181 Dear (4k)(1/2)
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This was Fang Zhuo's first meeting with the head of Changdian Electronics since he returned to China, and it was the meeting after his brother Zheng Danrui returned to Beijing and made a phone call. What he said was that everything was basically done.
But it depends on the intention of the person involved...My brother may not be reliable in doing things.
However, this kind of thing is inherently embarrassing, and Fang Zhuo is grateful to his cousin Zheng Danrui from the bottom of his heart for being able to do this.
There was a little hiccup before the meal, but Zhang Rujing, who was slightly late, happened to come to the rescue, and the meal was finally eaten.
Fang Zhuo was not angry at the unexpected Wang Xinchao. After all, it seemed that it was not his turn to be angry. Well...it was not Yike or Bingxin who were acquired.
The atmosphere at the luncheon quickly turned from cool to warm again under Zhang Rujing's simple questions.
Since the mass production of Ice Core 16nm, although domestic and foreign media have been aroused, and the Yike Mars 8.8 series has also set a record for sales, Ice Core itself has remained very low-key, and no senior executives have come out for interviews.
The news about Ice Core is more about extracting details from the past, and then making reasonable speculations and conjectures. The specific performance of Ice Core's first generation FinFET and the development of 16nm process technology are still kept low-key.
Although some people are looking forward to Bingxin International's information disclosure in Hong Kong stocks, more people are very sure that Bingxin will definitely mention it vaguely in the financial report.
Faced with Zhang Rujing's inquiry, Fang Zhuo chatted about some things that could be said or not, and then verified and corrected his gossip.
"The research and development of ice cores is indeed done in three shifts. Everyone is working very hard. Well, it should be said that everyone is working very hard, which is why we have this breakthrough."
"Originally, I wanted to give this overtime operation a name, but Dr. Liang is not a very romantic person. If he says overtime, he means overtime. No matter how he names it, he still has to add it."
"Actually, Mr. Zhang, we didn't work overtime this year. We worked overtime from the risk trial production of 28nm to the eve of mass production. It has been two years."
"Dr. Liang leads the way. In addition to flying to Intel to engage in FinFET technology exchanges, he never misses a day."
Fang Zhuo spoke with respect.
That is to say, what he said made everyone at the table realize that the research and development of Bingxin's group is like this. This research and development post has been turned into a production post...
There have always been rumors that Ice Core's overtime work is very fierce, but combined with Ice Core's 16nm breakthrough, Zhang Rujing, who is very concerned about Ice Core, thought it was just the overtime work in recent months, and never thought that it had been two years of overtime.
He thought about the situation when he came in today and asked: "You ice cores are also doing too hard."
"Oh, not all R&D is like this. We have formed a R&D team of about 600 people. They are the hardest working group, but there is nothing we can do if we are not aggressive or hardworking." Fang Zhuo said lightly, "Ice core cannot be slow and leisurely.
There is no way to know that other companies are working hard on R&D, but we are not working hard. This time 16nm is a gamble on manpower, money, and resources, and it can be considered a fluke."
Zhang Rujing sighed: "Yes, Bingxin has made a big bet this time. If you are not careful, all the efforts to catch up with the manufacturing process will be wasted. Taiji will not wait for others. Yike also followed the gamble and has not found other factories."
He is the one who knows best how much time and energy Bing Xin has spent on catching up. If he fails to cross generations this time, not to mention returning to the pre-liberation period overnight, he will have lost most of the gap he has made through hard work.
Not to mention Yike, its current "No. 1" position in the Mars 8.8 series was achieved by bearing the risk of not being able to produce flagship products before.
Zhang Rujing and Fang Zhuo were talking to each other, and everyone else at the table was listening silently. However, Wang Xinchao from Changdian felt that these words were referencing him both inside and outside. Who was "slowly doing research and development"?
"There is no way, the competition is getting more and more fierce. Ice Core only announced 16nm on November 15, but as far as I know, Taiwan Journal also had similar R&D overtime in June this year." Fang Zhuo said, "Taiwan News
I remember that I didn’t know the progress of ice core R&D at that time. According to its public plan, 16nm will be mass-produced in Q1 next year. The overtime work in June is probably to seize the ground for 10nm R&D. Mr. Zhang, do you think the competition is fierce?
"
Bingxin kept it secret, and Taiwanese reporters still formed an overtime team when they were absolutely ahead in the middle of the year. This is a reflection of the fierce competition in the industry.
When Wang Xinchao heard the further news, the anger he had been rumbling in his heart suddenly subsided a lot. Fang Zhuo was a person with urinary properties, and what the ice core did was indeed extraordinary.
In the field of wafer foundry, one is currently the number one in the world, and the other was the number one in the world in the past. Both companies have to work hard on research and development to seek advantages...
He drank a glass of wine, minding his own business.
"There is really nothing we can do about it. Fortunately, Bing Xin won the bet this time, but once he won the bet, other things will come to his door. Alas, when will we be able to compete openly and openly?" Zhang Rujing said with emotion.
"Nothing is absolutely fair in the world." Fang Zhuo is in a good mood now and said with a smile, "I am actually very lucky to have a successful breakthrough this time. Ice Core can continue to optimize 16nm and FinFET, and will be able to achieve better results in the next two or three years.
Can be very competitive.”
Zhang Rujing nodded carefully. Although he was on Qindao, he was also paying close attention to the situation in Bingxin. He had a vague feeling that Bingxin might be facing a far more dangerous situation than SMIC.
Today's ice core is truly unprecedented in mainland China.
In the past, every step SMIC took was a step for the mainland's semiconductor industry. Later, this position was replaced by Ice Core. Now, even one step forward for Ice Core is a step for global semiconductor wafer manufacturing.
As an old semiconductor person, Zhang Rujing cannot but be proud of this.
"It's not easy, it's not easy." He said this, and then said naturally, "Mr. Fang, I would like to propose a toast to Bing Xin. Our mainland semiconductor industry should really unite and compete with all our strength."
These words were recognized by everyone present.
Wang Xinchao remained silent, but still raised his glass. This was not to Fangzhuo, but to Bingxin.
As for whether to unite or not...
He could hear the two men singing in harmony, but, again, Changdian had its own plans and development.
Fang Zhuo and Zhang Rujing chatted for a while. Instead of continuing to talk about ice cores, they talked about the development trends of domestic and international semiconductors.
He has experience in front-line mixing and also has support from the IDC data team. When it comes to integration, games, and trends, he is also very organized.
Su Zifeng was more interested in this topic, and talked about AMD's observations and practices based on Mr. Fang's words. Although AMD is weak in front of Yike, its revenue last year was 5.5 billion US dollars, and it was in the same field as Intel.
Competition, what she said is very thought-provoking.
"Mr. Fang is right. He mentioned the trend of integration when he was in the United States in the middle of the year. By the end of the year, there had been three or four acquisitions that had an impact on the global industry. Intel was forced by Bingxin to advance its acquisition on December 31.
When new processors are launched, Taichi also needs to mass-produce 16nm in advance. Qualcomm is digesting Avago, but it still faces severe challenges."
"Competition in the global industry is not only fierce, but also more complex."
"Based on this situation, AMD was firstly forced, and secondly, it was forced to be more proactive in reducing heavy assets and transforming into an asset-light chip design company."
"The manufacturing process of ice cores is so critical. If Mr. Fang hadn't said it today, I would have no idea about the hard work that ice cores have put into this, but I also believe that such hard work will be richly rewarded."
"Bing Xin and Yike have been sharpening their swords for ten years. I admire them very much."
Su Zifeng did not hesitate to praise her, and her attitude as the CEO of a large international company made Wang Xinchao feel even more complicated.
"AMD's future prospects are very good. I believe that AMD and Ice Core's wafer manufacturing will have a 1 plus 1 greater than 2 effect." Fang Zhuo said with a smile.
When Su Zifeng heard this and Mr. Fang's clear tone, she couldn't help but have a brighter smile on her face: "Yes, AMD has excellent chip design capabilities, and Ice Core has the world's number one wafer manufacturing.
The company’s cooperation will definitely have good prospects.”
Fang Zhuo nodded, pondered for a moment, and said: "I have two opinions on the cooperation between Ice Core and AMD. Actually, AMD can..."
Seeing Mr. Fang's serious expression, Su Zifeng also pricked up her ears and listened carefully.
Others at the table also listened carefully. Although Mr. Fang was giving guidance to AMD, he might also be able to provide guidance to his own company.
However, Fang Zhuo only said half of it before shaking his head: "Forget it, we'll talk about this later."
"Hey, Mr. Fang, this is not good. Don't say half of what you say, finish what you say!" Wang Ningguo, CEO of SMIC, was not happy.
Zhang Rujing was equally dissatisfied: "Yes, Mr. Fang, everyone here is our own people, you say what you say."
As soon as he finished saying this, he suddenly turned his head and glanced at Wang Xinchao next to him.
Wang Xinchao suddenly felt uncomfortable. Hey, Mr. Zhang, who are you looking at? You are being unreasonable. I just stayed here to save your face... You still want me to go out now!
"No, I haven't thought it through yet. I'll wait until I can sort out my thoughts." Fang Zhuo declined with a smile.
With him pushing the envelope like this, it was difficult for others to ask questions, so they could only angrily ask Mr. Fang to drink an extra glass of wine, even if the matter was revealed.
But Su Zifeng couldn't hear the rest of the words, and spent the rest of the luncheon quite unsatisfied, wanting to discuss his thoughts on AMD cooperation with Mr. Fang.
When the luncheon was over, Su Zifeng couldn't wait to go back to Yike's president's office. However, even though she was anxious, she could only watch Wang Xinchao, the head of Changdian, pull Mr. Fang aside after the meal.
"Mr. Fang, do you have to acquire Changdian?" Wang Xinchao ate and drank, but in the end he did not leave, but communicated with Fang Zhuo alone.
"No." Fang Zhuo said concisely and to the point.
Wang Xinchao said in surprise: "Then...then everyone else..."
"Mr. Wang misunderstood me. I don't necessarily have to acquire Changdian. If Changdian is unwilling, I will never force it. I will try to acquire STATS ChipPAC," Fang Zhuo explained.
The anger in Wang Xinchao's heart aroused again. Xingke Jinpeng was the target that Changdian was already in contact with. He had told Mr. Fang about this at the beginning. If he wanted to cut him off now, why not destroy Changdian's development plan?
Acquisition?
What a misunderstanding!
No misunderstanding at all!
He said with a cold face: "Mr. Fang, if you force us like this, that's not at all..."
"Mr. Wang, what do you mean by forcing you?" Fang Zhuo interrupted, "Does Bingxin have to report to Changdian when acquiring other companies and ask for your approval, Mr. Wang? If you don't want to sell, then this matter ends here.
So far, everyone is competing on the same field, what else do you want?"
He continued: "Is it true that only Changdian is the only one in the world that wants to develop? Bingxin must do it for the benefit of Changdian, even if it doesn't acquire other companies in the same field as yours? Does this make sense?"
Wang Xinchao was silent. There was no way he could defend what he said, so Fang Zhuo came back with what he had said before.
The question is, if you compete with Bing Xin, compete with Mr. Fang... can you win?
The main factor in the acquisition is funds. Changdian has to piece together funds from many aspects. How can this compare with the strong Yike department?
Thinking about it this way, Mr. Fang was still trying to force Changdian into doing something like this.
However, Bingxin itself is still Changdian's largest customer, which is the main factor behind the company's substantial growth in performance in recent years.
Wang Xinchao had to remain silent.
To be continued...