Reboot 2003

Chapter 334 117: Muben Cycle (two-in-one)

In the tense air, Ah Yue wisely let go of Chen Qin and stood beside him. Master Chen was not modest: "What do you want to ask?"

He didn't seem to realize that the atmosphere here was a bit strange - of course it was strange. Not only was Sun Xiaomei here, but Academician Li was here, there were also a group of other big bosses who didn't know where they came from, and the AMD expert was also here. Next to it, there is a gathering of heroes here. Even if he, a middle school student, speaks well, will a group of people come here specifically to see him?

But Liu Chengzhi didn't care: "It's still a small problem about the chip."

Then Shi Yuzhu took the initiative to explain: "The situation is like this. We were talking about acquisitions at the dinner table just now, but just now, something went wrong with that acquisition..."

Chen Qin listened carefully, but Ah Yue was vaguely surprised next to her. Is this what Chen Qin was discussing with others in the room just now?

Looking up, she saw that her Uncle Liu was carefully observing their expressions. A Yue vaguely felt that something was wrong, but she controlled her expression and didn't show anything strange. She just leaned closer to Chen Qin, and Shi Yuzhu continued: "What did we just do? It was discussed at the dinner table that Mr. Liu’s company had some capital cooperation matters with a US stock company, but there was suddenly something else going on in the deal just now. It was all fine at first, but as soon as we finished talking, we are all I think it’s a bit of a coincidence.”

"In other words, someone deliberately leaked information about your acquisition plan?"

Ah Yue was startled when she heard this, and lied quickly: "We have never told outsiders."

Shi Yuzhu said: "I'm not talking about you, you were not present when we were talking. It's just that we talked more with Mr. Sun just now, and then during the quarrel upstairs, Mr. Sun seemed to have met you guys?"

Next to him, Sun Yazhang pursed his lips uncomfortably. No wonder the atmosphere here was so strange... At this time, A Yue already understood what was going on. Is this the person who came with bad intentions?

But didn’t we just talk about chips?

A Yue became more and more confused, but Chen Qin nodded immediately after hearing this: "Yes, we met Uncle Sun, and he lent us a laptop."

Sun Yazhang lowered his head and said nothing. Someone next to him asked: "What is the computer for?"

"It's his office computer. We took the computer upstairs to surf the Internet." Chen Qin said, "When we left just now, we gave the computer to the company's logistics as agreed. If you are not worried, you can go find it now. If you still don't believe it, you can go Ask the hotel staff, I remember the hotel elevator has security cameras."

Shi Yuzhu said: "We don't doubt you, we just want to ask you two..."

"Hey, in such an important business, it's not okay if the information is kept confidential. I'm going to call my uncle from the company to send the computer over now."

Shi Yuzhu said quickly: "No, I'm just talking casually..."

"How can we not use it? We have to find out once and for all." Now it was Chen Qin who was chasing after him fiercely. "Also, Uncle Sun, please ask the waiters and guests who have just approached our table to come over. This matter must come to an end today."

"It's really no need..."

Shi Yuzhu already regretted mentioning this, but Chen Qin was confident, and now even Ah Yue had already reacted.

"Yes, it's so hard to help!"

She was a little surprised just now, but Ah Yue remembered - yes, she had already been 'decrypted' just now.

To declassify people, you need to wait until the secret is no longer a secret. Declassifying items is simple. To be more strict, you need to physically destroy the items. To be more simple, you only need to restore the hard disk and use some anti-recovery methods.

Of course, Chen Qin didn't care about this. He felt that the other party was not really looking for trouble. After all, the other party said 'just talk', and it seemed that he was really trying casually, but this matter was not that serious in the first place. It's true that Lenovo's acquisition proposal was given by the Science Bureau, but the business was already dead. Even before, they themselves were throwing the Science Bureau's brochures everywhere, and Chen Qin didn't even bother to mention it.

But now the Science Bureau has not said anything, but they themselves are talking about information leakage. According to experience, when playing this kind of card, there is probably some other calculation at play.

Shi Yuzhu rambled about speculations about information leakage, but was caught and entangled by Chen Qin. Finally Liu Chengzhi smoothed things over: "Yuzhu, please stop talking nonsense. This is not what we asked Master Chen to talk about. You Let’s see where you take the topic.”

Shi Yuzhu laughed and said nothing more, and Liu Chengzhi said seriously, "Actually, the thing is like this. We originally agreed to invest in a foundry, but Galaxy suddenly invited a design company to come over. We are a little confused... …”

Chen Qin said thoughtfully: "What then?"

"This is what you said before, Master Xiao Chen. In order to reassure other companies, the foundry will not do the design on its own..." Shi Yuzhu took over this time, "But Galaxy is about to buy a design company of its own, so what do you mean?"

Chen Qin nodded: "Okay, this matter may indeed have some impact..."

Finally back to the topic, Chen Qin started to think seriously after Ah Yue's uncle Liu asked the question. Seeing that he had no answer for a while, Liu Chengzhi turned to Li Nanguang: "Old Li, this is probably indeed a question, right? "

Li Nanguang was noncommittal, but Chen Qin quickly asked: "There are many categories of chip design. May I ask who that company is?"

As expected, Liu Chengzhi was too lazy to keep it a secret and said directly: "It's Meili Jian's SUN company."

You guys really don’t treat other people’s business as business... Chen Qin was helpless, but now that the acquisition news has been exposed, there was no need to keep it secret, so Chen Qin said: "Their chip should be a server CPU, but the server CPU Now IBM is the mainstream, and IBM has its own wafer fab, so it probably won’t become a customer of your wafer fab in the short term.”

He added: "In the same way, Intel is the main manufacturer of PC CPUs. AMD itself is closely related to the wafer factory, and no one thinks that its own business will hinder Intel's business. This is impossible. It would be better if we have capital relations with our own family.”

Shi Yuzhu hesitated: "But isn't there a confidentiality requirement? If they have design capabilities, the foundry's customers in the future may worry that we will fall into competition, and then go to TSMC or other companies. What should we do?"

Chen Qin explained: "This is the case. Chips are not only a growth industry, but also a strong cyclical industry. Not only will there be a cycle of surplus and shortage in two or three years, but the development itself is also traceable..."

Liu Chengzhi nodded: "Semiconductors are now in a surplus cycle. You said it before..."

Chen Qin said: "In addition to the pendulum cycle of surplus and shortage, there is actually a big cycle for high-end semiconductors, called the 'Mumoto cycle', which means that chips will have an alternating development stage of 'special' and 'general purpose'."

"In the late 90s, it developed from dedicated to general-purpose, so x86 chips based on macro architecture were produced, which are the cornerstone of the rise of personal computers, but this cycle has been going on for ten years."

"In the future, mobile phone chips will obviously develop in the direction of specialization due to power consumption limitations. Server chips will definitely continue to develop in the direction of specialization due to the performance of data center services. The two directions will become farther and farther apart, so even if we have to talk In the future, your worries are unreasonable."

Chen Qin patiently explained it. Several elders honestly didn't understand much, but his conclusion was very obvious, and he also used professional terms, which made sense at first glance.

Now Liu Chengzhi had nothing to say, but they were still unwilling to give up...

Liu Chengzhi thought for a while and continued: "Actually, our investment is not only to generate income, but also to help our national products spread to the world."

A group of wealthy people nodded in agreement, and he continued, "It's just that our empire's foundation is weak, and the current economic environment is not good, so we only have so many resources on hand."

Others next to him continued to nod, and he concluded: "It is already difficult to start a foundry with these resources, and then invest in a design company. Although I have no objection, I feel that it is still a bit too much for our country. It’s an adventure…”

Hearing this, even Ah Yue understood it... No wonder he just used a bunch of random excuses to find trouble. Was it because of this?

Afraid of insufficient resources...

This reason seems reasonable, but how to put it?

Chen Qin also shook his head secretly. But then Ah Yue pulled his sleeves, Chen Qin looked up, and met Mr. Li's eyes.

For a moment, some strange thoughts seemed to resonate. Mr. Li seemed to nodded slightly, but the next moment he was not looking at him, and said to Liu Chengzhi: "How long has this been? What's wrong with you holding on to this?" What do you mean? Xiao Chen is using his own money, who is trying to steal the project from you?"

"What kind of project is not a project?" Liu Chengzhi laughed: "Don't be annoyed, Lao Li. Isn't this the importance of the business you mentioned? Although the project is important, after so many years, you still can't trust me!"

"Why don't I understand you? I understand you better than anyone else." Li Nanguang said, "Just now there was news from Hongshui, saying that if you help use your connections to connect people, they can also give you some concessions in the equity structure of the wafer factory. You also said that you would invite Mr. Jinshan Lei to be the CEO. Is this condition not good for you? But you turned around and found fault everywhere. You kept saying that information is confidential. When have you ever taken care of the confidentiality of other people’s information?..."

Mr. Li seemed vaguely angry. The two old enemies from more than ten years ago seemed to be quarreling again. Shi Yuzhu and other people nearby quickly asked the irrelevant people to leave first, and then persuaded the two bosses to stop arguing. Chen Qin and A Yue were also pushed away.

Sometimes I almost understand it. It seems that this is nothing new. After all, chips are related to the government's industrial layout. It is not terrible to grab business. They are not in the same track. There is no saying that they are grabbing business, but grabbing projects is not a joke. , it's okay for him to change his mind temporarily, maybe to make the other party misunderstand that he is interested in some government projects.

Thinking of this, Chen Qin lost interest. After all, he was not here for any project. But in the end, he heard Li Nanguang lecturing Liu Chengzhi: "You keep talking about national brands. Do you dare to make a bet with me?" , wait five years, you see whether he did better or you did better..."

Which Xiao Chen is it? Can you please make it clear? It's so bad to be misunderstood.

However, Chen Qin finished what he had to say and went back without listening again.

The people outside had dispersed. Lao Chen looked beaming and was bragging to an unknown stranger. He didn't notice his son coming out. However, A Yue asked in a low voice at this time: "Chen Qin, actually I think they are right. It makes sense..."

Chen Qin turned to look at her: "You mean to switch to design?"

"Yeah... you also said before that it's not good for you to do design at the same time." A Yue said, "But I also know that they are not here for this. Anyway, I am a little confused..."

Everyone knew that the other party was here for the project. Ah Yue was struggling with what she had just rambled on, but Chen Qin thought about it seriously: "Actually, this question makes sense."

Although they are being confused like this, I am not afraid of the other party being unreasonable, I am afraid that the other party is really making sense... Just now, Liu Chengzhi and his group said that the information was confidential, and later they said that they were snatching the project, which was unreasonable, but what they said in the middle was actually real.

Chen Qin lowered his voice and whispered: "Although the Makimoto cycle is famous, its proposer has begun to speak against it in the past two years, saying that the future development of semiconductors will not be so clear..." "It means that this theory is no longer applicable. ?”

"It may not be applicable in the future." Chen Qin said, "So what they are worried about is probably true."

"Then you are tricking them into paying?" A Yue became happy when she heard that she was doing something bad, but she was still worried, "Then they stopped looking for trouble. What will happen to future customers?"

"It's not a lie. After all, in semiconductors, although business ideas are very important, in the end there are only a few big customers, so there is no need to be so particular..."

Although people have been deceived, deceiving people still cannot solve the problem. The previous cycle of animal husbandry was actually far-fetched, but the problem still has to be solved. A Yue thought about this very seriously.

Chen Qin's idea is simple. After all, the neutrality of the foundry is very important, but it does not necessarily have to be clear about the relationship. Now he has changed his mind and wants to buy SUN. There is nothing he can do about it. After all, middle school students are sometimes a little half-hearted.

But we can’t pick up the sesame seeds and lose the watermelons. The OEM still has to continue to buy them. What will the OEM do next?

The problem seems to be serious, but in fact it is just the right time. In fact, I was a little worried that I would not be able to solve it alone. Now I am spending money on both ends, which is not enough.

It just so happens that Mr. Liu and AMD don't want his family to dominate. After thinking about it just now, it's not impossible. Since it is the semiconductor industry, he can learn from ASML's future governance model.

Specifically, it is to ask customers to invest in R&D and become shareholders. ASML had no money when it developed EUV lithography machines. Asking Intel, TSMC and Samsung to invest can not only solve the money problem, but also draw customers into its camp, a win-win situation.

Of course, ASML's plan didn't work out that year. It had been developing EUV lithography machines for more than 20 years, but those three companies just pinched their noses and sold them as soon as the sales restriction period ended, leaving a beautiful and determined person with a mysterious background. Capital took over... Of course, there may indeed be some other dermatitis transactions involved, but aside from the results, the plan itself is good. Now Chen Qin wants to buy SUN himself, and AMD is reluctant to part with his GF, so Lenovo has roped in a group of people to become Laowang. It's better for everyone to invest together. As long as R&D can improve, attracting new customers and becoming shareholders can become a virtuous cycle in the future...

At this time, Chen Qin looked back and thought about it, and the more he thought about it, the more it made sense.

Ah Yue still thought he was lying. She was so sneaky when she spoke that she was afraid that others would hear her. Chen Qin didn't explain.

Later, when I went back, Lao Chen seemed to have finished registering. Seeing them come back, he also said that it was time to go to bed... After struggling for so long, and now being ordered to fool people again, it was time to go to bed.

Then Ah Yue called her cousin to pick her up, but it was his grandfather who came. When the old man saw Chen Qin, he smiled and nodded: "You have been working hard all day, are you having fun?"

"happy!"

Ah Yue smiled happily and followed him, then turned back and waved to Chen Qin.

Chen Qin yawned and returned to the room. He and Lao Chen were in the same room. When he went back, he saw Song Ziyun.

"Uncle Chen, is this really the Maldives?"

"Haha, good luck, I'll treat you to a big dinner later!"

"Great!"

Xiao Song has a high emotional intelligence, and Lao Chen is also very proud of it. However, when Lao Chen went to the toilet later, Song Ziyun came over and asked with a sly smile: "What's going on between A'yue and you today? Have you two made it public?"

"What does it mean to make it public? She just took me to introduce her family's connections."

"So you've been meeting her parents?"

"No, he's her dad's classmate, talking about business."

"What business? Games?"

"Semiconductors, finance, etc."

I thought Song Ziyun didn't believe it either, but he actually did. Of course, he wasn't interested in any of this either. He told Chen Qin about the competition held at Kuaiba today. After a while, Lao Chen came back and he hadn't finished talking. Look. Song Ziyun was very interested and asked: "Xiao Song also met his colleagues this time?"

Song Ziyun said: "I feel that the game is not that simple. I used to follow Chen Qin and A Yue, and I thought this was quite simple."

"now what?"

"Now... I feel that what Chen Qin said is quite right. I'd better study hard."

"Hahaha, yes, you still have to study hard now!"

Song Ziyun started laughing as he said this. After all, it was hard to let go of talking about this kind of thing with elders. Lao Chen probably noticed it and went to the next door with a cup in hand: "Then you guys chat, let me see what the hell Chen Qin is doing. Woolen cloth……"

As Old Chen went out, Song Ziyun didn't want to say anything anymore, "Chen Qin, I heard that there are advertisements for the building on the roof at night. Do you want to see them?"

Then he left alone. Chen Qin stayed in the room by himself, but suddenly he was thinking about other things. He took out the laptop given by Xu Lingling in his travel bag, downloaded the Star Core by himself, logged in and listened to what they were talking about. What……

Thinking about it, it's true. Once betrayal among company founders occurs, there is generally no room for maneuver. Silicon Valley is like this, and the Chinese dynasty of the last century was not special. I think Mr. Li must have tolerated him for a long time.

It's just that Mr. Li's view of his Xiao Chen is quite reassuring.

He didn't have time to explain to Mr. Li in detail before. Mr. Li probably just heard about AMD's plan to expand the board of directors tonight.

Then Chen Qin suddenly changed his target, and Mr. Li took this matter to confront his old acquaintance...

Although there's nothing wrong with it, it's a bit weird.

Moreover, the bosses just made a fuss about the leaked news. It seems that it was not actually because he had contacted Sun Yazhang, but because Mr. Li specifically said that he wanted to invite Xiao Chen to come over.

Anyway, Chen Qin turned on the computer again, got up and looked at the door again, making sure it was locked before coming back and opening the star core.

Chen Qin cleared his throat when he boarded his Star Core Terminal. After entering, Mr. Li hasn't come back yet. It seems he is still busy socializing.

But Ji Xianglin happened to be there. He was an outsider crowded into the channel of Galaxy Software. Chen Qin asked him: "Old Ji, you are very free today."

"I'm not free. I've been busy registering for a bank recently." Ji Xianglin asked directly, "How did you make your investment plan? Didn't you originally agree to invest in a foundry?"

"There are some other changes..." Chen Qin said, "How did you know?"

Chen Qin thought it was Mr. Li who told him, but Ji Xianglin said: "I asked an acquaintance to inquire. I heard that a 4 trillion bailout plan has been finalized recently."

"Oh...I know." Chen Qin has known about this for a long time and has not even asked about it recently.

"I know you know." Ji Xianglin said, "The recent four trillion plan has added information infrastructure, and many IT people seem to be focusing on semiconductors."

Chen Qin scratched his head: "Oh."

"Ah?" Then he reacted immediately, "How did you know?"

"I said I have connections, you old Chen, don't ask so clearly about everything. I'll introduce you to him when you really want to get to know him." Ji Xianglin complained, "But I can show you something, so I sent it to you."

Chen Qin quickly received a document in Word 2003 format. It seemed to be an investment suggestion for the financial regulatory authorities. It looked a bit like what he remembered. Each entry was line after line, and it seemed that they were written in units of hundreds of billions.

"Low-rent housing, shantytowns...rural water and electricity..." I've seen it before.

"Infrastructure...health..." seen.

"Post-disaster reconstruction... energy conservation and ecology..." I've seen it before.

And then there is...

"Information technology, high-tech industry support...the total investment is 180 billion."

"Ok?"

(End of this chapter)