Chapter 604 Investing in AMD
After sending Wang Lie away, Lin Qi's trip to North America was still busy.
A few days later, Lin Qi arrived at AMD's corporate headquarters.
In fact, Lin Qi collapsed the headquarters of AMD, not only because of the strategic partnership between the two companies, but also because Lin Qi recently increased his holdings of AMD shares in the market and became an important shareholder of AMD.
Jerry Sanders shook hands with Lin Qi and said, "Mr. Lin, we have met again! ”
"That's right!" Lin Qi said with a smile, "As long as you AMD always treat people with sincerity, I will treat you with sincerity!"
In fact, over the years, AMD and the new venture electronics group have also been allies in the field of products and technologies.
The core component of Pangu Computer, the flagship product of New Venture Capital Electronics Group, is undoubtedly the CPU chip. As for the design part of the CPU, Xinchuang Electronics Group has a lot of R&D investment, and in the laboratory, it can develop the world's first-class chips.
But the research and development of chips is not the most difficult.
The hardest part is to make it!
Chip manufacturing can be called the most high-tech industrial product on the planet. The scientific and technological content it represents is not inferior to missiles, airplanes, and other products.
Even fewer countries have the capacity to manufacture high-end chips than they do to build airplanes or build nuclear bombs.
In the future, there are also a bunch of open-source instruction set architectures in the world, and many open-source architectures are not necessarily inferior to those chips that are more widely used in the market.
However, those theoretically advanced architectures have not been commercialized and mass-produced, and have even become free and open-source materials to be shared with scientists and technicians around the world.
In addition to the lack of other hardware and software ecological support for the open source architecture, it is not very useful to create it. The main reason is that there are actually very few manufacturers that can make chips. At present, there are about a dozen major chip-making countries in the world.
In the future, it will be reduced to single digits.
Semiconductor manufacturing is now the most complex industry, and many factories have a strong sense of confidentiality. For example, when South Korea's Samsung wants to enter the semiconductor manufacturing industry, the industry companies in the United States and Japan, even the size of the factory, must not be disclosed as top secret information. Samsung's approach is to poach people little by little, one, two, three...... One year, two years and three years, from Korean technicians to technicians of any nationality, as long as there is technology, they continue to poach, and in the 80s, Samsung began to have the ability to produce memory. After that, memory manufacturers all over the world, traditional manufacturers in the United States and Japan jointly lowered prices in an attempt to kill Samsung. However, Samsung insisted on holding back losses and survived wave after wave of opponents. After that, most of the manufacturers in the United States withdrew from the memory market, and the Japanese manufacturers in the 90s were dragged down by the economic recession, and their technology and production capacity income were limited, and they could not compare with Samsung. As a result, Samsung came from behind and became the largest memory manufacturer.
At the beginning, Samsung's semiconductor business was about having no people and no technology. Purely relying on the loss of the 70s to the 80s, it continued not to make money, but it insisted on continuously accumulating technology and production experience, a large amount of investment precipitation, and insisted on believing that it would never make money, and it had to be done. If you continue to do this, it's no wonder that it succeeds!
Of course, after the later Samsung gained an absolute advantage in the field of memory, it also had a virtue with its former rivals and manipulated prices. When there is no competition from the competition, the price is arbitrarily raised. The number of competitors began to increase, and they dumped at cost price, squeezing the opponent out of the market.
Lin Qi thought about it and proposed to visit AMD's production line, but after some hesitation, Jerry Sanders was only willing to take the 1.5-micron production line of Lin Qi's restaurant.
As for high-end production lines such as 1 micron and 0.8 micron, although it is for the new venture electronics to OEM XRM chips. However, the R&D personnel of XRM chips do not have the right to go into the factory to see, how it is produced, how the factory is laid out, what equipment there is, and how people work, which is completely a black box.
At the beginning, Xinchuang Semiconductor was able to manufacture chips in China, to a large extent, because the company's chief scientist, Yu Youcheng, had both R&D experience in Intel and a manager in the chip workshop.
The layout of the chip factory, how to operate and manage, and those people and equipment need to be used. Yu Youcheng basically knows everything about it, and even some ideas that have not been implemented in Intel can be taken to the new factory for verification. It is also the joining of this kind of high-end talents that makes the company know how to do it.
Later, after Meng Xin came over, the research and development of semiconductor design and process was more promoted by Lin Meng Technology. Meng Xin's advantage over Yu Youcheng is that he knows the technological development of the semiconductor industry in the future, so he has deployed a bunch of forward-looking research and development.
In the next few years, there is hope that China will get rid of its dependence on AMD foundry for high-end chips. But at the moment, the chips of the XRM camp can rub the X86 on the ground in terms of performance, and AMD still plays a key role.
Without the help of AMD's semiconductor factory, which can compete with Intel's chips, no matter how well the chip is designed, it is impossible to compete with Intel's chips.
After all, Intel's chip manufacturing process has always been a world leader.
To determine the performance of the chip, in addition to the design, the more important thing is actually the process level.
……
On April 25, 89, New Venture announced that it would increase its stake in AMD and buy 25% of AMD's stake for $2 billion to strengthen its partnership with AMD.
After this announcement, AMD's stock price rose in the wind, and its market value soared to more than $10 billion, surpassing the market value of its old rival Intel Corporation.
So much so that Jerry Sanders has declared on different occasions many times: "AMD is the real world's No. 1 chip company, and Intel's technology has long been outdated!"
Today's AMD is no longer the company that worried about financial statements every day in the mid-80s.
After cooperating with the new entrepreneurship department, the high-end XRM chips used in Pangu computers are completely OEM by AMD. In other words, the CPU chip of the latest generation of Pangu computers can only be made by AMD.
For the time being, there is not much room for high-end chips for Pangu computers, and only a few leading semiconductor companies like AMD and Intel can produce first-class chips for foundries.
Intel is the leader in the x86 industry for the time being, and will only manufacture its own chips.
AMD does not have its own architecture of chips, so it will choose to do both X86 and XRM!
Among the several chip suppliers of XRM chips, AMD is at least 3~5 years ahead of other suppliers. Therefore, AMD has eaten the most profitable high-end chip in the XRM chip.
China's domestic semiconductor industry, with the continuous support of the new entrepreneurship department, is not yet the latest generation of chip foundry. It can only be the foundry of the previous generation, or the older generations of chip products.
The increase in the stake of new start-ups is a good thing in AMD's view. After all, AMD's order share now surpasses Intel and becomes the largest CPU chip manufacturer, mainly because AMD's high-end chip market can eat the cake of the XRM camp. In addition, the X86 chip is a low-end cost-effective cake. The market for chips with both architectures can be eaten, and it is impossible for AMD not to make a profit.
Of course, AMD isn't just content with foundry, but no ambitions. In fact, after accumulating a lot of profits, AMD has been doing research on reduced instruction sets, and it can be said that in a sense, if the time is ripe, AMD will even launch its own architecture of chips.
This time, Lin Qi increased his stake, which stimulated AMD's market value.
Jerry Sanders' ambition has also been stimulated, and he is determined to rely on the advantages of stepping on two boats to gradually integrate the market and technical advantages of X86 and XRM architectures, and AMD is also preparing to develop some architecture chips by itself, and develop the so-called hybrid architecture, that is, it is compatible with XRM, X86, and some of AMD's own instruction set freaks.
It's just that the concept of this hybrid architecture chip is temporarily confidential, and it is neither known by Intel nor by Lin Qi.