RBCT Chapter 1153 1 Integrated Development
Chapter 1153 1 Integrated Development
"Qiu Ciyun!"
"Ji Minghua!"
"Yi Zhaoliang!"
"..."
"You guys are so nice!"
A slightly late welcome banquet, the core system in the ice core - let's call it that, a rare gathering, report to the boss and the former boss, and look forward to the future.
If a group of people from SMIC reported to the head of SMIC, it would be somewhat weird.
But it was both weird and fitting that they were reporting to the former boss.
Zhang Rujing was chatting while drinking, and at the end, he called out the names of the former vice president, former CTO, and former technical backbones. It was hard to hide his complicated feelings and gave a compliment.
Hey!
What a girl!
"Old Zhang is drunk." Fang Zhuo said with a smile, "Xiao Liu, send Lao Zhang to rest. He shouldn't drink so much when he is old."
"Who said I was drunk?" Zhang Rujing signaled Liu Zonghong not to help himself.
"Your eyes are red, and you still say you're not drunk?" Fang Zhuo handed over a glass of water.
Zhang Rujing murmured: "It's probably drunk."
Liu Zonghong supported the former head of SMIC to rest.
Fang Zhuo looked at the group of executives who were reminiscing about the past and commenting on current affairs in the industry, and asked Qiu Ciyun: "Mr. Qiu, how do you feel? There is a meeting next door, can you listen?"
"Just now it was mainly Mr. Zhang drinking, I'm fine." Qiu Ciyun said.
Fang Zhuo nodded, toasted everyone with a glass of wine, and then led Mr. Qiu up to the eighth floor.
Because I have returned to Luzhou, there is a discussion meeting of the Wafer Service Alliance here.
As a matter of fact, what Fang Zhuo saw on this trip was already read by the service alliance and compiled into data and submitted. Otherwise, he would not be able to do the work to push the 06% domestic production rate of Lin’an Second Factory in 4 to the present. 11%.
Objectively speaking, the work effect is very good, and the service alliance has aroused a lot of motivation by taking advantage of the opportunity of Ice Core to open up to the mainland equipment manufacturers.
However, there is still huge room for improvement.
However, Fang Zhuo’s journey also has its own significance. Many people in the service alliance cannot meet the leaders of the city or even the province. The communication between the head and the leaders can better define the direction and discuss policies.
"Everyone is talking about how to catalyze other upstream and downstream enterprises." Fang Zhuo talked about the theme of this session with Qiu Ciyun before entering the door.
Qiu Ciyun nodded, knowing that this was something she should listen to.
Bingxin currently has two CEOs, Qiu Ciyun is mainly in charge of daily operations, and co-CEO Liang Mengsong is more technical, and the cooperation between the two complements each other.
Fang Zhuo was worried that there would be conflicts and discomfort between them, but now it seems to be very good, and the two directions of 28nm are differences in the technical field.
Fang Zhuo and Qiu Ciyun knocked on the door and walked in.
The meeting of the service alliance is a salon-style meeting. Everyone drinks tea and smokes, and the room is already filled with smoke.
The two of them nodded to Liu Yangyang who had interrupted his speech. After Qiu Ciyun sat down, he also lit a cigarette, and then handed it to President Fang.
Fang Zhuo waved his hand and only poured a glass of water.
Liu Yangyang saw the two big men sitting down, thought for a while, and continued: "We should try our best to avoid the God of Wealth-style investment, and do this in a more scientific and systematic way."
Qiu Ciyun flicked the cigarette ash in surprise. Is Secretary-General Liu criticizing Mr. Fang's investment strategy?
But Mr. Fang has indeed been the God of Wealth since the financial crisis.
In particular, the cash out of 200 billion shares of Yongke Real Estate this year is more extensive in terms of investment.
Fang Zhuo remained calm, he had his own understanding, he wanted to be a more scientific God of Wealth.
"In the next few years, our ice core will have a lot of actions. Not counting the technological upgrade of Luzhou No. [-] Factory, nor the increase in production capacity of Shencheng No. [-] Factory, it depends on the new production line. For Huali Phase I and Grace Semiconductor, more than one production line will be set up in these two factories, let’s count four.”
"There is also a plan to add a storage line in Xi'an."
"That's not counting the entrusted operation line promised by Yangcheng."
"The increase of five production lines is unprecedented in China. Oh, it is not too unprecedented to have SMIC there. Well, it is a huge scale expansion, which will bring great opportunities to domestic equipment manufacturers."
"What do we need to do with these opportunities?"
"To catalyze upstream and downstream companies, we must try our best to catalyze listed companies in different links, and let the capital market give them more development funds."
"On the one hand, this can allow us to return our investment, and on the other hand, it can also set a model for the ecosystem."
"We need to hold together, expand demand, increase production capacity, unify standards, complement technologies, and use the supply standards that have been created in the past few years to build a semiconductor ecosystem."
Liu Yangyang said seriously: "This is what Ice Core and the service alliance will do, and they will definitely be able to do it."
Can do, can do.
Since the financial crisis, the service alliance has matched and invested in 67 companies scattered in different links of the semiconductor material, design, equipment, packaging, testing and other industry chains.
Now, we need to continue to invest, but also need to bring out the typical.
Qiu Ciyun was handed a part of the work summary of the service alliance, which involved the latest analysis of industrial companies.
He looked at it carefully for a while, then handed it to Boss Fang.
"No need, I've seen it right away." Fang Zhuo shook his head.
After Liu Yangyang finished his speech, Jun Jie, another chief investment supervisor of the service alliance, stood up and talked about his thoughts.
"The ecological system Mr. Liu said has increasingly become a necessary direction. Whether we need to do it or not, reality will push us in this direction."
"The technical and capital thresholds of the semiconductor industry are very high, and there are so many links. It is impossible for one or two companies to support their competitiveness. Now it is necessary to build an army around the ice core."
"Ice Core is the leader of the group army, and we need other companies to also become the leaders of their tracks."
"We need to let social capital in, and we need to let that social capital pay off."
"In this process, we can not only expand customers, but also provide all-round and integrated solutions for everyone, which also improves our competitiveness."
"Regardless of the scale effect of production capacity or the synergy of the industrial chain, this is what our ice core needs."
"In the future, the stability and integrity of the supply chain will also be an extremely critical factor."
Guan Junjie returned to his seat.
After a short thought, Zhong Binhua, a deputy director of a matching company, asked: "How to do this specific implementation? The year before last, it was easier for some companies to merge, and it made sense to engage in joint development. This year, everyone's situation has improved. It’s a bit difficult to work on that.”
Liu Yangyang glanced at Mr. Fang, saw that he didn't mean to speak, and replied: "Director Guan said very well just now, we need to make a more integrated development around the ice core. Since we can't meet our requirements, then kick Out of the system, is there any one in China that cannot be replaced now? I went to XX last month, what the hell, it’s better to just recruit people to start it again, maybe it’s better than it.”
"Hey, don't use it too much." Fang Zhuo reminded, he was talking about integration, so why just call someone's name.
"Anyway, if it doesn't meet our requirements, then don't force it." Liu Yangyang continued, "For systematic investment and integrated development, everyone still needs to keep an eye on it, otherwise there will be some key support. "
Zhong Binhua nodded, this made it much clearer, and the conceptual words mentioned earlier were considered to be on the ground.
Qiu Ciyun mainly took a look at the work of the service alliance, thought for a moment, and asked: "Is there a target for the integration work in this area?"
"There are 3 listed companies in 10 years. For the time being, this is the idea, relying on the drive of our production line and the development of everyone's technology to adjust." Liu Yangyang said.
Qiu Ciyun turned to look at Mr. Fang, and suddenly suggested: "Actually, I think the service alliance can be separated from the ice core, so that we can work better in the future."
The people around looked at Mr. Qiu in surprise.
Fang Zhuo didn't think about it. He thought for a while and said, "We can discuss it. It doesn't matter where the service alliance is. The important thing is to get the support of Bingxin."
Qiu Ciyun nodded and said: "This point will not change."
He thought about the discussion he had just heard, and how Boss Fang felt like he was facing a formidable enemy under this series of actions, and sighed: "It depends on when the storm will come."
Fang Zhuo took a sip of tea: "Whether you come or not, the more you do, the more at ease you will feel."