According to the report of Bloomberg News on March 27, people familiar with the situation revealed that the Trump administration is considering cracking down on China’s technology investment. The US side believes these technologies are sensitive and will adopt laws designed for national emergencies. Ministry officials are working on a plan to determine the areas in which Chinese companies will be prohibited from investing, such as semiconductors and 5G communications.
Commentary: The United States took a series of measures in the 1980s because of the rise of Japan. As a result, Japan’s stagflation has been brought to the present. However, the Chinese market is as large as the United States. The future market size will inevitably exceed that of the United States. It is difficult to limit the development of China. Because China has enough means to counterbalance, of course, restricting China’s investment in certain areas of the United States will still have a certain role. After all, the United States leads the industry in semiconductors.
2, Violet and Intel's 2-year procurement close exposure
As reported by a number of media, it is rumored that in order to reduce the trade surplus with the United States, the mainland of China proposed to the United States to expand the procurement of US semiconductors, and at the same time reduce the number of chips produced in Korea and Taiwan. This strategy implies many political wrestling calculations, but it contrasts with the Ziguang Group. While helping China to build a key memory base, it also made an alliance with Intel and purchased the 3D NAND chip even more. Zhao Weiguo, chairman of Ziguang, did indeed impress the outside world.
Set micro-reviews: Many of the articles that relayed Ziguang and intel secret agreements yesterday were also forwarded today by the micronet editor. However, there should be no secret agreement, and he would not dare to use intel’s influence in the United States. should have.
3, global fab equipment spending will be the main driver in mainland China
According to the latest contents of the “Global Fab Forecast Report” announced at the end of February 2018, global fab equipment spending will increase by 5% in 2019, and will continue to grow substantially for the fourth consecutive year. Unless the original plan changes significantly, China The mainland will be the main promoter of the growth of equipment expenditure for global fabs in 2018 and 2019. The global fab investment is in a strong position. Since the mid-1990s, the industry has never had a record of three-year growth in equipment expenditure.
Set micro-reviews: The increase in spending on mainland equipment is due to insufficient investment before.
4, Wentai Technology throws 500 million investment in semiconductor investment company
On March 27, Wentai Technology issued an announcement. In accordance with the company's future business plan and development strategy, and in conjunction with the business development needs of Hefei Zhongwen Jintai Semiconductor Investment Co., Ltd., a wholly-owned subsidiary of the company, the company plans to increase capital for Hefei Zhongwen Jintai. The capital increase is RMB 50,000 million. After the capital increase is completed, the registered capital of Hefei Zhongwen Jintai will increase to RMB 505 million. The company still holds 100% of its equity.
Set Micro Comments: The lack of investment in mainland China's semiconductors is a good project. If the United States restricts mainland investment in the future, good projects will be even more scarce.
5. If China-US trade friction deteriorates, how can China's semiconductor industry behave?
Some analysts believe that the Sino-U.S. trade friction is aimed at “Made in China 2025” and aims to limit the development of China’s high-tech and high value-added sectors. As a strategic industry that affects the country’s overall competitiveness, the level of integrated circuit technology and industry It has become an important indicator of a country’s industrial competitiveness and comprehensive national strength. The IC industry in this trade dispute has also attracted much attention. However, since 2013, China’s integrated circuits have reached annual imports of more than US$200 billion, and China’s crude oil in 2016 The import amount was US$115.308 billion. More importantly, the import amount in 2017 increased by a large margin of 14.6% year-on-year, and the overall deficit was close to US$200 billion.
Set micro-reviews: Now all parties are anxious to express their opinions. The development of a real trade war depends on the negotiations between the two governments. The media or the media has nothing to do with wishful thinking.
6, Toshiba sells chip subsidiaries or misses deadlines will seek more options
According to Reuters, China’s Ministry of Commerce has not yet considered Bain Capital’s lead in a consortium’s plan to acquire Toshiba’s (6502.T) chip subsidiary for US$18 billion, making the transaction unlikely to be in the coming deadline. Before completion. Toshiba seems to be looking for more options for the subsidiary.
Set micro-reviews: The impact of China's trade war involves many areas, Toshiba may also be involved.
7, Guo Mingyao: Apple released 4th generation Apple Watch screen this fall
KGI’s well-known analyst Guo Mingyi issued a report on Tuesday that Apple’s fourth-generation Apple Watch will be released this fall. The new watch’s screen size will increase by 15% with a new “stylish” design. Guo Minghao said that the new Apple Watch may be Also has a longer battery life, and equipped with new health monitoring sensors.
Set micro-reviews: The problem with apple watch is not the screen size. Unless it uses a flexible screen, the current obstacle for smart watches is that the core applications are too few.
8, Another patent of UPI has been invalidated! It will help Huawei to improve the patent licensing negotiation initiative.
Recently, with respect to Huawei's request for invalidation of a patent held by UPI Corporation, the Patent Re-examination Board of the State Intellectual Property Office has newly issued a review decision on 'partially invalidated'. As of now, Huawei has held the UPI Company in China. Five patents had initiated requests for invalidation, of which three patents were awarded 'all invalid', one was 'partially invalid', and one was 'valid'.
Set micro-reviews: In the United States, the root cause of the trade war is intellectual property protection. The root of the intellectual property issue lies in the threat of China's rise.