Reborn in 2011, 985 missing from two copies

Chapter 622 Who is in charge? Nighthawk Plan!
"Doesn't TSMC have Xingyi Technology? From now on, all Qualcomm's chip orders will be given to Samsung!"

Recently, the iPhone has been crushed by the Xingyi phone, and Qualcomm chips have also been badly impacted by the Kunpeng chip.

Now that TSMC has come together with Xingyi Technology again, Jacob is extremely angry and directly regards TSMC as his number one enemy!

The vice president agreed: "That couldn't be better. And in exchange, all of Samsung's mobile phone chips in the future must be purchased from us Qualcomm chips, starting with Snapdragon 820!"

"That's right. We outsource our chip orders to Samsung, and Samsung phones use our Qualcomm chips. Qualcomm and Samsung are mutually beneficial, and it is in the interests of both parties to jointly deal with TSMC and Xingyi Technology!" Jacob agreed.

Samsung did not purchase the Snapdragon 810 that will be launched next year, so Qualcomm gave all the orders for Snapdragon 810 to TSMC for foundry.

This kind of cooperation will only hurt both Qualcomm and Samsung.

But the Snapdragon 820, which will be launched next year, can completely change this situation.

"You go to Samsung immediately to discuss this matter." Jacob said, then changed the subject: "No, I will go there myself!"

Perhaps he was too angry, so the next day, Qualcomm Chairman Jacob went to Samsung.

Samsung attached great importance to this, and Chairman Lee Kun-hee even met with Jacob in person.

The two bosses met and had a great conversation:
"It's been a long time since we last met. Director Li is getting stronger and stronger!"

"Haha, thanks to Mr. Jacob, I think you are even more charming than before!"

"Don't mention it. I've been really angry lately. That idiot TSMC is actually working with Xingyi Technology again. That's amazing."

"To be honest, the development of the Xingyi mobile phone has also had a huge impact on us at Samsung. Especially after the internationalization of the Xingyi mobile phone and the Wujie mobile phone, the sales of the iPhone have dropped by 40%, and the sales of our Samsung are almost the same! Sigh!"

Lee Kun-hee was filled with emotion and had no way of expressing his grievances.

The sales of both companies are declining rapidly, but the public's attention is on Apple, while no one is paying attention to Samsung.

It seems that many people think that Apple’s plummeting sales is a big deal.

And Samsung's plummeting sales is just a small matter and seems normal?
This is too much!
When running a business these days, the thing you’re not afraid of is negative traffic; what you’re afraid of is no traffic.

Once no one talks about a brand, no one cares about it, and no one pays attention to it, then this brand is doomed.

Previously, the mobile phone industry was talking about Apple, Samsung, Nokia, HTC, etc.

But now, the discussion in the mobile phone circle is about how the Xingyi mobile phone is, how the Wujie S1 is, how Apple is...

As for Samsung, Nokia and HTC, they all received much less attention.

Not only is there a lot less negative news, there is also a lot less positive news. No one is paying much attention to it anymore!
This made Lee Kun-hee shudder.

Jacob sighed: "Xingyi Technology is too powerful. It is our common enemy. We should cooperate sincerely!"

Lee Kun-hee agreed: "What happened in the past is in the past. Now Qualcomm and Samsung will unite against the same enemy."

"Yes, Qualcomm and Samsung, it's a win-win situation! Together we can fight against TSMC and Xingyi Technology."

Jacob said with a smile: "Therefore, I plan to outsource the mass production of the Snapdragon 820 in the fourth quarter of next year and the launch in the first half of the year after to Samsung! Using the most advanced 14 nanometer process."

"Okay, no problem, that's great!" Lee Kun-hee was delighted: "Similarly, next year Samsung's flagship phones will all be equipped with Snapdragon 820 SOC!"

"Let's join forces to deal with Xingyi Technology and TSMC!"

Without any surprise, the two sides quickly reached a consensus and formed a comprehensive strategic alliance to jointly deal with Xingyi Technology and TSMC!

It can be said that TSMC’s official announcement of winning the order from Xingyi Technology made Qualcomm firmly believe that TSMC had betrayed it and thus turned to Samsung in an all-out manner.

The entire technology industry will change in the future.

Samsung and Qualcomm are completely tied together, and TSMC and StarEasy Technology have formed an alliance again.

Apple is caught in the middle and plays along with the situation.

For example, at the beginning of this year, TSMC's 20nm was stronger than Samsung's 28nm, so Apple A8 was manufactured by TSMC.

At the beginning of next year, Samsung's 14nm will surpass TSMC's 20nm, and Apple A9 will turn to Samsung.

We will have to wait and see how the situation develops next year.

But what Qualcomm and Samsung could never have imagined was that Xingyi Technology did not really form an alliance with TSMC, and was even digging a big hole for TSMC!
To put it bluntly, this time, multiple parties are joining forces to destroy TSMC!

As for Samsung Semiconductor?
Wang Yi is not worried because Samsung's semiconductor R&D capabilities are limited and far inferior to TSMC.

Without Mr. Liang, Samsung would have difficulty in developing 14 nanometers, let alone 20 nanometers.

The result of the second trial is about to be announced. Due to the restrictions of the non-compete agreement, Mr. Liang will soon leave Samsung and will no longer be able to serve Samsung before the end of next year.

By then Samsung will be defeated.

It can be said that the threat posed by Samsung is far less than that TSMC.

TSMC, like Qualcomm, is Xiaomi's right-hand man.

Qualcomm is currently experiencing a series of setbacks. If it is forced by Xingyi Technology to continue to be aggressive and continues to fail, Qualcomm will be completely finished and Xiaomi will lose its right arm.

If TSMC is destroyed again and starts to decline, then Mike will be in big trouble!

Once America’s left and right arms are gone, the next technological war will be easier to fight.

When the time comes and he loses his arms, Lao Mi can only use his head to output damage!

This is Wang Yi’s strategic plan.

He thought clearly and decided to let go of the secondary enemy and deal with the primary enemy first!
Let go of Nvidia Mobile and Samsung Semiconductor, and go after Qualcomm and TSMC first!
But unfortunately, TSMC didn't know this, and Zhang was still immersed in the joy of winning a 2 million chip order from Xingyi Technology.

However, they didn’t expect that the big order was fake, but it turned Qualcomm, a big customer, into a mortal enemy, which was real!

Wang Yi was very satisfied with this situation: "Old Zhu, the game is set up, and we are just waiting for the next step to gradually end it."

"Haha, this year Apple and Qualcomm will face tragedy, next year TSMC will face tragedy."

"This is great."

Zhu Changlin was also in a good mood.

Wang Yi changed the subject and said, "Since our 14nm process will be able to achieve a breakthrough in the first half of next year and can be put into mass production, I think we should adjust our strategy."

"Chairman, what do you mean?"

"Speed ​​up the research and development of Kunpeng 920." Wang Yi said decisively:

"Mobile phones equipped with the 20nm Snapdragon 810 will be launched one after another next year. This is not a big problem. Given Qualcomm's nature, it is bound to fail."

"But in April next year, Samsung will release a new phone with a 14-nanometer chip, which will pose a significant threat to us."

Zhu Changlin nodded: "That's right. If our ultra-high-end flagship Xingyi X2 series continues to be equipped with Kunpeng 910 in March next year, and still uses the 28nm process, it will indeed be a big problem."

This is also the problem that Wang Yi is worried about.

No matter how powerful Kunpeng 910 is, it is still 28 nanometers. There is no problem for it to face the failed 20 nanometer Snapdragon 810. Kunpeng 910 has an absolute advantage.

But compared with Samsung's new 14nm flagship Orion 7420, it's hard to say.

虽然有XOS系统的60%提升，28纳米的鲲鹏910未必会输给14纳米的猎户座7420，但也会赢得很艰难。

And if we don’t count the paper performance of the system bonus, Kunpeng 910 will be completely defeated by the Orion 7420 which does not fail.

There is no way. There is still hope for 28nm to beat 20nm, but the gap for 14nm is a bit too big.

More importantly, users may not buy it.

The biggest drawback is that the process technology is two generations behind.

Especially when used on a super flagship like the Xingyi X2, it is really not impressive enough.

After all, these are super flagship phones priced around 9000 yuan, and it is really unacceptable to use 28nm chips.

Wang Yi took a deep breath and said, "In this way, we will fully accelerate the research and development of the 14nm Kunpeng 920, and at the same time postpone the release of Xingyi X2 and wait for Kunpeng 920!"

"This is the best. Since we own our own factory, as long as Kunpeng 920 can be mass-produced, we can launch Xingyi X2 as quickly as possible. This way, it will be ready in May."

"Sure!" Wang Yi nodded. "Releasing it two months later is better than using 28-nanometer chips. We were led by Apple before. They launched a new generation of chips and flagship phones in the second half of the year, and we followed suit and launched a new generation of phones and chips in September."

"But now, no need."

"Apple has already been defeated by us. There is no need to continue to follow its lead."

"In the future, we will release the most powerful chip of the year and the Xingyi X series super flagship in the first half of the year, and sell it for around 8000 to 10000 yuan."

"In the second half of the year, this most powerful chip of the year will be used in the flagship mobile phone Xingyi digital series."

"This is the best. If the opposite happens, and the Xingyi digital series overshadows the Xingyi X series, it would be a bit of a reversal of Tiangang." Zhu Changlin said with a smile.

"Yes, Lao Zhu, so when we release the Xphone 910 equipped with Kunpeng 4 in the second half of this year, we must also launch a Xingyi X910 pro and Xingyi X1 Pro max equipped with Kunpeng 1. Other configurations can remain unchanged, but the processor must be upgraded! We can't let the 8000 Xingyi X1 be beaten by the 6000 Xphone 4!"

"Okay, Chairman, this is no problem. It's just a matter of changing the chip. We are familiar with it!" Zhu Changlin agreed quickly.

Some mobile phone manufacturers directly purchase third-party design solutions, and replacing the chip is very troublesome and difficult.

But Xingyi Technology is different. All of its mobile phones are developed in-house, so they are familiar with them and can easily replace chips.

Zhu Changlin immediately passed on Wang Yi's instructions.

The research and development of the 14nm Kunpeng 920 has been fully accelerated.

Wang Yi's attention was on Jeju.

Under the leadership of Song Sining, the Xingyi AI Medical Large Model Division was quickly established in Jeju.

Xingyi Cloud Data Center is in Jeju. Xingyi Artificial Intelligence has a headquarters in the capital, a branch in Shanghai, and also a branch in Jeju.

Among them, the imperial capital headquarters is mainly responsible for the research and development of AI underlying algorithms, which is the underlying core foundation.

The main upper-level applications of the Shanghai branch, such as Xiao Ai's development and training, were originally the technology of the Xiaoi Robot Team and are still the responsibility of Shanghai.

There is also the research and development of intelligent driving algorithms, also in Shanghai.

Xingyi Automobile’s headquarters is in Shanghai, so the smart driving model is also placed in Shanghai.

As for the AI ​​in Jeju, it is mainly comprehensive applications. For example, the AI ​​algorithm of Changchat and the AI ​​algorithm of Tik Tok are both in Jeju.

In fact, Jeju's AI business is very critical, covers a wide range, and involves a large number of people. After all, it relies on the Xingyi Cloud Data Center, which facilitates training.

Now, a new AI project is about to be launched, which is an AI medical big model, which is also located in Jeju, close to the cloud data center, and it is also convenient to use the big data of the provincial hospital to train the big model.

Of course, another aspect is that housing prices in Shanghai and Beijing are high. Only top AI algorithm engineers with super high incomes can settle down in Shanghai and Beijing.

Other ordinary AI engineers in charge of training do not have the ability and cannot afford to buy houses in first-tier cities. They have to resign and return to their hometown to develop just after they turn 30, just like Wang Yi in his previous life.

It’s just that after Xingyi Technology cultivated it for several years and finally achieved some success, it returned to its hometown to develop.

The income in their hometown is low and it is difficult to find suitable jobs. This is a huge loss for the employees and also for Xingyi Artificial Intelligence!
But it’s different in Jeju, where housing prices are low, incomes are high, and the happiness index is high.

Even for ordinary AI engineers, it is easy to buy a house and settle down in Jeju, and there is no pressure to even buy another house for their parents.

That is why, except for the most cutting-edge fields, all other businesses are placed in Jeju, and subsequently in other second-tier cities.

The purpose is to make it easy for employees to buy houses and settle down, to be employees of Xingyi Technology for life, and for Xingyi Technology to pay high salaries for life, thus achieving a win-win situation.

First-tier cities are just a passing place for most employees. Even if they are forced to stay, their happiness index will not be very high.

Second-tier cities are the real destination!
It is obvious that Jeju is more suitable for the stability and long-term development of employees.

Coupled with the support of Xingyi Cloud Data Center, within a few years, Xingyi Medical AI big model will be fully and rapidly promoted and gradually put into use.

The most powerful plug-in for the reborn is the prophet.

Others who want to develop will take many wrong paths and detours, but the reborn know the correct development path directly and move forward at full speed.

This process can save a lot of time and energy, and can enable the large-scale AI medical model that would have taken more than ten years to be completed in the past to be completed within ten years.

To put it bluntly, scientific research is like walking through a maze.

The road to the destination is not far, but there are many forks in the road.

Normal research and development requires constant trial and error, which is naturally time-consuming and laborious.

The existence of Wang Yi is equivalent to knowing the correct route directly and reaching the destination.

The same is true for the development of AI.

For example, in the field of autonomous driving, after two years of development, Xingyi Technology has made some progress.

Although mature intelligent driving in complex road conditions is still a long way off, there have been some achievements in intelligent driving in fixed places.

At present, the Xingyi unmanned driving team has entered certain mines and started unmanned driving tests of mining trucks.

The mine has fixed routes, fixed locations, and few cars, and is not as complicated as city roads or highways.

Therefore, the difficulty of unmanned driving of mining trucks is much lower.

For example, the difficulty of intelligent driving on highways is 1000, the difficulty of intelligent driving on urban roads is 1500, then the difficulty of intelligent driving in mines is 100.

Yes, the gap is that big.

Urban roads are complex, with large roads, small roads, heavy traffic, various intersections, and electric vehicles and motorcycles illegally crossing...

But the mining area is different, there are only a few mining trucks that follow the established routes.

As long as it is set up, it will be difficult to expect any unexpected events.

This kind of place is the best starting point for Xingyi Intelligent Driving and the easiest place to start commercial incubation.

The research and development of intelligent driving takes several years, and with such a large investment, there must be some return.

And the intelligent driving of mining trucks is the reward.

Once it is accomplished, it will far surpass Europe and America, and Xingyi Intelligent Home can be quickly promoted in major mines in China and even the world.

Of course, this will not lead to a large number of mining truck drivers losing their jobs. Xingyi Zhijia is only involved in the internal operations of the mine.

Long-distance transportation outside the mines remains the truck drivers' home turf.

TSMC headquarters.

Lao Zhang convened another high-level meeting:

"The situation is now very clear. That useless Qualcomm has completely turned to Samsung. Qualcomm's Snapdragon 820 at the end of next year, and even the Snapdragon 830 the year after, will all be outsourced to Samsung."

"In the future, it will be very difficult for us to get chip orders from Qualcomm again."

"But it's okay. Qualcomm is no longer what it used to be. The number of chip orders is pitifully small. It's nothing to worry about!"

A number of senior executives echoed:
"Yeah, the current Qualcomm is just MediaTek Plus."

"Hahaha, this is a good analogy. Even Apple is not doing well, let alone Qualcomm? The truly powerful one is Xingyi Semiconductor!"

"Yes, and Xingyi Semiconductor's Kunpeng 916 orders have all been given to TSMC, so why do we need Qualcomm?"

"That's right. The order for Kunpeng 916 is conservatively estimated to be a super large order of 2 million units, which is equivalent to the sum of Apple A9 + Qualcomm Snapdragon 820."

"It's a huge order of 2 million chips. We have to fully utilize TSMC's production capacity and make a lot of money."

"We can earn 80 billion per piece, so 2 million pieces would be 160 billion. Besides, 3 million pieces might not be enough for Xingyi Technology, and it could be million pieces."

"500 in revenue, 240 billion in profit! Lao Zhang, you have made a great contribution this time!"

"Yes, Chairman, you have endured the humiliation and worked hard."

Everyone spoke up, and they all felt that the scene organized by Lao Zhang this time was amazing.

Sacrifice the small self and achieve the big self.

Lao Zhang waved his hand and said, "You are too polite. For TSMC, what is my sacrifice? It is not worth mentioning!"

"Besides, the result this time is very ideal. It is beyond expectation!"

"Chairman Gao Yi!"

“The chairman is courageous!”

Lao Zhang waved his hand and said, "We have Xingyi Technology's order for 2 million Kunpeng 916 chips, but it is not enough. We must also actively strive for AMD and cannot give up."

The vice president nodded and said, "Yes, GlobalFoundries' 28nm chip technology is currently very poor, and 16nm is even further away. For this reason, AMD has begun to investigate new foundries. Their target is Samsung's 14nm and TSMC's 16nm!"

"In terms of time, Samsung's 14nm will be ready for mass production in January next year, while we have to wait until July in the second half of the year. Samsung has the advantage."

"However, Samsung's first batch of production capacity was given to Apple A9, and Qualcomm Snapdragon 820 will follow. I guess it doesn't have the energy to give to AMD."

"So, we can get the order from AMD."

The others frowned, "We do need to get the AMD order, but there is a problem. Our 16nm process mass production will lag behind Samsung by half a year next year, so we must first produce Kunpeng 916 for Xingyi Technology. If we allocate part of the production capacity to AMD, it will be difficult to explain to Director Wang!"

“Yeah, that’s a big problem.”

"We are already behind and have delayed the production of Kunpeng 916. If we allocate production capacity to AMD, Mr. Wang will get angry and turn it over to Samsung. That will be the end of us."

"We have to distinguish between the big and small kings. AMD is worth tens of millions, while Xingyi Technology is worth hundreds of millions. Xingyi Technology must be given priority."

"That's true, but AMD is also a good big customer and we can't push it to Samsung. I suggest that we increase the 16nm production capacity and take care of all the big chip orders from Xingyi Technology and AMD."

"Yes, this is the best idea. It won't offend anyone. And it can also maximize profits."

“Will it be a waste to just increase the 16nm production capacity?”

"No, high-end processes are extremely profitable, so 40 nanometers and 55 nanometers should be phased out. As for 28 nanometers, Xingyi Technology can already mass produce them, so what are we fighting for? It's better to reduce production by a large amount and switch to 16 nanometers."

Lao Zhang nodded and said, "That makes sense. Let's do this. Reduce the 28-nanometer and 40-nanometer production lines and upgrade them to 16-nanometer production lines. Take all the super-large orders from Xingyi Technology and AMD's orders."

"TSMC is already six months behind Samsung in 16nm technology, and has lost six months' worth of profits. We can only increase production capacity to make up for the gap."

"Correct."

Everyone nodded and agreed unanimously.

TSMC is now surpassed by Samsung by a large generation, just like a tiger defeated by a wolf, feeling very angry.

In this situation, it is easy for retaliatory and radical strategies to emerge.

Just like now.

Before the 16-nanometer process was even completed, plans began to be made to drastically reduce the number of 28-nanometer and 40-nanometer production lines and upgrade them to 16-nanometer production lines.

Zhang changed the subject and said, "Besides, this is just the beginning. Samsung, the sixth largest company, is not a good company. It skipped 20 nanometers and went straight to mass production of 14 nanometers, which is a generation ahead of us. I believe that their next-generation 10 nanometer process has already started and even achieved certain success. However, TSMC's 10 nanometer process has fallen behind before it even started!"

Everyone's expression changed, but they had to admit that it was true.

According to TSMC's thinking, it originally planned to put the 20nm process into production in the second quarter of this year, and the 2016nm process into production in 16. As for the 10nm process, that will be in 2018.

It takes two years to update the next generation of technology, which is very reasonable and appropriate.

But now, Samsung, the sixth-largest company, has gone astray and directly skipped the 20nm process. It will start production of 14nm in the fourth quarter of this year or in January next year!

This has forced TSMC to accelerate its 16nm process to the second half of next year, and the subsequent 10nm process will also have to be brought forward.

There is no other reason. Samsung will continue to roll out the 10nm process. It will not be ready until 2018, and it is even expected to be ready by 2017. According to Samsung's current performance, it is very likely that the 2016nm process will be ready in the fourth quarter of 10!

As a result, if TSMC's 10nm process is not put into mass production until 2018, it will be completely passive.

It's over.

"Damn, Samsung is so careless!" Lao Zhang was furious. "We must also bring forward our 10-nanometer plan. The previous progress was too slow. We need to speed it up."

"Yes, Chairman, I estimate that Samsung's 10-nanometer process has been in progress for some time, but our 10-nanometer process has not yet begun, so we are lagging far behind."

Lao Zhang nodded: "That's right. So we at TSMC must start implementing the Nighthawk Project!"

"Project Nighthawk?" Everyone's face changed color, knowing in their hearts that TSMC had really reached a critical period of life and death.

Old Zhang tells the story:

"Starting today, TSMC will gather its best engineers and work in three shifts around the clock to fully develop the 24nm process!"

(End of this chapter)