Pete Winick finally calmed down after his anger, and then called all the core executives of ASML to hold an emergency meeting overnight, and specifically avoided some of the shareholders of ASML, such as Samsung, Intel, and TSMC. Director.

"25 million US dollars? The most sophisticated high-end lithography equipment in the world sells such cabbage prices? Is he crazy?"

"What year and month will the C?te d'Azur want to recoup $ 100 billion in research and development costs?"

"The quality is absolutely poor."

In the conference room, several executives who were informed of the news were also very shocked. At the moment, you are talking about me.

Pete Wernicke was very distressed and helpless: "This is not a quality problem. The three aspects of China ’s scale production effect, supporting advantages and huge market determine that the production cost can be so low without reducing the quality. Hua It is with this advantage that the Chinese have defeated international competitors. Have you forgotten the story of the 'balance car'? They even sold $ 160 for a unit and still made a profit. "

When this thing first came out, the price was as high as 50,000 US dollars, and the person who bought it at that time should also have a brain problem.

This is the manifestation of large-scale production, supporting advantages and large-scale market, which translates into unparalleled international competitiveness. Many companies in China rely on these three magic weapons to conquer international competition, defeating one after another international competitors, so that The products manufactured by Hua Guo are all over the world, and various countries are the largest trading partners with other countries.

As a matter of fact, it is very clear inside ASML that the lithography machine is a monopoly + high-tech profiteering product. They are the most aware of their own production costs. ASML ’s own extreme ultraviolet lithography machine is sold for $ 20 million. There is profit to make, but it will not be so profitable. This is an objective fact, and any pure craftsmanship is nonsense.

Intel and TSMC have already calculated the production cost of the extreme ultraviolet lithography machine, and the evaluation price given is about 20 million US dollars. It is relatively reasonable. As a result, they have mastered the international pricing power. Even the shareholders of ASML, such as Intel, have no choice. They still have to pay so much money to purchase the lithography machine.

Even if profit is related to production cost and R & D cost, it is not the core factor. The core of real profit is the international pricing right. Whoever controls the price will have profit.

Once the Purple Star lithography machine came out, it means that ASML will lose the international pricing power of the lithography machine and change it to the C?te d'Azur to redefine its value and give new prices.

The most terrible thing is that the C?te d’ Azur can even ignore the profit of lithography equipment. This is where Pete Wernick feels desperate. The C?te d’ Azur generates $ 250 billion a year. The profit of the lithography equipment is Luo Sheng. Perhaps it is really inconspicuous, and what cares more is the strategic significance of the lithography equipment for the entire Cote d’ Azur, rather than how much money this equipment is expected to make.

Even if it was sold for 200 million US dollars, the market is only more than 20 billion US dollars a year, which is less than one-tenth of the company's annual revenue for the C?te d'Azur.

Don't care about this profit, it does not mean that there is no profit. The Cote d'Azur is a large group company. Luo Sheng will never look at the profit performance of a certain business segment of the company. That will be limited to a small pattern, but the whole group. The company's overall profit performance.

Maybe the development of Zixing lithography machine is a loss of money, but because of the willingness of Zixing lithography machine, other businesses on the C?te d'Azur have taken off, and the company is more competitive. This is to make money, but the profit is expressed from other sections. It just came out.

Obviously, mastering the international pricing power is fundamental.

Pete Wernicke said suddenly and firmly: "You, ASML is experiencing the biggest crisis since the company was founded, so I suggest and make a temporary proposal to the board of directors to fully open the authorization cooperation of the extreme ultraviolet lithography machine. We can put the most advanced The lithography equipment is sold to Huaxin International and other Chinese manufacturers, to any desired customers, and all export restrictions are lifted. "

Everyone was shocked on the spot,

The Chief Operating Officer said directly: "Pete, ASML is an international core member of SIA (North American Semiconductor Industry Association). SIA will not agree. I am not optimistic about this decision."

Pete Winick smiled bitterly: "I don't want to, but ASML is about to face a crisis of survival. It may go bankrupt at any time, and tomorrow's stock price will inevitably collapse again. We have no choice."

With that, Pete turned around and said unhappyly: "Do you know why I purposely avoided the directors stationed by external shareholders? Lifting up the company, Samsung, Intel, etc., maybe they have already begun to discuss the possibility of abandoning ASML. "

No one's money is brought by the wind. The total cost of research and development of the ASML extreme ultraviolet lithography machine is about 20 billion US dollars. Samsung, Shengji, and Intel have funded nearly 6 billion euros, and they have to pay for it. More than 100 million US dollars.

Next to the Cote d’ Azur, the Purple Star lithography machine has already killed ASML ’s products on the exposure system, and it is also sold so cheaply. What ’s more important is that it can alleviate the current contradictions between the two parties, save procurement costs and earn the Greater China market How to choose between buying and selling, as a capitalist can vote with his feet.

No matter how strong the business alliance is, it can be easily defeated as long as the interests are sufficient.

Semiconductor manufacturers such as Samsung, TSMC, and Intel are indeed shareholders of ASML, but in fact they do not have much interest in participating in the shares. At the scale of ASML, these giants have less than three full meals to eat. Don't look down on this profit.

In a sense, it is forced to participate in the stock. The reason for ASML ’s shareholders is that ASML ’s regulations require that they want to buy their most advanced products. The semiconductor giants such as Intel must participate in the lithography machine instead of ASML's profit and equity participation are essentially different. ASML itself wants to bind these giants and let themselves eat monopoly high prices for a lifetime.

Pete thought about it carefully and said again: "SIA will definitely try to obstruct it. The game is quite complicated. We must understand the key nodes in order to find the real survival path."

Who would have thought that even a monopoly high-tech company like ASML had already said "survival" at the moment.

At this moment, Pete ’s mind suddenly became very clear, looking at everyone calmly and saying, "First of all, the semiconductor industry will enter a situation of reshuffling. It ’s just a matter of time. The main contradiction is the conflict between Luo Sheng and SIA. ASML does not have an absolute monopoly position in the semiconductor equipment sector. If it is indifferent or there is a slight mistake in decision-making, it is likely to become the first victim of the game between the two parties on the negotiation table. "

Everyone nodded again and again, and one of the core executives at the meeting asked: "But the problem is Pete. Didn't your decision just mean to push the company to the opposite of SIA? Chinese people are not good cultivators, maybe we turn our backs with SIA, Chinese people It will treat us with kindness, but I think this is only a short-term. When the limelight comes back and stabs us, at that time SIA will not only save us, but will come up with a supplement to punish our betrayal. "

Shopping malls are like battlefields. This is a war without smoke. It ’s difficult to figure out who is a truly reliable collaborator and who is a real competitor. That ’s right. It ’s a collaborator, not a friend. Despite talking about friends, no one will really believe that there will be real friends on this disk, and at most they are collaborators.

Pete said: "Serving Luo Sheng is not equivalent to betraying SIA. This decision is to raise the importance of ASML in this turmoil and make SIA value us."

As soon as these words came out, everyone present understood the intention of BOSS.

This is to talk to the SIA with the C?te d'Azur as a bargaining chip before negotiating with the C?te d'Azur. This bargain is that if your SIA dares to abandon my ASML, I dare to jump back in time without any hesitation.

On this issue, the enemy of the enemy is a friend.

Obviously, Pete believes that the probability of SIA's compromise at this time is extremely high, because ASML's move will jump to the wrong side. The key is that after opening this mouth, it will get worse and worse. What about Japan's Shin-Etsu Chemical? Samsung? These international members of SIA see that ASML's decision-making cannot be impossible.

Moreover, Samsung and other multinational groups have in-depth cooperation with the French Riviera.

The entire industry is facing a situation of reshuffling. Someone has broken the rules of the game, and the future is full of uncertainty. At this time, everyone is panicking and will find a way out of the guarantee.

This is the place where SIA is most afraid and most unwilling to see. The team engaged by ASML is distracted, and if it is not handled properly, it will face a domino-style crash and will not be able to pull it when the time comes.

The senior executives at the core of the meeting could not help but nodded repeatedly. It turned out that instead of really wanting to "drop the enemy", they put pressure on SIA under the condition of "dropping the enemy", establishing that ASML will not be the first victim in this major reshuffle After that, negotiate with Luo Sheng or the Cote d'Azur.

Obviously, in the current situation where the industry is about to reshuffle, ASML ca n’t survive by itself. It is only humiliating to negotiate with ASML by ASML itself, because there are no chips. Do you cooperate? You don't have the same product advantages and market size. Isn't it better to eat you directly?

Can't even speak.

So in the end, we have to rely on SIA and Americans.

The temporary emergency meeting held by ASML late at night reached specific matters in less than half an hour. In the early morning of the next day, Pete Wernicke flew personally to Huaguo ~ www.novelhall.com ~ Without face, Pete Wernicke could also predict that his move would become a hot news on the day. It is certain that it will be mocked and abused as a "traitor". The Azure Coast has just announced the Purple Star lithography machine. You will be the next day. Running so diligently directly, the arrogant and cold side of the previous one was in sharp contrast with it.

It's really looking for scolding on both ends.

Pete didn't want to be so humiliated, but he couldn't help it, his life mattered. If his life was gone, he would have P's face.

This foreigner is quite real, no, it should be said to be very realistic.

The purpose of Pete's trip is not really to talk about concrete results, but to show SIA, the key is a word-fast.

Actions must be fast, and expired will be worthless.

...

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