Time has entered April, and materials are gradually entering warehouses in southern Henan, southern Hunan, northern Hubei, and northern Shaanxi.
Lu Fei had many things to do and did not focus on Meituan 619. This burden was directly handed over to Wang Xing and Wang Huiwen.
The acquisition of MoneyGram was handed over to Gao Tuan, who had just returned to China to take up his new post. With his great success in developing global cross-border payments, his position as COO and President of Caifubao was naturally secure.
Look, I have gone to great lengths to arrange the arrangements for my uncle!
I had a small meeting with the Big Three, Liu Edong and Xu Lei.
After talking about the Spring Thunder Project, it was time to move the headquarters.
The few floors of the Hailong Building are completely insufficient. For example, Meituan has to move to the HNA Building with 30 or 40 floors.
Or, move to HNA Tower to join Meituan.
Or, simply build Feigou.com’s own building.
But right now, everything needs money, and we are facing the subprime mortgage crisis. We can only endure it for the time being and grab the land before land prices skyrocket.
"Then it's settled!"
Xu Lei drew a few five-pointed stars on the map, "Leave it to me to do the work within the central area of Zhongguancun."
"If you have any questions about real estate, you can go to Sun Hongbin." Lu Fei planned to let Sunac get involved in the project.
Not long after the two left the office, Sun Hongjun called. Naturally, it was for Micron——
Mark Daken was left alone for more than half a month.
"I can actually bear it."
Lu Fei was very surprised, "What did they say?"
"We would rather compromise on price. As long as we can restore orders to the original level, Micron is willing to reduce the current market price by 2%. It is impossible to withdraw the lawsuit anyway."
There was a hint of pride in Sun Hongjun's tone.
"After all, this is the only bargaining chip that can negotiate with us, and Micron has no other tricks." Lu Fei sat back on the sofa.
"Mr. Lu, shall we meet or not?"
"No hurry, is there any news from Gao Qiquan?"
"Yes, he said that Nansu Group has received instructions from Mr. Zhang and is willing to assist us in acquiring Huayake's shares!"
Sun Hongjun smiled from ear to ear.
"good!"
Lu Fei was extremely excited.
Huayake is a 12-inch wafer DRAM factory jointly established by Nanya and Qimonda, a subsidiary of Formosa Plastics Group. Each party holds 35.6%, with a capital of 33.375 billion RMB.
The current monthly output is about 120,000 wafers, with a production capacity that is twice that of Yangtze River Storage. It is an important wafer factory for Nanya and Qimonda. However, because the partnership ended in March this year, the ownership of Huayaco was
The problem is put on the table.
It was precisely at this time that we hit the memory winter and the subprime mortgage crisis.
The price of memory chips has plummeted. Last year it fell below the cash cost, and now it has fallen below the material cost. There is a strange thing that bread is cheaper than flour. It is simply outrageous!
At present, except for Yangtze Memory, every one of the leading echelons is losing money. The storage industry's gameplay is "investment - overcapacity - oversupply - shuffle out - insufficient supply - investment." Now it is the time of life and death to shuffle out.
Whoever has money can live!
Although Qimonda had logic and was struggling to support Shenzhou's orders, its production, manpower and R&D directly squeezed out its cash reserves. It had no choice but to survive by cutting off its arms and tearfully selling off Huayake's equity.
Sell money to get blood.
"President Gao said that because we cannot directly acquire Huayake's shares in the Wanwan stock market, if we want to acquire them, we must let Qimonda directly transfer the equity, so we have to get ahead of Micron and convince Qimonda, as well as Ying.
Fei Ling agrees."
Sun Hongjun was happy with a hint of eagerness.
"Has Micron noticed that we are competing with it for Huayake?" Lu Fei poked a piece of tiramisu with a skewer.
"Hehe, no."
Sun Hongjun smiled. "Mr. Lu, your choice to sue Micron has worked. Not only has the CEO been firmly detained in the country, but it has also distracted Micron's energy and attention. Up to now, they are all working with Nansu
The group is wrangling.”
"Don't take it lightly. Before eating Huayake, anything may happen." Lu Fei couldn't help but raise the corner of his mouth.
Suing Micron is not just about getting Micron to drop the lawsuit.
The key is to disrupt the layout of Micron's acquisition.
Even if both parties play their cards right and fight for Huayake, the order and the withdrawal of the lawsuit will become a bargaining chip for them to withdraw from the acquisition.
"No matter what, the advantage is mine now!"
Sun Hongjun was overjoyed, "Not to mention that Nan Plastic Group and Nanya will help us convince Qimonda, just because of our cooperative relationship with Qimonda and Infineon, Huaya should be us! How can Micron tell us?
Fight, why should you fight with us!"
"Did you get any quotes from Qimonda?"
When Lu Fei asked, he learned that the purchase price was US$400 million.
"It's about a 5% premium, but I did a rough calculation." Sun Hongjun explained.
Even if Yangtze Memory acquires Qimonda’s 35.6% stake in Huayaco at a premium, which appears to be a loss, a single 12-inch DRAM wafer fab with a production capacity of 60,000 pieces will require an investment of at least US$3 billion, not to mention that there are
Two seats.
If it hadn't been for the storage market's cold winter, which was comparable to the Little Ice Age, or if Qimonda's cash flow hadn't dried up, it would have been impossible to be so cheap. It was simply taking advantage of the situation.
"It's really a good deal! We want to eat the Huayinae even more!"
The corners of Lu Fei's mouth raised.
"I think there is no problem at all. What Qimonda is short of now is money. The 46nm stacked technology they have proposed is too expensive. Although it has been successfully developed in the laboratory, trial production, production and then mass production have to be realized.
It will take two or three years to make a profit, and I'm afraid that by that time, grass will grow on Qimonda's grave."
Sun Hongjun laughed loudly on the phone.
"The acquisition of Huayake is a timely help to Qimonda. If we acquire Qimonda again at that time, we may get twice the result with half the effort."
Lu Fei rubbed his hands and couldn't help but think about it.
Once Yangtze Memory acquires Qimonda, it will be equivalent to possessing the world's most advanced 46nm stacked technology. Coupled with the scale of wafer production capacity and 3D flash memory technology, in the entire storage industry, it is no exaggeration to say that Yangtze Memory will at least
To be ranked third in the world, it can definitely compete head-to-head with Samsung and Micron.
"That's right, Mr. Lu!"
Sun Hongjun said: "As for Micron, shall we meet or not?"
"See you! Why not see you?"
Lu Fei touched his chin, "We have almost completed half of our goals, and Micron is the other half."
…………
When he received the news that he agreed to meet, Mark Dekan was so happy that he almost burst into tears.
These days, I am not just waiting around and doing nothing.
While planning the negotiation plan and waiting for Mr. Lu's summons, he organized a team of lawyers and prepared for the worst.
But from what the lawyer said, I was still shocked.
Meguiar, Meguiar, why are you messing with Mr. Lu?
Logic is one of the four most powerful legal departments in the world.
It is as famous as Disney in the Western Hemisphere, Nintendo in the Eastern Hemisphere, and Penguin in the Northern Hemisphere. Almost no company can beat it in China, not even Apple, not even Samsung...
Especially in Nanshan, the winning rate is 100%!
Mark Dekan has begun to regret deep down in his heart.
The price paid by both parties is not equal at all.
Once the "injunction in litigation" is ruled, Micron will not only lose the production, sales and import of some products in China, but also completely become enemies with Mr. Lu. Perhaps half of the remaining orders will also be cut off, and all losses will be lost.
Small money.
In the harsh environment of the economic crisis and the memory winter, YMTC is tantamount to stabbing Micron in the face and viciously threatening:
"I'm just asking you if you're afraid!"
However, Micron foolishly grabbed the knife and stabbed himself in the leg, shouting: "If you don't stop, I will die for you!"
This regret, accompanied by insomnia, became more and more intense.
Looking forward to the stars, looking forward to the moon, and finally looking forward to sitting in the conference room, facing each other, and seeing Mr. Lu in person
"Lu, you are finally willing to see us."
Mark Deken looked like a resentful woman who had been left out. She opened her mouth full of resentment, "It's really not easy to meet you!"
"I felt your sincerity in reforming, so I came naturally." Lu Fei shook hands with him, "There is a saying in China that 'you can correct your mistakes if you know them, but you can never do good'. In fact, I don't want to make our relationship so tense.
, mainly because you guys went too far."
"We didn't do anything wrong. It's completely reasonable and legal to sue for infringement." Mark Dekan said with innocence written all over his face.
"Translate, translate, what is reasonable and legal?"
Lu Fei had a serious face, his smile fleeting.
"ah?"
Mark Dekan immediately looked at the lawyer on the side.
"I want you to translate to me, what does it mean to be reasonable and legal?" Lu Fei leaned forward and stared at him eagerly.
Mark Deken suppressed his anger and said calmly:
"Toshiba illegally infringed on our patents, and then Yangtze River Storage may have accidentally used these infringing products and patents without knowing it. I think..."
"But the fact is that it has nothing to do with Yangtze River Storage. It is entirely a patent dispute between you and Toshiba."
Lu Fei squinted his eyes. Is it reasonable to look for trouble?
Mark Deken frowned, "How come it doesn't matter? You don't use Toshiba's infringed patents and products..."
"I don't like your answer very much."
Lu Fei took a sip of water.
"Telling the truth is often unflattering."
Mark Deken met his eyes and faced each other tit for tat.
Although Micron has the upper hand, it does not mean that it can be manipulated at will. The anger that has been held in for so long cannot be restrained from being expressed.
“Since it’s right for the father-in-law to speak to the public, and it’s reasonable for the mother-in-law to speak to her mother-in-law, then let’s leave this matter to the court to decide.” Sun Hongjun interjected.
"this……"
Of course Mark Deken can't accept the challenge, so this trip to China, so many days of waiting will be in vain, but if he doesn't continue, it will be equivalent to admitting that he farted just now, and his momentum will be weakened by three points, and the negotiation will be weak.
It will be seven or eight points shorter.
"It seems you still want to file a lawsuit with us."
Lu Fei looked left and right.
"No, no, Mr. Lu, our client came here with sincerity to negotiate for pre-trial settlement." The lawyer noticed Mark Decan's embarrassment and smoothed things over, "We are willing to withdraw the lawsuit against Yangtze River Storage.
Of course, you will also withdraw the lawsuit, and the two parties will reconcile and return to their previous relationship as partners."
"Ah, yes, yes, Lu, I hope that our relationship, including orders, can return to what it was before. As for the price, we are willing to give up 2 points more on the basis of the market price."
Mark Deken borrowed the donkey down the slope and held out two fingers.
"Old Sun, why is it different from what you said!"
Lu Fei pretended to be angry and went to Sun Hongjun to accuse him, "Didn't you say that the price quoted by Elpida dropped by 2 points? How could it become the market price?"
Sun Hongjun cooperated in the double yellow, with an embarrassed and aggrieved look on his face, "Mark, what you said is not the market price."
"What? I always said the market price."
Mark Deken was confused, "You must have heard wrong."
"How could I have heard wrong? If the market price was 2 points less, I would not have advised Mr. Lu to come. I might as well have chosen Elpida and Samsung. Their quotes were actually lower."
Sun Hongjun was quite dissatisfied, staring with big eyes.
"you you……"
Mark Dekan resisted the urge to curse.
Unexpectedly, Lu Fei actually stood up and stood on Micron's side, scolded Sun Hongjun and others, and openly admitted that it was entirely his own work error.
Then, I took advantage of the 2% market price discount.
Mark Deken and others could not react to such a dramatic scene for a while. Although they felt something was wrong, the resentment that had been left to air for a long time had more or less dissipated.
"However, the lawsuit is withdrawn. I don't want Micron to just withdraw Yangtze Memory. It must also settle out of court with Toshiba to completely resolve this patent dispute. Otherwise, if it settles this time and sues Yangtze Memory next time, it will be boring.
.”
Lu Fei smiled and said, "What do you think?"
Mark Deken readily agreed. They sued Toshiba for the settlement money. "Well, Lu, is this order..."
His original intention was to test whether there was a possibility of an increase, but unexpectedly Lu Fei did not follow the routine. Not only did it not increase, he did not even restore the original order volume to Micron.
"This is 70%..."
"Why is it only 70%!"
Mark Dekan was quite dissatisfied.
"Seventy percent are from Elpida."
Sun Hongjun said, the 30% is based on Mr. Lu's face, and it comes from Yangtze Storage's own production capacity.
"Both quarters of the first half of the year are allowed to go out."
Lu Fei blushed and reassured: "In the second half of the year, we will redistribute orders based on market conditions and demand."
"Lu, we cannot accept this 30%!"
Mark Deken is anxious. Just such a small order will not be enough for Micron to survive this memory winter. The key is to eat less for himself and for his competitors to eat more, so that he can have a little more vitality than Micron.
So, I begged and bargained for nothing.
"Let's put it this way, in addition to Micron, there are three other companies we cooperate with, Qimonda, Samsung and Elpida. Your price is not as good as Samsung and Elpida. Why should I choose you?"
Lu Fei shook his head and laughed.
"What about Qimonda? Qimonda's performance is similar to that of Micron, but its price is the highest among the four of us."
"Qimonda is our strategic partner."
"We can also talk, and we can also become your strategic partner."
"You really want me to give Micron's share of Qimonda's share? Why don't I give you some of Samsung's share?"
"That's okay...ahem."
Mark Deken noticed the Samsung executive next to him out of the corner of his eye and immediately swallowed his words. He suddenly felt that the stick was quite an eyesore.
"what do you think?"
Lu Fei looked at Micron on his left and Samsung on his right, and saw that Samsung's executives were angry but did not dare to speak because Micron was present.
"I need to go back and discuss this with the management again. Can you give me a few days to think about it?" Mark Deken said.
"Of course! But before that, should you say something to us on behalf of Micron?" Lu Fei stood up.
Just as Mark Deken was wondering, the thug from Samsung came over and reminded him, causing his face to turn blue and white.
The corners of his mouth twitched, and he reluctantly suppressed it:
"Lu, I'm really sorry!"
………………
After the cordial and friendly conversation, Micron, Samsung and their team left Logic. Along the way, Mark Dekan kept scolding:
"Fa Ke! Fa Ke! Lu, I have recorded this account!"
"When the crisis is over, I will definitely get it back!"
"..."
Seeing him hysterical, the Samsung people tensed their faces, and they were already laughing in their hearts, feeling the pleasure of having a great revenge avenged.
Micron has always bullied Samsung, Elpida, Hynix, etc. In the millennium patent scandal, this old No. 6 dared to file a counterattack, causing Samsung to be fined hundreds of millions of dollars.
Should!
You deserve it! You old 6!
Back at the hotel, Mark Dekan washed his face.
Business is more important than face, so I immediately contacted Appleton, reported the truth, and discussed whether to take orders from Huqi Menda, Samsung, or both.
"Mark, we've all been tricked by Lu!"
Appleton's anger could be felt across the phone.
"What did you say?"
Mark Dekan's head was buzzing.
"Lu is so insidious! So cunning! He actually took advantage of the negotiation time with us to secretly contact Nanya and Qimonda, trying to intercept Huayake that we are interested in!"
"I understand! I understand! I understand why he wants me to seize orders from Samsung and Qimonda. Damn it, this bastard is setting a trap for me. He just wants me to seize them!"
"You have been fooled. As long as you show intention to grab orders from Qimonda, Huayake's acquisition will..."
"Widowed Bichi! Lu is simply a bastard!"
Mark Daken's eyes widened and he cursed loudly.
Damn it, Lu Fei, you idiot!
How come you are older than us at Meguiar!
He actually asked me to apologize just now. Isn't this too outrageous?
