"AMD's own Grofontein fab has too poor process level and low yield rate. You can only find foundries for mid-to-high-end chips."

Zhu Changlin analyzed: "With the old rival relationship between AMD and Intel, the two sides are destined to be impossible to cooperate, so AMD contacted TSMC. But TSMC's advanced production capacity was given priority to Apple and Nvidia, as well as our non-existent Kunpeng 916 SOC!"

"Hahaha." Wang Yi smiled.

Now TSMC does not think that Xingyi Semiconductor will produce 14 nanometers next year, and the industry does not think that Xingyi Semiconductor can produce 14 nanometers.

Lao Zhang feels that Xingyi Technology’s Kunpeng 916’s super large order can only be handed over to TSMC, using TSMC’s 16-nanometer process.

Zhu Changlin continued: "At TSMC, AMD is only a second-level major customer, and can only pick up the remaining second-rate production capacity. We only need to give AMD's first-level major customers treatment and get their orders without any problem!"

Yu Longxing, director of the graphics card department, also agreed: "And our Xingyi Semiconductor is not only a mass production chip, but also a complete set of foundry systems for PCB motherboards. AMD can only produce chips at most when looking for TSMC to produce, and subsequent heat dissipation and PCB motherboards have to do it themselves. If we ask us to produce, we can directly get the finished CPU and graphics card!"

Wang Yi nodded: "Yes, this is our advantage. Another advantage is that the local market is strong. We have one-fifth of the world's users and the second largest consumer market in the world. AMD asked us to manufacture OEM, and after production, we can directly send it to AMD's warehouse centers in various places in China through Xingyi logistics system, or go to Xingyi Warehousing Centers to go online to Douyin Mall for sale. We can all integrate these resources, which are our strong competitiveness!"

"Wonderful, in this way, TSMC is no match for us!" Williams praised.

TSMC's single business is chip foundry + packaging, that's all.

AMD's graphics card has to be dissipated by itself, PCB, etc., and assembled into graphics cards by itself.

But Xingyi Technology is different. It not only has chip foundry, packaging, but also has cooling module foundry, PCB motherboard foundry, which can directly produce the finished graphics card products for delivery.

There is also a powerful Xingyi logistics system. AMD does not need to be transported back for distribution at all. It directly connects to Xingyi Logistics from Xingyi Semiconductor's factory and directly distributes it to AMD warehousing centers across the country through Xingyi Logistics.

At that time, AMD only needs to transport overseas chips away, with direct distribution in China and one-stop service.

There is also Douyin Mall. AMD's store in Douyin Mall is even simpler. After it is offline from the factory, it will be delivered directly to the storage centers of Douyin Mall, which will be even more convenient.

In this way, not only does AMD cost less, but its efficiency is also greatly improved.

It took many turnovers before, and it took a long time to distribute the goods, but it was much easier with Xingyi Technology.

And Xingyi Technology can also make more money.

Not only Xingyi wafer factory can earn chip OEM fees, but also graphics card assembly fees, cooling OEM fees, PCB OEM fees, Xingyi logistics transportation fees, Douyin Mall commissions, etc.

TSMC can only make money once, and Xingyi Technology can make N times.

Key customers can save money and support them strongly!

This is the gap between single business and resource integration.

It is also Wang Yi's original intention for diversified development.

"Just follow this idea and connect with AMD, it is best to win all the chip orders AMD has given to TSMC!"

"Okay!" Zhu Changlin responded.

As for helping AMD produce, will it acquire enemies and make AMD an opponent of Xingyi Semiconductor?

Wang Yi was not worried about this at all, or it was useless to worry about it.

After all, Xingyi Semiconductor will not produce AMD, and TSMC will produce AMD. AMD will still develop and still be strong, and will still be a rival to Xingyi Semiconductor!

And TSMC has also increased its revenue and profits soared because of the large orders of AMD, which is not conducive to Wang Yi's plan to kill TSMC!

It can be said that if AMD does not produce any OEM, there will be no benefit.

Instead of doing this, it is better to grab TSMC's orders and produce AMD's OEM, at least make more money and can suppress TSMC.

Why not do it?

The most important thing is that next year, AMD's graphics cards and CPUs will still have 28nm process, while Xingyi Computer's CPUs and graphics cards will all be upgraded to 14nm process!

Without upgrading the 14-nanometer process, AMD is no match for Xingyi Technology, let alone so much poorer process!

Moreover, next year, Xingyi Semiconductor's new flagship chips will turn to the 14-nanometer process and will be manufactured by two wafer factories in Shenzhen. So, in addition to producing mid- and low-end chips and producing them for Huawei, there will be a large number of vacant products, just for AMD to produce them.

But by the year after that, Huawei and AMD will have to produce 14-nanometer processes.

It can be said that next year will be AMD's worst year, no doubt.

The zen architecture has not made any breakthrough and faces a double victory over Xingyi Semiconductor and Intel's 14-nanometer process, which is a terrible sight!

Also sad is Qualcomm.

Their new flagship Snapdragon 810 next year and TSMC's 20-nanometer process will also be a big failure, and they will face a 14-nanometer double defeat from Xingyi Technology Kunpeng 920 and Apple A9!

There is no way, you cannot produce it yourself, and you need to work with a third party, so you have to be controlled by others!

Especially next year when TSMC is promoting the 20-nanometer process, Samsung and Xingyi Semiconductor skip 20-nanometer without being ruthless, directly 14-nanometer, which is a way to put TSMC in!

The 16-nanometer TSMC will not be mass-produced in July next year, which is much slower.

"Chairman, AMD has no big problems. However, our Kunpeng 910, CPU and graphics cards are now produced more, and the inventory is backlogged. We have to reduce production in the future and a large number of production lines are vacant. So what should we do?"

Wang Yi waved his hand: "It's okay, this year's 28-nanometer production capacity is full. After enough inventory, a large number of 28-nanometer production lines will be cut off at the end of the year and upgraded to a 14-nanometer production line!"

"Next year, our 28nm production line will not be able to grab TSMC's 20nm orders, but when it comes to the 14nm production line, TSMC is no match for us!"

"Yes, once the 14-nanometer production line is released, all customers will smash orders. We will produce our own chips in large quantities in the early stage, and then design 14-nanometer chips for them to produce. This is safe! The key is when the 14-nanometer will be put into production? Whether it can be done!" Williams said.

Wang Yi smiled: "You must believe Mr. Hu's strength! You should win AMD's chip order first."

"Out of respect for AMD, I'll go there in person!" Zhu Changlin said.

Wang Yi waved his hand: "Old Zhu, at this time, you should not go abroad to wander. Let the president or vice president of Xingyi International go."

"Franz Quentin, vice president of Xingyi International, is suitable. Currently he is responsible for Xingyi Semiconductor's international business and connecting with major customers. Chip orders for customers such as Sony, LG, Nokia, etc. are currently developing and connecting with Franz Quentin."

"Okay, it's him. He will also be responsible for the subsequent foundry business of Xingyi Semiconductor!"

Wang Yi is very optimistic about Franz Quentin.

Former Qualcomm vice president is quite capable and should have won many battles, but unfortunately, he met Wang Yi, a cheater, and ended up losing repeatedly.

In the end, Qualcomm was treated as an undercover agent of Xingyi Technology and was swept out.

Franz Quentin joined Xingyi Technology in anger and was entrusted with important tasks by Wang Yi.

Franz Quentin did not disappoint Wang Yi. As soon as he joined Xingyi Semiconductor, he brought many Qualcomm's major customers...

Many of Qualcomm's international customers were pioneering and maintaining Franz Quentin before. Now that they have had a falling out with Qualcomm, they naturally gave it to Xingyi Semiconductor.

Of course, the most important thing is that Qualcomm has been too straits in recent years and is far inferior to Xingyi Semiconductor.

In addition, Franz Quentin mediated from it, and international customers such as LG, Sony, Sharp, and Nokia not only purchased Xingyi Semiconductor's Kunpeng chips, but also began to purchase Kunpeng chips in mid- and low-end chips.

Then, Wang Yi called Franz Quentin and explained the matter clearly.

Franz Quentin was very happy: "Chairman, don't worry, I will definitely win AMD's chip orders. And we can also try to win not only AMD's chip orders, but Sony's chip orders."

Wang Yi's eyes lit up: "Yes, Sony also has many chip orders, especially next year, Sony will launch the picture quality chip X1, which requires a 28-nanometer process. You can talk about it more."

"Okay, Chairman, I will definitely take it all!" Franz Quentincin guaranteed.

Immediately asked the secretary to contact AMD and set off.

Wang Yi remembered the picture quality chip and asked again: "How is the development of our Xingyi TV's picture quality chip?"

George replied: "Chairman, our image quality chip X1 has been developed successfully. It has been leaked and performed very well. But I have an idea, can I directly integrate the image quality chip into the SOC chip Kunpeng 910C and make it into a special TV chip Kunpeng 910V!"

“Integrated into SOC chips!”

Wang Yi thought for a while: "This method is good. The X1 picture quality chip is equivalent to a baseband module. It is integrated into the 910C, which is similar to the 910 SOC!"

"Yes, Chairman, so that our chip can realize the functions of two chips, TV processor chip + picture quality chip, with one chip."

Currently, smart TVs only have one processor chip.

Even the second generation of Xingyi TV is the same.

But starting next year, Sony will launch a professional image quality enhancement chip X1, which will be a processor chip + an image quality enhancement chip X1.

The existence of X1 can support 4K HDR, greatly improving image quality performance.

Similarly, LG, Samsung, and Hisense will launch their own picture quality chips to improve picture quality performance.

But they are all separate from SOC.

This disadvantage is that it requires two chips, which are costly, low integration and high power consumption.

So George thought was clear and directly packaged the image quality chip into a SOC chip and made it into a chip. In this way, many modules can share one set, greatly improving the integration and greatly reducing power consumption.

For example, Sony, Hisense, and Samsung's approach is similar to the past processor chip, and then an external baseband chip is plugged in.

George's idea is to directly integrate the baseband into the SOC.

This is undoubtedly a huge progress and a good direction for development.

"Yes, integrate it, it will be cheaper and more energy-efficient!" Wang Yi agreed very much.

A picture quality chip is like a baseband chip that is completely better than integrating into the SOC.

Especially the Kunpeng 910C has no baseband, so it has already vacant some area, which can just package the X1 picture quality chip to achieve integration and make it into Kunpeng 910V!

In the future, Kunpeng 910 SOC, CPU + GPU + baseband, dedicated to mobile phones.

Kunpeng 910C, CPU + GPU, no baseband, dedicated to tablets.

Kunpeng 910V, CPU + GPU + picture quality chip, dedicated to TV!

The biggest feature is that the image quality chip is added, which makes the display effect a qualitative leap.
To be continued...