novelslam Chapter 1402 Storm
Chapter 1402 Storm
Chapter 1402 Storm
Ice core limited.
Ice cores are again limited.
继冰芯于2012年7月无法购买荷兰的NXE:3100及后续升级机型，它在美东时间的2015年2月28日受到更为严厉的限制。
In addition to the name of Bingxin International, the list of Amei Yanxuan also includes 13 subsidiaries of Bingxin International. The measures this time are mainly one review, two restrictions and three prohibitions.
The first is to conduct export review. If a US company wants to export goods or technology to Bingxin, it needs to obtain an export license issued by a US company.
The second is to strengthen restrictions on the export of Bingxin technology, especially for equipment and software related to 14/16nm and below advanced process technologies, and no unauthorized export is allowed.
Third, American semiconductor companies are prohibited from providing specific equipment to Bingxin International. Global advanced American semiconductor companies including Applied Materials, KLA-Tencor, and Lam Research may be forced to suspend cooperation with Bingxin.
The purpose of these three measures is to restrict Bingxin International's access to advanced semiconductor technology, slow down its R&D progress in advanced process areas, and weaken the competitiveness and development speed of Bingxin and the semiconductor industry it represents.
Once the measures from BIS were officially released, Bingxin was the first to be affected. The stock price, which had been rising in the past two years, especially with the launch of 16nm, suddenly collapsed, and fell 18.5% during the trading session. Although the decline narrowed at the close, it still set a record of the largest decline since its listing at 15.3%.
In just one trading day, the market value that had risen over the past two years fell by nearly 5%.
Similarly, Yike, which shines around the world because of its process advantages, was also affected by the restrictions of Bingxin. Compared with Bingxin, which was directly on the list, its decline was only 6.8%, but because of Yike's size, this 6.8% is equivalent to the loss of one Bingxin.
Not only that, YiKe was included in the Nasdaq 100 Index several years ago, and its market value is one of the highest in the world. Its plunge has brought down the Chinese stocks listed in the United States, causing the U.S. stock market to also fall and come under pressure.
For a time, the financial market felt as if it were an earthquake.
In the past few months, there has been a shadow over Yike despite the popularity of its products. Now that it has been directly confirmed, it will inevitably have a strong and far-reaching impact on Yike's subsequent development.
As well, new and larger shadows have also appeared along with the BIS list.
What will happen to Yike?
Bingxin International is indeed an important supplier of Yike, but after all, it is not the only wafer manufacturing company in the world. Whether it is TAIC, Samsung, GlobalFoundries, or UMC, it seems that there is still room for choice.
only……
The founder of Bingxin International is also the founder of Yike. With the same boss for both companies, what will he do?
BIS's action on ice core seems to be not just targeting a single Eastern company, but may affect a wider range. What will be the follow-up development?
Domestic and foreign media reported the relevant situation in an uproar. The employees of Yike and Bingxin also felt that the situation was dangerous and somewhat panicked. If it was facing commercial competition, Yike had never been afraid of anyone along the way, and every time it fought, it was a giant opponent. However, when geopolitical factors suddenly magnified...
Can this still be fought?
Yike Company did not respond to interview requests from many media outlets, and its executives also remained silent. People like Qi He and Liu Qiangdong, who were blocked by reporters, just waved their hands and left in a hurry.
Regardless of whether they are the presidents of the business group or the presidents of the region, they neither want nor are qualified to answer such questions. Moreover, when Bingxin is really facing problems and Yike is really facing risks, even though they have heard Mr. Fang’s determination many times, other thoughts are bound to emerge in their hearts. Does Yike really want to do that?
Does Yi Ke still have room to maneuver?
Only one person can decide such issues and decisions.
Reporters who made the calls remotely and those who were waiting offline had the same understanding. When they asked questions, they also asked the same questions: "Where is Mr. Fang? What is Mr. Fang's attitude towards this?"
Such questions received no answer. Some people speculated that Mr. Fang had already flown to Washington to mediate, some speculated that Mr. Fang had gone to Beijing, and some speculated that Mr. Fang should be in Luzhou at this time.
In fact, Fang Zhuo learned about the decision from BIS earlier than the public news.
Therefore, he had communicated with many leaders during the day on the 27th and arrived in Luzhou in the evening.
By the time the BIS sent the message in Washington on the evening of the 28th, it was already the first day of March in China. Fang Zhuo was feeling his wealth evaporating while receiving all kinds of calls.
Among them, the most anxious is AMD's head Lisa Su.
The company's ZEN architecture has been sold, the cooperation agreement between the three companies has been signed, and the R&D personnel are in place. All it needs is advanced empowerment from the giants... But before it can get the empowerment, a document from BIS arrives first...
Su Zifeng just felt her scalp tingling.
Alas, Mr. Fang was very straightforward about the price, but he didn't pay it all at once, but in installments...
Don't do it!
It is impossible for a company like AMD to be schemed against by the global giants and BIS... then the price you pay will be too high!
It definitely won’t be like this… but it would be difficult to be affected by it!
Su Zifeng had anticipated the risks of Ice Core, but she took a small gamble, thinking that as long as Ice Core could last for a year or two, AMD would be able to successfully transform and impact the existing market.
But, this didn’t last…
Even less than expected...
But, this cannot be blamed on Bingxin. Bingxin must want to hold on a little longer than herself!
The helplessness and pain that Su Zifeng expressed through the phone almost turned into a physical entity and appeared in front of Fang Zhuo.
He comforted her promptly: "Mr. Su, it's okay. Life is like this. Sometimes there are always some regrets."
Su Zifeng: “…”
I do need to be comforted, but the person opposite me may be more qualified to be comforted.
Her mind was a little confused, and after turning it over and over for a while, she asked hopefully, "Boss Fang, is there any hope that Bing Xin will be removed from the list?"
"Absolutely impossible, what are you thinking?" Fang Zhuo couldn't help laughing, "I don't even have such fantasies."
Su Zifeng smiled bitterly and said, "Boss Fang... you, you are very decisive."
"That's just the reality." Fang Zhuo said this for a few sentences, and then said, "But AMD doesn't need to be too pessimistic about Bingxin. This time, BIS mainly restricts the export of Meilijian Enterprise to Bingxin. What AMD needs now is just a temporary license from it. Our R&D cooperation will not be affected. Bingxin's own 16nm process will be affected, but we are trying our best to reduce this impact. AMD's prospects are expected to be maintained."
Su Lisa sighed: "A temporary permit... it's very unreliable."
"No, AMD's temporary license can be guaranteed. Mr. Su, I regret the measures taken by BIS, but since AMD has chosen Bingxin, Bingxin is willing to do its utmost to be responsible to AMD with sincerity." Fang Zhuo said seriously, "The temporary license will not be too short."
Su Zifeng raised her voice: "Really?"
"Really, if it doesn't last until the end of next year, I will refund you the money then." Fang Zhuo said.
Su Zifeng's voice became higher: "Really??"
"I'm just kidding." Fang Zhuo couldn't help laughing again, "Boss Su, you...you need to calm down more than I do."
Su Zifeng didn’t know whether she needed to calm down or the person opposite her was too calm.
It actually sounded like it wasn't Bingxin who was making her best effort and sincerity, but rather it was Mr. Fang who was making her best effort and sincerity. Especially considering the limitations of Bingxin and the situation faced by Yi Ke, this made her respect him even more.
At the end of the call, Su Zifeng asked or advised: "Mr. Fang, is there room for Yi Ke to mediate?"
“Then let’s wait and see when BIS mentions Yike,” Fang Zhuo replied.
The call ended and the phone was placed on the table.
The interrupted meeting in the office was resumed, but the senior executives attending the meeting did not speak for a while.
After a moment, Qiu Ciyun, CEO of Bingxin, said slowly: "The storm is coming."
Fang Zhuo flipped through the documents and corrected, "No, Mr. Qiu, he is already here."
Consider the final plot arrangement...
(End of this chapter)