Can we catch up to within one generation of the manufacturing process gap with Taiwanese in two years?
Whether Fang Zhuo listened to what Liang Mengsong, Hu Zhengming or Qiu Ciyun said, they were all very confident about it.
The source of this confidence lies in the fact that the ice core is still progressing smoothly and Taiwan Records has slowed down.
Taiji now has a mass production capacity of 45/40r process. In particular, it launched the 40 production line on time at the end of last year, three or four months ago, and has already contributed a small amount of revenue.
However, after entering this year, news came out that there was a problem with the 40n product rate of Taiji, and it has been unable to increase as expected.
According to sources, Taiji's 40 process may not be able to control the temperature and electricity rate well, making it difficult to manufacture high-performance GPU chips. This situation is vaguely confirmed by its major customers.
As the top management of Taiji has changed again, its recent news has been intensive. The official announced that it has completed the use of SRAM units based on the 28 process. It is expected that this new process will be launched in the first quarter of 2010, which will bring high
K dielectric and metal gate technology, however, do not directly respond to the 40n problem.
All in all, Taiwanese journalists led by "Xiao Zhang Zhongzuo" CEO Cai Lixing are not only facing the impact of the external financial crisis, but also having internal technical problems. In addition, the numbers on the financial report are really not very good, and this is regarded as true by the outside world.
The deep-seated reasons why Zhang Zhong came out again.
Different from the turmoil in the management of Taiji, the development of Ice Core 45n went very smoothly with everyone working together, and process testing had already been carried out in January.
Two years ago, Bingxin had to work overtime even during the Spring Festival, but this year it is very comfortable in arranging holidays and post-year sprint tasks. The initial goal is to complete risky mass production in the third quarter.
If everything goes well, we will have 45n small-scale mass production capabilities by the end of the year.
Bingxin's progress is in line with the chip demand of mainstream smartphones. In 2009, the chip manufacturing processes used by both Yike and Apple were still 65r. The Samsung OEM used by the latter was not far behind in terms of wafer manufacturing level.
The ice cores are almost as different as each other.
But next year in 2010, the chip manufacturing demand for QIS smart phones is bound to rise to 45n
From the current point of view, this demand still has relatively sufficient time.
As long as Bingxin continues to consolidate Qualcomm as a major customer before next year, coupled with the further increase in global shipments of smartphones, Bingxin, which has a loss of nearly 300 million U.S. dollars this year, will soon complete the positive cycle of self-blood production.
Therefore, even if the gap can be narrowed within two years, Bingxin does not seem to be in a hurry to go public.
Judging from Yu Fangzhuo's thinking, Bingxin can meet its financing needs in a short period of time. There is no need to rush to the market at all. What really needs to be considered is raising funds from the secondary market to double investment in more advanced processes.
For example, the 28n production line requires an investment of at least US$3 billion.
With such an investment, even if the ice core has been able to generate blood, and there are short-selling profits floating around outside, even if it can be built, it will not be as lavish as Taiji.
What's more, 28n is far from the end, and subsequent investments may total tens of billions of dollars.
Under such circumstances, Bingxin will be more confident if it can get help from the financial market.
In addition, Fang Zhuo also believes that the ice core harvesting in the catch-up stage does not need to be so transparent. It is a matter for external assessment. The real data of the company can be kept low-key as soon as possible.
Based on preliminary considerations of various factors, Fang Zhuo enthusiastically entertained Bingxin's old comrades in Luzhou.
Just like they said, after all, it has been five years. We have known each other for such a long time, and time flies by, and the friendship becomes stronger and deeper.
Without them, there would be no current ice core. The ice core should make them feel the warmth of home.
The three joint requests received a formal response from Mr. Fang. Xu Kaiwei, Connor, and Zhang Hongli were generally quite satisfied. Therefore, they consciously picked up the shareholder consciousness at the reception banquet and once again talked about the Taiwan reporter with great concern.
Zhang Zhong’s heart-breaking.
Fang Zhuo was different from his solemn appearance during internal meetings.
Still acting relaxed enough in front of them.
"Isn't Zhang Zhong just trying to stir up off-field factors?"
"Don't worry."
"I do have some friends in the United States. Xiao Ao and I are golf buddies, Summers and I are close friends, and the others are also good friends." Fang Zhuo mentioned two names casually, without saying anything about Gate.
Accept them.
O'Brien's basketball friendship is obvious, and it's not difficult for Summers' New York Times Institute to find out who's sponsoring it, but some people in key positions don't need to make it known, so as not to create complications.
Zhang Hongli was very concerned: "Mr. Fang, are these useful? After all, sensitive factors may be involved."
Fang Zhuo smiled slightly: "It should be okay.
Zhang Hongli thought about Mr. Fang's calm and calm style, and felt quite at ease.
Just after asking this question, Xu Kaiwei and Connor stopped talking about this matter. They were convinced by everyone and their colleagues.
"Cai Li went on to work, but I didn't expect that Zhang Zhongzuo would still be working at the age of nearly eighty. This is really surprising to everyone at home and abroad." Xu Kaiwei sighed.
He added: "If it weren't for the ice core, I would really like to see the fighting between South and North."
Fang Zhuo raised his eyebrows: "South and north?"
Xu Kaiwei said: "That was what Mr. Zhang of SMIC said.
Fang Zhuo laughed: "He went to Qingdao to work hard. It seems he is not busy enough."
Xu Kaiwei nodded, but what he just said was from his heart.
When Zhang Zhong came back, he showed his sophistication, and Mr. Fang in front of him was never a good person.
One is in the prime of life, the other is getting older and stronger.
One is south and the other is north. The former has been involved in the industry for decades, while the latter is linking up the industrial chain.
If it weren't for the fact that I had cast an ice core, I would have wanted to move to a small bench and sit next to it to watch this battle between dragons and tigers.
"Mr. Xu, Connor, Mr. Zang, let's drink and drink. I have confidence in Bingxin." Fang Zhuo doesn't talk about those things anymore. He still has to implement the specific competition.
Zhang Hongli raised his glass and said, "I always have confidence in the other party."
Xu Kaiwei and Connor felt that there was nothing wrong with dragging Mr. Zang over this time, and Mr. Zang was the most suitable substitute.
If nothing else, the other party is always confident.
The next day, the three institutional shareholders left Luzhou and returned home individually.
There is no problem with the targeted financing of Bingxin. The final financing amount still needs to be negotiated by foreign consortiums. That is the process before the formal investment in the fourth factory in Germany.
In the morning, Fang Zhuo listened to Liang Mengsong's report on the progress of the 45 rounds, and was basically determined to fly to the United States.
The short sellers on the other side of the ocean were ready to make a move, and Zhang Zhong made a move from the sidelines. This still required his own personal intervention. At noon, Fang Zhuo and several senior executives had lunch in the Bingxin Canteen.
When lunch was over, CTO Professor Hu Zhengming quietly grabbed Fang Zhuo.
"Professor Hu, what's wrong? Is there a problem in the canteen that needs to be reported?" Fang Zhuo made a little joke.
Hu Zhengming motioned to Mr. Fang to go aside, and then replied: "Mr. Fang, there is something I think I need to communicate with you." Fang Zhuo waited for the next step.
Hu Zhengming said slowly: "I have a student, I wonder if he can come to Ice Core?"
Fang Zhuo was a little surprised: "This is a good thing.
He believes that students worthy of Professor Hu's praise will naturally have outstanding abilities.
Hu Zhengming added: "He is now working at SMIC.
Fang Zhuo: "Well..."
Regarding the talent flow from SMIC to Bingxin, he once made a gentleman's agreement not to recruit SMIC people again because Mr. Zhang Rujing promised technical assistance.
Although Mr. Zhang has left SMIC now, this agreement has always stood.
He thought for a while and asked: "Professor Hu, you can just say the name. What is the special situation?"
Hu Zhengming said his name: "It's Ji Minghua."
Fang Zhuo: "..."
No wonder Professor Hu has to communicate specifically. This person is his CTO and chief technology officer.
He knows Ji Ming from SMIC
Hua, but I really didn’t know that I had a teacher-student relationship with Professor Hu.
Fang Zhuo's thoughts were spinning and he couldn't help but laugh: "Professor Hu, how many students do you have? Let's tell them together.
Hu Zhengming shook his head: "Not many people can be taken seriously by Mr. Fang."
Fang Zhuo asked: "So, Mr. Ji is very capable?"
"As for Ji Minghua, he is very accomplished in storage, SOC, and circuit design, and he has a very gentle personality." Hu Zhengming said of his student, "I think he has not been able to fully demonstrate his abilities at SMIC."
"SMIC cut off its storage business, does this have anything to do with it?" Fang Zhuo knew about SMIC's situation, and in order to stop the bleeding, he completely left the storage field.
Facts have proved that if it had not withdrawn immediately, SMIC would have shed more blood.
Hu Zhengming nodded first, then shook his head: "It has something to do with it, but the most important thing is that Ji Minghua is not happy working at SMIC."
Fang Zhuo guessed the reason for this "unhappiness": "Are the internal opinions of SMIC relatively mixed now?"
Hu Zhengming hesitated for a moment. He was actually not the kind of person who liked to evaluate the situation of other companies.
So, let’s put it another way.
"Our ice core has made great progress in the past few years. One of the most important things is that everyone is united. Regardless of Mr. Qiu or Liang Mengsong, everyone tries not to distinguish between the treasure island and the mainland, and only lets the facts speak for themselves."
"This is what I love about ice cores."
Fang Zhuo knew that SMIC's factions were indeed chaotic. He was a little helpless: "Professor Hu, I'm not extrapolating. I have talked about this issue with Mr. Zhang. I am still a small shareholder there. In this way, Mr. Ji is now
If you have any specific questions, I'll see if I can help coordinate. You know, Dr. Jiang and I are also very familiar with each other."
Hu Zhengming thought for a while and felt that this seemed to work, and said: "I heard from Ji Minghua that Wang Ningguo, CEO of SMIC, communicated with him, hoping to give up the position of CTO, and they wanted to poach Yang Shining, CTO of Chartered Semiconductor.
"
Fang Zhuo hesitated and said: "Yang Shining, I seem to have an impression of this name.
Chartered Semiconductor is a Singapore company.
"Mr. Zhang hired Shining Yang from SMIC in 2001 to do technology development, but he went to the franchise in 2004. Now the franchise seems to be in some situations and is not stable. Dr. Jiang is probably there too.
Try to get Yang Shining and his team back to SMIC." Hu Zhengming explained the whole story.
Yang Shining is an old man from SMIC.
The problem is that no matter how gentle Ji Minghua is, it's hard not to feel resentful about being pushed down from his position by others. Just "unhappy" is already a euphemism.
Fang Zhuo thought about this situation and felt that it was really difficult to mediate a solution.
In fact, each of these names is not just an individual, but also involves a team.
If Yang Shining returns to SMIC, he may bring with him the advanced experience of Chartered Semiconductor, but Ji Minghua has the endorsement of Professor Hu, so his talent may not be fully utilized.
Fang Zhuo thought about it and found that he was not very good at speaking.
Hu Zhengming looked at Mr. Fang and asked expectantly: "Mr. Fang, how are you doing? Can you help coordinate?"
"There is a good way." Fang Zhuo had an idea, "Since it is Yang Shining who wants to occupy Mr. Ji's position, then we can just dig Yang Shining out of the ice core. That will be enough. It will make Mr. Zhang and I both good.
Even if we make an appointment, we will not make Mr. Ji unhappy.
Hu Zhengming was stunned.
Mr. Fang really solved it from the source, ah no, dug out the problem.
He was stunned for a while and praised: "Mr. Fang, you still have the brains, but will Dr. Jiang really not hack you to death?" "If I can solve the professor's problem, what do I have to fear?" Fang Zhuo
said.
Hu Zhengming nodded: "Yes, Ji Minghua is no problem. Yang Shining was the CO at Franchise, and now he has come to Bingxin to replace me as CTO.
A new problem has arisen!
"After all, nothing is perfect in this world." Fang Zhuo regretted, "Forget it, professor, you communicate with Mr. Ji first. If he really volunteers to come to the ice core,
With all my face, I don’t want to go and apologize to Dr. Jiang!”
Hu Zhengming didn't even need to pick up the phone and said immediately: "Mr. Ji is willing, Mr. Fang, you can go to Fangjing."
Fang Zhuo: "..."
In fact, it is a good thing to put aside the gentleman's covenant, and this is a special situation outside the gentleman's covenant.
He finally confirmed: "Mr. Ji Minghua is coming to Bingxin?
Hu Zhengming nodded: "Yes."
In addition to the reasons mentioned just now, there is actually another reason. There are rumors in the industry that Bingxin will increase its budget for research and development this year. SMIC is full of factions. Ji Minghua was unhappy and simply thought of coming to Bingxin to help spend the budget.
"Okay, Lin'an No. 2 Factory is actually short of people. DRAM may be installed there within the year." Fang Zhuo said seriously, "If Mr. Ji is willing, Lin'an Factory is a place where he can show his talents, and he may even work with some Qimonda engineers.
Team."
Hu Zhengming nodded slightly: "Qimonda has good things."
If there is some foundation from Qimonda, Ji Minghua may have a lot of room to display his abilities.
Seeing this, Fang Zhuo said simply: "I will report to Dr. Jiang and apply for staff transfer.
Hu Zhengming walked away voluntarily.
Fang Zhuo organized his words a little and objectively discussed the situation with Jiang Shangzhou about SMIC's CTO wanting to come to Bingxin.
There was no sound from Jiang Shangzhou on the phone for a long time.
"Dr. Jiang? Dr. Jiang?" Fang Zhuo asked tentatively.
"When Ice Core was first established, they dug people from Central Core. When Ice Core ran side by side, they dug people from Central Core. Now that Ice Core has come to the front, they still dig people from Central Core. Jiang Shangzhou asked quietly, "Mr. Fang, what on earth is this?
What's going on? If you want SMIC's CTO, why don't you also want SMIC's chairman?"
"If possible, Bingxin can directly acquire SMIC." Fang Zhuo issued an acquisition invitation.
Jiang Shangzhou paused for a moment before saying angrily: "If you don't sell it, you will have to dismantle it if SMIC sells it to you. This is all your hard work.
Fang Zhuo did not increase the money, but just said: "The special flow of special talents, Dr. Jiang, and Mr. Ji's heart are no longer there, so there is no need to force it. Anyway, it is the same in the mainland."
Jiang Shangzhou did not agree: "I'm going to talk to Ji Minghua. Don't call him. I'll talk to him in person."
Fang Zhuo is incompetent, and he can feel President Ji's determination from Professor Hu.
Bingxin has always been open to talents seeking refuge, and will always show the most sincere love to those who are willing to do so, whether they are from SMIC or Taiwanese journalists.