The end of technology.

Chapter 184 Sigh, Come Eat
In fact, for the World Semiconductor Alliance, the development of things is somewhat beyond everyone's expectations.

The reason why they agreed to set up this alliance, and were even willing to follow the non-mandatory suggestions of the alliance, is not only due to the resolution of the National Congress, but also because these companies are confident.

Not to mention anything else, just take the three major EDA manufacturers as an example. Their market share in China is almost fixed, and they can make so much money every year.This market does not mean that if you give up, you will really give up. Years of technology accumulation allow them to have absolute pricing power, and they have the ability to get whatever they want for their customers.

There are many reasons, such as user habits, operating this type of professional software requires learning costs, and changing software requires engineers to relearn.

Another example is that their software is the most advanced, and most of the manufacturers have cooperated with each other. The matching of various parameters is accurate, and at a certain level of craftsmanship, they have achieved the ultimate.For example, only the EDA software of these three companies can support the chip design of the process below 3NM.

The most important thing is that for many large customers, the database accumulated in the early stage is very huge.These databases are even more valuable. Many new-generation chips designed by the library can be directly called. Once the software is changed, it will involve huge data migration work.

No big company would be willing to deal with this kind of thing, which is why they can be confident.

No matter how much trouble there is now, in the end those semiconductor companies in China will succumb.Especially when everyone joins together to form an alliance.

Most of the other companies thought the same, and at one point even thought they had won.

After all, as soon as some of their policies were promulgated, the entire semiconductor market in China was in turmoil.It even caused Ning Zi to be criticized verbally and in writing.

But who would have thought that such a result would come in the end.

In particular, Synopsy can be said to have suffered heavy losses. You must know that they have never had any discounts before.Prices can even increase year by year, customers are fixed, everyone is used to their software, and those huge databases restrict these companies from changing their products and taking whatever they want.

As long as they keep their asking price within the cost of replacing the software, they're guaranteed to win.

So giving up temporarily is just for the future to go back with pride.

But who would have thought that the birth of SB and [-]D heterogeneous chips caught everyone by surprise.

It is conceivable that when Huaxia's own [-]D heterogeneous chip develops, what awaits Synopsy will be to bid farewell to the Huaxia market forever.Because the other party will definitely not share the [-]D wiring technology and the parameters of its products with them, that is to say, the chips produced by China in the future will have nothing to do with Synopsy.

For other manufacturers, they are also facing the same dilemma, especially after Ning Zi sent each big boss a piece of the latest RF chip, this design can almost perfectly bypass all current semiconductor patent moats, and go to China to negotiate The bosses are probably full of helplessness.

No one mentioned forcing the Chinese people to submit, and the existence of the World Semiconductor Alliance seemed quite embarrassing.

Before, they didn't want to play with Huaxia's company at all. They went to Huaxia not long ago and invited Huaxia's local semiconductor companies to join the alliance, but no company took over.

Some companies that have business dealings with them have also directly communicated with them. The large-scale chip research and development center has also been released. It will not cooperate with companies that have joined the World Semiconductor Alliance in the future, so even if they join the alliance, it is impossible. Share with them the technical details of the new three-dimensional structure chip.

Originally, the President of Synopsy and the President of Intel jointly visited Youwei, hoping that Youwei could enter the alliance camp.According to the information they got, Youwei has cooperated with Ning Zi in many fields, and the relationship between the two parties is still good. If the conditions given can satisfy Youwei, maybe they can make the other party change their minds.

Pat Kilsinger did offer extremely favorable conditions on behalf of Intel. If Youwei is willing to play a role in the middle, they can help China quickly advance the development of this brand new chip technology, and are even willing to sign a contract with the local government to build a different chip technology. A new technology chip production base of less than US$[-] billion.

This indeed aroused the interest of many people. Although Youwei refused, some local officials negotiated with them for a long time, and some even flew to the capital, but the negotiation failed in the end.In the end, they got a very helpless answer. Their proposal was resolutely rejected by Ning Zi, and he didn't give any solution.

He even brought a sentence: "Since we were able to formulate policies against him, we should have thought that one day, he still likes the unruly appearance of you people at the beginning, so don't destroy his impression of you."

When the official recounted the original words to the two presidents, it is said that Pat Kelsinger smashed the phone after talking with Huang Wenhuang that day.

Yes, the alliance is dead in name only.

Not only that, Nvidia, which formulated the most active and radical policies at the beginning, is still complained by many companies internally.

After all, in order to delay Huaxia's continued research and development of new chip configurations this time, everyone has lost a lot.

If Nvidia hadn't initiated the call at the beginning and made this matter, maybe everyone's loss would not be so great.There may even be opportunities for collaboration.

The current loss is absolutely irreparable, so Lao Huang, the first talker of the alliance, and Nvidia represented by him naturally became the target of public criticism.

It seems that all the losses that everyone is suffering now are the fault of Lao Huang and Nvidia.

If you change to Nvidia, which was once high-spirited, you probably won't care about these complaints at all.After all, they are the world's leading manufacturers in the graphics technology and digital media processor industry, and nearly one-fifth of the companies in the alliance alone depend on his face.

But now Nvidia is facing an even harsher market environment.

The previously predicted situation has already happened. The huge number of low-priced mining cards has begun to crowd out the shipment and market of new graphics cards on a large scale.Nvidia has held a conference more than once to persuade major graphics card manufacturers to seal up materials, reduce production, and tide over difficulties together.

But for manufacturers, it is also miserable at this time.Most of the semiconductor materials ordered before have arrived. Most of these devices have a short shelf life and require harsh storage conditions. Storage costs are extremely high. If they are not produced, countless materials will be wasted. This is obviously not in everyone's interest.

With the establishment of this alliance, Lao Huang won the position of the talker and exerted extreme pressure on Huaxia. It may be that there is no man-made strategy to create graphics computing chips that will be scarce in the future, and to help these graphics card manufacturers sell more graphics cards in China and reduce the pressure. , but who knew it would lead to such a result.

According to the market analysis results obtained by spending a lot of money, the impact of second-hand mining trucks will continue until at least the middle or even the end of 2021.Unless they and AMD work together to launch graphics cards with more competitive performance and prices and guarantee the supply, the demand for mid-to-low-end graphics cards with the highest proportion in the PC market will be mostly covered by mining cards.

But judging from the current situation, Lao Huang thinks this analysis may be too optimistic.

Putting extreme pressure on Huaxia's plan to take over this batch of low-end and mid-end graphics cards on a large scale at normal prices has completely gone bankrupt, and the former allies have also begun to express their dissatisfaction from various channels...

It even includes these graphics card manufacturers who depend on him for food.

After all, big companies including Google, Intel, IBM, Qualcomm, etc. have begun to compromise, which has made the market environment they are facing now even more brutal.

Other semiconductor companies have made a bad start. Chips including hardware storage, flash memory, and radio frequency have begun to cut prices, and even chip design software has begun to discount. Graphic cards that are in a difficult market seem to be even less competitive if they do not cut prices. But there is not much room for them to reduce prices, and any further reduction will fall below the cost line.

At this time, Lao Huang really wanted to jump off the building. When internal and external troubles came together, not only the graphics card manufacturers who depended on them for food, but also Nvidia.The mine disaster came too fast, and they were killed before they had time to make a profit.

Is there any justice in this world?
……

Yes, Huang Wenhuang looked at the just-retouched Q3 financial report and felt that the world was really irrational.

The total revenue was only 37.21 billion, a year-on-year decrease of 37.8%, and the net profit attributable to the parent company was 2.35 million, a year-on-year decrease of 97.3%.

Huang Wenhuang is very clear that when this financial report is officially announced, it also indicates that Nvidia's stock price will further drop.Not to mention that this financial report has been technically modified. The real situation is very clear to Huang Wenhuang. The net profit of the parent company in the third fiscal quarter was actually negative. Most of the revenue was receivables, and some of the revenue was used to subsidize some manufacturing companies. Big factory.

Otherwise, those manufacturers will fall, and Nvidia will re-layout the global production line, which will be a laborious task.

The huge mining card market made a hard landing, which disrupted all his plans and arrangements, especially the blow to the consumer graphics card market was almost devastating, and the drop was unbearable.Global markets are already saturated.

But it's not just the immediate predicament that's even more frightening.

As we all know, the most important investment logic in the capital market is to look at expectations.For a company's future outlook, this requires a multi-dimensional investigation.

As long as Nvidia remains the world's leading provider of graphics technology chips and maintains a near-monopoly position in the global market, even a temporary drop in the stock price is no big deal.

But China's new chip structure has become a shadow over the heads of all manufacturers of the World Semiconductor Alliance.

This cannot be concealed. The follow-up effect of the unprecedented preferential treatment given to Huaxia by the major companies in the alliance has begun to affect the global market. Those well-informed bigwigs on Wall Street have probably received various reports on Huaxia’s new structure chip, and a bunch of Analysts are estimating and assessing the impact of the rise of China's semiconductor industry chain on the global semiconductor market.

The release of this financial report at this time will definitely make things worse.

Huang Wenhuang couldn't even doubt that those former friends and businessmen who were full of resentment against him would also make trouble.

The past six months are really like a dream...

It all started at the World Congress of Mathematicians. Ning Zi's one-hour report only lasted 10 minutes, which shocked the whole world.

Then it was developing rapidly, and the virtual currency that was sought after by thousands of people was directly beaten to death with a stick. It was obvious that the other party started it first. The formation of the World Semiconductor Alliance was more of a defensive nature at the time. Who knew that Ning Zi backhanded and lost A new generation of chip technology was released, which made everyone panic.

Even if Huaxia seals up the technology now, they will make a lot of money.Semiconductor companies all over the world will probably be willing to provide China with cheap products and services first, in order to get a share of the new technology in the future, or to ensure market share at present.

Turning hands is a cloud, covering hands is rain.

He has seen Ning Zi's tricks.

Of course, Huang Wenhuang would not believe that these achievements were made by Ning Zi alone.

Obviously, there was a large scientific research team behind Ning Zi from the beginning to the end, and Ning Zi even admitted his relationship with the March Forum.

Thinking of this, Huang Wenhuang felt depressed again.

Those bastards in Congress are always dictating their development. They own the most powerful intelligence agency in the world, but they have not been able to find the founder behind the March Forum. If they can dig this team to their side Come……

Forget it, Huang Wenhuang did have a lot of ideas at this time, but he couldn't solve the problems he was facing now.

After staring blankly at the financial report for 5 minutes, he switched the computer interface, opened the document, and started to conceive.

He wants to write a letter to Nvidia's global executives, telling everyone that Nvidia has reached the most dangerous time. Judging from the current situation, it can only enter the real defense stage.In particular, preventive layoffs are inevitable.

According to the financial report and internal suggestions, the current Nvidia has to lay off at least 30.00% of its staff, save cash flow as much as possible, and use it in more important places, so that it may be able to compete on the new track in the future.

However, Huang Wenhuang felt that it should be more radical, and he decided to lay off 50.00% of the staff.

This also means that when the wonderful Christmas holiday is over, half of Nvidia's employees will not be able to return to their original jobs.

Of course, he can't be blamed for this, all the blame can only be settled on Ning Zi's head.

Now everyone can only bet on new tracks, which also means huge investment in research and development.

Just when Huang Wenhuang made up his mind to start over to make Nvidia great again, he suddenly received a reminder in his mailbox.

Almost habitually, he clicked on the mailbox, and suddenly found that it was an email from the Chip R&D Center of Huaxia Yanbei Sports University.

After a quick glance at the content of the email, the simple translation is probably: "My dear friends, with a technology sharing and open mind, our center sincerely invites powerful semiconductor companies to join in the process advancement and development of new-structure [-]D chips and process standards. formulation and other work.

If your company also has the intention of cooperation, please go to the official website of the center to download the application form within three days, fill in and submit it as required, and wait for the response.Before filling out the application, please carefully read our company's requirements and suggestions on promoting technical cooperation.If there is no cooperation intention, please ignore this email.Finally, I wish you a prosperous career. "

Really, Huang Wenhuang was in a bad mood when he saw this email.

He couldn't figure out what Ning Zi was trying to do.

Not long ago, these people had just been to China. In order to cooperate, they proposed a bunch of favorable conditions, but they were ruthlessly rejected.

Now that they're all back, is there another proposal for cooperation?

What about playing monkeys?
At this moment, Huang Wenhuang wanted to smash the computer.

After all, it is definitely inappropriate for a regional general manager to discuss cooperation at this level, and he might have to go to Huaxia again.

not cooperating...

What a joke.

Let’s not talk about the three-dimensional structure chip configuration. Compared with the current most advanced technology, more transistors can be laid out per unit area, not to mention that the atomic diameter of its main structure, carbon, is much smaller than that of silicon atoms, which also means that it will be larger than the current one. Silicon-based chip technology has more long-term development advantages, and can be more easily advanced to the sub-nanometer process level than silicon atoms.

At this time, Huang Wenhuang directly suspended the internal letter to the executive, and directly clicked on the link attached to the email to enter the official website of Yanbei Huaxia Yanbei Sports University Chip R&D Center.

Sure enough, there is a link button for [-]D chip cooperation application on the catalog on the homepage of the official website.

Quickly click in, and you will see an application note.

After reading it carefully, Huang Wenhuang took another deep breath.

How should I put it, in fact, from the perspective of technical protection, there seems to be no problem. After all, they are playing the rest of the game, but this time the situation is different. Enterprises that want to join the research and development of new structure chips, At least it will be squeezed by China for 30 years...

The most exaggerated thing is that this kind of squeezing does not start when the finished product is researched and sold in the market, but it starts when the decision to join is made.

For example, to send scientists to participate in research and development, the company not only has to pay a one-time deposit of 130 billion U.S. dollars, but also all related research and development laboratories must be built in China. What is even more exaggerated is that the deposit must first be unconditionally deposited for ten years, and then from No.11 The refund will start every year, not a one-time refund, but a little refund every year, and the refund will be completed in 20 years.

How much can be refunded depends on whether there is any violation of the contract. If there is a violation, it will be deducted until all deductions are exhausted.

The deposit is a deposit. If you want to participate in the formulation of the new structure chip standard, you have to pay a deposit of 30 billion US dollars.

Enterprises involved in R&D and standard formulation can exempt part of the patent licensing fee based on their contribution to the progress of chip technology. At the same time, the patents they apply for on the basis of technology can also be used for free, but they still need to pay a lot of money to the chip R&D center every year. License fee for use of the new structure.

The Huaxia Chip R&D Center has the right to authorize the companies it likes to use all the patents related to the new structure. Of course, it will distribute some patent fees to everyone according to the contributions of each company. As for how to divide them, you have no right to dictate.

The most unacceptable of these conditions to Huang Wenhuang is that the design, simulation and process data collection of new chips can only be completed through SB series EDA software. Even companies involved in the design cannot use other EDA software. Otherwise, not only will all deposits and security deposits be deducted, but the relevant semiconductor companies will also be directly kicked out.

crazy……

The Huaxia people are really crazy this time...

Is it true that antitrust laws do not exist?

……

At the same time, Ning Zi had officially started his retreat career. In the underground basic physics laboratory of the New Technology Super Research Center of the University, he was in a daze looking at the large instruments purchased in March...

As expected of March, the family's savings are too fast!
(End of this chapter)