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While SMIC was sanctioned by the United States, former TSMC COO Jiang Shangyi returned to SMIC’s position as vice president, surprising the semiconductor industry. Co-CEO Liang Mengsong believed that it was not, however. respected and made Liang Mengsong resign angrily. The resignation letter noted that it helped SMIC complete 5 generations of technology development in 3 years, an achievement that an average company can only achieve in 10 years. However, a mainland citizen wrote anonymously to Lu Media, believing that Liang Mengsong’s stated exploits were exaggerated, and even described SMIC’s internal public opinion in detail.
Liang Mengsong mentioned in his resignation letter that 3 years have passed since he was appointed co-CEO by the board of directors in November 2017. In these more than 100 days, he hardly ever took a vacation. Even in June 2019, when I was living life in China’s Most Dangerous Time, he never gave up the expectations the company had of him.
Liang Mengsong pointed out that during this period, he tried his best to complete the process from 28nm to 7nm, a total of 5 generations of technology development, a task that an average company takes more than 10 years to accomplish. The results of an engineer day and night. Liang Mengsong emphasized that he did not come to the mainland to seek high-ranking officials, but simply wanted to contribute to the continent’s high-level integrated circuits.
Liang Mengsong also recounted that technologies including 28nm, 14nm, 12nm and n + 1 have entered mass production. Development of the 7nm technology has also been completed and venture mass production will be available in April next year. Regarding 5nm and 3nm, the 8 most critical and difficult technologies have also been carried out in an orderly manner, only when the EUV lithography machines arrive will we be able to enter the full development stage.
In response, the reader posted an article commenting on Liang Mengsong. The article mentioned: “How has Mr. Liang Mengsong fared at SMIC in recent years? He really has achieved outstanding performance in advanced technology. Has technological advancement exceeded expectations long before? Why did he react so fiercely to leave?”
Since its inclusion on the Science and Technology Innovation Board in July 2020, SMIC has been the focus of public attention. SMIC’s financial results released in the second half of this year are impressive. As you all know, the improvement in performance is due to the recent strong domestic demand for semiconductor manufacturing on the one hand, and on the other hand, the calculation of depreciation of mature process production equipment. In fact, the production value of FINFET’s advanced technology, which has the highest gross profit and is severely depleted at other foundries, has contributed very little to its predecessor.
The article pointed out that this 14 nanometer process, which has been heavily invested in a multi-year plan and will be mass produced in 2018, is still too small today and even contributed only 1% of revenue at the beginning of the year. The 28 nanometer manufacturing process was announced together, which is basically Li Daitao Zheng.
Once upon a time, SMIC had high hopes for Liang Mengsong, giving him great mastery in both technical management and personnel, in the hope that he could push forward SMIC’s advanced technology to achieve real technological breakthroughs. However, although SMIC has achieved mass production in the 14nm process, it is inseparable from its predecessor, Yu Shaofeng, and is even a year behind its development. It is the lowest rate of return among manufacturers of the same specification.
The reader even revealed that the so-called N + 1 and N + 2 technologies approaching the precision of the 7nm process originally only required the DUV machines used in the 14nm process. TSMC previously used these semiconductor production equipment to produce the 7 nanometer process is the best example, not the lack of access to EUV machines as an excuse for development restrictions.
The reader claimed that Liang Mengsong is a technical talent and is not good at management and integration. However, he came to SMIC to ask for the monopoly, cut first then play, do housekeeping, and hired his fork as Senior Vice President of Design Services. I don’t understand technology. This has also led to the dispersal of SMIC, the resignation of a large number of key technical staff and even many former customers have moved to other manufacturing plants.
The article mentioned that SMIC employees complained that Liang Mengsong was involved in the Cultural Revolution, and there was a lot of dissatisfaction on the Internet, and executives knew it well, so absorbing more talents to increase SMIC’s strength is the trend. general. He also urged that if it is really for the mainland semiconductor industry, it should just let go, go to the research and development unit to work hard, and let Jiang Shangyi, who is kind and united, run SMIC.
In fact, the size of SMIC is less than one-tenth that of TSMC. TSMC doesn’t care about SMIC like Samsung. Instead, the two parties may view it as different roles in the same ecology. At the end of the article, Jiang Shangyi was arrogant with the word “rogue general” and believed that SMIC’s careful arrangements, under the leadership of Jiang Shangyi, would definitely bring new opportunities to the company.
(Zhongshi News Network)
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