(Industry trends, don’t jump if you don’t like it)
Anmeng and Huang Renxun chatted for a long time until the sun set.
In the end, the External Relations Department of the President Office of Jiuzhou Technology received letters from foreign companies represented by Qualcomm, Nvidia, and Pingguo.
The contents of the letters are more or less the same, and the wording is not like the Fortune 500, but more like the "sincerity" of a Daxia supply chain company.
Looking at the documents sent from the CEO's office, Gu Qing almost wanted to laugh.
“An elite who can’t even speak his hometown dialect, a chip design company that has always wanted to suppress Daxia’s semiconductor industry, and a wallflower who makes a lot of money from Daxia’s market but keeps swinging back and forth.
You three want to join now. Even if I agree, companies like Xiawei and Beijing North will not agree. "
However, it was a joke that Gu Qing really had no intention of imposing a total blockade on these foreign companies.
After communicating with Mr. Xia Wei and Mr. Wang of BYD, the President's Office began drafting a reply letter.
In just half a day, Qualcomm, Nvidia, Pingguo and other foreign companies interested in cooperation received corresponding replies.
Except for the Korean corporate chaebol.
However, after receiving the reply letter, a troublesome thing appeared in front of these companies.
"Jiuzhou Technology actually plans to hold a global partner enterprise conference? It also said that if we sincerely want to cooperate, we must apply at the conference?"
Ku Ke looked at the reply letter that only had Daxia Chinese characters on his face with a gloomy expression, feeling how out of place it was.
Which company doesn't reach a consensus first and then conduct in-depth detailed discussions on specific projects?
From the very beginning, he wanted Pingguo to take sides in front of the whole world. Gu Qing must be so whimsical! ?
"Alas, that's all that's happened so far. Isn't it just cooperation? Since Jiuzhou Technology's semiconductor strength is already a big step ahead of us, cooperation with them is not a cheap thing.
We already have a solid foundation for cooperation in Daxia, and I believe that the relevant departments will also provide us with some guarantees.
Jiuzhou Technology does not have many commercial products with high-end chip production capacity. As long as Xiaxin starts to use the best process technology to OEM our Pingguo chips, I believe that the market share of Pingguo products will usher in new growth.
Moreover, we do not have restrictions from trading countries, and the benefits we obtain will only be more than those of large Xia companies such as Xia Wei and Xia Xing.
In fact, if we had chosen to cooperate instead of closing the door, we at Pingguo might now be the well-deserved number one technology company.
But this is fine. There is a saying in Daxia called "a blessing in disguise". I believe that Jiuzhou Technology will treat our peaceful olive branch of Pingguo with caution. "
With emotion, Ku Ke has already clarified the direction for Pingguo's future development.
“Relying on our strong chip design and product global sales channels, we will strive to obtain Xiaxin Technology’s best silicon-based chip foundry production capacity this year, and obtain the cooperation authorization for carbon-based chips next year, and design our products in 2025. High-performance carbon-based chips!
Let Pingguo Company continue to be great! "
…
For technology companies, Pingguo Company indeed had great and glorious days in the past.
But when the news spread that foreign companies such as Pingguo and Nvidia were preparing to shake hands with Daxia companies represented by Jiuzhou Technology, many people seemed to feel insulted and stood up to fiercely oppose.
"We don't need the inferior products of those despicable companies in Daxia! Pingguo, after you cooperate with Jiuzhou Technology, can those products still be independent?"
"From a rational perspective, Pingguo Company has relied on innovative technology and considerate services to develop and grow to its current level. And cooperation with big Xia companies like Jiuzhou Technology obviously reflects that Pingguo's technological research and development strength is not as good as before. .
I still remember that there were reports that the chip architecture of Jiuzhou Technology Chenxing Chip copied Pingguo’s cutting-edge chip design. It seems that this statement is false. "
"No!!! Impossible! Absolutely impossible! If it is true, I will sell the Pingguo stock in my hand immediately!"
It's just that after these remarks came out, although many people liked them, more people made complaints about them.
For example, a user named "Boston Jiege" said to netizens who threatened to sell Pingguo's stocks: "Oh, where did the leeks come from, and you are so shameless here?
Didn’t you see that after the news of this cooperation was leaked, Pingguo’s stock price started to rise again? Are you still selling? Either it's mouth-high, or it's pure leeks. "
In addition, many young people who pursue trends and cutting-edge technology and have received higher education have also come forward to support.
"Are the products of Jiuzhou Technology bad? You have really been misled by the French news like bcc for too long. Now the Chenxing chips and Kirin chips produced by Jiuzhou Semiconductor Industry are among the top ten in the global chip performance rankings. If If it weren’t for big Xia companies like Jiuzhou Technology and Xiawei not to release too many chip details, I’m afraid that both Snapdragon and Pingguo chips would be beaten down.”
"These people who oppose cooperation must not play games. Have you ever been in the spiritual realm ecology?
The modeling and sense of immersion are ahead of countless 3A masterpiece production companies. Even R Star, the pinnacle of our gaming industry, has been seeking cooperation opportunities to enter the spiritual realm ecology.
Oh, you may not even know what spiritual ecology is, just like those old congressmen who oppose it for the sake of opposition. We don’t even know the news that our Yuan Universe has been left behind by the Great Xia Spiritual Realm ecology. "
"I feel a little sad when I see your speech. Daxia has surpassed us in semiconductor and virtual reality technology, but most of us don't want to surpass, but to attack our companies that want to develop. "
"Sigh, if these high praise comments can actually check the information in depth, we will know how difficult it is to apply for international student quotas in the top engineering universities in Daxia.
The professional courses jointly offered by schools such as Harbin Institute of Technology and Xiamen University of Technology and companies such as Jiuzhou Technology and Xiaxin strictly restrict nationality. My senior students have always been top students and cannot enter these majors with scholarships.
I heard that this senior is now applying to enter the factory of Xia Xin Technology. He will then enter the research laboratory through the factory to try to see if there is a chance to learn Kyushu semiconductor technology. "
"I agree with companies like Pingguo cooperating with Daxia Jiuzhou Technology, so that they can have the opportunity to obtain the most cutting-edge semiconductor industry technology."
Reasonable speeches are becoming increasingly rare on social platforms like Zite.
Those irritable speeches that can attract attention and arouse users' emotions are becoming more and more common on social platforms controlled by Western capital such as ZTE.
But what is somewhat surprising is that after reporting these news, the North American media did not conduct follow-up in-depth reports.
They are still reporting on the big news on abortion, abortion, and elections.
Uncle Sam is dizzy and unable to do anything at all.
At a certain meeting, the old god even said: "Gu Qing is a smart and good boy. He will understand the mistakes we have made and admit his own mistakes.
May God bless him with good health and contribute more technology to the world. If he needs resource help, we can provide him with a lot of money and invite him to travel to the island.
Well, I think this is a Christmas gift that every young person would like to get. "
Really, if it weren’t for the identity and status, many people would call him omg!
"Aliens are invading the earth? Or is Gu Qing, the founder of Jiuzhou Technology, an alien?!"
"Brainwashing? Hypnosis?"
"This is the joke of the century! Ridiculous and stupid!"
This speech at the meeting made countless people and media reporters unable to believe their ears.
The elite who looked serious one second became the "kind neighbor grandpa" the next.
Even former chief physician Jackson stood up and told the media that Uncle Sam's cognition was gradually becoming abnormal and he might not be satisfied with his term of office.
Some people even went so far as to trace the genealogy and blood relationship between the two people, hoping to find some clues.
In the end, the topic gradually cooled down and disappeared amid the quarrel.
Today, the competition between technology and business, as well as the back and forth in military and political affairs, have caused very obvious divisions among the people.
Emotional labels and capital-led public opinion have made fewer and fewer people able to calm down and analyze the situation.
Even at the top of large multinational companies, there are many people who cannot see the situation clearly.
Such as TSMC.
When they heard the news that Han Xing Electronics' semiconductor factory was shut down, TSMC executives were very happy.
Some people even think that they can use production capacity to blackmail companies such as Pingguo and Nvidia to increase order prices.
But who would have thought that instead of grabbing their own share, these chip design companies would choose to cooperate with Daxia Semiconductor and seek OEM services from Daxia's silicon-based semiconductor companies.
That is to say, after this news came out, even if TSMC and AS-ML handed over a beautiful second quarter report, they could not escape the fate of stock price fluctuations and declines.
Wei Zhe, President of TSMC, quickly stood up and said: "The demand for smartphones, PCs and consumer electronics products represented by companies such as Pingguo and Nvidia has weakened, and the supply chain has entered the destocking stage, but the demand for data centers, automotive electronics, etc. is stable.
TSMC will reallocate production capacity to adapt to current market conditions. "
As soon as this strange report came out, Ping Guoku made an angry phone call.
Later, TSMC President Wei Zhe hurriedly stood up and told the media: "Many media friends and users have misunderstood my words. What I mean is that there is a gap between the current international market demand for top-notch advanced semiconductor chips and the demand for ordinary products.
Take Pingguo Company as an example. What they need are more advanced semiconductor chips. For the sake of user experience, they will choose multiple semiconductor industry technologies to try to use them. This is all to give users a better experience.
We at TSMC have always been like this. We are already developing fourth-generation semiconductor technology and have reached many cooperations with companies such as as-ml. "
After some explanation, as-ml once again entered the public eye.
as-ml's financial report for the second quarter of 2023 benefited from the Western Semiconductor Alliance's opening of Daxia, and it was also extremely outstanding, with net sales of 6.5 billion euros, a gross profit margin of 51.1%, and a net profit of 2 billion euros.
Although the amount is much smaller than TSMC, as-ml only needs to deliver less than 160 sets of equipment, while TSMC has to produce nearly 3.8 million 12-inch wafers (8-inch production capacity will be converted into 12-inch), which is converted into chips. Hundreds of billions level.
From the perspective of unit price, it is obvious that AS-ML is better than TSMC.
The president and CEO of as-ml also stated: "This year, as-ml system shipments will continue to hit a record high. Although some customers in the consumer electronics market, represented by PCs and smartphones, are showing signs of slowing demand, automobiles, High-performance computing HPC and green energy transformation are global trends, and the demand for AS-ML products is still very strong."
Moreover, the CEO of as-ml sounded much prouder than the president of TSMC.
"For the most advanced EUV lithography machines, our AS-ML has a 100% share, and the market share of DUV also has 88%. Because the technology of EUV equipment integration is extremely complex and covers a wide range of fields, it is simply impossible for other companies in the industry to rely on commercial investment EUV equipment was developed.
Daxia can only use multiple exposure methods and has a little bit of status in high-end processes. Our as-ml industry status is still unshakable. "
Western companies still don't seem to have changed their minds. They feel that although Daxia has advantages in high-end processes, it is still at a disadvantage in terms of production capacity.
And in fact?
"Thank you for your strong assistance. Our factory will definitely deliver production capacity that satisfies everyone as soon as possible!"
The person in charge of a certain BYD semiconductor factory held Luo Songtang's hands with excitement and solemnity.
Luo Songtang, who was in charge of the construction of the factory, although he had become somewhat immune to this kind of gratitude in the past two years, he still gave his entrustment sincerely.
"Our company's semiconductor industry system will be updated every month, some of which are industrial software optimization, and some of which are project equipment upgrades. Although there will not be too many problems with the original products, I still hope that your company can always pay attention to the updated news. .
Also, if those emergency messages marked in red appear, a reply and related operations must be provided within twenty minutes. "
“We are all aware of this regulation and have assigned special personnel to keep an eye on it, and have also installed your company’s reminder service.
We at BYD are very serious about your company's cooperation projects and the cooperation projects with other partners. "
After checking the production line again with the person in charge of BYD, Luo Songtang and his team left BYD's semiconductor chip factory and rushed to the next semiconductor factory funded by Yunzhong Jiulong Big Data.
That's right, BYD is not only a company that manufactures components and assembles vehicles, but also has a chip business. It has been pursuing the development principle of joint development of software and hardware and the perfect integration of cars and chips.
Cloud Jiulong Big Data is now not limited to data processing. It is also beginning to try to design chips and processors, and is increasing some production operations in the semiconductor industry, such as the processing and refining of raw materials.
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