On the first day of December, Fang Zhuo was in Luzhou, IDG reduced its holdings of Yike shares, Tesco steadily digested the results of Double Eleven, and Taobao announced with high spirits that it had achieved its full-year target ahead of schedule.
As usual, Shenxin Science & Technology holds a meeting to sort out its work in the new month.
General Manager Wang Fengyi energetically evaluated the performance of each department last month and confirmed that the full-year work report will begin in the middle of this month.
However, just as the meeting was about to end, a deputy general manager made the meeting room become strangely quiet with just one word.
"IDG is reducing its holdings in Yike's stock. This seems to be a bit subtle."
IDG Weibo doesn’t know. Everyone knows that Mr. Wang and Mr. Fang have a very good relationship. It’s only subtle to say something like this at this time.
Wang Fengyi didn't drink last night, so he smiled slightly and said: "I have been thinking about this matter for the past two days, but I don't have a clue yet. Since Mr. Xu mentioned it, let's discuss our attitude towards Yike."
How to deal with Yike's stock, of course, depends on the organizational process for decision-making. Is Shenxin Kechuang just one word?
Do I, Wang Fengyi, have to make a decision just by virtue of my investment in Penguin, Yike, Yigou, Bingxin and other achievements?
Of course not, there is an organized way of doing things.
If something goes wrong, it won't be all the fault of one person.
However, even if Wang Fengyi spoke, there was still no one else in the conference room to discuss the relationship between Mr. Wang and Mr. Fang. Who knows if this is a sudden fight between Mr. Wang and Mr. Xu?
Seeing this, Wang Fengyi took a sip of lemonade and continued: "The main factor in reducing IDG's holdings is said to be that Apple is about to release a mobile phone that it has recently promoted. Apple's promotion is very vigorous. What kind of system is it?
What a surprise, but the Android system that Yike is planning to develop is quiet, so it is good news that it attracted domestic operators when Lehman was short-selling. Do you think this Android system can be successful?"
The general manager's voice was filled with hesitation and distress.
Since Apple had a name controversy, it has gradually begun to proactively release news to the outside world, but the timing of the new phone launch is still surprising, as it is faster than expected.
Seeing that the general manager seemed to really want to discuss this matter on the stage, several people were thinking about how to speak.
"It is generally not difficult for domestic operators to establish their own platforms. This does not actually prove the cooperation of Android systems. However, the smartphone system announced by Apple seems to be really implemented."
"I'm not sure how effective this so-called smartphone system will be until the press conference, but Apple has its own computer system after all. On the other hand, Android seems to be a motley crew, with Yike's scientific research capabilities, Google's investment, and the interest of cooperative manufacturers.
, this all requires a question mark.”
A director shared his views.
Wang Fengyi nodded slightly. The development of smart phone systems is not easy. It is inevitable to have doubts about Yike. This is a bad thing.
Seeing that the discussion atmosphere was more suitable, another director also spoke: "Speaking of which, I have always had a question. Mr. Fang seems to regard Yike's important rival in the mobile phone field as Apple. What about Nokia? What about Samsung? Is this true?
A misplaced judgment?”
"If Apple really wants to enter the mobile phone market, although Apple is more threatening because of its music copyrighted iPhones, it still has to sell its products. According to the current situation, there is no need to be so pessimistic about Yike's stock price. The other party will always have something to offer.
confidence."
Someone retorted: "If the other party always has confidence and believes that he can make a good mobile phone, then why not trust his judgment on his competitor Apple? If you believe in his judgment, then Apple's mobile phone is right in front of you, his 'good mobile phone'
There is still no strong progress.”
He continued: "If you don't believe that Mr. Fang can make good mobile phones, then the stocks held by our Shenxin Technology...the future uncertainty is increasing, and even IDG has taken action."
Wang Fengyi asked a question thoughtfully: "Is Yike's stock at a relatively high level?"
There is not much disagreement in the answer to this question. Most executives feel that Yike stock is at a relatively high level.
The stock price is relatively high, and the uncertainty about the future is increasing rapidly. If Yike can perform well in the future and even specifically link the domestic mobile phone market, it will reduce its holdings now and increase its holdings in the future.
Wang Fengyi was moved and said with a smile: "The big deal is that we sell the stocks and invest in Tesco again. I believe Mr. Fang can understand. Mr. Fang is not saying that we want to be the Amazon of the East. In the future, Tesco may not be the second of Yike."
At this time, Deputy General Manager Xu, who initially brought up the topic, expressed his views: "I think some things should be looked at in two. I believe Mr. Fang can make good mobile phones, but I don't believe Mr. Fang is working at Apple."
According to the opinions on mobile phones, mainstream products such as Nokia and Samsung have not shown any impact on the Yike Music Player."
Many people in the conference room said "Hey" in their hearts. Didn't you take the lead in saying this?
Deputy General Manager Xu continued: "But some things must be viewed together. In the current context of Lehman shorting Yike, reducing holdings is an attitude. Is Yike just Yike's business?
"
"Whether Bingxin or Tesco, one has taken the leading position in the domestic B2C track, and the other is highly valued by the superiors. Mr. Fang's influence in all aspects cannot be ignored. Moreover, we also understand Mr. Fang's temper to a certain extent."
"Our Shenxin Technology Innovation is not an organization like IDG. Should we consider issues from a more comprehensive perspective when doing things?"
"What do you think?"
The deputy general manager first split into two and then merged into one. This tune was established after full discussion.
Most importantly, his manner is more subtle than his words.
Wang Fengyi nodded slowly, looking quite convinced. What kind of organization is IDG? What kind of organization is Shenxin Science and Technology?
When we do things, we must consider the impact, the image of Shanghai, and the health of the industry.
Should I take action if Xiong Xiaoge takes action?
I, Wang Fengyi, am not taller than that Xiong Xiaoge?
Can I, Wang Fengyi, sell my Penguin shares?
There was still a full discussion in the conference room, but everyone naturally showed off the advantages that outweighed the disadvantages.
In the end, Wang Fengyi went through organizational procedures, repeated studies, full discussions, respected everyone's opinions, and made the final decision: "Okay, then we Shenxin Science and Technology will be partners and supporters of the enterprise, and we must establish a beneficial and long-term relationship. This is not just
Referring to Yike, this is also our attitude towards the enterprise."
There was warm applause in the conference room, and the general manager's instructions were convincing.
Wang Fengyi nodded with satisfaction.
If Xiong Xiaoge throws it, I will throw it; if Xiong Xiaoge dares not to throw it, I dare to throw it; if Xiong Xiaoge retreats bravely from the rapids, I will rise to the challenge!
The president of IDG felt ashamed when he saw me. The richest man in the mainland called me brother when he saw me.
Who is the number one investor in the country?
Wang Fengyi patted the table, leaned back, pushed the office chair away from the conference table, and said in a deep voice: "Okay, the meeting is over!"
…
Returning to Luzhou from the capital, Fang Zhuo did not make any fanfare.
The purpose of this trip is not suitable for high profile.
But on the first night after arriving in Luzhou, he had a casual meal with his familiar secretary-general Luo Minghua.
The two of them didn't drink. They exchanged information in a pragmatic manner and talked about the development of the company.
As the administrative contact person of Ice Core in Luzhou, Luo Minghua has always been very concerned about and familiar with the news of this precious company. When he met Mr. Fang this time, he actually wanted to know something about the situation, why there is no news in the research and development of Ice Core 90nm.
?
However, given Mr. Fang's sometimes unpredictable temperament, he was very careful with his words.
"Well..." Fang Zhuo pondered.
Luo Minghua expressed his position: "Mr. Fang, you know us. I heard before that ice core has completed the risky mass production of 90nm. Although there has been no news for a while, we don't understand the technology and are afraid of causing trouble, so we didn't ask more questions."
"It just so happens that you are going back to Luzhou this time, so I was wondering if there were any difficulties, whether it was Bing Xin or Mr. Fang who had something difficult to say to you. In that case, let us do it."
"The connections at HKUST and the administrative connections can be more or less useful."
Luo Minghua is deeply affectionate.
On the one hand, it is indeed what he said. On the other hand, there is no news about Ice Core's 90nm. Instead, Lin'an No. 2 Factory and Shencheng No. 3 Factory have established projects one after another. Although the technical routes and product fields are different, there are also small ones here in Luzhou.
Confuse……
Could it be that Mr. Fang’s semiconductor strategy has changed its focus?
However, adhering to the attitude of "I will treat you as a national scholar", this kind of doubt has never been expressed. After all, Luzhou doesn't have much to gain.
"Actually, there is really no difficulty. The production capacity orders for ice cores have been gradually increasing since the beginning of the year. This is due to the improvement of our yield rate and the further expansion of the LCD TV market. Professor Hu Zhengming and Hu deserve the most credit." Fang Zhuo.
Still did not specifically talk about the generation-hopping research and development of ice cores, saying vaguely, "We are actually making more attempts in the process technology of ice cores."
He picked a point that is easy to understand: "We are negotiating with Qualcomm. Once there is progress, the ice core will continue to make a lot of progress."
Luo Minghua immediately chose to believe it and said with a smile: "That would be great!"
He never mentioned the process research and development cycle. Luzhou's semiconductor strategy is centered on the development of ice cores. He is indeed very concerned about the situation of ice cores, but it is impossible for Mr. Fang not to worry about it. He only needs to have a general understanding.
Enterprises like Bingxin are sometimes quite sensitive. In the middle of the year, foreign audit teams came to Luzhou to confirm the status of purchased equipment.
Luo Minghua should be thicker rather than thiner, and Chun Chun hopes that the ice core will get better and better.
On the second day after returning to Luzhou, Fang Zhuo inspected the ice core. He did not pretend to be the chairman, but just understood the current situation with Qiu Ciyun and other three people.
Ever since Liang Mengsong abandoned the dark side and turned to the bright side, Bingxin has successively accepted engineers from Taiji. From the end of August to November, nearly twenty people successfully joined the company. Liang Mengsong himself officially left Taiji and lived in San Francisco.
Like his mentor Hu Zhengming, he joined the University of California, Berkeley, and registered an IC design company, temporarily raising a group of nearly 30 engineers in the United States.
In the eyes of Taiwan reporters, these engineers are more like losers in the factional struggle after the new president took office. It is a pity, but if they leave, there is no fear that no one will fill their positions.
According to Liang Mengsong's plan, people from his IC design company can fly to Shanghai in a while and serve as the technical backbone of Shanghai Factory No. 2, because cooperating with Sony's sensor production line is very suitable for the work experience of Taiji people.
Along with the integration of Liang engineers, Bingxin is also selecting core engineers to be trained by Liang Mengsong, who has legitimate reasons to return to China early next year.
In addition, Qiu Ciyun, Hu Zhengming and others communicated with Liang Mengsong almost day and night on the 65nm process.
For a talent who has almost occupied the highest technical position among Taiwan reporters, the guidance and experience or secrets he can bring are still beyond Fang Zhuo's expectations.
The prospects that Fang Zhuo heard from Qiu Ciyun were extremely promising, and Bingxin had already made great progress in generation-hopping research and development.
"If it goes well, we will be able to conduct risk trial production of 65nm in the second quarter of next year. No later than the end of next year, I believe that with everyone's efforts and Dr. Liang's experience, we can complete competitive mass production."
Qiu Ciyun's statement is very confident. Competitive mass production is not just about qualification, but also about the high yield rate.
I had seen Mr. Fang trying every possible means to poach people before, but now I have actually communicated with Liang Mengsong and realized how good it is. Although Dr. Liang is famous as a Taiwan reporter, his reputation as a Taiwan reporter seems to have obscured some of the dazzling talent of him.
Fang Zhuo made a simple calculation: "Taiwan has started large-scale delivery of 65nm products this year, and will definitely complete the trial production of 40nm next year. I heard Dr. Liang say that 28nm will be a threshold and a good opportunity for us to further narrow the gap.
.”
"Next year we can complete 65nm and then talk about other things. Taiwan and Intel are at least a generation and a half ahead of us if we move forward smoothly. This is just the process technology. Taiwan is doing advanced packaging this year, which seems to be the future.
direction." Qiu Ciyun shook his head slightly, "The all-round gap is before our eyes. 28nm is expected to narrow the gap some more. I don't know if 16nm can be a benefit to us again."
28nm is because this node is relatively difficult and can easily slow down leaders. Fi is because of the academic research of Hu Zhengming and Liang Mengsong.
Fang Zhuo listened to Mr. Qiu's analysis and nodded silently. It was already very good. Next year is a critical year. The actual progress of 65nm will determine the chain reaction of many things. The cost of the chip alone has the most obvious relationship.
He spent another half day listening to the layout of the second and third factories. The machines from Lin'an had already arrived at the factory, and they were actively recruiting people. The cooperation with Qimonda was a first glimpse.
However, there is no need to worry about this. The prices of storage products have been falling recently. The more you do, the more you will lose.
According to the all-round impact of the financial crisis, I am afraid that this field will not be better or even worse in the next one or two years. This is the advantage of latecomers like Bingxin.
"Mr. Qiu, at tomorrow's manufacturers' meeting, you don't have to accompany me specifically. You can just be busy with business. I'll just hang around and check on everyone in general."
Fang Zhuo's return this time happened to coincide with the domestic manufacturers meeting of the Ice Core Wafer Manufacturing Service Alliance, so he wanted to put aside the paper report and take a look at the real situation.
Since 2005, Bingxin has taken the lead in establishing a wafer manufacturing service alliance, aiming to help domestic suppliers with their technological progress and use demand to drive development.
The second semiconductor equipment evaluation meeting has been held this year, but this is a temporary increase in December. The reason is that the storage of Lin'an No. 2 Factory and the sensors of Shencheng No. 3 Factory do not pursue the most advanced processes, but instead increase supply to domestic equipment manufacturers.
Proportional chances.
Therefore, a large number of domestic manufacturers came to participate in this conference, and their attitude was also very enthusiastic.
This chapter has been completed!