Wealth

Four people were sitting in the presidential suite of the hotel talking about the mobile phone industry. It happened that the new issue of "Daily Finance Topics" was being played on the big screen rear projection in the living room. After Wang Rongchang saw the new host Zi Qi who was hosting inside, he couldn't help but said in surprise, "She is not in your new Silk Road Entertainment Company. Do you work? Why did you return to CCTV?"

"In the entertainment industry, there is no future. It is nothing more than a part-time job." Fan Wuyao explained. "It's also good to have a financial column. At least it is a good channel for collecting various financial information. Work is also easier."

Zi Qi’s original intention is actually to enrich herself and learn more, otherwise a relatively boring entertainment host is really not challenging. If she was a young girl, she was very famous. Now If you need to improve your taste and image, you need to do some technical work. The position of host of the financial column really suits her.

By coincidence, Zi Qi is discussing the price of computer memory chips that everyone cares about with two figures in the financial world.

Looking at the global memory dRam market price last year, from the 64mB per chip at the beginning of the year, it fell to about nine dollars per chip in September, which was less than 80 yuan, and then stabilized until the end of the year. Less than ninety yuan.

Analyzing the main reasons for the memory stabilization after September last year, there are two main reasons. The first is that the large Korean manufacturers of memory have begun to gradually limit production since June last year. Samsung, the world's largest memory manufacturer, suspended production for ten days during the summer.

Under the situation that various manufacturers around the world have produced oversupply, South Korean manufacturers believe that despite their low production costs, continuing to produce at full capacity will only further reduce the price of memory, which will fundamentally threaten their own interests. Only by limiting production to turn the tide.

The second reason for the stabilization is that the s98 launched by Microsoft has become the mainstream system for installed computers. The advent of in98 has driven the sales of personal computers in the US and Japanese markets. According to estimates by a well-known American company, the global sales of personal computers in the fourth quarter of last year increased by about 12% over the same period of the previous year.

Nevertheless, most people believe that the price of the global memory market will not change much this year. According to the analysis of the Japanese company, this year, only partial mhz clocked 64mB memory may be in short supply, and the rest will not change much. Many analysts also believe that the demand for memory in the market will stabilize in the second half of this year. Some securities analysts even believe that from the second half of this year, the price of memory may fall again.

Wang Shihan is responsible for the production of computer memory chips for the three partners. After watching the interview on the TV column, he also expressed a little depressed that although the company’s production situation has been very good recently, it has been affected by the continued decline in international memory market prices. Although the number has gone up, there has been no increase in revenue.

"The statistics chart of the world semiconductor market recently released by sTs shows that this year is not expected to pass the previous level of 27 billion US dollars. Its statistics and analysis also show that due to the continuous increase in the production of memory, the overall price trend is only It won’t increase.” Wang Shihan said to everyone, “Although we will not lose money. But the investment is not proportional to the return. I also plan to follow the example of South Korean manufacturers and reduce the production volume.”

Maximus took the lead in expressing his attitude, "The necessary reduction in production is an important means to maintain our profits. Now that Samsung has reduced production, compared with TSMC, it will also reduce production, so if we reduce production again, the price of domestic memory chips will obviously be gradually The recovery is good for everyone, and I agree with this decision."

Fan Wubing did not comment on this decision, but he always felt that something was wrong in his heart. He didn't know where the problem was. All in all, he seemed to feel that the memory market has basically bottomed out, but it caused the price of memory chips to rebound. What is the timing?

In fact, at this time, everyone is eager to reduce production. Some analysts pointed out earlier that South Korea’s Samsung, which has invested a lot of money in semiconductor production and scientific research and dominated the world market, will make its 64mB memory production better this year. Large growth in order to recover its previous investment. In recent years, the American gy company, which has sprung up, will also be producing at full capacity. The company has long claimed that it has the technology to produce memory at a lower cost and the means of global oem.

Another force that cannot be ignored is the semiconductor manufacturers in Taiwan, China, in the general environment of the global semiconductor industry recession. Taiwanese manufacturers continue to purchase a large number of advanced semiconductor production facilities, and continue to have new production lines coming out. Many people in the industry also pointed out that Taiwan’s semiconductor production is likely to become one of the world’s four largest production bases alongside the United States, Japan, and South Korea after entering the 21st century.

Out of competition and their respective commercial interests, if you reduce production, I will increase production, and if you sing it, I will appear on the stage. For the high initial investment in the semiconductor industry, manufacturers are unwilling to see their equipment idle in vain. At present, Japanese manufacturers have begun to join forces to share investment risks and continue to promote their semiconductor production, which of course also includes the production of memory chips.

"Okay, overall, the annual memory price will not change much. In the world market, 64mB memory will still be sold at a price of about ten US dollars. It is expected that the price of memory in the world market may be possible in the second half of this year. There is a drop again. The above are the opinions of today’s experts in the daily financial interview column. Thank you for watching and thank you experts. We will meet again tomorrow at the same time.” Zi Qi on the screen looks mature, dressed up as a professional woman, with a special charm, especially The language is precise and capable, and the thinking is clear, which makes people feel refreshing.

At the end of the column, the music rang, and then a string of unreadable subtitles appeared in front of her eyes. Zi Qi on the screen was packing up the information while talking to the interview experts. Fan Wubing saw this habitual At the end of the show, I couldn't help but smile a little.

When is it all, CCTV is still doing the same thing, even if it is a few advertisements, it is beneficial, there is really no need for it. Or is this to strictly control the time of the column?

In any case, these people present gave a relatively high evaluation to the new "Daily Financial Interview" column, Zi Qi, Wang's uncle and nephew said that the standard of the host of the 6th financial column is also relatively high. What's more, the program is more natural, with strong viewing and practicality, and the language is quicker, and the efficiency is relatively high. It is much better than the island's financial columns that often do some lace news.

"Those female hosts in Taiwan are soft and weak in speaking, and are typically big-headed and brainless. They are too laborious to deceive ordinary people. Don't say they can serve us as a reference." Wang Rongchang criticized unceremoniously.

"I can't say that. CTV and Taiwan TV still have a few beautiful female hosts —" Wang Shihan said haha.

Maximus shrugged and said, "I rarely pay attention to this kind of column. I only trust the investigation data of the intelligence department and the analysis results of the experts. Of course, what I believe most is the decision of Mr. Fan."

After listening to Maximus's words, Wang Rongchang's nephew smiled and nodded, saying that Mr. Fan's decision has never been wrong, and he has benefited from it.

Fan Wubing waved his hand, but he was thinking of other things.

Fan Wubing didn't agree with Wang Shihan's proposal to reduce the output of memory chips. He suddenly thought of it just now. In the second half of the year, something happened in Taiwan that led to a sudden increase in chip prices, which caused the price of the Big 6 memory market to rise several times. A memory stick with the lowest price of only 70 yuan in Zhongguancun The market once rose to a high price of 1,400 yuan.

Among the current 26 semiconductor manufacturers in Taiwan, 13 produce dRam. Among them, companies such as Powerchip, Mosel, World Advanced, and World Semiconductor Corporation have a monthly processing capacity of about 20,000 to 30,000 pieces of 8-inch silicon wafers, and the scale is relatively small. Thirty percent of Powerchip’s dRam is produced for Japan’s Mitsubishi Corporation. After Mitsubishi’s packaging and testing, the products are marked with the Mitsubishi Corporation’s trademark and are sold by Mitsubishi, and do not flow to the spot market.

Similarly, the fourth branch of Winbond, which specializes in the production of dRam, produces 50% of its products for Toshiba, Japan. It is included in Toshiba's production under the Toshiba trademark. Promoter Technology, which is second only to Winbond in terms of output, is controlled by more than half of the shares of Mosel. 60% of its products are owned by Mosel, and the rest is owned by Siemens, a new company specializing in the production of semiconductor devices. There is basically no Proud brand of dRam on the market.

Among Taiwanese manufacturers, companies that export dRam to the United States include Winbond, Mosel, Nanya Technology, Advanced World, and Etron. Among them, the world's advanced technology is relatively backward and the production cost is high, so the price of dRam exported to the United States is also the highest, but its quantity is small. Chuangyu's price is cheap, but its export volume to the United States is not large.

Taiwan's dRam production plant keeps pace with the global trend. In the fierce competition, small manufacturers with poor efficiency are eliminated, leaving only manufacturers with large output and low cost.

There are divergent opinions among the media regarding the share of Taiwan’s semiconductor industry in the global market. The Wall Street Journal stated that Taiwan’s chip production currently accounts for 10% of the world’s total. The Taiwan Industrial Technology Research Institute reported that Taiwan’s semiconductor production last year was NT$283.4 billion, or about US$8.4 billion.

At present, in the production of dRam, the joint production group of South Korea's Samsung, American Microtechnology Corporation, South Korea's Hyundai and South Korea's Venus, as well as the newly merged Japanese and Hitachi joint production company of dRam, together account for more than the global market share. However, these manufacturers are all independent manufacturers and rarely rely on Taiwanese semiconductor manufacturers. Toshiba and Mitsubishi, which rely on Taiwanese production, account for only 67% of the world dRam market, while Taiwanese manufacturers account for the world's dRam market. About five percent.

Taiwan's semiconductor manufacturers rely mainly on OEMs for major companies in the United States, Japan, and Europe. They are only involved in part of the process of chip production. Some Taiwanese semiconductor manufacturers have only post-process capabilities, that is, they can only undertake packaging, testing, and aging processes. After the semi-finished products produced by the American and Japanese factories arrive at these factories, they will do the post-processes that require more manpower. The finished products are printed with the trademarks of American, Japanese, and European factories to enter the world market, and Taiwanese manufacturers only charge processing fees. Some Japanese manufacturers submit the designed layouts to Taiwanese manufacturers for production, and the final inspection and aging processes are completely done by themselves to ensure the quality of the products. For the commissioned chips, Taiwanese manufacturers have no marketing power at all.

This has resulted in Taiwan's semiconductor manufacturers occupying a certain position in the world's dRam production, but they have no absolute control rights. But it is precisely for this reason that if there is a problem in Taiwan's production process, it is the production of memory chips in the entire world that will be directly affected.

Fan Wubing patted his head. Although he could not figure out what caused the increase in the price of memory chips, he obviously had a deep impression of this incident in his memory, or it was rebirth twenty. Over the years, trivial matters have caused some of my memories to be missing?

But there is one thing he remembers very clearly~www.wuxiamtl.com~ Before he was reborn, one of his high school classmates from a poor family worked in Beijing because he had two boxes of goods pressed when the price of memory chips was low. As a result, the price of memory chips skyrocketed, and the young man suddenly turned over. Not only did he buy a house in the capital, but he also took a beautiful wife. This was a good talk among his classmates, and he naturally couldn't forget.

No matter what causes the price of memory chips to skyrocket, it doesn't matter. What is important is whether you can adopt Wang Shihan's suggestion and really reduce the production of memory chips in the Hangzhou factory.

Thinking of this, Fan Wuyao made a decision and said to Wang Shihan and others, "As a major shareholder, I have made the following decision."

Wang Shihan and the others were all refreshed, and the heart and Daofan had no major decision, otherwise they would not speak to everyone so solemnly, so they all sat down and listened.

"Reduce shipments and publicize that Fan Investment Group's memory chip factories will reduce production with major companies." Fan Wuyao looked at the three people present, and said solemnly, "At the same time, increase the purchase of raw materials and make full use of Horsepower produces memory chips and spares no effort to reserve them."

"Full reserve?" The three of them were stunned after hearing Fan Wu's decision.