Old old column:
Old Yao: Liang Mengsong as co-CEO, Zhou Zixiao to SMIC forward a big step forward;
TSMC dual CEO executive, Huawei CEO CEOs, and now the introduction of dual-core SMIC, CEOs generally need a strong chairman of the board, in 1931 Zhang Zhongmou just retired, 1944 Ren Zhengfei is still strategizing, born in 1956 Zhou Zixian In fact, the Ministry of Industry and the total economist Zhou Zixiao in the past two years on the SMIC has shown more and more strong control, to attract Liang Mengsong joined more shows a strong strategic vision and execution, SMIC So that the industry more and more confident. Http://laoyaoba.com/ss6/html/66/n-651966.html
Exclusive: SMIC Detailed explanation Liang Meng Song, Zhao Haijun two swords together;
Li Zhi stressed that SMIC's 'double CEO' is parallel to the same level, Meng Songgang just joined the company, together to jointly manage the company, this model is more suitable for the status of SMIC. The industry is very concerned about the addition of Liang Mengsong on the core Second, at the 14-nanometer node, it is expected that the earliest 2018 years into the risk of trial production, will scale production in 2019; third, in the first half of the 20-year node, 7nm node, currently in the SMIC in the pre-research stage, EUV is still the biggest challenge in the Liang Meng-song before joining, the company has done 'competition for the prohibition of' risk assessment, there is no such risk. In this regard suffer losses, so will be more careful to deal with such problems. Http://laoyaoba.com/ss6/html/96/n-651996.html
TSMC raised three key figures, 7nm next year, mass production will be accumulated 50 design finalized;
In addition to surrendered in the third quarter to the 'burst table' transcripts, but also announced the three key figures, respectively, capital expenditure reached a record high of 10.8 billion US dollars, the global growth rate of semiconductor growth To 16%, wafer foundry growth rate to 7%.
TSMC co-executive Liu Deyin said that the current 10-nanometer process in the third quarter of 2017 shipments accounted for 10% of TSMC's total wafer sales in the fourth quarter of the proportion will increase to 20%. As for the 7-nanometer process part , Which is still in line with the plan, of which 7 nanometer process will be in the first half of 2018 trial production, the second quarter officially entered the mass production stage while the 7 nm + process will be trial production in 2018. More advanced 5 nm Is expected to trial production in 2019, the official production in 2020. http://laoyaoba.com/ss6/html/44/n-652344.htmlhttp://laoyaoba.com/ss6/html/23/n-652423.html
Samsung 8nm process through verification to prepare for mass production, transmission Samsung to buy out EUV machine, blocking the opponent 7nm process;
Samsung on October 18 officially announced its 8nm LPP process technology verification work has been completed, and will soon mass production.Compared to the 10nm process, the new 8nm process chip can not only reduce the area of 10%, power consumption Can reduce the 10%. Samsung confirmed that the EUV (extreme ultra violet, far ultraviolet region) lithography technology 7nm LPP process has been put on the agenda, the goal is to begin in the second half of next year preliminary trial production.
Samsung is looking to buy 10 EUV devices, the industry is saying, Samsung is very expensive, a asking price of 200 billion won (about 180 million US dollars), Estormor is the world's only EUV Manufacturers, this year only made 12 units, if 10 of them are set by Samsung, other manufacturers can not buy equipment, only jumping feet outside the view that Samsung buyout EUV machine, you can strengthen the competitiveness of the following 7 nanometer process, And can engage in small moves, hinder opponents. Http://laoyaoba.com/ss6/html/88/n-652188.htmlhttp://laoyaoba.com/ss6/html/35/n-652435.html
Qualcomm vice president of reading 5G mobile phone reference design, 5G mobile phone will be a sample next year;
At present, the global 5G commercial process is speeding up, 5G NR will become a reality in 2019. Cristiano Armon said that the adoption of Qualcomm Xiaolong X50 chip 5G mobile phone will be out next year, 2019 will officially support 5G mobile phone Commercial, bringing gigabit rates, lower latency and more.
In the 4G mobile phone and 5G mobile phone differences, the biggest difference lies in the 5G mobile phone using the millimeter-wave band to bring higher speed.Sony mobile communications company product development vice president Kazuo Murata said at the summit, for the 5G implementation, the largest The challenge is whether there is a viable solution for millimeter-wave, which is also a challenge that must be faced by the 5G.Critiano Amon said that the challenges facing the millimeter wave in the 5G technology, on the one hand we want to keep it To the high performance, on the other hand in the design we want to solve it spread the scope of the problem is relatively small. Http://laoyaoba.com/ss6/html/11/n-652411.htmlhttp://laoyaoba.com/ss6/ html / 29 / n-652029.html
The iPhone X three production bottlenecks gradually overcome the worst situation will be in the past;
Supply chain revealed that iPhone 8, iPhone 8 Plus is expected to 11 - 12 months shipments will be substantially under repair, which iPhone 8 will be from a single month peak 10 million -1,200 million, down nearly half of the range, then single Shipments will be only 500-600 million.
The latest report shows that the iPhone X is now well-assembled, but the shipments are limited due to shortages, and is expected to improve since November. The shortcomings include: First, the biggest bottleneck is the antenna ; Second, followed by a double-lens wide-angle camera of the soft board; Third, the final is 3D sensing the Dotprojector. Http://laoyaoba.com/ss6/html/27/n-652227.htmlhttp://laoyaoba.com/ss6 /html/36/n-652436.html
Yu Chengdong: Huawei super-apple, a comprehensive screen can not sacrifice the experience, folding prototype or released next year;
Yu Chengdong said that Huawei has not yet ready to release this phone, but the fastest may be launched next year.In his view, this phone first need better, more flexible screen technology, but also need better mechanical design. 'Our cell phone has two screens, but there are still small gaps between the two screens, which is not good, we need to remove this gap.'
He pointed out that the current hot full screen is not the strategic high point of the smart phone market, artificial intelligence is in his view, a comprehensive screen can not sacrifice for the user experience gimmick, the current millet, Sharp and Apple's full screen program is not perfect , Huawei will launch a more perfect solution next year, the front are basically the screen, the border is more narrow
Data show that the first three quarters of this year, Huawei mobile phone shipments exceeded 112 million units, the global market share beyond Apple ranked second, the Chinese market continued to rank first, he also believes that Huawei in the market share beyond Samsung to do the first need time . http://laoyaoba.com/ss6/html/31/n-652431.htmlhttp://laoyaoba.com/ss6/html/97/n-652397.htmlhttp://laoyaoba.com/ss6/html/95 /n-652495.html
IPO: Shanghai Broadcom, Shennan Circuit disclosure prospectus, Qi core technology to be IPO, the core technology;
Bertone Integrated Circuit (Shanghai) Co., Ltd. recently disclosed in the SFC website prospectus, the company intends to publicly issue 3467.84 million shares on the Shanghai Stock Exchange, accounting for 25% of the total share capital after the release of the IPO plan to raise funds of about 671 million yuan. From January to March in 2017, the sales volume of the top five customers was $ 311 million, $ 400 million, $ 444 million and $ 87 million, accounting for 84.63%, 90.15%, 84.88% % And 76.94% respectively.
Shennan Circuit, the IPO plan to raise funds 170,000 million, the number of public offering of shares not more than 70 million shares of Shennan Circuit, the top five customers accounted for the proportion of sales accounted for 44.48%, 40.46%, 47.35% 40.82%, of which the sales volume of Huawei, the largest customer, grew rapidly, accounting for 16.50%, 20.18%, 29.09% and 24.55% respectively.
Has been listed on the gambling of the core technology, and now not only the performance decline, but also by hundreds of millions of lawsuit ridden, the original investment in a number of private equity shareholders are expected to regret 'had to take the eye.' In addition to the board, part of the core technology Do not agree with the company to withdraw the 'new three board' plan, and this one of the reasons, it is likely to be attracted to the IPO by the institutional shareholders, huffing vote against the vote in the last year in July last year, , To take the agreement to transfer the way, since the listing has been traded in the system has not been traded, but also did not have a fixed financing.That is, the company's current shareholders are listed before the investment shares.
Qicheng Technology said that according to the company's strategic development needs, in order to improve the efficiency of the company's business decision-making to promote the company's long-term development, and with the company's IPO plan started by the company carefully consider the proposed company shares in the national stock transfer system limited The liability company terminates the stock listing. Http://laoyaoba.com/ss6/html/17/n-652117.htmlhttp://laoyaoba.com/ss6/html/37/n-652237.htmlhttp://laoyaoba.com/ ss6 / html / 07 / n-652207.htmlhttp: //laoyaoba.com/ss6/html/49/n-652349.html
Jingjia micro next-generation GPU chip will begin film, Jacques technology into the semiconductor special gas industry, Silan slightly before the third quarter net profit by 130%;
The net profit of 55.702 million yuan, an increase of 3.9603%; Construction project (a) project body has been completed, according to plan to continue to seize the base construction project work.The next GPU research and development because of the large-scale chip, the design complex, the original planned film time has been delayed, is expected before the end of 2017 About to start.
National Integrated Circuit Industry Fund (Big Fund) invested a total of 5.5 million, the transaction will be completed after the completion of the third largest shareholder of Jacques Technology, the day before, Jacques also announced that the proposed 2.467 billion acquisition of 90% stake in the United States and wholly owned Mr. Chen Jinlong, President of Jacques Technology Electronic Materials Division, said that this transaction will be able to enrich the company's existing electronic product line by rapidly expanding the potential of the semiconductor special gas in the future. Short board, the company brought new stability and sustained profit growth point.
Hangzhou Silan announced the third quarter of this year's performance forecast notice is expected to achieve the first three quarters of this year to achieve net profit compared with the same period last year will increase 100% to 130% over the same period last year attributable to shareholders of listed companies net profit of 60,637,660.15 yuan. , The third quarter of Sri Lanka Silk Microelectronics Hangzhou Shilan Ji Xin Microelectronics Co., Ltd. 8-inch chip production line has been part of the product into mass production, output increased month by month, chip output in September has reached 10000. Chen Xiangdong said that the end of this year And strive to achieve 15,000 / month, the end of next year to achieve the monthly 30,000 - 4 million of production capacity, to meet the needs of the market. Http://laoyaoba.com/ss6/html/78/n-651978.htmlhttp:/ /laoyaoba.com/ss6/html/18/n-652318.htmlhttp://laoyaoba.com/ss6/html/13/n-652313.html
Apple, Google claims: China's investment laws and regulations infringement of intellectual property rights denied; Beijing Intellectual Property Court has accepted Qualcomm suit Apple case
Erin Ennis, senior vice president of the US-China Business Council, said China's foreign investment regulations required part of the company to transfer technology to Chinese entities, according to Reuters independent report, Ou Yulin said that the US-China Trade Committee of the 200 member companies According to a survey, only one-third of the companies were asked to transfer technology in accordance with Chinese law, and there was little compensation for companies that were forced to transfer technology, and Ou Yulin warned not to take high pressure, saying that US government officials should encourage China To correct any problems that exist, rather than to take unilateral actions that may undermine the booming trade relations between the two sides, and the dispute settlement procedures to be dealt with by the World Trade Organization.
Qualcomm announced that it has launched a lawsuit in China to seek to ban Apple from selling and manufacturing iPhone in China on Oct. 14. It is understood that the Beijing Intellectual Property Court has accepted the case.
For Qualcomm's lawsuit, Apple said Apple has been willing to pay a reasonable fee for the patent, Qualcomm's litigation has no value, will fail. 'Regulatory authorities around the world to determine Qualcomm abuse its status over the years.' In a response In the apple said. Http://laoyaoba.com/ss6/html/14/n-652314.htmlhttp://laoyaoba.com/ss6/html/20/n-652120.html
Paul thousands of miles to be acquired Wutai difficult to promote Zhuang Min resigned from the chairman of the shares of the shares were frozen
July 22, Paul Qian issued a notice on the progress of major asset restructuring, the official disclosure of the acquisition of the subject of Dongguan City, the fertile capital of Dongguan City, the Ministry of Finance, the Ministry of Finance, the Ministry of Finance, the Ministry of Finance, the Ministry of Finance, New energy limited company (hereinafter referred to as 'Wo Tai Tong').
Announced that the company since July 25 this year, suspended from the relevant parties on the matter to further negotiations and communication, the demonstration, the company intends to plan a major acquisition is expected to constitute a major asset restructuring, and in August 8, 2017 entered Significant asset reorganization procedures The pre-planning period for major events was included in the period of major asset reorganization, which was due on July 25, 2017.
The acquisition of the major assets of the acquisition of Wotai Tong is an electrical machinery and equipment manufacturing enterprises, the controlling shareholder of Shenzhen City Langtai Electronics Co., Ltd., the actual control for Deng Zhirong. Transactions and prices and other key terms are still in consultation, Not yet confirmed.
However, during the suspension period, Bao Qianli, chairman of Zhuang Min and other executives due to the listing of self-made false agreement was ordered by the Commission to correct, Zhuang Min and impose a fine of 600,000; another Zhuang Min 35.07% of the shares have been all frozen by the court, There may be a stock disposal caused the company to control the change, resulting in the major asset restructuring there is a large uncertainty.
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