1. Resigned as Chairman of Ziguang Group and Ziguang Guoxin, Zhao Weiguo: Really too busy
Set micro-network news, on the evening of April 8 Ziguang shares announcement, Zhao Weiguo resigned for the work of Ziguang shares and Ziguang Guoxin company chairman, director, the board has agreed to resign his application. For the resignation of the chairman of the two listed companies, Yesterday In the evening, Zhao Weiguo published a message in a circle of friends: It is indeed too busy. There are too many procedural jobs for listed companies. Thank you for your concern. I will always be with Ziguang. At the same time, Zhao Weiguo added that Ziguang Group is only one of the listed companies under the Ziguang Group. Posts in the group of violet light.
Set Micro Comments: Many people cannot figure out the relationship between Ziguang Group, Ziguang Holdings, and Ziguang Guoxin, making Zhao Weiguo, who should not be a news reporter, resign from the circle of friends.
2, Bitcoin price in the first quarter is lower than that of global speculators in China.
According to CoinMarketCap, the price of bitcoin, the most iconic virtual digital currency that has been highly sought after by the virtual currency market over the past few years, has plummeted from the high of $17,533 at the beginning of the year to around $6,000 on April 8. The drop of more than 65% resulted in a market value of almost three times the market value of Tesla, which is about 5.5 times the market value of Twitter. 'More than half of the global digital currency speculators are Chinese, but the Chinese financial regulators Things clearly do not support; and since the United States introduced Bitcoin futures this year, it has become the largest shorting tool. It can be said that in the entire quarter, the virtual digital currency market suffered Davis double killing. ' A senior researcher of the virtual digital money market Zhang Jie (a pseudonym) told China Fortune Jun.
Set micro-reviews: Bitcoin's price plunged in the first quarter, but profits for bitcoin mining remain high.
3, IEK: Taiwan's IC design grew by 6.6% in 2018 and declined by 5.5% last year
According to the latest IEI research report from the ITRI, the Taiwanese IC industry is expected to reach 2018 for the whole year. It is estimated that the output value of Taiwan’s IC industry this year is expected to be NT$260 billion, which is 5.8% higher than 2017. 2017 year Taiwan IC manufacturing The industry continued to grow its efforts. With the new applications and memory requirements increasing, the output value grew slightly to NT$1.3682 trillion, an annual growth of 2.7%. In the US and China, the economy continued to improve in 2018 and artificial intelligence, Internet of things, etc. Driven by end-products, it is estimated that the overall IC packaging and testing industry in Taiwan will grow by 4.4% with a production value of NT$498 billion.
Set micro-reviews: Even if Taiwan Semiconductor Manufacturing Co., Ltd. gets hot again, the pace of development of Taiwan's integrated circuit industry is also difficult to compare with the mainland.
4, Silan Micro: This trade war makes Chinese companies more aware
A few days ago, the trade war between China and the United States continued to heat up and ICs became the focus of this war. As a domestic semiconductor company, Shi Lanwei said in an agency survey recently that it will vigorously purchase domestic equipment in the future. 'This trade war has made Chinese companies Be more aware of what you need to do. 'In this US list of levied tariffs, the semiconductor industry bears the brunt, and domestic substitution has become the topic focus. Silan Micro is one of the few domestic IDMs with design, manufacturing, and packaging capabilities. Semiconductor companies have received large investments in large funds, and the outside world has placed great expectations. Shi Lanwei pointed out that the development of its semiconductors depends not only on the promotion of money, but on the need for time and people, and pointed out that the development of the semiconductor industry can not be quick success. It takes 10-20 years of hard work, because this is a relatively mature industry. The competitors are all large international companies. Domestic substitution is also a gradual process.
Set Micro Comments: Even if the Sino-US trade war is reconciled, the development of China's integrated circuits in the future will face a more difficult external environment.
5, June: TSMC's 7nm mass production, Zhang Zhongmou retires
The Economist reported that in the month of Zhang Zhongmou’s retreat in June, TSMC will ship the most advanced process semiconductors and take the world’s strongest chips. Intel is the second child. How TSMC can squeeze out Intel has always been a market concern. The focus of the analysis was on two major reasons. First, TSMC invested nearly Rmb3bn in R&D funding, far exceeding its peers; the other was the advantage of OEM mode. Intel’s strengths were computer chips, Samsung was good at smart phone chips, and TSMC was both. Pass kill, and even eat 90% of the super-mining chip.
Set micro-reviews: 7nm mass production as a gift for Zhang Zhongmou retirement?
6, iPhone orders are weak, Dali light escapes the off-season curse
Da Liguang Executive Lin Enping will host the Law Symposium on the 12th. Due to the recent changes in the Apple iPhone, orders are weak, 3D sensing lens trends are expected, and Apple's orders and new plant capacity and expansion schedule will be the focus of the industry. The recent mobile phone market demand in China has seen a recovery. It is expected that it will help Daliguang’s revenue, but it may not be enough for Apple’s decline. Daliguang is the main lens supplier in the iPhone supply chain.
Set micro-reviews: As an Apple supplier, it is easy for performance to fluctuate drastically, while winning bids increase substantially, and losing orders may drop significantly.
7, Huawei and Samsung's latest patent warfare progress: Huawei's patent involved in the case was found valid!
According to a report by the China Intellectual Property News, the Beijing Intellectual Property Court recently concluded the patent review committee of the plaintiff Samsung and the defendant State Intellectual Property Office, and the third-party Huawei Technologies, Huizhou Samsung Electronics Co., Ltd., and Tianjin Samsung Communications Technology Co., Ltd. announced the invalidation of the invention patent right. The administrative dispute case was requested to maintain Huawei's patent rights in effect. In fact, the patent dispute between Huawei and Samsung has to be traced back to 2016. On May 25, 2016, Huawei filed a lawsuit against Samsung in the United States and China. , Including Northern California Federal Court and Shenzhen Intermediate People’s Court. Huawei claimed in the indictment that Samsung infringed on 11 US patents. Most of these 11 patents are related to LTE (4G) technology and also to 2G/3G technologies.
Assembling micro-reviews: Patent validity is the first step in litigation, and whether infringement is the second step.