Internationally renowned data companies provide partial data support.
The first person in hedge funds took the lead.
The head of Sony provides the inside scoop.
Fang Zhuo paid close attention.
As told to Gasoline Man, this system battle is related to the next generation technology layout. Regardless of whether Ice Core can survive until then, Fang Zhuo will first find a way to accumulate wealth.
In the first week of March, Fang Zhuo was in charge of Yike. While preparing for the investigation of the Japanese company with Kong Yu, he also asked Stringer who was far away in New York.
The gift from China has been delivered from Shanghai to Sony's office in the New York Building, which surprised Stringer.
As the saying goes, affection is more important than etiquette, not to mention that etiquette is not light.
Stringer actually has a rather ambivalent mentality about maintaining his relationship with Mr. Fang.
On the one hand, Mr. Fang has a lot of money, and Sony is short of money.
On the one hand, as Yike becomes stronger and stronger, the former outside directors have more and more influence. It would be uncomfortable if I always take the initiative to stick to them.
This is just right now. My friend has become a rich brother and I can still contact him proactively, thus avoiding embarrassment and embarrassment.
Stringer now pays more attention to the opinions from Mr. Fang than in the past, and chatted with him a lot about the situation of Sony's consumer electronics business and internal reflections. One example that both of them knew was mentioned repeatedly.
That is, the technology of Sony's camera department would rather be given to outside brands than to Sony mobile phones. At that time, Fang Zhuo, an outside director, intervened and finally allowed Sony mobile phones to obtain its own technology, which also led to reforms in the department.
But judging from the situation of Sony mobile phones in the past two years, it is obvious that a small reform cannot save the overall development.
Here, Stringer, who was unwilling to make the decision to switch to Android in time, was obviously responsible. His communication did not avoid this, but it made people sigh even more.
Fang Zhuo did not criticize the old Jazz for this, but gave an understanding: "There is nothing to blame yourself for. You just made a decision that everyone thought was not too wrong at that stage. How can you take all the responsibility?
?Even if I were in your position, I couldn't do better than you."
Stringer felt relieved. Mr. Fang always said so. It was indeed because there was a reason for the incident at that time.
Sony is not like Mr. Fang. Mr. Fang started his career without any baggage. With Sony, a nominal giant with stubborn problems everywhere, it is always inconvenient for him to use his fists and kicks.
The communication between the two has reached a new level since they met, and their spirits resonate with each other.
Fang Zhuo has always been sincere in the right places, and has also given his own analysis of Sony's current problems. Of course, if the group can turn around the decline with analysis alone, then... bless Sir.
In the second week of March, the outline of the investigation team established by Kong Yu took shape. It plans to fly to Tokyo this week to start an investigative journey that requires patience and sensitivity. It is very unclear whether Sony's "Master of ZTE"'s road to ZTE will end early.
It may depend on the investigation results of this team.
But something happened that shocked the two of them, or the world.
On the afternoon of March 11, a huge tsunami erupted in the waters of northeastern Japan, causing devastating damage to Iwate, Miyagi, Fukushima and other places in the northeast, and triggering a nuclear leak in Fukushima.
The team that originally planned to fly to Japan immediately canceled the trip, and Kong Yu and others urgently reassessed the possible impact and chain reactions.
Fang Zhuo was surprised and his vague impression was awakened by the reality. It seemed that there was such a thing in Japan. Then, he subconsciously linked his recent concerns about neighboring companies, especially Toshiba, and instantly understood what this time had brought to it.
Drastic impact.
One of Toshiba's key businesses now is nuclear power. It spent a huge amount of money to acquire the US nuclear power technology company Westinghouse Electric in 2006. It ambitiously hopes to make achievements in this field, but this time Fukushima will undoubtedly have a huge blow.
Toshiba’s nuclear power strategy.
Moreover, when Toshiba acquired Westinghouse, it encountered malicious competition from General Motors and Mitsubishi. The premium reached US$5.4 billion before the target was achieved. Now it seems that it must have carried a huge burden.
Fang Zhuo's attention was focused on Toshiba, but soon he received another call from Stringer.
He then realized that Sony was also in a bad situation now. At least 10 of its factories would be affected, involving storage, semiconductor lasers, and image sensor businesses. It was not just the direct disaster, but also the power outage, raw materials, and parts.
Shortages and many other secondary situations will inevitably bring huge losses.
The house is leaking and it rains all night. Sony's financial situation is already tight. The financial report that was able to be glossed over last year may face unprecedented pressure.
Stringer seemed quite pessimistic during the phone call this time. He originally hoped for the recovery of consumer electronics and other businesses, but this time his plans were forcibly interrupted...
Even Fang Zhuo, a foreign director who was considering restoring Sony's origins, felt helpless after listening to the old jazz's words. This year's bubble may be even bigger. If that's the calculation, it would be better to burst it last year and then sell assets this year to create a bottom.
It's rebounding.
However, this situation really does not depend on everyone's will, so we can only say, see you at the end of the year.
The emergency situation in early March will definitely have a profound impact on many Japanese companies. Although the northeastern region is not the most important industrial area this time, it is also home to many important industrial factories such as automobiles, nuclear power, petrochemicals, and semiconductors.
Moreover, the economic scale here also accounts for about 8% of Japan's GDP.
Kong Yu repeatedly took inventory of the factory conditions of some companies there, and planned to postpone the trip to next month until the situation stabilized before conducting in-depth investigations. If some companies have already had financial fraud, they may not be able to do so within the year.
If more fraud is not carried out, more mistakes will occur.
The situation in Japan has attracted the attention of the international community. In addition to its own disaster, the successive leaks in Fukushima have also attracted much attention.
Fang Zhuo stayed in Shanghai, calmly waiting for the changes that IDC and the Gasoline Man team could continue to bring about. However, Kong Yu had not yet set off. He heard about Soros's interest in the Japanese yen from Wall Street channels.
I don’t know if this is just a test.
Kong Yu talked to his boss about his thoughts in this regard and believed that he could also follow this line. Regardless of the Japanese yen or Japanese companies, the next one to two years may be the time to harvest.
Of course, he agrees with the boss's guiding ideology of taking advantage of the situation. If there is a significant trigger, the time and scope of the explosion are worth looking forward to, but before that, one needs to remain patient.
On March 17, Fang Zhuo and Su Wei talked about the second step of their overseas trip, planning to go to watch the NBA Finals in June, just in time to release the new Yi Ke machine.
After Su Wei's trip to Europe, she was no longer worried about the safety of going abroad.
The main reason is that it’s okay to have a hateful bald head like Mr. Kong, and the mysterious man will be safe. Moreover, the financial market is turbulent, and both Europe and Japan, which attracts attention, are profitable. Yi Ke, a small person,
We only sell consumer electronics on a third of an acre, so there shouldn't be too many eyes watching closely.
"When you go to the United States in June, will you see problems with Japanese companies in the next few months?" Su Wei asked after hearing sporadic exploratory research on Japanese companies these days.
"How is it possible? IDC is currently paying attention to the situation of Olympus. As far as the current situation is concerned..." Fang Zhuo was stuck in his words, and after passing through his thoughts, he said, "You also know that financial fraud is relatively common.
Secretly, Olympus has news about its own financial department employees last year and a new CEO this year, Sony has news about Stringer and me, Toshiba has reasonable suspicion, and many other Japanese companies are represented.
Doubt it, you still need to make hard work if you really want to find out the tail.”
Su Wei thought for a moment and corrected herself: "Mr. Fang, I don't know much about financial fraud..."
She is not as involved as the big CEO in front of her. She also has a dedicated team to do these things. Now she doubts that she was optimistic about the role IDC can play when she helped Mr. Xiong acquire IDG, right?
Then he continued: "What about next year? Then we can get what we want?"
Fang Zhuo patiently discussed his "slicing" ideas with Teacher Xiao Su. The technology is not a whole but can be decomposed, especially the samples of ASML and Nikon. The technical direction is based on "light source, lens, mask stage".
Cut it down, and then continue to decompose it one level at a time, and the company's direction is towards Toshiba and Nikon.
Anyway, take whatever you can get, never too little, never too small.
Finally, he gave an idea about time: "I see that the old and new management of Olympus and Bahrain are fighting fiercely now. Sony's financial bubble will definitely not survive this year. From this point of view, next year may be a period of explosion."
Although Su Wei already knew the man in front of her very well and the relationship between him and Sony, but now that Sony had become a symbol of judgment, she still couldn't help but say: "Sony meets you, Stringer meets you... it's really...
Trapped in a cocoon."
Fang Zhuo replied nonchalantly: "Just think that your luck has declined. It's time."
Su Wei: "..."
"I think Kong Yu's response this time is quite enthusiastic, and he is very interested in Japan." Fang Zhuo said, "I strictly ordered him not to falsify the data or be too proactive."
Su Wei nodded silently. Today's Mr. Kong is so different from the Mr. Kong who rashly broke into Hang Lung 23 in the early years. We can't help but sigh at the mystery of fate.
Just when she was about to speak, Fang Zhuo's cell phone rang.
"Hey, it belongs to Dr. Jiang."
Fang Zhuo answered the phone and it was Jiang Shangzhou, the chairman of SMIC.
Around two years ago, Dr. Jiang was recuperating in the capital, so the two made an appointment to wait for Fang Zhuo to come back from Europe to meet again. Later, they still postponed it due to health reasons, and did not return to Shanghai until yesterday.
Fang Zhuo chatted with Dr. Jiang on the phone and made an appointment to meet over the weekend.
When he hung up the phone, the smile on his face disappeared and he frowned: "Dr. Jiang's condition must not be very good. He will recuperate directly in the hospital when he comes back this time."
Su Wei said "hmm" and did not say what was in her heart. Since she was in the hospital and now she chose to go back to Shanghai, the situation might be worse than she imagined.
Two days later, on the weekend, Fang Zhuo drove lightly and brought some fruits to Ruijin Hospital to see Dr. Jiang.
The appointment time between the two of them was at 10 o'clock in the morning.
Fang Zhuo arrived ten minutes early. Unexpectedly, when he arrived at the ward, he saw Jiang Shangzhou sitting on the hospital bed chatting with SMIC CEO Wang Ningguo.
"Mr. Fang, you're early." Jiang Shangzhou looked at the time and welcomed Fang Zhuo with a smile.
Fang Zhuo put down the fruit basket and nodded towards Wang Ningguo, dumbfounded and said: "It's already 9:50, how dare you still rush to see the guests? You don't leave any time to rest in between? Recuperation requires both healing and health care.
Raise it.”
"I can't treat him now, I can't support him anymore, that's it. I might as well talk to you more." Jiang Shangzhou's voice was not bad, but he was thin, much thinner than the last time we met.
When Wang Ningguo saw Mr. Fang arriving, he stood up and left.
Fang Zhuo walked him to the door and talked for a while before returning to the ward. When he turned around, he saw Dr. Jiang getting out of bed to pour himself some water. He quickly came over and pushed him back, saying helplessly: "Why are you calling me?
Am I young and strong enough to drink this water?"
Jiang Shangzhou was not too polite and nodded: "Then I won't greet you anymore. You greet me."
Fang Zhuo looked at Dr. Jiang inexplicably.
Jiang Shangzhou looked in the direction of the door of the ward. His son was outside. He whispered: "Did you bring cigarettes? Here's one."
"No, I quit a long time ago." Fang Zhuo flatly refused, "Besides, I was told not to give you cigarettes before I came in."
Jiang Shangzhou was a little disappointed and complained: "You, you, why should you quit smoking at such a young age? Forget it, when it comes to this job, I have ignored everything. I can give you cigarettes, or I can not give them."
"You can peel an apple and eat it." Fang Zhuo smiled and took the apple from the fruit bowl, "Add more vitamins."
Jiang Shangzhou sighed twice and suddenly asked: "Where has the ice core's 32nm reached?"
Fang Zhuo looked up, saw Dr. Jiang's bright eyes, and replied: "Risk trial production is still some way off, but the progress has been expected. Now we are studying the second-generation high-k insulation layer/metal gate process.
The 45nm chip we gave to Zhurong this year is HKMG’s 45nm, which is a good improvement compared to last year’s 45nm. If Dr. Liang and his colleagues go well, they will probably start risk trial production in the third quarter.”
Compared with 45nm, 32nm is based on the original replacement of better materials and continues the old path of reducing size, which is relatively not that difficult.
Fang Zhuo did not mention the 28nm technical differences faced by ice core. Now that the two directions are being verified together, everyone is still very angry.
"HKMG, 32nm, Zhu Rong." Jiang Shangzhou muttered a few words and said leisurely and fascinated, "Okay, that's great. Hu Zhengming and Liang Mengsong are indeed a generation of geniuses!"
He looked at Fang Zhuo who had peeled the apple, and praised: "You are a genius, too!"
Fang Zhuo handed over the apple and said with a smile: "Don't be excited, Professor Hu and Dr. Liang, they still have great ideas for the future, and they are all waiting for the day when FinFET will be implemented in ice cores."
Jiang Shangzhou nodded repeatedly and took a breath: "Come on, we have to talk outside. The ward is too cramped. Let's talk outside in the vast world."
He pointed to the wheelchair by the wall and motioned to Mr. Fang to push the wheelchair outside for a walk and chat.
Fang Zhuo supported Dr. Jiang and considered what good news to say.
"Also, ask your secretary to bring cigarettes." Jiang Shangzhou said again.
Fang Zhuo had some doubts that this was the real purpose of the so-called "Broad World", and lied sincerely: "I drove here by myself today, without a secretary or a cigarette."
This chapter has been completed!