Redian新闻
>
关于最近IBM或出售其半导体业务消息的一些观察 (转载)
avatar
关于最近IBM或出售其半导体业务消息的一些观察 (转载)# CivilSociety - 华人政治
g*8
1
【 以下文字转载自 SanFrancisco 讨论区 】
发信人: go88 (旧友重来), 信区: SanFrancisco
标 题: 关于最近IBM或出售其半导体业务消息的一些观察
发信站: BBS 未名空间站 (Sat Feb 8 03:58:28 2014, 美东)
这两天新闻报道里提到IBM或出售其半导体业务,不知道大家有谁注意到了这些报道里
提到的潜在买家中,有一家叫global foundries最有可能中标。大家如果开车路过237
和great america parkway,会注意到那里在建一片新的玻璃幕墙的大楼,差不多快建
好了。其中有一座上面巨大的logo,就是global foundries。他们原来的办公楼在237
上880的地方。实际上,就在几天前,我在多个贴里连续提到过这家公司,因为其最近
新请了一个ceo,就是之前摩托罗拉移动部门卖给google时的ceo。一个确实算是精英的
老印,在高通从一个底层工程师迅速做到vp级的高管,后来被聘为摩托罗拉移动公司的
ceo,再后来把moto卖给了谷歌。
咱大家最近数落老印的事情都快成祥林嫂了,我不想再简单数落老印的好坏。不管好坏
,任何一个事情过分地失去比例平衡到一个程度,特别是在强调族裔和文化多元的美国
社会里,本身就是一个需要关注的事情。否则从移民到教育中,为什么有那么多所谓的
平衡和配额和比例。而如果这个事情更对你我大家有着越来越切身攸关利益的时候,就
更不论我们是否应该客观承认老印有多厉害,我们都只能面对现实,必须寻求办法遏制
他们。在很多人提出了很多很多方方面面的办法中,我仍然认为,一个非常重要的方面
,是在一个更大更高层面的地缘政治上的遏制策略。因为我们的对手老印们事实上已经
开始在我们所有人都没有关注到的层面和高度,在开展那样的策略。
说回这个global foundries,虽然其前身是从AMD分出来的,但是连续的几任ceo都是老
印,公司高管也尽是老印。最值得一提的,就是其积极参与印度政府一直试图上马但是
迟迟没有启动的fabs项目。
好了,现在我们来再看一条新闻:
就在几天前,有新闻称印度政府或于近日内很快就要批准一直迟迟没有上马的两家
fabs项目:
============
BANGALORE — The ball will start rolling soon at long last for the two
semiconductor manufacturing facilities in India. The Indian government is
likely to give final approval within a week.
In September, the Minister for Communication and Information Technology
announced an agreement in principle, but final approval was not forthcoming.
However, reliable sources now say the seal will be stamped within a week.
The consortium behind one of the proposed facilities comprises IBM, India's
Jaiprakash Associates, and Israel's Tower Jazz. The consortium behind the
second comprises Hindustan Semiconductor Manufacturing Co. (HSMC),
STMicroelectronics, and Silterra.
============
注意其中的参与公司里,有IBM,这是差不多一周前的新闻。而几天之后传出IBM可能出
售其半导体业务,而竞标寻购的公司里领先的就有global foundries,再早之前的二三
个星期,那个原摩托罗拉的老印ceo桑贾成了global foundries的ceo.
我的武断结论:global foundries等美国大公司的老印高管在和印度政府的决策机构联
手,图谋一系列的促进印度包括半导体行业在内的高科技产业迅猛发展。这一动向需要
注意。这就是我从这几条新闻背后看出的玄机:即ibm要出售半导体业务,而与此同时
印度政府正在准备迅速批准包括ibm在内的fabs项目在印度上马,二者中间的dotted
line就是global foundries的老印高管,以及同一时间内赶紧上任的老印ceo...
===
后注:
有网友认为我在主贴里的意思是说印度政府或者印度本土企业或会收购IBM的半导体部
门。我自始至终没有这么说。我的意思帖子里也其实说得很明确,那就是硅谷的印度人
占高层决策和管理主导地位的半导体大公司正在做出种种举措,借壳下蛋,事实上和印
度政府和印度本土企业里应外合,横纵连合,在时间点和措施上背后的玄机可以看出,
从后续我给出的其他更直截了当的新闻里更是显露无疑。具体的说,globalfoundries
欲买下ibm的半导体部门,也包括其正在印度策划的fabs项目,而如果他们得逞,下一
步可以想见的就是globalfoundries的老印新旧ceo和老印团队,会加速推动印度的更多
fabs项目和整体半导体行业的发展。
美国的大公司的印度高管在和印度政府和本土企业紧密合作,携手帮助印度的高科技产
业和制造业的发展。还没有人看到端倪吗?
avatar
g*8
2
在上述提到的近日印度政府欲迅速批准foundries项目的新闻里,其决策机构是:the
Minister for Communication and Information Technology 印度通讯与信息科技部。
这里如下是另一条新闻,里面也涉及了这个部门,还涉及了美国高科技大公司的一些
老印高管:
Jan 31, 2013, Newport Beach, California] More than 100 TiE Charter Members,
Members, Guests, and representatives from industry heard from a senior IT
delegation about their new policies and incentives to encourage Electronics
Systems Design and Manufacturing (ESDM) in India. Charter Members and
special Industry guests met with the delegates privately before the general
meeting.
Vijay Kotrappa, President of TiE Socal, said that such special meetings with
industry and government leaders and fellow successful entrepreneurs are
privileges available to Charter Members of TiE. This year’s annual Global
Charter Member retreat will be in Athens, Greece. TiE Socal has more than 65
Charter members and 500 general members. TiE Members gain from exclusive
networking and mentoring.
Hon. Kapil Sibal, Minister of Communication & IT led the delegation to the
US, but was unable to come to Los Angeles. The delegation to LA was led by
Secretary J. Satyanarayana. Other delegates included Dr. Ajay Kumar, Joint
Secretary, Deepak Sharma, Deputy Secretary and Dr. Rajat Moona, Director
Computing and Advanced Technology Labs. The delegation was on a whirlwind
tour of the US, meeting with businesses to promote Electronics Design and
Manufacturing in India. They met with companies such as Apple, Cisco, AMD,
Intel in the Bay Area. While in LA, they met with Broadcom, Mindspeed and
ICAAN. Representatives from Western Digital, Boeing and several other
businesses met with them at the TiE hosted program. They were very
interested in hearing about the incentives and the government policies.
Mr. Satyanarayana said that the ESDM expenditure in India is expected to
reach $400 Billion by 2020 while the indigenous capacity is only $100
Billion, leaving a $300 Billion deficit which will exceed the deficit of oil
imports to India. Having had a very successful run in the software arena,
India is now focusing on the electronics hardware side and is offering major
incentives to develop these capabilities in India. The $400 Billion market
includes switching equipment, chips, wireless devices, tablets, laptops, LED
lighting, set top boxes, automotive and medical electronics.
An example of the boom is illustrated in an effort to get broadband to 250,
000 villages by the end of 2013. This will spawn millions of dollars worth
of devices such as switches, wireless routers, tablets, etc. However, many
of the solutions that are currently available need to be customized to the
Indian market. The Akash tablet computer, being marketed at $20 a piece is
such an illustration. A $500 IPAD will not reach the masses in India. With
the advent of cheaper cell phones, India now has more than 900 million
connections. Many of the applications developed for the Indian market have
great potential in other developing markets such as Africa and the Middle
East.
To motivate businesses to set up shop in India, the new Government policy
includes a mandate to procure a wide range of products that are made in
India.
India is a very attractive because of the large market, the talent pool, and
the incentives. The stable business environment, coupled with IP protection
laws are making India even more attractive than China.
India is embarking a comprehensive effort to develop ESDM capability. These
efforts include:
1) Subsidy up to 50% for infrastructure in green and brown field areas
2) Import duty subsidies
3) Export duty subsidies
4) Open ended subsidies for FAB development in India
DEITY is launching a special $2 Billion venture fund coupled with $6
Billion in private funds, to develop new products. The venture fund along
with incubators will provide fertile ground for entrepreneurs to start new
ventures in India.
India is also on a fast track to develop talent. By 2020, the goal is to
produce 2,500 PhD level electronics engineers annually. The overall talent
pool ranging from engineers to shop floor technicians will exceed 28 million
by 2020. Incentives are being offered for graduate level work as well as
teaching.
Mr. J Satyanarayana is a great believer in the concept of public private
partnership for execution of IT, e-Procurement and e-Governance projects.
He has been involved in landmark e governance projects including
computerization of the passport department (Passport Seva). He is often
credited for making AP (Andhra Pradesh), an IT hub that rivals Indian
Silicon valley (Bangalore)
Dr. Ajay Kumar has a similar stellar history in e-governance and e-
procurement projects. He is credited with guiding the restructuring of
several state public undertakings (Kerala) under Asian Development Bank
programs and leading industrial and technological initiatives.
Prof. Rajat Moona has been involved in defining standards for the Operating
Systems for Smart Cards for Indian Government which are in use in
applications such as Driving License, Vehicle Registration Systems, Indian
National ID, Electronic Passports and several other ID related applications.
His area of specialization is embedded computing, computer security, VLSI
design and Operating Systems
Dr. Nambi Seshadri, CTO of Broadcom’s Wireless/Mobility group and a member
of the National Academy of Engineers, provided a brief summary of the
development of wireless technologies. He was the first person at Broadcom to
work on wireless chips. Now that group accounts for a majority of Broadcom
’s revenue. He said that technology has been developing so rapidly that it
is next to impossible to predict what the world will be like in 6 years. He
added that Broadcom already has a strong presence in India and many of the
most innovative chip sets are being designed in India. India is no longer
looked at an inexpensive source of resources, but one of the best talent
pool. With 1000+ employees in India, India already represents the maximum
number of employees outside the US.
Dr. Paulraj, Padmabhushan awardee, and professor emeritus at Stanford talked
about the need for India to focus on talent development. He suggested that
India should provide incentives for faculty from the US to go to India to
train teachers and graduate students. Dr. Paulraj is a special advisor to
Broadcom. He has over 50 patents and has founded 3 labs in India. His
companies have been acquired by Intel and Broadcom.
The DEITY team promised to keep an open door policy and said they are
willing to meet with anyone who is interested in developing ESDM solutions
in India.
=======
这条新闻是去年这个时候的,就是前面提到的那个印度通讯与信息科技部的部长
带队访美,在硅谷和南加州走访了一系列高科技公司还亲切会见了一系列旅美老印杰出
人才精英们。
新闻里提到,印度政府为了提高其Electronics Systems Design and Manufacturing (
ESDM) 电子通讯产品的设计与制造能力,有如下举措:
India is embarking a comprehensive effort to develop ESDM capability. These
efforts include:
1) Subsidy up to 50% for infrastructure in green and brown field areas
2) Import duty subsidies
3) Export duty subsidies
4) Open ended subsidies for FAB development in India
DEITY is launching a special $2 Billion venture fund coupled with $6
Billion in private funds, to develop new products. The venture fund along
with incubators will provide fertile ground for entrepreneurs to start new
ventures in India.
India is also on a fast track to develop talent. By 2020, the goal is to
produce 2,500 PhD level electronics engineers annually. The overall talent
pool ranging from engineers to shop floor technicians will exceed 28 million
by 2020. Incentives are being offered for graduate level work as well as
teaching.
印度政府正在展开一项全面提升电子制造业的努力。具体内容包括:
1)对在其所谓“绿色”和“褐色”产业领域内的(投资项目)基础设施给予最高可达5
0%的补贴,就是你投二,我送一。
2)出口补贴
3)(原材料)进口补贴
4)对半导体fab研发项目给予无上限的补贴。印度通讯与信息科技部正在起动一个20
亿美元的投资基金并附带一个60亿美元的私募基金,用以开发新项目和产品。这一投
资基金连带创业孵化器将给创业人士在印度创业提高富饶的土壤和环境。
同时,印度还正走在一条培育大量(电子产业)人才的快车道上。到2020年,目标是
每年培养2500名博士级的电子工程师专业人才(注意,是说每年2500)。预计到2020
年,(印度国内电子产业)人才资源总量会达到两千八百万,这其中包括从工程师到普
通技工的各类型人才。各种奖励和优惠正在出台和实施以促进和提高研究生项目和各类
教职。
估计还是一如既往的有人说老印说话就会跑火车。但是如果从来没人注意到这个呢还,
老中的木呐和缺乏敏锐观察与思考,就确实会被火车撞到。
而冷静客观地说:印度的科技产业和制造业正在迅猛起步。其人才总量和与美国高科技
产业因为各大美国公司印度高管的特殊关系,正在帮助印度得到巨大利益。而国内的无
数大学毕业生却没有多少真正高科技的工作可做,人心和社会气氛又都极度的急功近利
,全都想走短平快的投机赚钱模式,房地产。这样下去,不堪设想。
avatar
g*8
3
继续点评上面那个贴里的去年的新闻,就是老印部长带队访美并亲切走访旅美老印精英
的新闻。在那个新闻里,提到不少与会的老印旅美精英。其中有这几段,以及两位精英。
博通公司无线和手机移动部门的一个老印总管,说:
many of the most innovative chip sets are being designed in India. India is
no longer looked at an inexpensive source of resources, but one of the best
talent pool. With 1000+ employees in India, India already represents the
maximum number of employees outside the US.
他说:现在很多最高端和创新型的芯片设计都是在印度研发的。印度已经不再是过去被
视为廉价科技人力资源的地方,而是一个众多高端人才云集的地方。该公司在印度有超
过1000多名雇员,有着美国以外最大的员工数目。
点评:其内心有多向着印度,实在是昭然若揭了,而对其在公司大位上给印度做出的贡
献,其言辞中流露出的自豪之情,跃然纸上,活灵活现,栩栩如生。
(注意,提醒,强烈说明:大家不要对此帖及相关内容做任何超出公众新闻里所提及内
容之外的转述和说明,更不要提及任何公众新闻里所提及内容之外的公司消息。)
再看那条新闻里提到最后的一个斯坦福教授,那确实是一个大牛,是mimo技术的早期发
明人之一。他创办的公司,相继被interl和博通收购,而收购其第二个公司的,就是上
面发言的那个博通老印高管。好了,继续说,again: 一切都是公众新闻可以查到的内
容,不存在任何设计具体公司内部情况的内容。一切都是网上搜索分析所得的观察。继
续说:整个大牛教授的第二家公司的几个高管包括其合作创始人,也是老印,而据说和
上面那个博通的高管貌似是曾经当年的同学的关系。就是这家公司,估计就是博通高管
所谓在印度设计着最高端先进的芯片,因为从新闻里看,其产品确实就是下一代最新4
G的移动基带芯片,结果呢,也是从新闻里看到,一塌糊涂,没做出来。好了:问题来
了:硅谷和美国大公司里,这路的并购,和其背后的各种大公司老印间的人脉关系,到
底有多少需要人们关注的地方?这些人把大量的工作和利益带到印度,难道美国官方和
社会舆论就全都不肯做丝毫的关注吗?
那个教授确实是牛人。但是牛人就可以不被审视和关注吗?再看看这个大牛教授在新闻
里说什么:
(he)talked about the need for India to focus on talent development. He
suggested that India should provide incentives for faculty from the US to go
to India to
train teachers and graduate students.
他提到印度应该重视和加强人才培养的重要性。他还建议印度政府应该提供奖励和好处
来招揽美国的(老印裔)大学的教职人员去印度指导师资和研究生以上级别的人才。还
真是一片赤忱,拳拳之心啊。看wiki上说,该大牛教授曾经在印度海军作为军职研究人
员几十年,要换老中,估计早就被棱镜烤焦了,呵呵。这就是差别。
最后,看新闻提到这个印度大牛教授来自印度东南部的安得拉邦,他对大力促进安得拉
邦的科技产业发展做出了巨大贡献。好了,不才不是我不谦虚,这就是在下有而大部分
老中和老中文化所不具备的敏锐和想象力了:那个博通高管,是否也是来自安得拉邦?
那个大牛教授所创办的第二家公司的共同创始人是否也是来自安得拉邦?从老印的名字
本身应该能够分析得出很多背景信息,从linked-in上的连接关系,更可以看到更多大
公司老印高管间成片的背后关联和人脉。他们所积累的财富和权力,正在带来的,是咱
们大部分老中根本无法想象和企及的高度和层次了。而这,不是他们中间有一两个大牛
这么简单的。。。
avatar
g*8
4
继续点评。 还是上面那条老印部长带队访美的新闻。
举办那个活动的,是TIE,一个叫印度创业家协会的组织。七八年前刚来硅谷的时候,我
因为在本地报纸上看到他们的年会广告,还真花了两三百美元参加了一次他们的年会,
后来也就自动成为了他们的年度会员。就是那一年里可以参加他们经常举办的活动。客
观的说,他们比老中的各类组织都更有能力和水平。他们在硅谷的号召力和影响更是各
类老中组织远远所不及的。具体地说,他们几乎每个月都有一两次高峰讲坛一样的研讨
会,各个领域的前沿话题,来的人也都是各公司的高管牛人,老美老印都有,但是我几
乎从来没有看到过底下观众里的老中,只见过几个华裔VC来过,记得当时很多公司头目
里就大量老印了,连bit torrent的一个老印小年轻共同创始人还不是ceo什么的也来过
,现在各路老印更是不得了了。硅谷现在的VC和start-up整体圈子和环境里,可以说老
印的整体势力已经超过和压倒了传统老美。资本,投资方,公司的board里,创业者,
高管,工程师,外包团队,一整条链条里。甚至硅谷最牛的VC公司里传出第N代的华裔
女被第一代的老印上司睡了还被歧视的故事。很多老中上来就说那个华裔女嫁了一个黑
人什么什么的,但是不论如何,一个公司里出现这样上下级上床,还是出差的时候,本
身就不是professional的事情,而那个VC对那个老印的态度完全没有任何说法,还真是
令人觉得老印如此了得的厉害。很多人都觉得谷歌里老印高管怎么那么猖狂,但是大家
知道吗,谷歌的早期投资人里有个在netscape发了财的老印ram,好像还是board里的,
能不提携老印吗?
我的观点还是:我们要遏制老印,并非什么看他们不顺眼或者不承认他们牛,他们再牛
,到了你死我活的生存空间的时候,就是大是大非的问题。而遏制他们的方法,我再说
一遍,需要全球两岸三地的华人一起来在产业政策上遏制老印主导的公司和势力,要到
硅谷开设大规模华人创投和开设研发中心,要对华人在美待遇和舆论上的待遇等一些列
问题进行强有利的策略规划。否则,华人会遭遇更大的被动和彻底的灾难。
avatar
g*8
5
我再说一遍
1)需要全球两岸三地的华人一起来在产业政策上遏制老印主导的公司和势力。这包括
有针对和有计划的在包括中国移动4G招标项目等,对个别我几乎在这里呼之欲出点了
名的和其他没点名的公司进行封杀!不买或者少买他们的东西。否则就是他们自豪地说
最高端的产品是最高端的人才在印度做的。中国当局和中国精英和社会舆论,你们要我
说多少遍才明白老印在硅谷这样下去对整体华人都是巨大战略危险这个道理呢?说多少
遍舆论和媒体还有社会里都没有任何反应。
2)要到硅谷开设大规模华人创投和开设研发中心。在这里多开几家VC,至少比单纯
赌博式地买美国国债强多了吧?
3)要对华人在美待遇和舆论上的待遇等一些列问题进行强有利的策略规划。这包括对
美国歧视和仇视中国公司如华为中兴等的对等回应,这需要国内官方民间。也包括对华
人在绿卡和移民方面的整体族裔利益眼判和策略规划,这需要美国的华人社团和精英代
表努力。
否则,华人会遭遇更大的被动和彻底的灾难。
还有:旗帜鲜明地最坚决反对投票给任何老印政客。这是最简单的生存空间和利益平衡
的策略。
avatar
g*8
6
除了globafoundries最近几个新闻的时间点,再看一条新闻:这一切中间有一个起点是
这个:这是几年前的新闻:其中提到的一群硅谷印度海归创办的这家印度斯坦半导体制
造公司,如果大家仔细关注新闻的话,也出现在了主贴里印度政府关于会快速上马印度
国内fabs项目的新闻里。
(几年前的一条当时无人关注过的新闻,今天要不是我看到ibm和globalfoundries的新
闻,在网上做出这一些列的调查研究,也还不曾得知。。。)
Expats' $4.5-Billion Start-Up Could Signal India's'Fab Club' Entry
其中提到Infineon.大家知道后来Infineon被interl买了,目前intel里面大量的老印势
力除了硅谷本地多年的积蓄和发展,包括我上面提到的那个教授在内的公司被收购所带
动推动的老印群体,更有Infineon带进来的关系。
http://www.siteselection.com/ssinsider/incentive/ti0704.htm
Hindustan Semiconductor Manufacturing Corp. (HSMC), a start- up that had
been in stealth mode for about a year. Now, though, the largely unknown
newcomer has skyrocketed to India's corporate vanguard in one big fell swoop
Moreover, the start- up's oversized lift- off could significantly elevate
the whole country's high- tech profile.
HSMC's leaders, a group of Silicon Valley-based expatriate Indians, are
openly embracing the role of national economic catalyst.
(原文里说:印度斯坦半导体公司的领导们,一群硅谷老印海归,公开宣扬他们随追求
的角色和目标,是成为印度经济的催化剂)
相关阅读
logo
联系我们隐私协议©2024 redian.news
Redian新闻
Redian.news刊载任何文章,不代表同意其说法或描述,仅为提供更多信息,也不构成任何建议。文章信息的合法性及真实性由其作者负责,与Redian.news及其运营公司无关。欢迎投稿,如发现稿件侵权,或作者不愿在本网发表文章,请版权拥有者通知本网处理。