Chapter 936: I'm Coming

Yahoo's acquisition of Time Warner was done in secret, and Zhou Shi and Pichai met with Time Warner's top brass together. Sure enough, the reaction of the other party was particularly interesting, after experiencing the merger and acquisition case that can go down in history at the beginning of the century, they were not sure how wary they were of Internet companies, and the first meeting was basically ineffective anyway.

Yahoo clarified the rumors with eBay and is still talking about cooperation, and the matter of splitting up Ayal may not be fruitful until the end of the year. I don't know how useful it is for Time and Yahoo Pay, maybe it's not useful at all. He didn't bother to pay attention to it, there wasn't much he could do with this level of competition, this time it was just better than nothing.

After wandering around Yahoo for a long time, Zhou Shi couldn't find anything for a while. It will take a little time for Jim Keller to work at Yahoo, and the IS architecture project is still on track, and it can be said that some achievements have been made. Anyway, whether it is a set-top box, a TV box, a TV, a router, etc., it is a chip for this architecture. Even if AD's stock price remained stable due to Zhou Shi's participation, it did not reach the market value of $10 billion.

"Mr. Zhou, Qualcomm Foot Dragon 810 broke out with a hot ......" Chen Wen said happily, she was really happy.

"Is it?" Zhou Shi, Qualcomm's Foot Dragon 810 was still launched as scheduled, giving a great surprise to mobile phone manufacturers at home and abroad. 20N process technology, 8 cores, using quad-core RTEXA57 quad-core RTEXA53 architecture.

In the global mobile phone chip market, the largest giant is Qualcomm, followed by Apple's A-series chips, and then Spreadtrum Technology, which is separated from the Snapdragon chip. Finally, there are the miscellaneous companies like Spreadtrum and MediaTek...... Because of the large number of chips, Qualcomm's focus is not like Apple and Guoke, and it only needs to improve R&D technology and improve the performance and architecture of one or two chips. Qualcomm and Spreadtrum need to improve the technical content of a series of mobile phone chips. The only good thing is that AR does most things well.

"Of course, this chip has pitted many companies, whether it is Samsung, Lenovo, OO or ZTE, and their flagship machines have almost been wiped out. That is, the husks and nuts insisted on letting the high-end chip Kirin 910 launched by Snapdragon and Spreadtrum last year act as the flagship chip, which avoided the tragedy. "Chen Wen, the naming convention of Kirin chips is high-end 9xx, mid-range products 7xx, low-end entry-level products 5xx, 3xx.

Guoke's Snapdragon chips and Spreadtrum's Kirin chips use the mature 14N process of Licensed Semiconductors, which is currently the most advanced technology in the world. Apple has also placed orders for licensed semiconductors, but Apple's A-series chips account for less than one-fifth. TSMC has also perfected the 16N process, and the specific performance indicators are not yet known, but the licensed semiconductor has been optimized for so long, and the 14N technology has not been rushed to the market, at least to ensure the market reputation of the licensed semiconductor. Moreover, TSMC's production capacity should give priority to Apple, and Qualcomm's Foot Dragon 810 chip will have to wait.

If the heat is too large, it will affect the experience of the mobile phone, and the frequency reduction processing will affect the fluency of the mobile phone. The Qualcomm 810 chip has a mixed score with the Spreadtrum Kirin 910 in various mobile phone evaluations, and the communication baseband used by the Kirin 910 has been authorized by the CDA patent, achieving full Netcom. Qualcomm 810 has achieved an overwhelming advantage in energy consumption and heating, not to mention the chips independently developed by Apple and Guoke, which have always been no worse than Qualcomm chips.

"I don't know the current situation of Spreadtrum, has the sales of Kirin 910 increased?" Zhou Shi, he did not make a prediction of the Qualcomm 810 chip heating event, purely Spreadtrum, Guohu, Nuts, Licensed Semiconductors under the unified coordination of Zhou Shi's secretary team, interconnected, took advantage of information advantages, and occupied the opportunity. Licensed semiconductors will not reserve a lot of production capacity for Kirin chips, and it is difficult to say whether they can seize this opportunity.

"We have coordinated again, but unfortunately the number of factories with mature 12N processes for licensed semiconductors is limited and the capacity is insufficient, otherwise the effect will be better this time. "Chen Wen

When Franchise Semiconductor did not acquire GLOBALFOUNDRIES, it set up its most advanced factory in Singapore, and Huaxia Continental undertook backward production capacity, such as the 28N and 20N processes that SMIC has not yet mastered. GLOBALFOUNDRIES also needs technical support from licensed semiconductors, the integration of the technologies of both parties, and the preparation for AD chip foundry, which is complex and cumbersome. Being able to open the back door for Spreadtrum Kirin is already very authentic.

After contacting Zhang Yujing, Zhou Shi heard a lot from his unusually tired and excited voice. Spreadtrum Kirin 910 chip sales skyrocketed, reaching the limit of the production capacity that licensed semiconductors were able to.

"Haha, TSMC's market share is finally below 50 percent, and it is said that their market share may only be 45 percent this year, and licensed semiconductors can reach 20 percent. The rest of the market is for other companies like UMC. "Zhang Yujing

The two companies monopolized 65% of the market share in the industry, and the number of semiconductor foundries seemed to be dozens. How can there be such a strong opponent as TSMC and Licensed Semiconductors?

Zhou Shi ignored Zhang Yujing's excitement, he only saw the tip of success, and thought it was an incredible miracle. But Zhang Yujing didn't know that for today's success, Zhou Shi had done a lot of layouts, and now it was just the time to blossom and bear fruit, and the show had just begun.

"Our investments in the semiconductor industry have been largely successful so far, even if we charter Semiconductors to invest hundreds of millions of dollars in ASML, the company's share price has more than doubled since we took a stake. As for the preferential treatment of obtaining advanced equipment in advance, it has also initially shown superiority......

The wafer manufacturing companies and technologies such as Sunedin that we acquired have taken root in China, and the difficulties in the development of FDI have been basically overcome. Or that we are already a leader in the field of FDI wafer fabrication processes.

Spreadtrum, one of the largest customers of chartered semiconductors, has a high strategic position in the United States, and if competition intensifies, it may trigger some unpredictable crises and insufficient patent accumulation.

Companies including Micron, Haowei OV camera, and New Broadcom have close cooperative relations with licensed semiconductors, and Samsung and Apple are also cooperating for supply chain security and licensed semiconductors. After the completion of the AD chip foundry technology upgrade, we are fully capable of maintaining the pressure on TSMC. The head of the semiconductor department of Galaxy Capital reported to Zhou Shi with chartered semiconductors as the core.

"Licensed semiconductors are here, Spreadtrum is here, AD is here, I'm here!" Zhou Shi listened to the report, and his heart was full of pride.