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afternoon
?Wang Yaocheng, who is working in a Carrefour supermarket, received an international postal package from Citibank Hong Kong. This is the internal information that Manager John Galen has continuously collected and delivered regularly.
After flipping through, Wang Yaocheng tapped the table lightly with his slender fingers, falling into deep thought.
data shows that:
Among the top ten semiconductor companies in the world, Japanese-funded nec (first), Toshiba (second), Hitachi (third), Panasonic (fifth), Fujitsu (eighth), and Mitsubishi Electric (ninth) are still firmly established. occupy the majority.
At the same time, US-funded Intel, Texas Instruments, Micron and Nvidia are closely competing for the high-end market.
However, the little-known newcomers in the electronic semiconductor industry, Samsung and Hyundai, have made efforts from the low-end market, forming an era of pinching from top to bottom.
?US and Korean companies have eroded the share of Japanese companies from the high-end market and the low-end market respectively, and have achieved remarkable results and gained a lot.
? In particular, the Japanese-owned Fujitsu Corporation has recorded serious losses since the first quarter of this year, making business operations even worse.
Wang Yaocheng knows:
The sharp decline of Japanese-funded companies has begun. This is forced by the situation, and it is not a crime of war.
Now the rear of Dongying Fusang Kingdom is unstable, and the base camp is on fire.
The stock market, foreign exchange market, housing market, futures and futures superimposed four kills, like a suicide jumping from a high-rise building, how can there be any desire to compete for the market?
? During the Fuso economic bubble, it was hard for a business to earn 100 million US dollars a year, but it was easy to earn in the stock market.
In recent years, many large and medium-sized business owners are keen on real estate speculation, stock speculation, and foreign exchange speculation, making a lot of money easily.
Now, everything is deeply involved, and there is no time to take into account the development of the enterprise.
? Internal information shows:
? President Yoshito Takazawa of Fujitsu Corporation was in deep trouble in the Tokyo Stock Exchange, misappropriating a large amount of business operating funds in an attempt to save the defeat.
The result is that I fell into a bottomless abyss, and I didn't even see a splash, but I fell deeper and deeper.
Of particular interest are:
President Ryoto Takazawa owns a lot of real estate in the Tokyo metropolitan area, and his real estate index futures coincide with Wang Yaocheng.
The only difference is
President Yoshito Takazawa is a firm multi-party, and he firmly believes that the real estate market in Fuso will not collapse, it is just a round of relatively large adjustments, and as long as he persists, he will see the dawn.
Wang Yaocheng is a firm air force, because he peeked at the hole cards and knew that the opponent would lose all his pants.
According to the latest news:
Fujitsu intends to sell the dram factory in Osaka, which is an 8-inch wafer fab representing the most advanced technology.
Now there are no more than 30 8-inch fabs in the world, most of which are six-inch and three-inch fabs.
? This new factory has only been in operation for more than two years, and it has been suffering large losses, which is really unsustainable.
In exchange for a large amount of cash, Fujitsu quoted an offer of 320 million U.S. dollars, and no company has yet matched the offer.
This price is far lower than the actual value of the Osaka dram factory.
Only Fujitsu's continuous investment in the construction period exceeded 800 million US dollars.
Until the time when it is really impossible to survive, which family will sell its children?
Similarly, the sale of this factory, which represents the advanced level of dram memory production in the early 1990s, indicates that Fujitsu will withdraw from the ranks of memory manufacturers.
I often hear people talking about "memory particles", but this is actually a name for memory chips in Hong Kong and Taiwan (only for memory).
Other chips are called "chips" in Hong Kong and Taiwan. The meanings of the two are the same.
Wafers generally have 3-inch, 4-inch, 6-inch, and 8-inch specifications.
Since the first 8-inch wafer factory was put into production in 1990, the most advanced production technology of 8-inch wafer factory has been rapidly promoted all over the world. There are more than 40 factories, showing a hot situation.
Chips are produced based on wafers.
A small piece on the wafer, a small piece, is the wafer body, also known as die, which becomes a flash memory particle after packaging.
Generally speaking
The world's leading electronics manufacturers will spin off dram memory production as a separate department.
Why do you do this?
Because dram memory is a bulk commodity in the electronics industry, its status is somewhat similar to that of rubber and oil, and its price is prone to violent fluctuations, often fluctuating between huge profits and losses.
Even if the output is reduced by 1%, the price of dram memory may soar by 50%, 80% or even double when it is transmitted, which shows that the price of memory production fluctuates violently.
vice versa
For example;
An earthquake in Baodao caused a medium-sized dram memory manufacturer to suspend production for more than two months.
As soon as the news came out, the price of dram memory in the world tripled immediately.
No CEO of the world's largest electronics company is willing to see sharp fluctuations in earnings, which greatly affects industry evaluation and large year-end bonuses.
The only exception to this is Bangziguo Samsung, which treats the dram memory department as the core of enterprise development from the beginning to the end, and will never divest it.
Continuous investment will eventually receive rich returns. In the future, the dram memory department will also bring Samsung tens of billions of dollars in profits.
This is a very fierce opponent, but also a very patient opponent with a high degree of strong willpower and execution ability. The success of Samsung is inevitable.
According to internal information:
Since 1991, Samsung took advantage of the fire in the backyard of Japanese-funded manufacturers to conquer the low-end market and rapidly expand its market share.
The price they paid was that each piece of dram memory cost 1.31 US dollars, and the market price was only 0.35 US dollars. Every time a piece was sold, they lost nearly 1 US dollar.
This stick company is so ruthless. It is ruthless to itself and even more ruthless to its enemies. Even if it endures huge losses, it must grit its teeth and persevere to drive its opponents out of the market.
In fact
If history has not changed, Samsung's counter-cyclical strategy has achieved rare success in the world, and eventually it has emerged as an unrivaled overlord of the entire electronics industry chain.
Now, the reborn Wang Yaocheng also wants to be the overlord of the entire industry chain of the electronics industry.
in the office
Wang Yaocheng paced back and forth thinking, considering the timing of his attack, and finally found a little frustrated:
Still have to wait for the opportunity.
There is no way to wait, just the little money I have for speculating in futures, although it has reached 110 million US dollars, but it is not enough for the current market to lose half a year if it is placed in a dram memory production plant.
The world's dram memory market is extremely bloody. With the fierce competition from the Fusang country of the United States, Samsung, LG, Hyundai, Daewoo and other powerful manufacturers entered the Bangzi country halfway, and the market competition has become more and more fierce.
In 1986 alone, Samsung Semiconductor lost $300 million.
The tough stick gritted its teeth and persisted. The government successively invested 2 billion U.S. dollars to support manufacturers to fight hard, and finally occupied a certain share in the market.
86 years later, with the appreciation of the yen, major Japanese-funded memory manufacturers were unable to compete with East Asian countries in terms of price, and fell into continuous losses.
Coupled with the fire in the backyard, the memory market share began to collapse.
Since the early 1990s, Bangzi Country and Baodao have ushered in a period of rapid development.
Every few years in the world's dram memory market, companies that have survived the bloody baptism will reap extremely generous returns, and the high profits are simply enviable.
Wang Yaocheng flipped through the materials and couldn't help being greedy. He really wants to enter this market!
I still remember that before I was reborn, I bought my first 486 computer in 1995. At that time, a 16mb memory cost more than 5,000 yuan. After more than ten years, it was not worth even a dollar. What a huge profit!
What is the concept of 5000 yuan?
? At that time, it cost 350 yuan a month, and I could call my friends for a drink every two or three days, and my life was very nourishing.
The dram memory production factory loses a lot, and makes even more money, just like a money printing machine.
Comparing production costs, who is China mainland afraid of?
The key is the yield rate of memory products. In this regard, the Japanese-funded manufacturers do the best, and the later generations of Samsung and Taiwan Semiconductor Manufacturing Co. do very well.
He couldn't help smacking his lips
Ma Dan, are you still poor? (Remember the site URL: www.hlnovel.com