novelslam Chapter 1093 The general trend is hard to change (5k)
Chapter 1093 The general trend is hard to change (5k)
Chapter 1093 The general trend is hard to change (5k)
Fang Zhuo's entry into Morningstar was basically settled with an extraordinary general meeting of shareholders.
The founder is out, the mainland department is in the top position, and the Yike department is willing to invest resources... These are the things that make shareholders ecstatic despite the mixed media reports.
——Mr. Fang, my Mr. Fang, you finally withstood the pressure of public opinion, did not spare your feathers, insisted on a hostile takeover, and succeeded in overlord. This is great! ! !
Although "Cayman Morningstar" is still suspended, the voices of stockholders on social media are already very unique, and many financial media have also mentioned the possibility of a sharp rebound in Morningstar's stock price.
In addition to these, the most professional analysis comes from Taiwan's financial magazine "Tianxia", which published a column the next day, describing Fang Zhuo's acquisitions in the semiconductor field and the possible related impacts.
"Xiangjiang media used a description - Fang Zhuo's semiconductor kingdom, which is an interesting summary in view of the various obstacles to the development of semiconductors in mainland China."
"It's just that Fang Zhuo's semiconductor kingdom has always been obscure or intentionally hidden."
"Taiji's industry white paper last year and Mr. Zhang Zhongmou both named the development of ice core at the press conference. In fact, it is catching up very quickly in the field of advanced manufacturing. According to Taiji's vice president, the gap has now narrowed to 2-3 years."
"Ice core is the core of Fang Zhuo's semiconductor kingdom. He used this core to cooperate with Qualcomm to provide key processors for Yike's consumer electronics products, so as to complete a positive hematopoietic cycle."
"Qualcomm-Bingxin-Eco, this combination has achieved great success in the past two years. Qualcomm's high-end chips have opened up the 3G smartphone market. brand."
"This is an external cycle that Fang Zhuo deliberately created."
"Around the ice core, what we can observe is that he established the ice core wafer manufacturing alliance (now renamed the Huaxia wafer manufacturing alliance, and SMIC also joined it), lobbying and encouraging the upper management of China to increase investment in the semiconductor field, and the establishment Established an industrial fund for integrated circuits, supported the upstream and downstream links of semiconductors and formulated standards."
"For the time being, we can't observe the effect of this aspect. First, it is carried out relatively secretly, and the mainland media does not disclose it. Second, the effects of these actions themselves will take time."
"We can only say that there is SMIC first, and then Ice Core. The latter seems to have taken the baton from the former and strengthened the mainland's semiconductor industry chain in a stronger and planned way."
"Let's talk about Morningstar again. This time, Fang Zhuo forcibly controlled Morningstar regardless of public opinion. This is obviously a multiple preparation for his semiconductor kingdom."
"It is reported that Yike has started to design its own chips. It is said that Apple and Samsung are also involved in this part. This move may anger Qualcomm and bring changes to the next M and S series phones."
"No matter what the result is, Yike's move to recruit semiconductor talents and strengthen design capabilities during the financial crisis has been confirmed. This chip department is clearly positioned as an internal high-end product."
"It's just that, according to the habit, chips of this positioning will not be supplied in the short term even if they are adopted. Then, Yike's YMS ecological manufacturer in the mainland, should their entry-level mobile phones always use MediaTek chips?"
"Obviously, Fang Zhuo's acquisition of MStar is the answer. At least, MediaTek will not be the only answer to the YMS ecosystem."
"Fang Zhuo has Yike's own IC design department for high-end chips, and Morningstar (Future) for low-end chips, which once again strengthens the influence and control of YMS ecology, and further complements his semiconductor kingdom."
"With the rise of the strength of the semiconductor industry in mainland China, the semiconductor people headed by Fang Zhuo undoubtedly launched a severe challenge to us."
Fang Zhuo saw the Baodao "Tianxia" report on the afternoon of January 1, and just before reading this content, he had just finished a call with Cai Mingjie, the head of MediaTek.
This is Cai Mingjie's initiative to call, and his tone is very polite, but what he is talking about is the cooperation between MediaTek and mainland mobile phone manufacturers.
For example, Meizu, Hanvon, and Kesheng all use chips previously developed by MediaTek for Yike. First, the cost is low, and second, Qualcomm does not value this one.
This is actually more of a buyer's market. MediaTek is now vigorously transforming smartphone chips, and it needs to look at the purchases of manufacturers. In particular, Qualcomm has also begun to sink its products, which is another new competitive pressure.
Compared with MediaTek, many manufacturers may still prefer Qualcomm, which has shined at the high end in the past two years.
Cai Mingjie had noticed the news between Mr. Fang and Chenxing long ago, but due to the weakness in the relationship between supply and demand, he waited until the matter was over before making this call.
Yike does not purchase MediaTek chips, but Yike still has a good influence on YMS mobile phone manufacturers as a leader with less restraint.
Cai Mingjie was quite worried about Chenxing being included in the Yike Department.
Faced with this undisguised worry, Fang Zhuo has only one stance: Only with competition can there be progress.
This matter can actually be looked at very simply. No matter how Morningstar positions itself, if its products are not qualified, mobile phone manufacturers will not adopt them. This is the most basic and irreversible point.
As for absolutely fair competition, Fang Zhuo didn't say that, and Cai Mingjie didn't pursue such a promise.
What about MediaTek depends on MediaTek itself.
From the current point of view, it still needs a lot of hard work for Morningstar to make a breakthrough.
Fang Zhuo put down the "World" magazine, thought quietly for a while, and sighed spontaneously: "It's better to be a technical master."
Secretary Liu Zonghong made tea silently by the side without responding.
From last night to today, he knew that Mr. Fang was in a normal mood, and it seemed that the friendly exchange with Zhang Zhongmo and others had actually lowered his mood.
Liu Zonghong served tea, and saw the boss fell into deep thought again, so he pondered for a while, thinking that showing Mr. Fang to the Hong Kong media reports at this time might have a good effect and relieve his mood.
When Fang Zhuo raised his teacup again, he saw the notebook pushed by the secretary, which contained the summary of Xiangjiang media reports.
——Fang Zhuo captured Chenxing, Zhang Zhongmo bluntly said it was unacceptable!
——The richest man in the mainland meets the godfather of semiconductors at night, and there is another truth to the Morningstar incident?
——Fang Zhuo went crazy at the entrance of the hotel, and slapped the boss of the treasure island industry!
——Fang Zhuo has copper lips and an iron tongue, the guts of aluminum alloy, and the heart of stainless steel!
Fang Zhuo just looked at the title and laughed dumbfoundedly: "Why didn't you put the quotation marks in this slap, those who didn't know thought I was really hitting someone."
Liu Zonghong said: "The title is just eye-catching, no one will believe it."
Fang Zhuo was sipping his tea, and casually clicked on it to read the content. It should be the media that was relatively far away last night. He only saw the communication between the two sides and didn't know the specific situation.
He looked at it, and his thoughts wandered a little bit, and he didn't come back to his senses until a phone call came in.
After answering the call from the mainland company, Fang Zhuo pushed away his notebook and shook his head: "Don't read it, we still have a long way to go to catch up. Zhang Zhongmo and I talked about the long-term, and I also believe in this long-term. The problem is that we are in reality. There is still a lot of pressure to catch up."
Long-term goals require realistic efforts to catch up. Based on the present and looking ahead, there is still a big gap in every link. Simply speaking, the gap is narrowing in the wafer manufacturing process of ice core. However, this catch-up is based on less external interference in the case of.
Even Zhang Zhongmo and his group know the biggest problem that Bingxin will face. He is in it, so he is naturally more aware that this is not just a challenge faced by an enterprise, but a situation that the entire industrial system will encounter.
Fang Zhuo pondered for a long time, even the teacup in his hand became cold, and suddenly he laughed for no reason.
Liu Zonghong, who was full of the boss's schedule, shivered, and subconsciously asked, "What is Mr. Fang laughing at?"
"From one crisis to another, from one Damocles sword to another Damocles sword." Fang Zhuo shook his head, "This is interesting."
Liu Zonghong was pondering what the boss said, whether it is considered to be from the Internet bubble crisis to the global financial crisis, then...
He turned his thoughts around and said, "Zhang Zhongmao may not be able to see the next crisis."
"The old guy can live a very good life. You can see how energetic he was last night." Fang Zhuo got up and walked a few steps to the window. .”
If the crisis is established, the stronger the ice core, the greater the role it can play, and the greater the room for maneuvering.
He suddenly changed his position to the other side just now. If he made a move on the protruding ice core, would he kill it all at once or just smash the protruding head back?
The high probability is the latter. This kind of action is to continue to increase the price instead of throwing it out. If there is no reason to do 28nm instead of 7nm.
There can also be a period of strategic dislocation in the middle.
Today's ice core is trying its best to pursue high precision, and the other party also focuses on this high precision, but at that stage, the more important thing is the second high precision, which is the competition of the entire industry.
The general trend is hard to change, and the development and response of specific enterprises is still a proposition with multiple answers.
"A stable supply chain is very important." Fang Zhuo said a word without beginning and end, then turned around and asked, "What time is the invitation from the University of Hong Kong in the afternoon?"
Liu Zonghong immediately replied: "3 o'clock."
Fang Zhuo nodded, and seeing that there was still a lot of time, he called Yang Weiyi. Morningstar had just passed over, and there were still many important matters. For example, what about Morningstar's headquarters in Hsinchu?
Hsinchu is the Silicon Valley of Taiwan, with a complete industrial chain and related ecology, and the development of Morningstar has also benefited a lot.
However, the Morning Star headquarters needs to be moved under the current situation, and it is not appropriate to directly uproot it.
At present, Yang Weiyi's preliminary idea is that the name of the Hsinchu headquarters will remain unchanged, but a business center can be set up in Xiangjiang to facilitate the radiation of Morningstar's market, and a research and development center will be set up in Shencheng or Luzhou in the mainland, so as to differentiate Hsinchu's status and finally complete A 'Cayman Morning Star' vicissitudes.
Fang Zhuo felt that this idea was okay, and he still believed in Yang Weiyi's ability.
It is not his problem that Chenxing has come to today, but the problem of the two chairman before and after.
After a long phone call, the time is almost up.
Fang Zhuo had no other arrangements for this trip to Xiangjiang, except to resolve the ownership of Chenxing. However, things went well for Chenxing, and thinking about coming, he just turned back the public opinion and accepted the offer from Xiangjiang University. invite.
The School of Business of Hong Kong University and the Office of Technology Transfer intend to jointly organize a series of seminars on entrepreneurship this year to cultivate and stimulate entrepreneurial spirit through forums, social gatherings, events, courses, market discussions, joint workshops and online platforms. Change the world with innovation and enthusiasm.
With the idea of giving it a try, Lin Chen, the deputy dean of the business school, invited Mr. Fang Zhuo, the head of Yike, and he was really happy to get a response.
Fang Zhuo planned to see the enthusiasm of the students with an afterthought, which was much more relaxing than watching a group of semiconductor old men.
From [-]:[-] p.m. to [-]:[-] p.m., Fang Zhuo and his team visited this prestigious school accompanied by the senior management of HKU, and also generously donated money to support the business school’s entrepreneurial activities with practical actions.
"I know Mr. Fang has always been concerned about education in the mainland, and it has always been a good talk about scholarships for integrated circuits in major schools." Vice President Lin Chen talked about Fang Zhuo's investment in the field of education.
Fang Zhuo smiled and nodded: "I'm not good at studying this matter, but I know it's always right to support education."
"I'm in awe of Mr. Fang's 'I see who doesn't like semiconductors' scholarship." Lin Chen said seriously.
Fang Zhuo glanced at the talkative vice president: "It doesn't matter if you laugh in awe."
Lin Chen smiled solemnly: "Mr. Fang, deeds speak louder than words. No matter what others say, I deeply admire Mr. Fang."
Fang Zhuo smiled and continued to walk forward slowly.
However, as they wandered around the campus longer, more and more students surrounded them.
Professor Lin Chen is very popular with students. He explained Mr. Fang's support for the school's activities on the spot. Thinking of the semiconductor scholarship discussed earlier, he asked Mr. Fang to name the competition for entrepreneurial activities on the spot.
The business school will follow up with related competitions and project sponsorship funds determined on this basis.
"I don't know how to name it, but since it's a business, I believe everyone will have the dream of changing the world." Fang Zhuo met the eyes of the teachers and students, and pondered for a while, "Then it's called 'Harry Cup' Well, Harry will finally defeat You-Know-Who."
He said with a smile: "Welcome more students to grow up on the road of entrepreneurship and defeat evil giants."
The leader of the giant sent out an invitation, which received jubilant applause from the scene.
Fang Zhuo likes this kind of excitement.
But because of this excitement, the footsteps of the group were also hindered.
A student next to him raised a question loudly: "Mr. Fang, are you hostile to acquire Morningstar this time?"
Fang Zhuo smiled without saying a word.
Professor Lin Chen and others began to signal for everyone to make way. Why did they start asking the donor such a question?
"Mr. Fang, what do you think of Penguin's Ma Huateng?" another student asked.
Fang Zhuo came to his senses, and followed the voice and replied: "Pony and I came here through hard work. In fact, we have a good personal relationship. He is a good person. I plan to pay him New Year's greetings this Spring Festival."
"Is it a good personal relationship because the phone has been blocked?" The students are obviously very concerned about current affairs.
Fang Zhuo said nonchalantly: "The phone is not the only communication channel, Pony has already added me Yixin, and we are reconciled."
There was laughter at the scene.
"Mr. Fang, how do you evaluate Xiangjiang?" A student asked a big question.
Fang Zhuo thought for a second, then replied, "I hope that I came to Xiangjiang not to buy luxury houses, but to see if there are good high-tech."
The laughter died down.
Fang Zhuo smiled and said: "Everyone seems to be upset, I'm lying to you, I'm not here to see technology, I'm here to buy a luxury house in Taiping Mountain."
The laughter was completely gone.
Vice President Lin Chen coughed and invited President Fang into the building smoothly.
So far, Fang Zhuo's visit to Xiangjiang University has received enthusiastic response and achieved a complete success.
And that night, Fang Zhuo turned down many dinner invitations and was about to apply again the next day. Wei Boyun, vice president of Morningstar Semiconductor, called in.
His voice on the phone was expectant: "Boss Fang, I..."
Chen Xing fell into the clutches of the devil. He hadn't received a call from Mr. Fang from the day before yesterday to today, so he felt a little uneasy. Mr. Fang won't let go of the grind and kill the donkey, right?
Although Mr. Yang and Mr. Lin are in charge, but...
Fang Zhuo heard Mr. Wei's voice and remembered that there was still such a problem. He said "um", knowing the purpose of the call, and asked directly: "Do you want to stay in Chenxing or go to Bingxin?"
Wei Boyun didn't answer, but asked, "Where does Fang think I can play a better role?"
I am not seeking personal development, I am here to contribute light and heat to Mr. Fang, and I will go wherever I need it.
Fang Zhuo really thought about it carefully, and then said: "Let's go to Bingxin's Lin'an factory, there is a lot of room for development there, well, don't go now, after the Spring Festival, Morningstar will have a stock incentive, Take the money and go."
This time, I used money to come in, so use the money to the end, and it can be considered to appease the follow-up changes of Morningstar.
Wei Boyun was very moved, Mr. Fang was really, he was really... No wonder Shen Xin's Wang Fengyi was always so devoted to the other side, there were many benefits exchanged behind the scenes.
Whoever exchanges, who is happy!
"Mr. Fang, when I arrive in Lin'an, I must make a sample of my work!" Wei Boyun stated, speaking very plainly, "I will definitely live up to Mr. Fang's expectations!"
He let out a sigh of relief, and decided to make a sample of his work so that Boss Fang could buy another private jet as soon as possible.
"If you expect or don't expect, you people, just slander me less behind your back." Fang Zhuo said with emotion, "Let's make money together."
Wei Boyun held back his emotions and said seriously, "Mr. Fang, I will definitely work hard."
Fang Zhuo ended the call, thinking that this trip to Xiangjiang is still very good.
On January 1, Fang Zhuo returned to Shencheng by plane in the morning, and "Cayman Morning Star" ushered in a sharp rise in stock price when it resumed trading at 14:2 pm, announcing that this hostile takeover was favored by the secondary market.
Of course, it may also be because of the offer price of HK$26 announced by Fang Zhuo at the general meeting of shareholders.
——Mainland media: Mr. Fang's entry into Morningstar may change the company's future prospects!
——Heung Kong Media: Cayman Morningstar’s share price soared, and Fang Zhuo’s gold dollar offensive worked!
——Treasure Island Media: Liang Gongwei made a mistake, Xiangjiangkong left a grudge, Fang's richest man is scheming, and he is a morning star!
(End of this chapter)