Rebirth Starts From 2006

After the signing ceremony was over, and after a sumptuous meal at the hotel, Boss Chen left Boss Zhong and Boss Wu to continue to argue with Boss Yuan.

Then he left with Zou Rong,

There is no need for him to stay here because things are over here, so he decided to fly back to Guangzhou today.

It happened that Huang Shan was going back to deal with some business, so she went with him.

As soon as she got out of the hotel and got into the commercial vehicle, Huang Shan said suddenly,

"I see what you've been thinking about just now. Are you interested in that Asmai?"

In the past year, she spent almost 90% of her working time with Boss Chen. She dared not talk about life, but she could guess exactly what Boss Chen was thinking about at work.

In the hotel just now, when Mr. Wu and the others were talking about the situation of the lithography machine industry, Boss Chen's reaction was a bit unusual.

Nothing else, just caring too much,

Based on the current development of the company, the things that Boss Chen can care about are basically things that have investment intentions, or things that can affect the company's future strategic development plan.

Otherwise, he wouldn't have so much time and energy to take care of these unnecessary things,

No matter which one it is, it means that Chen Yang is interested in the company Asmail.

Hearing Huang Shan's words, Chen Yang nodded lightly, and said with a smile, "Do you think we can become shareholders of ASMI?"

He didn't have such thoughts before.

Just because I always feel that ASMI is too far away, and it is the top high-tech company in the industry, with American giants such as Intel standing behind it. With a Chinese capital, there is a high probability that there will be no chance to get involved.

But after listening to them talking for a long time just now, I realized that although Asmai has grown up now, he may not have no chance to intervene at all.

With the cooperation of immersion technology, TSMC has become a part of Asmai, but Sanxin and Intel have not yet deeply tied with Asmai.

At this time, the part with the most shares in ASMI is still in the hands of two investment management companies.

There is quite a lot of room for manipulation here.

If possible, he certainly hopes to become a shareholder of ASMI,

After all, this is the only top lithography machine supplier in the world in the future.

Not to mention economic benefits, just relying on its shareholder status, it can maintain a certain voice and influence in the chip market, which cannot be bought with money.

Especially, it is of great significance to ensure the stability of Barley's high-end chip supply chain.

However, if you want to invest in a company, you must first have the willingness of the target company to accept the investment, otherwise, you will not be able to get in with the money.

Another one is that the United States has very strict control over high-tech companies. Although ASMI is not an American company, the major shareholder behind it is Wall Street Capital. influences,

Even if he himself is not happy, the Dutch side will make him happy,

In addition, the current ASMI has shown the momentum of the industry hegemony. If you want to become his shareholder, you must not simply have money. You must also be able to help their long-term development like TSMC and Intel.

Only in this way can there be a chance to be recognized by ASMI.

Therefore, it is not so difficult to directly invest in ASMI.

However, in addition to direct capital injection into shares, there are many other methods that can be used.

Otherwise, Boss Chen wouldn't have asked this question,

For example, in 2004, didn't Philips sell its shares?

As long as the current ASMI shareholders are willing to sell their shares, Chen Yang has the opportunity to become one of ASMI's shareholders.

really,

Hearing Chen Yang's words, Huang Shan said with a smile, "If the shareholders of ASMI are all companies like TSMC, Sanxin, and Intel, I really have nothing to do.

But his two largest shareholders are financial institutions on Wall Street, so it is much simpler,

All investments are for profit returns. For investment management companies like Capital International Group and BlackRock Group, as long as there are enough interests, there is nothing they cannot trade! "

Chen Yang nodded slowly, then grinned at her, "Then, this matter..."

Before he could finish speaking, Huang Shan raised her hand to interrupt him, "Stop, I can do this, but I'm so busy now that I don't have time to do it.

Xiaoyu is now in New York, and she has a large group of financial elites under her command. This should not be difficult for her, and it will not affect the progress of the acquisition.

You better let her do it! "

have to,

Boss Chen raised his eyebrows, turned to look at his little secretary, "Contact Mr. Yu and let her deal with it as soon as possible."

Zou Rong immediately made an OK gesture, "I'll send her an email now!"

Taking advantage of Zou Rong's email, Huang Shan said,

"After confirming that Shangwei accepted our investment, I called Lao Zhou and Professor Huang respectively,

In addition, relevant personnel from Damai Research Institute, Zhanrui R&D Center and Honggu Capital Technology Consulting Department were organized to hold a conference call to listen to their opinions on the semiconductor industry.

From the overall situation, everyone's opinions are not unified, and it can even be said that there are great differences.

I know that you attach great importance to the development of the chip business, and hope that one day Damai can use the chips developed and manufactured by ourselves.

However, this is not an easy task,

I can only pass on their opinions to you. How to decide specifically is still up to you, including whether to continue investing in other chip industry companies. "

That is to say, Caihong is too rich now, and she doesn't even pay attention to the investment of hundreds of millions or even billions of dollars.

Otherwise, you must have a good discussion with your boss and make a complete industrial development plan before deciding how to invest.

Unlike now, if the boss is interested, just vote here.

However, she still has to put forward the opinions and suggestions that should be raised, otherwise she would be irresponsible.

"Well,"

Chen Yang nodded and looked at her seriously, "Let's talk about it first."

No matter what Huang Shan's conclusion is, he will continue to invest in the chip industry, the reason is very simple, it is completely influenced by later generations,

At that time, all of our high-end chips had to be purchased from abroad, and when we spent money to buy them, we had to look at other people's faces. Lao Mei gave an order, and said that he would not sell it, which was really insecure.

Now he has so much money that he doesn't even know how much he has. The money is all for investment. It is necessary to invest in other industries. It is natural to invest in chips, so why not invest in chips?

Besides, when the digital age comes in a few years, all kinds of electronic products will emerge in an endless stream, and the demand for chips will be huge.

Even if Zhanrui can't make high-end chips in the future, but only sells low-end products, there will still be a lot of profits to be made.

It's a good thing to win without losing, why doesn't he do it,

Besides, making this kind of investment is much better than doing real estate.

Benefiting others, benefiting oneself, benefiting the country and benefiting the people, why not do it!

Sitting opposite him, Huang Shan didn't need to read the information, so she said to him seriously,

"As you know, there are several links in chip design, manufacturing, and testing and packaging, but in general, design and manufacturing are almost two completely different fields.

According to the different fields involved, there are currently three main business models in the chip industry.

The first is the fabless semiconductor company model. This kind of circuit design is only for hardware chips, and then it is handed over to the wafer foundry to manufacture the finished product, and then the company is responsible for selling the product. The representatives of this category are AMD and Qualcomm. Zhanxun and Reddike are also like this,

The advantage of the fabless model is that the burden is light. The company only needs to design, and does not need to spend huge sums of money to build fabs and develop new processes.

But the disadvantage is also obvious, that is, without the cooperation of the manufacturing process, the designed product may not be manufactured, and even if it can be manufactured, the specific appearance cannot be guaranteed.

The second is the vertical integration model, which takes care of the entire process from design, manufacturing to sales, and requires strong operating capital to support it, such as Intel, Sanxin, and MOTO, which was once brilliant but is now gradually declining.

Needless to say the advantages, all links are self-controlled, will not be easily controlled by others, and will not design useless drawings that cannot be manufactured,

As for the disadvantages, the requirements for capital are too high, and without strong financial strength, it is really unaffordable.

As for the third type, it is the IP design mode, which is only responsible for designing circuits, not for manufacturing and sales.

For example, ARM does not manufacture or sell any chips, but only designs IP by itself, including instruction set architecture, microprocessor, graphics core, and interconnection architecture.

Then whoever likes it can sell the license to whoever, and the customer can do whatever they want after getting the license, and they don't care. "

After finishing speaking in one breath, Huang Shan suddenly smiled, "Our Zhanrui uses the underlying technology of ARM!"

Chen Yang smiled slightly, not taking it seriously,

Not to mention the previous Zhanxun and Radico, including Apple, Intel, Sanxin, Hayes, etc., which one has not used the ARM architecture?

There are so many types of electronic products in later generations, such as mobile phones, TVs, multimedia, smart speakers, drones, smart power supplies... No matter which chips are used, almost all of them use ARM CPUs.

Moreover, in addition to ARM, there are three other architectures in later generations. Chip manufacturers around the world design based on these four architectures. This is really nothing to be ashamed of.

By the way, it seems that one of the four major architectures appeared after 10 years, and it is permanently free and open source. It is known as the most powerful challenger of ARM. Which one is it?

Just when Boss Chen was frowning and thinking, Huang Shan finished introducing the basic situation and continued,

"Based on these three basic business models, the opinions and suggestions put forward by our R&D personnel and consultants are not uniform.

Except for the third category, the first two have supporters, and their respective reasons are still very good. I really can't judge which route to take. "

Chen Yang raised his head and smiled slightly, looked at her and said, "There is no way to judge this, haven't we already gone the second way!"

My chip factory has already started construction, and you still tell me that you don't know which route to take, isn't it funny? !

But Huang Shan shook her head, and said sternly, "That's what I replied to them at first, but I couldn't refute their opinions.

Although Zhanrui has its own design center, it is also building its own chip factory.

However, with a factory, they may not be able to undertake the chips they designed themselves!

What's the point of having such a factory if you can't manufacture the chips you design yourself? ! "

Uh,

This made Boss Chen speechless.

Compared with the chip manufacturing plant that has not yet been completed, Zhanrui's design capabilities are indeed much higher, especially in the field of 3G communications, and some aspects are not even weaker than the world's first-class level.

If this factory cannot obtain a relatively advanced lithography machine and develop a matching manufacturing process, it may not be able to undertake the design drawings produced by Zhuzhanrui's R&D department. At that time, it can only produce some low-end chips.

But only producing low-end products, it becomes a sweatshop that can only earn a meager processing fee. Boss Chen’s family has a big business, so is it necessary to play in that low-end industry?

But without high-end equipment and advanced manufacturing technology, high-end chip products cannot be produced.

This is also one of the reasons why he insisted on investing in Shangwei before.

Upstream high-end technology and equipment are controlled by others, so you can't play!

Leaning on the back of the chair, Chen Yang squinted his eyes and meditated. He didn't open his eyes until Zou Rong put away the computer, looked at Huang Shan and asked,

"If we go all the way to the dark, is there any way to improve our manufacturing level?"

It is impossible to turn back, and it is not Boss Chen's style to give up. Since he has chosen this path, how to go faster and farther is the real thing that should be considered.

Regarding this question, Huang Shan was not surprised at all. Obviously, Boss Chen had already made a decision in her heart. Now that the boss has made a decision, all she can do is to solve the problem.

Huang Shan raised her forehead slightly, and said in a deep voice, "Acquisition!"

Chen Yang immediately asked, "How?"

"Leave abroad,"

Huang Shan said without hesitation, "Given the existence of the Wassenaar Agreement, the most effective way is to establish a chip manufacturing company abroad.

Then in the name of this company, we will acquire related chip manufacturing companies in Europe and the United States, absorb their advanced technology, and develop our own high-end chip manufacturing industry! "

Chen Yang frowned, "This is the only way?"

What's the difference between building a factory abroad and buying directly from other companies?

Huang Shan replied very positively, "From a practical point of view, there is only one way!"

After a pause, Huang Shan sighed lightly and said,

"Even if this is the case, we still need to prepare an additional lobbying budget to strive for the same treatment as local national enterprises to the greatest extent.

But ~www.readwn.com~ If we can achieve the effect we want, it will be good for our own industry.

On the one hand, the company is in our own hands, even if we encounter a technical blockade that may come in the future, we can still have some room for maneuver.

At least there is room for black box operations! "

Chen Yang couldn't help nodding when he heard this,

Indeed, the company is in my hands, and all the managements follow my orders. I will naturally arrange the specific operation.

Even if your government has issued an explicit order, it will not prevent me from stealing the dragon and turning the phoenix, cleaning up some inventory or something, right?

Even if it is discovered, at worst, it will be fined.

Moreover, with the Western political system, we can organize an ultra-luxury team of lawyers and a lobby group, and we can make a lot of noise, but if it can be delayed for a few years, maybe there will be a turning point!

Huang Shan continued, "On the other hand, although the factory is located abroad, we can send engineers to study there, and use the technology and equipment there to train talents here!"