182 Come, eat

In fact, for the World Semiconductor Alliance, the development of things is somewhat beyond everyone's expectations.

The reason why they agreed to form this alliance, and even willing to listen to the non-mandatory recommendation of the alliance, is not only due to the decision of the national parliament, but also because these companies are confident.

If nothing else, take the three major EDA manufacturers as an example, their market share in Huaxia is almost fixed, and they can make so much money every year. This market does not mean that they will really give up, and years of technology accumulation allow them to have absolute pricing power, and they have the ability to give what their customers want.

There are many reasons, such as user habits, operating this kind of professional software requires learning costs, and changing software requires engineers to re-learn.

For example, their software is the most advanced, and the vast majority of manufacturers have cooperation, various parameters are accurately matched, and at a certain level of technology, they have achieved the ultimate. FOR EXAMPLE, THE CHIP DESIGN OF THE PROCESS BELOW 3NM CAN ONLY BE SUPPORTED BY THE EDA SOFTWARE OF THESE THREE COMPANIES.

The most important thing is that for many large customers, the database accumulated in the early stage is very large. These databases are even more valuable, and many libraries can be directly called when designing a new generation of chips, and once the software is changed, it involves a huge data migration work.

No big company would want to deal with this kind of thing, and that's why they have nothing to fear.

No matter how big the trouble is now, in the end, those semiconductor companies in Huaxia will eventually give in. Especially when everyone is united to form an alliance.

Most of the other companies had the same idea, and at one point even thought they had won.

After all, some of their policies have just been promulgated, which has caused turmoil in the entire semiconductor market in China. even let Ning Xiao be criticized verbally and penually.

But who would have thought that in the end such a result.

Synopsy, in particular, has suffered a lot of losses, considering that they have never had any discounts before. Prices can even increase year by year, customers are fixed, everyone is used to their software, and those huge databases are restricting these companies from changing their products and taking what they want.

As long as they keep their asking price below the cost of replacing the software, they can definitely win.

So give up for the time being, just to go back on your toes in the future.

But who would have thought that the emergence of SB and three-dimensional heterogeneous chips caught everyone off guard.

It is conceivable that when Huaxia's independent three-dimensional heterogeneous chips are developed, what awaits Synopy will be to bid farewell to the Huaxia market forever. Because the other party will definitely not share the three-dimensional wiring process with them with the parameters of its products, that is to say, the chips produced in Huaxia will have nothing to do with Synopy in the future.

For other manufacturers, they are also facing the same dilemma, especially after Ning Xiao gave each boss a piece of the latest process of RF chips, this kind of design that can almost perfectly bypass all the current semiconductor patent moats, the bigwigs who go to China to negotiate are probably only full of helplessness.

No one mentions forcing the Chinese people to comply, and the existence of the World Semiconductor Alliance is quite embarrassing.

Before, they didn't want to play with Huaxia's company at all, and they went to Huaxia not long ago, and also sent an invitation to Huaxia's local semiconductor companies to join the alliance, but none of them took over.

Some companies that have business dealings with them have also directly communicated with them, and the chip R&D center of the University has also been released, and will not cooperate with companies that have joined the World Semiconductor Alliance in the future, so even if they join the alliance, it is impossible to share the technical details of new three-dimensional structure chips with them.

Originally, the president of Synopy and the president of Intel jointly visited Youwei, hoping to enter the alliance camp. According to the information they obtained, Youwei has cooperated with Ning Xiao in many fields, and the relationship between the two sides is still good, if the conditions given can satisfy Youwei, maybe they can make the other party change their minds.

Pat Kilsinger also did represent Intel to give extremely superior conditions, if they are willing to pull in the middle, they can help Huaxia quickly promote the development of this new chip technology, and even willing to sign a contract with the local government to build a new one of not less than 10 billion US dollars

Technology chip production base.

This did arouse the interest of many people, although Youwei refused, but there were still local officials who negotiated with them for a long time, and even some people flew to the capital, but in the end the negotiations were not successful. In the end, they got a very helpless answer, and their proposal was resolutely rejected by Ning Xiao, and no plan for turning around was given.

He even brought a sentence: "Since I was able to make policies against him in the first place, I should have thought that there would be a day when he still liked the rebellious appearance of you people at the beginning, and did not destroy his impression of you."

When the official repeated the original words to the two presidents, it is said that Pat Kirsinger smashed the phone directly after talking to Huang Wenhuang that day.

Yes, the Union has already existed in name only.

Not only that, Nvidia, which was the most active and radical in formulating various policies at the beginning, was still complained by many companies internally at this time.

After all, in order to delay Huaxia's continued research and development of new chip configurations, everyone has lost a lot.

If Nvidia hadn't been the first to call for this matter, maybe everyone's loss would not have been so great. There are even opportunities to work together.

The current loss is absolutely irretrievable, so Lao Huang, the first spokesperson of the alliance, and the NVIDIA he represents have naturally become the target of public criticism.

It's as if all the losses that everyone is suffering now are the fault of Lao Huang and NVIDIA.

If you had replaced the once high-spirited Nvidia, you probably wouldn't care about these complaints at all. After all, they are the world's leading manufacturers in the graphics technology and digital media processor industry, and nearly one-fifth of the companies in the alliance alone have to look at his face.

But now Nvidia is facing an even harsher market environment.

The previously predicted situation has happened, and the huge number of low-cost mining cards has begun to squeeze the shipment and market of new graphics cards in a large area. Nvidia has held conferences more than once to persuade major graphics card manufacturers to mothball materials, reduce production, and tide over the difficulties together.

But for manufacturers, this is also a miserable time. Most of the previously ordered semiconductor materials have arrived, and most of these devices have a short shelf life and require harsh storage conditions, and the storage cost is extremely high.

This time the alliance was established, Lao Huang won the position of the speaker, putting pressure on Huaxia Limit, and there was no artificial strategy to create a future graphics computing chip that is about to be scarce, helping these graphics card manufacturers to sell more graphics cards in Huaxia and reduce pressure, but who knows that it has been exchanged for such a result.

According to the results of market analysis that has been spent a lot of money, the impact of second-hand mining trucks will last at least until the middle or even the end of 2021. Unless they and AMD work together to launch and guarantee the supply of graphics cards that are not only more competitive in performance but also at a more affordable price, the demand for low-end graphics cards with the highest share of the PC market will be mostly filled by mining cards.

But judging from the current situation, Lao Huang feels that this analysis may be too optimistic.

Extreme pressure, let Huaxia's plan to take over this batch of low-end new graphics cards at normal prices on a large scale has been completely bankrupt, and former allies have begun to express their dissatisfaction from various channels......

Even these graphics card manufacturers who have to rely on him for food.

After all, big companies such as Google, Intel, IBM, Qualcomm, etc. have begun to compromise, which has made the market environment they are facing even more hostile.

Other semiconductor companies have made a bad start, including hardware storage, flash memory, radio frequency and other chips have begun to reduce prices, and even chip design software has begun to discount, and graphics cards in the market dilemma seem to be even less competitive if they do not reduce prices, but there is not much room for them to reduce prices, and if they drop again, they will fall below the cost line.

At this time, Lao Huang really had the intention of jumping off the building, and when internal and external troubles hit him together, not only those graphics card manufacturers who rely on them to eat will not be able to hold on, but Nvidia also feels that it will not be able to hold on. The mine disaster came too quickly, and they were killed before they could make a wave.

Is there still a heavenly reason in this world?

……

Yes, Huang Wenhuang looked at Q, who had just been retouched

3 financial reports, I feel that this world is really unreasonable.

The total revenue was only 3.721 billion, down 37.8% year-on-year, and the net profit attributable to the parent company was 235 million, down 97.3% year-on-year.

Huang Wenhuang knows very well that when this financial report is officially announced, it also indicates that Nvidia's stock price will fall further. Not to mention that this financial report is still technically modified, the real situation Huang Wenhuang is very clear that the net profit of the parent company in the third fiscal quarter is actually negative, and many of the revenue are receivables, and some revenue is also used to subsidize some large manufacturing factories.

Otherwise, those manufacturers will fall, and Nvidia will rearrange the global production line, which is another painstaking and laborious thing.

The huge mining card market landed directly and hard, disrupting all his plans and arrangements, especially for the consumer graphics card market, which was almost devastating, and it fell to the point that it could no longer be seen. The global market is already saturated.

But it's not just the predicament that's just scarier.

As we all know, the most important investment logic in the capital market is to look at expectations. For the future prospect of a company, this requires a multi-dimensional investigation.

As long as Nvidia is still the world's leading provider of graphics technology chips and can maintain a near-monopoly position in the global market, even if the stock price falls temporarily, it is not a big deal.

However, Huaxia's new chip structure has become a shadow over all manufacturers of the World Semiconductor Alliance.

This can't be hidden, the major companies in the alliance to Huaxia those unprecedented preferential follow-up effect has begun to affect the global market, Wall Street those well-informed bigwigs are estimated to have received various reports of Huaxia's new structure chips, a bunch of analysts are estimated to be evaluating the impact of the rise of Huaxia's semiconductor industry chain on the global semiconductor market.

At this time, this financial report is issued, which is definitely worse.

Huang Wenhuang didn't even doubt that those former friends who were full of resentment against him would fall into the ground.

It's been like a dream for half a year......

Everything started with the World Congress of Mathematicians, and Ning Xiao's one-hour report was only spoken for 40 minutes, which made the whole world tremble.

And then it is developing thrivingly, the virtual currency that is sought after by 10,000 people was directly beaten to death with a stick, obviously the other party did it first, the formation of the World Semiconductor Alliance, at that time, was more defensive in nature, who knew that Ning Xiao's backhand threw out a king bomb, a new generation of chip technology, so that everyone was panicked.

Even if Huaxia seals the technology now, they will make a lot of money. In order to get a share of the new technology in the future, or to ensure market share at present, semiconductor companies around the world will probably be willing to provide cheap products and services for Huaxiaxian.

Turn your hands into clouds, and turn your hands into rain.

He can be regarded as having seen Ning Xiao's methods.

Of course, Huang Wenhuang would not believe that these achievements were made by Ning Xiao alone.

Obviously, there is a large scientific research team behind Ning Xiao from beginning to end, and Ning Xiao even admitted his relationship with the March Forum.

Thinking of this, Huang Wenhuang was depressed again.

The congressional shit, which is always dictating their development and has a self-proclaimed most powerful intelligence agency in the world, has not been able to find the founder behind the March Forum, if they can poach this team to their side......

Forget it, Huang Wenhuang does have a lot of ideas at this time, but he can't solve the problems he is facing at all.

After five minutes of staring blankly at the financial report, he switched to the computer interface, opened the document, and began to conceive.

He wants to write a letter to Nvidia's global executives, telling everyone that Nvidia has reached the most dangerous time, and judging by the current situation, it can only enter the real defense phase. In particular, preventive layoffs are inevitable.

According to the financial report and internal recommendations, Nvidia must lay off at least 30% of its workforce to save cash flow as much as possible and use it in more important places in order to have a hard time on the new track in the future.

However, Huang Wenhuang felt that he should be more radical, and he decided to lay off 50% of his workforce.

It also means that when the wonderful Christmas holidays are over, English

Half of Weida's employees will not be able to return to their original jobs.

Of course, he can't be blamed for this, all the accounts can only be counted on Ning Xiao's head.

Now everyone can only bet on new tracks, which also means huge investments in research and development.

Just when Huang Wenhuang made up his mind to start over and make Nvidia great again, his mailbox suddenly had a prompt.

Almost habitually, I clicked on the mailbox, and I found that it was an email from the Huaxia Yanbei Sports University Chip R&D Center.

After a quick glance at the content of the email, the simple translation is probably "Dear friends, with a technology sharing and open mind, our center sincerely invites powerful semiconductor companies to join in the process promotion and development of new structure 3D chips and the formulation of process standards.

If your company also has the intention of cooperation, please go to the official website of the center to download the application form within three days, fill in and submit it as required, and wait for the response. Before filling out the application, please carefully read the requirements and suggestions of our company on promoting technical cooperation. If you have no intention of cooperating, you can ignore this email. Finally, I wish you every success in your career."

Really, when he saw this email, Huang Wenhuang was not good.

He couldn't figure out what Ning Xiao was trying to make a fuss about.

Not long ago, they had just been to Huaxia, and in order to cooperate, they proposed a bunch of favorable conditions, but they were ruthlessly vetoed.

Now that they're all back, it's proposed that they can work together?

What about monkeys?

At this moment, Huang Wenhuang had the heart to smash the computer.

After all, at this level of cooperation, it is definitely inappropriate for a regional general manager to talk about it, and he has to go to China again.

Uncooperative......

Are you kidding.

Not to mention that the three-dimensional structure chip configuration compared with the most advanced technology, more transistors can be arranged per unit area, not to mention that the atomic diameter of its main structure carbon element is much smaller than that of silicon atoms, which also means that it will have more long-term development advantages than the current silicon-based chip process, and can be more easily advanced to the process level below nanometers than silicon atoms.

At this time, Huang Wenhuang directly suspended the internal letter to the executives, and directly clicked on the link attached to the email, and entered the official website of Yanbei Huaxia Yanbei Sports University Chip R&D Center.

Sure enough, there is an additional three-dimensional chip cooperation application link button on the directory on the homepage of the official website.

A quick click in, and you will see an application instructions.

After reading it carefully, Huang Wenhuang took another deep breath.

How to say it, in fact, from the perspective of technical protection, there seems to be no problem, after all, they play the rest of the set, but this time the situation is different, and companies that want to join the research and development of new structural chips will be squeezed by Huaxia for at least 30 years......

The most excessive thing is that this crushing does not start with the research of the finished product and its sale on the market, but from the moment the decision is made to join.

For example, to send scientists to participate in research and development, enterprises not only have to pay a one-time deposit of 13 billion US dollars, but also all relevant research and development laboratories must be built in China, and what is even more exaggerated is that this deposit must first be unconditionally deposited for ten years, and then returned from the eleventh year, not a one-time refund, but a little refund every year, and it will be refunded in 20 years.

How much can be refunded depends on whether there is a violation of various contract agreements, and if it is violated, it will be deducted until all the deductions are completed.

The deposit is a deposit, and if you want to participate in the development of the new structure chip standard, you have to pay a deposit of three billion dollars.

Enterprises involved in R&D and standard formulation can be exempted from a part of the patent licensing fee according to their contribution to the progress of chip technology, and the patents they apply for on the basis of technology can also be used for free, but they still need to pay a large amount of new structure licensing fees to the chip R&D center every year.

The Huaxia Chip R&D Center has the right to authorize the enterprises it looks at to use all the patents on the new structure, of course, according to the contribution of each company, to allocate some patent fees to everyone, as for how to divide, you have no right to dictate.

The most unacceptable of these conditions to Huang Wenhuang is, about

The design, simulation and process data acquisition of new chips can only be completed through SB series EDA software, even if the enterprises involved in the design, they cannot use other EDA software, otherwise they will not only deduct all deposits and deposits, but also kick out the relevant semiconductor companies directly.

Lose your marbles......

The Huaxia people are really crazy this time......

Does the Antitrust Law Really Exist?

……

At the same time, Ning Xiao had officially started his retreat career, in the underground basic physics laboratory of the New Technology Super Research Center of the University of Hong Kong, looking at the large instruments purchased in March in a daze......

It's March, and the family is saving too fast!