Rebirth 2010: I taught Mr. Lei how to make a mobile phone

Chapter 246 Semiconductor God of War

Zhang Yiming pushed his glasses and agreed with Chen Mo's point of view. "What you said is actually the same as what we are doing at 99fang now. We collect all the real estate information, aggregate it, and then analyze the portraits based on the user data and make recommendations. This way of distributing information is indeed feasible at present."

"In fact, I think it's better to call it a recommendation engine. Look at the three BAT companies now. Tencent and Alibaba don't have the gene for information distribution. Only Baidu has it, but it didn't realize it for a while. Even if it did realize it, it would be difficult to achieve success in a short time."

Zhang Yiming looked up at Chen Mo, and unexpectedly, the other party's thoughts coincided with his own. "Do you think so too?"

"What else? I think in this era of great contention, it's a waste of your talent to stay in Room 99. Don't you want to see the vast world of mobile Internet outside?"

"What? You finally can't resist and want to dig me to the other side?" Zhang Yiming gnawed on the chicken wings with a smile on his face.

"That's not the case. It's a waste of your talent to come to the other side. I think we can do something big together! We can do something, for example, you provide the manpower and I invest the money, and start a business to recommend and distribute information flow."

"I said, you are a big boss with hundreds of employees, and you have a lot of free time every day. After working on WeChat, you made mobile games, and now you want information flow~"

"It even rhymes. What's the matter? You want to take the postgraduate entrance examination? Who would work overtime every day as a boss? Don't say you are not tempted, that's too fake."

Chen Mo's matter-of-fact remarks made Zhang Yiming, who worked overtime every day, feel like he was shot in the chest. He quickly ate a few mouthfuls of rice to replenish his blood, and said, "Well, I'll think about it~"

"Don't worry, I'll be out of town soon, let's chat on WeChat if you have any ideas~"

"Just now you said you were free~"

"I'm going to visit famous people, you don't understand~" Chen Mo said and hurriedly ate his meal.

Once the seeds are planted, just wait for them to germinate.

The "other place" that Chen Mo was referring to was the Shanghai Stock Exchange, because he got the news from Black Rain Consulting that the new address of the company of Zhang Rujing, who is known as the "Semiconductor God of War" and the "Chip Godfather", in the Shanghai Stock Exchange has finally been determined.

This time he and Lei Jun went to visit together.

So what kind of company is Black Rain Consulting?

This was two months ago. At Lei Jun's suggestion, the two of them found someone to set up a more private company.

The employees there are all experts, scholars and professors who have been rehired or affiliated with the fields of law, finance, policy, etc., as well as some leaders of various departments who have retired and want to make some efforts. Of course, in addition to these, there are plans to recruit some elusive "Beggar Gang" disciples. Of course, these people do not have to work in the office.

Just like the elders in martial arts novels, they receive salaries when nothing else matters, and take action once or twice when something happens.

And according to the concepts in the martial arts world, the hierarchy of the Beggars' Sect is divided by "bags", which can reach a maximum of nine bags. One bag is an entry-level disciple, and nine bags are gang elders. Hong Qigong is the gang leader and is not in this sequence.

The "Beggars' Sect" of Black Rain Consulting, on the other hand, mainly recruits disciples with "two bags" and "three bags". The threshold for something like Catfish Young Master is not high enough. To be eligible, one must at least be at the level of being able to drive around the Imperial Garden.

In this kind of relationship-based society, sometimes money is not everything. Under the same conditions and within the scope of responsibility, should we give it to you or give it to him? Whether the standard is higher or lower, people still play a big role in it.

In the future, if there are children who don’t know their way around and make unreasonable demands, we can ask the adults to come out and beat the naughty kids up, and use magic to defeat magic.

To do this, the two people from Black Rain Consulting need to invest tens of millions in personnel costs every year, which can be regarded as protection fees.

The current situation of Zhang Rujing was provided by one of the disciples of the Beggar Gang, and the information also included some internal information, which was very detailed.

When the price remains unchanged, the number of components that can be accommodated on an integrated circuit will double every 18-24 months, and the performance will also double accordingly - Moore's Law

According to Moore's Law, the performance of electronic products at the same price will double in 18-24 months, and this law will be valid for fifty years.

Hundreds of millions of transistors are planted on a chip the size of a fingernail. Under a microscope, a chip looks like a super-large city, with buildings and streets arranged in an orderly manner.

When the chip manufacturing process reaches a certain stage, it will become an absolute watershed.

Looking at the development of the entire chip process technology, it is really full of blood and tears. Even powerful foreign manufacturers such as IBM, Intel, GlobalFoundries, etc. can collapse or give up, which is similar to Apple making electric cars.

Each generation of wafer technology requires billions or even tens of billions of dollars of investment, and the newer the generation, the greater the requirements for technology and capital.

Therefore, as a chip foundry company, it must have a large enough sales volume to be able to amortize the huge initial capital investment and obtain profits.

As early as May 1999, the state held a seminar on the microelectronics industry. The meeting reached a consensus: the state will provide special policy support to the chip industry and introduce relevant support measures.

In January 2000, relevant state departments invited a group of technical experts including Zhang Rujing to have in-depth discussions with department leaders on corresponding support policies.

Subsequently, the State Council issued Document No. 18, “Several Policies to Encourage the Development of the Software Industry and the Integrated Circuit Industry,” opening a new chapter in the development of China’s semiconductor industry.

In 2000, at the strong invitation of Jiang Shangzhou, Zhang Rujing led a team to Shanghai for inspection, and then SMIC was founded. After several years of development, even if SMIC had cheap land and various policy subsidies, it could not spread the cost.

Subsequently, due to the dual impact of the negative news of TSMC's lawsuit and the global financial crisis, SMIC's stock price continued to fall and it suffered losses year after year.

In 2007, SMIC suffered a loss of US$1950 million.

In 2008, SMIC's losses reached over US$4 million.

Years of losses have led to rapid iterative development of China's domestic chip business. SMIC has improved the level of semiconductor process technology from four generations behind the world's top level to just one generation behind, and has built factories in Shanghai, Beijing, Tianjin and other regions, driving the development of local chip industry.

In China, SMIC is currently the only semiconductor foundry company that can be proud of.

The price paid is that SMIC has never made a profit since its establishment, which is an external threat.

The internal problems are the complex shareholders and constant conflicts among the internal management, which seriously restrict the development of the company.

The incident that served as the fuse was TSMC's lawsuit against SMIC, in which the latter lost.

In 09, a US court ordered SMIC to pay TSMC a fine of US$10 billion, to be paid in four installments over four years. This six-year lawsuit became the most brutal battle in China's semiconductor industry.

This year, SMIC's losses amounted to nearly 10 billion US dollars, and it is completely unable to repay TSMC's compensation. If the judgment officially takes effect in China, SMIC can directly declare bankruptcy.

Zhang Rujing, Jiang Shangzhou and a team of lawyers flew to Taiwan for emergency negotiations with TSMC.

In the end, SMIC and TSMC reached an out-of-court settlement, in which SMIC paid US$2 million in cash and 10% equity.

In addition, there is an additional clause: Zhang Rujing must leave SMIC!

It took only 7 days from losing the lawsuit to announcing Zhang Rujing's resignation, which was very fast and efficient.

In November 09, Zhang Rujing signed his resignation documents and also signed a non-compete agreement: starting from 11, he was not allowed to engage in chip-related work within three years.

This seemed to be the end of the career of a 61-year-old engineer. At that time, it was revealed that he might engage in some charity or education work, which is a common practice for many entrepreneurs after retirement.

After Zhang Rujing left, Jiang Shangzhou was appointed as chairman. He transformed SMIC's business segment from memory manufacturing to wafer processing, reversing the overall loss situation.

But what no one knew was that Jiang Shangzhou was already in the advanced stage of lung cancer at this time.

In June 2011, Jiang Shangzhou, who was known as one of the two great warriors of SMIC together with Zhang Rujing, died of illness at the age of 6.

"In terms of semiconductor technology, we don't have to be proficient in everything. As long as we are ahead of the rest of the world in a few areas, we can find our own development path." This was the advice Jiang Shangzhou left for the Chinese chip industry in the last years of his life.

After that, SMIC quickly fell into chaos due to complicated shareholdings and intertwined factions. During the internal strife, senior executives left one after another and development almost stagnated.

As a result, SMIC has entered its darkest hour.

According to the information, Zhang Rujing did not really retire after leaving his job. He learned in the non-compete agreement that he was allowed to work in the fields of LED and solar energy. He immediately started to build a new factory to produce functional chips such as spectrum conversion and voltage conversion for LED products.

Chen Mo and Lei Jun were shocked after reading the information in their hands. Whether it was Jiang Shangzhou or Zhang Rujing, two words emerged in their minds at the same time: national hero!
On the plane, the two had reached a consensus that this time they must convince Mr. Zhang instead of asking him to leave, after all, there was still a non-compete agreement.

Instead, let him stay behind the scenes and make decisions!

In the Shanghai Stock Exchange, Lei Jun and Chen Mo met Zhang Rujing for the first time at a lecture held at ShanghaiTech University, where Zhang Rujing gave the college students an unforgettable lesson.

After listening to it, Lei and Chen felt that it was more like a sharing of patriotism education.

That is why Zhang Rujing, who was born in mainland China, grew up in Taiwan as far as he can remember, and became successful in the United States, returned to China to build a factory.

During the question-and-answer session after class, Chen Mo pretended to be a student and asked questions about "China's chip prospects and the current gap with foreign countries."

Zhang Rujing was optimistic but also a little heavy. He chatted for a few words without going into details.
Shanghai-listed Yingrui Optoelectronics Technology Co., Ltd. is a company mainly engaged in LED epitaxial chips, substrate materials and related supporting components.

The founder of the company is Zhang Rujing.

The lecture was held on December 12th. On December 4th, Lei and Chen came to Yingrui Optoelectronics Company and met Zhang Rujing.

"I remember you. Are you the student who asked the question yesterday?" Zhang Rujing pointed at Chen Mo and said.
Thanks to the book friend "Panpanbanpan" for the reward~
Thanks to "Book Friend 20240719121559702" for the reward~
The two bosses are generous~
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(End of this chapter)