Chapter 369: John Novo led a delegation to visit, has the industry pattern changed?
Samsung Group Headquarters.
In the president's office, Li Zairong, the head of Samsung, stood in front of the window sill and looked out silently, with melancholy eyes, sometimes shaking his head, sometimes sighing, and a sense of great resentment.
For Samsung Group, this period can be summed up in one word: miserable!
Not only was he turned into an international laughing stock, he was branded the number one "twenty-five kid" and a "little guy", and his reputation was ruined. He was so miserable that a world-famous business empire almost died suddenly.
It's really tragic. Samsung's future is held by CSAC's throat. The rise of China's storage company Yangtze Memory is a heavy blow to Samsung's memory business.
But the real bad news is the emergence of stanene semiconductor materials. This is a brand-new technical system. From technology, materials, and manufacturing processes, it is a new system of its own, which directly makes Samsung's memory technology and patents worthless.
Once stanene semiconductor material replaces silicon material and becomes the mainstream raw material in the chip industry, nearly a million technology patents from major semiconductor companies in the world will be given away for free and no one will want them. It will be the same for Qualcomm, Intel, Infineon, TI, and Samsung.
.
It's very simple. Your patented technologies are all outdated. Now is the era of tin chips, and silicon chips will be eliminated!
Only a fool would spend money to buy a bunch of patents that have no commercial value.
From here we can also see why the Americans are so afraid of CSAC. They are crazy about attacking, sanctioning, blocking, and secretly constantly seeking opportunities to use subversive methods. Basically, except for aircraft carriers, all available methods are used.
All the moves are directed upwards.
CSAC controls Samsung's future destiny, and its current destiny is controlled by SIA. There has been no Samsung mobile phone in the Greater China market for a long time, and now the memory business is gone.
The rest is the international market except Greater China. The European and American markets depend on Sia. Wall Street also controls half of the shares of Samsung Group, and the interests of Wall Street shareholders must be taken into account.
After North America's blow to Samsung some time ago, Samsung Group admitted its mistake obediently, and has since then kept its tail between its legs and never dared to wander again.
The reason why Samsung can maintain its international market share is not because it once again turned against CSAC, but because half of its profits have to be sent to Wall Street. To put it bluntly, it is Wall Street's money-making machine. Otherwise, Samsung Group may really be beaten to death.
If the Greater China market is lost, if the international market is also lost, such a large business empire may suddenly die in the dispute between CSAC and SIA. This is by no means an exaggeration. In fact, there is no truly big business empire in an absolute sense in this world.
A company that survived, Sony was so prosperous back then.
Humiliation, frustration, and fear are the most profound feelings that the head of Samsung has had recently.
Hearing the knock on the door, Li Zairong returned to his desk from the window, sat on the chairman's chair, leaned back and said, "Come in!"
After a while, his assistant opened the door, walked in respectfully, and reported: "Your Excellency, President, we have just received reliable news that Mr. John Novo, President and CEO of SIA, arrived in China an hour ago. Many media have reported this.
Stay tuned and continue to report, there may be new progress between CSAC and SIA."
Hearing this, Li Zairong suddenly opened his eyes, his eyes flashing, "Are the Americans finally unable to bear it anymore... Humph!"
Immediately he was filled with worries: "These hateful Americans don't know what bad water they are trying to hold back. Keep a close eye on them."
…
Headquarters of Esmore, Netherlands.
"Is that old immortal Johnover finally going to meet and negotiate with that libertine Ye Hua?" Peter Winick subconsciously stood up and said in shock when he heard the news reported by his secretary.
Seeing the secretary holding the latest newspaper in his hand, he immediately walked out of his desk and grabbed the newspaper to browse without saying a word. He walked back and forth in the office. His secretary took a few steps back to avoid blocking his way.
The headline on the front page was reporting the news of Johnover's visit to China, and the accompanying picture was a picture of him appearing in the terminal of the Huaxia Airport and was captured by a reporter.
Finally, Peter Winick rolled the newspaper into a column, holding it in one hand and tapping the palm of the other hand, still pacing back and forth in the office. After a long time, he stopped and looked at his secretary and asked: "You said, they will achieve it."
What kind of agreement?"
The secretary shook his head in confusion, and Peter Winick couldn't help but shake his head in self-mockery. If he had known, he would not be sitting in the position of the head of Esmore.
No longer paying attention to the incompetent secretary, he returned to his desk and sat down, folding his hands, frowning and falling into deep thought. There was doubt, confusion, urgency, and worry in his eyes.
But all the emotions and senses are caused by one factor, that is, how will the future of Asml (asml) be affected?
…
The meeting between the principals of the two major ict and integrated circuit systems, csac and sia, is the focus of attention for the global semiconductor industry.
Samsung Group, ASML, STMicroelectronics, Toshiba, Infineon, etc. Industry insiders all continue to pay close attention to the encounter between these two giants.
It is no understatement to say that the meeting and consultation between the two giants will have a huge impact on the entire industry. No matter what the outcome is, it will have a major impact on the global semiconductor industry.
Insiders are paying close attention, and laymen are also paying close attention. After the news broke, all major media reported on it.
The principals of both CSAC and SIA have not yet officially met for talks and consultations. Various analyses, speculations, and information that is difficult to distinguish between true and false are flying everywhere, and online communication forums are also full of discussions.
"There are rumors that Boss Ye is going to reconcile with the Americans? Is it true?"
"I don't understand why there is a need for reconciliation? Americans are full of bad ideas. CSAC now wants technology and the largest market in the world. Why do we still want to play with the Americans?"
"Yes, during this period, the manufacturers of Coastline and CSAC Semiconductor Alliance have been frantically suppressed and blocked. Playing with the Americans is tantamount to seeking skin from a tiger."
"What if it's Wu Song 2333."
"Skin!"
"I'm a scumbag and I don't even have your skin."
"As long as you watch the show, don't force it on yourself. It's useless."
"Ye Hua's approach has always been global. It is impossible to stay at home. If you want to go out, you will definitely have to deal with foreigners. Do you think it is possible not to talk to Americans?"
"I agree with the point above. Another point is to refer to the previous two world wars. When cross-border trade stops, war begins."
"Xizhen vs. Silicon Valley, it feels good to listen to it. It depends on how Boss Ye and CSAC deal with it. I'm looking forward to it, it's so exciting!"
"Look forward to it, it's worth looking forward to. Mr. Ye has never disappointed anyone so far."
"What the hell are you doing, American emperor?"
…
June 12, morning, Coastline Company Headquarters.
Kitagawa Ayako opened the door of Ye Hua's office and walked over to report: "Chairman, John Norfo's visiting team has already checked in at the Shuangyue Bay Hilton Hotel, and his secretary has just met with Sister Weiwei."
Hearing this, Ye Hua looked at her with confusion: "What do you mean, it's not already decided to meet at the Xunliao Bay Financial Street Hotel, so what does it mean to send a secretary over first? Something has changed?"
Kitagawa Ayako nodded: "It's a small change. Johnover hopes to meet and negotiate at Shuangyue Bay Haiping Hotel. His secretary brought his wishes. In order to ensure the safety and confidentiality of the meeting and negotiation content, people from both sides will enter Haiping."
After checking the hotel, both parties will confirm that everything is correct and then hold formal talks locally."
Hearing such a request, Ye Hua was stunned for a moment, and then couldn't help but laugh, "To ensure the safety and confidentiality of the meeting? I believe him, the bad old man must have wanted to collude with me to do bad things with him.
Otherwise, why would you want to keep it secret so carefully?"
"Do bad things? Together?" Kitagawa Ayako's pretty face showed confusion. If it were Qiao Wei here, she would definitely know what Ye Hua just said.
"Okay, just meet his request." Ye Hua said with a smile, everyone has come all the way here, just do what you say, it has given you enough face, then it's okay to make a small request occasionally
Don't go too far, as the saying goes, reciprocity is the norm.