novelslam Chapter 1383 The Future (4k)
Chapter 1383 The Future (4k)
Chapter 1383 The Future (4k)
AMD's new head, Lisa Su, came to visit Shen with urgent sincerity.
But apart from sincerity, Su Zifeng doesn't know what else AMD can offer.
The building has been sold, but the company cannot be sold, and the structure... it probably cannot be sold, but maybe it can be negotiated again.
In short, Su Zifeng is full of sincerity.
She knew that she was making this trip to ask for help, hoping that the relatively special Yike Department could help her out and lend a hand to AMD. Anyway, according to her cousin, she might as well give it a try, since Mr. Fang has a lot of money.
"Regarding Intel, AMD's survival to this day is also part of its monopoly, but AMD already has the qualities of a great company." Fang Zhuo poured coffee again without calling the robot, and smiled, "Loss of $11.82 billion, loss of $1.14 million, loss of $8300 million, I wonder how much it will lose this year?"
Su Zifeng thought this was a joke from Fang. The figures he reported were AMD's losses over the past three years. As for this year...
“Only a $4 million loss this year,” she responded.
Fang Zhuo glanced at the female leader of AMD and thought, "only", the word is well used.
He thought for a few seconds and said, "Great companies always face life-and-death challenges. I was not optimistic about AMD before, but now that AMD has divested all its heavy assets, I feel that it has become lighter. It has sold buildings and factories. As a pure chip design company, AMD just lacks advanced processes that match the ZEN core."
Su Zifeng nodded in her heart, but only agreed halfway. Mr. Fang's perspective was different from hers. He looked at the company's development from a strategic perspective. In fact, AMD was indeed short of money.
"Let me tell you what I think, Mr. Su, please don't be angry." Fang Zhuo observed Mr. Su's expression and continued, "I think AMD's former CEO Rory Read did a good job. The large-scale restructuring and layoffs he made allowed the company to start its transformation. The business focus shifted from PCs to low-power processors and semi-custom processors, and the alliance with ARM was the right direction in my opinion."
"But all these require time to verify. Rory Reid didn't wait for the results to be realized..."
Fang Zhuo shrugged, feeling a little regretful.
Su Zifeng really didn't expect that President Fang would pay attention to her insignificant "small company". She was silent for a while and said, "I agree with Roy Read's idea in this regard, but the board of directors is very dissatisfied with his unwillingness to directly erode Intel's market."
Fang Zhuo said bluntly: "The board of directors is sometimes very short-sighted."
Su Zifeng lowered her head and took a sip of coffee. If that was the case, then her CEO was the product of the board of directors' short-sightedness.
"Fortunately, AMD's board of directors chose President Su, who not only recognized the correct strategies of his predecessors but also focused on products. This is the path to AMD's rise," Fang Zhuo added.
"No matter what strategy you have, if your products are not good, you will always find it difficult to get out of the quagmire of competition." Su Zifeng has a clear understanding and said with emotion, "AMD's opponent is Intel, but Intel's opponent is definitely not AMD."
At this point, she saw Mr. Fang nod and continued to express her views on the current situation: "Intel acquired Broadcom and once again launched an attack on the mobile processor market. I think this period is an opportunity for us at AMD. It is precisely because 'Intel's opponent is definitely not AMD' that this is the best time for us to erode the opponent's market."
Intel almost missed the mobile era. It did not do much in terms of baseband or mobile phone processors. It was precisely because of its sluggishness that companies such as Qualcomm, Apple, Samsung, and Yico rose rapidly and divided up the mobile market.
There is no doubt that Intel is unwilling to accept this.
This year, taking advantage of Qualcomm's decline, Intel acquired Broadcom and joined forces with Yike to once again sprint into the mobile market, which is a major attempt to correct its past strategy.
Intel has paid a huge cost to acquire a company like Broadcom, and is bound to focus a considerable amount of its energy on the mobile side.
On this occasion, Bingxin International launched the world's first 16nm.
Su Zifeng's judgment is that this is AMD's best opportunity to accelerate its development. If it can get the breakup fee paid to GlobalFoundries and then take advantage of ICE Core International's advanced process, the company's CPU will be able to turn around within the next two to three years.
Once AMD turns around, even if GLOBALFOUNDRIES suffers more serious geopolitical impacts, I will have more options, unlike now... I have just taken over as CEO and still have to consider the board of directors' ideas. Even the decision to break up with GLOBALFOUNDRIES must be carefully prepared and cautious.
Fang Zhuo asked: "You are not optimistic about Intel's performance in the mobile market?"
"Maybe there will be an improvement, but compared to their investment, it will certainly not be much. Intel's previous efforts have not yielded any results. Now Yike, Apple and Samsung are stronger. Although Qualcomm has experienced personnel changes and has a new CEO, it will also integrate Avago. Its competitiveness will not be improved much, but it will be on par." Su Zifeng said her thoughts, "Can it launch another $70 billion subsidy? Even if Intel cooperates with Yike, I don't think it can achieve much success from the baseband perspective."
In order to promote its Atom series of mobile processors, Intel lowered product prices on the one hand and provided subsidies to manufacturers on the other.
For a tablet, Intel can even offer a subsidy of $51 at its highest.
This lasted for two years and cost a total of $70 billion. Even though Intel was wealthy, it had to admit that this mobile strategy did not have much effect.
However, the mobile market is simply the future that must be fought for.
When Yike took out its baseband technology, Qualcomm faced antitrust investigations and fierce market competition, and Intel was lured in again.
In Su Zifeng's view, Yike has disrupted the competition in the global semiconductor industry for its own reasons, but this is indeed an open conspiracy, and everyone is willing to do it...
"AMD is not planning to enter the mobile market because the competition in this field is too fierce." Su continued to explain the situation to the investor. "The FTC's previous ruling on Intel has made our living environment more relaxed. It is indeed accelerating our transformation into a chip design company. Moreover, compared with Intel's large scale, we are a small ship that is easier to turn around."
"As of this month, 40% of our revenue has come from the non-PC market. I have seriously thought about the seven future directions proposed by Mr. Fang, and I believe that our development in artificial intelligence and GPU will be very important."
Intel previously lost the case against AMD by the FTC and paid a whopping $12.5 billion in compensation, giving the latter a significant respite. As for Fang Zhuo's seven major future directions, he described them at an annual meeting of YiKe, which was also widely circulated around the world.
AMD acquired graphics card manufacturer ATI in 2006 to support their GPU business.
Fang Zhuo smiled when he heard this and said, "If I were a pure investor, I would really be moved by Mr. Su's description. Yes, AMD is indeed on the right track of development."
"I heard that Yike's R&D center in Silicon Valley has invested heavily in artificial intelligence, and AMD will have a lot of room for cooperation in this area in the future." Su Zifeng did not forget to sell.
Fang Zhuo smiled slightly: "Then you have to compete with your uncle. We have cooperated with NVIDIA on GPU."
There is a group of Chinese-dominated artificial intelligence research and development teams in Yike Silicon Valley R&D Center. Among them, Andrew Ng discovered the compatibility between GPU parallel computing and neural networks. Previously, in order to make AI recognize a cat, he needed 1.6 CPUs, but only 12 were needed using GPU parallel computing.
Su Zifeng naturally made comprehensive preparations for this trip, and she also heard her cousin Huang Renxun talk about the cooperation with Yike in this regard.
She felt that things needed to be done step by step, so she didn't talk much about specific business, but talked about the development of cutting-edge technology, and asked, "Mr. Fang, when do you think there will be a breakthrough in artificial intelligence?"
Su Zifeng suddenly turned back to look at the two robots by the door and asked, "Does Yi Ke think that the carrier of artificial intelligence will be on robots?"
Fang Zhuo hesitated for a moment after hearing these two questions, and answered seriously: "I don't know when, but Professor Wu and others believe that there will be opportunities for breakthroughs in the next ten to twenty years. Robotics is an internal trial project. The specific application scenarios and carriers of artificial intelligence..."
"We call today's mobile phones smart phones, but intelligence is always relative. In the past, people called Nokia's Symbian phones smart phones. In the future, the intelligence of mobile phones will inevitably continue to evolve and be able to help users in all aspects."
"Just like the Internet has remade many traditional industries, I believe artificial intelligence will play a similar role in the future."
"Yike is discussing the application scenarios and carriers mentioned by President Su, but no matter what, Ai chips will be a core part."
"Robots, smartphones, and smart cars all have great opportunities."
Su Zifeng nodded slightly. This year, Apple set up a research group on electric vehicles, and it was said that its goal was to achieve intelligence and automation.
"There is still a long time to go. We are also exploring the direction of the next era. I am very confident in Yike's R&D investment." Fang Zhuo smiled, "We have our own architecture, our own chips, cloud services, sensors, system ecology and algorithms. As long as there is a suitable carrier, Yike only needs to integrate them together."
Su Zifeng listened to Mr. Fang's story, looked at Yike's layout, and thought of Mr. Fang and Yike's management's determination to invest in research and development. She couldn't help but feel envy and respect at the same time.
She sighed, "Since Mr. Fang said so, I must buy Yike's stocks."
"Since Mr. Su said so, then I must..." Fang Zhuo stopped halfway through his sentence.
Su Zifeng's heart skipped a beat, and then she heard the second half of the sentence.
"Then I must treat President Su to a good meal." Fang Zhuo pointed to the Yike watch on his wrist with a smile. He had a pleasant chat with President Su and it was already noon.
Su Zifeng looked at Mr. Fang's expression and knew that he was very aware of his urgency for cooperation, but his tone that seemed neither soft nor relaxed was really frustrating.
"Mr. Su, you happened to have some friends in the semiconductor industry in the mainland. If Mr. Su doesn't mind, we can meet and chat at noon," Fang Zhuo said.
There is nothing wrong with Su Zifeng.
However, it was not until the luncheon actually started that she realized that the senior executives of Chinese mainland semiconductor companies who showed up this time were indeed quite important. In addition to Qiu Ciyun of Bingxin, Wang Ningguo, CEO of SMIC, Fu Wubiao, Chairman of Huahong, and Wang Xinchao, head of Changdian, were all present.
Su Zifeng did not think that this luncheon was specially arranged to welcome her, but rather it had the momentum of a meeting convened by the leader of the martial arts world.
"This is AMD's CEO, Lisa Su. Ms. Su is very capable. AMD has been confronting Intel head-on over the years and has been quite brave," Fang Zhuo said when introducing the guest.
Just as Su Zifeng was surprised, the senior executives of mainland semiconductor companies were also surprised that the new head of AMD would appear here, and they began to speculate what bad things this president was up to for Intel...
The global semiconductor industry has been quite lively this year, and Yike has played a very important role in stirring up trouble for most of the year. However, Bingxin International dealt a shocking blow at the end of the year. These are all topics that domestic semiconductor companies love to talk about.
However, disputes among international companies are still far away from domestic issues and are just topics of conversation.
Everyone finished their greetings.
Wang Xinchao, the head of Changdian, suddenly said, "Mr. Su is here. Is AMD also going to be acquired by Bingxin?"
Su Zifeng was stunned for a moment, and heard something sarcastic in the tone, but it was obviously not directed at her, but at Mr. Fang next to her.
Fang Zhuo smiled and said, "I asked Mr. Su this morning. Unfortunately, AMD is unwilling to sell."
Wang Xinchao glanced at Mr. Fang, who was smiling, and said, "If they don't want to sell, you can't force them to buy. Is there any business like this in the world?"
Before Fang Zhuo could say anything, Wang Ningguo of SMIC spoke up: "Mr. Wang, we have something to discuss. It's rare for us to be together, so wouldn't it be nice to talk about the development of the domestic industry?"
"For domestic industrial development, SMIC and ICE are enough. After all, you two companies are closely related." Wang Xinchao said.
Su Zifeng understood completely that it was not just Bingxin and Zhongxin that were of the same blood. Alliance Leader Fang also wanted to be of the same blood with Changdian, but Sect Leader Wang was obviously not happy about it.
She ate the melon quietly, wanting to find out what was going on.
"Industrial development cannot be separated from the collective efforts of all. If Mr. Wang is unwilling to deepen cooperation with Bingxin, I will never force him." Fang Zhuo first said this, and then said, "But no matter what, Bingxin will increase its development in advanced packaging."
Wang Xinchao stared at Yi Ke Lao Mo opposite him, thinking about it, and said: "Changdian is going to make greater investments in advanced packaging. We are confident that we can do well in this area."
"I can't wait any longer." Fang Zhuo said slowly, "If Mr. Wang is really unwilling, then Bingxin can only look for new partners, such as Singapore's STATS ChipPAC."
Wang Xinchao was furious because Star Semiconductor was the target of Changdian's acquisition plan.
If Bingxin intercepts Starkey, then...
Then there is really nothing I can do!
"I'm not as resourceful as you, nor as rich as you, but I just won't accept it!" Wang Xinchao stood up and made his attitude clear.
But just as he was about to leave, someone pushed the door open. It was Zhang Rujing who came from Qindao.
"I just arrived and you're leaving. President Su is here today too. President Su, long time no see." Zhang Rujing sensed the tension as soon as he entered the room. He grabbed Wang Xinchao's arm and greeted Su Zifeng, whom he knew.
Su Zifeng stood up and shook hands with Zhang Rujing. When she returned to her seat, she whispered to Mr. Fang, "Mr. Fang is really broad-minded. He is still here to let me watch the show."
"I didn't expect Mr. Wang to be so angry, but it's okay." Fang Zhuo replied, "I do things openly and honestly, and there is nothing I can't tell others."
Su Zifeng had to admire Alliance Leader Fang from mainland China in every aspect.
(End of this chapter)