A slightly delayed welcome party, the core team in the ice core - let's call it that, rarely gathered together to report to the boss and former boss and look forward to the future.
It would seem weird if a group of people who came out of SMIC reported to the head of SMIC.
However, since they report to the former boss, it is both weird and appropriate.
Zhang Rujing drank and chatted. At the end, he called the names of the former vice president, former CTO, and former technical backbones, and he couldn't hide his complicated feelings and praised them.
grass!
It’s so damn good!
"Lao Zhang is drunk." Fang Zhuo said with a smile, "Xiao Liu, send Lao Zhang to rest. As you get older, you shouldn't drink so much."
"Who said I was drunk?" Zhang Rujing signaled to Liu Zonghong that he didn't need to help himself.
"Your eyes are red, and you still say you're not drunk?" Fang Zhuo handed over a glass of water.
Zhang Rujing murmured: "I'm probably drunk."
Liu Zonghong helped the former head of SMIC to rest.
Fang Zhuo looked at the group of executives who were reminiscing about old times and commenting on current events in the industry, and asked Qiu Ciyun: "Mr. Qiu, how do you feel? I'll be with you, can you listen?"
"It was mainly Mr. Zhang who drank just now, so I have no problem." Qiu Ciyun said.
Fang Zhuo nodded, raised his glass to everyone and took Mr. Qiu up to the eighth floor.
Because I returned to Luzhou, there was a symposium of the Wafer Service Alliance here.
In fact, everything Fang Zhuo saw on this trip has been reviewed by the Service Alliance and compiled into data for submission. Otherwise, there would be no way to push Lin'an No. 2 Factory, which had a domestic production rate of 4% in 2006, to where it is now.
11%.
Objectively speaking, the work has been very effective, and the service alliance's opportunity to use ice cores to open up to mainland equipment manufacturers has stimulated a lot of motivation among everyone.
However, there is still huge room for improvement.
However, Fang Zhuo's journey also has its own significance. Many people in the service alliance cannot meet the leaders of the city or even the province. The communication between the leader and the leader can better set the direction and discuss policies.
"Everyone is talking about how to catalyze other upstream and downstream enterprises." Fang Zhuo told Qiu Ciyun the theme of this session before entering the door.
Qiu Ciyun nodded, knowing that this was his job.
Bingxin currently has two CEOs. Qiu Ciyun is mainly responsible for daily operations, while co-CEO Liang Mengsong is more technical. The two of them complement each other well.
Fang Zhuo was originally worried that there would be conflicts and discomfort between them, but now it seems to be quite good. As for the two directions of 28nm, they are differences in the technical field.
Fang Zhuo and Qiu Ciyun knocked on the door and walked in.
The meeting at the Service Alliance was in a salon style, with everyone drinking tea and smoking, and the room was already filled with smoke.
The two of them nodded at Liu Yangyang who interrupted his speech. After Qiu Ciyun sat down, he also lit a cigarette and handed it to Mr. Fang.
Fang Zhuo waved his hand and poured only a glass of water.
Seeing the two elders sitting down, Liu Yangyang thought for a moment and continued: "We must try to avoid God of Wealth-style investments and do this in a more scientific and systematic way."
Qiu Ciyun flicked the cigarette ashes in surprise. Is Secretary-General Liu criticizing Mr. Fang's investment strategy?
But Mr. Fang has really been the God of Wealth since the financial crisis.
In particular, Yongke Real Estate's 20 billion worth of shares were cashed out this year, making investment more extensive.
Fang Zhuo remained calm. He had his own understanding. This was to become a more scientific God of Wealth.
"In the next few years, we will make a lot of moves in ice core. Not counting the technological upgrades of the Luzhou No. 1 factory and the increase in production capacity of the No. 3 Shencheng factory, we just look at the new production lines and the acquisitions."
Huali Phase I' and Grace Semiconductor, these two factories will have more than one production line, counting four at first."
"Xi'an also plans to add a storage line."
"This does not include the entrusted operation line promised by Yangcheng."
"The addition of five production lines is unprecedented in China. Well, with SMIC there, it is not too unprecedented. Well, it is a huge expansion of scale and will bring great opportunities to domestic equipment manufacturers."
“What do we need to do with these opportunities?”
"To catalyze upstream and downstream companies, we should try our best to catalyze listed companies in different links and let the capital market give them more development funds."
"On the one hand, this can allow us to recoup our investment, and on the other hand, it can also set a model for the ecosystem."
"We need to work together to expand demand, increase production capacity, unify standards, complement each other's technologies, and use the supply standards that have been created in the past few years to build a semiconductor ecosystem."
Liu Yangyang said seriously: "This is something that the Ice Core and Service Alliance has to do and is sure to do."
Can do it, can do it.
Since the financial crisis, the service alliance has matched and invested in 67 companies scattered in different links of the semiconductor materials, design, equipment, packaging, testing and other industry chains.
Now, we need to continue to invest, and we also need to show examples.
Qiu Ciyun was handed a partial work summary of the service alliance, which involved the latest analysis of industrial companies.
He looked at it carefully for a while and handed it to Mr. Fang.
"No need, I've already seen it the first time." Fang Zhuo shook his head.
Liu Yangyang finished his speech, and Jun Jie, another general investment supervisor of the service alliance, stood up and talked about his thoughts.
"The ecological system that Mr. Liu mentioned is increasingly becoming a necessary direction. Whether we need to do this or not, reality will push us in this direction."
"The technical and financial thresholds of the semiconductor industry are very high, and there are so many links. One or two companies alone cannot sustain competitiveness. Now we must build a group army around ice cores."
"Ice core is the leader of the group, and we need other companies to also become the leaders of their tracks."
"We need to let social capital come in, and we need to let these social capital get returns."
"In this process, we ourselves can not only expand our customers, but also provide everyone with comprehensive and integrated solutions, which also improves our competitiveness."
"Whether it is the scale effect of production capacity or the synergy of the industrial chain, this is what our ice core needs."
"In the future, the stability and integrity of the supply chain will also be an extremely critical factor."
Guan Junjie returned to his seat.
After a brief thought, Zhong Binhua, a deputy director of the company he contacted asked: "How to implement this specifically? The year before last, it was easier for some companies to merge, and joint development could also be justified. This year, everyone's situation has gotten better.
, work in this area is a bit difficult.”
Liu Yangyang glanced at Mr. Fang and saw that he had no intention of speaking, and replied: "The director just said it very well. We need to develop a more integrated development around ice cores. If we can't meet our requirements, then we can kick him out."
Is there any company in China that cannot be replaced if the system is out of service? I went to XX last month and it was so special that I might as well hire people to start over again, maybe it would be better than that."
"Ahem, there's no need to show off." Fang Zhuo reminded him. He was talking about integration, so why did he mention someone else's name?
"Anyway, if it doesn't meet our requirements, then there's no need to force it." Liu Yangyang continued, "We still need to keep an eye on systematic investment and integrated development, otherwise there will be no key support, and it's better to disband early.
"
Zhong Binhua nodded, which made it much clearer, and the conceptual words mentioned earlier were put into practice.
Qiu Ciyun mainly reviewed the work of the service alliance. After thinking about it for a moment, he asked: "Are there any targets for the integration work in this area?"
"With 10 listed companies in three years, this is the current thinking, relying on the drive of our production lines and the development of everyone's technology to make adjustments." Liu Yangyang said.
Qiu Ciyun turned to look at Mr. Fang and suddenly suggested: "Actually, I think the service alliance can be separated from the ice core so that it can start its work better in the future."
The people next to him looked at Mr. Qiu in surprise.
Fang Zhuo didn't think about this matter. He thought for a moment and said, "We can discuss it. It doesn't matter where the service alliance is. What's important is that we can get the support of Bingxin."
Qiu Ciyun nodded and said, "This will not change."
He thought about the discussion he just heard and how Mr. Fang was facing a formidable enemy with this series of actions, and sighed: "It depends on when the storm will come."
Fang Zhuo took a sip of tea: "Come or not, the more you do, the more at ease you will feel."
