"Xiao Dong, can I not panic?
I also received an important piece of information, the United States is ready to increase the crackdown on domestic communication giants, and we may be restricted from OEM chips to those two communication giants, or even ......
It will even affect Times Communications in the future. ”Wei Jianjun came to Xiao Bai, mainly because of the delay in the delivery of equipment, but because the company may lose a large number of orders.Needless to say, Times Communications is its own enterprise, and it is impossible to watch the enterprise have no chips available.Other domestic communication giants, after reconstructing the supply chain, have also become important customers of the company, and the proportion of orders is not small, and once lost, it will have a very adverse impact on the company."
Old Wei, you have long been targeted by others, and sooner or later you have to have such a time.I mean, if you can delay it for a while, you can't drag it out for a while, so you just show your attitude, and the other party can suppress them as much as they like. ”Xiao Bai sorted out Wei Jianjun, whether there is any restriction on OEM, the IC manufacturing of the times is a thorn in the side of others, and sooner or later it will be cracked down.Now there are only two paths, accept the other party's restriction request, or not accept it.If you accept it, you will lose the right to operate autonomously, and you will lose your most important customers.If you don't accept it, you will be hit by a storm.First of all, Times IC Manufacturing Co., Ltd. will stop at the 14n node.Wei Jianjun can come up with a killer feature and use double exposure technology to advance the advanced process to the 10N\7N node.However, 7n is also coming to an end, because the EUV lithography machine will be used to advance the manufacturing process, and Lao Mei will never be allowed to sell it to domestic companies.After listening to Xiao Bai's analysis, Wei Jianjun was silent for a long time.After a long time, he said, "Dong Xiao, did you set us up as a target from the beginning?"
”"That's right!
Although it is not deliberate, but from the beginning you were the target of the first wave of attacks, who made you have the highest technical level among your domestic counterparts?
No one can change the fact that no one can change the tree. ”Xiao Bai did not avoid this question, but told the truth."
I knew that the company's development would not be smooth sailing.Seriously, the company has been going well all these years, and if it weren't for human interference, I wouldn't have paid attention to T electricity.Xiao Dong, at this time, there is nothing to say, just do it.I won't agree to the other party's unreasonable demands, we will have to overcome this difficulty sooner or later. ”After thinking about it, Wei Jianjun chose the most difficult path.But sooner or later, this road will have to be taken, it is only a matter of time.If you do not accept the unreasonable demands of Lao Mei, it means that the company will face the dilemma of the supply chain."
Well, you're the right choice.Pudong Microelectronics, has made great progress recently, 40N\45N lithography machine will come out soon, 28N lithography machine will be far away?
So, your 28N lithography equipment and even 14N lithography equipment, the supply problem is not big, and it will be solved soon. ”Xiao Bai made it very clear that as long as Pudong Microelectronics' 40N\45N lithography machine is put into production, ASML will release the supply of 28N lithography machine.The supply of 14N lithography equipment may have its ups and downs, but it will eventually arrive.Xiao Bai did not mention the EUV lithography machine, and Wei Jianjun did not mention it.No one can say for sure what will happen in a few years' time, and at that time, only self-reliance will be able to solve the fundamental problem."
Okay, I'll start the contingency plan as soon as I get back.My existing advanced process production capacity will give priority to the supply of Times Communications and other domestic communication giants, and I have no choice but to watch the flow to T Electric and other enterprises. ”Wei Jianjun sighed gloomily, but quickly cleaned up his mood and roughly discussed the next business adjustment with Xiao Bai.Afternoon.Xiao Bai convened a meeting of some high-level leaders of the Department of the Times, and Xu Changqing, Qi Yuefeng, Li Dong, Wei Jianjun, Yu Wensen and others all attended the meeting."
Mr.
Qi, you have to be careful here.Although Lao Mei is targeting the two major domestic communications giants, you will also be implicated because you supply them with key components. ”It's lice on a bald head, a blatant thing.Xiao Bai's words resonated with everyone."
Dong Xiao, my side is ready.Don't worry about it, it's mainly the production of chips, as long as Mr.
Wei and they can bear it, I can grit my teeth and hold on. ”Now all the crux of the problem is concentrated on IC manufacturing.Including the two major domestic communication giants, as well as Times Communications, no matter how good they are in their respective fields, they can't avoid the key point of chip production.System chips, RF chips, baseband chips......
Even power management chips, they either purchase them externally, or design them themselves and then find an enterprise foundry.In a word, the lack of IC production capacity is a hard flaw.Therefore, IC manufacturing is very important."
Let me say a few words, Xiao Dong has already talked to me before.Our company decided to ignore the restrictions of Lao Mei and continue to OEM for customers in need in China.This includes Mr.
Qi's Times Communications, as well as the two major domestic communication giants. ”Wei Jianjun immediately took over the conversation and expressed his attitude.His meaning is very clear, that is, ignore the unreasonable demands of old M.After he finished speaking, no one squeaked.The people here are all the top people in the era department, and no one knows better than them what the consequences of Wei Jianjun's choice will be."
I told Lao Wei that no matter how he chooses, he will definitely become the target of others in the end.Rather than wait until that day, it is better to take the initiative to flip the table now.Mr.
Li, don't move with the Beijing company on your side, and temporarily leave aside the relationship with these companies.I don't think any blows will fall on you for the time being. ”Xiao Bai is to let the group company and the Beijing company temporarily hide for a period of time, and there is time IC Manufacturing Co., Ltd. to attract firepower, they will not be noticed in a short time, and they can take this opportunity to expand production capacity and strengthen their technological advantages in their respective fields."
There's nothing wrong with me."
Li Dong smiled and nodded, there are many types of IC products manufactured by the group company, and the process requirements are not high, and I am really not afraid of someone getting stuck."
I'll call him over there, but we've discussed these things many times, and he should know how to deal with them.Do you have any other questions?
If not, the meeting will be adjourned. ”So far in the meeting, the issues that should be discussed have been discussed.Xiao Bai looked at his watch, the time had already passed the end of work.Seeing that there were no new questions, he casually announced the adjournment of the meeting.A group of people went out for a meal together, and Xiao Bai returned home.Following.Xiao Bai called Wei Xiaolou and chatted with the other party about some of the circumstances of yesterday's meeting, and asked the other party to act according to the previous plan.Wei Xiaolou understood, and the two ended the call after chatting for a few words.In the following days, Wei Xiaolou and Li Dong were actively expanding production capacity.The IC production lines built by the two parties are at full capacity, and the equipment order is very smooth.At the same time, everyone is waiting for the shoes to hit the ground.Weekend.Xiao Bai met Liao Hongxing again in Xiangjiang.The meeting took place in a private club, and the party was attended by Lin Jiadong and Zhang Yilin, plus Xiao Bai and Liao Hongxing, just enough to make a table of mahjong."
Mr.
Xiao, with the help of Mr.
Lin and Mr.
Zhang, I have successfully completed the issuance of corporate bonds, and the financial situation has been greatly improved.The current inventory is also much fuller, and we will be able to maintain normal operations for about 24 to 30 months if the supply chain is cut off. ”Liao Hongxing first thanked Lin Jiadong and Zhang Yilin, and then showed his hole cards."
Mr.
Liao, we will continue to supply you in the key parts, you can rest assured.I guess you're going to have a lot of difficulties in terms of sales, in addition to the supply chain, so you have to be prepared. ”Xiao Bai once again expressed his attitude, and reminded the other party at the same time."
I know that I'm prepared for the worst."
Liao Hongxing nodded to Xiao Bai, his current fate has been tightly tied to the Times Department, which can be said to be his last hope."
It's a blessing or a curse, it's a curse that can't be avoided!
Dong Xiao, Mr.
Liao, I think you will definitely be able to tide over the difficulties.Let's have a drink together. ”Lin Jiadong actually admires Xiao Bai and Liao Hongxing's mentality, not everyone has the courage to face the blow of the superpower.It is a miracle to have the courage to live again.Several people immediately pushed their glasses and changed their glasses, and stopped talking about this heavy topic.But what should come will always come, and before Xiao Bai and the others left the wine table, news from all sides flocked in.In the morning of local time in North America, Lao Mei announced that Liao Hongxing's company would be blacklisted.It is forbidden for Liao Hongxing's products to enter North America, and it is forbidden for North American companies, R&D institutions and Liao Hongxing to engage in any form of cooperation.At the same time, it was announced that it would actively cut off Liao Hongxing's supply chain around the world."
Didn't you say that the restraining order would be announced next month?
Xiao Dong, Mr.
Lin, Zhang Dong, I'm sorry, I need to go first, and let's find a chance to meet when we get back. ”Liao Hongxing got up and left, although some things were expected, he also had to deal with them in time."
Dong Xiao, Mr.
Liao will not have a good time in the future, and you will not be calm here.Unless, you cut off all business dealings with Mr.
Liao. ”Lin Jiadong actually didn't agree with Xiao Bai's approach, is it really necessary to advance and retreat with Liao Hongxing?
After all, the two sides did not have too in-depth cooperation before, and now it is understandable to seek self-protection.Xiao Bai shook his head lightly and didn't explain much.From his standpoint, in fact, the core industry of the Times Department is closely related to many domestic enterprises.Without these enterprises, the system of the times would have no meaning of existence.Captive?
That's the way to die."
Mr.
Lin, Dong Zhang, let's get here today."
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After Liao Hongxing left, Xiao Bai and the others sat for less than an hour before leaving the club together.Following.Xiao Bai returned to the deep city early in the morning.Liao Hongxing's experience is fermenting, first of all, it is reflected in the sharp drop in the stock price of the other company, and the stock prices of many listed companies under the Times Department have also fluctuated sharply."
Xiao Dong, in fact, the stocks of the domestic communications industry and the semiconductor industry have fallen, and investors may think that this is a major negative news."
Juvinson came to Xiao Bai with a helpless face."
It doesn't matter if the stock price fluctuates in the short term, the key depends on everyone's response.Mr.
You, you have to worry more about the company's affairs, and I am ready to fly to the magic capital as soon as possible. ”Xiao Bai decided to go to the Demon Capital to stabilize people's hearts, although Wei Jianjun has always done very well, but in this special period, it is best for Xiao Bai to go there by himself."
Okay, Xiao Dong."
Juvinson promised that he would take care of the company's affairs.After lunch, Xiao Bai took Tong Wanqing and others to the airport.Because it was a last-minute itinerary, the group waited at the airport for a long time before the business jet was allowed to take off.By the time Xiao Bai returned to the Oriental Garden, it was already dark."
Lao Wei, I just entered the house, you don't have to come over at night, I'll go to your side tomorrow morning, and I'll see you when the time comes."
After Xiao Bai entered the house, he called Wei Jianjun.He felt that Wei Jianjun must be very busy now, so there was no need to call the other party over so late."
No, I've already booked a private room, and I'm waiting to have dinner with you."
Wei Jianjun knew that Xiao Bai was coming, but he really couldn't leave today, so he didn't go to the airport to pick him up.He planned to have dinner with Xiao Bai in the evening, and chatted by the way during the meal.Xiao Bai saw that the other party's attitude was very resolute, so he no longer shirked.After asking where it was, he immediately went out and rushed over."
Lao Wei, we have made a detailed response plan before, you just need to implement the plan.Tomorrow, you ask the board of directors of the company to make an announcement to make your position clear, and you can't delay it, so make your position clear as soon as possible. ”Xiao Bai came to the private room and chatted with Wei Jianjun while eating.The current situation is that when it comes to taking sides, it is impossible to remain silent, so it is better to express your position early.Wei Jianjun was also unambiguous, and immediately said: "You are right!
Expressing our stance now can also enhance our momentum, and it won't last long anyway. ”"The wording is a little bit of an idea, we don't need to be grandstanding, we just need to use plain language to show our attitude."
Xiao Bai believes that there is no need to sell feelings, after all, Times IC Manufacturing Co., Ltd. is not directly facing consumers, and it is useless to say more."
Well, I understand."
Wei Jianjun's mood was obviously not very good, the two filled their stomachs, discussed the matter of issuing an announcement, and dispersed.The next day.Xiao Bai went to the Financial Building first and asked Tong Wanqing to bring some evaluation materials, and he looked through them carefully.Subsequently, he went to Times IC Manufacturing Co., Ltd.Wei Jianjun issued an announcement in the name of the company early in the morning.The central meaning of the announcement is not to accept the unreasonable requirements of a certain country, and the company's subsequent response will be carried out in accordance with domestic laws and regulations.In the absence of an explicit ban on the supply of products to Liao Hongxing by the relevant domestic authorities, the status quo will continue to be maintained.In view of the uncertain impact of this event on the company, investors are advised to pay attention to the risks.