Technology: Start by selling mobile phones

Mo Ran soon also learned about the price increase of NAND flash memory particles.

He wasn't worried at all, and even couldn't help but raise the corners of his mouth, revealing a bright smile.

He knows very well what is the biggest hidden danger of his own 32-layer "3D-NAND" flash memory particles?

That is a yield rate of only 42.8%.

Don't look at the fact that "3D-NAND" flash memory particles have been mass-produced on a large scale. This is based on the recent surge in flash memory particles in the market.

Once the market for flash memory particles drops, the large-scale mass production of Huanghe Storage's "3D-NAND" particles with a yield rate of 42.8% will have problems.

Fortunately...

It seems that in the current market, all the flash memory particle giants in the world are pushing for price increases, which is exactly what they want.

"Let it rise, let it rise. The longer it rises, the better, the higher it is, the better. The longer your '3D-NAND' moat is, the higher it will be..."

"And once the yield rate increases to another level and production capacity is fully released, then the 'Yellow River Storage' will really take off."

…

The trend of price increases soon affected Xiaomi Group.

May 16,

On the fifth day after the price increase of flash memory particles, Xiaomi was completely moved when seeing major manufacturers on the Internet raising the prices of "TF memory cards".

There is no way, according to the original plan, Xiaomi is preparing to stabilize the price at 199 yuan to coincide with the launch of "Xiaomi 8" in early June.

But now!

Not only is the price of the 128GB "Xiaomi TF Memory Card" nearly 50 yuan different from other first-tier manufacturers, but the 256GB price difference is even more than 60 yuan!

the most important is!

Continuing to withstand the pressure without raising the price, the sales volume of "Xiaomi TF memory card" has exploded in the past few days!

The inventory can no longer hold it!

Even though "Yellow River Memory" is already at full capacity, and even though the "3D-NAND" production department's production capacity is rapidly expanding, the production capacity of the "TF memory card production department" is still slightly behind Xiaomi's sales speed!

Finally, on May 17,

After comprehensive consideration, the price of "Xiaomi TF memory card" has also been adjusted for the first time, and the four capacities of the whole series have increased by 15-30 yuan.

It’s not just Xiaomi that wants to raise prices.

May 17, afternoon.

Fang Lin from the operations department also approached Mo Ran again and asked almost the same question as the last time - should our "Jinghong Series" TF memory cards also increase in price?

"Why doesn't it go up?"

"Raw materials are rising, everyone is rising, and we should follow suit."

Hearing Mo Ran's answer, Fang Lin couldn't help but swallowed.

She knows very well that the purchase price of the "Jinghong Series" memory cards purchased by Nietzsche from "Yellow River Storage" has not increased. If it increases again, even if it has a capacity of 128GB, the profit from selling one will probably be as high as 70 yuan!

"Mr. Mo... I proposed a price increase last time because the price at that time was still acceptable."

"But if it goes up again now... I think if our prices are more stable at this time, our sales will definitely be better, and the overall profit will not necessarily be worse than after the price increase."

Mo Ran smiled, he understood Fang Lin's confusion.

Now NAND particles are rising too fast, and the prices of all storage electronic products have also risen rapidly in a short period of time.

Such a pace and such a price range were unacceptable to Fang Lin for a while.

However, he did not explain much and said after smiling slightly:

"No, we can just follow the price increase and follow the first-tier manufacturers' prices."

"As far as I know, isn't the price of Xiaomi's TF memory card lower than ours? Xiaomi can just make the money."

Of course, Fang Lin didn't understand the deeper meaning of Mo Ran's words, but Mo Ran had already answered affirmatively, so she had no choice but to follow suit.

"Okay, Mr. Mo, let's follow their lead and increase the price as you wish."

"Um."

On the morning of May 18, Nietzsche’s “Jinghong Series” memory cards also officially announced a price increase.

After the 128GB capacity was adjusted from the initial 229 yuan to 245 yuan, the current price is 258 yuan.

After the 256GB capacity was adjusted from the initial 438 yuan to 468 yuan, the current price is 488 yuan.

After the 512GB capacity was adjusted from the initial 729 yuan to 769 yuan, the current price is 799 yuan.

This price can be said to be very high, but what is even more outrageous is that the prices from manufacturers such as SanDisk and Samsung are 10-30 yuan higher!

The slightly high price did affect a certain amount of sales, but despite the overall price increase in the market, demand was still huge, and sales declined but not much.

Mo Ran quietly enjoyed the industrial dividends created by industry giants, and Nietzsche also quietly followed the market giants to sell products in a low-key manner.

During this period, the development of Nietzsche's new "laptop" continued.

"Runfa" has produced a batch of notebook computer motherboard samples and started testing. The production equipment of "Wanglong Electrical Appliance Factory" is basically in place, and the molds have been opened. Now we are waiting for the first batch of engineering prototypes to be confirmed and started testing...

the other side.

HK, 32nd floor, Victoria Harbor.

Camilla Sam, whom she hadn't seen for a long time, looked down at the documents in her hand with a sullen face. Next to him was Su Ming, an intelligence officer from the US Department of Commerce in Hong Kong.

"Mr. Sam, we collected all their recruitment information in the past year, and finally found a clue."

"They have recruited a top talent in the field of storage chips - 'Zheng Qian', and 'Yellow River Memory' has increased its wafer purchase orders significantly in the past two months, possibly because of him."

What Sam was looking at at this time was the information about Zheng Qian.

It’s been almost a month since I came to HK.

Since the last time he discovered in the intelligence that "Yellow River Storage"'s wafer purchase orders have increased significantly in the past two months, he has been pursuing the real reason behind it.

but.

"Yellow River Storage" is too low-key, and there is not much effective intelligence. It can only collect various intelligence bit by bit and then conduct intelligence analysis.

finally.

After more than twenty days, I finally found a breakthrough while peeling off the cocoon.

"Zheng Qian, master of microelectronics from National University of Science and Technology, master of physics from Rensselaer Polytechnic Institute, world's top engineer in '3D-NAND' flash memory particle technology..."

Sam frowned even more while looking at Zheng Qian's resume.

It was really hard for him to imagine how such a top talent could suddenly join a "Yellow River Storage" company that had been established less than two years ago.

In particular, he even joined Huanghe Storage after receiving an offer from Hynix.

"Can you tell me what ability they rely on to attract such top talents?"

"Can."

Su Ming nodded and said:

"It is said that 'Yellow River Storage' gave him a salary of 100 million in three years."

One hundred million in three years?

Sam's expression changed slightly, and a glint suddenly flashed in his eyes.

But soon, his expression calmed down and his attention returned to the information provided by Su Ming.

"Zheng Qian, top 3D-NAND engineer..."

"So you think this person should have made a major breakthrough in '3D-nand' technology, which allowed 'Yellow River Storage' to have the ability to produce NADN flash memory particles, thus purchasing and consuming a large number of wafers in the past two months."

"That's right!"

Sam is not only a consultant to the Ministry of Commerce, but also very professional in the chip field.

Just by looking at the information, I immediately deduced everything.

"That's right."

Su Ming nodded and added:

"And I checked specifically and found that the NAND flash memory particles used by 'Yellow River Storage' have been purchased in large quantities from 'Hynix'."

"But just two months ago, the flash memory chips they purchased from Hynix suddenly decreased significantly. Last month, there were only 300,000 chips!"

"Comparing their shipments of 'TF memory cards', this purchase quantity simply doesn't match up!"

"The only possibility is that 'Huanghe Storage' has already produced its own NAND flash memory particles and started mass production, so there is no need to purchase external flash memory particles!"

"Only in this way can they perfectly cope with the surge in wafer purchases in the past two months!"

Sam's eyes turned serious and he nodded heavily.

Although he didn't have a complete picture of the whole game, based on years of experience, he also believed that Su Ming's judgment was most likely correct.

But!

I didn't expect that...

I originally came to HK to investigate and understand the chip research and development status of Nietzsche's company, but I didn't expect to find out such secrets secretly.

As a professional who understands the chip industry, he certainly knows the importance and advancement of "3D-NAND" flash memory particle technology in today's memory chip field.

No, it should be of absolutely supreme and decisive importance in the entire chip field in the world!

As the cutting-edge technology for the future development of "flash particles" (storage chips), only two companies in the world, Samsung and Micron, can produce them!

And now!

A chip company from Yanguo, a chip company that was established less than two years ago, also conquered it. How could this not be shocking!

Thinking of this, Sam's eyes narrowed slightly, and the fierce light in his eyes could no longer be hidden.

After a moment, he looked at Su Ming and whispered:

"Don't make any noise about this matter yet, I need conclusive evidence!"

"If it is true, as you said, that they have been able to produce '3D-NAND' flash memory particles, then their products must be the '3D-NAND' flash memory particles they produce!"

"You go buy some of their products, and then use them for technical analysis to see what kind of flash memory particles they are."

Naturally, Su Ming would not object and immediately agreed.

However, just as he was about to say goodbye and leave, Sam suddenly called him again.

"By the way, no one in the market or any company knows about this?"

Su Ming shook his head, his expression quite solemn.

“For some unknown reason, ‘Yellow River Memory’ did not make any publicity reports. Now all chip companies should not know that they can produce ‘3D-nand’ flash memory particles.”

Sam was silent again for a moment, and finally slowly raised his head and said:

"Well, you can inform the president of SanDisk Yanguo about this matter. As the largest "memory chip" company in Yanguo in the United States, they need to know this news."

"At the same time, let them cooperate with us and help with some technical analysis!" They need to know this news. "

"good."

After saying this, Su Ming left, leaving Camilla Sam alone in Nuoda's office.

He was quietly looking at the murals on the wall. Under his deep eyes, no one knew what he was thinking.

After a few minutes, he picked up a black pen and slowly wrote:

"'Little Horse Crossing the River NPU chip', '3D-NAND' flash memory particles?"

"Low-key and patient."

"A serious problem!"

…

the other side,

Magic City, SanDisk Yanguo District Headquarters.

Porter Haney has been in a very good mood these past few days.

With the recent two consecutive price increases of "flash memory particles", there is no doubt that the memory chip industry has entered a boom cycle.

As one of the top companies in the industry, it goes without saying how fruitful his life as president will be after entering the business cycle.

but.

At this time, his happiness was not limited to this, but also partly came from the "Yellow River Storage".

Just after the morning and evening meeting, Chen Yue, who is in charge of SanDisk's external business department, accompanied President Porter back to the office.

After a while, the office was filled with smoke, and a top-quality cigar from Cuba exuded a charming tobacco aroma and scattered throughout the office.

"Chen, how are you doing lately?"

"I haven't paid attention to Xiaomi's situation for a long time. Are their 'TF memory cards' out of stock after this second price increase? Has 'Yellow River Storage' supplied them?"

Chen Yue was also sitting on the large leather sofa in the office at this time. On the coffee table in front of him was a cup of coffee from Italy.

"President Porter, Xiaomi's memory cards are not out of stock right now, but... I guess they are at the end of their rope."

"The ex-factory price of 'Yellow River Storage' is 175 yuan for 128GB. After this price increase, their production cost should have reached about 182 yuan. In other words, according to the current price, they are already losing money on each unit they produce!"

"Ha ha!"

President Porter smiled unabashedly.

"Not necessarily. They only lose 7 yuan when producing one piece. What if 'Yellow River Storage' is willing to lose money?"

Of course, Chen Yue heard that what Porter said was ironic, and smiled and said:

"Then they will lose a lot."

"They still have four months to guarantee the price with Xiaomi. According to the most basic agreement, they still have to produce 4 million copies. Even at the current price, they will lose at least more than 20 million!"

"Besides, if the current market continues, the price of flash memory particles is expected to increase next month!"

"So... they can't hold on much longer!"

"Ha ha ha ha!"

President Porter smiled even more.

To be honest, losing money at "Yellow River Storage" has no practical significance for him, but it feels really good to have everything under control against competitors.

From the beginning, the so-called terms were a trap set by myself. Now, it is time to close the net.

After taking a deep breath of the cigar, he looked at Chen Yue.

"Next, please contact Xiaomi more. If 'Yellow River Storage' defaults, we will immediately contact Xiaomi and grab their orders directly!"

"Yes, President, I know."

"Also, don't worry..."

Potter stood up from his chair, with a sinister look in his eyes.

"You should contact lawyers and reporters. Once 'Yellow River Storage' breaks the contract and stops supplying goods, on the one hand, Xiaomi must be reminded to pursue liability and compensation and file a lawsuit in court!"

"On the one hand, we need to find someone to report this matter immediately... We want all Yanguo people to see how the domestic enterprise 'Yellow River Storage' is losing money and being embarrassed!"

There was also a smile on Chen Yue's lips.

These are the basic tricks used by foreign capital to deal with domestic enterprises, and he has long been familiar with them.

He gently picked up the coffee on the coffee table and took a few sips, then stood up and left.

But at this moment, the phone on the president's desk suddenly rang.

He paused and looked around, and saw that President Porter's face suddenly turned serious after a few seconds, and then his serious expression suddenly turned into confusion.

When the call was finally hung up, one could even clearly feel the fear on President Porter's face.

Chen Yue was a little surprised.

At this moment, President Porter Hanny looked at him with no trace of expression on his face.

"Chen, we were fooled!"