Four people were sitting in the presidential suite in the hotel talking about the mobile phone industry. It happened that the new episode of "Daily Financial Topics" was being played in the large screen in the living room. After seeing the new host Zi Qi who was hosting it, Wang Rongchang couldn't help but say in surprise, "Didn't she work for your New Silk Road Entertainment Company? Why did she return to CCTV again?"

"If you are stumbled in the entertainment industry, you have no future. You are just working for others." Fan Wubing explained, "It is actually good to start a financial column. At least it is a good channel to collect various financial information, and the work is easier."

Zi Qi's original intention is actually to enrich herself and learn more. Otherwise, a relatively boring entertainment host would be really not challenging. If she was young, it would be great to have a reputation. Now she needs to improve her taste and image, and she needs to do some technical work. The position of host of the financial column is indeed very suitable for her.

It happened that Ziqi was discussing with two financial figures about the price of computer memory chips that everyone is more concerned about at present.

Looking at the global memory Dram market price last year, it fell from 64mb at the beginning of the year to about 9 US dollars per piece in September, less than RMB 80, and then stopped falling and stabilized, and it remained stable at a little more than US$10 by the end of the year. It was less than RMB 90.

There are two main reasons why memory stops falling and stabilizes after September last year. One is that the large memory manufacturer, South Korea, has gradually started to produce in limited quantities since June last year. Samsung, the world's largest memory manufacturer, stopped production for ten days during the summer.

In the situation where manufacturers around the world produce more and more products, Korean manufacturers believe that although their production costs are low, continuing to produce at full capacity will only further decline the memory price, which will fundamentally threaten their own interests. They can only turn the tide through production restrictions.

The second reason for the decline was that the indos98 launched by Microsoft began to become the mainstream installed system. The launch of in98 has driven the sales of personal computers in the US and Japanese markets. According to the famous IDC company in the United States, global personal computer sales increased by about 12% in the fourth quarter of last year compared with the same period last year.

Despite this, most people believe that the price of the global memory market will not change much this year. According to Japanese nec analysis, only local 1oomhz main frequency 64mb memory may be in short supply this year, and the rest will not change much. Many analysts also believe that the market demand for memory will stabilize in the second half of this year, and 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 of the three partners. After watching the interview on the TV column, he also said with some depression that although the company's production situation has been very good recently, it has been affected by the continuous decline in international memory market prices. Although the sales volume has increased, the revenue has not increased.

"The world semiconductor market statistics chart recently released by sts shows that this year is expected to not exceed the previous level of 27 billion US dollars. Its statistics and analysis also show that due to the increasing production of memory, the overall price trend is only falling but not increasing." Wang Shihan said to everyone, "Although we will not lose money, investment is disproportionate to the returns. I also plan to follow the Korean manufacturers and reduce production volume."

Maximos took the lead in expressing his attitude, "The necessary production cuts are an important means to maintain our profits. Since Samsung has cuts production, it will also cut production compared to TSMC. Then, when we reduce production, the domestic memory chip prices will obviously gradually recover, which is beneficial to everyone, and I agree with this decision."

Fan Wubing didn't agree with this decision, but he always felt something was wrong in his heart and didn't know what the problem was. In short, he seemed to feel that the memory market is basically about to bottom out, but what is the timing to cause the price of memory chips to rebound?

In fact, it is a last resort for everyone to compete to reduce production at this time. Earlier, some analysts pointed out that South Korea's Samsung, which has invested a lot of money in semiconductor production and scientific research and dominated the world market, will increase its 64mb memory production this year to recover its early investment. The US Micomo1ogy, which has emerged in recent years, will also be able to produce at full capacity. The company has long claimed that it has the technology to produce memory at a lower cost and the global OEM method.

Another force that cannot be ignored is that Taiwan's semiconductor manufacturers in China. In the context of the global semiconductor industry, Taiwanese manufacturers continue to purchase large quantities of advanced semiconductor production settings and continue to emerge. Many industry insiders also pointed out that Taiwan's semiconductor production may become one of the four largest production bases in the world 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 finish singing, I will appear. For the high initial investment in the semiconductor industry, manufacturers are unwilling to see their equipment idle. 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 memory price will not be too much. In the world market, 64mb memory will still be sold at a price of around ten dollars. It is expected that the price of memory in the world market may fall again in the second half of this year. The above is the opinions of experts today in the daily financial interview column. Thank you for watching. Thank you for seeing it. We will see you again at the same time tomorrow." Zi Qi on the screen looks much more mature in a professional woman outfit, with a unique charm, especially the language is accurate and capable, with clear ideas, which makes people feel refreshed.

The music at the end of the column started to sound, and then a string of unseen subtitles appeared in front of me. Zi Qi on the screen was packing up the information while talking to the interview experts. Fan Wubing couldn't help but smile when he saw this habitual ending scene of the program.

When is it that CCTV is still doing this old trick? Even if it is inserted into a few advertisements, it is beneficial. It is really unnecessary. Or is it to strictly control the time of the column?

In any case, the people present gave relatively high comments to Ziqi, who was newly launched on the "Daily Financial Interview" column. Wang's uncle and nephew both said that the host of the financial column of Big 6 is also relatively high, and the program is also natural, with strong viewing and practicality, and is faster and more efficient. It is much better than the island's financial columns that often make gossip news recharges.

"The female hosts in Taiwan speak softly and weakly, and have typical big and brainless breasts. It is difficult to deceive ordinary people. Don't say that they can play any reference role for us." Wang Rongchang criticized bluntly.

"I can't say that, there are still a few beautiful female hosts from China TV and Taiwan TV-" Wang Shihan said with a haha.

Maximos shrugged and said, "I rarely pay attention to such a column. I only believe in the investigation data of the intelligence department and the analysis results of experts. Of course, what I believe most is Mr. Fan's decision."

After hearing Maximos' words, Wang Rongchang's uncle and nephew nodded with smiles, saying that Mr. Fan's decisions never go wrong, and he benefits a lot.

Fan Wubing waved his hand, but he was thinking about something else in his mind.

Fan Wubing did not agree with Wang Shihan's proposal to reduce the production of memory chips. He suddenly thought about it while thinking about it. In the second half of the year, it was because something happened in Taiwan that the chip price suddenly rose, causing the price of the Big 6 memory market to rise several times. At the lowest price, the memory stick price was only 70 yuan, and it once rose to a high price of 1,400 yuan in the Zhongguancun market.

Among the 26 semiconductor manufacturers in Taiwan, thirteen produce Drams. Among them, Lijing, Maosi, World Advanced, and Shida Integrated Circuit have a monthly capacity of about 20,000 to 30,000 pieces, which is relatively small in scale. Thirty percent of Lijing's Drams are produced for Mitsubishi, Japan. The products are packaged and tested by Mitsubishi, and are labeled as the Mitsubishi Company. They are sold by Mitsubishi, and do not flow to the spot market.

Similarly, 50% of the products of the fourth branch of Huabon, which specializes in producing Dram, are produced by Japan Toshiba. It is included in Toshiba's production under the Toshiba trademark. The production is second only to Huabon. More than half of the shares are controlled by Mao Si, 60% of its products belong to Mao Si, and the rest are newly distributed by Siemens, which specializes in semiconductor devices. There is basically no Mao Si brand Dram in the market.

Among Taiwanese manufacturers, companies such as Huabang, Mausil, South Asia Technology, World Advanced and Yuchuang are exporting Drams to the United States. Among them, the world's advanced technology is relatively backward and the production cost is high. Therefore, the Drams that are exported to the United States are also the highest, but their quantity is smaller. Chuangyu is cheap, but the quantity of which is exported to the United States is not large.

Taiwan's Dram production plants are synchronized with the world trends. Small manufacturers with poor efficiency in the fierce competition were eliminated, leaving only manufacturers with large output and low cost.

There are many different media opinions about the share of Taiwan's semiconductor industry in the global market. The Wall Street Journal said that Taiwan's chip production currently accounts for 10% of the world. Taiwan's Industrial Research Institute's production of semiconductors last year was NT$283.4 billion, or approximately US$8.4 billion.

At present, in terms of Dram production, Samsung, the United States Microtechnology Company, the joint production group of Hyundai and Venus of South Korea, and the newly merged Japanese Nec and Hitachi jointly produce Dram, the four companies account for more than 80 market share in the world. However, these manufacturers are independent production and rarely rely on Taiwan semiconductor manufacturers. Toshiba and Mitsubishi, which rely on Taiwan, account for only 67% of the world Dram market, while Taiwanese manufacturers account for about 5% of the world Dram market.

Taiwan's semiconductor manufacturers mainly rely on OEM for large companies in the United States, Japan and Europe. They only participate in part of the chip production process. Some Taiwanese semiconductor manufacturers only have the post-process capability, that is, they can only undertake packaging, testing and aging processes. After the semi-finished products produced by the United States and Japan factories arrive at these factories, they will do post-process processing that requires a lot of manpower. The finished products are printed on the trademarks of the United States, Japan and Europe factories and enter the world market, and Taiwanese manufacturers only charge processing fees. Some Japanese manufacturers hand over the designed territory to Taiwan manufacturers for production, and the final inspection and aging processes are completely done by themselves to ensure the quality of the product. Taiwanese manufacturers have no marketing power for commissioned chips.

This has caused Taiwanese semiconductor manufacturers to occupy a certain position in the world's Dram production, but they have no absolute control. However, it is precisely for this reason that once there is a problem in Taiwan's production process, the entire world's memory chip production will be directly affected.

Fan Wubing patted his head. Although he couldn't figure out what caused the price of memory chips to rise, his memory was obviously a deep impression of this matter, or the trivial matters that have been reborn for more than 20 years have caused some of his memories to be missing?

But he remembered one thing very clearly. Before he was reborn, a high school classmate from a poor family worked in Beijing because he stuffed two boxes of goods when the price of memory chips was low. As a result, the price of memory chips soared, and the young man turned over. Not only did he buy a house in Beijing, but he also bought a beautiful wife. This was a story among his classmates, so he naturally couldn't forget it.

No matter what causes the price of memory chips to soar, it doesn’t matter. What’s important is that you cannot adopt Wang Shihan’s suggestion and really reduce production production of memory chips in the Hangzhou factory.

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

Wang Shihan and others were all excited and thought that Fan Wubing had any major decisions, otherwise they would not have spoken to everyone so seriously, so they sat upright and listened attentively.

"Reduce shipments and publicize to the outside world that the memory chip factories of Fan's Investment Group are all reducing production along with major companies." Fan Wubing looked at the three people present and said solemnly, "At the same time, we will increase the purchase of raw materials, and drive full power to produce memory chips, and make every effort to reserve."
Chapter completed!