.
From the time when the Mars 8.8 series reached the top in November last year to mid-January now, due to external public opinion and the rumors of many meetings in Washington, some senior executives of Yike and Bingxin have relatively done a good job in psychological construction, and whether it is Fang Zhuo or
Yu Hong also made a lot of preventive arrangements at work before returning to China.
But for many friends in the United States, the uncertainty about Yike's future is increasing, and the uncertainty about the MIGA fund is also increasing.
MIGA funds are not the only ones making money in the world. If the brand identity of "Mr. Fang" becomes blurred, the friendship between them may also become blurred.
Based on this situation, while paying close attention to the development of cryptocurrency, Kong Yu also noticed the boss’s empowerment of AMD and believed that this could be a very good value investment.
Doesn’t AMD lack advanced manufacturing processes?
Just add the ice core.
What is missing after making up for it?
There seems to be a lack of stable supply.
So, whatever is lacking, make up for it.
Kong Yu not only helps mediate in Washington, but also works with him to prepare crisis plans, including the use of laws and regulations. If ice cores face restrictions, customers such as Yike and AMD will rely on the "Export Administration Act" and the corresponding "Export Administration Law".
"Administrative Regulations", restrictions on business from the United States can be temporarily lifted or relaxed in the form of a temporary general license (TGL).
This TGL allows the restricted entities to continue to carry out originally restricted export, re-export and transfer activities within a certain period and under certain conditions.
Kong Yu doesn’t know if AMD has made such expectations, but he has already considered patches in advance.
Chinese companies like Yike may not be able to get TGL or TGL for a long time, but AMD is an orthodox American company. Is it going to harm the interests of its own family?
Based on this situation, not only for the benefit of the American company, but also for everyone's Mani, and to ensure the stability of ice core shipments, Fang Zhuo promoted AMD to the spokesperson of the most influential friend at present.
AMD is just a small company. It had a market value of 2 billion at the end of last year. By this month, it had lost even 2 billion.
Su Zifeng's appointment is not optimistic, and the continuous layoffs and restructuring have also dampened sentiment in the secondary market.
but……
Just like Yiko, which launched the Mars 8.8 series in November last year, its market value increased by 33% in two months. If it were not affected by the news in Washington, it would most likely be able to reach another level.
If AMD can gain support from advanced manufacturing processes, is there any hope of replicating the stock price trend of Yike?
AMD’s market value is too small?
That's a lot less.
Based on this consideration, Fang Zhuo gave a new "target", and the reaction of his close friend Austin and the subsequent reactions of friends also welcomed this.
The summit of Yike and Bingxin aroused a lot of public opinion in the United States. This is in contrast to the rapid development of the East. No matter what, an explanation is inevitable in the end, but many things have been mixed together.
Few people are not willing to cut and are not willing to cut, so as long as there is a steady stream of profits coming in, they can just turn a blind eye.
After receiving the follow-up implicit commitment, Fang Zhuo had another phone call with Su Zifeng, the head of AMD, and proactively mentioned the geopolitical risks of ice cores.
Before this, the two had only briefly discussed this point. Su Zifeng didn't want to talk in detail or deduce the future, but she found that Mr. Fang was more straightforward this time, not only talking about the subsequent process development of the ice core, but also talking about the future.
Provide supply guarantee for AMD.
"Mr. Su, even if the ice core is limited, we will find ways to help AMD apply for BIS's TGL. It lasts for 90 days at a time. It should be no problem to do it four or five times. Or, we can be more optimistic. Since everyone cooperates, then
Bing Xin must be doing his best," Fang Zhuo said.
Su Zifeng's attitude towards the head of Yike is quite...flattered. This...you are more troublesome than me.
She thanked Mr. Fang and took this opportunity to verify the news she heard.
It is said, it is said that Yike's talks in Washington collapsed. Yike's insistence not to change chip manufacturers may lead to a severe investigation by BIS. Affected by the news of this trend, the uncertainty of Yike's stock price has increased.
It has been pulling back for a week.
"The market value of Yike is too high, and it will inevitably be subject to stricter scrutiny. I never thought that Yike would one day be comparable to Google and Microsoft." Fang Zhuo said lightly, "Many of the market's current speculations are wrong.
, Yike has never been certain, it all depends on the development of the situation and the competitiveness of the products."
Su Zifeng listened to these words and interpreted this as the expectation that Yikexian would be replaced by OEMs such as Taiji and Samsung.
She pondered over and over again and gave a piece of advice that was painful to her: "Mr. Fang, if Yike wants to change, it can be anyone, but don't change to GLOBALFOUNDRIES."
Fang Zhuo: "...Okay."
He didn't know what happened to Mr. Su at GF, but Conexian Mobile seemed to have been cheated by GF.
Yike Mobile has been developing quite well during this period. However, Conson Mobile, which was subcontracted by Ice Core, originally hoped to use GlobalFoundries' 20nm process technology to hit a higher position...
Then there is no more.
The yield rate is low, the process is unstable, and there are problems with temperature control...
Fang Zhuo also received several paragraphs of news from Conexian Mobile CEO Ni Boren last week, which was indeed a bit disappointing.
"Mr. Su, I hope that the cooperation between our three companies will produce results this year. We can't wait for our autumn press conference." Fang Zhuo showed his expectation during this phone call.
Because it is authorized by the ZEN architecture, there is no secret. The research and development is jointly conducted by Yike, AMD, and Ice Core.
If the product can achieve the expected results, Yike's notebooks are expected to be equipped with a 16nm CPU from AMD in the fall, and once it appears, it will definitely have a huge psychological impact on Intel.
Of course, this is only an ideal state, and research and development will inevitably encounter strange problems. If the progress is far less than expected, the shark friends swimming in the financial market will have to continue to look for new goals.
On January 20, Yu Hong, who had been back in China for nearly a week, walked into the president's office of Yike 23. What she held in her hand was about the R&D cooperation between "Yike Optoelectronics", AMD and Intel.
The cooperation between Yike and these two companies is carried out through the subsidiary "Yike Optoelectronics", and the current CEO of Yike Optoelectronics is Mollenkopf, the former COO from Qualcomm.
Before and after Yu Hong returned to China, she had been busy working on the restricted risks faced by Yike. In the past two days, she participated in the general office meeting and listened to everyone's discussions on many cooperations. It was a bit ridiculous.
"You, Yike Optoelectronics, are hooking up with Intel and building AMD into a 'strategic partner' at the same time. You are not afraid that both customers will scold you in their hearts." Yu Hong pressed the finished document on her desk.
"Sit down, Mr. Yu, please take a seat." Fang Zhuo said seriously, "No problem, AMD is Yike Optoelectronics' strategic partner on the PC side, and Intel is its strategic partner on the mobile side. Everyone can understand."
Yike Optoelectronics has already cooperated with Intel on baseband chips, which is a link set for Qualcomm.
Judging from the current results, Qualcomm, which merged with Avago and changed its CEO, has not yet met the market’s expectations before the acquisition. At that time, everyone thought that the new Qualcomm could easily exceed US$100 billion. As of late January,
, it’s only $90 billion.
"When will Yike Optoelectronics release the same baseband?" Yu Hong asked again.
Fang Zhuo did not answer the question. He looked at Yu Hong with a smile and said, "This matter was arranged by Mollenkopf. Why do you care about Optoelectronics?"
"I originally thought that Yike Optoelectronics was just taking over the low-end and mid-range wireless chips from Infineon WLS, but you first used it as a starting point for cooperation with Intel, and then invested in acquiring AMD's architecture authorization. When you were established, you also added
If Sony's CMOS sensors are developed..." Yu Hong paused and said seriously, "The scale is quite large."
"What? Does Mr. Yu want to try optoelectronics? Did he wander around the company for a few days but couldn't find a suitable position?" Fang Zhuo teased.
Yu Hong took a day off since returning to China, and then began to familiarize herself with the personnel of Yike headquarters. After all, she had been in the United States for a long time. Many middle and high-level officials knew her name and resume, but they still had to register with real people.
Moreover, as a co-founder and the King of the United States, my positioning on this trip is a little more subtle.
She co-founded Yike with Fang Zhuo, and led the team to fight for the market in the United States. Over the years, she was promoted to director and vice chairman... As the saying goes, there is only a wrong name, not a wrong nickname, "American King"
Titles are also a reflection of status.
Now that she has returned to China, although Yike's global market is still there, the specific things she wants to start are really not easy to distinguish. In China, whether Qi He or Liu Qiangdong, the ecology and products are doing well.
Yu Hong glanced at Mr. Fang, and took a moment to make a cup of tea, and then said: "Yike Optoelectronics already has Mollenkopf. You poached him from Qualcomm. Wouldn't it hurt his heart if I go now? I'm R&D
I can't control it, Qi He and Liu Qiangdong are very stable in China, so..."
She prolonged her voice slightly and said with a smile: "I look around and see that Zhang Yaqin's emerging industry business group EBG is quite weak, and the things they are researching are quite interesting. I think I can help."
Fang Zhuozhen didn't expect to hear this answer. He looked at Yu Hong in great surprise and muttered: "Emerging industries and business groups..."
EBG is a business group that Yike has only added in the past two years. Its president is Zhang Yaqin, a former vice president from Microsoft. He also serves as the vice president of cloud computing YWS.
Because of this new move and Zhang Yaqin's experience, EBG has attracted much attention and expectations since its establishment. However, it seems that there has been no output in the past two years. Zhang Yaqin often travels to the United States and Europe, and there are also reports at general office meetings.
Most of them discuss Yikeyun’s overseas development.
In this case, EBG has no sense of existence.
"EBG undertakes research and development, transforms technology, engages in the market, and lays out the future. I think it's pretty good." Yu Hong said.
Fang Zhuo was still pondering, and after a moment he said: "There is uncertainty over EBG, and it will be difficult for you to do anything in a short time after you go there."
"The co-founders can't sit on the bench, right? I read the two emails sent by Zhang Yaqin, both of which advocated that the company start the project as a whole tram. Are you hesitant?" Yu Hong paid attention to the look of the man opposite.
, speculated, "The current domestic subsidy policy in this area is very strong. Apple has already established a project, and Tesla, which Zhang Yaqin visited, is also very active. I will study whether this direction can be feasible. If it is feasible, I will not ignore it."
You have found a new life by yourself."
Seeing the relaxed tone of the co-founder, Fang Zhuo couldn't help but laugh and said: "This direction involves too much, and it will definitely be discussed in the general office. No matter how you study it, I will see everyone's thoughts on this matter."
"I had a conversation with Zhang Yaqin yesterday. I think his enthusiasm for new projects is not out of his personal interests. Whether it is market trends or the manufacturers he visited one by one that are already working on it, he is quite convincing.
." Yu Hong said seriously, "Have you ever considered that Yike will become an automobile manufacturer?"
Fang Zhuo shook his head honestly, without thinking about it at all.
"Well, times are changing. We need to look at the pros and cons of this matter. This is one of the meanings of my coming back." Yu Hong did not persuade, but also looked at it with scrutiny.
Fang Zhuo thought for a while, and just when he was about to continue discussing this topic, he received a call from Chen Fuyang, the new head of Qualcomm, on his mobile phone.
"Mr. Fang, thank you, thank you Yike." Chen Fuyang was very enthusiastic as soon as he called me.
Just now, the final results of China's antitrust investigation against Qualcomm were released. Different from the news released earlier, this time it is relatively light. First, Qualcomm's proportion of the whole machine is not completely abolished, but reduced. Second, the fine is only
2 billion Chinese coins.
After the investigation was completed, Qualcomm's stock price immediately rose sharply.
"Mr. Chen, you are too polite. The antitrust investigation has nothing to do with Yike." Fang Zhuo said.
Chen Fuyang knew the reference opinions provided by Yike. He believed that the lighter treatment this time was a manifestation of Mr. Fang's compliance with his promise. All the bad news was good. Now is the time to hit the market value of US$100 billion.
"Mr. Fang, there is still a lot of room for cooperation between Qualcomm and Yike." Chen Fuyang still repeated his point of view, and then he slowed down and said meaningfully, "Especially at this moment."
What time?
The moment when the relationship between Yi Ke and Washington was not smooth.
In the past, Yike was equipped with Qualcomm's flagship chip. If its Zhurong chip is limited in the future, it can continue to use Qualcomm's Snapdragon.
Fang Zhuo naturally understood the meaning, but instead of getting angry, he responded with a smile.
Chen Fuyang chatted for a while, and finally thanked him again: "Mr. Fang, both Qualcomm and I are very grateful for your help and encouragement. The new Qualcomm will have a better future."
"No need to thank you too much, you deserve all this." Fang Zhuo replied.
Before Chen Fuyang hung up the phone, the landline in his office and the knock on the door rang at the same time.
Immediately afterwards, news appeared that made him frown. The U.S. Supreme Court confirmed that it would hear the Qualcomm patent monopoly case.
Before he could think about it, another piece of news arrived before noon: Intel had released an independent 4G baseband chip that it claimed was world-class.
The stock market was obviously happy too early. After one bad news ended, more bad news appeared.
After rising first and then falling, Qualcomm's market value fell below US$90 billion.
Chen Fuyang's day ended in a well-earned rush. He suddenly thought of his phone call with Mr. Fang today, and felt that those words were like grit in his rice, bringing him unexpected pain.
This chapter has been completed!