According to the micro-network news, the first unicorn enterprise in the field of artificial intelligence is in the second round of Cambrian financing. The valuation is as high as 12 to 14 billion RMB, which has doubled in just one year. The company raised 10 million U.S. dollars, and the company’s valuation reached 100 million U.S. dollars. The valuation of the Cambrian period after Series A financing has been squeezed into the top 5 of all Chinese AI startup companies, with a valuation of up to 1 billion U.S. dollars.
Set micro-reviews: The valuation of AI companies has been getting higher and higher in the past year, and the AI valuation bubble will surely be shattered in the next few years. Of course, it does not rule out that individual companies will come to the fore.
2, Committee passage: Deng Zhonghan said China 'core' Yang Wei said basic research
On the morning of March 15th, before the close of the first session of the thirteenth session of the National Committee of the Chinese People's Political Consultative Conference, the third “committee passage” for this meeting was also the last “committee passage” and was once again receiving the attention of the people. Ten CPPCC National Committee members answered The reporters' questions. 'In the era of mobile Internet and artificial intelligence, the progress of the information industry is inseparable from the development of the chip.' 'Zhongguang China Core' project director Deng Zhonghan said that at present China’s largest import material is not petroleum. Natural gas, not food, but chips. 'In the future, without chip security, there is no information security, and there is no national security.'
Set Micro Comments: The two members of the IC industry are still a little less.
3, Conveying Chinese manufacturers' desire to control the position of Chinese and American crystals to control Taiwan's silicon wafer factory's global wafers
The market has spread from well-known mainland manufacturers to sell their products. They want to acquire a valuable source of global wafers through the use of a card slot. Micron's global wafer product line is complete, and is available from three-inch to twelve-inch semiconductor wafers. At the same time, Universal's GlobiTech in Texas, USA, is the world's largest professional 8-inch Lei chip supplier. Its monthly production capacity exceeds 500,000 pieces, including popular automotive ICs, sensor ICs, and power ICs. Eight-inch Lei chip. China and the United States currently holds a 50.8% stake in Global Wafer, so as long as the company wins, it is equivalent to master the Universal Wafer.
Set micro-reviews: There is little chance that mainland manufacturers will acquire Sino-American crystal or Universal wafers. Even if there are rumors, the composition of speculation may be even greater.
4. Who will Broadcom's next acquisition target be?
Thomas Krause, head of Broadcom Finance, confirmed on Thursday’s investor conference call that the company is still looking for opportunities for mergers and acquisitions. He said that Broadcom did see some potential acquisition targets consistent with Broadcom’s business model, compared to stock repurchases. The return will be higher. Analysts believe that Xilinx, Maxim and other companies may be the next goal.
Set Micro Comments: Bo's strategy to go through several years is acquisitions, acquisitions, acquisitions.
5, Bitcoin quotes have killed two points of mining profits and losses
Google will fully block virtual currency advertisements from June onwards. It will hit Bitcoin's mad killing of nearly $1,300 on March 14 and once fell below the 8,000-dollar integer mark, setting a low for 5 weeks. Miners must be careful because according to expert estimates, At the current price, mining is no longer profitable.
Set micro-reviews: Bitcoin really fell to 3000-4000 US dollars, I believe it will impact on many of the current bitcoin semiconductor industry chain, it will also affect many mainland IC concept stocks, especially the packaging and testing companies.
6, China's semiconductor display industry will take the lead in reaching the international leader
Li Dongsheng, chairman of the TCL Group and CEO, said that semiconductor display devices are one of the basic components of the electronics industry. Compared with integrated circuits, the semiconductor display industry will take the lead in reaching the international advanced level. He suggested that the semiconductor display industry should have an investment level of over 100 billion yuan. It is possible to become competitive and need to enter in addition to other investment methods of the company itself, to bring together multi-capital powers to help companies overcome investment barriers. 'Currently in these two industries, China is in a period of rapid catch-up. I think that semiconductors are The industry will take the lead in becoming an industry that has reached the international advanced level. ' Li Dongsheng said.
Set Micro Comments: Relative to integrated circuits, semiconductors show that China is closer to the highest level in the world.
7, the chief trade adviser of the United States: the next step to deal with China's intellectual property issues
Peter Navarro, chief trade adviser to the White House, told Fox Business that the next move in the US trade policy would be to deal with China’s stealing of intellectual property rights. He pointed out that China steals American technology and forces the United States. Enterprise transfer technology. He pointed out that the U.S. business community was hurt by China and was forced to abandon its technology to enter the Asian market. The U.S. government will make recommendations to President Trump that no one in the U.S. will raise objections. Navarro also stated that U.S. He has the courage to deal with the relevant issues and said he entered the White House and wanted to dispose of it.
Set Micro Comments: The US 301 survey is expected to show results in the next two to three weeks. See how Trump will use IP as an excuse to challenge China.