As a mage, I just want to pursue the truth

Chapter 151 Doubt about life

Yangtze River Storage is a state-owned enterprise in terms of capital contribution, but its major shareholder Ziguang is not a state-owned enterprise, but the SASAC has a lot of say in management.

And YMTC said it learned from the management model of foreign mature semiconductor companies, but in fact it still prefers the management style of state-owned enterprises.

For the time being, the company with the strongest technical strength under Tsinghua Unigroup is New H[-]C, and the servers of New H[-]C account for a large proportion of the backstage of financial institutions.

H[-]C has more servers than listed companies like Sugon and Inspur.

Of course, it's still not as good as flowers.

The prospects for Yangtze River Storage will be better in the future.After all, there are still several domestic competitors in the server industry, and the storage industry is the only one.

Some people will say that the Kunpeng storage made by Huawei is also storage?

There is still a big difference between the two. What Huawei does is called a storage server, such as NAS, SAN and other storage servers.

Yangtze River Storage is purely for storage: hard disks, focusing on enterprise-level storage hard disks.

Yangtze River Storage's hard disks can be used in Huawei's storage servers.

There are also some domestic storage manufacturers in China, which are engaged in personal PC-side business, such as memory and solid-state drives.

What YMTC makes is also called solid-state drive, but it has a prefix: commercial-grade solid-state drive or enterprise-grade solid-state drive.

It can be said that whether it is profit or revenue in the storage industry, the highest subdivision field: enterprise-level solid-state drives, YMTC is definitely ranked first in China.

Guan Yang is an executive of YMTC, and a relatively high-ranking executive internally.

He was a vice president promoted from the technical line, but after becoming a vice president, he was mainly in charge of sales.

He has a rich resume and is a veteran of the storage industry. Earlier, he was a researcher in the storage field of Huaguo Academy of Sciences. From R&D to production to sales, Guan Yang has been deeply involved.

Changjiang Storage is in Jiangcheng, and he was transferred from Jiangcheng to Yanjing to serve as the chairman of Deep Blue Storage, directly appointed by the State-owned Assets Supervision and Administration Commission.

If the person who came to issue the letter of appointment was not the leader of the SASAC, Guan Yang would not believe that he would be transferred to a newly established storage manufacturer.

"Can you tell us what Deep Blue Storage does? Storage servers? A newly established downstream manufacturer in China to support YMTC?"

Guan Yang's face is full of curiosity. Sincerity is his best marketing method. Every time he goes to chat with a big customer, he will seriously analyze the pros and cons of YMTC products.

The other party just came to inform, and didn't know the inside story of the matter: "I can only say that going to Deep Blue Storage as the chairman is obviously stronger than you being in Yangtze River Storage from a certain point of view."

"But I don't know what you think personally."

Guan Yang grasped the key point in the other party's words: "From a certain angle? Please explain it in detail."

The other party also intends to make friends with Guan Yang: "Deep Blue Storage is a central enterprise, directly managed by the national level, which is a leap forward in terms of hierarchy."

The chairman of a first-level central enterprise may come in handy one day, even if only revealing some information can play a big role.

Guan Yang knew that with his relationship with the other party, it was already the limit to reveal this step, and he did not continue to inquire: "Thank you for the trust of the organization, I will work hard and make a career out of it."

But the doubts in his heart were still uncontrollable. After the other party left, he sat in the office and wrote on the paper:

"Deep Blue Storage, a first-level state-owned enterprise, directly managed by the state"

Then stop writing and think carefully in your mind.

Deep Blue Storage, which has storage, combined with his own resume background, called him to explain: this company is obviously a storage manufacturer.

I just don't know which segment of storage it is.

"Deep Blue Storage is obviously not engaged in enterprise-level solid-state drives, because there is Yangtze River Storage, there is no need to build another one, and it is still directly managed by the central enterprise. Yangtze River Storage does not have this treatment."

Or it is not necessary.

Huaguo has set up a large national fund specifically for the semiconductor industry to support domestic semiconductor companies. The main method is financial support.

"Hua Guo has never been directly involved in the operation of semiconductor companies over the years."

Because of the particularity of the semiconductor industry, high investment and long return cycle, it is difficult for laymen to judge the specific progress.

Solid state drives are also part of the semiconductor industry.

Therefore, at most, the shares of some semiconductor companies are held in the form of indirect or direct shareholding.

For example, the most famous SMIC is indirectly held by the State-owned Assets Supervision and Administration Commission, and directly held by the state-owned enterprises under the SASAC.

Yangtze River Storage is also in a similar way.

But this time the newly established Deep Blue Storage is directly held by the State-owned Assets Supervision and Administration Commission, and Guan Yang, a veteran of the storage industry, realized that things were not normal.

However, there have been too many abnormal things in the past two years, and this abnormality is within the tolerable range.

After all, magic has come out, and it is a trivial matter for the state to directly hold shares in YMTC.

The existence of magic has led to extremely violent fluctuations in gold in the past two years, but BTC has ushered in a two-year boom.

"Very abnormal."

"There is a high probability that it is a storage server, but they have done a good job in Huawei. Why do they suddenly want to make a storage server?"

Huawei's storage server is indeed doing well. Although the failure frequency is higher than that of Dell EMC, Huawei is also cheaper.

The price plus maintenance cost is only one-third of EMC.

"And the most important point, I haven't heard of anyone who has gone to Deep Blue Storage. The R&D I know, I haven't heard of anyone who has left?"

Guan Yang knows researchers in the storage industry, ranging from the R&D supervisor level to the R&D backbone below.

A newly established storage company must at least have an R&D director to set up the framework of the R&D team.

As a company directly managed by the Huaguo State-owned Assets Supervision and Administration Commission, the R&D director can only be selected from Huaguo people. The Huaguo people here include Wanwan, and Wanwan may also be the R&D director.

As for Neon and Korea, although they are in the leading position in the storage industry, it is impossible for them to be R&D directors if they can be executives.

One is because of trust, and the other is because others will not let people go. The non-employment contracts signed by such talents are extremely strict.It's mainly a question of trust.

Guan Yang listed the names of the people he thought were qualified to be R&D supervisors on a paper, and he didn't hear of anyone who left the job.

Including the production line, I have never heard of any senior production engineer in the industry quitting.

There are very few players in this industry, and there are very few qualified talents, and Guan Yang knows them all.If someone changes jobs or goes to a central enterprise, they will definitely know the first time.

There is only one explanation for this, that is, all these people can only look for him after he is in place first.

Thinking of this, Guan Yang felt dizzy for a while, starting from scratch is always the most painful.

Of course, watching a company grow bit by bit in your hands is also an indescribable sense of accomplishment.

"Is it the memory chip industry? The problem is that there are already a lot of players in this domestic market. GigaDevice, SMIC, and Tsinghua Unigroup have stakes in these big funds."

Guan Yang thought for a long time and didn't know why, so he could only take a step and look at it again, comforting himself in his heart.

In addition, when he checked the information of Deep Blue Storage on the Internet, he also found that Deep Blue Storage has another company with 50.00% shares.

This enterprise is a Russian enterprise.

There were more doubts in his heart.

Russia has no voice in the storage industry.Their software may be very strong, but the semiconductor industry can be said to be a wild land.Far inferior to Huaguo.

The National Semiconductor Fund released rumors in the market that it would sell part of the shares of Yangtze River Storage.

Try to find players in the primary market to take over.

"Yangtze River Storage? This project is not bad. It is a high-growth project with the concept of domestic alternatives, and it has no rivals in this subdivision. Judging from my intuition, I think it can be taken over.

Even if the company's operations are not good, it is a good deal to resell it to the secondary market once the lifting period such as listing on the Science and Technology Innovation Board is over after the lack of money. "

During the second round of investment in the Cambrian, many institutions that participated in the investment had this purpose.

"Another question is, will YMTC accept foreign investment? I remember when YMTC was established, whether it was us, Samsung or the investment institutions from Neon, they all wanted to be investors.

At that time, Huaguo seemed to reject everyone.”

The investors of YMTC are all state-owned backgrounds, including Huaguo Semiconductor Fund, Lake Science and Technology Investment Group, etc.

"Yes, both Samsung and Wanwan's investment manufacturers wanted to invest in Yangtze River Storage. Even though Wanwan failed, they struggled a lot, and Huaguo insisted on blocking it.

But the strange thing is that Huaguo Semiconductor Fund did not reject foreign capital when it sold its shares, but contacted foreign capital on its own initiative. "

"It is estimated that they can't bear the pressure. The total investment is 1600 billion. They may need to introduce foreign capital."

"Hua Guo is not short of money, but there are also many places to spend money. It is indeed possible."

In the end, Huaguo Semiconductor Fund sold 320% of its shares to foreign investment institutions such as Temasek and SoftBank International at a price of about 20.00 billion RMB.

Guan Yang got the news when he was handing over the work, and he had a new guess about the task of Deep Blue Storage.

There should be some overlap with Yangtze River Storage, so the big fund will transfer the shares of Yangtze River Storage.

But he still doesn't understand, why not continue to plant a tree that has been planted for five years, but to cultivate a new tree from a seed again.

It's just that he didn't expect that instead of growing a new tree from seeds, he took over a fully mature tree, and even the seedling stage of this tree was already taller than the previous tree's mature stage.

"Biological storage?"

"Is it the one I understand, the bio-storage technology that stores information in DNA molecules?"

Guan Yang didn't know whether he was crazy or the world was crazy. The R&D director of Deep Blue Storage told him that the main business of Deep Blue Storage in the future would be biological storage.

I have only seen this term in papers and popular science articles in the media.

He felt a little suspicious of life.

(End of this chapter)