January 25, National Science and Technology released a micro-announcement that the company directors Fu Jun, He Guangping resigned for personal reasons, the resignation of directors of the board of directors and nomination committee members, He Guangping resigned as director of the announcement.Fu Jun also resigned Chen, general manager of the former ams executives (ams) Chen Ruo-chou joined the national science micro, as the company's president (CEO) post.Chen Ruozhong in the semiconductor industry has up to 25 years of experience in joining the micro- Amy semiconductors, a global leader in high performance sensor solutions, is Vice President of Sales for Greater China with sole responsibility for sales, marketing and account management in Greater China.
Set micro-comments: Fu Jun leaving the National Science early micro-rumors, before the transfer will be retained as vice chairman, appears to be completely left.
2. The new version of "Made in China 2025": 2025 the world's leading communications equipment, there is still a gap IC
"<中国制造2025>The roadmap for technological innovation in key areas (2017 version) was released in Beijing on the 26th.Research on the expert panel of the technology roadmap shows that by 2025, the three fields of communications equipment, rail transit equipment and power equipment in China will be put into the overall leading position in the world As a guide to technological innovation, by 2025 most areas and priority areas such as high-end CNC machine tools, robots, spaceflight equipment, marine engineering equipment and high-tech vessels, energy-saving vehicles, new energy vehicles, The world advanced ranks in the second and third place in the world. There is still a certain gap between the two industries of integrated circuits, special equipment and civil aviation equipment and world powers.
Set micro comments: China's communications industry directly led to the development of the integrated circuit industry, but relatively speaking, a lot slower integrated circuits.
3. TSMC 5 nm 18 plant started, saving 70% than 10nm, the performance of more than 7nm rose 40-50%
On the 26th, TSMC held a groundbreaking ceremony for the 5-nanometer wafer 18 plant in Tainan Science Park (South Branch), Taiwan. According to the plan, the first phase of 18 plants will be completed in 2019 and risk trial production will begin in 2020 After the completion of Phase 3 of the overall 5-nanometer project, it is expected to reach the target of full-load annual production capacity of up to 1 million 12-inch wafers by 2021, driving more than 4,000 jobs.The industry pointed out that at the same power , 5nm can improve 40% to 50% performance than 7nm performance, providing high chip computing power, compared with 70nm power saving 70% transistor, so pay attention to high standby time mobile devices, power can be used longer, in addition to low power consumption, high efficiency In addition, the grain size is also greatly reduced.
Set micro-comments: Currently seen technology trends should be no problem at least to 3nm, of course, the use of cost is getting higher and higher.
4. US men were convicted for 46 months of smuggling anti-radiation chips to China and Russia
A man on the outskirts of Dallas in the United States left the United States for smuggling ICs for space programs in China and Russia and was sentenced by the court to nearly four years in jail on Wednesday. Prosecutor said Zu Carrelli has used his company's direction since 2015 US suppliers ordered radiation-hardened integrated circuits and repackaged them as 'touch-screen components' before they were shipped out of the US The circuits were used in space and military and the exports were therefore strictly limited by federal legislation.
Set micro comments: interest-driven, in fact, smuggling chips to China is not just Chinese.
5. Swedish biometric maker FPC layoffs 45%, 2017 Q4 revenue down 62%
Fingerprint Cards (FPC) reported on the 25th that Q4 2017 revenue is expected to decrease by 62% YoY to 615 million SEK with a revenue loss of 40.6 million Swedish Krones due to the fact that FPC pointed out that it is mainly affected by capacitance Sensor market weakness, prices continue to decline, revenue is affected, while the main reason for the decline in gross profit margin is due to the combination of product price declines and the impact of inventory preparation.FPC warned that as China's smart machine market continues to cool, so that its companies The first quarter of 2018 revenue performance continued to weaken, in addition, the company will lay off 185 people, equivalent to 45% of manpower, in order to reduce costs.FPC's customers include Huawei, Xiaomi, Oppo and other Chinese first-line smart machine manufacturers, Google Pixel is also one of the customers.
Set micro-comments: the Mainland, including the top, including a large number of fingerprint identification companies rise directly led to the loss of the FPC, guessing good, the future will be even worse losses. A few years ago Ophelia bought a little FPC, did not buy on the right, as long as Technically there is no absolute advantage with the Chinese domestic companies, this European and American companies sooner or later will be finished.
6. Taiwan Group Two executives received a huge rebate was sentenced to six months in prison
Hon Hai's Group Innovations 2013 In order to reduce the risk of investment receivables, Sharp sold its panel to Sharp's Changshu plant in Suzhou via the intermediary agency, but Yang Guikang, Lincoln Tong, hand with the manufacturer rebate rebated 30 million Taiwan dollars, Taiwan's new North Court on the 26th, according to breach of trust Yang, Lin six months in prison, can easily fine .In accordance with industry rules, middlemen can get 2.5% To 5% reasonable spread, but Lincoln and Yang Guikang to middleman quoted price authority, nuclear cooperation to the lower broker offer, so brokers earn 3% to 10% high spread.
Set micro comments: Corruption any small-scale enterprises have, but to different degrees, some companies more blatantly.
7. China Micro provides strong evidence that the Patent Reexamination Board found Veeco's U.S. patent invalid
The Patent Reexamination Board made a decision of review on the 23rd and found No. ZL 01822507.1 of Veeco Precision Instrument Co., Ltd. (hereinafter referred to as' Veeco America ') under the name of' baseless growth of epitaxial layer on wafer by chemical vapor deposition In addition, SMIC also announced the latest progress of another incident .In January 12, 2018, according to Chinese law , China Customs took IPR protection measures based on CN202492576 (hereinafter referred to as "China Micro-Patent") and temporarily detained two MOCVDs of EPIK700 type that Veeco Asia imported into China and allegedly infringes Micro-patent Equipment In response to this allegedly infringing equipment, China Microelectronics is considering taking follow-up legal actions, including possibly bringing a patent infringement lawsuit to a Chinese court.
Set micro-comments: patent war can patent the opponent's patent invalid is the quickest way, but also the most effective means of crackdown.
8.MLCC, chip resistance is tight, the state giant will spend expansion
Passive components laminated ceramic capacitors (MLCC), the chip resistor part of the tight supply of specifications, Giant this year will be re-invested NT $ 5 billion expansion, the amount of about 10% higher than last year; the cumulative capital spending in the past three years amounted to 12 billion yuan, Has exceeded the sum of the past five years .Taiwan MLCC factory last year due to out of stock, price Yang, become the most passive passive component of the rally products; replaced this year, electrolytic capacitors and chip resistors plant take over the fight for price increases, although the increase may Not fierce MLCC, but the price trend remains unchanged.
Set micro-comments: Crazy bitcoin mining machine is also caused by the capacitance, resistance, one of the willingness to rise in price.
9. Millenium-billion-dollar valuation of the market may not be too optimistic about mainland new record
According to the Financial Times, first of all, it is difficult to accept Xiaomi's position as an equal footing with Goldman Sachs and Rio Tinto on the financial markets, only considering that Xiaomi currently has only about 7% of the global smartphone market. Secondly, judging from the past performance of mainland start-ups in overseas markets after this time of listing, it not only failed to ensure that the price of millet rose sharply after its listing, but the probability of a drop was not small.
Micro-commentary: millet is not enough with Alibaba, Tencent at the moment, if a single mobile phone brand pricing, PE will not be too high, if you want to Internet companies pricing, its business model has yet to be verified, especially in the global market even more so.
10. WebCast Huawei 20 employees or dividends in 2017 over 2 million, the insider has not yet been announced
For Huawei employees, the most anticipated event at the end of the year is 'How to divide up money'. According to media reports, on January 11, 2018, Huawei's Standing Committee of the Board of Directors resolved on the profit distribution of the company in 2017. According to the resolution information , Huawei a 20-year-old employee, about 100 million shares in this year's dividend ratio calculation, 100 million shares can receive 2.83 million yuan of dividends.
Set micro-comments: Huawei employees under pressure, more points are normal.