"AMD wants to become our No. 1 chip supplier again, and that can't happen. Lin Qi said, "Since AMD launched a hybrid architecture chip and tried to seize the leading position of technology upgrade in the XRM architecture market, we have lost our trust. ”

Jerry Sanders smiled bitterly: "I don't expect to become the number one supplier, but you still hold 25% of our AMD shares, are you ready to die and let AMD go bankrupt, and the stock depreciation is worthless?"

"You don't have to intimidate me, even if AMD goes bankrupt and liquidates and sells assets and patents, it may be valued at a higher value than it is now. There are a large number of potential competitors in the market who are interested in AMD's technical team and patents. Lin Qi said.

Now AMD has not sold all the chip factories like it did later, leaving only the technology research and development department.

On the contrary, AMD now has factories that are only slightly smaller than Intel. The overall process level and production capacity are among the few super factories on the planet.

And now, many semiconductor companies, if they want to learn about the most advanced technology and process, the best way is to acquire semiconductor giants with more advanced technology than themselves.

"You don't think that after AMD goes bankrupt, New Venture Electronics Group will have the opportunity to acquire these assets......? It's not just about money. Jerry Sanders reminded.

"It's a matter of politics. "I know very well that the assets that can be acquired are either from the United States itself, or from financial investors in countries that the United States believes are unlikely to pose a threat to it." ”

Later, in 2006, after AMD acquired ATI, a well-known brand in the graphics card industry, it paid huge capital expenditures and the scale of debt soared. So much so that after 2008, he wanted to make a strong man break his wrist and sell the wafer factory to GLOBALFOUNDRIES Semiconductor Co., Ltd. After AMD sold the fab, it continued to find GLOBALFOUNDRIES to manufacture chips, and lost the autonomy of the wafer factory.

The consortium that bought the AMD wafer factory is mainly a consortium from the Middle East, because these countries cannot have a semiconductor industry, nor can they compete with related industries in the United States, and the wafer factory is still in the United States, so the United States will allow the acquisition. In fact, even if GLOBALFOUNDRIES Semiconductor is taken care of by Middle Eastern tyrants, it cannot be considered as Middle Eastern tyrants, and local tyrants only have the right to obtain financial benefits. In terms of semiconductor technology, it is still dominated by the American team, and it is not even allowed for local tyrants to send people to learn from experience. Of course, the local tyrants will not be so ambitious, after acquiring high-tech companies, arrange a bunch of people from their own countries to learn technology, on the contrary, the Middle East tyrants are just shareholders of large American companies, but they are not interested in improving the scientific and technological level of their own countries.

In other words, if a country with a large industrial scale like China wants to buy a high-tech giant from the United States, it would be hellish if it was allowed to do so. Because, if China acquires the relevant factories, it will definitely send a bunch of people to come in to learn, and it won't be long before it will eat through a bunch of high-tech and reduce ten or twenty years of struggle.

It is precisely because of appreciating China's potential and ambition that it ...... The U.S. does not allow China to acquire its domestically high-tech enterprises.

"Now that you know it, you should know that if AMD's situation deteriorates, or even goes bankrupt, your interests are compromised. It's other people who pick up the bargains, like Intel, IBM, and ......," Jerry Sanders warns.

Lin Qi couldn't help but feel amused when he saw Jerry Sanders' imitation.

When China does not produce chips itself, the attitude of American chip manufacturers is very arrogant, and they love to buy but not buy. If you want to cut off the supply, you can cut off the supply, and if you want to increase the price, you can increase the price.

Now China's semiconductor industry, driven by the new entrepreneurship department and Linmeng Technology Company, has the ability to independently upgrade the process level and architecture design, but the American chip manufacturers are anxious and hope to get OEM orders.

After all, compared with other industries, chip foundry is still an industry with high threshold and high added value. However, the competition is also fierce, and if you can't get orders, the losses are even greater than those of traditional industries. Because...... The law of Moore's Law is that technology is updated once every two years.

Therefore, the newly put into operation of the most advanced wafer fab must earn back the cost within a three-year cycle. Because, three years later, it was still a very advanced wafer factory, and the technical content has depreciated. The value of the equipment also falls quickly.

It is also because the wafer factory can only survive if it produces efficiently and orders are saturated. If there are few orders for new wafer fabs, then even industry giants will be unable to withstand this cost pressure.

"AMD wants to regain our technology licenses and orders, but we need AMD to promise not to use the so-called hybrid architecture tricks to try to seize the lead of the CPU architecture technology upgrade route with us. Lin Qi said, "In terms of chip design, you have also seen the level of the technical team under me." Even if it is produced with a more backward process, we can still achieve an overall lead in power consumption and performance by relying on our architecture design capabilities. So, it's not that we can't do without AMD, on the contrary, it's that AMD will be in a very difficult situation if it leaves our license. ”

Lin Qi sees AMD's situation clearly, also because, in the past few years, the new venture electronics group has been staring at AMD's business situation.

At the beginning, after the launch of hybrid architecture chips, with the help of IBM, Microsoft and other partners, it once became the third choice in addition to PC and Pangu computers.

But...... I have to regret to say that the new PC is already cold! In 90, the new PC with hybrid architecture chips achieved 15 million sales.

In '91, sales of new PCs with hybrid architectures exceeded 20 million units.

After that, 92 years...... Well, sales have fallen below 10 million units. In addition, there are a lot of negative reviews from consumers, because there are a large number of compatibility problems with the software of the X86 PC platform and the application software on the Pangu computer with the XRM architecture.

For these compatibility issues, we should have communicated with software and hardware vendors to redevelop a set of applications on a mixed-architecture platform.

At the beginning, there were still some software vendors who were looking forward to exploring new markets, but they soon found that they were trapped. Hybrid architectures are the market, and they have been booming and waning for more than two years. By the third quarter of '92, monthly shipments fell below 500,000 units.

By the fourth quarter of '92, monthly shipments fell below 200,000 units......

IBM, which was originally leading the development of a new PC platform, also stopped purchasing chips with a hybrid architecture, and after clearing its inventory, it was ready to withdraw......

In order to enter the hybrid architecture chip market, AMD has invested in several new factories, and now it is also cool. If you don't kneel down and beg the new venture electronics group to eat, AMD will be cold.

"Luban's first-generation architecture chips, you can license them to be produced! But I have a request...... Lin Qi said.

"What do you want?" Jerry Sanders regards AMD as more important than his own life, which is equivalent to the meaning of his life, even if he is asked to kneel on the ground and learn to bark dogs, in exchange for the life of AMD, he is willing to do it!