Reinventing the Millennium.
Chapter 1419 Drifting
Chapter 1419 Drifting
In the last week of June, Fang Zhuo, who was still in Luzhou, received a call from Washington, the main content of which was to inform him in advance about the status of this temporary license.
by.
Still passed.
BIS has already given its ruling, and only the final announcement is left, but the list is already circulating among the public.
Along with YiKe, other overseas customers of BingCore, such as AMD, Nvidia, and Marvell, also obtained temporary licenses. However, some people noticed that the number of the second batch of temporary licenses was reduced. For example, Intel's Broadcom division did not appear this time.
This basically means that Broadcom and IceCore have ended their cooperation.
The stability of an enterprise's supply chain is of paramount importance. Although Bingxin's technology is very strong, when its name appears on the list of Amei Yanxuan, this situation is doomed.
All this is not difficult to predict. Both Fang Zhuo and Bingxin’s top management were prepared for this. Moreover, although the number of overseas customers has indeed decreased, domestic customers are sufficient to fill the gap. The advantages of advanced technology in products are quite large, and Mars 8.8 is the best proof of this.
The main message conveyed by Austin, Washington's close friend, was to advise Mr. Fang to promptly advance Yike's work progress and find a suitable chip manufacturer as soon as possible.
He also used Broadcom as an example to emphasize the stability of the supply chain.
"Austin, you are doing very well now. You can teach me how to run a company. If you want to start a business, I will definitely invest in you." Fang Zhuo expressed his attitude jokingly.
Among America's close friends, Austin is the one who has the most contact with me. He was initially introduced by former financial steward Geithner. After Geithner ended his term, he remained active in Washington and acted as a communication middleman. Now, of course, he serves the largest shadow shareholder.
"Boss Fang, the current situation is really not right. Let's talk privately. I think Yi Ke should really..." Austin said helplessly without any intention of joking, "Even if you want to keep the ice core, according to what you said, you should take it step by step. Now you have to know which one is more important, right?"
"Yi Ke has been talking all the time. Austin, you should hang up the phone immediately and call the SEC to ask them why they intervened in Yi Ke's investment in GlobalFoundries." Fang Zhuo snorted coldly, "Is it Yi Ke who doesn't want to talk? Who is hoping for Yi Ke's death?"
"Yi Ke doesn't have to invest in GlobalFoundries, but can choose to cooperate with GlobalFoundries!" Austin suggested.
"If Yike doesn't have a say, how can GlobalFoundries optimize its technology and use it?" Fang Zhuo asked, and then turned to questioning, "Samsung is dragging its feet, and Taiwan Semiconductor is mixed up with Qualcomm and Apple. UMC's 16nm cannot be commercialized. Do you think I'm not anxious?"
Samsung's own 16nm is actually the same as UMC's, and is not yet capable of large-scale mass production. It is expected to be completed in Q3. The new Glory flagship it released last month uses Qualcomm chips manufactured by TAIC.
Even so, Yike is still negotiating with Samsung, but Samsung has been greatly eroded in the mobile phone market and would like Yike's competitiveness to decline, so it is just pretending to be insincere.
The situation of Taiji is somewhat similar. Bingxin has seized the 16nm process and become the world's leading wafer manufacturer. This has brought great stimulation. In addition, its production capacity is closely followed by Qualcomm and Apple, and it is basically impossible to allocate it to Yike.
As for UMC, another wafer foundry located in Taiwan, its situation is similar to that of GlobalFoundries. One is the process issue, and the other is the geopolitical issue. It is listed in multiple places, both on the Taiwan Stock Exchange and the New York Stock Exchange, and is subject to multiple supervisions.
There are only these manufacturers in the world that have or have planned 16nm processes. Yike seems to have many choices, but in fact the space is becoming increasingly limited as time goes by.
The second quarter of this year is about to end. Wall Street, which has been paying close attention to Yike's situation, has conducted in-depth analysis and speculation on the dilemma in this regard. However, after analysis, they also believe that there is a solution.
Including Intel, with whom we previously negotiated, even if the cooperation breaks down, there is still the possibility of restarting the cooperation.
However, the tighter the time is, the more it will cost Yi Ke to pay.
Austin knew all this, but he was sure that Mr. Fang knew the situation better than he did, so he sighed and said, "Mr. Fang, are you really in a hurry?"
"I'm so anxious that my forehead is sweating. I've been working overtime since March." Fang Zhuo replied immediately.
Austin was speechless. He felt that the current situation was that Mr. Fang was facing the problem half actively and half passively. Apart from personal relationships, the shadow shareholders did not want to create more friction for a company like Yike that had a wide influence and was highly representative of the East.
At least, not at this point in time.
"Mr. Fang, if Yi Ke continues like this..." Austin's tone became serious.
Fang Zhuo waited for the next words: "Hmm?"
"If Yi Ke continues like this, he will be digging his own grave!" Austin issued a warning.
"Really?" Fang Zhuo asked back.
Austin, not feeling the effect of his words, threw out a time limit: "The license cannot be extended beyond this year."
The second license expires at the end of the third quarter, and if it is extended again, it will expire on the last day of this year.
Fang Zhuo didn't show much emotion when he heard this. He just reminded: "Remember to extend AMD's license and don't implicate innocent friends."
Austin felt that Mr. Fang was as hard as a rock, but he still responded: "Friends always get preferential treatment."
Fang Zhuo laughed and ended the call.
Austin was quite depressed. He was the one who conveyed the will and issued serious warnings, so why did he feel so aggrieved?
He thought about it and suspected that Yike's business negotiations had made progress. Considering the current situation, it could be UMC, Intel, or...
Can China's SMIC come up with new technology this year?
This will indeed provide some respite, but it will still give rise to new problems.
Austin intended to repeat Mr. Fang's response verbatim, but he still felt a little melancholy. No matter what, Mr. Fang's past friendship was still intoxicating.
Fang Zhuo didn't know that Austin still had some friendship in his heart, so he didn't take the matter too seriously after the call ended. The other party only had valuable information within a time limit, but this was also within his expectations.
The storm has already come, and the drifting will continue for a while.
He continued with his work arrangements and called Qiu Ciyu, who had already flown to the French factory, to inquire about his situation and the news from the French side.
Compared with American customers, Europe has not been greatly affected because of joint ventures and because customer businesses are basically nearby. They will also be an important part of maintaining the relationship in the future.
In addition to inspecting the German and French factories, Qiu Ciyun will also explore more forms of joint ventures and operations to prepare for possible greater shocks.
While Bingxin's CEO went abroad, CTO Liang Mengsong is still working intensively on research and development, leading the team to ensure the verification of the latest technology. Professor Hu Zhengming, who was originally semi-retired, has also cheered up in the current situation and taken the initiative to take on a lot of work.
After Fang Zhuo finished his phone call with Qiu Ciyun, he thought about the division of labor among Bingxin's senior management and the companies that had recently moved to Luzhou. He planned to hold two more meetings and then return to Shanghai next month.
As dinner time approached, Secretary Liu Zonghong chatted about a piece of news.
"Mr. Fang, Alibaba has merged Xiami Music and Tiantian Dongting to form 'Ali Music'. They have made some really big moves this year," said Liu Zonghong.
He spoke from his own feelings. Online music is iMusic's traditional business. The iMusic software has been running for a long time and has always been popular with users, but now this niche segment seems to be facing an attack from Alibaba.
Fang Zhuo nodded and said with a smile: "Okay, by the end of the year we will be in a precarious situation, then we will let them follow us in the storm."
Liu Zonghong couldn't agree more. The market has to float and it has to shake. Yi Ke will have to pay for this year's ups and downs.
(End of this chapter)
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