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1.Dialog shares hit a record low, purple buy shares have increased to 8.15%;
According to Reuters, according to the contents of the announcement by Dialog Semiconductor on the 7th, the equity ratio held by the two companies by Ziguang Group increased by 1 percentage point from the last announcement (December 5), according to a Reuters report. To 8.15%, making it the largest shareholder. Dialog dropped 4.17% to 23.43 euros on December 7, its lowest level since October 2014; its decline widened to 34.93% in the past year.
According to Dialog's announcement on the official website, the merger shareholding ratio of Ziguang Technology Strategic Investment Co., Ltd. and Ziguang International Group Co., Ltd. exceeded 3% on May 9, 2017 and the closing price on the day of Dai Lege was 43.0 euros;
On May 12, the merger reached 4%, with a closing price of 43.99 euros on the day.
On May 18, the combined ownership of the company reached 5%, with the closing price of 44.85 euros on the day.
On June 26, the merger reached 6% of the shares, while the Dai Lege closed the day at 38.25 euros.
On Nov. 30, when Dialog shares fell heavily due to Nikkei's news coverage, Violet again came into the yard to increase its shareholding ratio to 7.15% .According to Dialog's announcement on December 4, Vigor Strategic Investment Co., Ltd. held 6.89% equity interest in Dingle, a wholly-owned subsidiary of Ziguang Group Co., Ltd. "Ziguang Group International Co., Ltd. holds 0.26% of the equity.
December 4, Deloitte released a press release that is still the largest customer Apple's power management chip supplier, however, Dell admitted that Apple has the resources and ability to design their own PMIC.
More than 70% of Dialog's revenue came from Apple in 2016. In recent years Dialog has also tried to reduce its reliance on Apple and several other smartphones, for example in 2014 trying to merge with Austria AG, a sensor chip maker, in 2015 Acquired Atmel, but failed.
2. The fourth wave of group held a text purple technology over 20% stake in science and technology;
Securities Times reporter Tong Lu
On December 8, Wenyi Technologies (600520) announced that the shareholders of the Company, Ziguang Group and its concerted action person, Ziguang Communication, passed Level 2 between February 6 and December 6, 2017, The market holdings of 876.47 million shares, the current shareholding proportion of the Group and its concerted action rose from 15% to 20.54%.
Announcement shows that the main holdings for the Purple Group and Purple Communications, Purple Group, nearly 10 months to increase the text of a technology 2832800 shares, the shareholding ratio increased from 10.69% to 12.48%, Purple Communications holdings 593.18 million shares, Shareholding ratio increased from 3.74% to 6.95%. Coupled with the same controlled by the Group of Tibet Chunhua, Tibet Communications, Jiankun investment stake held by the current group and the concerted action Ziguang and more than 20% stake in the fourth Cite a text of a technology, 'challenged' the largest shareholder.
Text of a science and technology that the changes in equity will not lead to changes in the controlling shareholder of the company, the actual controller.At present, Anhui Wenyi Group, a real estate company through the Ruizhen commercial control of a technology.In November this year, the listed company by the original name 'Technology in China' has been changed to 'Technology in Culture and Literature', so what Wen Yi Group said 'Sovereign' is self-evident.
Previous text a group chairman Zhou Wenyu had told Securities Times · e company interview, said the listed company for the Wenyi Group has an important strategic significance in June 2016 to accept the equity transfer of a text technology (that is, hair technology) After the controlling shareholding, Wenyi Group provided a series of transformation support to Zhongfa Science and Technology Co., Ltd. Wenyi Science and Technology is currently engaged in the business of semiconductor packaging plates and other parts, and also engaged in the business of part of the steel and aluminum alloy doors and windows with major shareholder industries.
In response to the relationship with the Group of the Purple Light, Wen Yi technology repeatedly clarified through the investor interaction platform, 'the company and the Group and its subsidiaries there is no business dealings' .Technology total share capital of 158 million shares to December 8 closing The price calculation, the company's total market capitalization of only 2.676 billion yuan.
Corresponding to the increase of the Group and Violet, Wenyi Group has also been overweight listed companies.Data disclosed on June 30 this year, Ruizhen Commercial and its concerted action holders of 42,589,800 shares in the hair technology, accounting for the total Equity of 26.89% .Seven quarterly report shows that the text of a real estate, the text of a new third quarter of the text into a technology of the 8th and 10th largest shareholder, holding 1.22% and 0.99%, respectively, while the real business also increased by 32.62 However, as of now, Wenyi Group's holdings have not yet reached the disclosure standards.
Ziguang Group and its concerted actors said that the increase is based on the text of a science and technology business development and transformation and development confidence in the future of the plan is more 'fiasco', said it will be based on their own capital, decided in the future Whether it will continue to overweight or dispose of the shares that have the rights and interests in Wenyi Technology within 12 months.According to the statistics, except for its control of Ziguang Guoxin (48.010, 2.13, 4.64%), Ziguang (64.560, 1.62, 2.57%), / * ST purple school (36.680, 0.00, 0.00%), the Group and its subsidiaries also appeared in the 16 A-share listed companies in the top ten list of the third quarter, which only placards Man Yi Technology and Shandong Jintai (12.800, 0.22, 1.75%) (holding 5.13%).
It is worth noting that, while A-share capital is in constant operation, Ziguang Group has made billions or even billions of investment in the field of integrated circuits in recent years, and overseas markets are constantly moving. Recently, there was news that Ziguang Group passed a subsidiary in Shares in Dialog Semiconductor, an Apple chip supplier, were increased by 7.15% on Nov. 30. Ziguang Group also completed privatization of Spreadtrum Communications in 2013 and has said it has repeatedly hoped to bring Spreadtrum to market in 2018.
Previously Ziguang Zhao Group, chairman of the Group responded to the media 'Purple is playing the capital of the suspicions', he said: What is the capital of the people who bought, and then sold to others.Violet bought a business did not sell, and constantly Increase investment, from a pony into a horse, Maxima.For enterprises, the development is the core, M & A may be a particular stage is a means.So an entrepreneur to combine the ideal of your industry and business reality, In order to be able to illuminate the future of the enterprise, I am sure I resorted to capital, with the help of such a tool, but applied it to the career I devoted and paid for it for my life.
Recently, Zhao Wei-guo's latest position at the World Internet Conference is that the focus of the company's development is on integrated circuits, saying that Ziguang will invest at least 100 billion U.S. dollars in the chip manufacturing industry in the next 10 years. Last month, Ziguang announced that it would invest 100 billion yuan Yuan, the construction of Violet Cloud Core City Industrial Group project and the headquarters of South China.
3. NAND Flash production capacity will be opened next year, Nan Mao compete for the Yangtze River storage orders;
Last week, Zhao Weiguo, chairman of Ziguang Group, revealed at the 4th World Internet Conference held in Wuzhen, Zhejiang Province that the Yangtze River Storage has developed a 32-layer 64G fully-owned 3D NAND chip that will be fully autonomous intellectual property rights and will be implemented next year According to DIGITIMES reports, market observers revealed that Namco is expected to receive back-end IC packaging and testing of 3D NAND flash memory chips developed by the Yangtze River Storage.
After Micron set up the IC packaging and testing plant in Taichung, the impact on Taiwan's Li Cheng and Nam Mao enterprises was not small, especially for Nam Mao, the majority of Micron's IC packaging and testing orders were transferred to Li Cheng's Xi'an plant, Nan Mao must strive for mainland manufacturers to release NOR Flash packaging and testing orders to make up for the vacancy in Micron orders.According to industry sources, Namco technology has been acquired from the Yangtze River storage wholly owned subsidiary Wuhan Xinxin access to NOR flash memory orders .
Some experts pointed out that the strategic cooperation between Tsinghua Unisplendour and Nan Mao Technology was a success.At the end of 2016, Nan Mao Technology transferred the 54.98% stake of Shanghai Sunhong Microelectronics to a wholly owned subsidiary of Tsinghua Unisplendour Group for about 72 million U.S. dollars Ziguang Guo Wei and strategic investors and employees, Nam Mao holdings fell to 46%, both through joint ventures in the form of macro-microelectronics, strategic alliances in March 2017, the two sides formally completed the delivery of equity.
Currently, the first phase of the Yangtze River Storage Phase 1 has been completed ahead of schedule on September 28, and the first phase of production and power plant construction area reached 524,000 ㎡. It is expected to be put into operation in 2018 and the total production capacity will reach 300,000 units / Month, the annual output value will exceed 10 billion US dollars.Therefore, in 2018, South Mao Technology has a very good chance of securing orders for the storage of the Yangtze River.
In addition, some supply chain vendors said that as the yield of 3D NAND Flash gradually improves, the NAND flash supply problem may be alleviated in the first quarter of 2018. Memory-related IC packaging and testing companies such as Li Cheng, Huatai, Nan Mao and Huadong, Tone, follow-up will fight for the purple light of the Yangtze River storage orders.
It can be said that the NAND Flash supply problem is alleviated and there is only a limited impact on the strength of IC packaging and testing orders held by non-Korean major memory factories. However, for the second-tier medium and small-scale IC packaging and testing, this will help the operation For example, Huatai, a second-line manufacturer of memory IC packaging and testing, has been operating normally in 2017. In the fourth quarter, we must rely on EMS foundry services to support operations. However, if the shortage of NAND Flash in the first half of 2018 improves, it will help Huatai Capacity utilization rebounded, 2018 is a chance to reverse the loss.
In the DRAM area, due to the fact that Micron filed a civil lawsuit in California, suing UMC and Fujian Jinhua for infringing upon the business secrets of DRAM, the layout of DRAM packaging and testing in the future is still urgent for silicon products that urgently want to return to DRAM packaging and testing. However, since Ziguang has acquired a 30% stake in Silicon Suzhou, the industry believes the future cooperation between Silicon and Ziguang will be further deepened and there will also be opportunities to fight for storage orders for the storage of the Yangtze River.
However, NAND Flash's production capacity has been eased, but with the arrival of the off-season prices are expected to decline in decline.Yesterday in the 'MTR Extension 2018 Key Components Trend Forum', TrendForce pointed out that the NAND Flash industry demand in the first half of 2018 Weak, prices have the opportunity to go down in the second half in the steady recovery of demand and NAND Flash capacity expansion may once again be in short supply, the price decline will also stop.Abnormal 20180 NAND Flash ASP will be more 2017 recession 10% to 20%.
4. Tsinghua Wu Huaqiang at the International Electronic Assembly made brain-like computer-based special report;
Tsinghua News Network December 8 December 2-6, the 63rd International Electron Devices Meeting (IEDM) held in San Francisco, California, Tsinghua University Department of Microelectronics, Associate Professor Wu Huaqiang invited to make a special report, The topic of the report is "Device and circuit optimization of RRAM for Neuromorphic computing." The International Electron Devices Conference is the premier conference in the field of microelectronics, in conjunction with the International Solid State Semiconductor Circuits Conference (ISSCC ) And said the field of microelectronics 'Olympic event.' This year's International Electronic Assembly attracted more than 1900 participants from around the world.
However, with the expansion of the network, subject to the traditional Von Neumann architecture, the existing common hardware platforms (CPU, GPU and FPGA, etc.) It is hard to realize the related algorithms.Studies based on the new type of memristor have become the international hotspot and the subject frontier and can be widely used in the IoT and edge computing and intelligent recognition tasks.
Mesenchymal-based brain-like schematics.
Wu Huaqiang has long been devoting himself to relevant research and has profound technical accumulation.In the related report, Wu Huaqiang demonstrated how to optimize the joint design for brain-like computing based on devices, circuit structures and algorithms.According to material, device structure and process optimization , A memristor electronic synapse array with good bidirectional continuous resistivity change was prepared.Based on this array, experiments were performed to validate the face recognition function and to demonstrate the sustainable learning ability that is unique to other hardware implementations.
Wu Huaqiang further from the power consumption, area design, circuit design optimization, and for the characteristics of memristors, for the first time in the world proposed the hidden layer output binarization (Binarized-hidden-layer) chip architecture for handwritten digital body recognition Task, analyzed the influence of non-linearity, volatility and difference of the device, and put forward quantitatively the performance requirement to the memristor device, pointed out the direction of device optimization.
International Electron Devices Conference originated in 1955, the main coverage of international research and development in the field of microelectronic devices in the field of microelectronics is the top conference in the field of microelectronics, so far more than 60 years of history, in the international semiconductor technology enjoys a very high Academic status and broad influence, foreign media hailed as 'the field of micro-electronics Olympic gala'.
5. Soup and Honda cooperation autopilot program will be used for passenger car scene L4 level;
The two companies will jointly develop the L4-class automatic driving solution for the passenger car scene based on Honda's vehicle control technology system and Fusion Soup's vision algorithm and development platform. In addition, Honda will expand its robot business with Shang Tang Technology in the future Cooperation.
According to the official introduction, Shang Tang Technology and Honda co-developed autopilot technology solutions mainly for the passenger car market scenarios, based on visual technology rather than high-precision maps to cover a wider area of the scene. (Xin Ling)
6. Hefei Hosts Cross-Strait Semiconductor Industry Forum to Build 'IC Capital'
Recently, the Third Cross-Strait Semiconductor Industry Forum (Hefei) was jointly hosted by the Hefei Municipal Government, Taiwan's Huju Foundation and Anhui Provincial Taiwan Affairs Office in 2017. The deputy secretary-general of China Semiconductor Association Yu Xiekang, Chen Ruilong, chairman of Taiwan's Huju Foundation and Peng Hongbing, vice president of National IC Investment Fund Co., Ltd., attended the forum and delivered speeches.
Yu Xiekang said that this forum has played an important role in promoting exchanges and cooperation in the semiconductor industry across the Taiwan Strait. The semiconductor industry in mainland China should have an open mind to learn from Taiwan's successful experience in technology research and development and manufacturing, and hope that the industry in Taiwan will sincerely hope that Mainland to invest in development.
Chen Ruilong revealed that China Huju Foundation is actively promoting the development of industries such as semiconductor industry and artificial intelligence and hopes to take the lead in the development of the world semiconductor industry through cross-Strait complementary strengths in the semiconductor industry
Peng Hongbing believes that with the support of the National Integrated Circuit Industry Investment Fund, the development of the integrated circuit industry ushers in a good opportunity. We will continue to focus on the continuous transformation and upgrading of industrial development, and believe that this hot spot for investment in Hefei will continue to emerge the leading enterprises in the country , To promote industrial development.
At the forum, with the theme of "Semiconductor and Artificial Intelligence", elites from all walks of life such as business administration and businessmen from both sides of the Taiwan Strait gathered in Hefei to jointly discuss the opportunities and challenges in the development of artificial intelligence in the semiconductor industry and seek for a new path for the future development of the semiconductor industry. Cross-industry cooperation and exchange, focusing on the combination of semiconductor industry and artificial intelligence path. During the period, also arranged a targeted field visits. Forum held in Hefei will further enhance the brand influence of the semiconductor industry, helping Hefei create international influence The power of innovation capital.
This year, Hefei has approved the construction of a comprehensive national science center and a pilot demonstration city made in China for 2025 pilot projects, which indicates that Hefei will become a global source of scientific and technological innovation, a national demonstration area for industrial innovation, and an important national education and research area. The integrated circuit industry is a new generation In recent years, Hefei keep up with the trend of the world's industrial change, adhere to the development cooperation, vigorously the introduction of power crystal technology, through the rich micro-electronics, MediaTek and other famous enterprises, accelerate the construction of crystal Wafer and other major projects, has become the country has a few design, manufacture, packaging and testing equipment and materials industry chain of the city.
According to report, Hefei currently has more than 120 various types of semiconductor companies, more than 10,000 employees, initially completed a sound industrial chain, 2017 output will exceed 220 billion yuan.
During the 13th Five-Year Plan, Hefei plans to foster further development of the integrated circuit industry and improve the whole chain of Hefei Core, Hefei Production, Hefei Construction and Hefei, and will make every effort to develop memory chips, driver chips and special chips Of the design and manufacturing, strive to output value exceeded 50 billion yuan by 2020, manufacturing and design industry are among the top five.