RBCT Chapter 1412 Meeting (4k)
Chapter 1412 Meeting (4k)
Chapter 1412 Meeting (4k)
Whether the informal meeting held by Bingxin in Luzhou can achieve results depends on future developments, but at least it demonstrated the mental outlook of Bingxin’s top management, which can be regarded as an encouragement to everyone.
Since the BIS released the list on March 1, although many manufacturers have quickly had new business interactions with Bingxin and obtained new opportunities for domestic substitution, everyone is quite pessimistic about the future of Bingxin.
This pessimism stems from the opponent's strength, Bingxin's silence, Yi Ke's movements and Mr. Fang's quietness.
Bingxin is indeed amazing, pushing the level of manufacturing to an unprecedented level in China, but... will it be a flash in the pan? Will there be a wave of resignations from Bingxin? Will Academicians Hu and Liang waver?
Another extremely important point is that once Bingxin loses Yike's orders, its hematopoietic function will be seriously damaged. According to its own financial report information, it received 2014 billion chip orders from Yike in 140 alone.
If the BIS restrictions are followed, Bingxin will not only lose Yike's orders, but also lose the technical cooperation between Yike and the companies affected by it. The former may still be compensated to a certain extent by relying on some domestic manufacturers, but the latter will be almost difficult to remedy.
The country has been calling for "easy science system" and "easy science system". When the crisis comes, the value and charm of easy science to this system become increasingly precious.
The interaction between Yike and Bingxin not only builds the former's product strength, but also promotes the continuous improvement of the latter's technology.
Now facing external pressure, this system will either fall apart or be squeezed even tighter by the pressure, and its direction will almost certainly depend on Mr. Fang alone.
Mr. Fang has wealth, career and status, what will he choose?
However, no matter what choice he makes at this moment, he will hardly be blamed. Yike and Bingxin have done enough. If Bingxin stops production and Yike changes manufacturers, can it be said that it is his fault?
At this moment, the words "100% support for Bingxin" and "Do it yourself and you will have enough food and clothing" were spoken in public by Mr. Fang, and everyone attending the meeting felt excited.
However, everyone also had some doubts about the other party’s overall decision.
There was no room for detailed discussions at an informal industry meeting, and Fang Zhuo had no intention of doing so. He just wanted the meeting to better demonstrate the stability and expectations of Bingxin.
However, after the meeting was over, Chairman Bingxin had private conversations with many of his colleagues, and Fang Zhuo found that everyone was more concerned about his attitude.
Before it was uncertainty, now it is worry after confirmation.
"Mr. Fang, the temporary license issued by BIS always has a time limit. What should we do then?" Zhao Jinrong, the head of North Huachuang, was the first to communicate with Mr. Fang. While drinking tea, he did not ask Bingxin, but asked about Yike instead.
"Just do what you have to do. If there is a license, sell it. If there is no license, don't sell it." Fang Zhuo said easily.
Zhao Jinrong's tea was rippled. He put down the cup and thought about Yi Ke's achievements. It was hard not to show a strange look. Originally, Fang always had some plan, and they couldn't just go on like this.
He looked at Mr. Fang and felt that he was joking, but at the same time, he felt that his eyes were serious.
"Mr. Fang, you..."
"Well, Mr. Fang, that..."
Zhao Jinrong hesitated again and again, and for a moment he didn't know what to say.
"It's better to have it yourself than to have it yourself." Fang Zhuo said calmly, "This is not just Bingxin's business. Yike can't be immune to it. I never take chances. Mr. Zhao, this is a matter for our entire industry. The Luzhou plant is also waiting for the equipment verification from North Huachuang. You don't have to worry about my hesitation in making a decision."
Zhao Jinrong took a breath and said, "Boss Fang, I'm not worried about your decision. I just feel sorry for Yi Ke... I don't know if this is right, but I feel sorry for Yi Ke."
"The growth of the domestic smartphone market has a tendency to slow down, but the mid-to-high-end market still has room for further growth." Fang Zhuo groaned for a moment, "If Yike really loses the US market, we still have this growth hedge. Mr. Zhao, Yike's size has reached this point and it is difficult to have more room. If there is room, it will be supported by us."
"Like the example I gave of SMIC, Bingxin is willing to make room for international cooperation more relaxed."
"Similarly, if Yike's market space is sluggish because of the ice core, it will inevitably be rejuvenated because the ice core breaks the restrictions."
"But some people definitely don't believe it. It takes a lot of friction to make people believe it."
Thinking about the fluctuations in market value of hundreds of billions of dollars in the past month and more fluctuations in the future, Zhao Jinrong said sincerely: "This kind of competition is beyond the reach of ordinary people."
"It's not that mysterious. It's just that many people don't think it's that far, but we think it's already that far." Fang Zhuo paused and said, "We still have confidence."
Zhao Jinrong nodded silently, and after a moment he said, "We at North Huachuang can only do our best to do the things in our hands."
Fang Zhuo took the initiative to stand up and stretched out his right hand: "This time it is my own business, and it is indeed everyone's business."
The head of Yike is very sincere. However, he is used to showing different levels of sincerity to different people. For people like Mr. Zhao who care about the future of Yike, he talks about the changes in the domestic smartphone market and expresses his own judgment.
People like Yin Zhiyao, the head of AMEC, not only talked about these things, but also talked a little about his feelings and his personal stance.
"Yike, Bingxin, and I, we have to compete to the end. This is not actually the decision now."
"Otherwise, we wouldn't have formed the Wafer Alliance, and we wouldn't have done the A/B/C line at Huali."
"Boss Yin, it's fine if someone else asked me, but why are you asking me this?"
"I think my decision should not be taken for granted. Mr. Zhang and Dr. Jiang helped us and laid the foundation for the entry and development of ice cores."
"Now that it has come to this, Mr. Zhang, Dr. Jiang, and I are close friends. This decision isn't surprising, is it?"
Yin Zhiyao was recruited back to China by his junior Jiang Shangzhou. His SMIC has close cooperation with Yike and Bingxin. There is also a "SMIC Office" in Yike alone. The company's etching machines are already running in Luzhou 1-3 factories and are globally competitive products.
Now I feel very pleased and impressed with the preparation and attitude of the Yi Ke Department.
He couldn't help but sigh, "People are divided into groups. Mr. Fang, I really like what you said. Great companies always go through life and death. I think the words you gave to Lao Jiang are also suitable for you now. You are truly a hero in the world!"
Fang Zhuo also sighed: "Mr. Yin, you are really too kind. I just..."
He shook his head: "I just have money."
Yin Zhiyao immediately praised: "Good, it's good to have money. Without money, you can't do anything. Mr. Fang, let me serve you a cup of tea instead of wine!"
Fang Zhuo picked up the teacup, gestured to President Yin, and drank half a cup of herbal tea.
After Yin Zhiyao said goodbye and left, the last person for the private meeting today, who was also highly valued by Fang Zhuo, soon arrived. He was Wang Xinchao, the head of Changdian.
Changdian is in the process of acquiring STATS ChipPAC. Barring any unforeseen circumstances, the acquisition will be completed in Q3. The source of funds used by Changdian for the acquisition has also changed, with part of it coming from Yike.
After being persuaded from all sides, Wang Xinchao has acquiesced to the integration of the ice core.
However, this integration underwent some subtle changes on March 1st of this year, forcing him to rethink his future.
Ultimately, Wang Xinchao would rather lead Changdian to complete the original plan and make the company a world-class packaging and testing company.
He walked into Mr. Fang's office, nodded in greeting, then took the hot tea handed to him by the secretary and drank it silently. He was the coldest person who came here tonight.
Fang Zhuo didn't mind it and drank his tea slowly.
When the tea gradually cooled, he was the first to break the silence and said, "After the acquisition of Changdian, some of its businesses will be affected. What do you plan to do, Mr. Wang?"
Wang Xinchao did not answer immediately. He drank tea one sip after another. After a while, he asked back: "Mr. Fang, you asked me what to do? I also want to ask you what to do!"
He understood the meaning of these words. Even if Bingxin was in such a situation, it would not give up the acquisition of Changdian.
Otherwise, Changdian’s packaging and testing business would not be affected by this turmoil, and would only be restricted by BIS after being acquired by Bingxin.
"Mr. Wang, do you want me to rush to Washington, break into the BIS office, and then cross out Bing Xin's name from their documents?" Fang Zhuo said with a half-smile.
Wang Xinchao said sternly, "I didn't say that. The restriction on ice cores is because the Americans don't care. It has nothing to do with ice cores, and it has nothing to do with you. But if you ask me this, how can I solve it? If you, Mr. Fang, can't solve the problem of ice cores, how can I solve the problem of Changdian?"
"Well, since President Wang has no objection." Fang Zhuo nodded, "Then you just need to know our determination to compete to the end."
He indicated that their conversation ended here.
However, Wang Xinchao did not stand up. At this point, he still said, "I have an opinion."
He has an opinion, but Changdian has a solution, which is to not be acquired by Bingxin.
"Then keep it." Fang Zhuo glanced at the head of Changdian.
Wang Xinchao guessed that Mr. Fang knew what he wanted to say. He put his hand on the table and stood up. "Mr. Fang, I have an opinion. I want to say that Changdian can keep its own operations. We have a global market in the field of packaging and testing, and this part can still bring great benefits!"
"The ice core requires deeper vertical integration." Fang Zhuo said lightly.
"Bingxin has already..." Wang Xinchao didn't finish his words and sat back down. "Mr. Fang, I sincerely say that I don't think Bingxin's current focus is to acquire Changdian."
"Indeed, Bingxin's acquisition of Changdian is not the focus, it's just a side job." Fang Zhuo's eyes became sharp, "We have reached a consensus on this matter, I don't think there needs to be any reversals."
Wang Xinchao fell silent.
"The Yike Group is facing various challenges this time. If President Wang is interested in adding another item to Bingxin, that's fine." Fang Zhuo added a cup of tea and said calmly, "Since the Yike Group is prepared to lose important markets, it is also determined to implement its established strategy at all costs."
Wang Xinchao thought about the dramatic shock brought about by Yike’s loss of the American market, and then looked at President Fang’s calm expression, and could only see four words - a merciful army cannot be commanded.
What does it mean at any cost?
Changdian has used Yike’s money for this acquisition. Although it is the major shareholder, its shareholding ratio does not have an overwhelming advantage.
What's more, the Yi Ke system will inevitably receive support at various levels.
He frowned and said helplessly: "Mr. Fang, I just think that the situation has changed. Bingxin's acquisition of Changdian may not be a good time in the near future."
"As long as Changdian continues its research and development, the global market will accept Changdian." Fang Zhuo said solemnly, "It will only be better for Changdian to carry out research and development within the ice core. If this is done well, a relaxed global environment will naturally emerge."
Bingxin had previously established a joint venture with Changdian, but the cooperative research and development between the two parties with different positions was not smooth, which prompted Bingxin to make the determination to acquire the company. Of course, this is also related to Changdian’s own equity structure.
Wang Xinchao fell into an awkward silence.
"If Mr. Wang is really powerless, Bingxin can seek help from someone else. Anyway, there will always be someone who is not afraid of Meilijian." Fang Zhuo said at this time.
Wang Xinchao jumped up and glared at Fang Zhuo: "Why are you provoking me? Changdian will definitely be affected. Didn't you lose more money than Changdian?"
Fang Zhuo replied: "I have money."
Wang Xinchao gnashed his teeth and said, "It's good to be rich, it's great to be rich!"
"Mr. Yin from Zhongwei said the same thing." Fang Zhuo suddenly felt like laughing.
Wang Xinchao was shocked: "You are even going to maliciously acquire SMIC?!"
Fang Zhuo was at a rare loss for words tonight, and after ten seconds or so, he corrected himself: "Bingxin has never had any ill will towards Changdian, and I have no intention of acquiring Zhongwei. Mr. Yin always praises me."
Wang Xinchao didn't understand how this complimented someone.
He rubbed his face and said very toughly: "Okay, since you Fang Zhuo is so tough, then I will see if you are so tough on the outside world. Let's integrate!"
Fang Zhuo nodded slightly: "Okay, the acquisition will be completed within this year. I hope we can make greater progress in the packaging and testing field."
Wang Xinchao stared at Fang Zhuo for a few seconds, and said one last sentence before leaving: "But I just don't accept it!"
He strode out of the office.
Fang Zhuo was speechless for a while. If he was not convinced, then it was no big deal.
It was already one in the morning.
Fang Zhuo quietly drank the last of his tea and had just taken a few steps when he received a call from Qiu Ciyu.
"Mr. Fang, are you still awake?" Qiu Ciyu said after the call was connected.
"No, I was just about to go back. Mr. Qiu, why are you still not asleep so late?" Fang Zhuo held the phone in his hand. The cold air in the early morning relieved his inevitable fatigue.
"Dr. Liang is still here with me. Would you like to have a small meeting?" Qiu Ciyu made an invitation.
Fang Zhuo glanced at the watch on his wrist and smiled, "I really want to agree to your request, but my watch is telling me that I need sleep and that I'm stressed out. We still have to respect science. How about we hold the meeting tomorrow morning?"
"That stuff of yours is unscientific." Qiu Ciyu said disdainfully.
"Take care of yourself. I want us to live a few more years together, so that our Ice Core Trio can dominate the world." Fang Zhuo said.
Seeing that he was not coming, Qiu Ciyun had no choice but to agree: "Okay, let's have the meeting tomorrow morning."
Just as he was about to hang up the phone, he suddenly asked, "A trio? What about Professor Hu?"
Fang Zhuo smiled and said, "There are four people in a trio. Isn't this common sense?"
Qiu Ciyu snorted, and seeing the tiredness of Dr. Liang opposite him, he felt that he really had to plan for the long term, although he felt that he could still fight for another three days and three nights.
"See you tomorrow, I hope it's a sunny day."
(End of this chapter)