For Oman Electronics to survive... co-prosperity is also an ability.

For Oman Electronics to survive... co-prosperity is also an ability.

2024년 11월 14일 매크로 데일리

세줄요약

(1) 트럼프 트레이드가 숨을 고르며 비트코인이 9만달러에서 반락했습니다.  

(2) 미 10월 CPI가 예상에 부합하면서 12월 25bp 인하 가능성을 80% 반영했습니다.

(3) 중국 재정부가 발행하는 달러채에 20배 입찰 수요가 몰렸습니다.

미 10-2년 장단기 금리차 +0.168%p (+0.080%p)
한국 고객예탁금, 52.7조원 +1.5조원

K200 야간선물 등락률, +0.19% (오전 5시 기준)
1개월 NDF 환율 1,405.72원 (+1.72원)

The company's inability to coexist is the incompetence of its members who cannot take into account the feelings of its partners, the company's culture, which has become arrogant under the illusion that they are doing the best, is seriously ill, and is infected with a disease that does not make good in cooperation with partners.

Oman Electronics is said to cut its foundry production workforce by 30%. The last thing the company does before it goes bankrupt is to cut its workforce by 30%. Why did Oman Electronics, which once wanted world-class geniuses to join each other, go as far as to cut its workforce?

I think semiconductors are a typical collective intelligence industry. System semiconductors collective intelligence is IP manufacturing, verification, design, mass production, production, embedded software, operating systems, applications, artificial intelligence, compilers, deep learning, patents, foundry, fabless, DSP, distribution, investment, backend, layout, devices, government persuasion, new ideas implementation, etc., all of these areas cannot be covered by a single company.

Business can only be achieved by carefully aligning what you are good at in each area, taking care of your sincerity and faithfulness. To do this difficult process well, you need to create a system like this by giving and receiving things to each other. Such a business cannot continue if it is a structure in which only I benefit from mutual business and someone loses.

As a typical example, Korea and the U.S. asked them to take out the technology for HBM production equipment from Korea-U.S. semiconductors and deliver it to Sesame, but they couldn't make Sesame because of unfamiliar technology, and Korea-U.S. semiconductors got angry and refused to supply Samsung to patent litigation. Under such circumstances, there was a problem in mass production of HBMs.

There is nothing new in the world. Everyone strives and holds out to be the best expert in the field for decades. Systems semiconductors and foundations can grow only with the help of experts and geniuses in each of these fields.

System semiconductors are the most difficult business of this century, covering design, manufacturing, software, investment, etc., but the resulting profits are enormous. Except for this field, manufacturing and countries cannot survive. Can you imagine semiconductor-free airplanes, cars, trains, home appliances, communications, software, and artificial intelligence? All civilizations in the 21st century will operate only when nail-sized semiconductors process signals everywhere.

The best way to bring about co-prosperity is to share respect, profit and consideration for partners.

Oman Electronics thought it was all about fine process development and foundry plants, so it planned to invest hundreds of trillion won in Xian, China, Austin Taylor, Texas, Pyeongtaek, and Yongin. In fact, this is a management policy that has been reversed.

The essence of system semiconductors should have been centered on investing in solutions for fabless partners, not factories or micro-processes.

Fabless is the best company in the U.S. like Qualcomm, Nvidia, Avago (Broadcom), Marvell, NXP, AMD, and ST Micro. This company typically has very strong software. It actually seems a little weird to be good at manufacturing and software. If it's manufacturing, if it's software, it has to go to one side of the software, but it's hard to do both.

The company has never developed the power to build a software ecosystem alone in equipped with these powerful technologies.

Modern high-tech technology incorporates thousands of hours of sweat, tears and desperation from numerous engineers, respectively. It is win-win to treat the hard work and efforts of these geniuses well and to build an ecosystem.

He humiliated his partner by robbing him of his business skills, stealing experienced workers, filing patent suits, scuttling him with powerful law firms and giving him substantial compensation. Oman Electronics is showing the fact that if he behaves like this, he will be ruined.

What is the most convenient way for an inheritance to make money? It is a hardware such as real estate construction and equipment setup using enormous capital. If hundreds of trillion won is invested, profits are continuously generated by off-line or 8 percent or 10 percent every year, and it is the dream of a chaebol to see numerous workers bend and the media and the government fawn over its chairman, chairman, and our chairman.

Unfortunately, the era of such hardware has passed. If we could defeat the global market again by building hardware construction and manufacturing equipment that can be mobilized with such strong capital, why can't the U.S., Japan, Germany, and China do well, which are infatuated with hardware?

Hardware should be combined with heterogeneous elements such as software ideas, and the method of bonding them is win-win. Oman Electronics has never done win-win since its foundation. The win-win consultative body that Oman Electronics builds is to be prepared to be eaten when it grows to a certain extent. TSMC was able to overpower and eat Nvidia and AMD when they were at their current 1/100 level. But if you don't do it, the fruit of win-win comes out.

Has there been a case of co-prosperity with Oman Electronics and having a partner that is the size of Oman Electronics or higher? Eventually, if we cannot coexist, our collective intelligence will be destroyed, so even the company, which is its essence, will be destroyed.

Co-prosperity is also an ability. There's a saying in comedy, right? You can't die. If you want to live, you have to develop a co-prosperity ability from now on. Don't look down on small and medium-sized fablesses. Such fablesses are the essence and main force that can save Oman Electronics.

You can't because you're not trying to protect the main team in business and are abusing your power by yourself. Why do executives who earn tens of billions of won a year stay still and only see it to me?

love and thought

#Win-Win #PrideElectronics #HopefulRetirement #Fabless #SystemSemiconductor #Foundry #FacilityInvestment #FineProcess #InvestmentFacility #CAPEX #Employees #ConvincingSeochoing