On the same day, it was reported that Huawei officially launched the “Tashan plan” and put forward clear strategic objectives. It was said that Huawei had begun to cooperate with relevant enterprises to build chip production lines with independent technology. It was the first batch of companies shortlisted in the plan, involving a number of listed companies. < p > < p > on August 13, 21st century economic reporter contacted some companies in the list, and they all made clear to the reporters that they were not clear about the relevant plans. However, according to our reporter’s previous report, some people close to Huawei said that recently Huawei had some views on “Tashan”, including cooperation in the research and development of key semiconductor equipment to “a”. < / P > < p > the person said that due to the sanctions imposed on the international environment, TSMC and others were unable to manufacture Huawei chips, which led to the failure to produce Huawei chips. Huawei started the “Tashan plan” internally. According to the news, Huawei has begun to cooperate with relevant enterprises to build a 45nm chip production line without us technology, which is expected to be completed within this year. Meanwhile, it is exploring cooperation to establish a 28nm independent technology chip production line. The overall idea is to establish a resource pool for Huawei to support semiconductor materials and equipment enterprises through joint ventures and cooperative R & D. However, Huawei mainly does experiments, and does not invest in mass production with heavy assets, so as to help run through the production line. < p > < p > not long ago, Huawei launched the “Nanniwan project”, which includes notebook computers, large screens and other products. Judging from this, it seems reasonable for Huawei to launch the “Tashan plan”. < / P > < p > the reporter noted that the list of the first batch of companies selected for the plan was also circulated on the Internet, including Shanghai microelectronics, Shenyang Xinyuan (xinyuanwei), shengmei, North Huachuang, Zhongwei company, Shenyang tuojing, Shenyang Zhongke (zhongkeyi), Chengdu Nanke, huahaiqingke, beijingzhongkexin, Shanghai kaishitong (Wanye enterprise), Zhongke flight test, Shanghai Ruili and Shanghai Jingjing They are: measuring (precise measuring electron), keyihong source and Zhongke crystal source. < p > < p > News said that Xinyuan micro Co., Ltd. made the biggest progress. At the end of the 12th, Xinyuan micro rose rapidly, closing up or down by nearly 13%, while medium and micro companies rose slightly by 1.45%. < p > < p > especially in view of the news mentioned in the plan that “a 45nm chip production line without U.S. technology” will be built within one year, industry insiders think it is not feasible. < p > < p > since then, some media have verified the above plan for insiders in China. They all said that they have not heard of the news, and Huawei officials have not responded to this. < p > < p > Liu Xiaoyu, the Secretary of the board of directors of Zhongwei company, told reporters, “I don’t know the whole thing of Tashan plan. The marketing department of the company has paid attention to it and plans to issue a clarification statement.” According to the performance of the secondary market, Xinyuan micro made a sharp correction on the 13th, with a decrease of about 10% and that of Zhongwei company by about 2%. The relevant target stock price pull up and then callback, more by the market that the relevant news release “Tashan plan” hype means very strong. According to our reporter’s previous report, some people close to Huawei have said that Huawei has some opinions about “Tashan” recently, including cooperation in the research and development of key semiconductor equipment to “a”. According to the analysis of many people in the electronic industry, the market is willing to believe the plan because it is a necessary way for Huawei to break through the current situation. < / P > < p > “it can be realized. No one has been doing it for so many years because it is unnecessary and the cost is too high. Relevant information shows that Huawei does not engage in production lines, but participates in the setup of pilot production lines. After the test process is completed, it is handed over to the cooperative enterprises for production and replication. Under the leadership of Huawei, the integration is expected to accelerate. ” Liu Lang, a senior investment adviser of Kaiyuan securities, who has long been concerned about the electronic industry, said, “previously, the market generally expected to make a line of 28nm at least five years ago. Now it seems that the progress may be accelerated.” < / P > < p > and the strategic goal of this plan is also consistent with the current bottleneck links of the semiconductor industry, that is, to break through the key links of the semiconductor industry, including EDA design, materials, material manufacturing, process, design, semiconductor manufacturing, chip packaging and testing, so as to realize the comprehensive independent control of semiconductor technology. According to the main business of the companies listed in the list, most of them are mainly equipment: Shanghai microelectronics is a leading domestic technology manufacturer of lithography equipment, some of the etching equipment of the medium and micro companies has achieved the global leading position, North Huachuang is the leading manufacturer in the field of etching machine, and the main products of Xinyuan micro are the gluing and developing equipment and single-chip wet equipment for the lithography process. < / P > < p > “Huawei’s product line restructuring is just to beautify, which does not mean that it has no dependence on foreign countries. In fact, some semiconductor materials are still dependent on Japan, and there are some but not many in South Korea. In terms of chip design software, Huawei is fully authorized and can still be used for the time being. However, when the next generation production line wants to be updated, if it is limited, it will be a greater bottleneck. This is also an area that relies heavily on the United States. The United States should be able to occupy more than 80% of the market share. ” Liu Lang said.