In the nineteenth-century California Gold Rush, who made the most money? The answer was those who offered shovels to gold diggers, up 13 times as much as digital cryptocurrencies, represented by bitcoin, in 2017. The 'gold mine 'And the myth of a night of fortune attracted countless gold diggers, the mainland of the bit is undoubtedly the most shovel supplier in the gold rush of this new century.
Cryptocurrency has recently become the target of investors' selling because of the bitcoin's price collapse.Although the regulatory regime and the ban have been launched in many parts of the world, the virtual money market and the U.S. stock market peaked this year and saw an avalanche fall. However, the new business opportunities arising from the encryption of money, the related investment is still going on.
Bitmain in China is among the leaders in the field of mining machines, with 80-90% of the global mining machine market and a net profit of up to 30 million U.S. dollars per month, But also with its huge demand for mining machine market, self-designed bitcoin, Litecoin mining ASIC chip.Recently the company co-founder and co-CEO Jenks Group for the first time disclosed its 2017 revenue of about 2.5 billion US dollars, beyond Spreadtrum became the second largest IC design company in mainland China after Hass, contributing nearly 10% of total revenue to TSMC and becoming the second largest customer in China.
However, some time ago the volatile Bitcoin movement cast a shadow over the future of the BIT continent, given that if the company puts all its businesses on bitcoin, this will be detrimental to long-term growth. In addition, if the mining chip market continues Bigger, other IC design giant is likely to join the competition, the overlord of the Bitcoin community has started the transformation .To this end in November last year, bit mainland China released artificial intelligence chips intended to transition AI chip.Although this can reduce the bit continent The dependence on Bitcoin miner business, but grabbing the vents is also a big risk.
With the gradual cooling down of bitcoin, the profit of bit mainland will also decrease. In addition, the competition in the future of artificial intelligence chip market will become more and more intense. It is very easy to grab the market from domestic and foreign competitors such as Nvidia and Cambria. In the future, it will be difficult for the company to maintain its current high profits, and in order to diversify its risk, the Berthe continent will start to develop miners and ASICs for ethereum to meet its future needs.
Just bitcoin soaring days, was born in Bitcoin (also known as Ethereum) to Bitcoin not only using the advantages of cryptography, and the use of blockchain technology to the total amount of Bitcoin is limited to go At the present stage, bitcoin has been put on the market for a long time, its development prospects have become full, and the value increase has been relatively small, which has left many people daunting Words to buy bitcoin, while the Bitcoin is different, some economists analysis, as of 2047, there will be 100 million bitcoins, that is, more people have the opportunity to invest in Bitcoin.Moreover, The 'currency ring' of the Bitcoin is to be 'pure', although the Bitcoin is also on the rise, but it does not have much "bluff" and unmanageable "bubbles." With limited circulation and without The characteristics of overnight skyrocketing make its future development trend more stable, and will not let investors all the way upset.
It is understood that the ethernet ETHASH algorithm used, originally designed for the memory of the band width (band width), that is, for the needs of the graphics chip, so suitable for PC mining, mining machine is not good in this regard However, because Ether is likely to adopt a PoS proof of stack model after 2019, which will make the current mining machine more difficult to enforce, the continent designed the new mining machine, To meet the market demand after.
Taiwan media recently disclosed that the continent is about to launch the mining model for the etheric ether F3, which is designed to increase the front-side bus bandwidth of DRAM, but also to increase the size of memory in the future, each mining machine has 3 Motherboards, each with six ASIC ASICs dedicated to mining, each with 32 1Gb DDR3 memory dedicated ASIC processors. In total, a F3 digger will have 72 GigaByte DRAM Memory, which is a big difference in memory size compared to the current 512MB DDR3 memory for bitcoin's S9 miner.
Market forecast, because the F3 energy consumption is small, the benefits of large, the future in the official launch, the impact will be the original graphics chip-based PC mining market.Because of optimistic about such a market, the recent frequent bit of mainland China to meet with Taiwan memory It is understood that the demand for this part of the bit continent is about 3 thousand 12-inch wafers per month. In this part, the current memory plant in Taiwan are still trying to squeeze out the production capacity supply.
Expected to be handed over to Taiwan Semiconductor Manufacturing Company (TSMC) 28-nanometer process of the ether chip mining chips will be formally mass production shipments in February, while the mainland's ether chip mining machine is expected to 2018 2Q or Q3 Q City.
As F3 will be larger memory, lower energy consumption appears on the market, which will also bring more opportunities for foundry leader TSMC and related memory manufacturers.
People familiar with digital currency commented that ASIC miners are at a tremendous risk to miners as compared to video card miners because once the digital currency collapses, the ASIC miner can only be a pile of scrap metal, and the graphics card has marginal value , The bit continent is nothing more than want to grab the graphics card manufacturers business and then make huge profits, this huge profit is based on the risk passed on to countless miners come in. In short, the ordinary miners later more and more difficult in the mining industry Get a good income.
Another commenter said that the bit mainland mainland to push Ethernet router F3, ETH, and even the entire virtual currency market as much as the appearance of ASIC mining machine in 2013. ETH dedicated mining machine appearance is bound to change the entire market Calculated distribution, ETH now mainly rely on the video card mining, similar to the early BTC form.If the ants F3 count really so powerful, and its price / power relative to the graphics array has obvious advantages, then the graphics dig ETH will Become the history.On the other hand, this can effectively alleviate the shortage of cards for the current DIY market where the graphics cards are used for mining in large quantities.
There are currency circles pointed out that ETHASH algorithm is heavily dependent on ram bandwidth algorithm, ASIC cost is not high, save only the cost of the GPU, but to be the memory maker Samsung Micron Hynix and other harvest, so he thought ASIC miners for ETH will not appear, even if it really appears, the significance will not be as big as the BTC / LTC mine machine (proofreading / Xiaoqiu)
2. Sights on China's semiconductor packaging materials to enhance demand in Japan Matsushita decided to mass production in China;
According to the "Nihon Keizai Shimbun" reported that Japan's technology and materials maker Panasonic (Panasonic) recently announced that due to the growing popularity of high-performance smart phones in China, the demand for high-density packaging semiconductor packaging materials is increasing since March in Shanghai, China factory volume Production of packaging materials to prevent fouling of semiconductor substrates, etc. Panasonic will manufacture high-quality packaging materials in China to shorten lead times and meet market demand.
According to the report, Matsushita will mass produce semi-conductor encapsulation materials for the MUF process at the Shanghai plant. The molding underfill process involves injecting a liquid encapsulating material into a mold and then solidifying it, And the substrate package. Packaging materials are used to protect the substrate and the chip current connection site.
Molded underfills can be packaged in less time than ever before, while reducing the distortion caused by the heating of different materials during packaging and making the semiconductor more stable. Currently, Matsushita's packaging materials will be sold to semiconductor manufacturers and foundries.
Matsushita decided to produce the packaging material at a factory in Yokkaichi, Mie Prefecture, Japan, before producing and supplying semiconductor encapsulants for molding underfill processes in Shanghai, China, which decided to shorten the production volume in China due to the rapid increase in demand for semiconductor packaging materials in China Delivery time to meet market demand
3. China Microelectronics: high-end products continue to expand performance to achieve rapid growth;
China Microelectronics released 2017 annual report, the company achieved operating income of 1.665 billion yuan in 2017, an increase of 17.12%; net profit attributable to shareholders of listed companies 95,583,800 yuan, an increase of 133.52%, attributable to shareholders of listed companies deducting non-net profit of 8299.18 Million, an increase of 182.96%. Achieve rapid growth.
Power semiconductor market demand, substantial increase in profitability.With the automotive, new energy and industrial demand continues to grow, the power semiconductor market demand is growing.According to the International Electronic Business Report, MOSFET last three quarters delivery extended from 8 weeks To 12 weeks or more, part of the product prices. Power semiconductor market demand directly driven by the company capacity utilization and sales revenue increased significantly, profitability increased significantly.According to the announcement, the company in 2017 net profit margin of 5.80%, compared to 2016 Up by 3.17 percentage points.
According to the announcement, the company now has a number of 4-inch, 5-inch and 6-inch power semiconductor wafer production lines. During the reporting period, the wafer production capacity of various sizes was 3.3 million pieces / year. The packaging resources 2.4 billion / year, with the leading position in the domestic industry.Company has rich experience in mass production, with more than 50 years of design and manufacturing experience.We believe in the field of power semiconductor IDM, production process experience and production line Is the most important factor that affects the long-term development of manufacturers, and both companies are at the leading domestic level in these two important factors with strong potential for future development.
During the reporting period, the Company persisted in product innovation and technological innovation, worked intensively in the power semiconductor device industry and continuously expanded into the high-end fields of power semiconductor devices. At present, the Company has mastered many high-end power semiconductors Device core design technology, terminal design, process control technology, such as VLD terminal, 1700V high-voltage terminal technology, deep trench etching technology, thin-film technology and gradually have the ability to provide customers with overall solutions .We think that power semiconductor devices are widely Applications in the white, new energy vehicles, industrial equipment, consumer electronics, the market space is vast, with the company continued technological upgrading and high-end products in the expansion, the company's market competitiveness will continue to improve.
To promote the new product technology platform, the research and development results are gradually emerging 2015-2016, the company increased investment in research and development, research and development costs remain at more than 40 million yuan, the layout of power semiconductor new products and technologies. 2018 companies will vigorously promote SCR, IGBT , SGT MOS, super junction MOS, Trench SBD product platform construction projects, expanding new energy vehicles, inverter and photovoltaic fields, etc. We believe that new products and new technology platforms will inject new driving force for development and enhance the competitiveness of the Company's products .
Continued optimization of corporate management, equity incentive highlight the confidence of the company to further promote the use of division management, improve the overall operational performance of the company through the project management, driven by the Division of products, technology upgrades, equipment optimization and transformation, continue to enhance the competitiveness of the organization. In November 2007, the Company issued the Draft Share Option Incentive Plan (draft). In our opinion, the equity incentive will help perfect the corporate governance structure and strengthen the incentive to the company's management backbone and technical backbone, which will be beneficial to the long-term development of the Company.
4. Jiang powder magnetic material to be renamed 'the benefits of wisdom to create';
Set micro-mesh news, February 13, Jiang powder issued a notice of change of name, said the company intends to change the name of the "Guangdong Lead Zhi Zhi Co., Ltd.", the company's securities referred to as the "benefit Chi Zhi," the company Securities code unchanged, still '002600'.
On January 17, the Company received the approval of China Securities Regulatory Commission (CSRC) on approving the issuance of shares by the Company for the acquisition of 100% equity interest of Benefit Technology (Shenzhen) Co., Ltd. and the completion of the transfer of business on January 19, 2018 Change registration procedures, benefits of science and technology as a wholly owned subsidiary of the company.
February 13, the company issued shares to buy assets of the new shares after the official listing, the controlling shareholder of the company changed to lead the investment (Shenzhen) Co., Ltd., the actual controller was changed to Ms. Zeng Fangqin.
After the completion of the aforesaid significant asset reorganization, the entire operating assets of Benefit Science and Technology will be incorporated into the Company System. The main business of Benefit Tech is the development of new electronic components, conductive materials, thermal insulation materials, shielding radiation protection materials, new production and management Electronic components, mobile phones and computer accessories.
In summary, the company's main business will be the original magnetic material production and sales changed to the new electronic components, mobile phones and computer accessories production and sales. In order to make the company name and the company's main business changes in the future business development and Strategic planning to match, the company intends to change the name of the company 'Guangdong Lead Zhi Zhi Co., Ltd.', the company's securities referred to as 'benefit Chi Zhi.'