joy.

"Yes, the reason why I thought the maximum output was only 20 units was because of the supplier's capabilities. The most critical deep ultraviolet light source can only produce 20 units at most. But just last month, we got another

Suppliers, they can also provide 10 laser sources this year, so we can eventually increase the production to about 30 units!" AMSL president said with a smile.

"That's really great!" After hearing this news, most of the directors were full of smiles. After all, in another 3 to 5 years, Fuso's photolithography machine company will be able to launch the same type of products.

It would not be able to sell for the high price of US$150 million.

So you have to take advantage of the current exclusive business to sell. The higher the output, the higher the profit. If you can sell 10 more units, you can earn an extra 1.5 billion US dollars. This is a good deal!

Of course, there are also people with ugly faces. For example, one of the directors present stood up and asked, "Mr. President, is your news reliable? Aren't we the only ones in the world who can mass-produce lithography at TRUMPF?"

Does the machine need a deep ultraviolet light source? Where did the second company come from? Don’t be fooled!”

This man was a little excited. Although he was not a representative of Trumpf, Trumpf was one of the subsidiaries of his group. Trumpf has always been the strongest laser light source manufacturer in the world. They are the only ones in the world who can

Producing high-precision deep ultraviolet light sources for use in photolithography machines can be called the light of Europe.
Chapter completed!