Chapter 416: Changes in the Storage Industry
Ma's, these people are full of passion, as if they can beat the whole world, and they still want to do things that other big foreign banks can't do, or they also want to instruct Zhou Shi to run out of funds and do some useless layouts. Huaxia banks can make money lying down, but you also need to have capital to participate. Regardless of domestic or foreign, Zhoushi's industry is expanding rapidly, and it is obviously very dangerous to maintain such an acceleration, and the possibility of overturning is too great. It is necessary to slow down and slow down, even if there is difficulty.
Banking, insurance, and securities are the three pillars of modern finance, and bancassurance is indispensable if you want to build a financial core enterprise. Companies in all three industries under the Samsung Group are in place (banks seem to be absent), providing ample ammunition for the development of Samsung Group. Zhou Shi is learning from Samsung in many places, such as the layout of the whole industry chain, such as instigating others (Micron) to attack other competitors in the global semiconductor storage industry at the cost of aggravating industry losses. But what I didn't expect was that there was an accident, after Qimonda went bankrupt, Carlyle Capital, Texas Pacific Group (TPG) and other consortiums actually acquired the bankrupt Qimonda, and at the same time came to Wanwan, acquired South Asia, Powerjing, Maode, etc., and also prepared to acquire South Korea's Hynix and Japan's Elpida, Toshiba, but they were all rejected. However, according to Zhou Shi's news, they are likely to want to merge with Japan's Elpida, after all, these Taiwanese companies have had merger negotiations with Elpida before, and the name of the new company is Qimonda. Micron's partners in Wanwan, Huayake and Nanke, are also uncomfortable and are discussing a merger with Micron. Zhou Shi's whim actually caused such a big change in the world, which he never expected.
"Will our investment in Micron continue?" asked Lu He worriedly
"What do they think?"
"It's hard to ride a tiger!" replied Lu He
Thinking about it, the leveraged buyout of Micron is already very risky, and now it has added a strong competitor, and there are many uncertainties about the future development.
"Micron's original shareholders are a little shaken, and some people want to quit," said Gregory
"It's good that we are consistent with KKR and Silver Lake Capital, let's absorb it proportionally!" Zhou Shi did not entangle.
Obviously, Carlyle Capital entered the game to make money, and the current relatively scattered corporate acquisitions were integrated into one enterprise, which can effectively deal with market risks. And there can be a lot of tacit understanding between each other, such as price monopoly. This kind of thing is obvious, Wanwan enterprises are so easy to succumb, because after seeing the changes in Micron, they do not have the confidence to deal with the challenges of the market.
South Korea's Samsung didn't react, anyway, they have the strength of technology and capital, Hynix is a little miserable, but SK still invests some money to help them, but SK's own strength is limited, and it is not yet known how determined it can be. Toshiba's technology is advanced, its strength is still there, and I don't feel much chill for the time being.
If nothing else, in a few years, the market will dominate Samsung, Micron and Qimonda. Faced with such an ending, Zhou Shi didn't know whether he was happy or sad in his heart.
"Wait until the stock price returns to normal, find an opportunity to sell SanDisk shares!" Zhou Shi could only tell like this, the pattern of competition among the three giants is probably about to form, and it is not very useful to keep SanDisk, anyway, now that the market is correcting, almost all stocks are rising, and they are also making a lot of money on SanDisk. If it weren't for the unique technology of SanDisk and the incompatibility of Micron, maybe these PE institutions would have acquired SanDisk.
When Zhou Shi turned the storage industry upside down, domestic computer factories were also scolding them for doing things that lacked morality. It is foreseeable that the price of memory will rise a lot in the future, but the current price may also fall, but they don't know when it will rise, or they can only ask Zhou Shi Luhe's side. With such a tangled and distressed look, he didn't even dare to complain, in case he was targeted by Zhou Shi Lu He, it would be troublesome.
"As for the development of Micron, it is still the same as before, but to increase the research and development of mobile phone storage, we need a large number of mobile phone memory cards with superior performance. "Zhou Shi
"We have reached a consensus on this point before, and there will be no problem now" Lu He
"That's good, these people are crazy enough to dare to do this. "Zhou Shi
"I've heard the people at Carlyle Capital say the same thing, they think you're crazy, and they're going crazy with you. "Gregory
"Hemp, I'm not too easy to get money, so I dare to gamble, and this can play a great role in Tianhe Securities forming combat effectiveness at the fastest speed, even if it fails this time, our investment will be earned back in other aspects, but what are they, if this is a loss, how much will we lose?" Zhou Shi
"They probably didn't think of that, using hundreds of millions of dollars to train the team. "Lu He
"I guess that's the case, they're all normal people, not as crazy as Simon......."
"Okay, okay, I hope Micron doesn't go bankrupt, otherwise my mobile phone factory will have a hard time in the future. "Zhou Shi
"In fact, with Qimonda, our probability of success is much greater, and Simon doesn't have to worry about failure, so it's better to take the opportunity to acquire more shares. "Gregory
"It seems that this is indeed the case, hey, the power of capital is too evil. "Zhou Shi
Hemp, why don't you say that you are evil, the cat cries and the mouse is fake compassion!
The success rate of the four major funds of Galaxy Capital seems to be very high, Western Digital and other companies have developed very well, the only uncertain is Chaowei Semiconductor AMD, but he can't play too much role, this is too sensitive.
When you get to Singapore, you have to go to Licensed Semiconductors and Nanyang Polytechnic to see it, and meet the head of Temasek, the controversial female leader. Licensed semiconductors can poach Liang Mengsong, Temasek has contributed a lot, at least Zhou Shi has no way to let Nanyang Polytechnic accept such a special professor and some special students.
Also making a lot of money in the subprime mortgage crisis, the Paulson Fund remained a mystery as the biggest winner. Galaxy Capital is the star of the financial market this year, and various coquettish operations have been carried out one after another. From the acquisition of Tianhe Securities, East West Bank, to East West Bank's acquisition of part of the Royal Bank of Scotland's business in Asia, as well as participating in the delisting of Micron, the integration of the DRAM market, and the acquisition of licensed semiconductors. The expenditure of 5 billion US dollars has made the entire financial circle recognize the strength of Galaxy Capital and Zhou Shiluhe. Temasek's female leader, Ho Ching, certainly recognises their strengths. Although there is no specific cooperation this time, it is also the basis for building a good relationship.
"Of course you can take a stake in Huamei, you can buy it directly from the market" Lu He's words are obviously not sincere, Galaxy Capital, which holds the controlling stake, how many shares are still available in the market for them to acquire, He Jing is very dissatisfied.
"We are not short of money for the time being, and it is difficult for the current market to reflect the true value of East West Bank, and when we complete the initial integration, there will definitely be a chance for Temasek to join," Zhou Shi quickly added.
"Okay then, I'll just wait for your news, but do time, friends, and husks need financing, is there a chance for us?"
“。。。。。。 ”
(End of chapter)