Chapter 2: Miss's mind is on her life
"You should know that AMD is about to complete the acquisition of ATI, right?" Now that a consensus has been reached between the two men, Chen Bo is more direct, and it doesn't make sense to go around too many bends, although they are all in Silicon Valley, but one is the Internet and the other is hardware design, which belongs to the well water and does not violate the river water type.
"Hmm." Huang nodded, then said, "I'm here in New York to negotiate a financing deal with Morgan Stanley." ”
"In order to resist the severance of platform licensing for Nvidia chipsets after the merger of AMD and ATI?"
"It's obvious, in fact, last year AMD first approached us, but some conditions were not negotiated. The failure of several ATI graphics cards this year is what gives them a loophole to exploit. ”
Nvidia and ATI, the only two graphics card design companies in the world, were also founded by Chinese. But the former is in Silicon Valley and the latter is in Toronto, Canada. The years of establishment are also about the same, and they have loved and killed each other for many years from the beginning.
If Intel and AMD are added to the grievances between the two of them, they constitute the perfect script element for the four-cornered sadomasochism.
Intel's long-term partner is ATI, which not only owns 70% of the global PC chip market, but also up to 80% of the laptop mobile graphics market.
At the end of the 90s, Nvidia first relied on Japan's Sega to make graphics cards for game consoles. THEN THIS CENTURY CLUNG TO THE THIGHS OF MICROSOFT XBOX, SONY PS, AND AMD'S CALVES, AND ONLY THEN DID IT SLOWLY GET THROUGH.
AMD, as a friendly neighbor of Orange and Yahoo, is not strong enough in this calf, although it is suppressed by Intel to only 30% of the market, but it is the highest moment in history. The current market capitalization is only $2.1 billion, which is outrageously low.
Originally, it was good to join forces against Intel, which was a dick silk match, but now they have parted ways and become strangers to the best ex in a blink of an eye.
If any graphics card wants to match the motherboard, it needs to be developed under the authorization of the CPU manufacturer, but AMD has ATI, who cares about you, the former predecessor, and directly forced NVIDIA into the camp of the rich and handsome Intel.
"Forget about financing, investment banks are all masters who eat people and don't spit out bones." Chen Bo said at this time, "I have a good plan for your reference." Not only do you not have to worry about money, but you can also add more strength. ”
"Nvidia doesn't have any financial problems, I refuse to be acquired!" Huang is very alert, the name of the person, the shadow of the tree. Even if he has no intersection with the Internet, he knows that this little fellow is ruthless, sells decisively, and buys it neatly. He has never done a loss-making business, and he doesn't know what will happen to the company in his hands, and if he loses control again, it will be even worse.
"Lao Huang, calm down!" Chen Bo said slowly, "I haven't said any conditions yet." ”
"Okay, then you can say it, I'll listen."
"There's AMD, isn't it? But I still have ARM in my hand. What is the share of MIPS, the world's No. 1 semiconductor design company? Less than 20%, right? It's not as good as AMD's situation, and I think Nvidia seems to have authorization from our instruction set. ”
"Well, that's right." Huang stared at him through the resin lenses and asked, "What exactly do you want?" ”
"I want to inject capital into NVIDIA as ARM."
"Why?"
"Because I only have ARM." Chen Bo spread his hands and said helplessly, "Internet companies have congenital defects in the hardware field, especially in the semiconductor industry, and strict technical barriers make it impossible for me to buy them." Not to mention Intel, AMD, and Samsung, which companies have their own wafer factories, Qualcomm, Broadcom, Texas Instruments, Infineon, and Toshiba can I get? This goes beyond money. ”
"If it's an Internet company, why do you want to enter the world of semiconductors?" Huang wondered.
"Because of this." Chen Bo sacrificed Pandora's engineering prototype again, although it is indeed ugly, it is enough to demonstrate the basic functions. "Mobile Internet, Internet of Everything, I don't want to be stuck in the neck in the future. NVIDIA has cooperated with Xbox and SP, and has a lot of experience in the design of mobile platforms. Moreover, it also has the ability to design chipsets independently, but ARM only has the design scheme of the chip framework instruction set, and has not been involved in SOC system-on-chip design for many years. ”
"You want to use NVIDIA's technological advantages to design mobile chips."
"Not only that, the application field of mobile Internet is becoming more and more extensive, which is of positive significance for the development of artificial intelligence. I started the research and development in this direction a few years ago, but the hardware matching has not always met expectations, which also affects the efficiency of 'cloud services', and in the final analysis, there is still a lack of a stable and efficient general-purpose parallel computing architecture. You're an expert in hardware design, and you know a lot more about this than I do. ”
"But I didn't want to give up on the design of the desktop graphics card."
"That's the main business, of course you can't give it up."
"I want to stay at the helm of the new company, I don't want to be dictated, and I have to give it full authority."
"No one is better suited than you!" Chen Bo saw that he had basically been convinced, so he put his mind at ease and offered the final condition: "ARM + 1 billion cash, to be owned by NVIDIA." The orange company holds 35% of the shares after the reorganization, and the shareholder voting rights can be granted to you, but I need two board seats to facilitate the docking of the system. ”
"Personally, I think it's quite reasonable, but it still has to wait after the board of directors to decide whether to formally accept the offer and start negotiations."
"Of course, this engineering machine is given to you, I hope to give you more inspiration." Chen Bo handed the black brick into his hands, and finally said, "ARM, don't raise the patent licensing fee, otherwise the semiconductor manufacturers all over the world will have to carry knives to kill me." ”
Nvidia's current market capitalization is almost the same as ATI's, both around $4 billion, and neither of these two graphics card companies is the kind of self-produced and self-sold model.
The most upstream is ARM, they get the authorization of the instruction set and the motherboard, and then add their own design to the final matching graphics chip, that is, the GPU. Find a foundry to place an order to produce it and then sell it to other brands.
Like the Shadow, Rainbow, and Asus on the market, they all get NVIDIA or ATI GPUs, and then design and assemble them into their own graphics cards. Although the same type of chip will have different effects, and there will be a technical gap between downstream companies. Finally, it is sold in a package, and this is a complete set of industrial processes.
There were more than these two companies that made graphics cards before, but Broadcom and VIA, which were not specialized, did not hold up, and the GPU was not a CPU, and it did not have such a big market, so it evolved into the final Ssangyonghui.
The technologies restricted by European and American countries are wafer factories and chip manufacturing, and these technologies are strictly prohibited from being sold.
Even if AMD collapses and the United States splits Intel, it will not sell to investors in other countries, money is not a problem, the problem is that I don't sell.
If Chen Bo wants to develop the mobile Internet, he needs to design it by himself? I don't know what year I'm going to go. By acquisition? Let's not talk about the big factories in front.
For example, TSMC, known as the last glory of Taiwan, is the world's largest wafer foundry. It is also the spiritual pillar of 'Wanwan and Lulu', where can you buy it? There is simply no such opportunity.
Nvidia is the best solution to save the country, with technical reserves and experience in mobile platform development. Coupled with the support of the ARM native framework, it is definitely not a dream to have your own mobile chip.
Apple and Samsung have their own chip designs, which can be the first to ensure the supply of their own mobile phones and computers at any time.
When everyone else doesn't have anything, they can only choose general-purpose chips.
It's not that the chip is developed for the system, it's that you have to work hard to make the system adapt to the chip. If it's a peak supply period, they'll also have you wait in the back of the line. If there is a patent conflict, your flagship machine can only choose a third-rate chip like MediaTek, and a strong competitor can only take an eye medicine, and you will only have to cry with a headache.
Chen Bo and Lao Huang talked for another idle time before saying goodbye and leaving.
Interestingly, Huang's mindset is largely the same as that of an American, and it is more appropriate to call him the ABC. In addition to the habit of wearing leather clothes, and it is very low-key, the secretary assistant does not, refuses to be the spokesperson of NVIDIA, and wants users to remember the company's logo.
"Vincent, you're finally here." In front of a seaside villa on Long Island, New York, Nicholas stood outside the door and immediately greeted Chen Bo. Although he had long been scheduled to visit old David, he just didn't show up. made him, the sixth-generation junior who was eager to perform in front of the patriarch, feel quite uneasy.
"Calm, what's the hurry." Chen Bo also knew his careful thinking, patted him on the shoulder and said in his ear, "If you want to hurry, you can't reach it, you are still young." ”
"You don't have a backache when you stand and talk, I don't want to miss such a good opportunity."
"What chance? If you make money, you and I can make a lot of money together. If you want to be recognized in the family, you don't have to be so nervous and be looked down upon. And you yourself are very capable, even if you take out the surname? I don't believe that none of you have chosen to leave. ”
"Yes, it's my aunt's generation, but the male members have to take on the responsibilities of the family."
"I'll go, you're really stupid." Chen Bo glanced at him and sighed, "Miss's mind, the maid's life......"
"Stop talking nonsense, let's go."
Old David's mansion is not a luxury, it is a grade worse than his Malibu house, and from the outside, it is an ordinary seaside villa, which is very common in the United States.
This old man was born in a big house in the center of New York with a golden key, and he is the last third-generation member, so he directly became the patriarch of the family.
Several of his older brothers also have extraordinary abilities, Nelson was once magically re-elected as governor of New York for four consecutive terms, and Lawrence is the originator of the venture capital industry, making even greater contributions to Silicon Valley, investing in and supporting companies such as Intel and Apple.
David was at the helm of Manhattan Chase for many years, and now it has merged to become JPMorgan Chase, the second-largest commercial bank in the United States.
(End of chapter)