Chapter 794 The First Investor in China (Two in One)

On the first day of December, Fang Zhuo was in Luzhou. IDG reduced its holdings of Yike shares, Yiguo steadily digested the results of Double Eleven, and Taobao announced that it had achieved its full-year goal ahead of schedule.

As usual, Shenxin Kechuang held a meeting to sort out its work in the new month.

General Manager Wang Fengyi evaluated the performance of each department last month in high spirits, and also determined that the full-year work report would begin in the middle of this month.

However, just as the meeting was about to end, a deputy general manager's words made the meeting room unusually quiet.

"IDG is reducing its holdings of Yike shares. This matter seems a bit subtle."

It is not known whether IDG is subtle or not. What everyone knows is that Mr. Wang and Mr. Fang have a good relationship. It is subtle to mention such words at this time.

Wang Fengyi did not drink last night. He smiled slightly and said, "I have been thinking about this matter these two days, but I have no clue. Since Mr. Xu mentioned it, let's discuss our attitude towards Yike together."

How to deal with Yike's stocks, of course, must follow the organizational process to make decisions. Is Shenxin Kechuang a one-man show?

Can I, Wang Fengyi, make the final decision based on my achievements in investing in Penguin, Yike, Yiguo, and Bingxin?

Of course not, organizations have their own ways of doing things.

If there is any problem, it is not all up to one person.

However, even if Wang Fengyi spoke, no one else in the conference room came to discuss it - the relationship between Mr. Wang and Mr. Fang is there, who knows if Mr. Wang and Mr. Xu are suddenly going to fight?

Seeing this, Wang Fengyi drank a sip of lemonade and continued: "IDG's reduction of holdings is said to be mainly due to Apple's recent promotion of its mobile phone. Apple's promotion is very loud, and it is a system and a surprise, but Yike's Android system is quiet. It is good news that it pulled in domestic operators when Lehman shorted it. Do you think this Android system can succeed?"

The general manager's voice was hesitant and distressed.

Ever since Apple had a name controversy, it has gradually begun to actively release news to the outside world, but the time of the new phone launch conference is still surprising, which is faster than expected.

Seeing that the general manager seemed to really want to discuss this matter on the stage, several people considered how to start.

"It is generally not difficult for domestic operators to stand on the platform. This is actually not very proof of the cooperation of the Android system, but the smartphone system announced by Apple seems to have been really made."

"It is not certain how effective this so-called smartphone system will be before the press conference, but Apple has its own computer system after all. On the other hand, Android seems to be a ragtag army. Yike's scientific research capabilities, Google's investment, and the interest of cooperative manufacturers are all questionable."

A director talked about his own views.

Wang Fengyi nodded slightly. The development of a smartphone system is not easy, and it is inevitable to have doubts about Yike. This is bad news.

Seeing that the discussion atmosphere was more appropriate, another director also spoke up: "Speaking of which, I have always had a question. Mr. Fang seems to regard Apple as Yike's important competitor in the mobile phone field. What about Nokia? What about Samsung? Is this a misjudgment?"

"If we really want to enter the mobile phone market, Apple is more threatening because of iTunes, which has music copyrights, but it also needs to sell its products. According to the current situation, there is no need to be too pessimistic about Yike's stock price. We must always have confidence in the other party."

Someone retorted: "If the other party is always confident and believes that he can make a good mobile phone, then why don't you believe in his judgment of his competitor Apple? If you believe in his judgment, then Apple's mobile phone is right in front of you, and his "good mobile phone" has not made any strong progress."

He continued: "If you don't believe that Mr. Fang can make a good mobile phone, then the stocks held by our Shenxin Kechuang... the uncertainty in the future is increasing, and even IDG has taken action."

Wang Fengyi raised a question thoughtfully: "Is Yike's stock at a relatively high level?"

The answer to this question is not much disagreement. Most executives think that Yike's stock is at a relatively high level.

The stock price is relatively high, and the uncertainty in the future is increasing rapidly. If Yike can perform well in the future and even specifically link up with the domestic mobile phone market, we can reduce our holdings now and increase them in the future.

Wang Fengyi was moved and said with a smile: "At worst, we can sell the stocks and invest in Yiguo. I believe Mr. Fang can understand. Mr. Fang said that he wanted to be the Amazon of the East. Yiguo may not be the second Yike in the future."

At this time, Deputy General Manager Xu, who first brought up the topic, expressed his opinion: "I think that some things should be viewed in two ways. I believe Mr. Fang can make a good mobile phone, but I don't believe Mr. Fang's views on Apple mobile phones. On the contrary, mainstream products such as Nokia and Samsung have not shown any impact on Yike's music player."

Many people in the conference room said "Huh" in their hearts. Didn't you take the lead in saying this?

Deputy General Manager Xu continued, "But some things should be viewed together. In the current context of Lehman Brothers shorting Yike, reducing holdings is an attitude. Is Yike just Yike's business?"

"Whether it is Bingxin or Yiguo, one has taken the lead in the domestic B2C track, and the other is highly valued by the top. Mr. Fang's influence in all aspects cannot be ignored. Moreover, we also understand Mr. Fang's temper to some extent."

"We are not an institution like IDG at Shenxin Kechuang. Should we consider issues from a more comprehensive perspective when doing things?"

"What do you think?"

The deputy general manager first split into two and then merged them into one. This tone was established after full discussion.

The most important thing is that his behavior is more subtle than his words.

Wang Fengyi nodded slowly, looking quite convinced. What kind of organization is IDG? What kind of organization is Shenxin Kechuang?

When we do things, we must consider the impact, the image of Shencheng, and the health of the industry.

Should I take action just because Xiong Xiaoge took action?

Am I not much better than Xiong Xiaoge?

Can I, Wang Fengyi, do something like selling Penguin shares?

The meeting room is still in full discussion, but everyone naturally displays various advantages that outweigh the disadvantages.

In the end, Wang Fengyi went through the organizational procedures, repeated research, full discussion, and respected everyone's opinions, and decided: "Okay, then we Shenxin Kechuang will be the collaborator and supporter of the enterprise, and we must establish a beneficial and long-term relationship. This not only refers to Yike, but also our attitude towards the enterprise."

There was warm applause in the meeting room, and the general manager's instructions were convincing.

Wang Fengyi nodded with satisfaction.

I invest in what Xiong Xiaoge invests in, I dare to invest in what Xiong Xiaoge dares not to invest in, I face challenges that Xiong Xiaoge retreats from!

The president of IDG feels ashamed of himself when he sees me, and the richest man in the mainland calls me brother when he sees me.

Who is the top investor in China?

Wang Fengyi patted the table, leaned back, pushed his office chair away from the conference table, and said in a deep voice: "Okay, adjourn the meeting!"

...

When Fang Zhuo returned to Luzhou from Beijing, he did not make a big fuss.

The purpose of this trip was not suitable for high-profile.

But on the first night of arriving in Luzhou, he still had a casual meal with the familiar Secretary-General Luo Minghua.

The two did not drink, but pragmatically exchanged what they had and talked about the development of the company.

As the administrative contact person of Bingxin in Luzhou, Luo Minghua has always been very concerned about and familiar with the movements of this precious company. This time when he met Mr. Fang, he actually had a situation that he wanted to understand. Why is there no movement in the research and development of Bingxin 90nm?

However, given Mr. Fang's sometimes unpredictable temper, he was very cautious in his words.

"Well..." Fang Zhuo pondered.

Luo Minghua expressed his opinion: "Mr. Fang, you know us. I heard that Bingxin had completed the risk trial production of 90nm. Although there has been no movement for a while, we don't understand the technology and are afraid of causing trouble, so we didn't ask more."

"It just so happens that you are going back to Luzhou this time. I was thinking, if you really encounter some difficulties, is it that Bingxin or Mr. Fang is embarrassed to speak up, in this case, then we will come."

"The connections and administrative relationships of the University of Science and Technology can play a role to some extent."

Luo Minghua is deeply moved.

On the one hand, it is true that he said so. On the other hand, there is no news about Bingxin's 90nm, but Lin'an Plant 2 and Shencheng Plant 3 have established projects. Although the technical routes and product areas are different, there are also some doubts here in Luzhou...

Could it be that Mr. Fang's semiconductor strategy has changed its focus?

However, adhering to the attitude of "I treat you as a national hero", this doubt has never been expressed. After all, Luzhou can't get much.

"In fact, there is really no difficulty. Bingxin's production capacity orders have been gradually increasing since the beginning of the year. This is due to the improvement of our yield rate and the further expansion of the LCD TV market. Professor Hu Zhengming has made great contributions." Fang Zhuo still did not specifically mention Bingxin's generation-skipping research and development, and vaguely said, "Bingxin's process technology is actually making more attempts."

He picked a point that is easy to understand: "We are negotiating with Qualcomm. Once there is progress, Bingxin will continue to make a lot of progress."

Luo Minghua immediately chose to believe it and smiled, "That's great!"

He never mentioned the process development cycle. Luzhou's semiconductor strategy is centered on the development of Bingxin. It is indeed very concerned about Bingxin's situation, but it is impossible for Mr. Fang not to worry about it. As long as there is a general understanding, it will be fine.

Bingxin is sometimes a sensitive company. In the middle of the year, there is a foreign audit team to Luzhou to confirm the purchased equipment.

Luo Minghua prefers roughness to fineness, and Chunchun hopes that Bingxin will get better and better.

The next day after returning to Luzhou, Fang Zhuo inspected Bingxin. He did not put on the airs of a chairman, but just learned about the current situation with Qiu Ciyun and three others.

Since Liang Mengsong abandoned the dark and joined the light, Bingxin has gradually accepted engineers from Taiji. From the end of August to November, nearly 20 people successfully joined the company, and Liang Mengsong himself lived in San Francisco after officially leaving Taiji.

Like his mentor Hu Zhengming, he joined the University of California, Berkeley, and registered an IC design company, temporarily supporting a group of nearly 30 engineers in the United States.

In the eyes of Taiji, these engineers are more like losers in the factional struggle after the new president took office. It is a pity, but if they really leave, there is no need to worry about no one filling the position.

According to Liang Mengsong's plan, the people in his IC design company can fly to Shanghai in a while, just in time to serve as the technical backbone of Shanghai Plant 3, because the cooperation with Sony's sensor production line is very suitable for the work experience of Taiji's people.

Along with the running-in of Liang's engineers, Bingxin is also selecting core engineers to receive training from Liang Mengsong, who will return to China with legitimate reasons at the beginning of next year.

In addition, Qiu Ciyun, Hu Zhengming and others communicate with Liang Mengsong on the 65nm process almost day and night.

A talent who almost sits in the highest technical position of the station reporter, the guidance and experience or leaks he can bring, this is still beyond Fang Zhuo's expectations.

The prospects that Fang Zhuo heard from Qiu Ciyun were extremely promising, and Bingxin had made great progress in generation-hopping research and development.

"If it goes well, we will be able to conduct risk trial production of 65nm in the second quarter of next year. By the end of next year at the latest, I believe that with everyone's efforts and Dr. Liang's experience, we can complete competitive mass production."

Qiu Ciyun's statement is very confident. Competitive mass production is not just about qualification, but also about the high yield rate.

In the past, I saw Mr. Fang trying every possible means to poach people, but now I actually communicated with Liang Mengsong and realized how good it is. Although Dr. Liang is famous as a Taiwanese reporter, his reputation as a Taiwanese reporter seems to have obscured some of the dazzling talent of him.

Fang Zhuo made a simple calculation: "Taiwan has started large-scale delivery of 65nm products this year, and will definitely complete the trial production of 40nm next year. I heard Dr. Liang say that 28nm will be a threshold and a good opportunity for us to further narrow the gap. ”

"Next year we can complete 65nm and then talk about other things. Taiwan and Intel are at least a generation and a half ahead of us if we move forward smoothly. This is just the process technology. Taiwan is doing advanced packaging this year, which seems to be the future. "The direction." Qiu Ciyun shook his head slightly, "There are all-round gaps before us. 28nm is expected to close the gap. I don't know if 1FET can be a benefit to us again."

The reason for 28nm is that this node is relatively difficult and can easily slow down leaders. FinFET is because of the academic research of Hu Zhengming and Liang Mengsong.

Fang Zhuo listened to Mr. Qiu's analysis and nodded silently. It was already very good. Next year is a critical year. The actual progress of 65nm will determine the chain reaction of many things. The most obvious relationship is the cost of chips alone.

He spent another half day listening to the layout of the second and third factories. The machines from Lin'an had already arrived at the factory, and they were actively recruiting people. The cooperation with Qimonda was a first glimpse.

However, there is no need to worry about this. The price of storage products has been falling recently. The more you work, the more you will lose.

According to the all-round impact of the financial crisis, I am afraid that this field will not be better or even worse in the next one or two years. This is the advantage of latecomers like Bingxin.

"Mr. Qiu, you don't have to accompany me to the manufacturers' meeting tomorrow. You can just be busy with business. I'll just hang around and check on everyone."

Fang Zhuo's return coincided with the domestic manufacturers meeting of the Ice Core Wafer Manufacturing Service Alliance, so he wanted to put aside the paper report and take a look at the real situation.

Since 2005, Bingxin has taken the lead in establishing a wafer manufacturing service alliance, aiming to help domestic suppliers with their technological progress and use demand to drive development.

The second semiconductor equipment evaluation meeting has been held this year, but this is a temporary increase in December. The reason is that the storage of Lin'an No. 2 Factory and the sensors of Shencheng No. 3 Factory do not pursue the most advanced processes, but instead increase supply to domestic equipment manufacturers. Proportional chances.

Therefore, a large number of domestic manufacturers came to participate in this meeting, and their attitudes were also very enthusiastic.