According to foreign media reports, former chairman of Qualcomm Paul Jacobs has currently approached several global investment agencies to acquire Qualcomm. According to sources, Jacobs started his investment agency after a few days after the White House issued a presidential ban. Contacted and informed the board members about his acquisition plan.
Set micro-reviews: Although it is the founder's son, Jacobs as former chairman, because the equity is too dispersed, this time Bertrand’s hostile takeover is not a Trump's ban, but it is basically a nail-pecket. Jacobs wants a joint fund acquisition. Qualcomm can also understand that although Qualcomm has a much larger body than ARM, Softbank may not be able to raise it.
2. Representatives of the two associations discuss the IC industry: It is recommended that large funds be inclined to the design industry.
On March 14th, Micronet reported that the "Government Work Report" of the two associations this year stated that in the development of China's real economy, it points out that 'promoting the development of integrated circuits, fifth-generation mobile communications, aircraft engines, new energy vehicles, and new materials', Promoting the development of the integrated circuit industry places emphasis on the development of the real economy, highlighting the importance and leading nature of the integrated circuit industry. Many representatives of the two associations from the semiconductor industry made suggestions.
Set Micro Comments: Although China's integrated circuit industry chain packaging testing is backward, but there is no technical gap with the international first-class existence, IC design and wafer manufacturing gap is still evident.
3, National Grand Fund promises investment of 118.8 billion yuan, IC concept stocks will continue to benefit
At the SEMICON Chian 2018 Forum on Industry and Technology Investment held in Shanghai on March 15th, Ding Wenwu, President of the National Integrated Circuit Industry Investment Fund Co., Ltd. introduced that as of the end of 2017, the major funds had effectively invested in 67 projects and accumulated projects. The committed investment amounted to 118.8 billion yuan, and the actual investment was 81.8 billion yuan, which accounted for 86% and 61% of the total fundraising amount in the first phase. The investment projects covered all aspects of integrated circuit design, manufacturing, packaging and testing, equipment, materials, and ecological construction. To achieve a complete layout of the industry chain.
Set micro-reviews: The current fundraising of the major fund is progressing smoothly. Many local cities are actively participating.
4, Broadcom's first-quarter net profit of US$6.23 billion increased 2507% year-on-year
Beijing time on March 16 news, Broadcom Corporation today announced the first quarter of fiscal year 2018 as of February 4th financial statements. Financial report shows, according to the United States General Accounting Standards (GAAP) calculation, Broadcom first quarter net revenue of 53.27 Billion U.S. dollars, an increase of 29% from 4.139 billion U.S. dollars in the same period of last year; Net profit attributable to common shareholders was 6.23 billion U.S. dollars, an increase of 2507% from 239 million U.S. dollars in the same period of last year. Broadcom's first-quarter net profit rose sharply. This was because it incorporated the performance of Brocade's continuous operations business, a network equipment manufacturer. Broadcom completed the acquisition of Brocade last year.
Set Micro Comments: Although Broadcom has acquired Qualcomm, it is believed that Chen Fuyang’s acquisition strategy will continue.
5, IC Insights: IC grows 15% this year, DRAM rises again by 36%
DRAM, NAND-type flash memory recently quoted superb performance, IC Insights decided to nearly double this year's global IC market growth estimate, from the original 8% breath relief to 15%. IC Insights released on the 14th The research report pointed out that the average DRAM price this year is far better than expected, and is expected to jump 36% from last year, continuing the upward trend of 81% last year. The NAND price jumped 45% last year, and this year's price is expected to continue to increase by 10%. In contrast, DRAM, NAND, this year's unit shipment growth rate will only reach 1%, 6%. Based on the above forecast, IC Insights believes that the global market size of DRAM this year is expected to grow 37%, far better than The previous estimate of 13%, and NAND will grow 17%, also higher than the previous estimate of 10%.
Set micro-review: DRAM prices this year, although the rising momentum did not last year ferocious, but the overall point of view is still in the rising channel.
6, Bitcoin dropped to $7,600 USD Digital currency's market value shrank by 60 billion yuan in 24 hours
Today, the price of Bitcoin, the world's largest digital cryptocurrency, fell to US$7676.52, the lowest since March 8. At the same time, the prices of Ethereum and Ripple in the second and third largest digital cryptocurrencies have fallen sharply today. Analysts said that this round of digital cryptocurrency prices fell mainly due to two major factors. First, Bloomberg reported yesterday that the bankruptcy trustee of No. Mt Gox, Nobuaki Kobayashi, disclosed this week’s creditor’s meeting that he had last year’s 9 The month has already sold $400 million worth of Mt Gox Bitcoin. Second, Google also announced yesterday that, starting in June of this year, all advertising related to digital cryptocurrencies and ICOs (first-money issuances) will be banned on the search platform.
Set Micro Comments: Bitcoin prices rise and fall affect the nerves of many companies in the semiconductor industry chain.
7, U.S. team uses zinc and organic compounds to create new glass, which is more flexible
The traditional quartz glass is made of silicon dioxide (SiO2), and industrialization also brought various kinds of glass made of materials such as boron, polymer and metal. Recently, the foreign team developed a metal and organic. The new glass type "ZIF-62" made of the compound, this new material is not only easier to form glass than the old type, but also has higher flexibility.
Set micro-reviews: Smartphone innovation requires continuous innovation in upstream areas such as materials.
8, Nanfang Daily: From Patent Power to Patent Power
The European Patent Office’s 2017 annual report recently revealed that the number of patent applications from China has reached new heights. Of the total 165,590 international patent applications received, China filed 8,330 patent applications, an increase of 16.6% year-on-year, which resulted in For the first time, China has become one of the top five European Patent Offices. The organization emphasizes that China is the fastest growing and fastest-growing of the top 10 patent application countries in the organization, 'continually becoming the leader in promoting the development of the European Patent Office'. At present, the innovation capability of Chinese enterprises continues to strengthen, and the dominant position of enterprises as the creation and application of intellectual property is becoming increasingly stable. However, from a big patent country to a powerful patent country, we must not only seize opportunities in the emerging technology field, but also on the quality of innovation. Work hard.
Set micro-reviews: Made in China is the basis of China's intellectual creation, the great power of patent is the foundation of a powerful country of patents.