Chapter 751
"It's impossible for Amd to become our largest chip supplier again," said Lin Qi. "We have lost our trust since Amd launched hybrid architecture chips and tried to seize the dominance of the technology upgrade in the xrm architecture market."
Jerry Sanders smiled bitterly: "I don't expect to be the largest supplier, but at least you still hold 25% of our Amd Company's stock. Are you planning to stop saving the Amd Company from bankruptcy? Is it worth the penny of depreciation of the stock?"
"You don't have to threaten me. Even if Amd Company goes bankrupt and liquidates and sells assets and patents, the valuation may be higher than the current value. There are a large number of potential competitors in the market, and they are interested in Amd Company's technical team and patents." Lin Qi said.
Today's Amd company is not selling all its chip factories like it did later, leaving only the technology R&D department.
On the contrary, Amd Company now has factories that are only slightly inferior to Intel. The overall process level and production capacity are among the few super manufacturers on the planet.
Nowadays, many semiconductor companies want to learn about the most advanced technologies and processes, the best way is to acquire semiconductor giants with more advanced technologies than themselves.
"You wouldn't think that after Amd went bankrupt, the new startup electronics group would have the opportunity to acquire these assets? It's impossible...it's not just a matter of money." Jerry Sanders reminded.
"It's a political issue," Lin Qi said. "I know very well that being able to acquire the assets of Amd Company is either the United States' own business or the financial investors of countries that the United States considers impossible to threaten it."
Later in 2006, after Amd acquired the well-known brand ATI in the graphics card industry, it paid huge capital expenditures and its debt scale soared. So much so that after 2008, it would have to cut off its arm and sold the wafer factory to Grofton Semiconductor Co., Ltd. After Amd sold the wafer factory, it continued to find Grofton Semiconductor to manufacture chips, and lost its wafer factory autonomy.
The consortiums of the amd wafer factories they bought are mainly from the Middle East, because these countries cannot have semiconductor industries and cannot compete with related industries in the United States. The wafer factories are still in the United States, so the United States will allow acquisitions. In fact, even if Groft Semiconductor is kept by the Middle East local tyrants, it cannot be considered as a tyrant from the Middle East. The tyrants only have the right to obtain financial benefits. In terms of semiconductor technology, the American team is still led by the American team, and the tyrants are not allowed to send people to learn experience. Of course, the tyrants are not so ambitious. After acquiring a high-tech company, they arrange a bunch of people from their own country to learn technology. On the contrary, the tyrants in the Middle East are just shareholders of large American companies, but they are not interested in improving the technological level of their own country.
If it were a country with a huge industrial scale like China, it would be a damn thing to acquire the American high-tech giants if they could be allowed to acquire it. Because if China acquires related factories, it will definitely send a lot of people to study. It won’t take long to understand a lot of high-tech and reduce ten or twenty years of struggle.
It is precisely because of appreciating China's potential and ambition that... the United States does not allow China to acquire its domestic companies with high technological content.
"Since you understand it well, you should know that if the situation in Amd worsens or even goes bankrupt, your interests will be damaged. It is someone else who picks up the bargain, such as Intel, ibm and the like..." Jerry Sanders warned.
Lin Qi couldn't help but feel funny when he saw Jerry Sanders' imitation.
When China does not produce chips, American chip manufacturers are very arrogant. They like to buy but not buy. If you want to cut off the supply, you can cut off the supply, and if you want to raise the price, you can raise the price.
Now, China's semiconductor industry, driven by the New Entrepreneurship and Linmeng Technology Company, has the ability to independently upgrade the process level and architectural design. On the contrary, American chip manufacturers are anxious and hope to obtain orders for foundry.
After all, compared with other industries, chip foundry is still an industry with high threshold and high added value. However, the competition is also very fierce. If orders cannot be obtained, the losses will be greater than those of traditional industries. Because... the law of Moore's Law, technology will be updated every two years.
Therefore, the most advanced wafer fabs that are newly put into production must make back their capital within a three-year cycle. Because, three years later, the technical content has depreciated. The value of the equipment has also dropped very quickly.
It is precisely because only with high-efficiency production, order saturation can the wafer factory survive. If newly put into production have few orders, even industry giants will find it difficult to withstand this cost pressure.
"It's not impossible for Amd to regain our technical authorization and orders! However, we need Amd to promise that we will no longer use the trick of so-called hybrid architectures and try to seize the dominance of the technology upgrade route of CPU architecture from us." Lin Qi said, "In terms of chip design, you have also seen the level of my technical team. Even if we produce with more backward processes, we can still achieve a comprehensive lead in power consumption and performance based on our architectural design capabilities. Therefore, it is not that we cannot do without Amd. On the contrary, if Amd leaves our authorization, the situation will be quite difficult."
Lin Qi can clearly see the situation of Amd Company because in recent years, Xinzhan Electronics Group has been focusing on Amd's operating conditions.
At the beginning, after the hybrid architecture chip was launched, it once became the third option besides PC and Pangu computers with the help of partners such as ibm, Microsoft.
But... I have to say that the new PC is now cold! In 1990, the new PC with hybrid architecture chips has achieved sales of 15 million units.
In 1991, the sales of new PCs with hybrid architecture exceeded 20 million units.
After that, in 1992... Well, sales have fallen below 10 million units. Moreover, consumer reviews are everywhere, because there are a lot of compatibility problems, whether it is the software of the PC platform with the x86 architecture or the application software on Pangu computers with the xrm architecture.
These compatibility issues should be communicated with software and hardware manufacturers, so that major manufacturers can redevelop applications on a hybrid architecture platform.
At the beginning, some software manufacturers were looking forward to developing new markets, but soon found that they were cheated. The hybrid architecture was the market and had already declined in more than two years. By the third quarter of 1992, the monthly shipments fell below 500,000 units.
By the fourth quarter of 1992, monthly shipments fell below 200,000 units...
IBM, which was originally the leader in developing the new PC platform, also stopped purchasing hybrid architecture chips. After cleaning up inventory, it was ready to exit...
In order to enter the hybrid architecture chip market, Amd has invested in several new factories, and it is now cold. If you don’t beg for the new entrepreneurial electronics group to enjoy the food, Amd will be cold.
"Luban's first-generation architecture chips are authorized to be produced by you! But I have a requirement..." Lin Qi said.
Chapter completed!