However, Fang Zhuo has been lamenting a lot recently due to the ups and downs of companies in the industry during the financial crisis, so he can only lament for Qimonda and Mr. Luo for a short while.
When the mourning is over, it’s time to think about the value brought by Qimonda’s bankruptcy.
Qimonda has factories, people, and patents, and the most important thing here is naturally the patent.
Loss is loss, bankruptcy is bankruptcy. Qimonda still occupies 10% of the global DRAM market this year. It is a well-deserved world-renowned manufacturer that bleeds blood, and it is also the only remaining memory manufacturer in Europe.
Of course, everyone is bleeding this year, but Qimonda is bleeding too fast and losing too much blood.
For the internal reasons, Fang Zhuo believes that most of the factors that caused a well-known manufacturer to go bankrupt must be attributed to individuals - Mr. Luo must not be so harshly criticized!
Moreover, Qimonda will not be the only one to go bankrupt in this market. I heard that the situation of the Japanese manufacturer Elpida is also not good. Its market share is larger than Qimonda. The more it takes, the more blood it will bleed.
more.
However, Elpida has a relatively strong foundation. It is a company that was spun off from giants such as Hitachi, NEC, and Mitsubishi. It also has a strong administrative background.
However, this down cycle hit the financial crisis, which really smashed the DRAM market into pieces. It was a global rout, so it was also struggling.
Under such circumstances, Samsung has quietly increased production capacity in a counter-cyclical manner...
This simply makes other manufacturers tremble with fear, and they are really determined to fight to the death. They just want to take advantage of this golden opportunity to continue to bleed their opponents, and they want to weaken other camps to the maximum extent.
The fall of Qimonda symbolizes Europe's withdrawal from this field. Now the top five DRAM manufacturers in the world are only Korean Samsung and Hynix, American Micron, and Japanese Elpida.
Fang Zhuo was sitting in Silicon Valley, waiting to watch such a battle, but he did not dare to set too high goals for Lin'an No. 2 Factory.
Now it’s time to pack up Qimonda’s patents, gather Qimonda’s remnants, pick out Qimonda’s equipment, first switch from niche storage to DRAM, and then run at a low speed through this period of smoke and fire, and then take a look
Is there any trash to pick up...
After saving for several years, the patents I picked up are enough to protect myself from infringement. Maybe I can try it out.
As for who will be at the helm of Lin'an No. 2 Factory that may be spun off...
Although Fang Zhuo asked Mr. Luo on the phone, he already had a recommended candidate in mind.
Liang Mengsong had previously mentioned his friend Gao Qiquan, who is now the general manager of Huayake, before joining Ice Core, a figure regarded as the "godfather of DRAM" in Baodao.
Huayake itself also has a relationship with Qimonda. It is a foundry jointly established by Qimonda and Nanya Technology in 2003.
Qimonda's decline was very obvious last year. This year, Huayaco had to introduce replacements. In the end, Micron acquired 35.6% of Qimonda's shares for US$400 million.
At this point, Huayaco was also faced with Qimonda's bad debts and had to first get an emergency loan from Micron.
Fang Zhuo briefly chatted with Gao Qiquan twice and had a good initial impression, but he was not sure how the other party felt.
The current Lin'an No. 2 Factory definitely cannot invite Gao Qiquan. It has to have a framework to talk about cooperation and prospects. This task falls on Qimonda again and its 65nm process. Buried Wordline
Technically, it falls on the 46nm 6F2 Buried Wordline (buried wordline) technology announced this year.
But whether Gao Qiquan can be invited, although Fang Zhuo feels that he is skillful in poaching people, he is still not sure. After all, he is already the general manager of Huayake.
All I can say is, do your best first, and then we’ll see what happens.
Fang Zhuo paid close attention to Qimonda's information and asked someone to collect its updates.
Filing for bankruptcy is only the first step, and the subsequent process may take several months. At this stage, no party dares to easily take over Qimonda's deal, and the most likely option is to cut off the assets and sell them.
I'm visiting Europe next month, so I happened to sign up first and comfort Mr. Luo's hurt heart in person.
In the remaining half of November, on the one hand, the MIGA fund is slowly recovering on the golf course, and on the other hand, there is still a steady stream of news about various manufacturers laying off employees or going bankrupt.
Compared with his previous busy schedule, Fang Zhuo has greatly eased his schedule and only maintains a frequency of flying about once every three days to attack key manufacturers and projects.
This continued until the end of the month. When he flew back to Silicon Valley from Chicago, Lawson, the head of the personnel department, informed him of the last good news in November - Nokia laid off 600 people in the marketing and R&D departments.
"Good thing, um... Nokia doesn't create Trojan horses, does it?"
Fang Zhuo's first reaction was that he was a little worried after being happy, but then he thought about it, Nokia was the type that was Trojanized.
What's more, Mars and iPhone are on the market, and the other side insists on resistive screens with disdain, so there should be no problem in accommodating heartbroken employees.
But he also gave additional instructions to Lawson, the head of human resources: "If any R&D engineers from Nokia come over, remember to tell me. I want to hear the true ecological situation inside Nokia."
Lawson noted that she had been very busy recently and did not forget to pay attention to an important issue facing the company today: "Mr. Fang, how is our lawsuit with Nokia?"
Fang Zhuo responded with a smile and quoted Apple's response to Nokia's lawsuit that he had just seen two days ago: "This problem will be properly resolved."
It’s also a patent issue, and Apple is also a defendant, but I haven’t heard of any talk of negotiations. I wonder if it will wait until the legal proceedings are completed.
Judging from the judgment of the Legal Department, it is not easy for Yike and Apple to win. For routine disposal, everyone should sit down and negotiate. However, the price after the legal process will definitely change significantly.
In the evening, Fang Zhuo invited several heads of the R&D center to have a meal together to discuss the changes brought to Yike in the past two months, as well as several adjustments to department functions.
Today's Yike, mobile phone R&D + chip design + cutting-edge functions + cooperation with friends and business partners is the main body here in Silicon Valley.
Because more than 200 new employees have been hired in two months, and there will be further expansion in the future, in addition to renting the building next door, more detailed research directions and investment budgets also need to be come up.
In addition, there is only the last month of the Gregorian calendar year, and the launch of these tasks must also be put on the agenda.
As a company that has grown despite the economic crisis, the atmosphere of this dinner was quite pleasant.
Near the end, secretary Liu Zonghong came over and told the latest news from China. Mr. Dahuang disappeared again. It was said that it was related to manipulating the company's stock price.
Fang Zhuo was startled, and the feeling of sadness came to his heart again. His old friend had withered. This second entry into the palace must not have anything to do with him: "The economic crisis is appalling, there is too much pressure, and the stock price is being manipulated."
Liu Zonghong also sighed. Although he was following Mr. Fang abroad, news of Dangdang's betrayal and Mr. Huang's fall seemed to be happening in front of him. After all, the environment was not good and the people he met were unkind.
I don’t know when I’ll see you next time.
I don’t even know what will happen to Gome. Isn’t it going to go bankrupt? No, no.
I have a severe cold, social drinking, alternating hot and cold, and feeling dizzy. Take some medicine and go to sleep first. See you tomorrow.
