my life reset

Chapter 613 Staring at you, I will kill you while you are sick

Chapter 613 Staring at you, I will kill you while you are sick
Charm Semiconductor's stock price fell, as if it was a signal, and various negative news came one after another.

Among them, the most troublesome thing for Hu Yang and others is that many domestic mobile phone manufacturers have begun to reduce orders for Charm Semiconductor and instead order foreign products such as S-star.

Fortunately, the Huijia department still has its own basic disk. The huge orders of Mingkang Communication and Charming Electronics have stabilized Charming Semiconductor, and it will not let it collapse.

"Mr. Hu, these mobile phone manufacturers in China circle around us when they have nothing to do. But if there is something wrong, they run faster than rabbits. What the hell! They don't even think about it. If Charm Semiconductor collapses, they still have to Enjoy the torture of the memory chip price cycle as before!"

Recently, Yan Hanzhang's hair has turned grey. Occasionally, he would come to Hu Yang to complain.

But what he said is correct, companies such as S Star are masters in price wars.

Through the grasp of the industry's economic cycle, the price of memory chips is sometimes like a roller coaster, with ups and downs, causing peers and downstream application manufacturers to suffer.

The rise of Glamor Semiconductor has broken the monopoly position of these international giants, and it will not be so easy for them to manipulate prices like before.

Therefore, many domestic downstream application manufacturers, such as mobile phone manufacturers and computer manufacturers, are happy to purchase from Charm Semiconductor.

Nowadays, Glamor Semiconductor's memory chip products are technically close to S Star.In particular, flash memory is technically at a level comparable to that of S Star.

The DRAM chips it produces are not much different from the technical level of these international giants. In theory, there is no generation gap.

As for the sales price, it should be slightly lower, which will naturally be welcomed.

But the crackdown in North America has made it difficult for many domestic companies.Is it the pursuit of high cost performance, or is it diligently seeking to enter the North American market?
Facts have given the answer, and many companies have begun to abandon the use of memory chips from Charm Semiconductor.

This point, Populus euphratica had psychological expectations.But the actual situation is more serious than what I estimated before.

"Mr. Yan, you still need to communicate more with these domestic manufacturers. I can understand that they gave up our memory chips in order to sell products to North America. However, some manufacturers even gave up on products sold in China. Glamor Semiconductor's memory chip is a bit inexplicable."

Hu Yang thought for a while, now that the support of domestic enterprises is still urgently needed, everyone should sit down and talk calmly.

"Mr. Hu, we can't discuss this matter! Why do you think people give up our memory chips for domestic products? This is to submit a certificate to North America. I'm puzzled, if Huijia If the system collapses, they don’t need to be suppressed by others, just a price monopoly can bring them down.”

Yan Hanzhang shook his head, feeling like he was gnashing his teeth.

As for North America, they naturally hope that domestic manufacturers will buy more parts from North American companies.

Take mobile phone chips as an example, the company that can provide high-performance products, in addition to domestic Mingkang Communications, is the GT company in North America.

For the time being, North America restricted the entry of Mingcom Communications' communication products into the market, but did not restrict the entry of products containing Mingcom Communications components.This allows domestic manufacturers to have the freedom to choose, either Mingkang Communication or GT.

However, North America has suppressed Charm Semiconductor one after another, and even the products containing Charm Semiconductor memory chips are not allowed to enter the North American market, which makes some domestic manufacturers feel a sense of crisis.

Because they didn't know how long Charm Semiconductor could last, so they simply gave up the cooperation with Charm Semiconductor across the board.

In Yan Hanzhang's view, this is actually no different from chronic suicide.

Do you really think that a certain Chao has nothing to do and just wants to get in trouble with the Huijia department?People are targeting the domestic semiconductor industry.

The Huijia system that has defeated the high-end of the industrial chain, and the mobile phone manufacturers and computer manufacturers that are at the low-end of the industrial chain, are they not on the plate?
Without core technology, key components (such as chips) are controlled by others.At that time, it will not be possible for people to rub you however they want.

This is really a bit worse.

Faced with this situation, Hu Yang was also silent.Every enterprise has its own development plan. When it comes to business, who doesn't want to seek advantages and avoid disadvantages?
"Mr. Yan, we still need to talk about what we should talk about. Let's do our best. How about this? On my behalf, you will notify the directors of Charm Semiconductor that a board meeting will be held at [-]:[-] noon tomorrow."

Charm Technology Group is the largest shareholder of Charm Semiconductor Co., Ltd. Therefore, Yan Hanzhang, Chen Hao, Gao Mingkang, Chen Jialin and others are all directors of the company.

Of course, IC Development Fund, Funda Asset Management, and Hi-Tech Venture Capital also each have a seat on the board of directors.

The Hi-Tech Venture Capital Fund was created by Hu Yang, and it is actually under his control.

Yan Hanzhang nodded, and immediately called the secretary of the board of directors to inform everyone.

Later, Yan Hanzhang came back and said: "Mr. Hu, the Integrated Circuit Development Fund and its people acting in concert have said that they will not participate in board meetings, and they will support any major decisions related to the company."

This is not beyond Hu Yang's expectations. The Integrated Circuit Development Fund does not participate in the company's operation and management. This board seat is more like a decoration.

However, whether people will come or not is their business, and it cannot be missed when it is time to notify.

the next day.

After lunch, Hu Yang rested for a while, and then drove to the headquarters of Glamor Semiconductor.

He held an interim board meeting today, and he has a few ideas that he would like to discuss with you.

Walking into the conference room, there were already several people sitting in it.

Gao Mingkang, Chen Hao, Yan Hanzhang, and Liang Yu Liangyu naturally attended the meeting on behalf of Hi-Tech Venture Capital. After all, Hi-Tech Venture Capital still has a seat on Charm Semiconductor's board of directors in name.

The only one who was not present was Chen Jialin, who is still in Romania and has not returned.

"It's all here, Mr. Yan, let's have a meeting."

Hu Yang walked all the way in, several people greeted him one after another.

After responding one by one, Hu Yang sat down.

The meeting was presided over by Yan Hanzhang, the chairman of the company, but it was still several de facto shareholders, especially Hu Yang, who had the final say.

"Mr. Hu, fellow directors, today's interim board meeting is mainly focused on the company's current operating difficulties."

Yan Hanzhang cleared his throat, listed the company's current difficulties one by one, and put them on the table.Today's meeting is all about brainstorming, but what is most anticipated is what eye-catching ideas Hu Yang will throw out.

Chen Hao looked around and saw that no one was rushing to speak, so he smiled and said:

"Mr. Yan still overemphasizes the difficulties. If you want me to say, we can stand still. Anyway, there are a group of firm allies such as Charm Electronics, Jinjing Technology, Tianyin Holdings, Mingkang Communications, and Ark Computer. The basic market of Charm Semiconductor It can still be held.”

Chen Hao still showed his usual prudent style, and it is a good way to respond to all changes with the same.

But it seems a bit too conservative.

After Gao Mingkang listened, he frowned slightly:
"Chen Dong, if you follow what you said, it may not be a perfect solution. Don't everyone know what the other party's temperament is?

Now is to suppress Charm Semiconductor, what next?It may also be to suppress Xintong International, it may be to suppress our Mingkang Communication, and it may be to suppress Charm Electronics.

What should we do if that time comes?If our entire Huijia department is deliberately suppressed by others, whether the so-called basic market can be kept is a matter of debate. "

Gao Mingkang disagreed with Chen Hao's overly conservative opinion. At the moment, the only way to do it once and for all is to kill a bloody road.

Chen Hao shook his head with a smile and said:
"Mr. Gao's opinion is definitely worthy of attention. After all, I seldom deal with North America. But everything should be orderly. I hope Mr. Gao can come up with a practical plan."

In the face of the only superpower in the world, it is useless to speak harsh words.You have to show your strength and prove that you are not afraid of the opponent's suppression.

"Well, I have to think about it seriously."

After all, Glamor Semiconductor is not Mingkang Communication, and Gao Mingkang has not participated in its operation and management.At this moment, it is really difficult for him to come up with a set of practical and effective coping plans.

Hu Yang glanced at Liang Yu, smiled and said, "Manager Liang, you can talk about it too. It doesn't matter what you think of."

Liang Yu's presence in the Huijia department is very weak, but no one can ignore him.He controlled the venture capital fund on behalf of Hu Yang, and his identity and status were not bad.

It's just that Liang Yu doesn't have many opportunities to participate in this kind of meeting at ordinary times.

Liang Yu thought for a while and said:

"I don't know about production and R&D, but I know that in this difficult time, the key is to ensure the normal operation of the company's funds. I won't say anything else. If Charm Semiconductor lacks funds, I can provide the necessary support here. .”

At this time, it is very difficult for Glamor Semiconductor to raise funds in the stock market.Declining corporate performance, sharp drop in stock prices, and sharp decline in financing capabilities are not trivial matters.

With Liang Yu's guarantee, everyone except Populus euphratica breathed a sigh of relief.

If an enterprise wants to tide over the difficulties, it is no problem to survive for a few years, but the capital chain cannot be broken.If the capital chain is broken, then wait for bankruptcy and liquidation.

Everyone also knows that Hu Yang still has a huge amount of money in his hands, but it is his own.Even if Populus euphratica himself doesn't mind, it's not right to use it, which is not necessarily a good thing.

But the High-Tech Venture Capital Fund is different. The original intention of the fund was to support the domestic semiconductor industry.

Now, Glamor Semiconductor has encountered difficulties, and the high-tech venture capital fund provides financial support, which can be justified wherever it goes.

"Then let me say a few words. I called everyone to the meeting today. On the one hand, I want to hear your suggestions. On the other hand, I also have some ideas, and I want to talk to you."

Hu Yang glanced around, and the conference room suddenly became very quiet.

"Now there is a very important issue that everyone may have overlooked. It is true that Glamor Semiconductor is currently facing tremendous pressure from North America. But I would like to remind you here, don't forget that there is also an S star that is eyeing you. .

What is the usual method of S star?That is to kill you while you are sick!You can think about it, the memory chip price cycle in the past few years was basically related to the operation of S Star.This round of price wars has brought down many semiconductor giants, such as Qimonda.

Mr. Yan, at what level is the current price of memory chips in history? "

Hu Yang never forgot that star S, this guy probably monopolized 70% of the production capacity of memory chips in the world before.

Today, Charm Semiconductor was born, and S Star's production capacity still accounts for about 50% of the world's total output of memory chips.

In other words, the memory chip production capacity of a single company, S Star, accounts for half of the world.From this point of view, Glamor Semiconductor is still far behind.

As of now, the output of Glamor Semiconductor accounts for about 17% of the world's total memory chips, which is not much different from the strength of MG, SK and other companies.

In addition to the advanced technology and the world's largest memory chip production capacity, Star S is best at price wars.

Before, the development of Glamor Semiconductor was thriving, and Star S couldn't find many opportunities.But now?North America's comprehensive crackdown on Glamor Semiconductor is a good time.

Therefore, Hu Yang is very concerned about the current price trend of memory chips.

Hearing Hu Yang's question, Yan Hanzhang quickly replied: "The current price of memory chips is not bad, and it is in the third highest price zone in history."

This round of price fluctuations came a little late, which made manufacturers of memory chips earn a lot of money.However, what if the price of memory chips enters a price reduction cycle from now on?

"I judge that Star S will not let go of this once-in-a-lifetime opportunity. What do you mean when you are dying of illness? It is to start a price war when you are suppressed by North America and your sales volume has dropped sharply, to make your situation worse.

Everyone, due to the limitation of production capacity, we do not have an advantage in cost of other products except for the primary products that S Star has eliminated. As long as Star S sets off a new round of price cuts, Charm Semiconductor may slide to the brink of loss. "

This is the first shocking topic Populus euphratica raised today. After thinking about it, everyone realized that this is really the case.

Competition between companies is often brutal.On this battlefield where gunpowder cannot be seen, everyone will definitely do their best, and if they fail, it will be the end of life and death.

After hearing this, Chen Hao looked a little ugly, and said, "The higher the industry chain is, the more bloody the competition will be. Mr. Hu, do you think we can cope with the new round of price war?"

That's right, Chen Hao finally realized that he was a little naive.Some things are like this, just like sailing against the current, if you don’t advance, you will retreat, and if you keep it, you will wait for death.

But with so many crises added together, can Glamor Semiconductor handle it?

(End of this chapter)