novelslam Chapter 1378 Risk (4k)
Chapter 1378 Risk (4k)
Chapter 1378 Risk (4k)
Yike's flagship Mars series has been launched, which has created an astonishing popularity in the global smartphone market. The pre-order feedback from users in different countries and through different channels has been very enthusiastic, resulting in a shortage of production capacity.
As a core supplier of Yike, Bingxin is naturally working overtime and is also intensively working on increasing the yield rate. It is expected that production capacity will be effectively increased in the next 1-2 months.
With media interviews, live tests, and strong purchasing intention, Yike's stock price has seen another sharp rise against this background. And this time it's not just Yike, but all the listed companies in the Yike system and even those related to Yike have seen their stock prices rise.
"Hua Xia Securities News" describes this phenomenon as - Yike concept stocks.
On November 11, Icy Core International, which was revealed to have been in contact with many major customers such as NVIDIA and AMD, once again saw a surge in Hong Kong stocks, with an all-day increase of 17%, and its market value exceeded US$11.36 billion for the first time.
Since its listing on March 3 last year, Bingxin's stock price has been lukewarm. After the stock price rose to HK$12 in the early stage, the market value hovered around US$108 billion. In March 170, the market value exceeded US$2014 billion due to the release of the full-year financial report that exceeded expectations.
Before Yike’s autumn conference on November 11, Bingxin’s market value was US$15 billion.
In just two days, Bingxin’s market value has risen by more than 20%.
As one of the top three wafer foundries in the world, Icystar International should have a higher stock price and market value, but due to well-known factors and actual restrictions on the purchase of advanced equipment, it has been stagnant.
This time, Bingxin’s achievements in the 16nm process technology were so amazing that it naturally led to a surge in its stock price.
During the same two days, many media have conducted multiple rounds of interpretations on the mysterious and low-key Bingxin International. In addition to the investment and persistence of the world's best president in Bingxin, Academician Liang Mengsong and foreign Academician Hu Zhengming were included in the discussion.
No matter how talented Mr. Fang is in business, the semiconductor industry is ultimately based on technology, so it is natural that the research and development credit goes to Bingxin, the two CTOs and co-CEOs.
After such a discussion, the two's already brilliant resumes dazzled everyone's eyes again.
No wonder Bingxin was able to introduce FinFET at 16nm, this was originally developed by Professor Hu Zhengming!
No wonder the two academicians complement each other so well, they are actually master and apprentice!
For a time, the good story of the two academicians of Bingxin International resounded throughout the public opinion. As the leaders who were surpassed this time, the objective circumstances of the Taiwanese reporter letting these two go were also brought out for evaluation.
To some extent, it seems that the Taiwan reporters created the situation of being surpassed today.
And here comes the problem again.
How did these two people choose the impoverished Ice Core International?
Before joining Bingxin, Hu Zhengming was a member of the American Academy of Engineering and was undoubtedly a big shot in the industry. Liang Mengsong was also a general in the development of advanced processes when he worked at Taiji, and was also well-known in the industry...
How come they joined the ice core one after another?
As the resumes of these two people were exposed, more and more of IceCore International’s past was exposed, from project establishment to investment search, from city inspection to risk trial production…
A process pursuit that took eleven years gradually emerged before everyone.
In this process, the best president in the world seems to be not only "rich", but also plays a very critical role as a glue.
Hong Kong newspapers reported the rise in Bingxin International's share price and delved into the details of the company's development. The more they dug, the more they found. One detail in particular sparked discussion in Hong Kong.
——At that time, Bingxin International once considered building a factory in Hong Kong.
This detail matches another incident in the early years. SMIC once considered building a factory in Hong Kong...
Hong Kong missed out on SMIC and ICE, especially the latter, which now has the world's best process technology!
The media discussed the ice core from different angles.
With such public opinion, more industry organizations have disassembled the Mars 8.8 after finally getting the actual machine, focusing on studying the value of Bingxin International's 16nm process.
Among them, TechInsights, a research library that mainly provides reverse engineering services and advanced technology analysis, was the first to publish its opinions on ice core technology.
"We disassembled Yike's Mars 8.8."
"According to information released by Intel, their 14nm process node has 3750 million transistors per square millimeter, while this Zhurong chip has about 3000 million transistors per square millimeter."
"Intel's 14nm node gate length is 24nm, while Bingxin International's is 30nm, while Intel's fin height is 53nm, while Bingxin International's is 49nm."
"According to this actual comparison, Bingxin International has indeed come up with a first-class wafer manufacturing process that is almost comparable to Intel's 14nm. I believe Bingxin also took into account the particularity of the process and adopted the 16nm name."
"It turns out that Bingxin International is already one of the best wafer manufacturing plants in the world."
"First of all, we congratulate Bingxin International on its achievements. Secondly, we also need to remind our colleagues in the US semiconductor industry that the competition in cutting-edge technology is very fierce. Bingxin International not only has strong capabilities, but also continues to develop advanced technologies."
TechInsights came to an acknowledgment of the conclusion.
Compared with the rough evaluation by the journalist and part-time blogger, the professional reverse analysis of the organization directly analyzed the process level of Bingxin International. Although it is slightly inferior to Intel's 14nm, it is undoubtedly the same generation of process.
This professional report analysis from a professional organization was successfully published in world-renowned newspapers such as Bloomberg, The New York Times, The Wall Street Journal, and The Washington Post. Many people cited its analysis and reminders, or warnings.
On November 11, a new piece of news added fuel to the popularity of Yike Mars 19. Laurent, the foreign minister of the Gallic Rooster of Europe, who was invited to visit, was presented with a newly launched Yike flagship. He shared the gift on Twitter and praised Yike for being the world's number one smartphone product.
On November 11, Time magazine, which had reported on Fang Zhuo several times, once again chose the head of Yi Ke as the cover character and used the photo of him holding Mars 20 at the press conference.
“Eco is probably one of the best cell phone companies in the world.”
"Fang Zhuo may be one of the best presidents in the world."
"But when Fang Zhuo holds up the Mars 8.8, he is the best president of the best mobile phone company in the world."
"It is worth noting that although Fang Zhuo has no experience in the semiconductor industry, he has in fact become a leader in mainland China's semiconductor industry."
"To quote what he said when Bingxin International was listed, 'We are confident that we can continue to push Bingxin to a new height. The listing is not the end, but just another beginning.'"
"We must commend Fang Zhuo for fulfilling his original promise and bringing the manufacturing process to the best position in the world with the engineering team of Bingxin International."
"This is a living business legend."
Time magazine praised Yi Ke's head highly.
This report, along with reports from multiple media outlets including Bloomberg, the New York Times, and the Wall Street Journal, as well as research reports from institutions such as TechInsights, were placed on a conference table in Washington.
The world's first?
16nm process?
The best mobile phone in the world?
A lot of public opinions were summarized, as well as the investigation of Bingxin International itself. All this information was presented to every participant in the conference room.
In addition to the public discussion news, some people saw photos of Ice Core International, which is headquartered in Luzhou, China, for the first time.
Huge buildings, straight streets, groups of engineers, freight vehicles parked at the door...
Compared to the ice core portrayed in the media, these photos make it more real and more flesh and blood.
Is this the world's number one Ice Core International?
How did it develop?
The atmosphere in the conference room was very serious. Bingxin International, which was previously rumored to have encountered research and development difficulties, suddenly became the world's number one. This pushed Yike to come up with a crushing smartphone product and at the same time launched competition in semiconductor design, manufacturing and the global mobile phone market. This situation of being at a disadvantage in head-on competition suddenly became particularly glaring.
"Hey, I want to know how the licenses were approved for these guys in the first place?" Abad, a semiconductor expert attending the meeting, put down the documents in his hand and asked.
"SMIC's approval was done in the same way as Bingxin's. They promised not to use it for anything other than civil purposes, and they have always done so. Every spot check and approval has been in compliance with procedures." Carlson, a senior advisor from the U.S. Bureau of Industry and Security (BIS), answered seriously.
Abad asked again: "How did the ice core develop to this point?"
Carlson frowned. "You asked a very good question. There is a very strange phenomenon. Just as we are now lamenting the development of Bingxin, SMIC, which also obtained the license, also had a rapid development at one time, and was once very close to the manufacturing process level of Taiji."
"Perhaps, I can answer you with what I said just now. How SMIC developed is how Bingxin developed. Because of the detours of the former, Bingxin learned lessons and developed faster. At the same time, due to the explosion of smartphones around the world, its operation is very healthy."
"These two examples may also be a microcosm of China's development over the past few years. Our wonder can also be placed on this country in the East."
Abad raised an eyebrow. "So, we're just going to watch it develop like this?"
Carlson looked around at the industry professionals and BIS colleagues in the conference room and received a unanimous answer.
of course not.
There is a Chinese saying that it is never too late to mend.
……
Along with the heat of public opinion and market, there were also some harsh voices, but the upward momentum of Yike concept stocks was not affected.
One week after the launch of Yike Mars 8.8, Yike’s market value on Nasdaq officially surpassed Apple and broke through the 4000 billion US dollar threshold.
However, the news of a discussion meeting in Washington finally cooled down Yike's upward momentum.
YiKe is a legal and compliant Nasdaq-listed company. Will it encounter any restrictions?
If it itself does not encounter limitations, can the products it launches encounter limitations?
Bingxin International, which helped Yike Mars 8.8 to take the world's number one throne, has once again become the focus of attention. According to some sources, BIS and other departments are planning to take tougher measures against Bingxin International.
Some other sources claimed that Yike, considering the risks in this regard, has been in contact with competitors of Bingxin, such as Taiji, Samsung, and GlobalFoundries.
Yike did not respond to the true or false news and is still shipping products like crazy. The "world's first" crown is indeed heavier and more eye-catching, but this crown is really beautiful and useful!
Within a week of the launch of the flagship products Mars 8.8 and Mars 8.8 Pro on November 11, global sales have exceeded 15 million units, setting a new sales record for Yike!
Moreover, it is almost certain that many subsequent sales records will be broken!
"unless……"
"Yi Ke is too strong now. It's too powerful to be the world's number one, unless... unless it encounters some force majeure factors."
Online, offline, technology news, TV programs and discussions around us, even when Duji held an internal meeting, the topic unconsciously turned to the recent hot Yi Ke.
In order to find hope in the face of competitive disadvantages, combined with certain news from the United States, several executives talked about the risks faced by Yike.
Vice President Xiang Hailong agreed with this analysis and sighed, "I heard that Yike is looking for a new supplier, but I don't think Fang Zhuo is that kind of person. He is very tough and conceited. Besides, Bingxin International has overwhelmed Samsung and Taiji, so how can they help Yike when it is facing a crisis?"
Li Yanhong couldn't help but nodded slightly. Indeed, Fang Zhuo was a very tough man. Regardless of his subjective will or the objective situation in the industry, Yi Ke might be in danger.
If this is the case, objectively speaking, it may also make Du Ji feel relieved.
Since selling "Duji Taxi" to Uber, which entered the Chinese market, Duji has gotten rid of its original burden of bleeding, but it has also lost a part of the user base of Duji Wallet that it had spent a lot of money to activate.
At the same time, DuJi's core search business was eroded, and its other businesses such as group buying were not progressing smoothly, making things increasingly difficult.
Li Yanhong has discovered that the situation faced by his own company is even worse than that faced by Penguin, but now, a new and unexpected hope is emerging.
"Yi Ke is really doing very well this time. If, or if I'm not cursing it, it really encounters problems, the company must seize the opportunity. Business competition itself is ruthless." Xiang Hailong mentioned a sentence that Mr. Fang had said in his early years.
Business competition is so ruthless.
Li Yanhong had just nodded when the phones in the conference room began to vibrate, receiving new messages.
Yike, the world's number one mobile phone company, has just released an announcement, but it is not related to the mobile phone business. It just acquired a small company in China, Sogou.
"In order to strengthen Yike's search competitiveness in the YMS ecosystem, the company plans to acquire Sogou..."
YiKe Company, which is facing tight production capacity, risks and ranks first, actually took advantage of the opportunity to acquire Sogou?
Who is it targeting... Why don't you go to Samsung or Taiwan reporter at this time, don't ask people to mediate in Washington, and don't optimize production capacity supply? Why do you do this?
Everyone in the conference room looked at each other in shock, and at the same time, they felt flattered.
Thank you, international giant!
Thank you, Mr. Fang, for remembering a small domestic competitor like us...
Business competition is really ruthless...
(End of this chapter)