Chapter 296 Listen to the Dragon's Roar
The domestic mobile phone manufacturers and Qualcomm are more or less inextricably linked, and the investors behind them come from all over the world.
So everyone has always adopted a step-by-step attitude toward self-research.
Everyone wants to develop self-developed chips while also maintaining cooperation with Qualcomm.
It is equivalent to hedging your bets and walking on two legs.
Even Huawei's mid- to low-end models are equipped with Qualcomm chips.
The positioning of topological semi-metal chips is still mid-to-high-end, so Huawei has not given up cooperation with Qualcomm for its mid-to-low-end models.
With the breakthrough of China’s chip technology, Qualcomm executives have said in public every year:
“I hope Huawei’s mobile phones will not completely abandon Snapdragon chips, and both parties should continue to Deepen cooperation. "
The reason why Dongda is not in a hurry to express its position this time is that we have established a photolithography factory, and traditional photoresist can also play the same role.
The purpose is to make these private companies give up their illusions and make them realize that self-developed chips are the only way out.
Even if Dongda announces the successful launch of its photolithography plant and overcapacity, and Western University announces the lifting of some orders, mobile phones equipped with Qualcomm chips from these manufacturers can be sold overseas.
Such changes from day to day can at least plant seeds of doubt in the hearts of these manufacturers. When the technology matures, they will spontaneously abandon Qualcomm.
Western University is digging a hole for Dongda, and Dongda is also digging a hole for Western University.
Consumer electronics is an industry that relies heavily on globalization. It is very difficult to rely on administrative orders to get these private enterprise giants to actively stop cooperation with Western University enterprises.
Not only will there be great resistance in doing this, but you will also face various pressures if you actually do it.
What Dongda needs to do is to use market behavior to disconnect from Western University to promote independent localization of the industrial chain.
Everyone has his own little Jiujiu.
“Listen to the dragon’s roar”
The whole summer has been spent in noisy, mobile phone manufacturers are taking measures, and the speech notes for the autumn new product launch conference will be significantly adjusted. This statement is worthy of He stated that if he can try to win production capacity from chip foundries, he must try his best to win production capacity.
Everyone wants to book production capacity from SMIC.
Because the new photoresist is not available new, it was still in stock before.
Everyone hopes to have more flagship phones with self-developed chips and fewer flagship phones with Qualcomm chips.
There are various voices at the public opinion level.
Because the anonymous answer on Zhihu was cancelled, Qi Tinglong Yin can no longer be seen.
These four words came from Chen Yuanguang’s Weibo. On October 1, he only posted these four words without any other explanation.
Ten minutes, just ten minutes, these four words topped the Weibo hot search list.
Everyone is discussing what this means.
Chen Yuanguang has always had a Weibo, but he almost never posts on Weibo. The last time I used Weibo frequently was when I was promoting "Once Upon a Time in Kuala Lumpur".
Even if we used Weibo to broadcast live broadcasts before, there was no advance notice.
Everyone began to speculate about the four words this time. After all, topological semi-metal is a technology created by Chen Yuanguang.
“Damn Guangshen!”
“Is there any good news?”
“Did Guangshen personally conquer the photoresist technology?”
“Is it the good news I thought?”
"God of Light, don't be the Riddler!"
"The dragon finally roared. I don't believe anyone else, except God of Light. I believe it."
"I won't be able to sleep in the White House."
“Old White House officials will probably have to think about what Wright is going to do next when they get up to pee in the middle of the night.”
“If I were an old American, I definitely wouldn’t be able to sleep.”
"You still have to look at the God of Light"
Just four words, without any other content. On the first trading day after the National Day, after the A-share market opened, all semiconductor-related stocks rose sharply, showing that Chen Yuanguang's amazing influence.
This is all voting with real money. Northbound funds inflow exceeded 20 billion throughout the day. Foreign investors also believe that Chen Yuanguang’s Weibo is on target.
Xiaomi surged 13 points throughout the day because the capital market believes that based on the personal relationship between Lei Jun and Chen Yuanguang, once the chip problem is solved, the flagship model launched by Xiaomi this year will be the first to be used.
All public figures who are familiar with Chen Yuanguang were asked what this meant.
Even at the completion ceremony of the Guangjia Aerospace office building, reporters from Shenhai local official media were curious:
"Mr. Lin, there is a member of the public who is very concerned, but for issues that have nothing to do with this completion ceremony, I I want to take this opportunity to ask, is it convenient for you?"
Lin Jia naturally knows what the other party wants to ask: "You can ask."
"We are all curious, Guangshen Weibo. "What is the connotation of "Listen to the Dragon's Roar" on the Internet, and is it related to the hindered development of China's semiconductor industry?" the reporter asked.
The city leaders in Shenhai nearby pricked up their ears, and they were equally curious.
"Sorry, I can't reveal too much because of confidentiality. I can only say that it will be the answer that everyone wants to hear." After Lin Jia finished speaking, the reporters in the audience burst into warm applause.
At least from Lin Jia, everyone has further confirmed that this is related to semiconductors.
Chen Yuanguang's achievements in technological breakthroughs in the past have given everyone confidence that he can definitely get it done.
I just don’t know how.
The next day, semiconductor stock prices continued to rise sharply, while Xiaomi's Hong Kong stocks also rose sharply, looking like they were about to recover their previous losses. Lei Jun also responded to a netizen's comment on his Weibo: "Xiaomi's road to self-developed chips will not stop because of this small setback."
This is an indirect response to netizens’ questions.
“Guangjia Aerospace invested in Biren Technology, becoming the largest shareholder of Biren Technology, completing absolute control of Biren Technology, with a shareholding ratio of more than 70%.”
“Biren Technology Ren Technology is one of the few companies in Dongda that focuses on GPU. It has completed two rounds of financing since its establishment in 2019, with a total financing scale of nearly 5 billion RMB. The investors behind it include Qiming Venture Capital, IDG Capital, Hillhouse Venture Capital and other domestic investors. According to the leading investment institution, it is still unclear whether Guangjia Aerospace’s shareholding will be through a capital increase or a direct acquisition.”
”Maolai Optical announced that the company is planning a major acquisition. The company’s top five shareholders plan to transfer their shares to specific investors, and the company’s shares will be suspended from trading on Wednesday.”
"According to the latest news from reporters, the specific investor of Maolai Optics this time is Guangjia Aerospace, whose actual controller is Chen Yuanguang."
After the National Day, there is a dizzying array of news.
Biren Technology, a domestic GPU company with a certain history, has always been making AI computing cards, and it has taken two different paths from Moore threads.
Moore Thread also makes graphics cards for ordinary consumers, and the performance is pretty good. Biren Technology does not make them at all, and is purely for the B-end market.
Therefore, Biren Technology does not have much reputation in the industry.
Maolai Optics is even less famous. It has a long history, is a listed company, and has a very high market value. It is a listed company that is not popular with investors at all.
“I can’t stand it anymore. If I sell you on the front foot, you will take off on the back foot, right? I said that during this period, the stock price is like a roller coaster. From time to time, it will hit the daily limit and then start to plummet. The original purpose is to keep these retail investors. Wash it out."
"I sold it because I couldn't bear the torture."
"I didn't sell it. , if it is really the acquisition of Guangjia Aerospace, it will rise at least ten times at the opening.”
There is a Guangjia concept stock thing in A-shares, which refers to listed companies related to Chen Yuanguang’s company and has equity participation. There are upstream and downstream companies in the supply chain, such as Maolai Optical, which is the first company to directly acquire it.
Another company under Chen Yuanguang's name, Guangjia Technology, has a market value of trillions.
"Ten times? A hundred times. The current market value of Molai Optics is only 3 billion. A hundred times to 300 billion is not excessive at all. The two words "Guangshen" alone are worth this price."
“I think so too. I will definitely not sell it before the market value rises to 100 billion.”
“I feel that after the suspension, it will set a record for the most consecutive boards. ”
As soon as you hear the name, Maolai Optical is a company that makes optical accessories, just like Zeiss Optical, but there is a huge gap between the two.
But Maolai Optics has one thing that has allowed it to enjoy ultra-high valuations in the past. It is the lens supplier of Shenhai Microelectronics' self-developed lithography machines.
It is precisely because of this that Maolai Optical can enjoy a valuation of more than one hundred times.
Being a photolithography machine supplier requires a certain amount of technology. Shareholders think so, and investors think so too.
“The bookmakers are so cheap. They obviously knew the news in advance, raised the daily limit every once in a while, and then started to plummet. Retail investors who hold this stock simply cannot withstand a few rounds.”
This kind of gameplay is the most exciting. If the stock price falls slowly or rises slowly, retail investors can take advantage of it.
First a daily limit will make you pay attention to the fact that you have this ticket in your hand. You are looking forward to the next day when it continues to rise, and it will give you a sharp drop. Then if the sharp drop is not enough, it will come again two or three times, making you unable to bear the mentality and doubting the previous price. The rising limit is caused by the dealer wanting to ship.
Then forced to sell.
After a few more attempts, most retail investors will naturally obediently hand over their chips.
In the stock bar of Maolai Optoelectronics, retail investors who have short-sold are cursing and cursing the banker.
By the middle of the month, many reporters had received invitations to the product launch conference from Biren Technology on October 28th.
The stone in everyone's hearts fell to the ground, and now they can be contacted.
Guangshen's "Listen to the Dragon's Roar" is indeed going to make a big move, isn't it coming soon?
“Look, everyone, what is this? Biren Technology’s press conference invitation. It’s very domineering. It’s a long red dragon stretching out, echoing the dragon’s roar that Guangshen said.
You can tell at first glance that it means Long Yin.
The content inside is also very interesting. We sincerely invite you to participate. Let us join in the Mercedes-Benz Center at 5 pm on October 28, 2026. Let’s listen to the dragon’s chant together
All in response, this time was not chosen well. The time should have been chosen on the same day as Apple’s autumn conference.
Now I am curious whether Guangshen will personally support Biren Technology. After all, Guangjia Aerospace is fully owned. The second is what products Biren Technology will release. "Many bloggers on Douyin are posting invitations to product launches they have received.
In addition to the invitations sent, Biren Technology's Weibo held a lottery, and 5,000 copies were drawn. On-site tickets.
At the press conference, Lin Jia walked out from behind the stage, and there was a burst of applause from the audience.
Everyone knew who she represented.
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"Good afternoon everyone, there are many viewers here. In addition to media friends, there are also many viewers who are interested in the prospects of China Semiconductor. I also believe that everyone is not here to see me, but to see Yuanguang.
Everyone should also know that the rocket development of Guangjia Aerospace has reached a critical stage, and Yuan Guang could not come to the scene in person, so he took a video and then gave me the important task of holding the product launch conference. "
As for the original management of Biren Technology, they were purged long after the acquisition was completed, leaving only the senior executives in the technical line.
The founder of Biren Technology was previously the president of SenseTime Technology. He is best at financing and pie painting.
Previously, we fought away the co-founder who wanted to develop a graphical GPU. The co-founder has more than 25 years of experience in GPU product architecture and R&D. He has worked at Qualcomm for 11 years and independently developed 5th generation classic Qualcomm Adreno mobile GPU architecture.
Previously served as the chief scientist of GPU technology in Huawei's Futurewei department, responsible for the graphics and image processing and UI system framework of Huawei's Hongmeng OS.
This type of executive was fired after the acquisition was completed. Between him and the co-founder, the investor would choose him, but between Guangjia Aerospace and him, the investor would not hesitate. Give him up.
The official news was only released recently, but the actual acquisition was completed last year.
The previous co-founder was also brought back as the technical leader to develop graphical GPU.
“Let’s watch a video first.” Lin Jia said.
(End of this chapter)