Sun Yishu talks about the wave into the semiconductor manufacturing industry: still thinking stage


Wang Jing: Mr. Sun, we have also mentioned a lot of information security, including the topic of high-end servers. I also pay more attention to it. AMD has signed a strategic cooperation agreement with the Shandong Provincial Government. I also heard that we As a local company in Shandong, an international group, Inspur is also participating in this cooperation. Can you tell us more about it? For example, what kind of cooperation is with AMD? At what level?
Sun Yishu: Some time ago, the Shandong Provincial Government and AMD signed an agreement called Comprehensive Cooperation. AMD supports the development of Shandong's information industry. This includes the cultivation of talents, supporting Shandong in the design of integrated circuits, and promoting, including the wave of hope in the CPU. In terms of use, there are five or six things in the field of liquid crystal exploration, including scholarships, and several aspects are underway. From the perspective of Shandong, from the perspective of Shandong's information industry, this output value is also relatively large, but they are concentrated in mid-end products, including home appliance manufacturers, which are now part of the information industry, such as TV and refrigerator. Part of the information industry, but this amount is still very large. Therefore, the demand for integrated circuits in Shandong is relatively large. Last year, the demand for 42 billion yuan, Shandong has such a large demand, there is no direct integrated circuit factory, so from the perspective of the government, Shandong is exploring Can it be in the industry, now the domestic adjustment structure, the optimization and upgrading of the industry, can be extended from the low end to the high end. Now of course, one of the cores of this IT industry is the integrated circuit. Shandong is discussing whether it can be extended from the low end to the high end. In this case, I hope that AMD can help Shandong to explore this aspect in this respect. Of course, other requirements are also required. Integrated circuit companies, semiconductor companies in Shandong do such work.

Wang Jing: In fact, Shandong is also a big province of information technology. The demand for chips is very large every year. So I saw a report saying that our wave is going to enter the semiconductor field, but then we announced that it has denied it. What is this situation?

Sun Yishu: Actually, from an industrial point of view, because of the need to make a large investment in the integration of integrated circuits, it may not be enough for you to have the ambition to do this. It is necessary to specifically study the feasibility, your capital investment, and various aspects. , including technology, team, capital, market, and many specific things, is also a challenge for us. From now on, we now talk about the core of IT is the integrated circuit, and then the platform industry, which constitutes the so-called core of what we now, so we must do related exploration work in these two aspects, hoping to achieve one, the industry also Can be more advanced, this is what we are thinking about.

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