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1, 18 billion yuan! Trillion easy innovation and Hefei production vote signed 12-inch wafer storage project;
On October 27, Zhao Yi Innovation issued a notice on the signing of the cooperation agreement, announced that to further promote the development of trillion and innovation and Hefei Industrial Investment Holdings (Group) Co., Ltd. (hereinafter referred to as 'Hefei production vote' ) Signed the Cooperation Agreement on Memory R & D Project on 26 October (hereinafter referred to as the "Cooperation Agreement"), and agreed to cooperate with the 12-inch wafer of 19nm memory in Hefei Economic and Technological Development Zone of Anhui Province (Including DRAM, etc.) R & D project (hereinafter referred to as 'project'), the project budget is about 18 billion yuan.
According to the disclosure, Zhao Yi innovation and Hefei production in October 26th in Hefei, Anhui Province signed a "cooperation agreement", "cooperation agreement" the main contents include four aspects:
1. The project is to develop 12-inch wafer memory (including DRAM, etc.) of 19nm memory in Hefei Economic and Technological Development Zone Airport Economic Demonstration Zone. The goal is to develop successfully on December 31, 2018, Product yield (good test of the wafer in the proportion of the entire wafer) of not less than 10%;
2. The project budget is about 18 billion yuan, according to the progress of the implementation of the project by the two sides can be adjusted by consensus. The investment required by the project and the Hefei production and investment in accordance with the ratio of 1: 4 to raise, capital investment, including Is not limited to the direct or indirect equity investment by either party or through the provision of borrowing by itself or the designated entity, and the parties may sign a definite, specific one or more implementation agreement as required for the specific implementation of the project;
3. On the premise of the project capacity in order to ensure the legal compliance under the premise of the project capacity agreement, requiring the project R & D and production of DRAM products for the company to sell and meet the company's customer market demand, the price of reference to market conditions and given The best priority. The project priority to undertake the company's DRAM product OEM needs for the company to design products of the film, production support and convenience, the price of reference to the market and give the best discount;
4. If the project objectives can be achieved on schedule, the Company shall be obliged to meet the requirements of the production and operation of the Company, and the Company shall, within 5 years after the achievement of the Target, acquire the third party in accordance with the Cooperation Agreement in accordance with the Agreement If the Company fails to meet the objectives of the project on schedule, the profit and loss arising from the project will be shared or assumed by the Company and Hefei Production Bank in accordance with the agreed 1: 4 ratio.
It is understood that Hefei production and investment of the only shareholders and the actual controller for the Hefei Municipal People's Government State-owned Assets Supervision and Administration Commission, the registered capital of 10.854 billion yuan, the main business for the government within the scope of state-owned assets management, asset management, Transfer and acquisition, etc .. As of December 31, 2016, Hefei production and investment total assets of 30.538 billion yuan, total liabilities of 15.846 billion yuan, the total amount of debt, equity investment, equity investment, asset restructuring, Yuan, net assets of 14.692 billion yuan.As of June 30, 2017, Hefei production and investment total assets of 35.643 billion yuan, total liabilities of 18.311 billion yuan, net assets of 17.332 billion yuan .2017 January-June to achieve operating income of 1.264 billion yuan, Net profit of 179 million yuan.
However, according to the agreement, the two sides "cooperation agreement" need to meet the two conditions before the entry into force, first, the state-owned assets regulatory approval and approval of Hefei production and investment signed a "cooperation agreement"; second, trillion innovation board of directors, shareholders meeting agreed to the company Signed a "cooperation agreement".
At present, Zhao Yi Innovation has convened a meeting of the board of directors, and all the directors unanimously adopted the "Proposal on Signing", and agreed to sign the "Cooperation Agreement" with Hefei Production and Cooperation Project to jointly carry out the project. The validity of the Cooperation Agreement is valid. 5 years from the date.
Zhao Yi innovation that the signing of the investment agreement, in line with the company's strategic development needs, is conducive to the company's future development space to further enhance the future development of the company into the power of the project if the smooth implementation will help the company rich product line, Access to adequate production capacity for the company to provide sustainable development support and protection, enhance the company's core competitiveness and industry influence.
2, trillion easy to innovate the first three quarters of net profit of 339 million yuan, is expected to rise year on year;
In the first three quarters, the company achieved operating income of RMB 1.517 billion, an increase of 44.69% over the same period of last year. The average operating income of the semiconductor and component industries grew at 33.95%. Net profit of shareholders of listed companies was 339 million yuan, an increase of 134.74% over the same period of last year. The average net profit growth rate of semiconductor and component industry was 15.74% and the Company's earnings per share was RMB1.70.
In the first half of this year, Zhao Yi innovation to achieve operating income of 939 million yuan, an increase of 43.29%; attributable to shareholders of listed companies net profit of 179 million yuan, an increase of 99.59% .In addition to rising profits, the first half trillion easy to innovate NORFlash And MCU series product lines also introduced a number of new products, including the introduction of ultra-low power NORFlash products, micro-controller and fingerprint recognition FPR series dedicated MCU and so on.
However, this year, the global semiconductor industry supply chain production capacity is tight, and demand increased significantly, the market appears in short supply.Ma Yi innovation in the rich product line, to meet the needs of market applications, but also optimize the supply chain management, and actively cope with capacity constraints, Supply chain management, the deployment of the supplier capacity. At the same time strengthen the supply chain links and links, for new products, new application development, new technologies and new processes, reduce costs, improve yield and maintain stable supply.
At the beginning of September, Zhao Yi Innovation disclosed the "strategic cooperation agreement" signed with SMIC for 1.2 billion yuan. The agreement is a supply cooperation agreement. The contract is the raw material wafer, which will help protect the long-term stable production capacity , To further consolidate the long-term partnership between the two sides, enhance the competitive advantage.
Similarly, in September, Kawasaki Innovation and the National Big Fund, Beijing Enlightenment in the sea Venture Capital Co., Ltd., Ying Fu Tektronix Venture Capital Co., Ltd. signed the "Share Transfer Agreement" formal completion of the registration procedures. Big Fund as a strategic investor to become a trillion Easy to innovate the second largest shareholder, will play a state-owned background industry fund industry development guide role, support trillion innovation to become the world's leading storage chip and MCU design company, promote the company's product application, the formation of benign self-development capacity, The overall development of the national storage industry.
Merrill Lynch said that the first three quarters of this year, increased market demand, resulting in a larger increase in sales, the company's net profit during the reporting period increased significantly over the same period last year, the market demand is expected to remain optimistic in the fourth quarter of 2017, a corresponding increase in sales, The cumulative net profit compared with the same period last year increased significantly.
3, high cloud heavy launch of new products GW1NS-2 SoC, GW3AT;
(Hereinafter referred to as 'high cloud semiconductors') recently held in Shanghai in 2017 annual new product launches, released a small and specialized GW1NS-2 SoC, high-tech, high-tech, high-tech, GW3AT high-performance FPGA and RISC-V platform products.
With the emerging market and technology applications emerging, FPGA applications more hot, the market scale showing a rapid growth trend of ladder is expected in 2022 Asia-Pacific region FPGA market will exceed $ 4 billion; and the current global market, 99% of the FPGA market is still the US company Monopoly, Lattice acquisitions again by the US government halted, the industry more and more profound understanding of the FPGA is rich can not buy high-end advanced technology, the development of domestic FPGA only take the positive design of independent research and development of the road.
Since its inception in January 2014, GAOYUN Semiconductor has been adhering to the design, and after three years of vigilance, we have introduced two generations of Chen Xi, Xiao Bee, four series of FPGA products, covering 11 models, more than 50 kinds of packaging Chip, became a domestic FPGA leader.
As a typical medium density FPGA, the Chenxi family of products is a typical 55nm SRAM manufacturing process, including GW2A-55, GW2A-18 and GW2AR-18, in which GW2A-55 is not only in the same density device I / O The largest and is the first 400 million gate-level medium density FPGA devices, Chenxi family products can be widely used in communications networks, industrial control, industrial video, servers, consumer electronics and other fields.
Based on the industry-leading 55nm embedded Flash + SRAM manufacturing process of small bee family of products for low-density FPGA market, with low power consumption, instant start, low cost, non-volatile, high security, rich package, easy to use Flexible and so on.The small bee family includes GW1N, GW1NR two series, which GW1NR series integrates high-cloud semiconductor first random access user flash module, embedded user memory is the first international nonvolatile FPGA device, effective The expansion of the scope of application, in addition to traditional communications, industrial control, video surveillance and other areas of application requirements, but also for the consumer industry customers to provide more choices.
With independent intellectual property rights EDA development software - cloud source software has been updated to 1.7.9 version, embedded by Synopsys regular authorized Synplify Pro, support Verilog, VHDL and other languages mixed programming, embedded rich design aids and hardware debugging tools , Can complete the FPGA development process integration, layout, wiring and generate bit stream and other one-stop work to help users generate high-quality compiler results to meet the high, medium and low density FPGA development needs.
High-speed DDR interface IP, MIPI interface IP, LVDS LCD controller, embedded memory controller, high-speed DDR interface IP, LVDS LCD controller, embedded memory controller, embedded memory controller, embedded memory controller, embedded memory controller, embedded memory controller Such as IP soft core.
At present, high-cloud semiconductor FPGA products have penetrated into more than ten typical industries, the customer development reached more than 200, of which more than 20 customers have begun bulk purchase, more than 40 projects are underway, the market showed a rapid growth trend, Before the cumulative sales will exceed 2 million, the real realization of the industrialization of domestic FPGA development.
Gao Yun Semiconductor Accumulate, to the front, to innovative products, quality service, won the industry's wide acclaim and recognition, 2015, 2016 for two consecutive years by EETIME as the world's 60 worthy of the start-up technology companies.
GW1NS-2 SoC, GW3AT high-performance FPGA and RISC-V platform products will continue to continue high-cloud semiconductor innovation lineage, deep plowing, with accurate market positioning and complete FPGA solutions to build domestic FPGA national brand.
In this conference, at the same time held a high cloud semiconductor and Guangzhou Development Zone signed a strategic cooperation agreement signing ceremony.
4, Chongqing integrated circuit technology innovation strategic alliance was established;
October 21, Chongqing Integrated Circuit Technology Innovation Strategic Alliance was established in Chongqing University of Posts and Telecommunications, it is reported that this is the first in the field of integrated circuit industry in Chongqing, covering the whole industry chain of technological innovation strategic alliance. According to reports, Chongqing At present, Chongqing has brought together chip design, chip manufacturing, packaging and testing, raw material manufacturing, etc., and so on. Downstream business.
Chongqing City, integrated circuit technology innovation strategic alliance of the first batch of members, including 10 companies, 3 universities and 2 research institutes. The first to join the strategic alliance of technological innovation enterprises, brought together the southwest integration, Jinshan technology, China Aviation Microelectronics, In the Central and Chongqing, Chongqing and other groups in the integrated circuit industry has a certain influence of the enterprise. Union has two state-level key laboratories, a key national defense laboratory, a provincial key laboratory.
Chongqing integrated circuit technology innovation strategic alliance official said that after the establishment of the Union will give full play to the characteristics of rich science and technology resources, to build an open platform for cooperation, play a leading role in leading enterprises to carry out extensive and in-depth cooperation to drive upstream and downstream enterprises, Colleges and universities to carry out the depth of the production and research collaboration and innovation, to build a strong influence in the domestic integrated circuit industry cluster for Chongqing to achieve trillion-class electronic information industry cluster to provide core competitiveness.
5, 2021 China's semiconductor materials market size will exceed 120 billion yuan;
In order to speed up the innovation and development of local semiconductor manufacturing materials and parts enterprises, close international cooperation, to create a 'innovation, open, cooperative and win-win' local supply chain, in 02 special group and integrated circuit industry technology innovation strategic alliance Support, the integrated circuit materials and parts industry technology innovation strategic alliance and the China Semiconductor Industry Association support industry branch in October 22-23 in Ningbo Beilun held 'China semiconductor materials and parts development 2017 meeting'.
Materials and components as an important part of the semiconductor industry chain, in the development of the industry play an important basic support role in the past 10 years, innovation-driven and market-led role, the mainland of China has initially formed a semiconductor China's semiconductor materials market growth is strong, is expected to become the world's third largest market after 2018. Integrated circuit materials and parts industry technology innovation strategic alliance Secretary-General Shi Ying pointed out that by 2020, the world's largest supplier of materials and parts industry, China's semiconductor materials industry scale, agglomeration development trend will be basically formed, but also will build a more complete new material standard system, the formation of a number of international influence of the new materials company. By 2021, the domestic semiconductor materials market will break through the scale 120 billion yuan.
From the domestic and foreign well-known semiconductor materials and parts enterprises, integrated circuit manufacturing enterprises, integrated circuit packaging enterprises, high-end equipment manufacturing company executives and related experts and scholars attended more than 300 people on the Chinese semiconductor manufacturing materials and parts of the localization of supply chain development trend , The future technology and market demand, international cooperation and localization of the path of integration, to promote technological innovation and industrial development preferential policies for the discussion and exchange of integrated circuit materials and parts of the Union (Ningbo) Industry Promotion Center inauguration ceremony and Shengxin Fund release ceremony At the same time. (Zhu Lingzhen) China Electronics News
6, large fund industry chain together to break the IC industry asymmetric competition;
Securities Times reporter Ruan Runsheng
Few industry has the same industry as the integrated circuit, as the most sophisticated industrial technology representatives, gathered from the anxiety of the people, the formation of development consensus, and a little bit of hope in the release of asymmetric competition with the international semiconductor giants, the National Integrated Circuit Industry Fund In which constantly through the mechanism, market, capital and other parties together to change the status quo.
When the establishment of the first large fund fundraising was actively subscribed, the original plan 120 billion yuan eventually raised more than 100 billion yuan to about 20 billion US dollars of the volume to become the most massive domestic industry funds, and Intel, TSMC, Samsung and other semiconductor giants annual capital expenditure are about 10 billion US dollars, the size of the fund is only relative to the above two years the average capital expenditure.
More harsh, the scale of integrated circuit imports often compared with the original oil imports, and now the gap continues to expand from 2015 onwards, the amount of integrated circuit imports on a large proportion of overtake of crude oil, 2016 integrated circuit imports reached 2270 Billion, the gap widened to nearly doubled.
As the world's largest mobile communications market, China's huge demand for chips, which also gives opportunities for business opportunities such as Spreadtrum.From the US privatization, Spreadtrum has become the main force of China's IC design industry. In last year's sales of 12.5 billion yuan, and to South Asia, Latin America and other overseas markets to expand, to the high-end chip force.
Overall, in the core technology is highly blocked, the international mergers and acquisitions door on the domestic capital over the sensitive background, independent research and development of China's IC industry to break through an important way in the industrial chain, the domestic integrated circuit manufacturing the weakest, the corresponding semiconductor equipment and Material domestic rate is also a serious shortage of industry estimates of domestic equipment adoption rate of less than 10% .As a big fund investment target, equipment manufacturers in the micro-semiconductor has made a breakthrough.
In a public speech, the CEO Zhou Zhiyao introduced the US Department of Commerce's proposal to remove the anisotropic plasma dry etching equipment from the 'dual-use list' of export control and cancel the blockade against China because the ' There is a company capable of supplying enough quantity and equivalent quality of the etching machine to continue the current national safety export control has failed to achieve the goal. 'Language strike, the scene suddenly sounded applause.
To a certain extent, the big fund in a certain degree of cohesion from the industry chain together to increase investment after the interactive integration.As the largest IC foundry, SMIC has been vigorously investing in large funds, according to the total amount of nearly 16 billion yuan. SMIC executives have told reporters that China will increase the localization rate of equipment.Microelectronics and Zhao Yi innovation signed a "strategic cooperation agreement" to the end of 2018 before the purchase of 1.2 billion yuan or more raw material wafers; packaging test link , SMIC through its core semiconductor participation in the long power technology overseas acquisitions, and will spend 650 million yuan to participate in the subscription of long power technology increased, to maintain the proportion of 14.28% stake unchanged, the second largest shareholder, and in the long Electric Technology has two board seats.
At the same time, in the face of long-term investment, high-risk, large funds are also accelerating the development of investment eco-chain .In 2015, the big fund joint SMIC, Purple Qingqing, three security group set up Xinxin leasing, the first integrated circuit industry Finance leasing company, the registered capital of 56.8 billion yuan.When the core investment management company president, core Xin finance leasing chairman Lu Jun said Core Xin leasing areas covered by integrated circuit integrated industrial chain, will ease our integrated circuit Industry investment and financing bottlenecks to promote the development of domestic integrated circuit equipment, and improve the industry investment and financing environment.In addition, the big fund also invested in shares of Beijing, Shanghai, Hubei, Wuhan and other local funds, stimulated the enthusiasm of social capital investment yesterday, Ding Wenwu also said that the local government, social capital, the interests of the main industry is consistent with the development model of an option.
Core research fund manager Gu Wenjun told reporters that the establishment of a large fund to stimulate the city and social capital of the semiconductor attention and investment.According to the core research statistics, after the establishment of large funds, Beijing, Shanghai, Wuhan, Hefei, Kunshan And so on are set up for the semiconductor industry funds, the total size of more than 200 billion yuan, the establishment of social capital of semiconductor funds or investment in semiconductor capital is expected to more than 100 billion yuan in some major projects, such as the Yangtze River storage, Microelectronics, etc., large funds are in close coordination with local capital, but some local capital, the government lacks the national industry layout vision and coordination, but in such projects in large funds failed to obtain planning value.We hope that the two major funds in the Local fund coordination, support enterprise diversification, investment concentration and industrial chain interaction to further improve the integration.
7, Jun is T20 chip won the twelfth 'China core' of the Ministry of Industry and the most potential product award;
On October 23, 2017, the China Electronics Industry Council was held in Kunshan by the Industrial and Information Technology Software and Integrated Circuit Promotion Center (CSIP) in 2017. The 12th Anniversary of China's IC Industry Promotion Conference was held, China's core of the most potential award ',' China's core market performance award 'and other heavyweight awards. Among them, Jun is with independent design of intelligent video processor chip T20 won the twelfth' China core 'the most potential products Award. As China's IC industry and application of innovative vane and review, 'China's core' selection activities has become one of the most influential brands in the industry. Jun Zheng won the 'China's core' award on behalf of the king Is in the field of intelligent video innovation and market development potential to obtain the authority of the industry affirmed.
Jun will continue to adhere to the 'innovative technology, independent research and development' technology strategy, and constantly improve the core technology in the independent research and development capabilities, continuous innovation, the industry to provide more competitive intelligent video solutions.