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On the 15th of Zhuke’s 40th anniversary, Zhang Zhongmou and Cao Xingcheng have waited 20 years. After years of understanding the knots of two people in Taiwan’s semiconductor industry, the front IC cooperator also heard from the other side on the same day. Jiang Shangyi, chief executive officer of Wuhan Hongxin, will return to SMIC as vice president. The emotion was left behind. Due to late night Chinese media reports, Liang Mengsong, the current co-CEO of SMIC, was not informed that Jiang Shangyi would be returning due to dissatisfaction. He resigned because he felt he was not respected. On this day, the tech industry on both sides of the Taiwan Strait has undergone surprisingly dramatic changes, but both are happy and concerned.
After Liang Mengsong’s resignation letter was exposed, readers appeared on China’s official WeChat account to upload articles anonymously, criticizing Liang Mengsong’s personal achievements in his resignation letter. The details of the content attract the attention of the outside world. The following is the full text of the article:
The turbulent 2020 is coming to an end and national and international industries are actively planning the development of the next year. China’s leading IC foundry companies have continued to deliver important news for the past two days. After the Internet broke the news on the 14th that Mr. Jiang Shangyi, a leader in the semiconductor industry, would return and serve as vice president of SMIC, the current post appeared the next day. The full text of the resignation letter from Liang Mengsong, CEO of Core International. So how is Mr. Liang Mengsong doing at SMIC in recent years? Is it true that advanced technology has achieved remarkable results and technological advancement exceeded expectations long before? Why did you react so fiercely to leave? People cannot help but create a series of problems.
Since its inclusion on the Science and Technology Innovation Board in July 2020, SMIC has been the focus of public attention. The interim results announcement published in August showed that its net profit was 202 million dollars, a record; On October 15, SMIC announced that it raised its revenue and gross margin guidelines for the third quarter of 2020, which was nothing less than the center of attention. As everyone knows, the improvement in performance is due, on the one hand, to recent strong domestic demand for semiconductor manufacturing and, on the other, to the depreciation calculation of mature process production equipment. In fact, to put it bluntly, the ancient capital is still being eaten. The output value of the advanced FINFET process exhausted is actually very small.
Even as SMIC recently announced its advanced process performance at the China Annual Integrated Circuits Conference, it should have particularly highlighted the 14nm output value, which will be mass-produced in 2018, which will be mass-produced for the multi-year plan. You will make a lot of money in 2020. Today when the stock is full and extremely out of stock, because the output value is too small (only about 1% at the beginning of the year) and cannot be used on the table, you have to confuse 28nm and 14nm. Li Daitao is stiff.
Once upon a time, SMIC had high hopes for the incorporation of Mr. Liang Mengsong, both in terms of technical management and personnel, gave him great mastery and hoped to be able to push forward SMIC’s advanced craftsmanship to achieve a true technological breakthrough. However, in recent years, SMIC’s advanced process technology has not passed the test, and the goals promised by Liang have not been achieved. Although 14nm has achieved mass production, it is inseparable from the contribution of the predecessor, Dr. Yu Shaofeng, and is behind schedule. For more than a year, it hasn’t reached the 95% rate of return that Liang claimed a year ago. The actual rate of return is still behind the industry’s FINFET process at the same node. The so-called N + 1 and N + 2 process technologies close to 7 nm can be realized with only 14 nm of existing DUV equipment. Even if the country’s huge financial and manpower resources, regardless of cost, plus strong support from domestic companies, I was still a long way from mass production and the plan was delayed, so I had to shirk responsibility under the pretext of not being able to buy advanced EUV lithography machines. As everyone knows, TSMC has already achieved large-scale 7nm mass production with SMIC’s existing DUV equipment.
Objectively speaking, Liang Mengsong is a technical talent who is not good at management and integration. However, he came to SMIC to ask for the monopoly, cut first and then play and dedicate himself to internal cleaning. He hired his fork as a senior vice president in charge of design services. Understand technology. Their arbitrariness made SMIC discourage, a large number of senior technical staff resigned, and even many former customers have moved to other manufacturing plants. These phenomena are inconsistent with the growing calls to strengthen localization under Sino-US trade friction. SMIC employees even complained about Liang’s daily cultural revolution at the company. There have been many articles posted by SMIC insiders on the Internet who broke the news and questioned them, and the relevant authorities and top SMIC leaders are naturally more concerned. Knowing well, there are difficulties to say, so absorbing more talents to strengthen the strength of SMIC is the general trend.
As we all know, advanced process manufacturing is extremely difficult systems engineering, involving physics, chemistry, optics, materials, electronics, control, modeling, testing, precision equipment, and other highly sophisticated and multidisciplinary scientists. It is by no means one or two stars. A host of high-tech talents need to be integrated to advance all aspects of the play that covers the world. Mr. Jiang Shangyi used to be the second in command of TSMC. He led a multinational and interdisciplinary team of tens of thousands of people in an orderly manner. He was appreciated by Zhang Zhongmou and was also the boss of Mr. Liang Mengsong for many years. A leader in the field of IC manufacturing who knows how to integrate can join the SMIC board of directors, which is a great thing for SMIC. Furthermore, with Jiang’s qualifications, it is appropriate to arrange for the original two co-CEOs to report to him, which is enough to reflect the good intentions of the company’s board of directors. But why did Liang react so fiercely and immediately demand his resignation? In the final analysis, this is the same as Liang’s resignation from TSMC back then, due to his expanded personality.
Without a doubt, Liang has a set of techniques, but he also understands only part of the technique. He is a more than attractive general talent. This is also the reason why the front accumulator did not promote it to the center reserve circle. He can lead the team to be part of the research and development, but managing and attracting talent, integrating scientists and cultivating the team has never been his strong point, he is not fit to be CEO. You may not have realized that the current state of SMIC has something to do with its arbitrariness. If you really start from the general situation of the company, or from a higher point, as he said, from the general situation of China’s integrated circuit industry, Mr. Liang should put aside, devote his energy to research and development where he is good at and lead the management of the company. Power is handed over to Mr. Jiang, who is kind and good at unity, just like when TSMC was in harmony with each other in the past.
Regarding Mr. Jiang Shangyi joining SMIC again, most Chinese CI practitioners have the feeling of being expected. This is not only based on his tangible achievements at TSMC, but also on his optimism about his accumulated experience, contacts and leadership in the global semiconductor industry, which may attract more talent than China needs. In fact, the volume of SMIC is less than 1/10 of TSMC. TSMC doesn’t care about SMIC like Samsung, but sees it as a different role in the same ecology. Today, when the global supply of semiconductors is thriving and demand exceeds demand, TSMC’s limited resources are unable to meet actual production needs. Industry leaders with a global perspective understand the truth that “a single flower is not a spring, and a thousand reds is always spring.” The ignorant Xiao boys went everywhere to label people as “traitors”. Mr. Jiang Shangyi has already built extraordinary performance and appeal at TSMC, and has already had wealth and freedom. Accepting the important task of SMIC this time will surely help SMIC’s morale and performance. We have reason to believe that this important SMIC staffing should be done by top management based on the actual situation that SMIC’s advanced technology has failed to meet the standard mass production as scheduled, and will bring a new promotion of the development of the company. And opportunity.
(Source of the first image: shutterstock)
New knowledge of science and technology, updated from time to time
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