1. The first DRAM chip independently developed by China at the end of 2018 is expected to be born in Hefei.
Gathering micro-messages, in the recent “National Integrated Circuit Major Project Moved into Anhui Activities” held in Hefei, Chairman of Changxin Storage Technology Co., Ltd., Wang Ningguo, CEO of Corey IC Co., Ltd. introduced Hefei Changxin Memory Co., Ltd. Project's five-year plan: The construction of the first factory building in January 2018 is completed and equipment installation begins; the 8Gb DDR4 engineering sample will be mass-produced by the end of 2018; the 8Gb LPDDR4 will be mass-produced in 3Q2019; the production capacity will reach 20,000/month by the end of 2019; The second plant construction was planned for the year; 17 nanometer technology research and development was completed in 2021. Wang Ningguo expressed the hope that by the end of 2018, the first self-developed DRAM chip in China could be born in Hefei.
Set micro-reviews: Whether it is the Yangtze River storage or Hefei Changxin, the mainland storage industry has just started, and the next two or three years will not be enough to influence the world's pattern.
2. Aiwei Electronics' net profit growth of 153.64% in 2017. Apply for 23 integrated circuit layout registrations
According to the micro-network news, Aiwei Electronics released its 2017 financial report a few days ago. The financial report shows that the company achieved revenue of RMB 522 million in 2017, an increase of 58.99% year-on-year; net profit attributable to its mother was RMB 51,113,500, an increase of 153.64% year-on-year. The total assets of Aiwei Electronics were 442 million yuan, net assets were 203 million yuan, and the net increase in cash was 119 million yuan. Ai Weiyi stated that the growth of the company's performance was mainly due to the fact that the company's customer base has basically covered domestic mobile phone brand companies and The ODM solution company for global brands, and the well-known intelligent hardware IoT products, the company's market scope is being extended from the mobile phone to the Internet of Things and other intelligent hardware, and has established good relations of cooperation with the first-line brand customers, such as Huawei, OPPO, VIVO, Xiaomi, ZTE, Lenovo, MOTO, Meizu, TECNO, Amazon, JBL, NOKIA, LG, B&W and Mattel, the world's largest toy brand.
Set micro-reviews: In the first quarter, Ai’s growth was more than 50% against the trend, which contrasted with the bleakness of the mobile phone industry.
3, Taiwan's semiconductor DRAM personnel loss is serious Nearly 500 people defected to mainland companies
According to reports from Taiwan Media, Formosa Plastics' president Wang Wenyuan took over as chairman of the Taiwan Federation of Industry and Industry Corporation of the People's Republic of China yesterday. When talking about the current brain drain on the issue of the mainland, he mentioned that semiconductors and DRAM are more obvious. In the past one or two years, there have been incidents of high-level semiconductor technicians in Taiwan being attacked by land companies. South Asia Branch also lost 48 high-end technical personnel, but 'There is no major impact on the subspecialties of the subspecialty,' Wang Wenyuan said. The DRAM factory Huayuki is relatively large, running about 400 people.
Set micro-reviews: It is normal for the mainland to dig people from Taiwan, but the development of DRAM industry in Taiwan is not very good. To develop it, we should dig people from Japan and South Korea.
4. After ZTE, the U.S. again implemented a precision strike against China.
When the flames of Sino-US trade war seem to gradually diminish, an action by the US Department of Commerce once again draws worldwide attention. On the 16th, the U.S. Department of Commerce issued an injunction prohibiting U.S. companies from launching any business with ZTE within 7 years, and prohibiting U.S. companies from communicating to ZTE Corporation. The sales of spare parts, commodities, software and technology are based on ZTE's violation of the US sanctions clause that restricts the sale of U.S. technology to Iran and North Korea. Under the background of Sino-U.S. trade frictions, the U.S. has chosen to focus on ZTE. It is an exact blow to China. Why do you say this? Weak countries have no diplomacy, weak core has no roots.
Set micro-reviews: The United States sanctions SMIC is still very small. At present, the US sanctions against ZTE are still limited to U.S. manufacturers. It is really necessary to involve U.S. allies. Sino-US trade war is really difficult to avoid, and the world is also in chaos. .
5, China's display panel still lacks core technology, and the industrial scale will reach its peak next year
According to the micro-network news, data from the China Optics and Optoelectronics Industry Association Liquid Crystal Branch shows that in 2017, the LCD panel in China's mainland has ranked first in the world in terms of revenue and shipping area. It is expected that the OLED investment scale in the next 3-5 years can be US$30 billion to US$50 billion. Products such as flexible screens, full screens, and special-shaped screens from companies such as BOE, Huaxing Optoelectronics, Visionox, and Tianma have also come out. Domestic high-end screens are rapidly progressing. The rapid development of China’s display industry Some analysts pointed out that there are still three cruxes: First, the industrial chain supporting capacity is weak. For example, the exposure machine used in TFT-LCD panels, the evaporation equipment used in the production of AMOLED panels, and exposure equipment are almost dependent on imports. Currently, China has built or The 10.5-generation line glass substrates under construction are all dependent on foreign manufacturers. Key materials and core equipment have become the bottleneck restricting the development of China's new display industry. Second, the industrial structure needs to be adjusted urgently. Despite the continuous increase in the proportion of China's mainland shipments of the panel area, However, the added value of products is still low. Third, there is a potential risk of blind investment.
Set micro-reviews: China's panel industry is the same as China's manufacturing, but it is not bad to first increase productivity, and it takes time for high-end breakouts.
6, US judges add to chaos! Ruling China's courts invalidate Samsung's sales ban
As we all know, on January 11, 2018, Huawei sent a verdict to the Shenzhen Intermediate People's Court v. Samsung IPR infringement case. The court ruled that Samsung immediately stopped manufacturing, sales, and promised sales to infringe Huawei's patents. Huawei The first instance won the case. If you do not accept the verdict, Samsung can appeal according to the law. However, the recent ruling of a judge in the United States added a few variables to the incident. US District Court Judge William H. Orrick ruled that Samsung Electronics Can continue to produce and sell smart phones in China.
Set micro-reviews: China's intellectual property court bans are not really implemented.
7, US Department of Commerce: bans U.S. companies from selling components to ZTE in the next 7 years
According to Reuters latest news, U.S. officials said on Monday that the U.S. Department of Commerce is barring U.S. companies from selling components to ZTE for the next seven years because they violated sanctions. The report pointed out that ZTE did not follow the previous agreement. Senior U.S. Department of Commerce official It stated that ZTE promised to dismiss the four senior employees and disciplined them to 35. However, ZTE admitted in March that although they had dismissed four senior employees, they did not impose disciplinary punishment or bonus on the other 35 employees.
Set micro-reviews: High-tech companies such as Huawei, ZTE, Lenovo, Xiaomi, and ov are undoubtedly the culprits once they are banned from US chips or parts. The United States is now issuing a ban on a Chinese company and is clearly targeting not only ZTE, not to mention that just because ZTE had violated the ban before, the real goal of the United States must have been the Sino-U.S. negotiations for the trade war.