Chapter 481: Windfall and Unexpected Man
During the dinner, Liu Jian was very enthusiastic, and in front of Liu Yun, he has always done his best to be a landlord.
"Mr. Liu, let me introduce you to this friend, TSMC's marketing director, Zhang Dongcheng. ”
TSMC should be Taiwan Semiconductor Manufacturing Co., Ltd.
Liu Yun's eyebrows were slightly raised, with his current status, it was rare for him to be so moved.
This is the real giant company, and Foxconn, a contract processing company, is not enough in front of him.
There is no doubt that Li Ka-shing of Hong Kong is indeed the richest Chinese man today.
However, the various industries under the Yangtze River Group are not high-tech, and it is easy to find alternatives.
TSMC is the real industry hegemon, not only in Asia, but even in the world, is the leading chip foundry, and is also the world's first wafer foundry.
The so-called wafer foundry is to provide specialized manufacturing services to professional integrated circuit design companies or electronic manufacturers. This business model allows integrated circuit design companies to produce without having to bear expensive factories themselves. This means that wafer foundries such as TSMC will allocate the huge risk of building factories to a large customer base and diversified products, so as to focus on developing more advanced manufacturing processes.
It's hard to find a replacement.
Taiwan Autonomous Zone, although the Internet is backward, but the semiconductor industry is very developed, TSMC and Taiwan MediaTek, which are world-class large companies.
Now that he is here, Liu Yun also feels that this is a good opportunity.
"Hello, Mr. Zhang. TSMC's name is thunderous and has been admired for a long time. Your Zhang Zhongmou and Mr. Zhang are legends in the entire Asian business community. ”
Liu Yun suddenly realized that this trip to Taiwan may have unexpected receipts.
"Mr. Liu, it's too much praise. In terms of your experience, it is also full of legends. To be honest, in this Internet revolution, Taiwan has lagged behind the mainland too much, and we don't have a young person like you who stands out. Zhang Dongcheng also replied very humbly.
He understands that if TSMC wants to continue to expand and remain competitive, it cannot leave the mainland market, and it also needs a large number of orders from mainland companies.
Although today's Yoyo is just a pure Internet company, who knows the future.
"I just caught up with a good era, made a few right decisions, and took advantage of this wave of east wind, but compared to your company's entrepreneurial path, it is really a drop in the bucket. Liu Yun was also very modest, "In our industry, the replacement is too fast, don't look at today's scenery, it may not be long before we will be photographed to death on the beach by a newcomer." This is not like an industry giant like TSMC, where there is no need to worry about it at all. ”
Zhang Dongcheng shook his head and smiled: "Mr. Liu, what you said is serious. Yoyo has built a whole internet ecosystem, and with popular games as cash cows, those who are new to the industry can only look up to you. As for us, the pressure is huge. Internationally, there are powerful competitors such as Samsung and Intel, and Huaxia Continental also established SMIC in 2000 and received financial support. We don't have what the outside world sees. ”
Liu Yun smiled indifferently, he didn't believe the nonsense of this kind of scene at all.
For more than 20 years, TSMC has a very mature manufacturing process and a complete production line.
In addition, Philips in the Netherlands owns shares in TSMC, and ASML, which has the world's top lithography machine, is a division split from Philips, TSMC enjoys the priority supply of equipment, and ASML's production capacity is very tight, and cutting-edge lithography machines, in addition to supplying to TSMC, as well as Samsung, and intel, Huaxia Continental's company did not get the quota at all. Not to mention the existence of a Wassenaar embargo.
With so many and desperate technology gaps, it is almost impossible for SMIC to surpass TSMC in a short period of time.
They're only seven years old, and they can't bypass the damn Wassenaar Agreement to buy the top lithography machines in the Netherlands. You say that you develop it yourself, which is several times more difficult than developing chips.
Liu Yun did not continue on this topic, but said: "Mr. Zhang, I personally published an article on my blog not long ago, I don't know if you noticed it. ”
Sina has Taiwanese capital behind it, so Sina Blog also has a large audience here. As a representative figure among young people in the mainland, Liu Yun is also more popular with the business community here.
Zhang Dongcheng showed a solemn look and said: "I have noticed that Mr. Liu predicted that a new Internet revolution is coming, which is based on the mobile Internet on the smartphone side. And the leaders of this revolution were Mr. Jobs and his Apple company. Mr. Liu, I'll be honest with you. I've followed Apple's first-generation phones, and although there are all kinds of faults and shortcomings, the creativity is really good. I am cautiously optimistic about their future. ”
Liu Yun squinted his eyes slightly and said: "In online games, there is something called patches, which can fix the bugs in the game. The same is true for Apple, which will continue to fix the original problems in the future with new phones. ”
The whole infrastructure has been set up, and now it's time to add to it.
Zhang Dongcheng nodded and agreed with Liu Yun's opinion. Once a company as good as Apple finds a way, the road will only get wider and wider.
Nowadays, there is still very little contact between Huawei and TSMC, and Liu Yun feels that this is a good opportunity for Yoyo to take the lead and seize the opportunity.
"Mr. Zhang, in fact, Yoyo has considered entering the mobile phone industry in the next few years, and perhaps there will be a lot of cooperation between us and your company. ”
Quietly, and somewhat suddenly, he threw a bombshell.
"Yoyo is going to get a mobile phone?"
"The era of smartphones is coming, so why should I put myself outside of this big era?"
Zhang Dongcheng nodded a little abruptly, since he made such a prediction, it means that he has thoughts about this smart machine in his heart, otherwise it would be redundant to post that blog.
"I believe this is also good news for your company, after all, the demand for mobile phones will continue to increase, and the processing requirements for chips will also increase, so you will have a lot more orders. ”
Liu Yun is also very smart and only chooses to reveal part of the information. He only said that he wanted to develop mobile phones, and in Zhang Dongcheng's view, like those computer companies in mainland China, they hung a brand, and the core hardware in it was pieced together and bought everywhere.
He did not reveal that Yoyo has plans to develop its own mobile phone chips. After all, this is an unknown result, and even Liu Yun, who is a reborn, is a little bottomless in his heart.
Huawei + Huaxia Academy of Sciences can develop Kirin chips, and Youyou + Huawei Academy of Sciences, the road ahead is still a fog. If you fail, you'll be slapping yourself in the face.
The worst possible outcome is that all the money you earn from the game will be wasted. But Yoyo's volume is still there, and it is still one of the largest companies in Huaxia Internet.
Zhang Dongcheng nodded and said with a smile: "Mr. Liu, I also look forward to more cooperation between TSMC and Yoyo in the future." I didn't expect to participate in a Golden Melody Awards dinner, and there would be this kind of receipt. When I go back, I will tell Mr. Zhang about your intentions. ”
Zhang Jian, who was on the side, watched the two of them hit it off at first sight, chatted very speculatively, and even left himself out in the cold, but he was not displeased at all. If it is really because of his own relationship, Yoyo and TSMC have reached a cooperative relationship, and his own credit is not small.
"Lao Zhang, if you really cooperate with each other, it will really be like a tiger with wings. When the time comes, there will be no one to threaten your supremacy in the industry. He said at the right time.
Zhang Dongcheng answered: "I hope so, too. The Taiwan Autonomous Region of China is not bound by the Wassenaar Agreement, but the mainland of China is bound by this agreement. I wonder if there's a way to get around this protocol. ”
Zhang Jian was confused.
Liu Yun squinted his eyes slightly and said, "If you Mr. Zhang have the idea of establishing a branch in the mainland, I can try to fight for it." ”
Zhang Jiancheng's eyes flashed brightly, and he replied: "This is a very good agreement. ”
Liu Yun said with a smile: "If this subsidiary in the mainland is wholly owned by you, is there a chance to bypass that agreement?"
Zhang Jiancheng frowned, pondered for a while and said, "Mr. Liu, I can only say that there is a chance. Frankly, the beneficiaries of this agreement are the Yankees, who make the rules for all their allies to enforce, and they dare not speak out. For example, Philips in the Netherlands also wants to sell cutting-edge products to Huaxia. The Dutch are all about business interests, and it is not their character to make money or not, but they are just forced by the pressure of the Yankees. The end result was that the U.S. accomplished its goal of a technological blockade of China, but many of its allies lost economic benefits. ”
After hearing this, Liu Yun looked at Zhang Jian beside him and nodded thoughtfully, and said with a smile: "I think Manager Zhang also has deep feelings about this, and the same is true for the game industry." ”
After Zhang Jian heard this, he immediately understood the meaning of Liu Yun's words. In Taiwan, American game companies can set up subsidiaries here, which is also one of the rules of the game they have formulated. The majority of the revenue generated by the local game industry has been taken by the other party.
Liu Yun thought for a while, he remembered that in his previous life, TSMC established a subsidiary in the mainland in 2016. At that time, they established a subsidiary in Jinling City, Sioux Province. He wanted to bring this point forward by a large margin!
He suddenly had such an idea in his heart, as for the location, whether it was Jinling in the previous life, or Shanghai, or Hangzhou and other coastal cities, he didn't have a clue for the time being.
However, in this way, the communication between the two parties will be much easier, and Yoyo's orders will be prioritized, and any problems can be corrected at any time.
However, these thoughts only flashed in his heart, and he replied: "First of all, Mr. Zhang of your company should have this intention, and I can also try to fight for it, and the location will try to choose a developed coastal city, which will help recruit talents." As for whether this agreement can be bypassed in the end, it can only be taken one step at a time, and no matter how much planning is planned now, it is just talk on paper. ”
After hearing this, Zhang Dongcheng also said very approvingly: "Yes, whether the Wassenaar Agreement can be bypassed, it is still too early to talk about this, and we still have to take it step by step." I will convey Mr. Liu's meaning to Mr. Zhang. ”
Then he seemed to think of something, and asked Liu Yun: "I don't know if Liu has heard that there is a company in the autonomous zone that is engaged in smartphones, called HTC." ”
Today's HTC is still unknown, and there are very few people who know about it in mainland China.
"I've heard of it. Of course Liu Yun knows, and he knows it in great detail.
The HTC phone developed by this company was popular for two years in 2010 and 2011, and then fell at the speed of light from 2012.
Today's smartphones are based on the indos Mobile system, but the market response was mediocre until a few years later, when Android was introduced.
"Mr. Wang, the founder of this company, agrees with you and is very optimistic about the future of smart phones. They're already working on that. Would you like me to introduce you to each other?"
Liu Yun thought for a while and said with a smile: "I have to catch a plane back to the mainland tomorrow, or the next time I come to Taiwan, it won't hurt to meet her." ”
For HTC, Liu Yun's interest is not big, but it is not small either. In the era of mobile Internet, they seized the opportunity, and Liu Yun also used their mobile phones, and they couldn't move within a few months.
The four major domestic mobile phones are the rear force, and the latter comes from behind, stepping on the ground and ravaging HTC.
At this time and space, Liu Yun also has a general plan in his heart, and the self-developed chip is estimated not to come out so soon in 2010, but he can't wait at all, and most of the time he will buy someone else's chip at the beginning for a period of time. At that time, in addition to the Apple machine, the remaining smartphone market is basically in the competition between Samsung, HTC, Meizu, Sony, and Motorola.
But the main thing is that Samsung and HTC will fight for about two years, if you want to enter the market at this point in time, it is a bit difficult to fight Samsung, you can only bully HTC, seize their market share, and take the lead.
As for the collective rise of domestic smartphones in a few years, whether Yoyo will be the same as HTC in the previous life, and will play a good hand of cards, it can only depend on Liu Yun's strategy. At that time, whether the self-developed chip could succeed was almost frowned upon. This link is closely linked to the other, and Liu Yun calculates the time point extremely accurately.
However, when the time comes, Liu Yun will meet with HTC's Mr. Wang, but it is completely a weasel who does not mean to pay New Year's greetings, which is not something that Zhang Dongcheng can know. (https:)
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