After Bingxin was unable to purchase the Dutch NXE:3100 and subsequent upgraded models in July 2012, it was subject to more severe restrictions on February 28, 2015 Eastern Time.
In addition to the name of Bingxin International, the list carefully selected by Aramco also includes 13 subsidiaries of Bingxin International. The measures this time are mainly to prohibit first instance, second instance, and limit to three.
The first is to conduct export review. If American companies want to export goods or technologies to ice cores, they need to obtain an export license issued by a U.S. businessman.
The second is to strengthen technology export restrictions on ice cores, especially equipment and software related to advanced process technologies of 14/16nm and below. Unauthorized exports are not allowed.
The third is to prohibit American companies from providing specific equipment to Ice Core International. Globally advanced American semiconductor companies such as Applied Materials, Kelei, and Lam may be forced to interrupt cooperation with Ice Core.
The goal of these three measures is to restrict Bingxin International's access to advanced semiconductor technology, slow down the progress of research and development in the field of advanced processes, and weaken the competitiveness and development speed of Bingxin and the semiconductor industry it represents.
Once the measures from BIS were officially released, Ice Core was the first to bear the brunt. In the past two years, especially with the launch of 16nm, the stock price has continued to rise. It fell 18.5% during the session. Although the decline narrowed at the close, it still hit the largest price since listing.
The decline recorded 15.3%.
The market value, which had only increased in the past two years, dropped by nearly 50% in one trading day.
Similarly, Yike, which shines globally because of its manufacturing process advantages, has also been affected by the limitations of ice cores. Compared with ice cores that were directly on the list, its decline was only 6.8%. However, because of Yike’s size, this 6.8
% means that an ice core was lost.
Not only that, Yike has been selected into the Nasdaq 100 Index a few years ago, and it is among the top in the world in terms of market capitalization. Its plunge has brought down Chinese concept stocks listed in the United States, causing the U.S. stock market to also fall and come under pressure.
For a time, the financial market felt like it was in turmoil.
In the past few months, there has been a shadow over Yike when its products exploded. Now that it has become a reality, it will definitely have a strong and far-reaching impact on Yike's subsequent development.
And, new larger shades also appeared with the BIS list.
What will happen to Yi Ke?
Bingxin International is indeed an important supplier of Yike, but after all, it is not just a wafer manufacturing company in the world. Regardless of Taiwanese, Samsung, GlobalFoundries, or UMC, it seems that there is still room for choice.
only……
The founder of Bingxin International is also the founder of Yike. There is one boss of two companies. What will he do?
BIS's move against ice cores seems to be more than just a move against an Eastern company. It may affect a wider scope. What will be the follow-up trend?
Domestic and foreign media have been reporting on the relevant situation like crazy. The employees of Yike and Bingxin also feel that the situation is dangerous and are quite panicked. If it is faced with business competition, Yike is not afraid of anyone along the way. It is the same every time they fight.
Giant rivals, but when geopolitical factors suddenly amplify...
Can this still be fought?
Yike Company did not respond to many media requests for interviews, and senior executives also remained silent. Qi He, Liu Qiangdong, and others were blocked by reporters and just waved and left in a hurry.
Regardless of whether they are business group presidents or regional presidents, they neither want to nor are qualified to answer such questions. Moreover, when Bingxin really faces problems, Yike truly faces the risks, even though he has heard from Mr. Fang many times.
Despite their determination, other thoughts inevitably surfaced deep in their hearts. Does Yike really want to do that?
Does Yike still have room for maneuver?
Only one person can decide such questions and decisions.
The reporters who called remotely and stayed offline also had this understanding. When they asked questions, they also had a similar question - "Where is Mr. Fang? What is Mr. Fang's attitude towards this?"
Such questions could not be answered. Some people speculated that Mr. Fang had flown to Washington to mediate. Some speculated that Mr. Fang had gone to the capital. Others speculated that Mr. Fang should be in Luzhou at this time.
In fact, Fang Zhuo still knew the decision from BIS earlier than the public information.
Therefore, he had communicated with many leaders during the day on the 27th and arrived in Luzhou in the evening.
By the time BIS sent out the message in Washington on the evening of the 28th, it was already the first day of March in China. Fang Zhuo was feeling the evaporation of wealth while receiving various calls.
Among them, the most urgent one is Su Zifeng, the head of AMD.
The company's ZEN architecture has been sold, the cooperation agreement with the three companies has been signed, and the R&D personnel are in place. They are just waiting for the giant to provide advanced empowerment... Before the empowerment can wait, an official document from BIS has arrived...
Su Zifeng only felt her scalp numb.
Alas, Mr. Fang was very straightforward in terms of price, but he did not pay in one lump sum, but in stages...
Don't do it!
If a company like AMD is jointly plotted by global giants and BIS...then the price for you will be too high!
That's definitely not the case...but it's hard to be accidentally affected!
Su Zifeng had already anticipated the risks of Ice Core, but she took a small gamble and believed that as long as Ice Core could last for a year or two, AMD would be able to successfully transform and impact the existing market.
But, it didn’t last long...
Even far less than expected...
However, this can’t be blamed on Bing Xin, Bing Xin definitely wants to hold on more than he does!
Su Zifeng's helplessness and pain almost turned into reality and appeared in front of Fang Zhuo over the phone.
He gave comfort in time: "Mr. Su, it's okay. Life is like this. Sometimes it's always a bit regretful."
Su Zifeng: "..."
I do need to be comforted, but the person opposite me may be more qualified to need comfort.
The thoughts in her mind were a little chaotic. She turned over and over again for a while, and then asked with hope: "Mr. Fang, is there any hope that Bingxin will be removed from the list?"
"Absolutely impossible, what are you thinking." Fang Zhuo couldn't help laughing, "I don't even have such illusions."
Su Zifeng smiled bitterly and said: "Mr. Fang...you, you are decisive."
"This is the reality." Fang Zhuo said a few words and then added, "But with ice cores like this, AMD doesn't need to be too pessimistic. BIS this time mainly restricts the export of ice cores by American companies. What AMD needs now is
It is just a temporary license, our R&D cooperation will not be affected, and the 16nm process of the ice core itself will be affected, but we are doing our best to reduce this impact, and AMD's prospects are hopeful to be maintained."
Su Zifeng sighed: "The temporary license... there is no guarantee."
"No, AMD's temporary license is very guaranteed. Mr. Su, I'm sorry for BIS's measures. However, since AMD chooses Bingxin, Bingxin is willing to do its best and be responsible for AMD with sincerity." Fang Zhuo said seriously.
Said, "The temporary license period will not be too short."
Su Zifeng raised her voice: "Really?"
"Really, if it doesn't last until the end of next year, I will refund your money then." Fang Zhuo said.
Su Zifeng's voice got louder: "Really??"
"You're kidding." Fang Zhuo couldn't help laughing, "Mr. Su, you...you need to calm down more than I do."
Su Zifeng didn't know if she needed to calm down or if the person opposite was too calm.
It actually didn't sound like Bing Xin was putting in his best efforts and sincerity, but that Mr. Fang was putting in his best efforts and sincerity. Especially considering Bing Xin's restrictions and the situation Yike was facing, this couldn't help but awe her even more.
.
Su Zifeng asked or persuaded at the end of the phone call: "Mr. Fang, is there room for Yi Ke to mediate?"
"Then we'll take a look when BIS mentions Yike," Fang Zhuo replied.
The phone call ended and the phone was placed on the table.
The interrupted meeting in the office was resumed, but none of the senior officials present spoke for a while.
After a while, Bingxin CEO Qiu Ciyun said slowly: "The storm is coming."
Fang Zhuo flipped through the documents and corrected: "No, Mr. Qiu is already here."
