Reinventing the Millennium

SIA is the American Semiconductor Industry Association.

As the name suggests, it is an industry organization that aims to enhance U.S. leadership in semiconductor research, design and manufacturing by cooperating with administrative and industry heavyweight companies, and urges the introduction of policies and regulations to encourage innovation, and promote industry progress and international competition.

This time, the "Global Semiconductor Industry Research Report" it released focused on the U.S. semiconductor industry under the global industry development framework, while the secondary section was more meaningful, mentioning the development of the Eastern semiconductor industry represented by Ice Core. .

After getting the complete report, Liu Zonghong couldn't help but search it. A total of 19 names of ice cores appeared in it... This is really high frequency for a research report based on the global industry.

Oh yes, Yike’s name also appears 8 times.

According to SIA's description, the design + manufacturing model with Yike + Bingxin as the core draws strength from the global market, allowing the Eastern semiconductor industry to develop rapidly.

——Yike has become a world-renowned mobile phone brand in four years, while Bingxin has gradually improved its production capacity from 130nm to 45nm process nodes in the eight years since its establishment, and is expected to achieve mass production of 32nm by the end of the year.

——It is reported that Taiji, the world's leading foundry company, plans to mass-produce 28nm by the end of the year. It took Bingxin 8 years to catch up with the technological pace of Taiji, which was founded 24 years ago.

——Taking into account the huge market potential of the Eastern Kingdom, Bingxin obviously has enough orders to absorb production capacity, continue to invest in research and development, and continue to catch up with Taiji technology.

——Facts have proved that the development of Yike + Ice Core has played a strong driving role in the Eastern semiconductor industry, and the name of this combination is called "Yike System" in China, and many people may be familiar with it. His name is Fang Zhuo.

Liu Zonghong looked at the search that appeared in the document, and the boss's name appeared once.

System development, revenue estimation, technology research and development, and even industry chain promotion...

It is difficult for Liu Zonghong not to say that the people who know you best are your competitors. Under such an outline, there may be detailed research that has not been disclosed due to space limitations.

He re-examined the report from SIA and waited patiently for the boss' call to end.

About fifteen minutes later, the boss walked into the living room from the room.

Liu Zonghong started making tea, and then observed the expression of the general manager below. He still looked similar to the expression after learning the news in the car, very calm.

But, this is very bad news!

He couldn't help but ask: "Mr. Fang, how should we deal with it?"

"It's not easy to deal with. The report from the People's Association has already been sent out." Fang Zhuo shook his head, "Then we can only treat it as good news."

Liu Zonghong was a little confused.

"Isn't it estimated that Bingxin's revenue this year will exceed US$3.2 billion? If the business is developing so well and revenue is growing so fast, isn't it good news for listing and market value?" Fang Zhuo said with a smile, "The industry is so Big, who can say for sure, whether a small company will be listed on the market, I can be more certain.”

Liu Zonghong understood that public is public, private is private, one code is the same.

"For a company that has reached the top three in the global OEM field, it is not too unusual to pay such attention, but it frequently mentions the development of domestic industries..." Fang Zhuo said, "Hey, it's because Taichi's revenue is too much , we can also laugh and chat about the rankings, the Taiji family is the sum of the following families put together.”

Bingxin will be ranked third with US$3.2 billion, but Taiwan Journal estimates that it will exceed US$14 billion this year, while UMC, the second largest company, will have a scale of US$3.6 billion this year.

Liu Zonghong asked: "What impact will this report have?"

"SIA is just a microcosm." Fang Zhuo frowned. Bingxin and Yike got the "Rise Script", and this is how they were treated.

SIA just happened to publish a research report when it landed in New York, but before that, especially this year, ice cores have been mentioned more or less by some people. This time SIA is more like a systematic Comb.

Fang Zhuo sat down, relaxed his brows, and said with a smile: "The soldiers will stop him. I just chatted with Geithner for a while. Everyone is in a difficult situation now."

"He just clarified the rumors of resignation at the end of last month and will continue the job for the foreseeable future."

Liu Zonghong felt that even he heard it: "The foreseeable future?"

"Who says it's not? It's basically a foregone conclusion." Fang Zhuo nodded, "Oscar needs to raise the debt ceiling. Geithner should be the scapegoat. He has also completed his job. Next year's votes will need a new economic face. "

The United States is currently engaged in a fierce battle over the issues of raising the debt ceiling and reducing deficits. Geithner's resignation is a signal, but it is becoming increasingly clear that he will only serve this term.

Liu Zonghong thought carefully. If Geithner, a figure on the stage, resigns, he wonders whether it will have any impact on himself. This situation is indeed not very good...

Fang Zhuo continued: "I invited Geithner to come to MIGA as co-CEO, and he said he would seriously consider it after his term ends."

Liu Zonghong couldn't help but let out an "ah" sound. Isn't this transition too smooth...

"From politics to business, it's a normal route." Fang Zhuo said this. "The problems we need to face are becoming more and more complex. When we go out to rely on friends, we still need to make more friends."

Liu Zonghong could only nod. Mr. Fang has always been generous to his friends.

Half an hour later, he met the lobbying leader Zhao Zhishan, whom he would see every time he came to the United States. This person brought more information and the situation he faced.

The financial crisis has had a profound and long-lasting impact, and today's fiscal confrontation is an ongoing situation.

What Zhao Zhishan’s team provided was an observation and prediction of the domestic situation in the United States. They believe that as long as Xiao Ou wins next year, the continuity of China policy will be maintained. Even under the premise of the grand strategy of shifting the global strategic center of gravity eastward, it will With the basic positioning of being both an opponent and a potential partner, we must also strengthen cooperation, especially economic and trade relations.

"It's good to have continuity. If there are traces to follow, there will be more ways to solve the problem." Fang Zhuo flipped through the documents and made this simple comment.

Zhao Zhishan thought the boss would ask questions again, but after waiting for a while, he heard nothing more.

"Let me take a look first. I'm too tired from flying. Let's talk tomorrow." Fang Zhuo put down the documents. He didn't sleep for too long on the plane, and his mind kept racing. He needed time to calm down.

Zhao Zhishan stood up and left, leaving behind a thick pile of documents.

Fang Zhuo moved his body, suddenly turned around and asked, "Where is Wang Xing?"

"Mr. Wang should be sleeping, he says he is very sleepy." Liu Zonghong replied.

Fang Zhuo said "hmm" and thought for a moment. Financial confrontation is the main theme here, but considering next year's votes, a tough attitude may have to be shown.

Just like Republican Mitt Romney, who announced last month that he will run for office next year, he even said he would launch sanctions on his first day in the White House.

In this kind of campaign public opinion, Dongfang has always been a painless target.

Fang Zhuo motioned to his secretary to make him a cup of coffee and sighed, "Now I just need to be careful about others playing the 'ice core card'."

Liu Zonghong made coffee and said, "The problem is that it's not easy to prevent."

Fang Zhuo took a sip of coffee and nodded. In any case, this SIA report is still worthy of vigilance. How about shaping his own charitable image? Does the New York Economic Institute also need to continue to advocate globalization and economic and trade cooperation?

Still, the practical benefits of ice core listing must be put on the agenda.

After a long time, Fang Zhuo asked: "Where is Paulson?"

Liu Zonghong was stunned and said hesitantly: "Xiaobao?"

Fang Zhuo nodded and suddenly thought of the short-selling king.

Liu Zonghong had always memorized all the information in his mind, but now that he had just arrived in the United States, he had just obtained many materials. He could only look through them again and again before answering: "It seems that there is no news. Otherwise, I can ask Mr. Zhao ?”

"It's okay, I'll just ask." Fang Zhuo frowned.

But soon, Liu Zonghong continued to receive random questions from his boss.

"I don't know what happened to Steve Jobs," Fang Zhuo said.

Liu Zonghong remained silent, and the boss seemed to be sorting out his thoughts.

"I don't know what the financial situation of Japanese companies will be like in the end." Fang Zhuo took two steps and looked at the scenery outside. Finally, he said to himself, "Public image is still very important."

At this time, the mobile phone on the table vibrated.

Liu Zonghong took it over, took a look at it, and said, "Mr. Fang, it's from Google."

Fang Zhuo motioned to his secretary to just pick it up.

After Liu Zonghong got through, he couldn't help but whispered after hearing a few words of news: "Google is going to acquire Motorola, which is expected to be next month."

Google acquired Motorola in order to enrich the patent moat of the Android camp, and Yike is undoubtedly on the same front as Google in this regard. The PRO alliance previously established for cross-patent licensing has been in effect.

Fang Zhuo waited until the call ended and sighed: "It's really the tears of the times."

The decline of Motorola is lamentable.

Fang Zhuo thought of tears from another era and said, "Call Stringer and make an appointment for dinner."

Liu Zonghong nodded and suddenly said: "Nokia is also in decline now, and it seems like tears of the times."

There are a lot of tears in this era.

"SIA issued a warning, Motorola had no choice but to sell itself, Nokia was in decline, Sony had financial fraud, and Steve Jobs was not going to die soon." Fang Zhuo sighed deeply, "What an era..."

He stopped sighing: "This era needs someone to criticize critically."

Liu Zonghong didn't react at once, and he didn't understand clearly. What's the comment?

"Our image should focus on design and light on manufacturing." Fang Zhuo finished the coffee in his cup. "Wafer manufacturing is only a less profitable part of the upstream and downstream of consumer electronics. Yike's success itself is a product of globalization. Talk more about Yike's success and less about Bingxin's pursuit. I am the head of a high-tech company, not a key figure leading the development of domestic industries. It should be shaped like this. SIA's direction is wrong."

It sounds like SIA is servicing us, Liu Zonghong thought, but he roughly understood what the boss meant. Bingxin is now at the key to catch up, and the domestic semiconductor industry ecology has just begun to show good signs. It can use Yike to succeed. The sound comes from the semiconductor side.

He thought for a while and whispered: "If Yike is..."

"The risk of Yike is much smaller than that of Ice Core." Fang Zhuo shook his head. "Besides, it's not that Yike is so good. It's Motorola that needs to reflect, Nokia that needs to reflect, and Sony and Japanese companies that need to reflect."

Yike's patents have been fiercely fought and authorized by various companies. As its technical capabilities have grown, the number of patents has also increased, and there are no problems with dumping tariffs...

As for the Google GMS framework, this is based on cooperation with Android companies. Yike has a package cooperation agreement with Google.

If it is really prohibited from purchasing parts, Yike Mobile's technical dependence can quickly find alternatives.

With Bingxin providing itself with core parts manufacturing and domestic equipment manufacturers booming, Yike's risks are much smaller and its survivability is much stronger.

However, ice cores are not yet ready. The equipment procurement and technological advancement of ice cores still take time, as well as the further growth of the domestic market.

"I'm going to Silicon Valley in a few days. Oh, yes, ask Apple. I plan to visit Steve Jobs and talk to him about our ongoing competition. It's the kind of sympathy that everyone likes to see." Fang Zhuo said.

Liu Zonghong said "hmm". This is to strengthen the public image of the second best CEO in the world, talk more about success, and criticize certain companies more.

"Let's go have dinner." Fang Zhuo picked up the phone.

However, just after taking two steps, there was a new call on his mobile phone, but it was from Mr. Summers, the director of the New York Economic Institute.

Unlike Geithner, who is still sending signals that he will not resign, Summers, who previously served as chief economic adviser, left the White House at the beginning of the year and returned to Harvard.

Of course, perhaps because he felt that the decoration of the New York Economic Exchange was good, his office in New York was reopened.

Fang Zhuo stopped, exchanged a few words with the Harvard professor with a smile, and humorously mentioned the research report just released by SIA today.

"I saw it," Summers said. "This is a compliment from the SIA."

Fang Zhuo clicked his tongue inwardly, looking at him, he sounded much nicer after he came back to take up the post.

"It can also be understood this way. It means that you are an ambitious person who is committed to promoting the development of China's semiconductor industry." Summers said slightly sharply.

"Ambitious?" Fang Zhuo laughed, "I just have some career brain."

"It doesn't matter, everyone doesn't care much about this." Summers also smiled, "Everyone only cares about whether you are willing to arrive at the Rosewood Hotel on Saturday night to have a few drinks. Some new friends want to meet Mr. Fang."

"That's great. I'm here just to toast to friendship." Fang Zhuo happily accepted the invitation.

Liu Zonghong, who was standing next to him, heard his boss’s voice and asked, “Do you want to change your itinerary to Silicon Valley?”

"Well, I'll go there a few days later. Summers will have new friends to introduce to me." Fang Zhuo said with a smile, "Look, everyone knows what I'm doing, but no one cares about what I'm doing."