Reinventing the Millennium

From the peak of the Mars 8.8 series in November last year to mid-January today, due to the outside public opinion and the rumors of multiple meetings in Washington, some of the senior executives of Yike and Bingxin have relatively prepared themselves mentally, and both Fang Zhuo and Yu Hong have made a lot of preventive arrangements before returning to China.

But for many American friends, the uncertainty of Yike's future is increasing, and the uncertainty of the MIGA fund is also increasing.

MIGA is not the only fund making money in the world. If the brand logo of "Mr. Fang" becomes blurred, the friendship between the two may also become blurred.

Based on this situation, Kong Yu, while paying close attention to the development of cryptocurrency, also noticed the boss's empowerment of AMD, and thought this could be a very good value investment.

Doesn't AMD lack advanced processes?

Bingxin will make up for it.

What is missing after making up for it?

It seems that there is still a lack of stable supply.

So, make up for what is missing.

Kong Yu not only helped mediate in Washington, but also worked on crisis plans, including the use of laws and regulations. If Bingxin faces restrictions, customers such as Yike and AMD can temporarily lift or relax restrictions from US commerce in the form of a temporary general license TGL in accordance with the Export Administration Act and the corresponding Export Administration Regulations.

This TGL allows the restricted entities to continue to carry out the originally restricted export, re-export and transfer activities within a certain period and under specific conditions.

Kong Yu didn't know whether AMD had such expectations, but he had already considered the patch in advance.

Chinese companies like Yike may not get TGL or TGL for too long, but AMD is an orthodox American company. Is it going to hurt the interests of its own people?

Based on this situation, for the interests of American companies and for everyone's Mani, and to ensure the stability of Bingxin's shipments, Fang Zhuo promoted AMD to the spokesperson of his most influential friend.

AMD is just a small company. It had a market value of 2 billion at the end of last year, but it has lost its market value this month.

Su Zifeng's promotion is not optimistic, and the continuous layoffs and reorganizations have also dampened the sentiment of the secondary market.

But...

Just like Yike, which launched the Mars 8.8 series in November last year, its market value has soared by 33% in two months. If it were not affected by the news in Washington, it would probably have reached a higher level.

If AMD can obtain the blessing of advanced processes, is there any hope to replicate Yike's stock price trend?

AMD's market value is too small?

It's good to be small.

Based on this consideration, Fang Zhuo gave a new "target", and the reaction of his close friend Austin and subsequent friends also welcomed it.

Yike and Bingxin's rise to the top has aroused a lot of public opinion in Meilijian, which is in contrast to the rapid development of the East. No matter what, there will be an explanation in the end, but many things have been mixed together, and many people are not easy to cut and are not willing to cut, so as long as there is a steady stream of benefits, just turn a blind eye.

After receiving the implicit promise, Fang Zhuo had another call with AMD's head, Lisa Su, and took the initiative to mention the geopolitical risks of Bingxin.

Before this, the two had only briefly discussed this point. Lisa Su didn't want to talk about it in detail and deduce the future, but she found that Mr. Fang was more straightforward this time. He talked about Bingxin's subsequent process research and development and the supply guarantee for AMD.

"Mr. Su, even if Bingxin is restricted, we will find a way to help AMD apply for BIS's TGL, which will last for 90 days each time. It should be no problem to do it four or five times. Or, we can be more optimistic. Since everyone is cooperating, Bingxin will definitely do its best." Fang Zhuo expressed his attitude.

Lisa Su was quite... flattered by the attitude of the head of Yike. This... you are more worried than me.

She thanked Mr. Fang and took this opportunity to verify the news she heard.

It is said, it is said, that the talks between Yike and the company in Washington collapsed. Yike insisted on not changing chip manufacturers, which may lead to severe investigation by BIS. Affected by the news of this trend, the increased uncertainty of Yike has caused the stock price to fall back this week.

"Yike's market value is too high, and it is inevitable to be subject to stricter scrutiny. I never thought that Yike would be comparable to Google and Microsoft one day." Fang Zhuo said lightly, "Many speculations in the market now are wrong. Yike has never been certain. It all depends on the development of the situation and the competitiveness of products."

Su Zifeng listened to this and interpreted it as Yike's expectation to change to foundry manufacturers such as Taiji and Samsung.

She pondered again and again and gave a painful advice: "Mr. Fang, if Yike wants to change, it doesn't matter who it changes to, but it must not change to GlobalFoundries."

Fang Zhuo: "...Okay."

He didn't know what happened to Mr. Su at GlobalFoundries, but it seemed that Kesheng Mobile was a bit cheated by GlobalFoundries.

Yike Mobile has been developing quite well recently, but Kesheng Mobile, which was subcontracted by Bingxin, originally hoped to use GlobalFoundries' 20nm process technology to achieve a higher positioning...

And then nothing happened.

The yield rate is low, the process is unstable, and there are problems with temperature control...

Fang Zhuo also received several long messages from Kesheng Mobile CEO Ni Boren on Yixin last week, which was indeed a bit disappointing.

"Mr. Su, I hope that the cooperation between our three companies will produce results this year. We can't wait for our autumn conference." Fang Zhuo expressed his expectations during this phone call.

Because it is authorized by the ZEN architecture, there is no secret. The research and development is jointly conducted by Yike, AMD, and Ice Core.

If the product can achieve the expected results, Yike's notebooks are expected to be equipped with a 16nm CPU from AMD in the fall, and once it appears, it will definitely have a huge psychological impact on Intel.

Of course, this is just an ideal state, and research and development will inevitably encounter strange problems. If the progress is far less than expected, the shark friends swimming in the financial market will have to continue to look for new goals.

On January 20, Yu Hong, who had been back in China for nearly a week, walked into the president's office of Yike 23. What she held in her hand was about the R\u0026D cooperation between "Yike Optoelectronics", AMD and Intel.

The cooperation between Yike and these two companies is carried out through the subsidiary "Yike Optoelectronics", and the current CEO of Yike Optoelectronics is Mollenkopf, the former COO from Qualcomm.

Before and after Yu Hong returned to China, she had been busy working on the restricted risks faced by Yike. In the past two days, she had participated in the general office meeting and listened to everyone's discussions on many cooperations, which made her feel ridiculous.

"You, Yike Optoelectronics, are hooking up with Intel and building AMD into a 'strategic partner' at the same time. You are not afraid that both customers will scold you in their hearts." Yu Hong pressed the finished document on her desk.

"Sit down, Mr. Yu, please take a seat." Fang Zhuo said seriously, "No problem, AMD is Yike Optoelectronics' strategic partner on the PC side, and Intel is its strategic partner on the mobile side. Everyone can understand it clearly."

Yike Optoelectronics has already cooperated with Intel on baseband chips, which is a link set for Qualcomm.

Judging from the current results, Qualcomm, which merged with Avago and changed its CEO, has not yet met the market’s expectations before the acquisition. At that time, everyone thought that the new Qualcomm could easily exceed US$100 billion. As of late January , it’s only $90 billion.

"When will Yike Optoelectronics release the same baseband?" Yu Hong asked again.

Fang Zhuo did not answer the question. He looked at Yu Hong with a smile and said, "This matter was arranged by Mollenkopf. Why do you care about Optoelectronics?"

"I originally thought that Yike Optoelectronics was just taking over Infineon's WLS mid-to-low-end wireless chips, but you first used it as a starting point for cooperation with Intel, and then funded and obtained AMD's architecture authorization. When you were established, you also added If Sony's CMOS sensors are developed..." Yu Hong paused and said seriously, "The scale is quite large."

"What? Does Mr. Yu want to try optoelectronics? Did he not find a suitable position after wandering around the company for a few days?" Fang Zhuo teased.

Yu Hong took a day off since returning to China, and then began to get familiar with the personnel of Yike headquarters. After all, she had been in the United States for a long time. Many middle and high-level officials knew their names and resumes, but they still had to register with real people.

Moreover, as a co-founder and an American king, my positioning on this return is a little more subtle.

She co-founded Yike with Fang Zhuo, and led the team to fight for the market in the United States. Over the years, she was promoted to director and vice chairman... As the saying goes, there is only a wrong name, not a wrong nickname, "American King" Titles are also a reflection of status.

Now that she has returned to China, although Yike's global market is still there, it's really hard to distinguish what she wants to do specifically. In China, whether Qi He or Liu Qiangdong, the ecology and products are doing well.

Yu Hong glanced at Mr. Fang and took a moment to make a cup of tea. Then she said: "Yike Optoelectronics already has Mollenkopf. You poached him from Qualcomm. Wouldn't it hurt his heart if I went there at this time? R\u0026D me I can’t control it, Qi He and Liu Qiangdong are very stable in the country, so..."

She drawled her voice slightly and said with a smile: "I look around and see that Zhang Yaqin's emerging industry business group EBG is quite weak, and the things they are researching are quite interesting. I think I can help."

Fang Zhuozhen didn't expect to hear this answer. He looked at Yu Hong in great surprise and muttered: "Emerging industries and business groups..."

EBG is a business group that Yike has only added in the past two years. The president is Zhang Yaqin, a former vice president from Microsoft. He also serves as the vice president of cloud computing YWS.

Because of this new move and Zhang Yaqin's experience, EBG has attracted much attention and expectations since its establishment. However, it seems that there has been no output in the past two years. Zhang Yaqin often travels to the United States and Europe, and there are also reports at general office meetings. Most of them are discussing Yikeyun's overseas development.

In this case, EBG has no sense of existence.

"EBG undertakes research and development, converts technology, engages in the market, and plans for the future. I think it's pretty good." Yu Hong said.

Fang Zhuo was still pondering, and after a moment he said: "There is uncertainty over EBG, and it will be difficult for you to make a difference in a short time after you go there."

"The co-founders can't sit on the bench, right? I read the two emails sent by Zhang Yaqin, both of which advocated that the company start the project as a whole tram. Are you hesitant?" Yu Hong paid attention to the look of the man opposite. , speculated, "The current domestic subsidy policy in this area is very strong. Apple has already established a project, and Tesla, which Zhang Yaqin visited, is also very active. I will study whether this direction can work. If it can work, I won't let it go." I have found a new life."

Fang Zhuo saw the co-founder's relaxed tone and couldn't help laughing: "This direction involves too much, and it will definitely be discussed in the general office. No matter how you study it, I will see what everyone thinks about this matter."

"I talked to Zhang Yaqin yesterday. I think his enthusiasm for the new project is not out of his personal interests. Whether it is the market trend or the manufacturers he visited one by one, they are all very convincing." Yu Hong said seriously, "Have you ever considered that Yike will become an automobile manufacturer?"

Fang Zhuo shook his head honestly, not considering it at all.

"Well, times are changing. We need to look at the pros and cons of this matter. This is one of the meanings of my return." Yu Hong did not persuade, but also with scrutiny.

Fang Zhuo thought for a while, and just when he was about to continue discussing this topic, he received a call from Chen Fuyang, the new head of Qualcomm, on his mobile phone.

"Mr. Fang, thank you, thank you Yike." Chen Fuyang was very enthusiastic as soon as the call came.

Just now, the final result of China's antitrust investigation on Qualcomm was released. Unlike the news released earlier, this time it was a relatively light punishment. First, Qualcomm's whole machine ratio extraction was not completely abolished, but reduced, and second, the fine was only 2 billion Chinese yuan.

After the investigation and handling, Qualcomm's stock price immediately soared.

"Mr. Chen, you are too polite. The antitrust investigation has nothing to do with Yike." Fang Zhuo said so.

Chen Fuyang knew the reference opinions provided by Yike to his superiors. He thought that this lighter punishment was a manifestation of Mr. Fang's compliance with his promise. The bad news is good news. Now is the time to hit the market value of 100 billion US dollars.

"Mr. Fang, Qualcomm and Yike still have a lot of room for cooperation." Chen Fuyang still repeated his point of view, and then he slowed down and said meaningfully, "Especially at this moment."

What moment?

The moment when Yike's contact with Washington was not smooth.

Yike used to be equipped with Qualcomm's flagship chip. If its future Zhurong chip is restricted, it can continue to use Qualcomm's Snapdragon.

Fang Zhuo naturally understood what he meant, but he didn't get angry. Instead, he smiled and responded.

Chen Fuyang chatted for a while, and finally thanked him again: "Mr. Fang, both I and Qualcomm are very grateful for your help and encouragement. The new Qualcomm will have a better future."

"Don't thank me too much, you deserve it." Fang Zhuo replied.

Before Chen Fuyang hung up the phone, the landline and knock on the door in his office rang at the same time.

Then, a piece of news that made him frown appeared. The Supreme Court of the United States confirmed that it would hear the Qualcomm patent monopoly case.

Before he could think about it, another piece of news arrived at the case near noon. Intel released an independent 4G baseband chip that was said to be the world's first-line level.

The stock market was obviously too happy too early. One bad news ended, and more bad news appeared.

After rising first and then falling, Qualcomm's market value fell below 90 billion US dollars.

Chen Fuyang's day ended in the deserved rush. Suddenly thinking of the call with Mr. Fang today, he felt that the words were like gravel in the rice, which brought him unexpected pain.