Technology: Start by selling mobile phones

Compared with the pessimism and excitement of the outside world, the inside of "Yellow River Storage" seemed very calm after learning that it was included in the "entity list".

This was due to Mo Ran greeting Li Zhi many times in advance. Li Zhi and the senior management were already mentally prepared.

Of course, private discussions among ordinary employees are inevitable.

In the "3D-NAND" flash memory particle production workshop, several technicians gathered together to discuss during a break.

"Hey, this old beauty still attacks us!"

"Yes! But this is to be expected. We have been in the limelight recently, especially after the exposure of 32-layer '3D-NAND'. It is difficult to avoid people's attention. It's just... but I'm afraid our days will not be the same." It’s better.”

"Well, after I saw the news last night, I carefully looked at the blockade terms of the United States. From now on, not only will we be able to purchase raw materials such as wafers from domestic sources, but we will also be unable to purchase high-end production equipment and photolithography machines... We are really in trouble now!”

"Hey! I don't know how we should respond next? I originally thought that the senior management would organize a staff meeting or something like that today, but I didn't expect that there has been no movement yet... I don't know if the senior management is panicked or something."

As they said that, several people suddenly looked at Wang Wenbo beside them.

Since the last time he accidentally improved the yield rate of 32-layer flash memory particles, Wang Wenbo not only received a cash reward of 5 million, but his job position was also promoted from the previous production technician to workshop team leader.

Everyone admired Wang Wenbo's special contribution and hurriedly asked:

"Team leader, do you have any inside information? How should we deal with it next?"

Of course, Wang Wenbo’s level does not have access to core information.

However, he saw things very clearly. He gently placed a basket of materials on the production table, then shook his head and said with a smile:

"I don't have inside information either."

"But, I think we shouldn't worry too much. We can all feel in advance that the United States is going to block us. Can't Mr. Li and the others see it? There is a high probability that they have already made a plan."

"Let me tell you what we have to do and what we can do now is to do the things we are doing in a down-to-earth manner. Don't think too much and don't make things worse. This is considered a contribution to the company, isn't it?"

Everyone couldn't help but nod.

After a while, a young technician echoed:

"Indeed, I saw a very popular saying on the Internet recently. The more the enemy targets us, the more it means we are on the right path!"

"The senior management, Mr. Li, must be under great pressure, and what we can do now is to do the job at hand in a down-to-earth manner, and follow Mr. Li's arrangements for other matters!"

"Yes! We can't mess up at this time. Doing our job well is the best support! In this way, I won't take a rest at all. Let's talk. I'm going to prepare for the afternoon's work. How can I support the factory at this critical moment? stand up!"

"I won't rest either. I'm going to prepare the photoresist I'll use in the evening and then move it in."

"I am coming too!"

Wang Wenbo smiled slightly and did not participate in their discussion anymore. With a smile on his face, he picked up another basket of materials and placed them on the production table...

And the other side.

After learning that "Yellow River Storage" was included in the "Entity List", executives in Yanguo District such as Samsung, Micron, and SanDisk breathed a sigh of relief, and their faces showed long-lost smiles.

On August 13, the day after Lao America announced the list, five companies led by Samsung and SanDisk held another meeting, this time using a video and telephone conference.

At nine o'clock in the morning, the presidents of five companies connected to the TV telephone system on time.

"Congratulations to everyone, the first and most important step of our plan has been achieved."

"'Yellow River Storage' was not unexpectedly included in the 'Entity List,' which means that they will not be able to develop overseas markets in a short period of time, threatening our overseas interests."

"Moreover, when their production equipment is restricted, both production capacity improvement and more advanced technology research and development will be affected! Therefore, our next focus is..."

"Continue to maintain the current low price of '3D-NAND' flash memory particles and continue to compress their living space in the Yanguo market!"

On the screen, the person speaking was the president of SanDisk and one of the initiators of this campaign against Nietzsche: Porter.

Regarding "Yellow River Storage", his position has never changed like that of the presidents of Micron and Samsung. It is very tough.

"Don't worry, President Potter. Now that the 'Yellow River Storage' has been included in the list, their life will not be easy in the future. Of course, we must pursue the victory and continue to strangle them in the Yan Kingdom."

Even the president of Hynix, who had been opposed to price cuts before, was all smiles. Obviously, the inclusion of "Yellow River Storage" in the "entity list" made him feel relieved.

Not only him, but the presidents of Toshiba and Micron also expressed their agreement.

In the end, everyone’s eyes fell on Samsung President Lee Moon-hyun.

Li Wenxuan, who has always been serious, also showed a rare smile at this time.

"I naturally agree with President Porter's proposal. We will try every means, even sacrificing immediate interests, in order to completely restrict the development of the Yellow River Storage. We must stick to it."

"but……"

As he spoke, he paused and looked at the four people on the screen.

"But everyone, the more critical the time is, the less we can take it lightly. They have now received 5 billion in official support from the Yan Kingdom. Although it is stretched, we must speed up technological research and development and strive to completely leave them behind within a year. Behind you."

"This is the key to our final victory!"

Everyone was stunned for a moment and then reacted.

Although Li Wenxuan didn't speak too clearly, the meaning of his words was clearly expressed.

really.

Although "Yellow River Storage" is now restricted, production capacity and the purchase of new equipment will be greatly affected, and more energy and funds will be involved in equipment.

But if you really want to put "Yellow River Storage" to death, the best way is to lead "Yellow River Storage" by one or even two or three generations of technology as before, so that their 32-layer "3D-NAND" flash memory particles are completely gone. market.

In this way, "Yellow River Storage" without product competitiveness will be self-defeating!

"President Li, you don't need to worry about this. Although our SanDisk is not as fast as your Samsung, it is definitely faster than the progress of 'Yellow River Storage'. At present, our 64-layer '3D-NAND' has made good progress."

"Haha, this is the best!"

A happy and relaxed atmosphere surrounded this conference call. This may be the happiest time for the five giants in this period of time.

Soon, the five people determined the future plan for "Yellow River Storage". As the end came to an end, Samsung President Lee Moon-hyun took the lead in preparing to hang up the conference call.

"Everyone, I have a flight to the United States at 11 o'clock, so I won't talk anymore. See you later."

"good."

After the words fell, the assistant immediately cut off the video conference signal. Li Wenxuan, who had been tense in front of the camera, couldn't help but exhale slightly, looking much more relaxed.

Soon, the female assistant brought a cup of tea and whispered:

"President, the car has been prepared for you downstairs. Can you have a sip of tea and rest before we leave for the airport?"

"Um."

Li Wenxuan nodded and took a sip of tea.

Putting down the tea cup, he asked:

"Has the communication with Morgan Capital been completed? Is the time suitable for us to fly over?"

"The communication has been completed. We can arrive in New York tomorrow. The road show on our stock price will be in the morning the day after tomorrow. There is plenty of time."

Li Wenxuan breathed a heavy sigh of relief.

In fact, after "Yellow River Storage" was included in the list, his schedule became full.

As we all know,

Recently, the emergence of 32-layer "3D-NAND" flash memory particles from "Yellow River Memory" has caused considerable fluctuations in the stock price of Samsung Electronics.

As a listed company, Samsung Electronics is not only backed by South Korean chaebol capital, but also by countless Wall Street capitals.

Faced with the continuous decline during this period, Samsung Group headquarters is under great pressure, and the Wall Street capital behind it is also showing a lack of confidence.

Therefore, after "Yellow River Storage" was "listed", Morgan Capital, one of the capitals behind Samsung Electronics, invited Lee Moon-hyun to come to the United States to conduct a roadshow in person.

What is a road show?

The road show is for everyone to sit together and answer various questions from investors face to face. Its purpose is to increase Wall Street capital's confidence in "Samsung Electronics" and stabilize the stock price to reach new highs.

certainly.

If we follow past practices, the president of Yanguo District like Lee Moon-hyun will naturally not show up at the roadshow in person. However, the situation is tense at this time. In just two months, the stock price of "Samsung Electronics" has fallen by 28%. Lee Moon-hyun is under tremendous pressure. So I agreed.

Thinking of this, he looked at the assistant aside and asked in a low voice:

“What’s going on with our stock price today?”

"It went up pretty well today."

The assistant obviously knew what Li Wenxuan was concerned about, and immediately replied:

"After the news broke yesterday that 'Yellow River Storage' was included in the list, our stock price rose by 4% as soon as the market opened today, and I specifically took a look at the latest research reports and forecasts from Wall Street,"

“Whether it’s Goldman Sachs or Merrill Lynch, they all agree that our stock price will return to its peak, and even after limiting the ‘Yellow River Storage’, we may continue to reach new highs.”

Li Wenxuan rarely showed a smile, and his physical fatigue was reduced a lot:

"It would be the best if we can really hit a new high."

"Let's go, I'm ready to rest. Let's go to the airport."

…

At noon the next day, Li Wenxuan and his party landed safely at New York International Airport.

After a night's rest, on the morning of the third day, Li Wenxuan and his assistants came to Wall Street in Manhattan, New York City.

This time, "Morgan Capital" was well prepared. When Li Wenxuan and his entourage arrived at the 42nd floor conference hall of "Morgan Tower", the rather small conference hall was already filled with investors from different securities, investment banks and consortiums.

At first glance, there were at least hundreds of people.

Obviously, Wall Street capital has taken great interest in Samsung, which has been at the forefront of the storm during this period.

Li Wenxuan is also quite satisfied and has more expectations for the effect of this road show.

It can be seen that after "Yellow River Storage" was included in the list, Wall Street capital's confidence in "Samsung Electronics" doubled.

soon.

After some simple greetings, the road show officially began.

The general assistant took the lead in introducing some of Samsung's recent basic situations, and several other accompanying department heads also answered some questions.

After a while, more sharp questions began to appear, and the answerer also shifted to President Li Wenxuan.

"Mr. President, I am a researcher at Goldman Sachs. You can call me Jack."

“Recently, Yanguo’s memory chip company ‘Huanghe Storage’ has been gaining momentum in the Yanguo market. I would like to ask, does the emergence of ‘Huanghe Storage’ have an impact on your company’s orders in the Yanguo market?”

Li Wenxuan smiled slightly, then shook his head.

"I'm very responsible to tell you Jack, there will be no impact."

"Our customers are very stable and we have sufficient orders in hand."

"Okay, then I would like to ask again. As far as I know, the price of flash memory particles in the Yanguo market has dropped by 40% compared to four months ago. Now that 'Yellow River Storage' has been included in the entity list, the price of flash memory particles in the Yanguo market has dropped." Will the price of flash memory particles increase?”

As soon as these words came out, all the researchers present immediately cheered up.

Yes, they believe that Samsung's orders have not been greatly affected.

but,

Orders have not been affected, and selling prices have dropped significantly, which also means profits will face a sharp drop.

This is obviously something they care about very much - next, Samsung will raise prices to bring profits back.

Li Wenxuan thought for a few seconds, then shook his head again.

"Our current pricing is very reasonable, and there is a high probability that it will not increase in the short term."

Um?

Everyone was stunned for a moment, obviously a little surprised.

Jack on the side did not expect this answer. After a moment, he said: ""

"Mr. President, doesn't this mean that Samsung Electronics' profits in Yanguo District will be greatly affected?"

"That's the theory, but..."

Li Wenxuan suddenly pushed up the black-rimmed glasses on the bridge of his nose, then looked at Jack and said:

"Actually, I came here today to explain this issue to everyone."

"Our ex-factory price is indeed lower than before, but for the Yanguo market, we are ready to launch the latest 64-layer '3D-NAND' flash memory particles."

"The cost of 64-layer flash memory particles is lower than that of traditional 2D and 32-layer particles. Therefore, overall, our final profit will not be reduced too much after reducing costs."

"Furthermore, after the continued low prices in the Yanguo market, our orders will definitely boom, and our profits may even increase, so everyone can rest assured that they are worried about future profits."

Is 64-layer 3D-NAND about to be launched?

This news shocked countless people present.

Of course everyone knows that Samsung already has 64-layer technology reserves, but when 32-layer "3D-NAND" has not been promoted on a large scale, Samsung will obviously not bring 64-layer "3D-NAND" to the market.

It seems.

This time "Yellow River Storage" still puts a lot of pressure on Samsung.

Countless researchers present quickly figured this out and looked at each other with a smile.

However, after the slight ridicule, everyone's thoughts focused on Samsung's future stock price. If it is true as President Lee Moon-hyun said, Samsung's profits will still be considerable in the future.

Returning to the top is not a big problem.

Jack just now also figured out the key, with a bright smile on his face.

He nodded towards Li Wenxuan.

"Mr. President, I understand, thank you."

"You are welcome."

Li Wenxuan was in a good mood, and he couldn't help but reveal a faint smile.

In fact, he had thought about these contents in advance.

Being able to announce to the world's top investment elites that Samsung is about to launch 64-layer "3D-NAND" flash memory particles on such an occasion will undoubtedly have the best effect on Samsung's stock price.

As he spoke, he glanced at everyone present, preparing to incite everyone's emotions again.

"Everyone, I am actually as concerned about our Samsung stock price as everyone else."

"Our stock price has fallen by nearly 30% in the recent period, but I would like to use a professional term, our decline this time is undoubtedly an excellent 'golden pit', and now is the best buying opportunity."

Golden pit?

The conference room suddenly burst into laughter, and everyone had a smile on their faces.

What is the golden pit?

The golden pit refers to a rare buying opportunity when a stock suddenly falls due to external negative influence during its rise.

This kind of opportunity is once in a lifetime and can be said to be an opportunity that countless investors dream of.

And now.

Judging from the news revealed by President Lee Moon-hyun today, Samsung Electronics’ current decline is indeed a bit like a “gold pit.”

"Yellow River Storage" was included in the list.

Samsung Electronics is going to release 64-layer “3D-NAND”, and profits will definitely continue to rise in the future.

Isn't this a golden pit? !

Thinking of this, everyone couldn't help but talk louder. Many people even opened the stock software on the spot to carefully analyze Samsung Electronics' stock price again, and the atmosphere immediately became lively.

Li Wenxuan saw this and was very satisfied.

What was his purpose of traveling all the way to Wall Street?

Isn't it just to bring confidence to the capital market? Isn't it just to make capital believe that Samsung Electronics will continue to monopolize the world without being affected by it?

Now it seems that the effect is good.

"Everyone, do you have any questions to ask next?"

The words fell,

The atmosphere in the conference room became more enthusiastic. After Lee Wen-hyun exposed the news of 64-layer, everyone wanted to get more news about 64-layer "3D-NAND" particles.

"Mr. President, I am a researcher at BlackRock. Can you elaborate on the current situation of 64-layer flash memory particles?"

"For example, production capacity, product type..."

Everyone immediately fell on Li Wenxuan, especially those industry researchers who are professional in the memory chip industry.

"sure."

Li Wenxuan finished speaking, but at this moment, a soft cry suddenly came from the left corner of the conference room.

"Huh……?!"

"What's happening here?"

…