Financial freedom starts with smiling at life

"President Jiang, next year will be a honeymoon period for the entire semiconductor industry. Conservatively estimated, chip growth can increase by about 6%, and that is without involving AI chip business. It can be said that there is great potential for domestic chips."

On a political level, I can understand why Beijing is opening its doors, easing bilateral relations, and strengthening political, economic, and cultural exchanges.

But in the business world, I really can't understand why Lei Jun would step forward and fire this shot. Wasn't he the one who touted Xiaomi's self-developed chips? Didn't he claim to be investing tens of billions in self-development?

What kind of trick are they putting on this time with Huang Renxun?

Jiang Beicheng had just finished the first round of his online duel with Huang Renxun when Chairman Zhao of Central International called him.

It was clear that Chairman Zhao was very unhappy and somewhat resentful.

Like Jiang Beicheng, people of Zhao Dong's level have firsthand access to policies and a very accurate understanding of changes in the international situation.

Judging from the current international situation, especially the relationship between Tokyo University and the United States, things have eased somewhat, which means that countries and regions led by the United States will also gradually ease their relations with Tokyo University.

The macroeconomic cycle of Tokyo University is about to enter a small peak period.

The semiconductor industry cycle is closely linked to the macroeconomic cycle.

Therefore, domestically produced chips will see their biggest market next year.

They also face a huge challenge: the impact of Nvidia once the door is opened.

In the past few years, the "chip self-rescue movement" has led to a deep integration of domestic chip manufacturers with enterprises under policy guidance, resulting in very large domestic demand.

Even with the doors open, many businesses are still taking a wait-and-see approach, as the information they have and the situation they are facing are not very clear.

We will still choose to continue cooperating with domestic chip manufacturers.

However, Lei Jun's grand reception of Huang Renxun in Beijing, and Xiaomi's signing of a purchase order for 6000 H100 chips with Nvidia, sent a clear signal.

The big hand of macro-control in Beijing has been temporarily withdrawn, returning the market to market entities.

The moment this signal was sent out, domestic companies began to proactively contact Nvidia.

In addition, Huang Renxun's "choose one of two" tactic with Jiangbei City forced domestic companies to further abandon alternatives to domestically produced chips.

Domestic AI practitioners who develop AI models with hundreds of billions or trillions of potential users will undoubtedly choose NVIDIA's high-performance chips.

Get your ticket to the AI ​​technology revolution as soon as possible.

As a result, not only the core consciousness of Jiangbei City, but also domestic semiconductor giants such as Huawei, CNC, and Cambricon have been greatly impacted.

SMIC has been relatively less affected, given its strong state-owned shareholders and the support of a market capitalization of trillions of yuan. However, Cambricon is in a more difficult position.

Cambricon's market value has surged recently, bringing its founder, Chen Tianshi, a moment of glory.

However, with Lei Jun making this move, it's no exaggeration to say that Cambricon's market value may fluctuate significantly in the near future.

Chairman Zhao's phone call was filled with resentment; he felt that Lei Jun was siding with outsiders and insisted on being the vanguard.

When Jiang Beicheng received Chen Tianshi's call, his tone was filled with rage. Jiang Beicheng was momentarily unsure whether Mr. Chen was cursing him or Lei Jun.

After he finished cursing, Jiang Beichen smiled and comforted him, saying, "President Chen, the door will open sooner or later."

"If others want to come in, we also need to go out."

After calming down, Chen Tianshi quickly apologized to Jiang Beicheng, explaining that he had been too agitated and his words had disturbed President Jiang's peace and quiet.

Every country and every industry has its own vested interests.

In recent years, domestically produced chips have also built a fortress of interests, but due to technological reasons, this fortress is not so solid.

Now that Nvidia is trying to break through this fortress, it's understandable that industry leaders like Chairman Zhao and President Chen are anxious. Jiang Beicheng calmly offered a few words of comfort.

These industry leaders are also an important part of the domestic chip industry chain envisioned and planned by Meta Consciousness and Huawei.

Huawei's CEO Ren Zhengfei has always been low-key and would not take the lead in front of the public. Yu Chengdong, this general, is good at fighting battles, but he is not quite up to the task of taking the lead.

Therefore, Jiang Beicheng is the core figure of this fortress of interests, and can also be said to be the role model.

The market for domestically produced chips is already in a state of flux, and everyone is getting restless.

After receiving several phone calls, Jiang Beicheng personally called Ren Zhengfei.

The message is clear: it's time to bring out the "trump cards" to stabilize morale.

Ren Zhengfei made another call to Yu Chengdong, who was recording a special Huawei event.

This event was a grand affair; it's no exaggeration to say it was China's premier technology night. It garnered widespread attention and received strong support from Beijing's leaders.

The entire event was broadcast live by CCTV.

Its importance is evident.

This also demonstrates the wisdom of the leaders: on the one hand, they welcome competitors in, and on the other hand, they showcase their strength to the outside world.

After receiving the call from President Ren, Yu Chengdong was in a state of high excitement.

Whether it's hints on social media or information revealed by Ren Zhengfei and Jiang Zemin in public, the whole society and even the global technology community are speculating and paying attention to whether something big is happening in this great Eastern country.
Now it can finally be made public.

It has given the global semiconductor industry a huge shock.

Yu Chengdong revised the script on the spot, and had his assistant team revise today's speech.

Even the CCTV team was unaware that something big would happen at tonight's event.

After the cultural performance and a recounting of Huawei's history of research and development, Yu Chengdong took the stage to deliver a speech.

At this moment, the number of people watching the live stream and the amount of discussion on related topics on the internet are all in the hundreds of millions.

After Yu Chengdong finished his passionate speech about Huawei, he suddenly smiled and said, "Here it comes, the biggest news of the night is here."

It could even be called a technological bomb!

Mr. Ren doesn't want me to use the phrase "far ahead," but this technology was broken through by our partner, Meta Consciousness, and we just received Mr. Jiang's permission, so I won't be modest here.

His tone and body language were no longer enough to express his excitement.

Because this technology is just too amazing.

Change the PPT.

Yu Chengdong: "Core-particle packaging technology."

We are the only country in the world to have mastered this technology.

Global leader.

Number one in the world.

And here, I can confidently tell my peers and partners that we already have a complete industrial chain for high-performance chip manufacturing.

With this technology, we can not only manufacture the most powerful computing chips, but also make chips incredibly affordable.

You heard right. The Taiji 01 chip, jointly developed by MetaSense and Huawei, has computing power comparable to Nvidia's H100, but its price should be only a quarter of that.

......"

Before Yu Chengdong could finish speaking, the CCTV team was already dumbfounded.

This step was not included in the rehearsal.

The viewers watching the live stream were absolutely thrilled.

Unaware of the clearness of the calendar.

I don't understand it, but I think it's awesome.

The biggest impact was undoubtedly the change in the global semiconductor industry landscape, providing a solid foundation for the AI ​​technology revolution at Tokyo University.

……

The event had barely ended when it caused a stir in foreign media and the American tech and finance circles.

No one believed that Dongda Enterprise had solved the problem of "chip packaging" technology.

However, it is undeniable that this is the industry's recognized future direction for chip manufacturing.

Nvidia has also been investing heavily in research in this area.

So when Huang Renxun saw this news, he was completely stunned. His first reaction was that he had drunk too much with Lei Jun.

Has the company invested in by Jiangbei City solved the problem of "chip packaging technology"? (End of this chapter)