Chapter 262: GLOBALFOUNDRIES Semiconductor

The more he learned about the smartphone industry, the more desperate Zhou Shi became. It is almost impossible to fully grasp the entire industrial chain. Even if the goal is to catch up with Samsung, there are still many problems.

In the previous life, Samsung was the largest mobile phone manufacturer in the world. In addition to mobile phones, Samsung is the world's NO.1 in nearly 20 products such as TVs, memory, and panels. The three major CPUs, memory and LCD panels of mobile phones, the latter two Samsung are the world's first, and the chip foundry is the world's fourth.

For example, Samsung's DRAM share is as high as 50.2%, and NAND flash memory is also 36.6%. As long as mobile phones are produced, Samsung is inseparable. Apple is very good, but the panel and memory are Samsung's, and the CPU is also found by Samsung. Huawei and HTC have both suffered big losses because of Samsung's supply cut, the former is planted on UFS flash memory, and the latter is planted on OLED panels.

Guoke doesn't have much cooperation with Samsung now, but smartphones have just begun, and Samsung's advantages are not obvious now. However, with the large increase in shell shipments, cooperation with Samsung has also been put on the agenda, and Samsung's advantages are obvious in terms of memory and touch screen production and quality assurance.

Although Samsung has superior strength in memory and panels, its advantages are mainly in mass production technology, and there are still large shortcomings in original technology, including production equipment and basic materials, which rely on imports. Japan ranks first in the world in 14 of the 19 basic materials needed to produce semiconductor chips, with a total market share of 66%. For example, Shin-Etsu Chemical supplies 27% of the world's silicon wafers, and Toppan provides 30% of the world's photomasks. In addition, Applied Materials of the United States has almost monopolized the market for physical vapor deposition and chemical vapor deposition equipment. Another giant, ASML in the Netherlands, the world's largest provider of lithography equipment and services, has a monopoly of 80% of the market.

There is still hope of catching up with Samsung,Before Zhou Shi's rebirth,BOE led by Wang Dongsheng has jumped to the world's largest panel manufacturer in terms of shipments,The development of BOE and the path of Samsung's rise are almost identical,That is, regardless of the cost,The more you lose, the more you invest。 However, Zhou Shi will definitely not easily get involved in this field, take BOE as an example, how much investment has been consumed, the company's market value and his years of financing funds are basically not much different, although the company's scale continues to expand, but the company's profitability is basically not visible. Besides, the investment in the field of chip foundry is not much less, and may even be more. Zhou Shi wants to get involved in the OEM field, and the funds he needs are enough for him to be nervous.

After Galaxy Capital took over the AMD debt in Lehman's hands, it has been communicating with them and wants their fab. But the Abu Dhabi Advanced Technology Investment Corporation (ATIC) in the United Arab Emirates had a long conversation with them. In line with previous developments, they will formally announce the partnership in October, in which ATIC will invest about $2.1 billion in the new company, of which $1.4 billion will be provided directly in cash, bringing the new company's capital to $5 billion, and the other $700 million will be paid to AMD to improve operations. The new company's board of directors will be split equally by AMD and ATIC, while AMD holds 44.4% and ATIC holds 55.6%. And this company is GLOBALFOUNDRIES, the second-ranked wafer foundry in the previous life, but unfortunately it loses money every year.

The addition of Galaxy Capital certainly makes AMD happy. Thinking that another company with a price increase joins in, they can sell at a better price. And they are all industrial investment funds, and there is no question of who is good and who is bad, everything is a question of price.

Zhou Shi also came into contact with these Gulf tycoons for the first time, and oil prices soared. They have become richer, and they are also selling reclaimed palm islands all over the world. The "Magic Castle on the Beach" creates the "Dubai Miracle" by investing in real estate and infrastructure projects, attracting the rich and celebrities to develop tourism and high-end real estate, and attracting financial and shipping giants to develop financial and shipping services. David Beckham, Gi'Giorgio Armani and Sergio Schumacher have all come to invest, and there are the best hotels, the largest shopping malls, the most luxurious entertainment facilities, as well as the "Burj Khalifa", "World Map Islands" and many more, which can make the rich from all over the world linger. Some people also invited Zhou Shi to buy a house there, but unfortunately he didn't have time, and in less than a year, there would be a debt crisis in Dubai, and the prosperity would disappear.

Zhou Shi originally thought that people in the Arab world were very old-fashioned, but after contact, he found that things were fundamentally different from what he imagined. They are still very well modernized, and they do not feel dangerous at all.

Many people think that Dubai tyrants are not short of money, but business is business, and it is not something that can be made with money. They also have to follow the laws of the market, and they won't do things that will definitely lose money. Sovereign wealth funds are not to be squandered at will. Therefore, Galaxy Capital, which is not bad for money, is not afraid to compete with them, Zhou Shi's vision is more than ten years beyond them, and he can almost kill these oil tyrants in the field he is familiar with. However, Zhou Shi's purpose is really not to compete with them, AMD will not completely let go of the fab for its own development, and even the development direction of the fab. In his previous life, GLOBALFOUNDRIES did not make more efforts in the direction of mobile phone chip manufacturing, and if it was all ATIC's responsibility, Zhou Shizhen didn't believe it. Even if they later own more than 65% of GLOBALFOUNDRIES' shares, AMD's influence may not be small.

Zhou Shi wants to have a company that he can control by himself and minimize the impact of the company's infighting, plus he guides the direction, and now he starts to work hard, and it is still very promising to surpass Samsung's semiconductor foundry.

Zhou Shi's real purpose is the design and development team of AMD's Handheld Business Unit, as well as the mobile device technology being developed, including 2D and 3D graphics, audio, video, display architecture, and more. That is, in the previous life, Gao General Motors bought 65 million dollars from them, and developed the Adreno GPU on the basis of it again.

However, Zhou Shi obviously would not tell them this, even if it was his own negotiator, Zhou Shi did not tell them.

The head of ATIC owns a stake in AMD, which is a disadvantage for Galaxy Capital, but having $1.5 billion in bonds is their biggest advantage.

"You have a Chinese background, and it's very difficult to make a deal. "Lu Yizhi

"Galaxy Capital is an American company, the founder is also an American, and our acquisition has the support of members of Congress, this is not your reason!" said James, who was in charge of the negotiations

Zhou Shi and Lu He will not do these things without preparation, and it is not unconditional to support the election of Oguanhai. Wall Street's methods of obtaining support from the U.S. government are simple, direct and effective, especially in the context of the subprime mortgage crisis, and the profitability of Galaxy Capital's Suzaku Fund is a unique magic weapon to attract members of the Senate and the House of Representatives. can make money legally and reasonably, who wants to be corrupt!

After several communications, Lu Yizhi had no choice but to agree, and Galaxy Capital officially entered the market.

Thank you for the monthly pass that drifts with the wind and Xunhao

(End of chapter)