In recent times, there has been a global shortage of chips, making many people start to pay attention to the chip thing again. Huawei recently announced that it will develop a new generation of Kirin chips, targeting the 3NM level.
But the embarrassing thing is that even if Huawei can develop it, we still can’t mass produce it. Because still stuck in the foundry link. After 2 years of chip wars, many people have probably understood the pattern of the global chip industry.
Chip industry chain is very long, but the overall can be divided into three links, the first is the design, the second is the foundry, the third is the packaging and testing. These three links inside the design and foundry technology content is the highest, the lowest threshold of packaging and testing.
Meng Wanzhou accident day, Chinese physicist Zhang Shoucheng jumped in the United States, is it an accident or coincidence
Huawei can currently do is to design links, of course, can do such things a lot of companies, such as Samsung, Apple, Qualcomm, AMD, Intel and other companies. But 95% of these companies must use the architecture of the British ARM company.
Foundry link is different, although many foundry companies, but the real foundry can only be the top chip TSMC and Samsung, other foundry companies are unable to produce chips below 5NM. These two companies are currently in the field of research and development of 3NM chips.
Sealing and testing is not to say, at present can do a lot of companies, China is now the most advanced in this field, but there is no technology content, can not be stuck in the neck of others.
The most important equipment in foundry is the lithography machine of AMSL company in the Netherlands. This is the only company in the world that can produce the top of the lithography machine. But the interests behind the AMSL company is very complex, although this is a Dutch company, but the largest shareholder is from the United States, in addition to Samsung, TSMC, Intel and other companies are also his shareholders, and the AMSL company production of lithography are priority supply to these three companies. The key point is that AMSL needs 17 kinds of raw materials to produce lithography, of which the most critical 9 kinds come from the United States.
Meng Wanzhou accident on the day, Chinese-born physicist Zhang Shoucheng jumped in the United States, is it an accident or coincidence
See here you understand, even the United States, he can not a country to integrate the entire chip industry chain, but ARM is the British (now acquired by Japan’s Masayoshi Son), AMSL is also almost controlled by the United States, foundry TSMC and the United States, needless to say, the relationship.
So you know why the Americans can card Huawei and other Chinese companies neck it. Back to Huawei and the United States of America’s chip battle? There is one thing that has been a question in the minds of many people?
That is why Meng Wanzhou accident on the day, the famous Chinese-born physicist Zhang Shoucheng jumped in the United States, these two things in the end is an accident or coincidence?
What is Zhang Shusheng in the end? Some people may not understand, Yang Chen Ning’s disciple, the United States Stanford University physics professor, he has got in addition to the Nobel, all of the physics awards, Yang also said that Zhang Shousheng get Nobel is a matter of time.
The day of Meng’s accident, Chinese-born physicist Zhang Shoucheng jumped from a building in the United States, is it an accident or coincidence
Zhang Shoucheng’s research topological insulator is very likely to break through the limits of the current chip, and Zhang Shoucheng has promised to establish a chip research laboratory in Shanghai.
After these two things appeared on the same day, such a version was circulated online: in September 2018, Shoucheng Zhang got the European Prize for Physics, on December 1 of the same year, Shoucheng Zhang had dinner with Meng in Argentina, then on the same day Meng was caught in Canada, Shoucheng Zhang jumped off a building at Stanford University in the United States, and 3 days later the AMSL lithography machine ordered by SMIC was burned up.
This version then circulated wildly, and many people believed that it was the US conspiracy behind it. However, the rumor was soon debunked. Zhang Shoucheng was awarded the European Prize for Physics in 2010, and at that time this research had nothing to do with chips. In addition, on November 30, Meng Wanzhou went from China to Argentina, when she was transferred in Canada, and was controlled by the Canadian police. Zhang Shoucheng jumped from a building because of depression. In addition, the lithography machine of AMSL was burned, which was actually a supply chain manufacturer in a fire.
From the fact that these few things are indeed isolated and not like what was spread online before, what is the truth?
The day of Meng Wanzhou’s accident, Chinese-born physicist Zhang Shoucheng jumped in the United States, is it an accident or coincidence
The people who have studied law know that sometimes facts are not necessarily equal to the truth. Courts decide cases based on evidence, and sometimes evidence does not restore 100% of the truth. All the evidence tells us that Meng’s case is not related to that of Shoucheng Zhang.
The U.S. police investigation shows that Shoucheng Zhang committed suicide because he was depressed. After many gossips, Shoucheng Zhang’s family also specially entrusted the media to clarify that Shoucheng Zhang did commit suicide because of depression.
In addition, Zhang Shoucheng established Danhua Capital in 2013, because the investment in blockchain led to serious losses. Many people also believe that investment failure is also the key issue that overwhelmed Zhang Shoucheng.
The matter should come to an end here. Zhang Shoucheng’s death is related to depression, there is no conspiracy theory.
The day of Meng’s accident, Chinese-born physicist Zhang Shoucheng jumped off a building in the United States, is it an accident or a coincidence?
Then let’s talk about another thing, the burning of AMSL lithography machine ordered by SMIC. SMIC ordered a $120 million lithography machine from AMSL at that time, which would be able to produce chips below 7NM, which would liberate the current plight of Huawei.
So on December 4 of that year the so-called fire thing happened. But the truth of this matter is that the fire occurred in Prodrive, the electronic parts supplier of AMSL, which caused the delivery time of AMSL’s lithography to be affected. Originally, SMIC’s agreement with AMSL was to deliver in the first half of 2019, and then it was delayed because of this fire incident, and then the ban came out, so it was postponed indefinitely.
The fact is also not that the lithography machine ordered by SMIC was burned, but a component manufacturer was burned. So it is also different from the net rumor.
After the combination saw in these things, many people should come to a conclusion that all 3 things are isolated and not combined together, so it cannot be said to be a conspiracy theory.
Meng Wanzhou accident day, Chinese physicist Zhang Shoucheng jumped in the United States, is it an accident or coincidence
But as the saying goes, small probabilities often lead to big problems. 3 small probabilities happened in a row, which eventually had a huge impact on the development of China’s chip industry.
To make a bold assumption, if Zhang Shoucheng had not had an accident, under his leadership China’s chip may have ushered in a huge breakthrough, or AMSL’s supply chain manufacturers were not burned, SMIC got that lithography machine on time, then Huawei could give the Kirin chip to SMIC to OEM, and the situation is different today.
The truth we see now is just the evidence shown to us, and the real reason behind what happened is no one knows. Than say last year, the chairman of the tour company was poisoned incident, from the hospital that Lynch was poisoned to death, then the real key is that he was accidentally poisoned, or artificially poisoned. In the end we all know that he was poisoned.
The day of Meng’s accident, Chinese-born physicist Zhang Shoucheng jumped from a building in the United States, is it an accident or a coincidence
Back to the depression of Shoucheng Zhang and the fire of Prodrive, AMSL told the world that our supplier, Prodrive, had a fire, so our supply was affected and the delivery of all lithography machines was delayed. But no one told us whether the fire in Prodrive was man-made or an accident?
Meanwhile, back to the suicide of Shoucheng Zhang. It is true that Shoucheng Zhang committed suicide, and he did so because of depression, but why did he get depression? Is there no one to suspect?
In fact, there are two suspicions worth considering, the first one is that Zhang Shoucheng is a Christian, which is not allowed to cut himself, and the second one is that Zhang Shoucheng is a scientist. From the perspective of psychology, scientists have stable pursuits and values, so the probability of him suffering from depression is actually very small. Many people suffer from depression because they cannot find their goals and pursuits in life, or they are hit by major events. Have many people ever thought that the so-called unrelated, perhaps is what some people want the world to see. If people want to do such a thing, they will not be stupid enough to do it openly, right?
Obviously Zhang Shoucheng did not, but none of this matters anymore because Zhang Shoucheng is gone.
Meng Wanzhou accident day, Chinese-born physicist Zhang Shoucheng jumped in the United States, is an accident or coincidence
The first time I saw the film, I was able to see it. In 2014, when Zhang Shoucheng was interviewed by Pan Shiyi, Zhang Shoucheng made it clear that the current chip is based on the development of Moore’s theory, the volume of dipolar components continue to shrink, so the chip performance continues to improve, and almost every 18 months to improve the performance of double.
But this performance improvement is not endless. Because as more and more components, the heat problem will become more and more serious, and finally lead to the entire chip can not work, this limit is currently unbreakable, most of the world’s chip design companies will encounter this bottleneck after a few years.
So scientists around the world are already looking for new tracks to break the limits of the chip. The topological insulator proposed by Shoucheng Zhang is a brand new theory, if successful, the global chip will usher in a huge leap.
Of course, Zhang Shoucheng just put forward a theory, but also need to continue to experiment in the laboratory, before the ultimate success. Zhang Shoucheng needs the theory of high-temperature superconductivity to support his success. But at least at that time, Zhang Shoucheng was the closest scientist to the goal.
Objectively speaking, if Shoucheng Zhang had not died, his theory would not have been truly realized by now, because it could take 5 years, or even 10 years, or even longer, no one knows. But with Zhang Shoucheng as the leader, he can definitely drive the whole Chinese chip research.
Meng Wanzhou accident day, Chinese-born physicist Zhang Shoucheng jumped in the United States, is it an accident or coincidence
In fact, from the current chip pattern you can know that in the race road we are very difficult to succeed. Even if we can handle foundry, but we can not get lithography, even if we can get lithography, we can not get lithography raw materials, because the industry chain is too long, we started too late, others just a light source original can be stuck you.
So we need a new track, and now is an opportunity.
But we believe that as long as we are willing to work hard, even if we lose Shoucheng Zhang, we can’t hinder our chip development.
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