Chapter 699 The breakthrough of high-end chips, Nanshan Semiconductor was targeted
There is a 12-hour time difference between the United States and China.
When Huaxia was holding an Honor mobile phone press conference, it was still early in the morning.
The launch of the Honor phone started at 8 p.m. and ended at 9 p.m., which didn't last very long.
There is no need to engage in too many tirades in this kind of activity, the key is to look at the product.
However, activities on one side of the Pacific can have an impact on many companies on the other side.
"Kuka, the company's stock plummeted 3.22% at the opening, and in a patch of green, the red is very dazzling!"
"Is there any major business strategy adjustment or confidential information leakage in the company, and we don't know about the finances?"
Toumus, the chief financial officer, keeps a close eye on changes in Apple's stock price on a daily basis.
As a company with a high market capitalization, a decline of 3.22% is already a big drop.
The fiery numbers made Tumus feel very glaring.
This color, if the investors of ChinaAMC's A-shares see it, it is estimated that they will be happy.
After all, in A-shares, red represents the rise, and green is the fall.
But on the US stock market, the situation is reversed.
"The company has just released the new iPhone 4S, which has fallen for two days, and now the stock price should be slowly recovering."
"After all, we have taken Nokia down, and Motorola and Sony Ericsson have been unable to operate."
"Most investors are still optimistic about our future."
"There's nothing in the company that even you, the CFO, have to hide."
Kuka is also clearly a little confused about why the stock opened sharply lower today.
This situation is still relatively rare.
If the whole market is plummeting, then forget it.
The point is that the index is rising, and most stocks are also rising, except for Apple, which has plummeted.
This situation is obviously not normal.
"I think the same way as you, but in this situation, investors obviously don't think so."
After Tumus finished speaking, he couldn't help but continue: "I'll call my fellow Wall Street classmates to see if they might know some reason. ”
At this moment, Tumus reacted a little, and he seemed to be too impulsive.
You should make a few more phone calls to find out the situation, so that it doesn't turn into just questioning Kuka.
Apple's flagship figure passed away some time ago, and Kuka is now the new official in the three fires, just in time to establish his authority within the company.
Tooms also didn't want Kuka to have any misunderstanding, and when the time came, he made a move to clean himself up.
That's embarrassing!
As soon as he pulled out his phone, Kuka's cell phone rang as well.
Wang Ziming, the general manager of the Huaxia branch, called him directly.
It made him feel a little strange.
Normally, Wang Ziming usually communicates with the vice president in charge of the Asia-Pacific region first, and rarely calls himself directly.
Now it's time after work in Huaxia, and I'm calling myself.
With a hint of confusion, Kuka answered the phone.
"KUKA, JUST NOW HUAXIA'S HONOR MOBILE PHONE HELD A NEW PRODUCT LAUNCH CONFERENCE, RELEASED THEIR HONOR 3, HONOR PAD3 AND HONOR PAD MINI, AND AT THE SAME TIME UPGRADED THE HARDWARE OF HONOR2 AND HONOR 3G."
Wang Ziming did not greet Kuka, but went directly to the topic.
Originally, he wanted to wait until tonight to sort out the relevant information, and then wait until tomorrow evening to make a special report to the headquarters.
But not long after the press conference, he noticed that Apple's stock had plummeted.
This made him, who holds a lot of company shares, immediately realize the seriousness of the problem.
So he quickly collected and sorted out the relevant information, and called Kuka directly.
"Are the new products of Honor phones very competitive?"
Kuka is not stupid, on the contrary, he is smart.
From Wang Ziming's phone call and the information during this time, he was able to make a judgment that was more in line with the facts.
"It's not amazing, but it doesn't disappoint consumers."
"THEIR HONOR 3 STILL HAS SOME COMMENDABLE PERFORMANCES, WHICH IS IN LINE WITH EVERYONE'S EXPECTATIONS."
"The launch of HONOR PAD MINI has made many people more optimistic, thinking that HONOR PAD's sales should surpass iPAD next year."
"I think the company can also consider launching the iPAD MINI next year to further lower the purchase threshold and meet the needs of some consumers."
Wang Ziming introduced the situation of the Honor mobile phone, and at the same time thought about how to relate to the relationship between the Kukati matter and the change in stock prices.
However, before Wang Ziming mentioned this topic, Kuka himself had already thought of it.
"Wang, the company's stock fell sharply at the opening today, do you think investors saw the information of the press conference of Honor mobile phone, and then felt that it would bring greater competitive pressure to our products?"
Hearing Kuka say this, Wang Ziming breathed a sigh of relief.
It's great that you don't need to take the initiative to open your mouth for such a difficult thing.
Otherwise, he was worried that what he said would not be liked.
"Although this information needs to be further confirmed, I think the biggest possibility is that this is the case."
Although Wang Ziming believes that 100% of the stock price fell because of the Honor mobile phone press conference.
But you can't talk too hard about being a human being.
He still understands this truth.
"I will sort out the situation of Honor mobile phones as soon as possible, and then fly back to the headquarters with their latest products to make a special report and discussion."
"Now that Nokia has fallen, I thought Samsung was the most worthy of our attention."
"Now it seems that Huaxia's Glory mobile phone is also an existence that cannot be ignored."
As an American, many people wore colored glasses when they watched China in 2011.
The previous CEO was like that, and so was Kuka.
In their opinion, even if Honor mobile phones have produced several more successful products before, they are ultimately unsustainable.
Only Samsung phones deserve Apple's attention.
However, a press conference of the Honor mobile phone caused Apple's stock to fall sharply, which makes it impossible for Kuka not to pay attention to the Honor mobile phone.
Maybe after a while, Apple's stock will fluctuate again because of the Honor mobile phone.
If you make the Wall Street gang think that the people at Apple have no vision and don't even know about their competitors.
That's not beautiful!
……
While Kuka, Wang Ziming and others were working hard for Apple's stock price to fall, Zhang Fugui was happily staring at the K-line chart on the screen.
"Lin Ling, I think it's about the same, just close the Internet café."
As the person in charge of Nanshan Investment, Zhang Fugui's vision is becoming more and more powerful.
Of course, this is all due to the fact that he has more and more information.
Honor mobile phone is going to release a new product, and Apple, as the most similar opponent of Honor mobile phone, will definitely have a certain impact on the stock price.
If the products of Honor mobile phones are very stretched, then Apple's stock price is likely to rise.
On the contrary, it is down.
For this reason, Zhang Fugui made a special call to Cao Yang to confirm the situation of Honor's new mobile phone.
He even specifically asked whether the new product would bring greater pressure to Apple's mobile phone and whether it would have a certain impact on Apple's stock price.
After receiving an affirmative answer, he naturally did not miss this opportunity.
Two days ago, Nanshan Investment began to short Apple's stock price, and it was still the kind of leverage.
Although there is a certain amount of risk, the risk is worth it compared to the expected returns.
"Mr. Zhang, don't you continue to wait?"
"The news of the launch of new products for Honor mobile phones has not yet been completely fermented, and perhaps Apple's stock price will have to fall further tomorrow."
Lin Ling, as a financial expert under Nanshan Investment, was personally responsible for this command.
However, the final opinion must still be listened to Zhang Fugui.
"No, Apple has a lot of influence on Wall Street, and although the stock price has fallen today, they will definitely have some reaction."
"At that time, maybe all the income that has been received will be lost."
Zhang Fugui is not a very greedy person.
Nanshan Investment has not made less money over the years, but most of it is due to Cao Yang who has provided some guidance in the general direction.
The number of times you really rely on very risky methods to make a lot of money is very rare.
In Zhang Fugui's view, his current task is more to keep the funds invested in Nanshan from depreciating and to keep up with the speed of development of the times.
As for making a large amount of money, it is no longer the main task of Nanshan Investment.
After all, the profitability of Nanshan Group in the past two years has been completely up, and the profit of hundreds of billions of yuan at every turn is still very scary.
"Understood, I'll deal with it right away!"
Lin Ling also knows the personality of her boss well.
There is no need to insist on your own opinion at this time.
After all, she just thought she could still gamble, but she wasn't completely sure.
In this case, it is definitely not suitable to disagree with the boss.
It's not worth it!
……
"Ah Yang, you haven't slept yet, have you?"
When Lin Ling's side was all traded, and the profits had been in the pocket, Zhang Fugui directly made a transatlantic call to Cao Yang.
"I'm getting ready for bed."
"Is there any good news from Nanshan Investment?"
Zhang Fugui is ready to snipe Apple in the stock market, and Cao Yang has known about this for a long time.
Now that I am calling so actively, it is obviously good news.
Otherwise, it is estimated that it will be reported later.
People are like that.
Report good news but not bad news, especially unnecessary worries, don't report to the leader easily, there is no benefit.
"Hey, hey!"
"I made more than 100 million dollars in profits."
Zhang Fugui couldn't help but smile on his face.
earned more than $100 million in one day, which is definitely a very good achievement.
"As the world's most valuable technology company, I feel that Apple can make a good fuss about their stock price in the future."
"Short today to make money, next time it may be to buy more to make money."
"We know more about Apple and the global smartphone industry than many investors."
Zhang Fugui couldn't help but put forward his new ideas.
I have to say that the object he anchors is still very good.
Cao Yang naturally has no opinion on this.
It's just that this time they're happy, and the others are definitely different.
……
"The latest HONOR 3 prototype has just been sent to the R&D center for analysis, although the results have not come out, but the competitiveness of this product should not be underestimated, and everyone should pay attention to it."
"Apple's stock fell sharply last night because of the listing of Honor phones."
It is not the first time that Li Zairong has held a special meeting specifically because of the Honor mobile phone.
The Huaxia branch also reported on the Honor mobile phone, coupled with some reports on the Internet, he paid more attention to the Honor mobile phone.
"The news is now spreading very quickly, so that people who did not pay attention to the new product launch of Honor mobile phones have begun to study what kind of products have been released, resulting in Apple's stock price falling."
"However, objectively speaking, the new product of Honor mobile phone this time is indeed more competitive than Apple's new product."
"At least in the Chinese market, Honor mobile phones will definitely continue to beat Apple in the coming year."
"If we want to surpass the Honor phone, it will be a little difficult."
Lee Jae-rim also flew back to Goryeo today and attended the meeting together.
As the general manager of Huaxia Branch, whether his position can sit firmly depends to a certain extent on the results of the competition between Samsung and Honor mobile phones, or the results of competition with Nanshan Semiconductor.
Anyway, whether it's good or bad, it's inseparable from Nanshan Group.
"Yesterday, the marketing department compiled a relevant information about Nanshan Semiconductor, and it can basically be determined that their latest factory in Yangcheng has put into production 28nm chips."
"This also means that Nanshan equipment can really produce its own lithography machine, and it can also meet the needs of 28 nanometers."
"I have arranged for someone to feed back the relevant information to ASML and other companies, and they should have some reaction at that time."
"As Samsung, we also have to think ahead about what we should do next."
Although Li Zairong is the prince of Samsung, if the company's operation is a mess, then the position of the prince is not necessarily as solid as a rock.
Now that a Glory mobile phone and Nanshan Semiconductor have appeared that make him feel threatened, he naturally has to pay attention to it.
At this time, the person in charge of the R&D center received an email on his computer, and after he saw the title, he opened it directly, took a quick glance, and then said: "President, it has been determined that the chip of HONOR 3 is produced by Nanshan Semiconductor itself, and it is likely to be processed by 28nm process technology." ”
"Although some test parameters have not yet been officially released, the current phased confirmation results prove that those parameters announced by Honor mobile phones seem to be no problem."
"This also means that Nanshan Semiconductor has mastered the technology of high-end chips and stands on the starting line with us."
Although everyone has a certain prediction, when this result is really displayed in front of everyone, many people still feel unacceptable.
How much effort has Samsung put into developing its semiconductor business?
On January 13, 1969, Samsung Electronics Corporation was founded.
On December 6, 1974, despite the advice of the management, the Lee father and son invested in Hankook Semiconductor Company out of their own pockets.
By the end of 1977, the business was completely merged to become Samsung Semiconductor.
After years of hard work, by 1993, Samsung had become the world's largest manufacturer of memory chips.
After that, there were countless bloody competitions, and Samsung Electronics is what it is today.
According to Li Zairon's idea, the next ten years will be ten years of continuous harvest for Samsung Electronics.
I didn't expect to usher in a new challenge so soon.
"The chip technology of the 28nm process is a technology that no country in the world wants Huaxia to master."
"Now they have not only mastered, but also even the equipment technology can be localized, which is absolutely unacceptable."
"I'm sure we're not the only ones who know this."
Lee Jae-lim's face was a little ugly.
This time he went back to the headquarters for a meeting, and he had some bad premonitions.
But I didn't expect it to be so bad.
Nanshan Semiconductor has reached the point where even high-end smartphone chip technology has been mastered!
This means that Nanshan Semiconductor also has the ability to produce advanced computer CPUs at any time.
In the future, so many customers in the Huaxia market are likely to choose to buy relevant chips from Nanshan Semiconductor.
After mastering the ability of chip production equipment, Nanshan Semiconductor is uncontrolled in terms of capacity expansion.
According to Li Zailin's understanding of the Chinese people, in the future, 28 nanometers, the world's most advanced chip technology, will soon be applied in a large number of industries in China.
Nanshan Semiconductor will definitely expand its production capacity rapidly.
There is no doubt about it!
"I will communicate with Qualcomm, TSMC, ASML, Intel and other companies, and everyone can't sit idly by and ignore this change!"
Li Zairong can naturally realize the impact of this matter on Samsung and even the global semiconductor industry.
No one wants the right to speak in this industry to be in the hands of Chinese people.
They don't want to see a Chinese company play games with them.
……
"Pete, the information from Samsung says that Nanshan Semiconductor has begun mass production of 28-nanometer chips."
"This means that the lithography machine of Nanshan equipment can already meet the needs of this process."
"What do you think of this information?"
Christopher, as the president of ASML, received a very bad news early in the morning, so he immediately called Pete, the head of R&D.
Although Cao Yang published some papers related to lithography machines in the school journal of Lingnan University of Science and Technology that year, ASML felt the crisis.
However, at that time, the advanced lithography machine of Nanshan equipment did not have real mass production after all, and ASML's technical advantages still existed.
But now the situation is slowly changing.
Once Nanshan Equipment really becomes ASML's biggest competitor, the impact will definitely be huge.
In the future, the lithography machine orders on the Huaxia side may slowly lose their relationship with ASML.
Although ASML is not particularly worried that orders from the United States, Europe, Korea, Dongying and other places will be snatched up by Nanshan Equipment, its customers will definitely use Nanshan Semiconductor to reduce prices.
It is even possible for individual customers to purchase lithography machines directly from Nanshan Equipment.
The most important thing is that the things that the Chinese people can produce often end up with an outrageously low cost.
As a result, the cost competitiveness of customers using ASML's equipment will decrease.
This is definitely bad news for Christopher.
After all, when ASML was in a monopoly position, it was easy to say no matter how much it sold.
Anyway, the equipment that everyone buys back is cheap, and the impact is not great.
However, some people buy expensive equipment, and some people can use cheap equipment, and the situation is different.
"Christopher, is this news accurate?"
Pete always felt that it was impossible for the Chinese to master the most advanced lithography technology.
If it is said that 200 nanometers, or even a lithography machine that processes 100 nanometer chips, the Chinese people can make it, he also believes it.
After all, there are so many ready-made products in China for reference, and they can make some progress.
However, 28 nanometers is now the most advanced generation of products in the international mainstream, and if this technology is also available to Chinese enterprises, it will be troublesome.
"I don't think it's necessary for Samsung to lie about this."
"Nanshan Semiconductor is Samsung's main competitor in China, and Nanshan Group's Honor mobile phone is also Samsung's biggest opponent in China."
"Therefore, Samsung must be more concerned about the movement of Nanshan Group, and has arranged more people to inquire about this news."
Naturally, Christopher also hoped that the news he heard was fake.
But there are some things that can't be solved by avoidance.
"The fact that Nanshan is able to produce high-end lithography machines has a huge impact not only on us at ASML."
"All chip companies in the world are inseparable from this matter."
"In particular, Nanshan Semiconductor has now entered the field of mobile phone chips in a big way and has built many chip factories."
"This will definitely seriously threaten the interests of companies such as Qualcomm and Samsung, and even the interests of companies such as Intel, Deyi, and onsemi will also be greatly impacted."
"It's time to teach the Chinese people a big lesson."
Although Pete is engaged in research and development, he is not a person who buries his head in the window and does not ask about things outside the window.
If you want to deal with high-tech enterprises in China, or enterprises with huge influence in the local area, ASML alone will definitely not be enough.
At this time, it is necessary to find large enterprises in the United States.
They are the ones that can directly influence many of the policies of the United States.
"You're right, you're going to fly with me to America tomorrow, and we're going to have a good talk with them."
"This matter can't be delayed for a day, and we can't let Nanshan Group develop freely, otherwise the right to speak in the semiconductor industry in the future will be divided by Huaxia enterprises."
Not to mention that the right to speak was taken away, or that part of the rights were taken away, Christopher felt that he couldn't accept it.
In particular, it is Huaxia Enterprises that have taken away the rights.
Naturally, ASML is not the only one who has the same understanding.
Even to a certain extent, it is not ASML that suffers more from the loss.
Rather, it's some businesses in the United States.
At this time, people will naturally not tell you about free competition.
(End of chapter)