Intel CEO Pat said in front of the media, "Tower Semiconductor's business has not grown enough in recent years, mainly due to vicious competition from some semiconductor manufacturers. However, its professional technical capabilities, broad geographical coverage, and deep customer relationships have helped Help expand Intel's semiconductor manufacturing business and advance our goal of becoming a global semiconductor leader.
Our company will build new factories in Europe, America and other regions within three years to increase production capacity as quickly as possible. "
Although everyone knows that the reason why Intel took such a big action is because Pingguo abandoned it and gave it a sense of crisis.
But as soon as it was put in the report, it was overtly and covertly related to Daxia.
In the past two years, Intel has entered a radical expansion mode under the leadership of its CEO Pat.
In March 2021, it was announced that it would invest US$20 billion to build a wafer fab in North America, and also launched a US$1 billion fund to establish an foundry innovation ecosystem.
The front step was to solve the Anxi problem, and the back step was to expand factories in Europe and the United States. Not only did it get things done, but it also showed loyalty and set the flag.
North America and the European Union have also introduced their own chip bills, planning to invest US$52 billion/€43 billion to encourage local semiconductor production. At the same time, global semiconductor leaders such as TSMC, Texas Instruments, and Intel have raised their capital expenditure guidance, and global semiconductor production capacity is experiencing a new expansion cycle.
Coincidentally, AMD followed suit and officially announced on its official website that it had completed its acquisition of Xilinx in an all-share transaction.
Everyone knows the name of AMD, but few people know about Xilinx, a little-known "small company".
Officially, it is the world's leading provider of complete solutions for programmable logic. It is also an advanced R&D company of software design tools.
Even in 2018, it acquired Shenjian Technology, a star startup in the field of AI chips in Daxia.
Regarding the acquisition, AMD President and CEO Su Ma said: "The acquisition of Xilinx brings together a series of highly complementary products, customers and markets, as well as differentiated IP and world-class talent, bringing together our To become the industry leader in high-performance and adaptive computing. Xilinx’s leading FPGA, adaptive SoC, artificial intelligence engine and software expertise will empower AMD to bring a strong portfolio of high-performance and adaptive computing solutions , and help us capture a larger share of the foreseeable approximately $135 billion market opportunity in cloud computing, edge computing and smart devices."
The former Xilinx CEO chose to join AMD as president of the newly formed Adaptive and Embedded Computing Group.
He said excitedly in front of the media: "The combination of AMD and Xilinx will provide a very comprehensive portfolio of adaptive computing platforms to power a wide range of intelligent applications, thereby accelerating our ability to define a new era of computing."
Su Ma is laughing and Lao Huang is crying.
Last year, SoftBank Group announced that it had agreed to sell chip design company ARM to chip giant Nvidia for up to $40 billion.
This deal has been criticized since the moment it was exposed. After all, ARM is too big in the field of semiconductor chips. If Nvidia really eats ARM, Nvidia will instantly become the strongest semiconductor company in Europe and the United States, and even from a certain point of view. In a sense, it can decide the life and death of many chips with one word.
It is conceivable that such an important transaction will ultimately fail. SoftBank will receive a "breakup fee" of up to US$1.25 billion and plans to list ARM before the end of the year.
At the same time, NVIDIA's performance in the capital market naturally suffered a blow, with its stock price falling by more than $30.
However, Nvidia is not in a state of decline. The failure of this acquisition will only hurt its muscles and bones at best. After all, N-series graphics cards are one of the best in the field of gamers and servers, and have the highest market share.
Originally, Korean stars released new mobile phones and received a lot of attention through crazy advertising around the world. After all, even if Korean stars have bounced around a few times, they have still cultivated some brand fans over the years.
However, with the efforts of NVIDIA, AMD, and Intel, the popularity of the Korean Galaxy S22 series suddenly cooled down. When it was officially launched on the 25th, Korean mobile phone stores around the world, except Korea, were almost empty.
Although Korean stars have poured money into the airlines' blacklists and provided "detailed explanations". Only the mobile phones involved in previous accidents have been banned, while other mobile phones can be used on planes normally, but customers don't seem willing to buy it.
Or is it just a matter of waiting and watching?
After all, it is not necessary to use Korean mobile phones these days. Daxia’s mobile phone manufacturer Pingguo Mobile has provided a very good experience to global users in recent years.
As soon as this user calmed down, the top management of Korean Star Group could no longer calm down.
Li Zairong no longer knows how many sedatives he needs to take every day to keep his mood normal, and many senior executives of Han Xing's mobile phone department have been fired.
If Han Xing Semiconductor hadn't had many orders from foreign companies, I'm afraid Han Xing Semiconductor's executives wouldn't have been able to escape the outcome of being optimized.
This is why a skinny camel is bigger than a horse. Even if the world is in decline, Korean mobile phone brand influence is still among the top ten in the world. Semiconductors are beaten by Daxia Semiconductor and TSMC, but after all, they are also among the top three foundry companies in the world. No matter Make money from lack of orders.
After this battle, Li Zairong also wanted to understand one thing.
Fighting against the mobile phone industry with the Daxia group of mobile phone manufacturers and Pingguo Baba was not only thankless, but also easy to get into trouble. So after taking a sedative for a few days, he held a high-level meeting of Korean stars and decided to transfer the group The focus of scientific research is on the semiconductor manufacturing business, not only wafer manufacturing but also chip foundry, Korean stars must be at the forefront!
Of course, this decision is not a final decision. The European and American major shareholders received the report from Mr. Li before the meeting. The content is a bit long, but his heart is very loyal.
To sum up, Daxia Semiconductor is eyeing it, TSMC has production capacity constraints, and Intel, AMD, and Nvidia chip production capacity is insufficient. Korean Star is willing to make another push to expand production capacity and improve technology. The adults will receive more than 90% of the dividends, okay?
Among the heads of so many business giants and technology giants around the world, Li Zairong's attitude cannot be said to be low, it can only be said to be extremely humble.
But he also told the truth. The Li family is the apparent head of Han Xing, but Han Xing's shares have long been sold to foreign investors. The Li family's current control of management rights is the result of compromise between all parties.
But being a dog, as long as the owner is strong enough.
As the situation develops, the global semiconductor industry continues to see sky-high acquisitions and new product research and development.
The competition among giants in the semiconductor industry has set off an unprecedentedly fierce "technology war."
