Reinventing the Millennium

Qimonda goes bankrupt.

This news is sad.

However, Fang Zhuo has been lamenting a lot recently because of the ups and downs of companies in the industry during the financial crisis, so he can only lament for Qimonda and Mr. Luo for a short while.

When the mourning is over, it is time to think about the value brought by Qimonda's bankruptcy.

Qimonda has a factory, people, and patents. The most important thing here is naturally the patent.

Loss is loss, bankruptcy is bankruptcy. Qimonda still occupies 10% of the global DRAM market this year. It is a well-deserved world-renowned manufacturer that bleeds blood, and it is also the only remaining memory manufacturer in Europe.

Of course, everyone is bleeding this year, but Qimonda is bleeding too fast and losing too much blood.

For the internal reasons, Fang Zhuo believes that most of the factors that caused a well-known manufacturer to go bankrupt must be attributed to individuals - Mr. Luo must not be criticized so harshly!

Moreover, Qimonda will not be the only one to go bankrupt in this market. I heard that the situation of the Japanese manufacturer Elpida is also not good. Its market share is larger than Qimonda. The more it takes, the more blood it will bleed. more.

However, Elpida has a relatively strong foundation. It is a company spun off by giants such as Hitachi, NEC, and Mitsubishi. It also has a strong administrative background.

However, this down cycle hit the financial crisis, which really smashed the DRAM market to pieces. It was a global rout, so it was also struggling.

Under such circumstances, Samsung has quietly increased production capacity in a counter-cyclical manner...

This simply makes other manufacturers tremble with fear, and they are really determined to fight to the death. They want to take advantage of this once-in-a-lifetime opportunity to continue to bleed their opponents, and they want to weaken other camps to the maximum extent.

The fall of Qimonda symbolizes Europe's withdrawal from this field. Now the top five DRAM manufacturers in the world are only Korean Samsung and Hynix, American Micron, and Japanese Elpida.

Fang Zhuo was sitting in Silicon Valley, waiting to watch such a battle, but he did not dare to set too high goals for Lin'an No. 2 Factory.

Now it’s time to pack up Qimonda’s patents, gather Qimonda’s remnants, and pick out Qimonda’s equipment. First, switch from niche storage to DRAM, and then run at a low speed through this period of war, and then take a look. Is there any trash to pick up...

After saving for several years, the patents I picked up are enough to protect myself from infringement. Maybe I can try it out.

As for who will be at the helm of Lin'an No. 2 Factory that may be spun off...

Although Fang Zhuo asked Mr. Luo on the phone, he already had a recommended candidate in mind.

Liang Mengsong had previously mentioned his friend Gao Qiquan, who is now the general manager of Huayake, before joining Ice Core, a figure regarded as the "godfather of DRAM" in Baodao.

Huayake itself also has a relationship with Qimonda. It is a foundry jointly established by Qimonda and Nanya Technology in 2003.

Qimonda's decline last year was very obvious. This year, Huayaco had to introduce replacements. In the end, Micron acquired 35.6% of Qimonda's shares for US$400 million.

At this point, Huayaco was also faced with Qimonda’s bad debts and had to first get an emergency loan from Micron.

Fang Zhuo briefly chatted with Gao Qiquan twice and had a good initial impression, but he was not sure how the other party felt.

The current Lin'an No. 2 Factory definitely cannot invite Gao Qiquan. It has to have a framework to talk about cooperation and prospects. This task falls on Qimonda again and its 65nm process. Buried Wordline Technically, it falls on the 46nm 6F2 Buried Wordline (buried wordline) technology announced this year.

But whether Gao Qiquan can be invited, although Fang Zhuo feels that he is skillful in poaching people, he is still not sure. After all, he is already the general manager of Huayake.

All I can say is, do your best first, and then we’ll see what happens.

Fang Zhuo paid close attention to Qimonda's information and asked someone to collect its updates.

Filing for bankruptcy is only the first step, and the subsequent process may take several months. At this stage, I am afraid that no party dares to easily take over Qimonda's deal. The most likely thing is to cut off the assets and sell them.

I will be visiting Europe next month, so I happened to sign up first and comfort Mr. Luo’s hurt heart in person.

In the remaining half of November, on the one hand, the MIGA fund is slowly recovering on the golf course, and on the other hand, there is still a steady stream of news about various manufacturers laying off employees or going bankrupt.

Compared with his previous busy schedule, Fang Zhuo has greatly eased his schedule and only maintains a frequency of flying about once every three days to attack key manufacturers and projects.

This continued until the end of the month. When he flew back to Silicon Valley from Chicago, Lawson, the head of the personnel department, informed him of the last good news in November - Nokia was laying off 600 people in its marketing and R\u0026D departments.

"Good thing, um...Nokia doesn't create Trojan horses, does it?"

Fang Zhuo's first reaction was that he was a little worried after being happy, but then he thought about it, Nokia was the type to be Trojanized.

What's more, Mars and iPhone are on the market, and the other party insists on resistive screens with disdain, so there should be no problem in accommodating heartbroken employees.

But he also gave additional instructions to Lawson, the head of human resources: "If any R\u0026D engineers from Nokia come over, please remember to tell me. I want to hear the true ecological situation within Nokia."

Lawson noted that she had been very busy recently and did not forget to pay attention to an important issue facing the company today: "Mr. Fang, how is our lawsuit with Nokia?"

Fang Zhuo responded with a smile and quoted Apple's response to Nokia's lawsuit that he had just seen two days ago: "This problem will be properly resolved."

It’s also a patent issue, and Apple is also a defendant, but I haven’t heard of any negotiations. I wonder if it will wait until the legal proceedings are completed.

Judging from the judgment of the Legal Department, it is not easy for Yike and Apple to win. For routine disposal, everyone should sit down and negotiate. However, the price after the legal process will definitely change significantly.

In the evening, Fang Zhuo invited several heads of the R\u0026D center to have a meal together to discuss the changes brought to Yike in the past two months, as well as several adjustments to department functions.

Today's Yike, mobile phone R\u0026D + chip design + cutting-edge functions + cooperation with friends and business partners is the main body here in Silicon Valley.

Because more than 200 new employees have been hired in two months, there will be further expansion in the future. In addition to renting the building next door, more detailed research directions and investment budgets also need to be come up.

In addition, there is only the last month of the calendar year left, and the launch of these tasks must also be put on the agenda.

As a company that has grown despite the economic crisis, the atmosphere of this dinner was quite pleasant.

Near the end, secretary Liu Zonghong came over and told the latest news from China. Mr. Dahuang disappeared again. It was said that it was related to manipulating the company's stock price.

Fang Zhuo was startled, and the feeling of sadness came to his heart again. His old friends were withered. This second entry into the palace must not have anything to do with him: "The economic crisis is appalling, the pressure is too great, and the stock price is manipulated."

Liu Zonghong also sighed. Although he was abroad with Mr. Fang, the news about Dangdang's betrayal and Mr. Huang's fall seemed to be happening in front of him. After all, the environment was not good and the people he met were unkind.

I don’t know when I’ll see you next time.

I don’t even know what will happen to Gome. It won’t go bankrupt, no, no, no.

I have a bad cold, socializing and drinking, alternating hot and cold, feeling dizzy, take some medicine and sleep first, see you tomorrow.