RBCT Chapter 1388 New Year (1k)
Chapter 1388 New Year (1k)
Chapter 1388 New Year (4k)
A serious safety incident occurred in the faraway Netherlands, but it only caused a stir in a small circle. After all, only Taiji, Samsung and Yike were directly affected.
At present, ASML has not disclosed the specific damage situation, but only announced the supply delay, which may also have an indirect impact on other customers.
After all, the upstream core equipment manufacturers of the semiconductor industry are too far away. Apart from a few people paying attention to them, there are only a few news reports and related accident investigations caused by them.
Perhaps it was the same method used by some manufacturers in the past to control prices. When such news came into the eyes of AMD CEO Lisa Su, she didn't even bother to look at it for long. She continued to flip through a few pages of the newspaper before turning her thoughts back to today's affairs.
After returning to Silicon Valley from China, Su Zifeng felt that she had gained a lot from this trip.
She is a PhD herself, and her first job after graduation was at Texas Instruments. Later, she became the vice president of the semiconductor research and development department at IBM, leading a team of hundreds of engineers focused on the research and development and innovation of semiconductor technology.
Before joining AMD in 2012, she served as Chief Operating Officer and Chief Executive Officer at GlobalFoundries.
Lisa Su is very knowledgeable about technology and R&D. Because of her abilities and resume, she wanted to get rid of GlobalFoundries after becoming the head of AMD - others may not know the technical level of GlobalFoundries, but don’t I, the former CEO, know it?
Leakage of electricity!
The temperature control is unstable!
During this trip to China and Luzhou, she communicated with Qiu Ciyu, Hu Zhengming, and Liang Mengsong of Bingxin, and increasingly felt that as long as the situation did not deteriorate rapidly, AMD could rely on Bingxin's process technology to gain a counterattack in market competition.
When Su Zifeng arrived at the office, she soon met with the vice president of technology, Carney, and told him about the cooperation intention that she had negotiated during this trip to China.
However, before she could say anything more, Karni jumped up.
"You sold the ZEN architecture?!"
Su Zifeng said calmly: "US$4.5 million is limited to the Chinese market."
Kalni frowned and sat down again with a hiss.
However, he jumped up again after listening to a few more sentences.
"You want to break up the foundry cooperation with GlobalFoundries?!"
Su Zifeng said calmly: "IceCore International promises to give priority to providing AMD with the most advanced 16nm production capacity."
Kalni frowned, said "hmm" and sat down again, looking at the headman with sharp eyes, waiting for the next words.
Su Zifeng thought about it and realized that this trip was mainly about these two things: money and technology. But she still mentioned something else: "If the performance is good enough, Yike is willing to use our processor in its notebooks."
"Eco, Eco." Carney chewed on the name twice and said, "Eco is a good company. Its mobile phones and tablets have their own chips, but the sales of notebooks also grew rapidly last year. This is a good cooperation."
He changed the subject: "But our ZEN architecture is not yet complete. If you just sell it like this, Bourne and Nick will definitely not agree!"
"What's more, Yike has R&D capabilities that are probably not inferior to ours. Well, I'm just talking about the area we are good at."
When Karni compared his own team with Yi Ke, he suddenly thought of a specific number and qualified his comparison.
Apart from anything else, AMD's R&D expenses in 2014 were $10 billion. It is not yet time for AMD to release its financial report, but based on the annual growth rate, its R&D investment in 2014 may have exceeded $40 billion.
Such a huge gap echoed in his mind, and for a moment Kalni forgot what he wanted to say next.
Fortunately, Su Zifeng understood what he meant and explained, "Mr. Fang and I have an agreement that Yike cannot release products based on the ZEN architecture earlier than us."
Garnier carefully savored the meaning of these words and understood the master's equally deep fear.
Yike didn't want anything else but chose AMD's ZEN architecture, which has not yet been completely successful. The purpose is self-evident. Since it has already launched notebook products, it is obvious that it does not want to limit the creation of chips to the mobile end.
Judging from Yike's scientific research capabilities and development speed, AMD is likely funding a strong future rival.
Garnier repeatedly thought about the information reported by the head of the company. GlobalFoundries' technology is indeed poor. Whether in the research and development of advanced processes or the stability of the technology, it cannot compare with Intel, TF, ICE International, and Samsung.
However, GlobalFoundries was born from AMD, and the cooperation between the two parties has more complicated reasons.
But, Bingxin’s manufacturing process is now the best in the world!
In fact, according to the R&D investment and team there, it will still be a top-tier capability in the future!
Karni thought for a long time before mentioning the recent voices floating in the public opinion, and said cautiously: "Yi Ke and Bing Xin seem to have encountered some troubles in Washington. The White House obviously does not like Oriental Semiconductor to develop to this extent."
"We can't rely on GlobalFoundries. Taiji hasn't started production yet, Samsung is even later than Taiji, and UMC has encountered problems in R&D. Now in 2015, only IceCore is willing to squeeze out production capacity for us. This is an opportunity to get rid of GlobalFoundries' burden." Su Zifeng first described the situation, and then said, "IceCore will face troubles, but we only need it to help us through the two years of transformation. As long as we succeed in the transformation, we will have a different world by then."
Su Zifeng does not expect to rely on Bingxin's process competitiveness in the long run. She is willing to sell the ZEN architecture for now, and chooses to cooperate with Bingxin for the same reason.
Only with the present can there be a future.
Besides, no one knows what the future will be like.
Kearney frowned deeply. "In this case, if Washington tests the stability of the ice core, it is not testing the ice core, but testing us. This... this risk..."
"With $4.5 million and 16nm technology, even if it doesn't take two years, if we can launch products with the same generation of technology as Intel within this year, I think it will be a great success," Su Zifeng emphasized. "This is a good opportunity worth taking a gamble."
She looked at the vice president of technology she had promoted, and finally said, "Even if we fail, so what? What we lose is GlobalFoundries, and what we throw away is just a burden. The market is nothing more than the current market."
Kalni pursed his lips. It made sense. Even if AMD failed to achieve the expected results from the cooperation with IceCore, it would not lose much. If it could really achieve a leap forward in products this year, it would make a lot of money.
He suggested: "I'm afraid there will still be a lot of opposition internally, so we need to communicate well in advance before the meeting."
Su Zifeng nodded and expressed her attitude this time: "I am the CEO. I will do whatever it takes this time."
Karni looked at the leader and for a moment couldn't tell whether she hated GlobalFoundries more or liked the Ice Core process more.
In just two days, AMD, which is facing layoffs and restructuring, announced that five senior executives are about to leave, including key figures such as the general manager of AMD's computing and graphics business group, the chief marketing officer, and the chief strategy officer.
A day later, an internal email from AMD was exposed, claiming that the departure of five senior executives was "one of the steps to achieve the best organizational design and leadership team to further strengthen AMD's execution and promote AMD's growth."
After more rumors leaked, distrust of the female boss, differences in the company's strategic decisions, and better external development opportunities became the main factors for leaving.
The news about AMD's internal turmoil appeared on Bloomberg. However, Su Wei saw the news because she was also reading Bloomberg's report on Yi Ke.
The closed-door meeting in Washington was not so closed after all. The uncertainty about YIKE’s future became a piece of bad news, causing the YIKE stock price on the Nasdaq to fall back.
"Will AMD processors be used this year? That President Su is really courageous. He just fired the person directly!" Su Wei asked Fang Zhuo, who was stepping on ink with his son in the study room, holding a tablet.
"It seems that it's not just because of the cooperation with us. There was a big disagreement about the 7% layoffs she made last year. Maybe the conflicts accumulated and then broke out." Fang Zhuo carefully hugged his son from under his armpits and said without raising his head, "She has to bring people to finalize the cooperation this month. You can ask her in person then."
Su Wei sighed and asked a key question about the AMD cooperation: "Can AMD launch a 16nm CPU this year?"
"I really don't know about this. It depends on the cooperation between AMD and Bingxin." Fang Zhuo raised his head and thought for a while. "It's a bit difficult. AMD's ZEN architecture still needs to be worked on. Moreover, the sudden improvement in the process technology also needs to be adapted. But there is hope. It mainly depends on AMD. Anyway, Yi Ke will get what he wants."
Su Wei laughed and praised: "Okay, it's Mr. Fang who can set fire."
"Well, don't talk nonsense." Fang Zhuo reminded.
"The pressure from Washington is too great. I think it's driving you crazy." Su Wei shook her head and sighed. Her morality was sliding downhill.
"No, arson is not crazy." Fang Zhuo denied.
Su Wei asked: "If this doesn't count? Then what does?"
Fang Zhuo said seriously, "It would be crazy to be caught for arson."
Su Wei was suddenly speechless.
At this moment, a lot of thoughts came to my mind.
She patted her head, suppressed the evil thoughts that seemed to be growing, and waved to her son.
"I'm telling you, there are people crazier than me. I think Kong Yu is the real crazy one." Fang Zhuo took out a few pieces of paper, wiped his son's feet carelessly, and said, "Do you know if he has any constructive suggestions?"
"To cultivate chaebols." Su Wei had heard of this.
"He invited Aozi's daughter to do an internship, and he was thinking about letting Aozi carry on the family line. He thought that with the advanced technology, Aozi could have another son." Fang Zhuo frowned, "Kong Yu must be really crazy."
Su Wei was stunned for a moment, not knowing how to complain. What the hell was going on...
"He is a guest of honor among those wealthy people and is still very popular in Washington." Fang Zhuo shook his head.
Su Wei finally found the correct evaluation: "Kong Yu must have gasoline in his brain!"
Fang Zhuo hummed, it's not impossible.
"What position have you assigned to your Yi Ke's American king?" Su Wei took her son's hand and asked another question.
"Let's keep it unchanged for now." Fang Zhuo hesitated. "There are also some different opinions within the company about future development. Zhang Yaqin sent me an email yesterday, using Apple's car-making as an example, and thought that Yike could make some more moves, but others disagreed. I am also a little hesitant now, mainly because I don't know when the Yike matter will be settled and when it will be roughly stable."
Fang Zhuo wanted to see the situation and changes in the company. As for Yu Hong's position, the Yi Ke incident had not yet occurred, so there was no rush to adjust the arrangements.
Su Wei glanced at the man in the study with a half-smile: "Okay, President Fang, please think more about the company's affairs. I will hold a welcoming ceremony for her in a couple of days. Her brother is getting married this year, and I have to think about what to give her."
Fang Zhuo had no objection and waved his hand.
The study door was closed.
Fang Zhuo folded the paper, picked up the pen and was about to write, but suddenly lost interest.
He glanced at the computer screen, clicked on Sina's homepage, and saw the news that interested him.
——Two senior executives of Duji were revealed to have resigned, which may be related to the poor performance of the search business.
In January, not only did AMD have senior executives resign, but there was also turmoil at Docin. However, this is not the first time, and the media reports are not as interested as before.
On December 2014, 12, the announced "Yisou" was launched, and the YiKe mobile version was uniformly redesigned, while only some Sogou browser users on the PC were pushed the app for the time being, but more users were already curious and tried the search experience on their own.
"No different."
This is how many people feel.
However, this may be a bad thing for Duji. "No difference" probably means there is nothing advanced about it, and it is probably not worse than the accuracy of Duji search. So... you can try it whether you want to change it or not.
Yike's launch of online search was a natural outcome. It acquired Sogou first and announced the name later. With Mars 8.8's global No. and market popularity, it has won the favor of users.
The manifestation of the brand value at this moment is probably that... I won't replace other companies' products that are replaceable or not, because I've been used to using Duji, and as for Yike's products, I'll give it a chance.
With such a head-on collision, Du Kee's market share and stock price suffered another heavy blow. Although this was expected, bleeding is still a little painful.
Du Ji took a serious attitude, but there was really no other solution on the market and product side.
There's absolutely no way to block this!
Yike's products are well-known, Yike's hardware has an advantage, and Yike's layout is persistent...
Facing a behemoth like the Yike Department, Du Ji found that he had no room to struggle. When did all this start?
Perhaps, it was destined from the moment I started to remember it.
In the new year, at an internal meeting of the company, a question even arose: Does the company still have a future?
As the head of the company, Li Yanhong gave a clear and confident answer.
There is a future!
"At least, Duji is a part of curbing Yike's monopoly."
It is better to live a miserable life than to die a good death, just like AMD to Intel!
(End of this chapter)