Bingxin switched from New York to Xiangjiang, and saw good gains on the first day of listing. This news was summarized by the Wall Street Journal for a long analysis of 28nm news.

Columnist Watson quoted the self-report in Bingxin's IPO prospectus and believed that Bingxin has truly become "one of the world's leading integrated circuit wafer foundry companies, and also the most advanced technology, largest scale, and supporting facilities in mainland China."

A professional wafer foundry enterprise with the most complete services and multinational operations."

It is precisely because of this that ice core is driving the rapid development of mainland China's semiconductor industry, creating at least more than 100,000 upstream and downstream jobs.

At the same time, it is difficult to ignore that the world-renowned mobile phone brand Yike has benefited a lot from the rise of Bingxin.

Watson discussed Ice Core's revenue of US$100 million in 2012 and believed that thanks to the 28nm first-line process, there will be at least 10% growth this year that far exceeds the global average.

He pointed out with concern that the actual manufacturing of global semiconductors is increasingly outsourced to Asia, and that America's share of chip manufacturing has dropped from 37% in 1990 to 15% at the end of 2012.

Of course, he also mentioned that Meiligen still dominates the most profitable links in the semiconductor supply chain, EDA, core IP, chip design and manufacturing equipment, but now it has to face the ambitious challenges of companies like Bingxin.

The Wall Street Journal is not the only media that pays attention to the dynamics of ice cores. There are many reports in New York and Washington that may be minor or serious. However...

It really doesn't make much splash.

Because what is currently facing America is a fierce dispute over the medical insurance bill and debt issues. According to the current development, a crisis related to the government cannot be ruled out.

As for a semiconductor company that manufactures in the east, weren’t there restrictions imposed last year?

And according to the assessment of industry experts, this is a measure that deeply limits its development.

Intentionally or unintentionally, the ice core that has been restricted has no tendency to usher in a second blow for the time being.

Fang Zhuo, who returned to Shanghai, paid close attention to the relevant public opinion trends and listened to the work reports of the lobbying team that had been working hard. He also received not-so-tactful statements from his close friends, so there would not be much problem in this regard.

At the very least, there won't be any problems in the next year.

Once a company goes public, it will only be sooner or later when the ties will be loosened, and with the advancement of ice core in advanced manufacturing processes, this time may have to be counted in a year, a half, and a quarter.

However, no matter what, Fang Zhuo believes that he can receive the news in advance. The friendship between golfers to make money will always be here, and the reputation of MIGA Fund for making money over the years will still be here.

Su Wei had always known that MIGA Fund had many large Western clients, but this time when she heard some details about some of the activities from Fang Zhuo, she was still... silent for a long time.

In the end, I gave an evaluation: "You are really capable of tossing."

"It's not bad, it just has a little more room to move around." Fang Zhuo was not satisfied with this.

Su Wei thought about it: "If this is the case, if Dr. Liang and his colleagues introduce FinFET, not only will there be problems with the 20nm process of ice core's regular upgrade next year, but Yike's products will also be greatly affected."

Liang Mengsong skipped 20nm and chose to go to 16nm for FinFET, which means that there will be a vacuum period, which will have extremely obvious impacts.

Just like... Ice Core has been silent on 28nm a few years ago, so there are naturally rumors and speculations about hindered research and development in the market.

If the ice core is to be 16nm, it will have to bear greater market and customer pressure. Oh, now there is also another secondary market pressure.

"This is what I had thought about when I made the decision." Fang Zhuo said with a smile, "There are advantages and disadvantages. Next year will be blocked again, and the momentum of ice core is no longer small. Looking at it this way, how can stronger measures survive next year?

, and then it depends on the progress of the ice core and how big my face is."

The pace of progress in the industry will not stop. The threats to blocked ice cores will be reduced, and the attention they will receive will naturally become smaller.

Su Wei frowned and thought about the changes that might occur in the two listed companies Yike and Bingxin due to a single process node. She also thought about the attention that would be brought by breaking through 16nm and the turbulent waves that might follow. She couldn't help but sigh.

Take a breath.

"Xiao Man's name is correct. He only wants Xiao Man. He must not have any thoughts of learning from you."

Fang Zhuo laughed: "You have to train him from an early age. When he gets older, we will build a small observatory at home. If you have nothing to do, you can look at the stars and see the vastness of the galaxy. If you think about the birth and death of the universe, you will not be interested in boring things like mine.

Already."

Su Wei took two steps and rubbed the face of the man in front of her: "I see you enjoy these boring things."

…

After the first day of listing, Bingxin's stock price was quite stable, without any major ups and downs. It rose steadily for three consecutive days, but many people's attention to Bingxin has not been limited to Bingxin.

Soon, the news of a breakthrough in Ice Core’s 28nm process was actually reflected in Yike’s business.

Yike has confirmed that it will hold a spring press conference in Silicon Valley on March 26. It has already sent invitations to many media, and relevant news has also been revealed, confirming that it will launch a tablet product equipped with the latest process chips.

If nothing unexpected happens, this is the Galaxy 2 that has been delayed for a long time.

If there are no surprises 2, Galaxy 2 will definitely be equipped with Yike’s new flagship chip Zhurong.

If there are no accidents3, the smart home products mentioned by Yike last year may also be revealed.

Because of the presence of advanced manufacturing processes, Yike's press conference has brought a lot of expectations. This is what many people say: "The reason why the Yike series is called the Yike series lies in the speed of combat power conversion within its entire system."

.

Ice Core over there has given out news about small-scale mass production, and Yike's products have been prepared for a long time.

If it were a non-own manufacturing company, it would obviously not have such intimacy and priority.

Yike has made new moves, and its attention seems to have shifted. This has made some domestic companies unconsciously breathe a sigh of relief, especially Duji, which has a sense of urgency for transformation.

Leader Li Yanhong even discussed the current window period for competition at a high-level meeting.

"Yike believes that it shapes the ecology of the mobile Internet and can use it to naturally eliminate our advantages. We believe that competition with us is long-term, so we must seize the moment and resolutely expand our presence on the mobile side.

Competitiveness."

As soon as the New Year is over, March’s diary is getting busy.

The leader has spoken and we must resolutely expand our competitiveness on the mobile side...

So how to expand?

The powerful vice president formulated KPIs for Hilong, requiring large-scale advertising and distribution.

Li Mingyuan, who has just passed the structural reform and became the youngest vice president, is focusing on the mobile business and considering the current entrance to the domestic mobile ecosystem.

No matter what, you need a traffic entrance.

Because competitor Yike attaches great importance to the mobile Internet ecology, Duji internally pays more attention to the mobile ecology. Vice President Lu Zhendong, who performed well some time ago, was also transferred to Li Mingyuan's banner.

Lu Zhendong had acted in the conflict with Yi Ke. This time he was working under the young prince... He was somewhat dissatisfied. When Li Mingyuan entered the company as an intern, he was already a middle-level employee.

After all these years of working together, the progress is not as fast as this one.

However, people under the eaves have to bow their heads.

The last person who was unwilling to bow his head and stood up to stab his boss has now reported to Yike.

Hey, when I think about it...

Lu Zhendong was a little distracted during the meeting and did not hear what Li Mingyuan said before, and then he heard his name being called by the prince.

"Mr. Lu, what do you think?"

Lu Zhendong said without hesitation: "What Mr. Li said makes sense. This is also something I am thinking about."

Li Mingyuan nodded with satisfaction and continued: "Mobile traffic entrances are relatively scarce in the current market. This is a problem. Yike's current traffic is very huge. We must find a way to integrate the traffic in the market, even if we pay a little more.

It's acceptable. Regarding the negotiation and acquisition of 91 Assistant, I will personally handle it this week."

91 Assistant is a well-known smartphone management software on the market. It is said that the number of users exceeds 300 million. The market penetration rates of Apple and Android smartphone clients exceed 80% and 50% respectively. It is a high-quality mobile Internet entrance.

Yike's YMS has a software store, but Yike's review process has always been relatively rigorous, and its standards for user permissions and marketing advertising have also been relatively high.

Therefore, many software and hardware application developers like platforms like 91 Assistant.

Li Mingyuan believes that the company can acquire an entrance platform such as 91 Assistant, which will help integrate traffic to fight against the threat of Yike.

Lu Zhendong took some time to digest the news, and then asked a question: "I'm afraid the asking price of 91 Assistant will not be low."

"When faced with the threat of Yike, it's okay to go a little higher. Everything is for our competitive strategy." Li Mingyuan emphasized, "It is better than the other Wandoujia. If we don't take action now, I'm afraid it won't be the case."

Yike will also find a way to capture it. Don’t look at Yike’s press conference in the first half of the year. Now Qi He from YMS is staring at us.”

Lu Zhendong felt that the Crown Prince's tone was a bit too arrogant, but... okay, the commander has the final say, just do your part.

He remained silent, which was regarded as approval by Li Mingyuan.

The discussion about approaching the acquisition of 91 Assistant came to an end, and a new strategic pivot came into view. This time it was Li Mingyuan's private communication with Lu Zhendong.

Li Mingyuan has a great reputation, but Lu Zhendong has indeed been immersed in the Internet for many years and can also provide advice.

"Two days ago, Robin and I were talking about the current traffic conversion. After all, our traffic needs to be diversified and converted to resist the risk of the core business being too single." Li Mingyuan said in a serious voice, "Our map business is actually doing well.

, but it is impossible to generate much income by relying on this link alone, we still have to find ways to link it.”

Seeing the prince pause, Lu Zhendong said knowingly: "Mr. Li, what do you mean?"

"The market potential of O2O is huge, and O2O has many things based on geographical information, such as coupons for local merchants, group purchases, movie theaters, etc. We can completely introduce traffic and geographical information into this field."

Lu Zhendong hesitated and said: "Mituan.com is now the dominant group purchase company, and it is also very influenced by Yike."

"The current model of Mi Tuan is not very profitable. It is nothing more than how much money is burned. We have traffic, maps, and brands. If we can digest and convert them at the terminal link, the chain can be linked and closed. This is

The most important thing." Li Mingyuan said eloquently, "Just like Yike, look at Yike, they just like to build an ecology, or an ecology that can be closed and linked. Although they are competitors, they still have to learn what they should learn.

"

Lu Zhendong swallowed, intending to acquire 91 Assistant and enter the O2O field. How come this prince only spends money... It's not just small money...

Logically speaking, it seems logical that in order to achieve a business breakthrough, the company relies too heavily on its core search revenue.

He thought about it, and finally said: "Mr. Li, I will go to the market to research and investigate. I will research first, and then I will speak."
To be continued...