Reinventing the Millennium

Su Zifeng, the new head of AMD, came to Shenshan with urgent sincerity.

But apart from sincerity, Su Zifeng doesn’t know what else AMD can offer.

The building has been sold, but the company cannot, and the structure... probably cannot be sold, but maybe we can discuss it again.

In short, Su Zi is full of sincerity and sincerity.

She knew that she was asking for help on this trip. She hoped that the relatively special Yike Department could solve the problem and help AMD. Anyway, according to her cousin, give it a try and Mr. Fang will have more money.

"Regarding Intel, AMD's survival to this day is part of its monopoly, but AMD already has the temperament of a great company." Fang Zhuo poured coffee again without calling the robot, and smiled, "Loss of 1.182 billion U.S. dollars, loss of 114 million U.S. dollars , a loss of 83 million US dollars, I wonder how much it will be lost this year?”

Su Zifeng thought this was Mr. Fang's ridicule. The figures he reported were AMD's losses in the past three years. As for this year...

"We only lost US$400 million this year." She replied.

Fang Zhuo glanced at the female head of AMD. Well, the word "only" is used well.

He thought for a few seconds and said: "Great companies always face challenges between life and death. I was not optimistic about AMD in the past, but now that AMD has divested all its heavy assets, I feel that it has become lighter. Selling buildings and selling buildings Factory, as a pure chip design company, AMD just lacks the advanced process to match the ZEN core.”

Su Zifeng nodded inwardly, but only half agreed. Mr. Fang's perspective was different from his own. He looked at the company's development from a strategic perspective. In fact, AMD was still short of money.

"I'm telling you what I think. Don't be angry, Mr. Su." Fang Zhuo observed the expression on Mr. Su's face and continued, "I think AMD's former CEO Luo Ruide did a pretty good job. The large-scale restructuring and layoffs he made made people The company can start a transformation. The business focus will be dispersed from PCs to low-power processors, semi-customized processors, and alliance with ARM, which I think is the right direction.”

"But these all need time to be verified. Luo Ruide didn't wait for the results to be realized..."

Fang Zhuo shrugged, feeling a little pity.

Su Zifeng really didn't expect that Mr. Fang would pay attention to her "small company", which was not an inconspicuous one. She was silent for a while and said: "I agree with Luo Ruide's thoughts on this aspect, but the board of directors is not willing to cannibalize Intel head-on." The market is dissatisfied.”

Fang Zhuo said rudely: "The board of directors is sometimes very short-sighted."

Su Zifeng lowered his head and took a sip of coffee. If so, his CEO was the product of the short-sightedness of the board of directors.

"Fortunately, AMD's board of directors chose President Su. President Su can not only recognize the correct strategy of his predecessor, but also focus on products. This is the path to AMD's rise." Fang Zhuo added.

"No matter what the strategy is, if the product is not good, it will always be difficult to get out of the quagmire of competition." Su Zifeng's understanding is very clear, and she lamented, "AMD's opponent is Intel, but Intel's opponent is definitely not AMD."

When she said this, she saw Mr. Fang nodding and continued to express her views on the current situation: "Intel acquired Broadcom and once again launched an impact on the mobile processor market. I think this period is an opportunity for AMD, and it is precisely because of 'Intel Our opponent is by no means AMD, but this is the best opportunity for us to encroach on our opponent’s market.”

Intel has almost missed the mobile era. Whether it is baseband or mobile phone processors, it has done nothing. It is precisely because of its slowness that companies such as Qualcomm, Apple, Samsung, and Yike have risen rapidly and carved up the mobile market.

There is no doubt that Intel is unwilling to do this.

This year, taking advantage of Qualcomm's decline, Intel acquired Broadcom and joined forces with Yike to once again sprint into the mobile market. This is a major attempt by Intel to correct its past strategy.

When a company like Broadcom is acquired, Intel pays a huge cost and is bound to focus a considerable part of its energy on the mobile side.

On this occasion, Ice Core International launches the world's first 16nm.

Su Zifeng’s judgment is that this is the best opportunity for AMD to accelerate its development. If it can get the breakup fee paid to GlobalFoundries and use Bingxin International’s advanced processes, the company’s CPUs will be in the next two to three years. You can turn over.

Once AMD turns around, even if Ice Core International suffers a more serious geopolitical impact, it will have more options to choose from. Unlike now... when I just took over as CEO, I still have to worry about the board of directors' ideas and even make decisions. The breakup of the core must be carefully prepared and cautious.

Fang Zhuo asked: "Are you not optimistic about Intel's performance in the mobile market?"

"There may be an improvement, but compared to their investment, it will definitely not be too much. Intel's previous efforts have failed to achieve results. Now Yike, Apple, and Samsung are stronger. Although Qualcomm has experienced personnel shocks and has a new CEO, , but it will also integrate Avago, not to mention improving its competitiveness, but it will always be the same." Su Zifeng said, "Can it launch another $7 billion subsidy? Cooperation, I don’t think it will have much success from the baseband perspective.”

In order to promote its Atom series of mobile processors, Intel lowers product prices on the one hand and subsidizes manufacturers on the other.

Like a tablet, Intel can even give a subsidy of US$51 at its highest.

This way, it burned a total of 7 billion US dollars in two years. Even though Intel is very wealthy, it has to admit that this mobile strategy has not had much effect.

However, the mobile market is simply the future that must be fought for.

Yike took out the baseband technology and teased it. Qualcomm was facing antitrust investigations and fierce market competition, and Intel was lured in again.

In Su Zifeng's view, Yike has really disturbed the competition in the global semiconductor industry out of its own considerations, but this is indeed a conspiracy, and everyone is willing to do so...

"We at AMD are not planning to enter the mobile market. The competition in this field is too fierce." Su Zifeng continued to introduce the situation to the funders. "The FTC's previous ruling against Intel has made our living environment more relaxed, and it has indeed accelerated our transformation into chip design. "Compared to Intel's big business, our ship is small and easy to turn around."

"As of this month, 40% of our revenue comes from the non-PC market. I have seriously thought about the seven future directions proposed by Mr. Fang and believe that our AMD's development in artificial intelligence and GPU will be very important. "

Intel was previously ruled by the FTC to lose the case and gave AMD a sky-high US$1.25 billion in compensation, which gave the latter a great respite. As for Fang Zhuo's seven future directions, that was his description at an Yike annual meeting, also in It has gained widespread popularity around the world.

AMD acquired graphics card manufacturer ATI in 2006 to support their GPU business.

When Fang Zhuo heard this, he smiled and said: "If I were a simple investor, I would be really moved by Mr. Su's description. Yes, AMD is indeed walking in the right direction of development."

"I heard that Yike Silicon Valley's R\u0026D center has invested heavily in artificial intelligence, and AMD can have a lot of room for cooperation in this area in the future." Su Zifeng did not forget to peddle.

Fang Zhuo smiled slightly: "Then you have to compete with your uncle. We have GPU cooperation with Nvidia."

There is a group of Chinese-dominated artificial intelligence R\u0026D teams in the Yike Silicon Valley R\u0026D Center. Among them, Andrew Ng discovered the compatibility of GPU parallel computing and neural networks. In order to let AI recognize a cat, he used 16,000 CPUs. Using GPU parallel computing only requires 12.

Su Zifeng was naturally fully prepared for this trip. She also heard from her cousin Huang Renxun about her cooperation with Yike in this regard.

She felt that things needed to be done step by step. Instead of talking about specific business, she talked about the development of cutting-edge technology and asked: "When will Mr. Fang think there will be a breakthrough in artificial intelligence?"

When Su Zifeng said this, she suddenly looked back at the two robots by the door, and then asked: "Does Yi Ke think the carrier of artificial intelligence will be on the robots?"

When Fang Zhuo heard these two questions, he hesitated for a moment and answered seriously: "I don't know when, but Professor Wu and others believe that there will be opportunities for breakthroughs in the next ten to twenty years. The robot is an internal experimental project. Specifically, Application scenarios and carriers of artificial intelligence..."

“We call today’s mobile phones smartphones, and intelligence is always relative. In the past, people called Nokia’s Symbian phones smartphones. In the future, the intelligence of mobile phones will inevitably continue to evolve and be able to help users in all aspects. "

"Just like the Internet has redone many traditional industries, I believe artificial intelligence will play a similar role in the future."

"Yike is internally discussing the application scenarios and carriers mentioned by Mr. Su, but no matter what, the Ai chip will be a core part."

"Robots, smartphones, and smart cars all have opportunities."

Su Zifeng nodded slightly. This year, Apple established a research project on electric vehicles. I heard that it is aimed at intelligence and automation.

"The time is still long, and we are also exploring the direction of the next era. I am very confident in Yike's R\u0026D investment." Fang Zhuo said with a smile, "We have our own architecture, our own chips, cloud services, and sensors. , system ecology and algorithms, as long as there is a suitable carrier, all Yike needs to do is to integrate them.”

Su Zifeng listened to Mr. Fang's words, looked at Yike's layout, and thought of Mr. Fang and Yike's management's determination to invest in research and development, he couldn't help but feel envious and respectful at the same time.

She sighed: "Mr. Fang said so, I must buy Yike's stock."

"Mr. Su said so, then I must..." Fang Zhuo stopped mid-sentence.

Su Zifeng's heart skipped a beat before she heard the second half of the sentence.

"Then I must treat Mr. Su to dinner." Fang Zhuo pointed to the Yike watch on his wrist with a smile. It was already noon when he and Mr. Su were chatting happily.

Su Zifeng looked at Mr. Fang's expression and knew that he was clearly aware of his eagerness for cooperation, but his Songfeisong-like tone was really frustrating.

"Mr. Su is here this time. It just so happens that there are some friends in the semiconductor industry in the mainland. If Mr. Su doesn't mind, we can meet and chat together at noon." Fang Zhuo added.

Su Zifeng is good at everything.

However, when the luncheon actually arrived, she discovered that the top executives of mainland China's semiconductor companies who appeared this time were really important. In addition to Bingxin's own Qiu Ciyun, SMIC's CEO Wang Ningguo, Huahong's chairman Fu Wubiao, Changdian's Leader Wang Xinchao and others were present.

Su Zifeng did not think that such a lunch was a special trip to welcome him, but it was vaguely the momentum of a meeting convened by the leader of the martial arts alliance.

"This is the CEO of AMD, Su Zifeng. Mr. Su is very capable. AMD has been very brave in confronting Intel in recent years." Fang Zhuo introduced the guest.

Just as Su Zifeng was surprised, the senior executives of mainland semiconductor companies were also surprised that the new head of AMD would appear here, and they began to speculate that this party had some bad intentions towards Intel...

The global semiconductor industry has been quite lively this year, and Yike has played a very important role in stirring up trouble for most of the year. However, Ice Core International made another ground-breaking blow at the end of the year. These are domestic semiconductor companies. A great source of conversation.

However, the disputes between large international companies are still far away from China, and they are just a matter of discussion.

Everyone finished greetings.

Wang Xinchao, the head of Changdian Electronics, suddenly said: "When Mr. Su comes here, will AMD also be acquired by Ice Core?"

Su Zifeng was stunned for a moment, and heard some strange meaning, but it was obviously not directed at herself, but at Mr. Fang next to her.

Fang Zhuo said with a smile: "I asked Mr. Su this morning, but unfortunately, AMD is unwilling to sell."

Wang Xinchao glanced at Mr. Fang, who was smiling, and said, "If you don't want to sell, you can't buy it by force. Is there anyone in the world who does this kind of business?"

Before Fang Zhuo could speak, SMIC Wang Ningguo on the other side spoke up: "Mr. Wang, we have something to discuss. It's rare for us to be together. Wouldn't it be nice to talk about the development of domestic industries?"

"For the development of domestic industry, SMIC and Bingxin are enough. After all, our two families are in the same boat." Wang Xinchao said.

Su Zifeng completely understood that it was not just Bing Xin and Zhong Xin who were linked to each other. Leader Fang also wanted to join forces with Changdian, but Leader Wang was obviously not happy.

She ate the melon quietly, wanting to find out.

"Industrial development cannot be separated from everyone's collective efforts. If Mr. Wang is not willing to deepen cooperation with Ice Core, I will not force it." Fang Zhuoxian expressed his position and then said, "But no matter what, Ice Core will increase the development of advanced packaging. ”

Wang Xinchao stared at Yi Ke Laomo opposite, his thoughts turned, and he said: "Jangdian Electronics has already made greater investment in advanced packaging, and we are confident that we can do this well."

"I can't wait any longer." Fang Zhuo said slowly, "If Mr. Wang is really unwilling, Bingxin can only find new partners, such as STARS Chippac in Singapore."

Wang Xinchao was furious. STATS Chippeng was the target of Changdian's planned acquisition.

If Bingxin cuts off Xingke Jinpeng, then...

Then there is really nothing I can do!

"I'm not as capable as you, and not as rich as you, but I'm just not convinced!" Wang Xinchao stood up and expressed his attitude.

But just as he was about to leave, someone opened the door and came in. It was Zhang Rujing who came from Qindao.

"I've just arrived and you have to leave. I have Mr. Su today. Mr. Su, long time no see." Zhang Rujing noticed the smell of gunpowder as soon as he entered the door. He took Wang Xinchao's arm and said hello to Su Zifeng, whom he met.

Su Zifeng stood up and shook hands with Zhang Rujing. When she returned to her seat, she said in a low voice to the other party: "Mr. Fang is really broad-minded. You want me to watch the show."

"I didn't expect Mr. Wang to be so angry, but it's okay." Fang Zhuo replied: "I act openly and tell others everything I have to say."

Su Zifeng had to express his admiration for the leader of the Fang Alliance in Mainland China from all aspects.