Set micro-network launched integrated circuit micro-letter public number: ' Every day IC ', major news real-time release, every day IC, every day set micro-nets, accumulate micro-Cheng! Scan the end of the two-dimensional code to add attention.
1, the transfer of Intel 3D NAND hand-violet to subvert the NAND flash industry;
Set of micro-network messages, January 9, Intel announced that the United States Light (micron) is about to split after the third generation of 3D NAND. Today, Taiwan Digitimes reported that the industry revealed that Intel in the 3D NAND layout betting on the mainland market, not only to expand the mainland's 12-inch plant capacity, the follow-up does not exclude the technical authorization, such as the acceleration of the purple Light group, the fear of subversion NAND flash industry.
Digitimes reported that Intel began to withdraw its stake in the Singapore plant in 2012 and to reduce its stake in the IM Flash joint venture, and Intel began to expand its mainland market by converting its Dalian plant into a NAND factory, burying Intel and the United States in the 3D NAND layout. Looking at Intel's NAND flash strategy in recent years, the industry is not surprised that the two sides are officially divorced. Digitimes said that the Violet Group and Intel have been interested in expanding cooperation, there are signs of extension to the memory industry, the industry speculated that Intel and the United States and the light ' break up ' one of the reasons, can be seen as the Intel Dalian 3D NAND Plant and Violet Group to do the early layout of cooperation.
As for the reasons for the two companies to go their separate ways, previous industry analysts have analyzed the need to adjust the stacking of string stacking after the number of NAND stacking layers is broken, because the two sides disagree on this view and thus break up. Another possibility is that the current production of 3D NAND is the mainstream of charge storage (Charge trap), Samsung Electronics and other manufacturers are in this way, Intel/Meguang is the only manufacturer using the floating gate (floating gate) architecture. Perhaps one of the two companies wants to change the charge-storage structure, but this is tantamount to admitting failure, suggesting that the switch from 2D to NAND, the choice of a floating gate is a wrong decision and thus a fall out.
According to Digitimes quoted NAND flash industry personage Analysis, if the Intel and the Violet Group to attack the 3D NAND market, this will be Samsung, Toshiba (Toshiba) and other manufacturers are most afraid to see the situation, because once the mainland forces involved in the now six separation of 3D NAND market ecology, It is feared that the market supply and demand are more rapidly unbalanced, into oversupply. From Intel's point of view, if Intel introduced the Purple Light power, not only can give Samsung, Toshiba and other camps to dismount Granville, but also conditional on the mainland to better development space, this recruit South Korea is a very good tactic.
The Central Semiconductor Research Center (Dramexchange) also published an article that the United States and Intel in the future independently of the development of NAND flash technology, also does not rule out the search for such as Chinese manufacturers and other manufacturers of the possibility of cooperation in order to increase its market influence.
According to the information analysis of the collection of micro-nets, this incident should not be related to the Purple Light group.
It is reported that in the 3D NAND process, Intel and the United States Light has entered the second generation of products can be stacked 64 layers, is currently developing a third generation of products, is expected to achieve 96-tier stacking technology, is expected to be available at the end of 2018, early 2019. In the future, two companies will continue to work together to develop 3D xpoint memory, a technology known as the revolutionary technology that breaks Moore's law.
Intel stresses that both sides believe that after independence, they will be able to devote more effort to optimizing their products and serving customers without affecting the road map and technology nodes. Dramexchange also said that since the 96-layer 3D NAND until 2019 to become mainstream, analysis of the United States and Light and Intel split Alliance resolution will not affect the two sides of the product planning and structure after 2020 years.
2, the resistance began a comprehensive price increases, components encountered in the history of the most total price increase lineup;
Set of micro-network news, electronic components are encountering the history of the most total price increase lineup, memory Rose MLCC, MLCC up the PCB, now the resistance also began to increase the overall price. After the Wang Yu 2018 resistance price first gun, the state giant also officially announced the price of SMD resistor!
January 10, national giants of the country more cloth SMD resistor price Adjustment Bulletin letter, Bulletin, said: In response to the continued appreciation of the exchange rate, raw materials and labor costs continue to rise and other factors, after a wide range of prudent thinking, I decided to start from January 10, 2018, for the following product items new orders to implement unit price adjustment, and start accepting new orders.
1, general thick film resistor products (RC series), size from 0402, 0603, 0805, to 1206; 2, large size thick film resistor products (RC series), size from 1210, 1218, 2010, to 2512. Prices of the above items are adjusted up +15%-+20%, the total resistance share of about 45%.
In fact, the national giant's national benefit Xingye technology on December 26, 2017 to the agents issued Resistance suspension notice, the National Acer Group-CHILIPI company Wang Yu, in addition to suspending agents to receive orders, also on January 2 formally issued to the dealers notice, due to raw materials, packaging materials prices continue to rise, for 0402, 0603 0805, 1206 series SMD resistor price increase of 15%, the price of the same day after the effective, out of the 2018 resistance price first gun, the market is expected this is the country giant rise resistance price prelude, sure enough, the national giant resistance began to increase prices.
As the world's largest chip resistor (r-chip) manufacturing production, the national giant global market share of up to 34%, the current national giant resistor monthly capacity of 90 billion. After this rally, second-tier manufacturers are bound to follow up, so downstream manufacturers must be vigilant when preparing.
In addition, January 4, passive component manufacturer light Jie technology also released on the thick film resistor price adjustment bulletin, due to the thick film resistor material costs (packaging materials, slurry, electroplating materials, ceramic substrate) significantly increased, including CR0603 0805 1206 Package SMD resistor price will be on the basis of the former price rise 10%.
In addition, Li-Zhi electronics (Kunshan) Co., Ltd. also on January 9 to send customers the product price adjustment notice. Notice that, due to the continued sharp increase in raw material prices, resulting in increased operating costs, the company's resistance products will be adjusted according to the specifications of 15%, now implemented.
Li-Zhi electronics (Kunshan) Co., Ltd. was founded in 1998, in 2000 in Kunshan, China set up Li-Zhi electronics Kunshan Factory. Earlier, Kunshan had set off an environmental storm, a total of 270 enterprises were affected by production. Among them, including thick sound, Wang Yu, Li-Zhi and other three resistors enterprise list name, restricted platoon influence, these listed enterprises capacity or limited.
Industry insiders said that at present, SMD resistor price rally has begun to MLCC, market-driven mainly by the automotive and industrial markets. At the same time, because some resistance manufacturers can not withstand the raw materials and labor costs of the rise, have been upgraded ex-factory prices, which also caused the market of various agents/traders price increases, the factory is full, the market is in short supply, but this does not represent the growth of end-user demand, the current existence of roasted seeds and nuts may not be ruled out.
3, Silicon Valley digital model VR integrated solution to assist the industry's latest generation of VR headphones;
Set of micro-network messages, Silicon Valley digital modeling semiconductor Company (Analogix Semiconductor, Inc.) Today it is announced that its dedicated virtual reality (VR) and augmented Reality (AR) display Controller series--slimport®anx753x has been successfully applied to the recently introduced VR headset (HMD), such as Microsoft Windows 10 hybrid real-life headphones.
ANX753X Series displayport™ Quad MIPI-DSI controller configuration DisplayPort 1.4 input and 16 DSI channel and support HDCP 2.2/1.4 High frequency wide digital content protection, realize today most efficient VR HMD required high resolution, up to 120 images/sec (FPS). The series can be used for usb-c™ and usb-c applications, and can support a wide variety of video scanning operation modes.
Michael Ching, vice president of digital marketing in Silicon Valley, said: "The company has been working closely with VR headset manufacturers as well as VR display panel manufacturers to ensure interoperability while providing efficient and holistic solutions that are fully compliant with industry standards." With our long experience in DisplayPort, we believe that our technology and products will enable the new generation of VR headphones to have the power and the paint element necessary for a real higher-order VR experience. 」
The Anx753x series is attached to a set of commercial VR products, which are designed to meet current and future requirements for the entire VR data communication channel, so that video, data and power can be reliably transmitted between VR sources and HMD. The Silicon Valley Digital module complete VR solution also includes:
Highly integrated port controller solution for VR HMD design requiring usb-c port. The USB-PD 3.0-Port controller ANX7327, with an integrated multi-channel splitter, supports up to Gbps data exchange rates and can be used in conjunction with the ANX753X series.
Single chip bridging solutions and heavy timers with integrated USB-C switch solutions are designed for VR systems using traditional interfaces such as HDMI and Standard DisplayPort, as well as VR systems that need to be connected to Usb-c:
HDMI 2.0 + USB 3.1 USBC Adapter (ANX7688 Bridge) DisplayPort 1.4 + USB 3.1 turn Usb-c adapter (Usb-c heavy timer with ANX7440 switch)
Excellent signal integrity with a Gbps weight timer solution for Usb-c cable extensions (ANX7440, ANX7496 and ANX7490) used in VR active cable length extension applications.
During this week's 2018 International Consumer Electronics Show (ces®2018), the Silicon Valley digital model will be in the Silicon Valley model booth for product display (booth number: 20539, Las Vegas Conference Center, South Hall, Hall 1th).
4, optical communication device start-up company Core Yun Photoelectric completed tens of millions of Yuan pre-a round financing;
Set of micro-network comprehensive report, today Xytech (Core Yun Photoelectric) announced at the end of December 2017 to complete the tens of millions of yuan pre-a round financing, the financing by the PU Capital, the Bank of Zhejiang Industrial Fund, and the capital investment and the core of the Millennium investment.
Core Yun Photoelectric was founded in 2016, is a optical communications device manufacturer. Its main products include long-distance photoelectric conversion transmission chips, devices and modules, but also to provide users with photon integration technology, silicon light 100G solutions and data center of the internal high-speed interconnection of the overall solution.
According to the Wsts statistical caliber, the global semiconductor industry is divided into four segments, namely, integrated circuits, optoelectronics, discrete devices and sensors, of which Optoelectronics is the second largest subdivision after the integrated circuit, the market size of the overall semiconductor industry in the proportion between the 7%~10%, and the year, 2016 accounted for 9.4%, the total size of 31.9 billion U.S. dollars.
Market data forecasts, 2018 optical communications chip-related market size will be around 10.5 billion U.S. dollars. Optical communication chip is the core competitiveness of optical communication enterprises, but China's optical chip industry is relatively weak, the past products are mainly concentrated in the low-end areas, high-end optical chip imports rely on serious. From the global optical chip industry competition pattern, the high speed as the main feature of high-end optical chip production mainly concentrated in the United States and Japanese enterprises, the development of domestic independent optical chip industry and technology is imperative.
In recent years, more than 10G of active devices and 100G optical modules such as high-end products began to become the focus of research and development, and a breakthrough. Core Yun Photoelectric said that the current chip will be mainly used in the field of communications, late may be developed for automotive LIDAR, optical computing chips.
Xytech founder and CEO Xiasiaoliang said that this round of financing is mainly used for 100G and above the speed of silicon chip design, streaming and packaging technology development. Company aims to complete the localization of high-end optoelectronic chips, research silicon photon technology, hoping to achieve high-end optical chip localization.
Shen Chenhua, a partner in China's capital management, said integrated circuit industry is the foundation and core of information industry, is the national strategic industry, China's high-end optical chips are also dependent on imports, localization degree is low, the lack of core chips to China's communications industry chain security brings potential crisis, so the investment layout in this field in line with the needs of national industrial development .
5, the investment 500 million Shandong Qingdao Microelectronics Innovation Center established in Laoshan District;
Qingdao News Network reporter January 9 from Shandong Province Qingdao Laoshan District learned that the registered capital 500 million yuan Qingdao Microelectronics Innovation Center was formally established. Center is located in Laoshan District Road, the International Innovation Park two, will be committed to creating a public platform for microelectronics, opened a new chapter of Qingdao Core Valley.
Microelectronics Industrial Park
The Qingdao Microelectronics Innovation Center locates in the microelectronics public platform development, the operation, the management, the microelectronics related domain product research and development, the production, the sale and the technical service, the investment Management, the computer system integration and the network engineering, the software development, the technical consultation, the transfer, the service, as well as the construction Property management and so on.
Microelectronics technology is one of the fastest-growing High-tech, is also the foundation and heart of information technology, its core is the important component of the chip-integrated circuit. At present, microelectronics industry has become a strategic, foundational and leading industry supporting economic and social development and safeguarding national security.
In recent years, Laoshan District efforts to build the northern coastal Comprehensive Economic zone microelectronics industry research and Development Highland and Qingdao Core Valley, with International Innovation Park, Microelectronics Industrial Park as the carrier, vigorously cultivate artificial intelligence, intelligent hardware, mobile intelligent terminals, 5G mobile communication technology, advanced sensors and wearable equipment industries become new economic growth point, From the source of innovative research and development, manufacturing, product applications, such as the development of a good ecological industry.
Only 2017 years a year, Laoshan District on the introduction of the "Laoshan District to promote the development of microelectronics industry," such as a number of encouraging policies to promote the development of microelectronics industry, and Qualcomm (China) Holdings Limited and Song Seoul Co., Ltd. signed the "Qingdao Core Valley • The United States Qualcomm-song Joint Innovation Center" to promote technological innovation and breakthroughs, To promote the development of local related industries in Qingdao. By 2022, Laoshan District microelectronics industry is expected to reach 10 billion yuan. (Xu Qiao)
6, Pizhou 40 major projects total investment of 27.76 billion yuan covering semiconductor materials and equipment;
China Jiangsu Network January 10 last month 30th, Pizhou Ford package led Flip Chip light source module project, Xuzhou CLP Panda Microelectronics Co., Ltd. Annual output of 10 billion semiconductor lead frame project, in the magnetic field of amorphous materials projects, such as 40 major projects focused on the start, the total investment of 27.76 billion yuan, covering intelligent manufacturing, Amorphous industry, modern home, semiconductor materials and equipment, energy conservation and environmental protection and other fields, the overall presentation of the industrial scale, investment capacity, high technical content, the focus of the project for the city's 2018 economic open head, a good step to provide a solid guarantee.
Since last year, Pizhou in-depth implementation of the central spirit and the provincial party committee, Xuzhou Municipal party committee decision-making deployment, the initiative to adapt to the new normal, consciously practice the new concept, and unswervingly promote the ' industrial state city, industry strong City ', firmly establish ' grasping the project is to grasp the development ' concept, continuous project breakthrough, breakthrough major project activities, projects attract continued exerting force, Construction of a strong push, ' 1030 ' project start rate of 90%, 15 major industrial projects completed and put into production for the city's economic and social smooth and orderly upward development to provide a strong support, leaped into the national comprehensive strength Hundred counties 38th, the National industrial Hundred counties 36th. Pizhou modern industrial system to accelerate the formation. Recruit strong results significantly, up to the electronics, excellent optical, sea tripod new materials, such as a number of flagship, leading-type project successfully settled, 25 Beijing Alliance Project Holding Group, CEC successfully signed, the whole year new 102 enterprises settled; Major project construction strong advance, ' 1030 ' annual operating rate of 90%, film speed photoelectric, Cat robot, Royal Modern furniture and other 15 major industrial projects completed and put into production; Focus on high-end semiconductor, intelligent robot, cycle of industrial chain, the modern industrial system gradually formed, add more than 29 provincial and higher-level High-tech enterprises, High-tech industry output increased 20.2% year-on-year, emerging industries to achieve explosive growth. Nine of the plate bearing capacity of the park has been strengthened, the development zone was awarded the National torch characteristics of industrial base, National Green Park; High-tech zone was awarded the National Torch characteristic industrial base, national energy-saving standardization pilot. ' Political and research use Jin Jie ' to accelerate the integration, the successful holding of China's electronic Materials Industry Development Conference, the second Jiangsu New Materials Innovation Forum, the establishment of the China Microelectronics Institute Xuzhou Study Institute, the provincial New materials industry Research Institute and other innovative platforms, has been approved provincial-level technology innovation Platform 24. In-depth implementation of the ' only rich Pizhou ' plan, the local cultivation of the country ' thousand people plan ' 1 people, ' million people plan ' 1 people.
Pizhou party committee Secretary Chen Jing said that the Pizhou city will start from the beginning of the focus, always put the development of industry as the overriding central work, strengthen the ' two-wheeled ' drive, ' double special ' protection, ' double create ' promotion, ' double Hundred ' lead, ' double commitment ' speed, quickly set off a new round of investment and project construction climax, Strive to create innovative entrepreneurial excellence new heights. Hope that the project investors to increase investment efforts to speed up the construction progress, to promote the project early completion, early production, early to achieve efficiency; Relevant departments should take the initiative to service, rely on the former service, full service, for the project construction to create a good environment; The town (district, Street) to take the initiative to go out, actively introduced to, to do a batch, signed a batch, docking a group, the formation of a benign echelon configuration, accelerate the formation of a number of new economic growth points, to compose a new era of socialism with Chinese characteristics of the Pizhou to make a greater contribution