On December 31, 2017, 11 Beijing-Tianjin-Hebei cooperation projects were signed in Zhongguancun with a total investment of 24.41 billion yuan, meanwhile, Shijiazhuang Zhongguancun Synergy Development Co., Ltd., funded by Zhongguancun Development Group, Shijiazhuang City and Zhengding County, officially formalized yesterday Announced the establishment of the two for the construction of Zhongguancun IC Industry Park in Shijiazhuang, Shijiazhuang Science and Technology Metro to provide a full range of services.
Set micro-comments: a few days ago Ye Tan has issued a refutation of purple core article, objectively speaking, there is the loss of objective, just from the earnings not enough to evaluate a company, which is the financial media flaws.
2. 36 listed companies worldwide rely heavily on Apple's orders
As we all know, Apple has a huge supply chain, because the product line is very complex, the company needs a large number of external suppliers to provide support.According to FactSet data show that there are 36 listed companies are very dependent on Apple's orders, of which at least 10 % Of revenue comes from this iPhone manufacturer.
Set micro-comments: Apple created a lot of company's glory, but also easy to make a company a failure.
3. Mainland HPC chip outbreak, 10 million 12nm orders to TSMC
TSMC made good news from the beginning of 2018 and received an urgent order for mainland high-speed computing (HPC) chips, adding a total of 100,000 orders. TSMC chairman Zhang Zhongmou believes that "HPC is widely used and there is no need to slow down the worries" Means
Set micro-comments: At present, TSMC's top five customers in the mainland exclusive second, no wonder more and more emphasis on the mainland market.
4.IC Insights: DRAM prices will start to decline this year
Research firm IC Insights released the latest report, DRAM factory sales in the fourth quarter of 2017 will hit a record high of US $ 21.1 billion, up 65% from 12.8 billion U.S. dollars in Q4 2016. IC Insights said that according to historical experience, the DRAM industry may experience a long-term downward trend in the near future as prices will start to decline this year as the DRAM capacity increases. The decline is even more daunting than two years. Micro comments: DRAM prices have been set at least for the first quarter of this year.
5.2017 South Korean semiconductor exports 98 billion US dollars
South Korea posted a record high in exports in 2017, mainly due to a surge in exports of semiconductors, machinery and petrochemical products. Total exports in 2017 increased 15.8% over the previous year to $ 574 billion. Semiconductors exports rose 57.4% to $ 98 billion for the first time Single-item annual exports more than 90 billion US dollars.
Set micro-comments: Samsung Hynix last year's hot, South Korea's semiconductor exports do not want to record high is hard.
6. The Year of Artificial Intelligence Emergence: Lack of Talent Capital Inflows Lead Bubbles Concerns
2017 is the 'New Year' of artificial intelligence (AI) .The concept of AI is rapidly warming up in the world, attracting a lot of talents and capital inflows in China, and all kinds of enterprises and applications are blooming.However, at the same time, The chase of capital also sparked some bubble concerns.
Set micro-comments: The past 2017, is the AI's start-ups a happy year, financing more easily.
7.CES Qualcomm Xiaolong 670/640 MediaTek P70 / 40 or simultaneous appearance
MediaTek is expected to launch two Helio P series processors were Helio P40, Helio P70. In addition, recently came out Qualcomm will be introduced next year, the new midrange processor Snapdragon 670 news, and then there is news that includes the entry-level processor Snapdragon 460, and Snapdragon 640, another mid-range processor, will also be unveiled as soon as possible, with CES 2018 being released as soon as possible.
Set micro-comments: Now Qualcomm Linkage even product names are similar.
8. Apple's 'speeding door' Global fermentation suffered a number of class actions in South Korea
According to foreign reports, Apple's "speed gate" incident has been gradually fermenting around the world.In addition to the company suffered nine class actions in the United States and Israel, Apple will now face a number of class actions in South Korea.
Set micro-comments: Consumers Association of the Mainland come forward, but quietly.