Rebirth Starts From 2006

After the signing ceremony was over and they had a sumptuous meal in the hotel, Boss Chen left Mr. Zhong and Mr. Wu behind and asked them to continue talking with Mr. Yuan about how to coordinate the development of several companies in the future.

Then he took Zou Rong and left,

Things have settled here, and there is no need for him to stay here. He decided to fly back to Guangzhou today.

It happened that Huang Shan also had to go back to handle some official matters, so she went with him.

As soon as she came out of the hotel and got into the commercial vehicle, Huang Shan suddenly said,

"I see what you have been thinking about just now. Are you interested in that Asmail company?"

Over the past year, she has spent almost 90% of her working time with Boss Chen. She dare not talk about her life, but she can guess Boss Chen's thoughts very closely about work matters.

Just now in the hotel, when Mr. Wu and the others were talking about the situation of the lithography machine industry, Boss Chen's reaction was a bit unusual.

Nothing else, I just care too much.

Based on the current development of the company, what Boss Chen is concerned about are basically things that he has investment intentions or that can affect the company's future strategic development plan.

Otherwise, he wouldn't have so much time and energy to take care of these unnecessary things.

No matter which one it is, it means that Chen Yang is interested in Asmail.

Hearing Huang Shan's words, Chen Yang nodded slightly and said with a smile, "Do you think we can become Asmail's shareholders?"

Originally, he had not had such thoughts before,

Just because I always feel that ASML is too far away, and it is the top high-tech company in the industry. Behind it are American giants such as Intel, and I am a Chinese capital, and there is a high probability that I will not have a chance to get involved.

But after listening to them chatting for a long time, I realized that although Asmai has grown up now, he may not have no chance to intervene.

TSMC has become a part of ASML with the help of immersion technology cooperation, but Sanxin and Intel have not yet deeply tied up with ASML.

At this time, the largest portion of ASML’s shares is still in the hands of two investment management companies.

There is quite a lot of room for maneuver here.

If possible, he certainly hopes to become a shareholder of ASML.

After all, this is the only top lithography machine supplier in the world in the future.

Not to mention financial interests, just by virtue of its shareholder status, it can maintain a certain voice and influence in the chip market, which is something that even money cannot buy.

It is particularly important to ensure the stability of Damai’s high-end chip supply chain.

However, to invest in a company, you must first have the target company’s willingness to accept investment. Otherwise, you won’t be able to get money in.

Another thing is that the United States has very strict control over high-tech companies. Although Asmail is not an American company, the major shareholder behind it is Wall Street Capital, and it is a member of the American alliance, so it will definitely be subject to US sanctions. Influence,

Even if he himself is not happy, the Netherlands will make him happy.

In addition, ASML has shown its momentum as an industry hegemon. To become its shareholder, one not only needs to be rich, but also must be able to contribute to their long-term development like TSMC and Intel.

Only in this way can there be a chance to be recognized by Asmai.

Therefore, it is not that difficult to directly invest in ASML.

However, in addition to directly injecting capital into shares, there are many other methods that can be used.

Otherwise, Boss Chen would not have asked this question.

For example, in 2004, didn't Philips sell its shares?

As long as the current Asmail shareholders are willing to sell their shares, Chen Yang will have the opportunity to become one of Asmer's shareholders.

really,

Hearing Chen Yang's words, Huang Shan said with a smile, "If ASML's shareholders are all companies like TSMC, Sanxin, and Intel, there's really nothing I can do.

But his two largest shareholders are Wall Street financial institutions, so that’s much simpler.

All investments are for return of interest. For investment management companies like Capital International Group and BlackRock Group, as long as there are enough interests, there is nothing they cannot trade! "

Chen Yang nodded slowly, then grinned at her, "Then, about this..."

Before he could finish speaking, Huang Shan raised her hand to interrupt him, "Stop, I can do this, but I'm so busy right now that I don't have time to do it.

Xiaoyu is now in New York, and she has a large group of financial elites under her. This shouldn't be difficult for her, and it won't affect the progress of the acquisition.

You'd better let her do it! "

have to,

Boss Chen raised his eyebrows and turned to look at his little secretary, "Contact Mr. Yu and ask her to handle it as soon as possible."

Zou Rong immediately made an OK gesture, "I'll send her an email now!"

While Zou Rong was sending the email, Huang Shan said,

“After confirming that Shangwei accepted our investment, I had a phone call with Professor Zhou and Professor Huang respectively.

In addition, a telephone conference was organized with relevant personnel from Damai Research Institute, Zhanrui R\u0026D Center and Honggu Capital Technical Consulting Department to listen to their opinions on the semiconductor industry.

Judging from the overall situation, everyone's opinions are not unified, and it can even be said that there are great differences.

I know you attach great importance to the development of the chip industry, and I hope that one day Damai can use the chips we develop and manufacture ourselves.

However, this is not an easy task,

I can only relay their opinions to you. The specific decision is up to you, including whether to continue investing in other chip industry companies. "

That is to say, Caihong is so rich now that even investments worth hundreds of millions or even billions of dollars are not taken seriously by her.

Otherwise, you must have a good discussion with your boss and make a complete industrial development plan before deciding how to invest.

It's not like now, if the boss is interested in something, he can just vote.

However, she still had to give her opinions and suggestions, otherwise she would be irresponsible.

"Well,"

Chen Yang nodded and looked at her seriously, "Let's talk about it first."

No matter what Huang Shan's conclusion is, he will continue to invest in the chip industry. The reason is very simple. It is completely influenced by later generations.

At that time, all our high-end chips needed to be purchased from abroad, and the money to buy them depended on other people's opinions. The United States gave an order and said they would not sell them if they said they would not sell them. It was really insecure.

Now he has so much money that he doesn’t even know how much he has. All of this money must be invested. He can invest in other industries, but he can also invest in chips. So why not invest in chips?

Besides, when the digital age comes in a few years, all kinds of electronic products will emerge in endlessly, and the demand for chips will also be huge.

Even if Zhanrui cannot manufacture high-end chips in the future and only sells mid- to low-end products, there will still be a lot of profit to be made.

Why doesn't he do a good thing that guarantees a win without losing money?

Besides, making this kind of investment is infinitely better than making real estate.

Benefiting others, oneself, the country and the people, why not do it!

Huang Shan sat opposite him and said sternly to him without looking at the information,

"You also know that chips have several links: design, manufacturing and testing and packaging, but overall, design and manufacturing are almost two completely different fields.

According to the different fields involved, there are currently three main business models in the chip industry:

The first is the fabless semiconductor company model, which only designs the circuits of hardware chips and then hands them to the foundry to manufacture them into finished products. The company is then responsible for selling the products. Representatives of this type are AMD and Qualcomm. In the past, The same is true for Zhanxun and Redeco.

The advantage of the fabless model is that the burden is light. The company only needs to design, and does not need to spend huge sums of money to build a wafer factory or develop new processes.

But the disadvantage is also obvious, that is, without the cooperation of the manufacturing process, the designed product may not be able to be manufactured, and even if it can be manufactured, there is no guarantee of what it will look like.

The second is the vertical integration model, which takes care of the entire process from design, manufacturing to sales, and requires strong operating capital to support it, such as Intel, Sanxin, and MOTO, which was once brilliant but is now gradually declining.

Needless to say, the advantage is that all links are under self-control, and you will not be easily controlled by others, nor will you design useless drawings that cannot be manufactured.

As for the shortcomings, it is that the capital requirements are too high. Without strong financial strength, it is really unaffordable.

As for the third type, it is the IP design model, which is only responsible for designing circuits and not responsible for manufacturing and sales.

For example, ARM does not manufacture or sell any chips. It just designs its own IP, including instruction set architecture, microprocessor, graphics core, and interconnect architecture.

Then whoever likes it will sell the license to them. After the customer gets the license, they can do whatever they want, and they don't care. "

After saying this in one breath, Huang Shan suddenly smiled, "Our Zhanrui uses ARM's underlying technology!"

Chen Yang smiled slightly and didn't take it seriously.

Not to mention the previous Zhanxun and Redeco, including Apple, Intel, Sanxin, and Hayes, which company has not used the ARM architecture?

There are so many types of electronic products in later generations, such as mobile phones, televisions, multimedia, smart speakers, drones, smart power supplies... No matter which chip they use, they almost all use ARM CPUs.

Moreover, in addition to ARM, there are three other major architectures in later generations. Chip manufacturers around the world are designing based on these four major architectures. There is really nothing to be ashamed of.

By the way, it seems that one of the four major architectures only appeared ten years later, and it is permanently free and open source. It is known as the most powerful challenger to ARM. Which one is it?

Just when Boss Chen was frowning and thinking, Huang Shan finished introducing the basic situation and continued,

“Based on these three basic business models, the opinions and suggestions put forward by our R\u0026D personnel and consultants are not uniform.

Except for the third category, the first two have supporters, and the reasons for each are very sufficient. I really can't judge which route to take. "

Chen Yang raised his head and smiled slightly, looked at her and said, "What's so hard to judge? We've already taken the second path!"

My chip factory has already started construction, and you still tell me that you don’t know which route to take. Isn’t it funny? !

But Huang Shan shook her head and said seriously, "I responded to them in the same way at first, but the opinions they put forward made it impossible for me to refute.

Although Zhanrui has its own design center, it is also building its own chip factory.

However, if they have a factory, they may not be able to undertake the chips they design themselves!

What's the point of a factory like this if you can't make the chips you design? ! "

Well,

This statement left Boss Chen speechless.

Compared with chip manufacturing plants that have not yet been completed, Zhanrui's design capabilities are indeed much better, especially in the field of 3G communications. In some aspects, they are not even inferior to world-class levels.

If this factory cannot obtain relatively advanced photolithography machines and develop matching manufacturing processes, it may not be able to undertake the design drawings produced by Zhanrui R\u0026D Department, and will only be able to produce some mid- to low-end chips.

But if they only produce mid- to low-end products, they will become a sweatshop that can only earn meager processing fees. Boss Chen’s family has a big business. Is it necessary to engage in such a low-end industry?

But without high-end equipment and advanced manufacturing processes, high-end chip products cannot be produced.

This is one of the reasons why he insisted on investing in Shangwei before.

The upstream high-end technical equipment is controlled by others, so you can't play!

Leaning back in the chair, Chen Yang squinted his eyes in thought. It wasn't until Zou Rong put away the computer that he opened his eyes, looked at Huang Shan and asked,

"If we go all the way, is there any way to improve our manufacturing level?"

It is impossible to go back, and giving up is not Boss Chen's style. Since you have chosen this path, how to go faster and farther is what you should really consider.

Regarding this problem, Huang Shan was not surprised at all. It was obvious that Boss Chen had already made a decision in her mind. Now that the boss had made a decision, all she could do was solve the problem.

Huang Shan raised her forehead slightly and said in a deep voice, "Acquisition!"

Chen Yang immediately asked, "How to collect it?"

"Put it abroad,"

Huang Shan said without hesitation, “Given the existence of the Wassenatra Agreement, the most effective way is to establish a chip manufacturing company abroad.

Then in the name of this company, we will acquire related chip manufacturing companies in Europe and the United States, absorb their advanced technologies and processes, and develop our own high-end chip manufacturing industry! "

Chen Yang frowned, "Is this the only way?"

What is the difference between building a factory abroad and purchasing directly from other companies?

Huang Shan answered very definitely, "From a practical point of view, this is the only way!"

After a pause, Huang Shan sighed softly and said,

“Even if this is the case, we still need to prepare an additional lobbying budget to strive for the same treatment as local national enterprises to the greatest extent.

However, if we can achieve the results we want, it will be beneficial to our own industry.

On the one hand, the company is in our own hands. Even if we encounter technological blockades that may come in the future, we will still have some room for maneuver.

At least there is room for black-box operation! "

When Chen Yang heard this, he couldn't help but nodded repeatedly.

Indeed, the company is in my hands, and all the management also obey my instructions. I will naturally arrange the specific operations.

Even if you give an explicit order, it won't stop me from clearing out some inventory and so on.

Even if you are discovered, the worst case scenario is that you will be fined.

Moreover, with the Western political system, we can organize a super luxurious lawyer group and lobbying group, and make a lot of noise. If we can delay it for a few years, maybe there will be a turn for the better!

Huang Shan continued, "On the other hand, although the factory is abroad, we can send engineers to study there and use the technology and equipment there to cultivate talents here!"