Reborn in 2011, 985 missing from two copies

Chapter 752: Turn the table over completely, and invite all the giants to die together!

This unusual scene struck Jacob like a thunderbolt:

"Fuck! Xingyi Semiconductor is selling the Kunpeng 950 freely, how am I supposed to sell my Snapdragon 845?"

"We just placed an additional order for 100 million units!"

"Samsung has already produced a lot; it's too late to stop production now!"

"Won't all of this be stuck with us?"

"Wang Yi tricked me!"

"You tricked me!"

Apple headquarters.

The vice president was also completely baffled:
"Something's not right! Xingyi Semiconductor itself doesn't have much inventory left, yet it continues to sell large quantities to competitors. Wang Yi is courting disaster. Is that what he's thinking?"

Cook, however, was quite excited: "Who cares what he thinks! Wang Yi's approach is even better. Once the inventory of large silicon wafers and photoresist runs out, Xingyi Wafer Fab will have to shut down. The upcoming Xphone 8 series will face a lack of chips and will have to stop production just like our iPhone XS series. At that point, Xingyi Semiconductor, Kunpeng chips, Xingyi graphics cards, Xingyi CPUs, Xingyi tablets, Xingyi TVs, Xingyi computers—all of them will be finished!"

"Hahaha!" The entire room of senior executives burst into laughter.

"Yes, this is the right path for Xingyi Technology, and the best outcome!"

"They deserve it!"

"That's right, Xingyi Technology's open sale of chips and its open consumption of large silicon wafers and photoresist inventory is suicidal and hastening its demise! Good thing, hahaha!"

Even Google's chairman was delighted: "Wang Yi is really courting disaster. The photoresist inventory that could have lasted until the end of the year will probably be used up by September at this rate."

"The Kunpeng 950 is still being sold openly! I wonder if their Xphone 8 will still have the Kunpeng 950 available by then!"

"It'll be fun once it's no longer useful!"

Samsung Chairman Lee Kun-hee was also completely baffled:
"Old Cui, can you analyze what Wang Yi means by this? Selling all the remaining chips in his inventory to other brands, and then abandoning Xingyi Technology itself?"

Lee Kun-hee's words were followed by a long silence in the room.

After a long silence, someone finally said weakly, "Chairman, President Cui has... left!"

"Yes, Cui Zaizhi has left!"

Lee Kun-hee was momentarily dazed.

In the fourth quarter of 2016, after the Samsung Note 7 explosion, Samsung lost hundreds of billions of won, and Choi Jae-chul, as the head of Samsung's mobile phone division, was punished.

If you count the time, the grass on the grave must be quite tall by now.

"It's a pity that Lao Cui didn't see Xingyi Technology's madness and recklessness today, nor could he foresee the tragedy and despair that Xingyi phones would face due to a lack of chips and have to stop production!"

"What a pity!"

"However, Starry Sky Technology's chip shortage is an opportunity for Samsung Mobile to grow bigger and stronger!"

"By September at the latest, Xingyi Semiconductor will cease production, Xingyi mobile phones will be short of chips, and Xingyi Technology will be finished!"

"Okay, okay, great!"

"The Samsung XPhone 8 is doomed due to chip shortage! The iPhone XS is facing supply disruptions and production difficulties! The era of the Samsung Note 9 has arrived!"

For a moment, all of Samsung's top executives were confident of victory.

It's not just Apple, Samsung, and Qualcomm that are excited; executives at Nvidia, Intel, and TSMC are also just as excited.

They are all waiting for Starry Semiconductor to have to stop production because it has run out of its inventory of large silicon wafers and photoresist.

At that time, Starry Sky Technology's chips, graphics cards, and CPUs will also be discontinued and supply cut off.

Xingyi mobile phones, Xingyi tablets, Xingyi TVs, and Xingyi computers are all completely gone!

perfect!

Moreover, at this rate, it won't be long before this scene unfolds, at the latest by September.

Even though Xingyi Technology has stockpiled a lot of large silicon wafers, even enough for two years, the shelf life of high-end photoresist is very short.

Low-end photoresists can still last for one to two years.

The high-end photoresist needed for 10-nanometer chips has a shelf life of only 5 or 6 months.

Therefore, it was impossible for Xingyi Technology to stockpile a year's worth of supplies before being completely banned, as those supplies would definitely expire and become invalid, causing huge losses.

At most, we can only stockpile enough for five or six months.

Currently, Starry Semiconductor's production capacity is at full capacity, and the consumption rate is accelerating. The photoresist inventory that could originally support five or six months can now only support three months at most.

Three months later, in September!
Without photoresist, even if Starry Semiconductor has large silicon wafers, production capacity, and production lines, it cannot manufacture 10-nanometer chips.

For a time, all the major tech giants were waiting for September to arrive, waiting for Xingyi Technology's demise.

Xingyi Technology remained unconcerned and continued to sell Kunpeng 950, 10-nanometer graphics card GPU chips, CPUs, and other products on a large scale for the next three months.

There is no indication of production shortages or impending shutdown.

The major tech giants were baffled by this, but could only interpret it as "Starry Semiconductor's last hurrah"!
September arrived as scheduled amidst great anticipation.

All the industry giants thought that Starry Semiconductor was running out of photoresist, Starry wafer fabs would have to shut down, and Starry Technology would be in dire straits due to a complete chip shortage.

Qualcomm Chairman Jacobs even popped champagne to celebrate!
Unexpectedly, Xingyi Semiconductor still showed no sign of stopping production.

All wafer fabs are operating at full capacity and producing at full speed.

All packaging and testing plants are operating at full capacity and conducting packaging and testing at full speed!
It doesn't look like it's running out of photoresist and about to stop production at any time.

It's completely different from what everyone imagines!
"How could this be?"

TSMC's CEO, Mr. Zhang, was dumbfounded: "This doesn't make sense. With a complete ban in June, Starway Technology can't possibly buy any new photoresist."

"The previous inventory would only last until October or November at most. The consumption has doubled in the past few months, so it should all be gone by now. Why is production still not stopping?"

"This unscientific!"

The subordinates were also bewildered.

The president in charge of supply chain frowned: "There's only one explanation: outwardly strong but inwardly weak!"

"Chairman, Xingyi Semiconductor definitely doesn't have much photoresist left. The current situation is just for show; they're all bark and no bite!"

"Really?" Old Zhang asked with some skepticism.

"Absolutely, Chairman. Xingyi Technology's photoresist inventory is definitely running low. At most, it will be shut down by the end of the month, or even the middle of the month."

"hope so."

Old Zhang sighed, feeling that something was off, but he couldn't quite put his finger on it.

Xingyi Technology's approach is completely different from what I imagined!

Soon, it was mid-September, and Xingyi Semiconductor still hadn't stopped production; it was still operating at full capacity and shipping at full volume.

By the end of September, Xingyi Semiconductor had not stopped production; its capacity and shipments remained at full capacity.

It's early October, and Xingyi Semiconductor is still in production...

Now, everyone was in an uproar.

Jacob was so angry that he cursed, "Fuck!"

"How could this be?"

Where did they get the photoresist?

"Why isn't production stopping?"

"At this rate, how are we going to sell all those Snapdragon 845 chips?!"

"It's all going to be a liability!"

What no one could have imagined was that this was just the beginning!
On October 11, Starry Semiconductor not only did not stop production, but also released a new generation of 7-nanometer flagship processor - Kunpeng 960 SOC.

That's right, 7-nanometer process!

The world's first 7-nanometer mobile phone chip!

This news instantly caused a global sensation.

Also launching at the same time are the new flagship phones of the year—the Xphone 8 and Xphone 8 Plus, as well as the Starry Sky X5 Pro series equipped with the Kunpeng 960 SOC!

Everyone was stunned and realized that something was wrong!

The old man was furious and promptly notified the major tech giants to hold an emergency video conference.

The meeting had barely begun when the chairmen of the major companies started arguing:
"Shouldn't Xingyi Semiconductor have stopped production due to the supply disruption? Why hasn't it stopped production, and it has even released the new generation Kunpeng 960 processor!"

"They also launched the world's first 7-nanometer mobile phone chip!"

"This unscientific!"

"How could this be? This isn't right."

"Something's completely wrong."

"That's right! Xingyi Semiconductor was cut off from supplies in early June. The last batch of photoresist wouldn't arrive until May at the latest, and production started in April. By October, it would all be expired. How could Xingyi Semiconductor continue production?"

"That's right. The previous photoresist has expired, but Xingyi Semiconductor still has new photoresist and can continue production. There's only one explanation: a company violated the ban and secretly sold new photoresist to Xingyi Technology! That's why Xingyi Semiconductor can continue production without stopping!"

"That's right, that's exactly it! Who did this? It's outrageous!"

"We agreed to cut off supplies and encircle Xingyi Technology together, but you secretly aided the enemy. You are traitors!"

"Who else could it be? There are only a few major photoresist suppliers; a quick check will reveal the answer."

"Don't talk nonsense! We haven't violated any bans by supplying Xingyi Semiconductor!" "That's right, don't make baseless accusations!"

"Heh, everyone's saying they didn't supply anything, so where did Xingyi Technology get its photoresist?"

"Did it fall from the sky? The mainland can't manufacture high-end photoresist!"

"In my opinion, the problem lies with these few photoresist giants. Just investigate these companies and we'll find out who it is!"

Old Mi quickly began an investigation, but after a while, he still found nothing.

The major photoresist manufacturers are all fine and have not supplied Xingyi Semiconductor!

On the other hand, Xingyi Semiconductor not only did not stop or reduce production, but also began to sell its 7nm Kunpeng 960 SOC!

And it's a large-scale sale!

In response, major mobile phone manufacturers did not hesitate at all. This is the world's first 7-nanometer mobile phone chip, with performance that is many generations ahead of Qualcomm and MediaTek, and they decisively purchased it!

The origin of Xingyi Semiconductor's photoresist has become an unsolved mystery worldwide!
Soon, a news story went viral across the internet:
[The Kunpeng 950 and 960 processors are being sold off to external companies, while Qualcomm's inventory of hundreds of millions of Snapdragon 845 chips, lagging behind by three generations, is simply rotting in warehouses, resulting in losses of up to hundreds of billions!]

This news quickly became a trending topic.

It's still trending internationally!

Qualcomm's PR department tried to suppress the trending topic, but they couldn't.

Qualcomm's stock price plummeted in response, experiencing a complete collapse.

The entire Wall Street was gripped by panic, with everyone frantically selling off their shares.

There's no such thing as a daily limit down in the US stock market, and Qualcomm's stock price was halved.

In previous years, Qualcomm was overwhelmed by Star Semiconductor, and its market value plummeted continuously.

From over 6000 billion RMB in 2011, it has plummeted to 2500 billion RMB at the beginning of this year.

Qualcomm's market value began to recover after StarCraft Technology was banned from sale globally some time ago, finally reaching 3500 billion.

Unexpectedly, before things could stabilize for long, prices plummeted again, leaving hundreds of millions of Snapdragon 845 chips in warehouses and causing Qualcomm to lose hundreds of billions of dollars. Such an impact was simply too severe.

In just two days, it plummeted to a record low of 1700 billion!
Even worse, this is still not the lowest point; it continues to fall!

This caused Qualcomm Chairman Jacobs to suffer a heart attack and end up in the ICU!

Seeing the news about Jacob being admitted to the ICU, Wang Yi smiled faintly:
Qualcomm is just the first!

"This is just the beginning!"

Subsequently, a series of news reports broke:

Due to the US ban, Starry Technology is unable to supply Apple with its Starry Fast Charging 4.0 chip module, making the iPhone XS series production impossible and potentially costing Apple 5000 billion!

[Starry Technology respects the US ban and will no longer provide Apple with 40W fast charging chip modules or more powerful fast charging modules! With the iPhone XS series cancelled this year, next year's iPhone will take a step backward, reverting to the era of 10W-20W slow charging!]

[Shocking! Due to the US ban, Apple's annual flagship iPhone XS series was canceled, resulting in losses exceeding 500 billion yuan, making it the first casualty!]

This news caused a global uproar!

The online discussion exploded:

"No wonder the iPhone XS series hasn't been released even though it's already October. I thought it was an unexpected delay, but now it seems it's because of the fast charging chip shortage, causing a production halt and the project being canceled!"

"It seems that's really the case; the iPhone XS won't be released this year."

"Even if it can't be released, it shouldn't result in a loss of 500 billion, right?"

"How could it not be? It's normal for the iPhone XS series to sell 50 million units a year, right? With an average price of 10,000, that's over 500 billion!"

"The release can be delayed, and a slow-charging chip can be used to release it next year."

"The iPhone XS series is not competitive this year. Next year, it will switch to 20W slow charging. How will it compete with Samsung's Starry Night phones? Sales will definitely plummet, and we will lose hundreds of billions."

"Seriously, Apple, a company of such stature, can't even handle a 40W fast charging module?"

"It's definitely not going to work. Do you think 40-second fast charging is easy? The last company that thought it was easy was Samsung, but everyone knows how painful it was when the Note 7 exploded."

"Yes, fast charging is easy, but safe fast charging is very difficult. Samsung's fast charging blew Samsung's fortunes by hundreds of billions, and even the CEO of their mobile phone division passed away. How could Apple dare to try it?"

"My God, Apple can't handle fast charging modules, and Xingyi Technology has cut off supplies. Apple is doomed. From now on, everyone will have to use 20W slow charging. Won't Apple's phone sales drop drastically? Losing hundreds of billions every year?"

"Serves them right! Who told Apple to lobby the US to ban the sale of Xingyi Technology products? Now they've suffered heavy losses due to Xingyi Technology cutting off their supply. They deserve it!"

"Qualcomm lost over a hundred billion dollars, and its stock price plummeted. Apple lost over five hundred billion dollars; how badly would its stock price fall?"

"Who knows? But people who bought Apple stock must have lost a lot of money. Apple's major shareholders must be jumping off rooftops!"

……

The public can understand these issues, but capital understands them even more clearly.

As soon as the news broke, Apple's stock price plummeted by 60% that day!

In 2011-2012, Apple's market value exceeded 500 billion US dollars, or more than 3 trillion RMB.

However, in the following years, Apple's market value plummeted year after year due to the successive impacts from Xingyi Technology.

By 2018, it had fallen to only $700 billion.

The recent global supply disruption to Starway Technology, which was a major boon for Apple, led to its valuation reaching $1000 billion.

Unexpectedly, this incident led to the cancellation of the iPhone XS series!

Apple's stock price completely collapsed, losing $600 billion in a single day, leaving it with only $400 billion, or 2500 billion RMB.

Less than one-tenth of its peak!

It can be described as extremely tragic.

For a giant like Apple, if one generation of a product fails, its stock price will also fail.

After all, Apple and Samsung are different.

Samsung releases multiple flagship phones every year. The Note 7 exploded, but there's the S7 series, and six months later, the S8 series. They're really keeping up with demand.

Moreover, Samsung is primarily a manufacturing company with a large and diversified portfolio, including television, screen, and storage businesses.

Even if the Note 7 explodes and sales are halted, the loss would only be hundreds of billions, and Samsung could completely weather the storm thanks to its other businesses.

Apple is different; they only release one flagship phone a year!
The iPhone XS series was canceled, and the iPhone XR was also canceled.

The reason is simple: the iPhone XR also uses the Starry Sky Fast Charging 3.0 module, a 30W fast charging module, which Starry Sky Technology has also cut off from supplying!
It's fair to say that Apple didn't release a single new iPhone that year.

Last year's iPhone X series was outdated and sold poorly, effectively ending its career.

Its market value plummeted to $400 billion and continued to fall.

Seeing this scene, Wang Yi felt very pleased.

But Apple's CEO, the president of the mobile phone business, and other key executives were in trouble!

They all have to take responsibility for this!
Not only was he dismissed by the board of directors immediately, but he was also taken to the sea.

Few people know what happened to them afterward.

But these people seemed to have vanished into thin air... and were never heard from again.

However, this is still just the beginning.

Subsequently, Starway Technology announced again that it would comply with the US ban and stop all sales to US companies such as Google, General Motors, and Ford!
The supply of 64-line semi-solid-state LiDAR, 4D millimeter-wave radar, and Honghu 9100, 9200, and 9300 automotive-grade intelligent driving chips has been completely cut off!

The news shocked the world.

But a number of American giants are in a bad mood.

Especially GM and Ford!
After Xingyi Technology released its semi-solid-state lidar and Honghu 9100 intelligent driving chip, the three major automotive groups began purchasing them and investing heavily in the research and development of their own new energy vehicles and intelligent driving systems.

After several years of research and development, spending a lot of money and effort, we finally made a breakthrough, placed orders, and are preparing to launch our own new energy vehicles to compete with Xingyi Auto and Tesla in the market.

Unexpectedly, the supply was cut off!

Or a complete supply cutoff!

In this way, all research and development becomes meaningless.

All previous investments have resulted in total loss.

As for alternatives?
That makes things difficult.

Even without HONGHU's automotive-grade intelligent driving chip, solutions from other companies can still be used.

But how do you configure a semi-solid-state lidar?
Currently, only Xingyi Technology can produce semi-solid-state LiDAR!
They've completely monopolized it!
Now that Xingyi Technology's semi-solid-state LiDAR supply has been cut off, it's unusable.

Are we going to go backwards and use Velodyne's outdated mechanical lidar again?
A Velodyne HDL-64E tablet costing 50?

This is unrealistic!

Even if the price of Velodyne HDL-64E drops, it still won't work.

Semi-solid-state LiDAR and mechanical LiDAR are completely different, both in terms of hardware solutions and software algorithms.

Once the Velodyne HDL-64E is installed, the new energy vehicles developed by several major automakers will have to be completely redesigned and redeveloped.

All the advanced driver assistance technologies that have been developed must be scrapped and started from scratch.

Similarly, Google's autonomous driving project faces the same problem.

If the intelligent driving chip is replaced, everything has to be rebuilt.

(End of this chapter)