On March 22, 2018, SMIC Semiconductor Co., Ltd. ("SMIC Ningbo"), SMIC Holdings and National IC Fund entered into an equity transfer agreement. SMIC has agreed to sell its equity interest to the National IC Fund. After completion, SMIC’s equity in SMIC Ningbo will be reduced from approximately 66.76% to 38.59%. SMIC Ningbo will no longer be a subsidiary of SMIC and its financial results will no longer be consolidated into SMIC’s results. It is expected that SMIC will not generate profits or losses as a result of this share transfer.
Set micro Comments: SMIC Ningbo financing, another special process plant will be built.
2. Mo Dakang: Trade War is a Required Course in the Development of China's Semiconductor Industry
The Trump’s trade war between China and the United States was initiated and there was a lot of discussion in the industry. Since no one can predict how long this war will last, it is undeniably a political contest between the two major powers of China and the United States. The semiconductor industry in the war is one of its main concerns, and China also regards the development of the semiconductor industry as one of the important national policies. Therefore, the contest between the two sides in the semiconductor field will become more intense. It also proves that the United States is very afraid of the Chinese semiconductor industry. Success reflects that our road is going right this time.
Set micro-reviews: Sino-US trade war may not have a great impact on integrated circuits, but restrictions on intellectual property rights and mergers and acquisitions will affect the future development of the industry.
3, Zhao Weiguo: Manufacturing a Big Power to Make a Powerful Country Needs a High Starting Point to Develop a Heavy Technology Industry
'The reason why Violet chose the heavy science and technology represented by integrated circuits is because science and technology are of great significance to China as a stronger country in the future. The reason why Ziguang develops its heavy technology industry through international mergers and acquisitions is because it can From a higher starting point, we can obtain a bridgehead. Based on this, we will increase investment in R&D, establish a better mechanism, and be able to develop rapidly. In the past six years, it has proved that our development path is correct. ' Ziguang Group Co., Ltd. Chairman Zhao Weiguo said in an interview.
Set Micro Comments: As the United States has increasingly restricted the development of integrated circuits in China, the pressure for the further upgrade of integrated circuits in China will increase.
4, Shilan Micro's net profit increased by 77% in 2017.
On the evening of March 26, Silan Micro released its annual performance report, saying that the net profit attributable to the owners of the parent company in 2017 was 169 million yuan, an increase of 76.75% over the same period of last year; operating income was 2.742 billion yuan, compared with the same period of last year Increase 15.44%; Basic earnings per share was 0.14 yuan, an increase of 75% over the same period last year.
Set micro-reviews: Silan micro-used high-speed development period.
5, MediaTek P60 chip to help Indian market quarter increase 10-15%
After MediaTek launched the Helio P60 chip in the Chinese market, the second quarter of the Indian mobile phone market will be renewed. The legal person pointed out that MediaTek's P60 chip in the second quarter of the year grew rapidly in China and India. TSMC’s 12-inch plus 10,000-unit production capacity is expected to be related to MediaTek. The chipset shipments increased by 10% to 15% in the second quarter, and shipments rose to 1.5 million to 1.8 million. The revenue is expected to be better than expected with double-digit growth.
Set micro-reviews: Relative to mainland China, India's purchasing power is much poorer, like how much Apple wants to have a high market share in India, price and price are decisive factors.
6, Huike counterclaim infringement of its 5 patents! Innolux: has not received a court letter
In response to the patent warfare initiated by the Taiwanese company Innolux for mainland Chinese panel companies, Chongqing Huike Jinhan Optoelectronics Technology Co., Ltd. has now given a firm counterattack. Huike Jinrong not only counters infringement of 5 Innolux patents but also has The nine patents involved in the notification received from the Ningbo Intermediate People's Court were filed with the Patent Reexamination Board of the State Patent Office for invalidation requests.
Set micro-reviews: Court notifications take time to send, and lawsuits and counter- lawsuits are like wrestling. Although one party may not be willing, they have to go shirtless even if their opponents press. Even if they know that they will lose.