1. Yingtang Intelligent Controls 300 million acquisition of MediaTek agents to jointly establish a 31.55% stake in Chuangtai;
Gathering micro-network news, Yingtang Intelligent Control announced on the evening of March 18 that the company intends to increase the competitiveness of its core products and open up new markets, and ultimately achieve the company's strategic planning objectives. It plans to acquire the wholly-owned subsidiary Sunshang Long Commerce Holdings Co., Ltd. In a 31.55% stake in United Chuangtai Technology Co., Ltd., Huashang Long Holdings and Huang Zewei agreed that Huashang Long Holding acquired a 22.05% equity interest in United Chuangtai held by Huang Zewei for 23,950 million yuan; Huashang Long Holdings and Xu Zelin agreed that China Merchants Dragon Holdings should receive 76 million. Yuan accepts Xu Zelin's 9.5% shareholding in Chuangtai.
On March 16, 2018, Huashang Long Holdings, Xu Zelin, and Huang Zewei signed the “Equity Transfer Agreement on United Technologies Technology Co., Ltd.” in Nanshan District, Shenzhen. After the acquisition of Joint Ventures, Huashanglong Holdings will hold Joint Ventures 80 % of equity.
United Chuangtai is an authorized distributor with extensive experience in distribution of electronic components and products. Currently, it is the world’s second-largest master chip brand MTK and the world’s second largest supplier of storage SK hynix.
In the domestic electronic components distribution industry, it also owns MTK's main control chip and SK hynix and internationally renowned memory brand manufacturers. At present, it is the only company that combines Chuangtai.
According to the company, the main chip and memory are the core components in the electronic products. Based on the stable relationship between the core components and the client, the company can quickly expand the overall sales scale of electronic components distribution. The company has the ability to provide large and medium-sized customers with a package of product accessories, increase the company's competitiveness among large and medium-sized customers, and on the other hand, it can attract more small and medium-sized customers through the sales of the company Yousuo Mall. In the expansion of the company's excellent soft mall registered users, increase the stickiness of the platform.
2. Hengtong Optoelectronics Co., Ltd. and Anhui Chuan Silicon Co., Ltd. set up a joint venture for the development of 5G/6G chips;
Gathering micro-network news, Hengtong Photonics Announced that the company and Anhui Semiconductor Co., Ltd. jointly established Kedaheng Semiconductor Co., Ltd., engaged in 5G/6G communication chips, millimeter-wave and optoelectronic chips, RF filters, high-speed optoelectronic devices, sensor and semiconductor material design, R&D, Manufacturing and sales.
The registered capital of HKD100 million is HK$100 million, of which, Hengtong Optoelectronics contributed 70 million yuan in currency, accounting for 70% of the registered capital, Anhui Chuansilile invested 30 million yuan in intellectual property, accounting for 30% of the registered capital. This investment is the company's business. The extension from wired transmission to wireless communication.
3. Han's Laser plans to transfer 11% equity of Mingxin Testing;
Han's Laser (002008) issued an announcement on the evening of March 18 that Shenzhen Mason Electronics Co., Ltd., a wholly-owned subsidiary of the company, holds a 51% stake in Shenzhen Mingxin Test Equipment Co., Ltd.. Mason Electronics Co., Ltd. and Wu Shaohua on February 5, 2018. The "Equity Transfer Agreement" was signed, and Mason Electronics sold 11% of the test shares of Mingxin Securities to Mr. Wu Shaohua for a consideration of RMB 33 million. After this transaction, Mason Electronics still held a 40% stake in Mingxin Testing. .
According to the announcement, the benchmark date of the transaction evaluation report was November 30, 2017, which was assessed using the income approach. The total equity value of Mingxin's shareholders was RMB 280 million.
According to the financial data, as of November 30, 2017, the net assets tested by Mingxin Group was RMB 6,407,100, and the revenue and net profit for January – November 30, 2017 were RMB 139 million, respectively, and the loss was RMB 2,786,300; 2016 revenue And net profit were 223 million yuan and 224.389 million yuan respectively.
The announcement stated that Wu Shaohua served as the general manager of Mingxin Testing for seven years and had an in-depth understanding of the industry's development trend and competitive landscape. He had a clear idea of the future development strategy of Mingxin Testing and was a core member of the management team. In order to test future development of Mingxin, after consultation with Mingxin Testing Management, Mason Electronics transferred 11% equity of Mingxin Testing to Wu Shaohua, which is in the interests of all shareholders.
According to the announcement, in terms of business, due to the low relevance of Mingxin Testing's main business and Han's laser business, and the relatively small scale of Mingxin's testing business, the transfer of shares tested by Mingxin will not have a major impact on Han's laser business. The 11% equity transfer price of the sale was 33 million yuan, resulting in an after tax profit of approximately 20.56 million yuan. The estimated price of the retained 40% equity was 112 million yuan. After adjusting for fair value, it generated a profit after tax of approximately 71.99 million yuan. , The above total impact on the company's net profit attributable to shareholders of the listed company in the first quarter of 2018 is approximately RMB 92.55 million, which will have a positive impact on the company's first quarter results in 2018.
Mason Electronics will test the 11% equity of Mingxin at a consideration of RMB 33 million and sell it to Wu Shaohua (General Manager of Mingxin Testing). After the transaction, Maisun Electronics still holds a 40% stake in Mingxin. It is expected that the transaction will generate tax The revenue was approximately 20.56 million yuan, and the retained 40% equity was assessed at 112 million yuan. After adjustment based on fair value, it generated an after-tax income of approximately 71.99 million yuan. The above total impact on the company's net profit for the first quarter of this year was approximately 92.55 million yuan.
Analysts stated that Han's Laser is a high-end equipment platform company mainly engaged in laser equipment. The company started from low-power marking equipment and gradually became a main supplier of laser and automation equipment for apple production lines, and expanded to high-power, new energy, PCB. , Panels, semiconductors, LED and other multi-category equipment suppliers. In the tide of domestic manufacturing upgrades, lasers as a representative of advanced manufacturing are in a clear dominant position. Under the background of decreasing laser costs and increasing precision manufacturing requirements, lasers are replacing Traditional processing methods are expected to further speed up.
4. Anke innovative $ 3 million investment semiconductor company Navitas shares 2.79%;
According to the micro-network news, Anke innovation recently announced that its wholly-owned subsidiary Anker Innovations Limited intends to increase capital to Navitas Semiconductor, Inc., and has committed to invest US$3 million.
It is understood that after completion of the capital increase, Anker Innovations will hold a 2.79% stake in Navitas. The counterparty does not belong to the company, and this capital increase does not constitute a related party transaction.
Since its establishment, Anke Innovation has grown at an annual growth rate of more than 50%. Anke Innovation's financial report for the first half of 2017 shows that the company's offline and online market share accounted for close to 3:7, starting to realize 'all channels'. Cover'.
It is reported that Navitas's main business is the research and development of semiconductor integrated circuit chips. Anker Innovations invested US$3,000,000 to obtain a 2.79% stake in Navitas' capital increase. Anker Innovations stated that the company’s transaction is based on a long-term development perspective. It was decided that this overseas investment can further enhance the company's overall strength and expand the company's external market, which is of positive significance to the company's development.
5. Bit-continental mining ASIC will move to TSMC Nanjing plant production
According to the micro-message news, TSMC was subject to Apple's iPhone supply chain inventory adjustment and NT dollar appreciation against the US dollar. In the first two months of this year, the combined revenue performance was not ideal, but with MediaTek mobile phone chips, NVIDIA graphics chips, and Bitland encryption. Orders for 16nm and 12nm coins, such as currency mining and special application chips (ASIC), have been growing. The production capacity has been packaged by customers and will be fully loaded into the second half of the year.
TSMC’s consolidated revenue in the first two months of this year reached RMB 144,381 million, which was a decrease of 2.5% compared with RMB 1,484.39 billion in the same period of last year. However, it benefited from strong orders for 16nm cryptocurrency mining ASICs and 12nm production capacity by MediaTek, Huida, etc. Dachang Baoxia, the industry is optimistic about TSMC’s March revenue is expected to top NT$100 billion for the first time and set a record high.
At the same time, the industry reported that MediaTek's 12nm mobile phone chips have regained market share. Since March, TSMC has expanded its investment in Taiwan Semiconductor Manufacturing Co., Ltd., and it has already packaged more than 30,000 production capacity of Taiwan Semiconductor Manufacturing Co., Ltd., and the 12nm investment volume has been significantly enlarged. Foreign-funded circles are optimistic about MediaTek. The gross profit margin is expected to look 39% high, and the first quarter will be the bottom of this year's sales. The second quarter's quarterly growth rate will be 2~30%.
TSMC's 12-nm 12-FFC process introduced through the optimized 16nm process has reached volume production. It is expected that the number of chip-out chips will be as high as 120 this year. The industry is optimistic that TSMC's 16nm and 12nm production capacity will be fully loaded until the second half of the year. TSMC has transferred 12nm of Fab 14 to major clients such as MediaTek and HuiDa. Bitcoin's bitcoin mining ASIC has been moved to Nanjing factory production. The TSMC Nanjing plant has launched a 16/12nm wafer launch. Wafers will be advanced to this year. Shipped to customers in May.
In fact, TSMC’s 12nm orders were buoyant. The industry reported that MediaTek’s strong orders and packaged TSMC’s production capacity will be a highlight in the March and second quarter operations. In fact, MediaTek’s second quarter orders broke apart from In order to place orders for low-end 28 nm mobile phone chips from foundries, TSMC’s 16nm and 12nm wafers have increased significantly since March. The industry has reported that it has already shipped more than 30,000 chips to Taiwan Semiconductor Manufacturing Co., Ltd. enlarge.
As mainland smartphone production chain adjustments came to an end after the Lunar New Year, mobile phone plants OPPO, Vivo, Xiaomi, etc. started to carry out new mobile phone chip shipments in March, significantly raising Mediatek's 16nm and 12nm mobile phone chip shipments.
The industry pointed out that the mainland smart phone factory began to carry out spare parts, MediaTek mobile phone chip orders are booming, including the low-end 28nm MT6737/MT6739, 16nm MT6737/P23/P30 and other mobile phone chip shipments, as the new 12nm P60 Mobile phone chips have also been adopted by major manufacturers such as OPPO. MediaTek will launch a P38/P40/P70 mobile phone chip with a 12nm process again in the second quarter. Shipments will soar to the third quarter.