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The four of them sat in the presidential suite of the hotel and talked about the mobile phone industry. It happened that the new issue of "Daily Financial Topics" was playing on the big screen rear projection in the living room, and after Wang Rongchang saw the new host Ziqi who was hosting inside, he couldn't help but be a little surprised and said, "Isn't she working for your New Silk Road Entertainment Company?" Why did you go back to CCTV again? ”

"In the entertainment industry, there is no future, it's just a part-time job." Fan Wuxian explained, "It's actually not bad to run a financial column, at least it's a good channel to collect all kinds of financial information, and the work is easier." ”

Ziqi's original intention, in fact, is also to enrich herself and learn more things, otherwise a boring entertainment host is really not challenging, if you mix with popularity when you are young, it is excellent, now you need to improve your taste and image, you need to do some technical work, the position of financial column host is indeed very suitable for her.

Coincidentally, Ziqi is discussing with two figures in the financial circles the price of computer memory chips, which everyone is currently more concerned about.

Looking at the global memory DRAM market price last year, it fell from 64MB per piece at the beginning of the year to about $9 per piece in September, less than 80 yuan, and then stopped falling and stabilized at a little more than $10 by the end of the year. Less than RMB90.

There are two main reasons for the memory to stop falling and stabilize after September last year, one is that South Korean manufacturers, a major memory producer, have gradually limited production since June last year. Samsung, the world's largest memory manufacturer, stopped production for 10 days in the summer.

In the situation where global manufacturers are producing products in surplus, South Korean manufacturers believe that although their production costs are low, continuing to produce at full capacity will only lead to a further decline in memory prices, which will fundamentally threaten their own interests, and they can only turn the tide by limiting production.

The second reason for the decline is that Microsoft's indos98 began to become the mainstream system of installation, and the advent of in98 drove the sales of personal computers in the United States and Japanese markets. According to the estimation of the well-known American company IDC, the global sales of personal computers in the fourth quarter of last year increased by about 12 percent over the same period last year.

Despite this, most people agree that the price of the global memory market will not change much this year. According to the analysis of Japan's NEC company, only the supply of 64MB memory with a local 100MHz main frequency may be in short supply this year, and the rest will not change much. Many analysts also believe that the market demand for memory will stabilize in the second half of this year, and some securities analysts even believe that from the second half of this year, the price of memory may fall again.

Wang Shihan is in charge of the production of computer memory chips of the three partners, and after watching the interview on the TV program, he also said with some depression that although the company's production situation is very good recently, it is affected by the continuous decline in the price of the international memory market, and although the number of sales has gone up, the income has not increased.

"STS's recently released statistical chart of the world semiconductor market shows that this year is not expected to exceed the previous level of $27 billion. Its statistics and analysis also show that the overall trend of its price is to decline rather than increase due to the growing production of memory. Wang Shihan said to everyone, "Although we won't lose our books." However, the investment is not proportional to the return, and I plan to follow the example of Korean manufacturers and reduce the number of production. ”

Maximus took the lead in expressing his attitude, "The necessary production reduction is an important means to maintain our profits, since Samsung has reduced production, compared to TSMC will also reduce production, then we reduce production again, domestic memory chip prices will obviously gradually recover, it is good for everyone, I agree with this decision." ”

For this decision, Fan Wuxian did not say anything, but he always felt that something was wrong in his heart, and he didn't know what the problem was, all in all, he seemed to feel that the memory market was basically bottoming out, but what was the timing for the rebound of memory chip prices?

In fact, it is inevitable that everyone is racing to reduce production at this time, and some analysts pointed out earlier that South Korea's Samsung Corporation, which has invested a lot of money in semiconductor production and scientific research and dominates the world market, will increase its production of 64MB memory this year to recoup its initial investment. And MicroTechnology, a U.S. company that has emerged in recent years, will also be producing at full capacity, and the company has long claimed that it has the technology to produce memory at a lower cost and the means of global OEMs.

Another force to be reckoned with is the semiconductor manufacturers in Taiwan, China, in the context of the global semiconductor industry recession. Taiwanese manufacturers continue to purchase advanced semiconductor production setups in large quantities, and new production lines are constantly being introduced. Many people in the industry have also pointed out that Taiwan's semiconductor production is likely to become one of the world's four largest production bases alongside the United States, Japan, and South Korea after entering the 21 st century.

Out of competition and their own business interests, if you reduce production, I will increase production, and if you sing, I will appear, and manufacturers do not want to see their equipment idle in vain for the high investment in the semiconductor industry. At present, Japanese manufacturers have begun to join forces to share investment risks and continue to promote their semiconductor production, including the production of memory chips.

"Okay, overall, the annual memory price won't move much. On the world market, 64MB of memory will still be sold for around ten dollars. And it is expected that in the second half of this year, the price of memory on the world market is likely to fall again. The above is the opinion of today's experts in the daily financial interview column, thank you for watching, thank you experts, we will meet at the same time tomorrow. Ziqi on the screen is dressed as a professional woman, which looks much more mature and has a unique charm, especially the precise and capable language and clear thinking, which makes people feel refreshing.

The music at the end of the column sounded, and then a string of unreadable subtitles appeared in front of him, Ziqi on the screen was talking to the interview experts while packing up the materials, Fan Wuxi couldn't help but feel a little embarrassed when he saw the end of this habitual program.

When is it, CCTV is still doing this old routine, even if it is beneficial to insert a few advertisements, there is really no need. Or is this just to strictly control the time of the column?

In any case, these people present gave a relatively high evaluation of Ziqi, who is newly listed in the "Daily Financial Interview" column, and Wang's uncle and nephew all said that the level of the mainland's financial column hosts is also relatively high, and the program is also relatively natural, with strong ornamentation and practicality, and the speed of speech is relatively fast, and the efficiency is relatively high, which is much stronger than the financial columns on the island that often engage in some lace news.

"Those female hosts in Taiwan speak softly and weakly, typical big-chested and brainless, and it is too laborious to deceive ordinary people, not to mention what reference role can be used for us." Wang Rongchang criticized unceremoniously.

"I can't say that, there are still a few beautiful female hosts in China Television and Taiwan Television-" Wang Shihan said with a haha.

Maximos shrugged his shoulders and said, "I rarely pay attention to this kind of column, I only believe in the investigation data of the intelligence department and the analysis results of experts, of course, what I believe most is the decision of President Fan." ”

After listening to Maximus's words, Wang Rongchang's uncle and nephew nodded with a smile, saying that Mr. Fan's decision would never go wrong, and he had benefited a lot.

Fan Wuxian waved his hand, but he was thinking about something else in his mind.

Regarding Wang Shihan's proposal to reduce the output of memory chips, Fan Wuxian did not agree very much, he suddenly remembered it while thinking about it just now. In the second half of the year, it was because something happened in Taiwan that the price of chips rose sharply, which made the price of the mainland memory market multiply several times, and a memory module that was only sold at the lowest price of 70 yuan rose to a high price of 1,400 yuan in the Zhongguancun market.

Of the 26 current semiconductor manufacturers in Taiwan, 13 produce DRAM. Among them, Powerchip, Silicon Mao, VIS and Shida Integrated Circuits have a monthly processing capacity of about 2 to 30,000 8-inch silicon wafers, which is relatively small. Thirty percent of Powerchip's DRAM is produced for Japan's Mitsubishi Corporation, and the products are branded with Mitsubishi's trademark after being packaged and tested by Mitsubishi, and are sold by Mitsubishi and do not flow to the spot market.

Similarly, 50 percent of the production at Winbond's fourth plant, which specializes in DRAM, is produced for Toshiba Corporation of Japan. It is included in Toshiba's production under the Toshiba trademark. Maude Technology, which is second only to Winbond in terms of output, is controlled by MoSi more than half of the shares, 60% of its products are owned by Mosi, and the rest is owned by Infineon, a new spin-off of Siemens AG that specializes in the production of semiconductor devices, and there is basically no Mode brand DRAM on the market.

Among Taiwanese manufacturers, companies such as Winbond, Silicon Mao, Nanya Technology, VIS and Etron have exported DRAM to the United States. Among them, the world's advanced technology is relatively backward and the production cost is high, so the price of DRAM exported to the United States is also the highest, but its quantity is small. Chuangyu's price is cheap, but its quantity exported to the United States is not large.

Taiwan's DRAM manufacturers are keeping pace with the world's trends, and small manufacturers with poor efficiency have been eliminated in the fierce competition, leaving only manufacturers with large output and low costs.

The Wall Street Journal said that Taiwan's chip production currently accounts for 10 percent of the world's total. Taiwan's Industrial Technology Research Institute (ITRI) announced that Taiwan's semiconductor production last year was NT$283.4 billion, or about US$8.4 billion.

At present, in the production of DRAM, the joint production group of South Korea's Samsung, the American Microtechnology Corporation, South Korea's Hyundai and South Korea's Jinxing, and the newly merged Japan's NEC and Hitachi's new company that jointly produces DRAM, they together account for more than 80% of the global market share. Toshiba and Mitsubishi, which rely on Taiwanese production, account for only 6 or 7 percent of the world's DRAM market, while Taiwanese manufacturers account for about 5 percent of the world's DRAM market.

Taiwan's semiconductor manufacturers mainly rely on OEM for large companies in the United States, Japan and Europe. They are only involved in part of the chip production process. Some Taiwanese semiconductor manufacturers only have back-end process capabilities, that is, they can only undertake packaging, testing and aging processes. After the semi-finished products produced by the American and Japanese factories arrive at these factories, they will do the post-processing that requires more manpower. The finished product is printed with the trademarks of the American, Japanese and European factories to enter the world market, and the Taiwanese manufacturers only charge processing fees. Some Japanese manufacturers will hand over the designed layout to Taiwanese manufacturers for production, and the final inspection and aging processes are completely done by themselves, so as to ensure the quality of the products. For commissioned processing of chips, Taiwanese manufacturers do not have any marketing power at all.

As a result, Taiwanese semiconductor manufacturers occupy a certain position in the world's DRAM production, but do not have absolute control. But it is precisely because of this reason that once there is a problem in Taiwan's production process, it will be the production of memory chips in the whole world that will be directly affected.

Fan Wuxi patted his head, although he couldn't figure out what caused the price increase in memory chips, but he obviously had a deep impression of this incident in his memory, or was it the trivial things of rebirth for more than 20 years that made some of his memories missing?

But he remembers one thing very clearly, before he was reborn, one of his high school classmates from a poor family worked in the capital, because he pressed two boxes of goods when the price of memory chips was low. As a result, the price of memory chips skyrocketed, and the young man turned over all of a sudden, not only bought a house in the capital, but also took a beautiful daughter-in-law, which was rumored to be a beautiful talk among his classmates, and he naturally couldn't forget it.

No matter what the reason is for the skyrocketing price of memory chips, it doesn't matter, the important thing is whether you can take Wang Shihan's suggestion and really reduce the production of memory chips in the Hangzhou factory.

Thinking of this, Fan Wuxian made a decision and said to Wang Shihan and others, "As a major shareholder, I make the following decisions. ”

Wang Shihan and the others were all in good spirits, and they had no major decisions about their hearts, otherwise they would not have spoken to everyone so solemnly, so they all sat down and listened.

"Reduce shipments, publicize the memory chip factory of Fan's Investment Group, and reduce production with major enterprises." Fan Wuxian looked at the three people present and said solemnly, "At the same time, increase the purchase of raw materials, start the production of memory chips at full capacity, and make full reserves." ”

"Full reserves?" The three of them were stunned when they heard Fan Wuxi's decision.

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