'Hot Spots' Ziguang Guoxin: DDR4 DRAM is listed during the year, trade war helps localization

1. Ziguang Guoxin: DDR4 DRAM will be listed during the year, and the trade war will help the localization process; 2. Wei Shaojun: Talent gap in China's IC industry exceeds 400,000 people

3. The core integrated shareholders increased their shareholdings by 2 million shares; 4. The five scientific and technological achievements conversion projects of the Chinese Academy of Sciences were successfully signed in Wuhan Donghu High-tech Zone

1. Ziguang Guoxin: DDR4 DRAM will be listed during the year, and the trade war will help the localization process;

When Weiguang Guoxin responded to investors' questions on the Interactive Investor Interactive platform on Friday, the company's DDR4 chip is still under development and optimization, and will be gradually introduced to the market during the year. It will take some time to reach scale sales.

Ziguang Guoxin introduced that except for a small proportion of quartz crystal products exported to the United States, the company has no business dealings with the United States. The sales revenue and profits of products exported to the United States account for a very small proportion. The current trade war does not directly affect the company. influences.

From another point of view, the company said that it will help to promote the localization of products and bring more opportunities for the development of the company.

In addition, Ziguang Guoxin stated on the interactive platform that the Ministry of Communications’ standard card is being promoted nationwide and the market is growing rapidly. The company’s standard transportation card chips have been implemented in batches in many cities across the country, and market share has continued to maintain. Leading.

2. Wei Shaojun: Talent gap in China's IC industry exceeds 400,000 people

By 2020, 62 IC production lines will be completed and put into operation globally, of which 26 will be in China, which will bring about a 400,000 professional shortage; during the “Thirteenth Five-Year Plan” period, only IC design talents will be required in China's IC industry. 140,000 people, but college graduates are less than half of the total demand... On March 28, the “Eastern Silicon Valley” Integrated Circuit Talent Development Strategy Forum was held in Wuxi, with more than 300 government officials, experts, scholars, and business representatives. , To discuss the introduction and cultivation of talents in the IC industry, calling for the 'China Core' equipped with 'the most powerful brain'.

With a gap of over 100,000, Jiangsu is crying out for 'thirst'

The integrated circuit industry represented by chips is known as 'industrial food' and is the core technology and main driving force of the information revolution. 'Talent is the first resource for the development of the integrated circuit industry, and it is also a key bottleneck restricting the development of China's integrated circuit industry.' According to Professor Wei Shaojun, director of the National Institute of Microelectronics of Tsinghua University and the leader of the National Nuclear High-level Major Project Team, integrated circuits are typical talent-intensive industries. According to the output value of China's integrated circuits industry reaching one trillion yuan in 2020, at least There are 700,000 related talents, but less than 300,000 people now, and the gap is more than 400,000.

The giant talent gap, Jiangsu occupy the bulk. Provincial Economy and Information Committee deputy director Gong Huaijin disclosed at the forum that last year, Jiangsu's IC industry scale reached 131.8 billion yuan, an increase of 20.5% year-on-year, accounting for 1/4 of the country, and continued to be the first in the country. The output value will be calculated in the same proportion. By 2020, the province will have more than 100,000 talents in the integrated circuit talents.

A large number of projects have intensified the tight supply of integrated circuit talents in Jiangsu. In 2016, Nantong Tongfu Microelectronics smart chip packaging test project was completed and put into production. On September 12 last year, the 12-inch wafer fab of TSMC was located in Nanjing Pukou Economic Development Zone. On March 2 this year, Shanghai Hua Hong IC R&D and manufacturing base project with a total investment of 10 billion U.S. dollars was started in Wuxi. Xu Wei, executive vice president of Shanghai Hua Hong Geli, disclosed that only Hua Hong’s project in Wuxi, the future It requires 5,000 engineers.

As the national southern microelectronics industrial base, Wuxi’s integrated circuit industry achieved a production value of 89 billion yuan last year and employed nearly 50,000 people. Wuxi Semiconductor Industry Association predicts that with Wuxi Huahong, Hailishi Phase II and Central Integrated Circuits will use large silicon wafers. 3 other ultra-billion projects will be launched one after another. By 2020, Wuxi will need at least 30,000 additional IC industry talents.

Unmatched supply and demand, business recruitment difficult

The largest source of integrated circuit talent is universities. But no matter the quantity or quality is cultivated, the cultivation of talents in colleges and universities is out of touch with the needs of the industry.

'Design is the core of the chip industry and is also a short board for the development of China's integrated circuit industry. During the 'Thirteenth Five-Year Plan' period, China is expected to need 140,000 chip design talents, while the national colleges and universities will have a training scale of about 100,000, accounting for a 30% loss. Rate, there are less than 70,000 people who have truly entered this industry, and the gap is nearly half. ' Professor Wei Shaojun said that the shortage of talents has caused companies to recruit people very difficult and the labor costs have risen dramatically. At present, the level of salary for chip designers in the Mainland has increased significantly. More than Taiwan, but companies still can't recruit people.

In addition to the shortage of quantity and the problem of 'unbalanced' quality of talent, many companies are also annoyed. Wuxi China Resources Microelectronics is one of the world's leading integrated microelectronics companies and has a reputation as a cradle of China's IC industry. The company is responsible for human resources. Deputy general manager of resources, Yao Dongxi, said that with the rapid expansion of production capacity, a large number of basic engineers are urgently required. However, graduates from universities have a relatively large gap between their knowledge and ability structure and corporate requirements. System training is required before they can take up posts.

'Education of engineering talent is a worldwide problem. Especially for integrated circuit talents, we must have knowledge and skills. We must also be innovative and capable of entrepreneurship. Actual combat and cross-border are two key words.' National demonstration microelectronics Yan Xiaolang, head of the College Construction Experts Group and a professor at Zhejiang University, believes that the creation of a 'new industry-produced discipline' is an urgent task for IC personnel training. The distinctive feature of the 'new engineering discipline' is to start from the needs of the industry and attract companies to deeply participate in college talents. Train, realize the cooperative education between enterprises and universities, collaborative innovation and achievement transformation, cultivate and reserve more 'marketable' high quality talents for the rapid development of the industry.

Integration of Production, Teaching and Research, 'City Education'

On March 28th, Southeast University and Nanjing University signed cooperation agreements on integrated circuit talents training with SK Hilux Semiconductor (China) Co., Ltd. and the core talents exchange center for integrated circuit innovation and entrepreneurship at the Ministry of Industry and Information Technology. Announced to settle in Wuxi.

Last September, Nanjing Integrated Circuit Industry Service Center established a talent training and service platform based on the original three major service platforms: technological innovation, public technology, and system application. It also cooperated with Beijing Huada nine days, Zhongtian Micro, Synopsys, Cadence, Mentor and Sanjiang College, Chengxian College of Southeast University, E-learning Network and other institutions signed strategic cooperation relations and conducted in-depth cooperation on talent training projects.

The establishment of a talent-training and reserve system that integrates production, learning, and research has become a consensus that breaks through the bottleneck of talents and speeds up the development of the integrated circuit industry. Yu Weikang, executive vice chairman of the Jiangsu Semiconductor Industry Association, said that the province’s integrated circuit industry is the largest in the country, and the industry chain The most complete, the highest concentration of talent. Grasping a new round of development opportunities, Jiangsu should take major projects as a leader, and further increase the talent introduction and cultivation efforts to ensure that the integrated circuit industry continues to walk in the forefront of the country.

Gao Yaguang, deputy mayor of Wuxi City, introduced that as the 'Huangpu Military Academy' of Chinese integrated circuit industry talents, Wuxi will take 3 billion projects as a leader, and through the implementation of the 'Taihu Lake Talent' policy, accelerate the introduction of high-end leading talents in integrated circuits; Universities, Southeast University Wuxi Branch, Peking University Soft Micro College, Jiangsu Information Institute and other colleges and universities, nurturing more local industry elites; In-depth implementation of the newly promulgated “Opinions on Further Supporting IC Industry Development” to further create a talent development environment, Retain outstanding talents, and strive to form a "Talent Zone" for integrated circuit industry in Wuxi.

Our reporter Ma Wei Xinhua Daily

3. Suixin integrated shareholders increase holdings of 2 million shares;

Digging out the news on March 30th, Suixin Integrated (838981) recently issued 2 million shares of directional shares, all of which were subscribed for by Huang Baokai. After the subscription was completed, the concerted parties Huang Baojian, Shi Fangmin and Qian Jungu held 1020.10 million shares. , It accounted for 46.37% of the total share capital of Yuxin.

It is understood that in recent days, Shuoxin Integrated Shareholder Huang Baochen has newly added 20 million shares of the company's shares through the subscription of shares issued by Suixin, and Huang Baojun, Shi Fangmin, and Qian Jungu have held 41.01% of the total shares as the actual controller. After the change in equity, the shareholding ratio was 46.37%.

According to reports, the obligor of information disclosure, Huang Baoqi, newly added 2 million shares of the company's shares through the subscription of shares issued by Suixin, which accounted for 100% of the total issued shares of the company. The subscription price was 2.88 yuan per share. Suixin Integration signed the "Share Issuance Subscription Contract with Conditions of Entry into Effect" on October 31, 2017. There is no case of signing the equity transfer agreement, administrative transfer, or court order.

Persons involved in information disclosure: Huang Baozheng, born in January 1980, Chinese nationality, no permanent residency abroad. Graduated from Zhejiang University, majoring in detection technology and instrumentation. Bachelor's degree. From September 2002 to December 2003, he served as Singapore Microelectronics. Research Institute IC Design Engineer; from December 2003 to March 2005, he was the IC design engineer of Hangzhou Shikang RF Technology Co., Ltd.; from March 2005 to March 2010, he was the project manager of Shanghai Jieding Top Chip Design Company; 2010 From April to August 2013, he was the manager of Shanghai Link Electronic Equipment Co., Ltd.; from August 2013 to March 2016, he was the manager of Jiangsu Yuxin Semiconductor Technology Co., Ltd.; from March 2016 to now, he was the chairman of the stock company. General manager.

Shifang Fang, born in October 1978, Chinese nationality, has no permanent residency abroad. Graduated from Nanjing University, majoring in business administration, college education. From August 2001 to June 2002, he served as the manager of the operating department of Suzhou BenQ Computer Company; 2002 From August to December 2008, he served as the manager of Shenzhen Suncan Technology Co., Ltd.; from January 2009 to May 2012, he served as Deputy Manager of Wuxi Yintai Microelectronics Co., Ltd.; from June 2012 to March 2016, he served as Core Integrated Circuit Technology Co., Ltd., deputy manager; March 2016 to date, served as a director of the company, deputy general manager.

Qian Jungu, born in January 1973, Chinese nationality, has no permanent residency abroad. Graduated from the Nanjing University of the Arts, majoring in oil painting. Bachelor degree. From June 1997 to present, he has served as a staff member at Donghua University; April 2014 to present, Ren Lehong Information Technology ( (Shanghai) Co., Ltd. Manager; from July 2014 to March 2016, he served as director of Jiangsu Yuxin Semiconductor Technology Co., Ltd.

4. Successfully signing five scientific and technological achievements transformation projects of the Chinese Academy of Sciences in Wuhan Donghu High-tech Zone

Yesterday, Wuhan East Lake High-tech Zone held a joint event for the transformation of scientific and technological achievements. The CAS's five scientific and technological achievements transformation project was signed by the Wuhan Institute of Science and Technology in the East China High-tech Zone, signing a total of 200 million yuan.

The five contracted projects involve electric power robots, display systems, laser micromachining equipment and other fields. Among them, the transfer of scientific research achievements of two academicians and experts teams has been transferred. The project transformation methods include cooperative research, technology transfer, and technology licensing.

The special event on optoelectronic information at the Chinese Academy of Sciences was sponsored by the Wuhan East Lake New Technology Development Zone Management Committee, the Wuhan Branch of the Chinese Academy of Sciences, the Wuhan Municipal Bureau of Scientific and Technological Achievements Conversion, and the Wuhan Municipal Bureau of Science and Technology to promote the scientific and technological innovation of the Chinese Academy of Sciences in the Donghu High-tech Zone in Wuhan. Transformation, to further promote the development of China Optics Valley electronic information industry.

According to reports, this special event focused on Wuhan Telecom East Lake High-tech Zone, such as optical communications, laser, integrated circuits, new display and other key industries. According to corporate technology needs and market demand, the organizers of the event organized a special class to Beijing, Tianjin, Qingdao in the early stage. At the Institute of Microelectronics, Chinese Academy of Sciences, Semiconductor Research Institute, Optoelectronics Research Institute, and other units, the scientific and technological achievements collection, cooperation and docking work.

The activities of the day attracted more than 10 experts from the Chinese Academy of Sciences Institute of Optoelectronic Information. 70 representatives of companies in the optoelectronic information technology field of Wuhan Donghu High-tech Zone, representatives of numerous investment institutions and representatives of innovation incubators came to meet and negotiate.

In this special event, the Chinese Academy of Sciences also released 78 full-scale nanosecond-level UV lasers, optical fiber sensors and other achievements, arranging artificial intelligence wireless communication systems, high-performance sensor chips, infrared thermal imaging systems and machine vision products, etc. The project carried out a road show display.

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