Chapter 613 is eyeing you and taking advantage of your illness to kill you

The decline in the stock price of Charm Semiconductor seems to be a signal, and all kinds of negative news have come 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 semiconductors and order foreign products such as S stars instead.

Fortunately, Huijia still has its own basic disk, Mingkang Communication and Charm Electronics' huge orders, which stabilized Charm Semiconductor and did not let it collapse.

"Mr. Hu, these domestic mobile phone manufacturers revolve around us when they have nothing to do. They don't want to think that if the charm semiconductor collapses, they will have to enjoy the torture of the memory chip price cycle as before!"

Yan Hanzhang's hair has turned a lot gray recently, and occasionally he comes to Hu Yang to complain.

But what he said is right, S Star and other companies are masters of playing price wars.

Through the grasp of the industry business cycle, the price of memory chips is sometimes like a roller coaster, with big ups and downs, which makes peers and downstream application manufacturers suffer.

The rise of Charm Semiconductor has broken the monopoly of these international giants, and it is not so easy for them to manipulate prices as before.

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

Nowadays, the memory chip products of Charm Semiconductor are technically close to the S star. Flash memory, in particular, is technically at a height comparable to that of the S star.

The DRAM chips it produces are not much different from the technical level of these international giants, and theoretically speaking, there is no generation difference.

As for the sales price, it is slightly lower, so it will naturally be welcomed.

But the suppression in North America has made it difficult for many domestic companies. Is it the pursuit of high cost performance, or the diligent pursuit of entering the North American market?

The facts have given the answer, and many companies have begun to abandon the use of memory chips of Charm Semiconductor.

At this point, Populus euphratica had psychological expectations. But the reality of the situation is more serious than I estimated before.

"Mr. Yan, you still have to communicate more with these domestic manufacturers. I can understand that they gave up our memory chips for the sake of products sold to North America. However, it is a bit inexplicable that some manufacturers, even the products sold in China, have given up the memory chips of Charm Semiconductor. ”

Hu Yang thought about it, and now there is an urgent need for the support of domestic enterprises, so everyone still has to sit down and talk calmly.

"Mr. Hu, I can't talk about this! Why do you think people are even giving up our memory chips for domestic products? I wondered, if the Huijia system collapsed, there would be no need for others to suppress it, and the price monopoly alone would be able to collapse them. ”

Yan Hanzhang shook his head, gritting 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 companies that can provide high-performance products, in addition to the domestic Mingkang Communications, are the GT companies in North America.

For the time being, North America restricts the entry of Mingkang Communications' communication products into the market, but does not restrict the entry of products containing Mingkang Communication components. This makes domestic manufacturers have the right to choose freely, either Mingkang Communications or GT.

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

Because, they didn't know how long Charm Semiconductor could last, so they simply cut it all and directly gave up the cooperation with Charm Semiconductor.

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

Do you really think that a certain super is idle and has nothing to do, and it is impossible to get along with Huijia?

Defeated the high-end of the industrial chain Huijia system, in the low-end of the industrial chain mobile phone manufacturers, computer manufacturers, etc., is not the dish on people's plates?

Without core technology, key components (such as chips) are controlled by others. When the time comes, it's not like people will rub you as much as they want.

This is a bit of a problem to add insult to injury.

Faced with this situation, Populus euphratica was also silent. Every enterprise has its own development plan, and who doesn't want to be able to pursue advantages and avoid disadvantages in business?

"Mr. Yan, we still have to talk about what we should talk about, let's do our best. In this case, on behalf of me, you would like to inform the directors of Charisma Semiconductor that a board meeting will be held at 2 p.m. 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, the Integrated Circuit Development Fund and Hongda Asset Management Co., Ltd., and the High-tech Technology Venture Capital Fund also each have a board seat.

The high-tech venture capital fund was created by Hu Yang, and in fact it is 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 IC Development Fund and its concerted actors said that they do not participate in board meetings, and they support any major decisions about the company. ”

This is not out of Hu Yang's expectations, the integrated circuit development fund does not participate in the company's operation and management, and this board seat is more like an ornament.

However, whether people come or not is someone's business, and it cannot be omitted when it is time to notify.

The next day.

After lunch, Hu Yang rested for a while, and then took a car to the headquarters of Charm Semiconductor.

At today's extraordinary board meeting, he has a few ideas that he would like to discuss with you.

Walking into the conference room, there were already a few people sitting inside.

Gao Mingkang, Chen Hao, Yan Hanzhang and Liang Yu...... Liang Yu naturally attended the meeting on behalf of Gaoke Venture Capital, after all, Gao Ke Venture Capital still has a seat on the board of directors of Charm Semiconductor.

The only one who didn't show up 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 in all the way, and several people greeted him one after another.

After responding one by one, Hu Yang sat down.

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

"Mr. Hu, directors, the extraordinary board meeting held today is mainly to focus on the company's current business difficulties. ”

Yan Hanzhang cleared his throat and listed the company's current difficulties one by one and put them on the table. Today's meeting is to brainstorm ideas, but the most anticipated thing is what poplar will throw out eye-catching ideas.

Chen Hao looked around, and when he saw that no one was rushing to speak, he said with a smile:

"Mr. Yan still overemphasized the difficulties, if you want me to say, we can stand still, anyway, there are a number of firm allies such as Charm Electronics, Jinjing Technology, Tianyin Holdings, Mingkang Communications, Ark Computer, etc., and the basic plate of Charm Semiconductor can still be kept. ”

Chen Hao still shows his consistent and steady style, and he does not lose a good way to respond to all changes.

But it's a bit too conservative.

After hearing this, Gao Mingkang frowned slightly:

"Chen Dong, if you follow what you said, it may not be a foolproof strategy. What is the other party's temperament, will everyone not know?

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

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

Gao Mingkang disagrees with Chen Hao's too conservative opinion, at the moment, the only way to fight a bloody way is a good way to do it once and for all.

Chen Hao shook his head with a smile and said:

"Mr. Gao's opinion is definitely worth paying attention to, after all, I don't have much time to deal with North America. However, everything is done in an orderly manner, and I hope that Mr. Gao can come up with a practical plan. ”

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

"Well, I'll have to think about it. ”

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

Hu Yang glanced at Liang Yu and said with a smile: "Manager Liang, you can talk about it too." It doesn't matter what comes to mind and what you say. ”

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

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

Liang Yu thought for a while and said:

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

At this time, it is very difficult for Charm Semiconductor to raise funds in the securities market. It is not a trivial matter that the performance of enterprises declines, the stock price falls sharply, and the financing ability declines significantly.

With Liang Yu's assurance, except for Populus Hu, everyone secretly breathed a sigh of relief.

Enterprises want to tide over the difficulties and 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 Populus Hu still has a huge amount of money in his hands, but that is his own. Even if Hu Yang himself doesn't mind, it doesn't have a proper name to use, which is not necessarily a good thing.

However, the high-tech venture capital fund is different, and the original intention of the fund is to support the domestic semiconductor industry.

Now, Charm Semiconductor has encountered difficulties, and the financial support given by the high-tech technology venture capital fund can be said anywhere.

"Let me say a few words, then. Today, I have convened you to a meeting to hear your suggestions. On the other hand, I also have some ideas that I would like to share with 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. That's right, at present, Charm Semiconductor is mainly facing great pressure from North America. But I'd like to remind you here, don't forget that there's also an S star that is eyeing the stars.

What is the usual method used by the S star? That is, taking advantage of your illness to kill you! You can think about it, the price cycle of memory chips in the past few years is basically related to the operation of the S star. This round of price wars has brought down many semiconductor giants, such as Qimonda.

Mr. Yan, what is the current price of memory chips at historical?"

Hu Yang has never forgotten that S star, this guy probably monopolized 70% of the world's memory chip production capacity before.

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

In other words, the memory chip production capacity of S Star alone accounts for half of the world. From this point of view, Charisma Semiconductor is still far from it.

Up to now, the output of Charm Semiconductor accounts for about 17% of the total number of memory chips in the world, which is not much different from the strength of MG, SK and other companies.

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

Previously, the development of Charm Semiconductor was thriving, and S Star could not find any opportunities. But now, North America's all-out crackdown on Charm Semiconductor is a good time.

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

Hearing Hu Yang's question, Yan Hanzhang hurriedly replied: "At present, the price of storage chips is not bad, and it is in the third highest price area in history. ”

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

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

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

This is the first very shocking topic thrown out by Populus euphratica today, and everyone thinks about it, and it's really like this.

The competition between enterprises is often very cruel. In this battlefield where you can't see the smoke of gunpowder, everyone will definitely do their best, and if you don't get it right, it will be the end of your life and death.

After hearing this, Chen Hao's face was a little ugly, and he said: "The more you reach the high-end of the industrial chain, the more bloody the competition is. Mr. Hu, do you think we can cope with a new round of price war?"

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

But with so many crises added together, can Charm Semiconductor cope with it?