Big two funds to invest in memory, IC design

With the promotion of Chinese government policies and the first phase of major fund blessing, the competitiveness of China's semiconductor industry in the international market has increased dramatically, and the industrial structure has been gradually optimized. For the Chinese government policies and actions, the support for the development of the semiconductor industry , Will also gradually expand from the central to local.In the future, large funds will continue to support the current development of the weak but very important part of the industrial chain, memory-related, SiC / GaN and other compound semiconductor, around IoT / 5G / AI / Smart car applications such as IC design industry trends, is expected to be the future of China's government policies and large fund investment in the three major directions.

The major fund plays a key role in the current second phase of fund-raising is expected to scale will exceed 100 billion yuan, with the joint investment projects will also be adjusted, of which IC design will increase to 20-25% of the proportion of investment projects will also be expanded To start-ups with potential for growth.

On the other hand, the Chinese government has also made the Central Government's strategy of boosting local development fairly clear. By June 2017, the local semiconductor industry investment fund set up in line with major funds has reached 5,145 billion yuan, of which the largest is up to 50 billion yuan In response to the call of the Central Government, local governments have successively released special policies on the semiconductor industry. Their scope covers funds, research and development, investment, innovation and talent, which mean their determination and courage in developing the semiconductor industry and their practical support to the industry. confidence.

The Chinese government, in a totally new way, will promote the development of the semiconductor industry in a more planned and comprehensive manner (from the central government to the local government). It is expected that the output value of China's semiconductor industry will continue to hit a new high in 2018 at an estimated cost of 620 billion yuan, Maintain a 20% annual growth rate; a new generation of semiconductor town will also rise one after another, in addition to the past in Shanghai, Jiangsu, Shenzhen, Beijing and other semiconductor one of the Hefei, Xiamen, Jinjiang is expected to become a new generation of semiconductor town, China's strong semiconductor industry Rising, how will affect the global semiconductor industry pattern, is undoubtedly the biggest focus of attention of the global industry.

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