SMIC announced fourth quarter results for 2017. As of December 31, 2017, SMIC's fourth quarter sales of 787.2 million US dollars, more than the third quarter of 2017 to 769.7 million US dollars quarterly increase of 2.3%, compared with 2016 It is worth noting that in the fourth quarter, SMIC's 28nm revenue ratio exceeded 10%, reaching 11.3%, an increase of more than 28% from the 8.8% in the previous quarter .
Set micro-comments: With the addition of Liang Mengsong, SMIC progress more advanced more and more obvious.
2, MediaTek mergers and acquisitions Morningstar restrictions still subject to approval of the Ministry of Commerce
MediaTek acquisition of Morningstar acquisition of Morningstar's deadline has expired in August last year, but has yet to wait for a piece of paper approved by the Ministry of Commerce in 2012 MediaTek announced the acquisition of Morningstar, as the two sides in the mainland TV chip market share of more than 70% The review of the Ministry of Commerce received a restrictive approval.
Set micro-comments: MediaTek acquisition Morningstar should be subject to complaints from local TV companies, the Ministry of Commerce extended the time limit.
3, Microtech has a firm foothold, hands-off with Veeco and SGL in the global market
AMV and SGL jointly announced today that they have agreed to reach a settlement on the pending lawsuit between the three parties and will be friendly Solve all the outstanding disputes, including the case of Veeco against Foton in Fujian High Court and Veeco's lawsuit against SGL in the District Court for the Eastern District of New York in the United States.
Set micro-comments: a lot of twists and turns in the middle, seemingly patent settlement, in fact, behind the strength of national strength and business competition.
4, Qualcomm rejected Broadcom 121 billion acquisition of the proposed meeting to discuss
Qualcomm said on Thursday that members of its board of directors unanimously voted to veto Broadcom's proposed $ 121 billion takeover bid by Qualcomm Inc. The board ruled that Broadcom's takeover offer "significantly undervalues" Qualcomm's value and, given the significant downside risk of failed transactions, The offer also failed to meet the regulatory requirements.
Set micro-comments: Qualcomm rejected Broadcom's acquisition of the proposal is normal, but the most urgent for the current Qualcomm is the Chinese Ministry of Commerce approved the acquisition of NXP.
5, Qualcomm, Hisilicon pushed the second half of the 7nm processor
This year, Apple plans to launch more cost-effective "iPhone X" -like products and Qualcomm and Hisilicon will begin mass production of 7-nanometer application processors (APs) from the second half of this year. Therefore, the market expects that this year's MSE revenue will be Hope gradually warming.
Set micro-comments: China's IC design advances rapidly, Hass, bit mainland China has become the main process of TSMC's customers.
6, Taiwan-based shares in transition, the first movie box office did not meet expectations
In terms of the 2017 performance forecast, Taiwan-based shares said that the first movie box office in the other side of the Taiwan Strait was less than expected. In addition, part of the customized network drama project for the platform was unable to confirm revenue in the current period due to the delay in filming. It is estimated that it will gradually contribute performance from the first quarter of 2018; The impact of non-recurring profit and loss in 2017 on net profit is approximately RMB26 million to RMB56 million.
Set micro-comments: Taiwan-based shares are not working, and now the semiconductor so hot actually go to the film and television to join in the fun.
7, Seoul Semiconductor third shot, the sale of Everlight LED Mouser infringement litigation
Recently, Seoul Semiconductor, the world's leading manufacturer of LED lighting, filed a patent infringement lawsuit against Mouser Electronics (Mouser) and its Italian subsidiary on the sale of Everlight LED Products, a global distributor of electronic components, at the Milan Court in Italy.
Set micro comments: The prerequisite for the formation of innovation system is to have a sufficient number of patents, I believe the future of patent disputes will be more and more.
8, glass thin leader Vogo IPO successful IPO!
On the evening of the 6th, the CSRC released the Announcement on the Auditing Result of the 31st Meeting of 2018 Issuance Examination Committee in 2018, and the initial application of Jiangxi Vog Optoelectronics Co., Ltd. was passed with the sponsor institution being Shanghai Securities.
Set micro-comments: the concept of mobile phone shares listed mergers still in full swing.
9, pass ivvi cell phone out of business, multi-dimensional 272 million acquisition of only one year
Set micro-network from the supply chain to get the news, the original cool group sub-brand ivvi has stopped the development and production of mobile phones. Informed sources said that at present to see ivvi brand is still, but the cell phone research and development departments have been abolished. unknown.
Set micro-comments: no distinctive three or four line brand early death early escape.