Global monopoly of technology

Related news and discussions in the semiconductor industry have been going on for almost a month and still remain high. The negotiation between the two parties that the outside world most wants to see has been delayed. Both parties are holding back. Market investors are also holding money on the sidelines. The semiconductor industry of China is a time of great changes, and it may make money, or it may go bankrupt.

There is neither a posture to negotiate nor the intention to end. The game under the negotiating table is still going on fiercely, and it also affects the market sentiment.

A week later, the latest news finally came out.

The Blue Coast officially announced the establishment of the "Special Fund for Domestic Integrated Circuit Business" and officially began to fulfill last year's promises. It announced the details of the first batch of semiconductor companies for as many as 179 manufacturers of fund lending applications.

Huaxin International received 1.52 billion U.S. dollars in borrowing funds, which is approximately 10 billion yuan. It is the manufacturer with the largest amount of borrowing among the first 179 manufacturers. Huaxin International is actually a competitor with Xiongxin Electronics.

There were still some disputes between the two sides. Huaxin International wanted to sell itself at one time, but Luo Sheng did not accept it.

And this act of benevolence will undoubtedly give the market a clear signal. Even if the competitors of Xiongxin Electronics have difficulties, they will not only not fall into trouble, but will also help. This is not only a manifestation of invincible heart, but also a mindset. Highlight.

Huahong Semiconductor received US$650 million in borrowing funds, which is approximately 4.25 billion yuan, and the manufacturers that received the lowest borrowing funds also received 225 million yuan.

Luo Sheng promised at the beginning that the Blue Coast can have a future, and everyone has a future. Manufacturer partners who follow him on the path of self-research will receive at least 750 million yuan in special loan funds from him in the next three years.

Some people are happy and some are worried. People who have been in contact with ASML before have also applied for fund lending, but the reply given was that the Blue Coast did not meet the minimum standards for its assessment.

So don't borrow.

...

"The Côte d'Azur's radish and great routines are so true to play, you are even speechless." The head of Huahong Semiconductor can't help but feel full of emotion watching the trend of semiconductor market at this moment.

The carrot stick is a very simple trick. Many people understand and use it, but not everyone can use it well.

Seeing the downward trend in the stock prices of the manufacturers that have contact with ASML, Mr. Wang knows that Huahong Semiconductor is betting, and most of those manufacturers are already half-out, at least not entering the core team of the blue coast semiconductor industry chain plan Now, not getting the loan funds from Luo Sheng indicates that it is the beginning of marginalization.

With the help of ASML, some potential risks were eliminated at almost no price. This kind of risk control management ability was convinced by Mr. Wang.

The semiconductor business of the Côte d’Azur affects the heart of the entire industry and deeply affects the trend of the stock market. ASML’s current market value is only 35 billion U.S. dollars. At its peak, it rushed to 130 billion U.S. dollars, and fell to this figure. It took less than a month.

In the US stock market, the subject of technology semiconductors continues to be sluggish because the entire industry is still full of uncertainty.

But investors can't stay on the sidelines all the time. Only when funds flow can they create more value. As a result, foreign capital continues to move northward and enter Big A to invest.

Big A’s current science and technology topics remain high, and the northward funds continue to buy, buy and buy. Lithography, consumer electronics, the concept of the blue coast, the concept of bluestar technology, the concept of the blue coast pure electric vehicle, and the chip semiconductor are hot Soaring.

Obviously, the capital has made a silent judgment, and they have proved with practical actions that they are more optimistic about Luo Sheng, so they are all betting on him, at least as a hedge.

Taking this opportunity, Shengfeng Capital has also begun to unwind, and release liquidity for itself one by one. The market is also well controlled, with steady growth rather than skyrocketing.

If the money that Shengfeng Capital puts in it cannot come out, the current market trend will probably have to skyrocket again, and the technology bubble will start to blow up again, maybe there will be another plummet, Luo Sheng is also within his power. Contribute your own strength under the circumstances, try to make Big A don't repeat the mistakes of his previous life again this year.

...

Wall Street, Goldman Sachs headquarters analysis agency.

"A huge amount of funds entered the Greater China region through the clearing agency of the HIIB investment bank. The transaction was completed in the two major financial centers of London and HK. The amount was as high as 45 billion U.S. dollars. The inflow institution was the'Integrated Circuit Special Fund' of the Blue Coast Company. ."

"At present, there is no plan for this fund to enter the Greater China region. There is no need to consider this for at least five years."

"Who owns this money? Who is it that secretly supports Luo Sheng?"

"I don't know, it is under investigation. The existing data shows that they are all private equity accounts and transactions are very frequent. It is difficult to find out the specific identity of the funder behind the scenes."

"He really wants to privately raise $175 billion from overseas? Who is paying? Deutsche Investment Bank? J.P. Morgan? UBS? Merrill Lynch? Or some sovereign funds?"

"It can't be the institutions you mentioned. They, like Goldman Sachs, want to force Luo Sheng to list the Blue Coast. It is impossible to give them a large amount of financial support at this time. The interest motive is not logical."

"We must track down the specific sources of these funds. We can't even find the opponent. How to fight the financial war?"

"Damn it, why is there always someone giving him money? And it's hundreds of billions of dollars a gift, is the dollar so worthless?"

Not only Goldman Sachs, but also the top institutions on Wall Street, anyone who wants to make a profit from Luo Sheng is tracking down. Of course, it also includes the use of resources from intelligence agencies such as the NSA and CIA to conduct close investigations.

...

Day by day, SIA still has no intention of coming to talk about it. It's so exhausting, but the external media and the market are impatient and feel anxious for both parties.

In fact, both sides know that this technology war is critical. It seems calm, but in fact they are actively preparing and gambling behind the scenes.

Just entering the new year, as the "Integrated Circuit Business Special Fund" successively released the first batch of loan funds to major supply chain partners and manufacturers, the opponents also responded with practical actions.

Another major breaking news brought the ICT disputes that were about to fade back to the hot spot again, and related news once again occupied the headlines.

This news is that the Global SD Association and the WIFI Alliance suddenly announced one after another that they would kick the Cote d’Azur company out of the game, which means that the terminal equipment of the Cote d’Azur company cannot use SD memory cards and cannot participate in the development of WIFI standards. .

In other words, the three major terminal businesses of Azure smart phone, ieP tablet, and ACC game console under the Cote d'Azur company have exhausted the existing inventory, it is difficult to supply the market.

This technology battle, instead of showing signs of easing, has intensified.

negotiation?

If it doesn't exist, there is no result at the negotiating table, and the fight has just started.

...

On January 7th, an A380 plane landed smoothly at the newly built international airport in Suzhou City. This passenger plane is an asset of the Blue Coast Company and a signal to Luo Sheng's same plane.

The passenger plane was carrying No. 422 people out of the terminal. What is more striking is that about 65% of the people are all European faces. They are all engineers from Europe and can be regarded as employees of the Riviera. .

The leader is a German, who can see a rigorous style unique to Germans.

At the terminal building, Luo Sheng with a few assistants including An Qingxue and some bodyguards were waiting quietly out of the terminal building. A business car and seven buses were waiting for a long time, obviously to receive important people. .

The media did not know that he appeared on this occasion, but some people who were eating melon caught the picture and uploaded it to the Internet. It has already begun to spread. Some reporters have come to hear the news, but I am afraid that the time is too late.

The last time the person who enjoyed this treatment was Dr. Ernst Winnack, the director of the "Lingnan P4 Laboratory". When he decided to join Luo Sheng's Life Science Foundation team, he got his personal visit to the terminal. Come to greet me.

"Professor Haas, you finally moved the entire company over." Luo Sheng saw the German headed and walked forward with a smile, and the two shook hands with each other.

"I am very disappointed with the status quo in Europe. Whether it is the capital, industry or the authorities, it is really too bad and very frustrated. I hope that my decision is not wrong." Hyland Haas said with a wry smile.

Luo Sheng did not learn German, and Hyland Haas could not speak Chinese, but this did not hinder the smooth communication between the two parties, because they both speak English.

Even if facing all foreigners in public in China, Luo Sheng always insists on speaking his mother tongue and listening to the translation by himself, but in private, there is no need to do this. It seems hypocritical and more deliberately expressing his position. The taste that distinguishes the identity from each other.

Of course, Luo Sheng wouldn't do such a stupid thing. Hyland Haas was dragging his family to join him today, so he naturally showed a sense of intimacy.

Professor Hyland Haas, former head of the Department of Mobile Communications at the University of Edinburgh’s School of Communications and a German physicist, decided to start a technology startup in early 2012.

However, local capital is not optimistic. Some established European technology giants do not give face or even deliberately suppress it because it will affect their core business. This is a typical conservatism, and Hyland Haas cannot raise money. Once on the verge of bankruptcy, it is almost out of business.

In the end, he had to seek support from overseas capital. Hyland Haas had a chance to try his luck, but fortunately, when the company was about to declare bankruptcy, he encountered the strategic investment department of the Côte d’Azur and studied the technology he studied. Very favored.

Only when we met on the same day, Hyland received a $15 million angel round of financing from the Côte d’Azur, and in the following three years, the Côte d’Azur still exclusively contracted his company’s A, B, and C rounds of financing. The A round of financing gave 50 million US dollars, the B round of financing gave 80 million US dollars, and the C round of financing gave 200 million US dollars last year.

It's almost finished.

It's just that the money is too much and willful.

After being "covered" by the capital of the Côte d'Azur, Hyland Haas no longer worries about funds, and began to devote himself to the development process.

"I already know about the WIFI Alliance. They have indeed lost their minds. You will win the ultimate victory, Mr. Luo." Heland Haas said with a regretful look, actually in his heart. Le blooming, the WIFI Alliance’s divine assistance is equivalent to allowing the technology he is currently researching to be further enhanced in the parent company Côte d’Azur, and the Côte d’Azur will accelerate the commercial progress of its technology.

Luo Sheng smiled and said: "So you should be on the stage below. You are my secret weapon. I assure you Professor Hyland, no matter the WIFI alliance finally recovers, I will apply your technology on a large scale and vigorously. Promotion, this is part of our agreement."

Hyland nodded: "I believe it."

Luo Sheng immediately made an inviting gesture and said: "This is not a place to talk. We will be surrounded by reporters if we don't leave."

The two looked at each other and smiled, and Hyland Haas said, "I look forward to this moment."

Luo Sheng turned to look at the core employees brought by Hyland Haas. These people were originally unwilling to travel far away from Europe to work in China. It is always natural to go to an unfamiliar environment. resist.

But no way, the owner gave too much.

Luo Sheng looked at them and laughed loudly: "Ladies and gentlemen, welcometo China."

...