The licensed semiconductor 28nm has matured, but in order to avoid overstimulating TSMC, there has been no large-scale expansion of production capacity, mainly orders from affiliated companies such as Spreadtrum Communications. In fact, 20nm technology has been developed a long time ago, in fact, Samsung's 14nm technology was developed from the 20nm process. However, the development progress is not so fast, and the gap with TSMC is difficult to make up. The arrogant Liang Mengsong and the unwilling Zhang Yujing saw the hope of surpassing TSMC, so they naturally had more ideas. And it is not surprising to repeat that Samsung's technological development roadmap was originally in his plans.

But even so, Zhou Shi didn't want to meet their financial needs too quickly. Enterprise development and competition is by no means a way to run all the way to success, free release is the king, if you can't do it, or a little carried away, then he will naturally be eliminated.

Due to the rise of licensed semiconductors, the semiconductor foundry industry has naturally affected a large number of enterprises, such as UMC, Samsung, and GLOBALFOUNDRIES, among which the saddest is not Samsung, after all, Samsung semiconductor technology has never been arrogant, and I don't know how big Liang Mengsong's role is. The saddest thing should be GLOBALFOUNDRIES, since AMD became independent, there is not much external business, and a huge amount of money has been invested, but the development of its own advanced process technology has not improved, so that the GPU department has been embraced by TSMC. And AMD APU chips were beaten by Intel because of their embarrassing wafer manufacturing technology, and they were struggling in the market. Originally, all this had nothing to do with Zhou Shi, but now that Yahoo has become AMD's largest shareholder, the situation is different.

"Have the people from Mubadala Investment Company arrived?" Zhou Shi asked Chen Wen in the office

"Not yet, it's already on the way!" Chen Wen

Because of the connection between AMD and GLOBALFOUNDRIES, there is a complicated relationship between Mubadala, as the majority shareholder, and Yahoo. In the previous life, the UAE tyrant didn't know for what purpose, but he actually invested tens of billions of dollars in GLOBALFOUNDRIES, which is still not as good as Samsung's semiconductors that took shortcuts. In the end, it is necessary to cooperate with Samsung to jointly develop 14nm technology, which can barely save his face.

"How is your negotiation with IBM, why hasn't there been any news yet?" Zhou Shi saw that someone was coming, and there was an old acquaintance, and he didn't ask outside.

"Their demands are too high and not in our interest!" (forgot what to call)

"Oh, is IBM's technology still valuable?" Zhou Shi

"Yes, there is, but the cost is too great, we are also considering, and the current business development of GLOBALFOUNDRIES is not going well, even if the acquisition of IBM's chip manufacturing business, it will not have much effect on us?"

"Then you're going to give up?" Zhou Shi

"That's not necessarily, it depends on their conditions. ”

"Made, if you want to keep dragging it out like this, then our previous agreement will be settled, and we will do it ourselves. "Zhou Shi

"Simon is here to learn about IBM?"

"Forget it, it's annoying to look at it, Licensed Semiconductor wants to develop the next generation of 14nm process technology, and now it's short of money, are you, oh, should it be GLOBALFOUNDRIES?"

"Simon is ready to release some of its chartered semiconductor shares?"

"You dream, I'm not as formal as a company that can compete head-on with TSMC, will you be harmed?"

"Simon, you're not very friendly!"

"Then you want me to be polite?"

"Hehehe, Simon casually, casually ......"

"I need you to cooperate with IBM on FD-SOI patent technology, you need our technology on FinFET, otherwise AMD's orders will disappear, then things are simple now......" Zhou Shi

Now Zhou Shi is completely in a strong position, and GLOBALFOUNDRIES does not have much code, because it is basically difficult for FD-SOI technology to impact FinFET in the short term, but after the 7nm process, the two sides will begin to converge, and SOI will also develop from 2D to 3D (the current chip is on a plane, later), that is, the development of SOI FinFET process, which can be said to be the same way. In addition, GLOBALFOUNDRIES and IBM's technology in FD-SOI is not awesome, and STMicroelectronics is the biggest player in this field.

"How to cooperate?"

"We jointly developed the FinFET14nm technology, and you bear most of the funds to obtain patent ......authorization," Zhou Shi

"Simon, is your request ......?"

"I never open my mouth, will TSMC be willing to cooperate with you? But Chartered Semiconductor hopes to have a partner to share the pressure from TSMC, otherwise do you think we will really be short of money?" The Four Elephants Fund is very popular in China, and because of the subprime mortgage crisis, Volkswagen's acquisition has a high reputation in Europe, the United States, and Southeast Asia, and its profitability is above the average level of similar fund companies.

How terrible is the cash flow of the insurance company, it is difficult for ordinary people to understand, forget it, this is not the point, don't talk about it, anyway, as long as you know that AIA will not go bankrupt, Zhou Shi's cash flow will basically not have problems.

"As long as the conditions weren't too harsh, I agreed. ”

"You agreed, the licensed semiconductors may not agree, their hearts are much bigger than mine......" Zhou Shi

Since TSMC launched 28nm technology in 2011, Licensed Semiconductor also launched its own 28nm technology last year, which can be regarded as widening the gap with other foundry companies. Now that the concession can put pressure on TSMC, I am afraid it will be difficult to earn high profits in the previous life. Because of this success, they want to overtake in corners, which is really a blessing and a curse.

"This cooperation is mainly my idea, in fact, I don't think this is the best way to cooperate!" Zhou Shi

"What's better?"

"For example, Concession Semiconductor acquires part of GLOBALFOUNDRIES!" Zhou Shi

“……”

"Don't say you haven't thought about it, GLOBALFOUNDRIES basically has no chance of success, you're stuck in a vicious circle, there's no advanced technology, so there's no business, there's no business, so there's no money to research the latest technology. And AMD can't always be constrained by Globalfoundries' backward ......" Zhou Shi

"Isn't there still a licensed semiconductor, and if this cooperation goes well, we will also have our own technology. ”

"Let's laugh, even if TSMC gives you a full set of technologies, can you achieve their technical level?

"Hey......"

"Forget it, you have a lot of money anyway, and you won't give up if you don't try. Truth be told, even if you don't let the concession semiconductors buy, you should invest more in the FD-SOI process technology, which will bring you more customers. "Zhou Shi

"Thank you Simon for your advice, and thank you for your help in the UK......"

“……”