Chapter 1350: hesitate

Ernst. Feng. Siemens finally waited for Tan Zhenhua when the Oktoberfest opened.
In the previous meetings, Tan Zhenhua sometimes acted like a handsome but obsessed dandy, and sometimes like an aggressive and paranoid who doesn’t know how to converge. These are all in line with his acquisition at such a young age. He has a hugely successful identity and experience background, but it is also hard to believe that he is behind all the sinister plans.
In other words, at least he is not alone. A more reasonable inference is that he is the spokesperson and executor put forward by a certain group in China.
But this time meeting gave Ernst a completely different feeling.
He found that this young man had an extra temperament, which made him more gentle and more tactful in his negotiations with him, but his position was also firmer. This kind of temperament is difficult to accurately describe in words, but the old Ernst knew that it made this young man more difficult to deal with.
Regarding the "DRAM war" that is raging in Europe, Tan Zhenhua said that he cannot act as a mediator. Although he has a little influence in this industry, there are too many predators in this industry, and his reputation and qualifications are not equal. It’s not enough to make him qualified for this role. Although he himself has a good relationship with Toshiba, he has not been able to influence his company’s decision-making on specific industries. As for Nan Korea, I’m sorry, he doesn’t know him alone. So I’m sorry, Mr. Ernst, I’m overwhelmed by your request.
As for the business of OEM memory particles for Toshiba, it is a completely normal business practice. "Huaxin Microelectronics" announced at the beginning of its establishment that the company’s main business direction is to do OEMs for various semiconductor companies and earn money. It's just a processing fee. How can I not accept an order? Mr. Ernst’s request for us to stop OEM for Toshiba is too much. This will not only cause us to breach the contract with Toshiba and face a huge breach of contract compensation, but also make it difficult for our company to work in semiconductor OEM. The customer trust accumulated in the field is lost. If we do this, will there be customers who will trust us in the future and give us orders?
So, Mr. Ernst, I personally think that memory particles are too sensitive to the requirements of capital, process technology, and manufacturing costs. These are not areas where relatively high-cost Europeans are good, and this type of product In the current complex market competition environment, profitability is actually limited. A little poor management is more likely to cause huge losses. Therefore, I suggest that Siemens can consider giving up this area of ​​business and focus on being more professional and better at In the field, if Siemens intends to sell its fab, "Huaxin Microelectronics" is willing to negotiate with it.
Don’t tell me, Tan Zhenhua’s seemingly impolite suggestion was really seriously considered by Ernst and Dr. Karl Hunts. In modern Western business management theories, there has never been "a young man selling his father’s land." "It's the prodigal behavior. This theoretical system believes that companies need to constantly adjust their organizational structure and product direction to adapt to changes in the market environment, invest in new profit growth points, and resolutely cut off the lack of profit contribution to the company. Or projects and departments that have become a development burden.
This is also the reason why Western companies split, merge, and reorganize so frequently. It is also through the implementation of such methods that Western companies are more likely to have industry-leading leadership capabilities.
For the current Siemens, if they really consider withdrawing from DRAM pellets, an industry that has become a source of huge losses for the entire company, then the remaining capacity required for the semiconductor device business only needs to be located in this fab in Munich. It can be satisfied, and there is really no need to keep the other 4 fabs distributed around the world. Moreover, the construction cost of the fab, the investment in equipment update and maintenance, and the daily operation cost are quite huge. If someone is willing to take over and sell a suitable price when the company no longer needs it, this is completely in line with Siemens Good things for interests.
But it is quite difficult to make such a decision.
DRAM chip is one of the basic chips of the semiconductor industry. Its market application range is wide, and its production and sales are very huge. For this reason, this kind of chip has become a product that every semiconductor manufacturer attaches great importance to. Huge investment in this industry and fierce market competition have also led to this chip being dubbed "semiconductor financial products" in the industry. Those with strong non-financial and technical strength are not qualified to be players of this product.
From a global perspective, the United States, Japan, and South Korea are the three most important mainstream forces for this product. But from another perspective, these three mainstream forces are actually inextricably linked. Whether it is the challenger of the U.S. semiconductor hegemony, or the South Korea, who was fostered by the U.S. people to act as a fighter attacking the U.S., fundamentally speaking, in the end, they will inevitably be manipulated and restricted by the U.S. people!
Old Ernst, or the European elite, actually saw it very clearly. The war launched by the Japanese against the Americans to challenge their semiconductor hegemony was just about family leadership and between Laozi and his two sons. It’s just an internal battle for power. Although it seems to outsiders to be very lively, if it is the moment when the Americans need to make a decision to deal with dissidents, even if the two "sons" have opinions in their hearts and are reluctant, they will eventually be Will become a "concerted action person" for Americans.
So, who is this "alien"?
Soviet Russian?
From the perspective of the global situation, of course yes. Soviet Russia is the biggest enemy in the entire Western world, but this enemy is too weak in the semiconductor industry. They even insist on building them with electronic tubes, which are "old" components. It’s a bit harder to say that the electronic equipment of the United States has been dumped so that you can’t even see the taillights of the advanced semiconductor manufacturing industry.
What about China?
China’s electronics industry was established on the basis of the initial assistance of Soviet Russia. Although there have been some shining points in these years, the distance from the world’s advanced level must be calculated by the generation difference of ten or even twenty years, at least short During this period, it is impossible to be regarded by the Americans.
Who else? Isn't there no competitors?
In fact, there is, this competitor is called the "European Community".
In fact, the elites of old Europe know very well in their hearts. With the current fragmented status of Europe, so many countries with limited population and land area, wanting to fight independently against either the United States, the Soviet Union or China is a foolish dream. To make a louder voice on the international stage and strive for more rights and interests, then we must unite and become a unified organization.
After all, no one hopes that he can only be a follower in his life, not to mention that this follower had a broad vision from his ancestors.
Therefore, the "European Community" has always been one of the active promoters of multipolarization in the world, and the united Europe can indeed compete with the world in terms of economy, technology, and military. In other words, Philips, Siemens and STMicroelectronics in Europe are also powerful.
However, Siemens is the only one that can produce memory particles and is also producing memory particles? If Siemens abandons this industry, won't the Europeans be caught by the Americans?
With the urinary of a U.S. citizen, since he got his neck stuck, wouldn't he be able to toss Europe to death as he pleases?