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Industry information 2022.04.24

Masters are the ones who put in the most effort.

 

Let’s start with TSMC. Due to the U.S. implementing a ban, TSMC was forced to 'cut off' supplies to Huawei. This caused great headaches for Huawei, as only TSMC could produce 5nm chips. How impressive is TSMC? Some of the world’s most advanced chips, like Qualcomm Snapdragon, Apple A-series, and Huawei Kirin, are all produced by TSMC. The company controls 53% of the global market share. Although TSMC’s size is less than a third of Huawei’s, its net profit in 2019 was 20 billion more than Huawei’s. Why is TSMC so outstanding? Because it has perfected the manufacturing of integrated circuits. It can pack 30 billion transistors onto a chip the size of a fingernail.
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Let’s also talk about ASML from the Netherlands, which is translated as "阿斯麦" in Chinese. The most important lithography machines used by TSMC to produce chips come from ASML. How impressive is ASML? It’s the only company capable of manufacturing lithography machines for producing 7nm and 5nm chips. ASML has a strict purchasing policy. Its most advanced lithography machine costs around 150 million euros per unit, and only companies that have invested in ASML, like Intel, Samsung, and TSMC, can receive priority in the supply of these machines. Chinese companies desperately want to buy them, but ASML just doesn’t sell to them; it only sells 'older models' to China. Why is ASML so impressive? Because it has pushed precision optics and machinery to the extreme. Just to give one example, the air in ASML’s production workshop is 10,000 times cleaner than the air outside.
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Why am I talking about TSMC and ASML? Because I recently saw a statement: 'In every industry, 1% of people take 99% of the cake, and the remaining 99% rely on the 1% of the cake to get by.' We used to talk about the 80/20 rule, but in the last 20 years, especially in the last decade, in high-tech and emerging fields, the 80/20 rule has evolved into the 1/99 rule, meaning 1% vs. 99%. Take TSMC and ASML I mentioned earlier, for example. Or take the booming live-streaming e-commerce; now, even though over a million people are engaged in live-streaming, influencers like Viya and Li Jiaqi, who are in the 1%, take 99% of the industry's cake. So, what I want to say is this: No matter which industry you're in, strive to become that 1%. How do you become that 1%? Pursue excellence.
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Pursuing excellence is not just a privilege for the experts; ordinary people can do it too. Let me tell you a true story, one from Liu Run, the Chairman of Runmi Consulting. One day, Liu Run was heading to the airport from Xujiahui, and while searching for a taxi in front of the Meiluo Building, a taxi spotted him and professionally stopped right in front of him. The driver asked, 'Where are you headed?' Liu Run replied, 'To the airport.' The driver continued, 'I only work in two places in Xujiahui: Meiluo Building and Junyao Building. Before I picked you up, I circled Meiluo Building twice, and finally saw you coming out of the office building.' Liu Run said, 'You have a method!' The driver replied, 'Yes, even driving a taxi requires scientific methods.' Liu Run asked, 'What kind of scientific method?' The driver began to explain in great detail: 'You need to understand statistics. I've calculated precisely, I drive for 17 hours a day, pay 380 yuan to the company, spend about 210 yuan on fuel daily. If you break down the costs per hour, it comes to 34.4 yuan. The cost isn't based on distance, but on time. I’ve done data analysis, and the average empty driving time between passengers is 7 minutes. If you keep picking up passengers with only the base fare, you won’t make much money that day. So, you need to choose where to park, when, and who to pick up, and actively decide where you’re going.'



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