Chapter 938 Sigh
Qimonda went bankrupt.
This news is sad.
However, Fang Zhuo has been sighing a lot recently because of the ups and downs of companies in the industry during the financial crisis, so he can only sigh for Qimonda and Mr. Luo for a while.
When the sighing is over, it is time to think about the value brought by Qimonda's bankruptcy.
Qimonda has factories, people, and patents, and the most important thing here is naturally patents.
Losses aside, bankruptcy aside, Qimonda still occupies 10% of the global DRAM market this year. It is a well-deserved world-renowned manufacturer that is bleeding, and it is also the only remaining memory manufacturer in Europe.
Of course, everyone is bleeding this year, but Qimonda is bleeding too fast and losing too much blood.
For the inner reasons, Fang Zhuo believes that most of the factors that led to the bankruptcy of a well-known manufacturer should never be attributed to an individual - Mr. Luo should never be blamed so much!
Moreover, Qimonda is definitely not the only one to go bankrupt in this market. I heard that the situation of Japanese manufacturer Elpida is not good either. Its market share is larger than Qimonda. It is true that the more it occupies, the more it bleeds.
But Elpida has a strong foundation. It is a company that was spun off from giants such as Hitachi, NEC, and Mitsubishi, and it has a strong administrative color.
However, this wave of downward cycle coincided with the financial crisis, which really smashed the DRAM market to pieces. It was a global collapse, so it also struggled.
In such a situation, Samsung quietly increased its production capacity in a counter-cyclical manner...
This simply frightened other manufacturers. It was really a complete fight to the death. They wanted to take advantage of this once-in-a-lifetime opportunity to continue bleeding their opponents and to maximize the weakening of other camps.
The fall of Qimonda symbolized Europe's withdrawal from this field. Now the top five DRAM manufacturers in the world are only Samsung and Hynix from South Korea, Micron from the United States, and Elpida from Japan.
Fang Zhuo sat in Silicon Valley, watching such a battle, and did not dare to set too high a goal for Lin'an Plant 2.
Now we need to pack up Qimonda's patents, gather Qimonda's remaining soldiers, and pick up Qimonda's equipment. We will first switch from niche storage to the DRAM track, and then run at a low speed to get through this period of smoke and gunpowder, and then see if there is any garbage to pick up...
After accumulating for a few years, the patents we have picked up will be enough to arm ourselves from infringement, and maybe we can go out and try our hand.
As for who will be in charge of the Lin'an Plant 2 that may be spun off...
Although Fang Zhuo asked Mr. Luo on the phone, he already had a recommended candidate in mind.
Liang Mengsong mentioned his friend Gao Qiquan, who is now the general manager of Inotera, before he joined Bingxin. He is a figure who is regarded as the "DRAM Godfather" in Taiwan.
And Inotera itself has a connection with Qimonda. It is a foundry company jointly established by Qimonda and Nanya Technology in 2003.
Qimonda's decline last year was very obvious. This year, Inotera had to introduce a replacement, and Micron eventually acquired Qimonda's 35.6% stake for US$400 million.
Even so, Inotera is still facing bad debts from Qimonda, and has to take out a loan from Micron first for emergency.
Fang Zhuo had two brief chats with Gao Qiquan, and the initial impression was good, but he didn't know how he felt.
The current Lin'an Plant 2 certainly can't invite Gao Qiquan, and there must be a framework to discuss cooperation and prospects. This task fell on Qimonda, its 65nm process Buried Wordline technology, and its 46nmd Wordline (buried wordline) technology announced this year.
But whether he can invite Gao Qiquan, Fang Zhuo, although he feels that he is skilled in poaching, is still uncertain, after all, he is already the general manager of Inotera.
All he can say is, try your best first, and then see the situation.
Fang Zhuo closely follows Qimonda's information and asks someone to collect its dynamics.
Filing for bankruptcy is only the first step, and the subsequent process may take several months. At this stage, I'm afraid no one dares to take over Qimonda easily, and the most likely possibility is asset splitting and selling.
I will visit Europe next month, so I can sign up first and comfort Mr. Luo in person.
In the remaining half a month of November, on the one hand, the MIGA fund is slowly recovering on the golf course, and on the other hand, there are still news of layoffs or bankruptcies of various manufacturers.
Compared with the previous busy schedule, Fang Zhuo has been greatly relieved. He only flies about once every three days to attack key manufacturers and projects.
This continued until the end of the month. When he flew back to Silicon Valley from Chicago, Lawson, the head of the human resources department, notified him of the last good news in November - Nokia laid off 600 people in the marketing and R&D departments.
"Good news, um... Nokia won't do Trojan horses, right?"
Fang Zhuo's first reaction was a little worried after being happy, but then he thought that Nokia was the kind of person who was Trojanized.
What's more, Mars and iPhone are on the market, and the other party doesn't bother to insist on resistive screens, so there should be no problem in accommodating heartbroken employees.
But he also gave an additional instruction to the HR director Lawson: "If any Nokia R&D engineers come, remember to tell me. I want to hear about the real ecological situation inside Nokia."
Lawson took note. She has been very busy recently, but she also did not forget to care about an important issue facing the company now: "Mr. Fang, how is our lawsuit with Nokia going?"
Fang Zhuo responded with a smile and quoted the response from Apple to Nokia's lawsuit that he had just seen two days ago: "This problem will be properly resolved."
It’s also a patent issue, and Apple is also a defendant, but I haven’t heard of any talk of negotiations. I wonder if it will wait until the legal proceedings are completed.
Judging from the judgment of the Legal Department, neither Yike nor Apple is easy to win. For routine disposal, everyone should sit down and negotiate. However, the price after the legal process will definitely change significantly.
In the evening, Fang Zhuo invited several heads of the R&D center to have a meal together to discuss the changes brought to Yike in the past two months, as well as several adjustments to department functions.
Today's Yike, mobile phone R&D + chip design + cutting-edge functions + cooperation with friends and business partners is the main body here in Silicon Valley.
Because more than 200 new employees have been hired in two months, there will be further expansion in the future. In addition to renting the building next door, more detailed research directions and investment budgets also need to be come up.
In addition, there is only the last month of the calendar year left, and the launch of these tasks must also be put on the agenda.
As a company that has grown despite the economic crisis, the atmosphere of this dinner was quite pleasant.
Near the end, secretary Liu Zonghong came over and told the latest news from China. Mr. Dahuang disappeared again. It was said that it was related to manipulating the company's stock price.
Fang Zhuo was startled, and the feeling of sadness came to his heart again. His old friend had withered. This second entry into the palace must have nothing to do with him: "The economic crisis is appalling, the pressure is too great, and the stock price is manipulated."
Liu Zonghong also sighed. Although he was following Mr. Fang abroad, news of Dangdang's prostitution and Mr. Huang's fall seemed to be happening in front of him. After all, the environment was not good and the people he met were unkind.
I don’t know when I’ll see you next time.
I don’t even know what will happen to Gome. It won’t go bankrupt, no, no, no.
I have a bad cold, socializing and drinking, alternating hot and cold, feeling dizzy, take some medicine and sleep first, see you tomorrow.