According to the micro-network news, a share transfer announcement of the Hefei Public Resource Center in Anhui Province recently attracted widespread attention. Hefei Core Screen Industry Investment Fund (Limited Partnership) plans to publicly transfer and share the Hefei Guangxing Fund’s 493,664,360,659 yuan in fund shares. The reserve price is as high as RMB 7 billion. Hefei Guangxin Fund's share indirectly holds the equity of Nexperia (Anshi Semiconductor) and is still the largest single shareholder. Ansi Semiconductor was a Chinese consortium led by China Construction Assets in 2016 for US$2.75 billion ( Approximately 18.1 billion yuan (RMB) in the acquisition of NXP's standard parts business.
The equity transfer and its capitalization operation received extensive attention from investors. Feedback from related investors was informed that on May 18, Jianguang Assets issued a notice to all relevant investors on the capitalization of the Sigma project (Ansi Semiconductor). , This explains in detail:
1. The finalization of the capitalization operation plan of the Sigma project is based on the principle of maximizing the interests of all investors. The transfer of the Hefei share is only part of the transfer of fund shares in the Sigma project, which has nothing to do with the selection of the entire capitalization operation of the Sigma project.
2. The share of the partnership is transferred only through the indirect financial investment of Hefei Guangxin Semiconductor Industry Center (Limited Partnership) for the Sigma project. The share holder is not a direct shareholder of Hefei Yuxin Holdings Co., Ltd. The ultimate transferee will support the implementation of the capitalized operation implementation plan approved by Jianguang Assets to ensure timely implementation of the plan and sign relevant agreements and resolutions. The acquisition of this share by the ultimate transferee does not represent the decision to capitalize on the Sigma project. Right, will not affect the final decision of the capital operation of Sigma project.
3. Compared with the reorganization of domestic A-share listed companies after partial investors, the management of ASG Semiconductor and its customers, domestic and foreign investment banks, etc., the IPO in Hong Kong has the following advantages: (1) Does not trigger overseas Re-approval; (2) Faster time; (3) Simple procedure and high certainty; (4) Investment income is not diluted by restructuring; (5) Stability of management team can be guaranteed.
Therefore, the capitalized operation of the Sigma project will consider the Hong Kong IPO as the first option, and the capitalization operation of China A-shares can be used as an alternative. If the capitalization of China A-shares is considered, it will be issued to investors on January 12, 2018. The review results are ranked in order to advance.
2. After the US sanctions on ZTE, China’s CPU self-controllable 'core three elements' was released
“The US sanctions on Chinese chips have strengthened our road to independent innovation. We need to step up the development of domestically-produced indigenous hardware and software bases. 'On April 19, at the Autonomous Safety Innovation Forum for Key Information Infrastructure held at Wanshou Hotel, Academician Ni Guangnan of the Chinese Academy of Engineering is not highly fluent in tone.
In addition, CTF Computer Security Director Yan Ming, Academician Shen Changxiang of the National Academy of Engineering, Tian Bin, Deputy Director of the National High Performance Integrated Circuit (Shanghai) Design Center, and Wu Weiwu, President of Godson Zhongke Technology Co., Ltd. attended and conducted reports. The in-depth analysis and interpretation of the autonomous controllable standards of the processor and the formal release of the 'core three elements' of the CPU's autonomous control have established a judging standard for the promiscuous CPU market.
Developing an autonomous and controllable information infrastructure is imminent
Once upon a time, Google withdrew from the Chinese market. At that time, I thought everyone was just like me. Everyone's search engine basically used Google, but we had Baidu search. With the Gaode map, we had Beidou. Once upon a time, we even The desire to participate in international conferences is still crowded out on the edge. In today's forum, we also have to discuss and think about this issue. 'The CTF computer security director Yan Ming said.
On April 8th, 2014, Microsoft formally stopped supporting Windows XP services and pushed trustworthy windows8. At that time, if the 200 million terminals in China were upgraded to Windows 8, it would not only cost huge money, but also lose security. Control and autonomy. '4 years later, on the key information infrastructure self-safety innovation forum, the two-faced Shen Changxiang recalled this history. In October of the same year, Microsoft launched windows10, announcing the suspension of non-credible windows7. On Windows10, cloud computing, big data, servers, mobile terminals and other mandatory and hardware TPM chip configurations pose a great threat to China's information security. 'We must seize the strategic heights of the core cyberspace security strategy.'
At the meeting, Tian Bin introduced the Shen Wei processor and its industrial application. 'The current domestic CPU's phenomenon is weak performance, low level of product development, low service level, and the development of the entire development partner market is costly.' Tian Bin said, 'With countries giving money, it's better to give a piece of the market, give it a piece of the world, and let the domestic CPU develop.' Shen Wei, the national team of domestic high-performance autonomous CPU R&D that was founded in Shanghai in 2003, has now established The autonomous “Shenwei 64′′ instruction system, independent control of software ecology, self-controllability of the whole process, research and development of the supercomputer's CPU design, maintenance of the leading position in the supercomputer CPU, support of HPC and artificial intelligence, deep learning and large Data fusion. 'On high-end server CPUs, we have planned to 2020.' Tian Bin said Shen Wei 3232 is under development, mainly for the field of big data and cloud computing, at the same time, Shen Wei's ecological and industrial chain It is also constantly improving. At the meeting, Tian Bin also showed the computer used for his speech. 'This computer is made with Shen Wei's processor.'
CPU self-controllable 'core three elements' released
At the meeting, Ni Guangnan released the contents of the “core three elements” of the CPU's self-controllable control. Whether it is truly autonomous and controllable mainly focuses on three points: First, whether the CPU development unit meets the requirements for security and confidentiality; and second, is the CPU instruction system sustainable and independent development, Third, whether the CPU core source code is written by itself. These three points are the core evaluation criteria of whether the CPU is autonomous and controllable. At the same time, if these three points are met, it means that it meets the requirements of the autonomous and controllable CPU, and cannot be satisfied at the same time. It means that it is not completely autonomous. Controllable or even completely involuntary controllable.
First, whether the CPU development unit meets security and confidentiality requirements
According to the relevant domestic accounting standards and related confidentiality qualification requirements, CPU companies are required to have no direct overseas investment, and the proportion of investment by foreign investors and parties acting in concert through indirect methods shall not exceed 20% in the end. Applied to the core information and equipment related to national economy and national defense security, it is of great significance for national security and economic development. Important enterprises that are related to national security must be firmly in their hands and must not be controlled by foreign companies. Once the right of control has fallen into the hands of foreign investors, the basis for safety and autonomy will no longer exist. Therefore, compliance with the national security and confidentiality regulations is the most basic requirement for the autonomous control of the CPU.
Second, whether the CPU instruction system can continue to develop independently.
The instruction system is an abstract model of the computer. It is the interface presented by the CPU to the upper software, and is the cornerstone of the independent development of the CPU. The self-developed instruction system must be designed autonomously or have long-term effective authorization of the existing international instruction system. And it is possible to independently develop new directives so that it will not be controlled by others in the development of intellectual property and the future.
If authorized by an overseas enterprise instruction system, but the authorization is of limited duration, foreign companies can terminate the authorization or skyrocketing price after the expiry date, which will cause us to pay for the industry ecosystem based on the hard work of the system. If we cannot With the application of instructions to add instructions, you can only follow other people's technical routes step by step, it is difficult to build a safe and controllable information technology system. 'Wu Wei-wu interpretation.
Third, CPU nuclear source code is written
Here, the CPU core source code mainly refers to the processor's micro-architecture design, that is, the hardware source code of the processor core must be independently written and designed, and not from a third-party authorization.
Why is the CPU core source code written by itself and cannot be from a third-party license?
Because the CPU is a huge complex system, mastering the core technology of CPU design is not a matter of overnight. Foreign third parties are also not able to inform their domestic companies about their core design technologies. Therefore, the 'innovation and re-innovation' model is not so effective in the CPU design industry. Applicable. For this, Hu Weiwu said that the recent discovery of the “fuse” and “ghost” hidden dangers in the Intel CPU has given the industry an inspiration. Even if the designers are not fully aware of the security risks caused by the complexity of the CPU, let alone Look at the design of others. Many domestic CPU companies rely on soft-core licenses obtained from third-party companies and even hard-core licenses for '攒' CPUs. They do not really know how to write core processor code, and they cannot form their own core. Design capabilities. Therefore, whether the CPU core source code is written is a key to determining whether a processor team has the ability to design CPUs.
The release of 'core three elements' has made it possible for CPUs to be autonomous and controllable. This, of course, is not the evaluation of all dimensions of the autonomous control of the CPU. In terms of autonomous and controllable levels, such as whether it is produced in the territory of Taiwan, supporting Whether or not the hardware and software are autonomous or controllable can be used to further distinguish the degree of autonomous control of the CPU, but this is based on meeting the three core elements of the CPU's autonomous controllability.
3. People's Daily: Strong enough to build a 'core'
Faced with technological gaps, we should neither be blindly pessimistic nor be irrational. We should inspire rational and self-improvement mentality and ability, and master core technologies through self-reliance.
The U.S. Department of Commerce recently announced that it will prohibit companies from selling any electronic technology or communication components to China's telecom equipment maker ZTE in the next seven years. This incident sparked in-depth discussions on the media and the embargo on exports touched China Communications. The industry lacks the pain points of core technology. The issue of 'corelessness and soullessness' has once again been severely placed in front of people.
It is precisely in 2025 that the ban was applied for 7 years. The United States has done so and its true intentions are clear. As the “New York Times” stated, the real consideration of the United States is to curb the upgrading of China’s manufacturing industry and slow down the “Made in China 2025”. A strong country strategy. Over the years, China’s communications industry has developed rapidly and its chip self-sufficiency rate continues to increase. Huawei’s Kirin chips continue to catch up with world advanced standards. Godson can fly into space with Beidou, and Bluetooth speakers, set-top boxes and other daily necessities are also widely used domestically. Chips. But also we must see that in some areas where stability and reliability are more demanding, domestic chips still have a large gap. The data shows that in 2016 China’s chip imports amounted to US$230 billion, and the cost was almost second. Two times the amount of imported crude oil. The core technology of the Internet is our biggest "Gate of Life." The core technology is controlled by the people is our biggest hidden danger - this event, let us feel the pain.
In the face of technical barriers, we must not be blindly pessimistic. In particular, we cannot lose faith in China’s high-tech development. When this happens, we should stimulate a rational and self-improvement mentality and ability to truly master the core technologies through self-reliance. 'Foreseeable, from now on, China The investment in the chip industry will increase regardless of the cost. The entire industry will usher in a historic opportunity. 'An investor has commented. Indeed, if it is possible to make pains, it will accelerate the improvement of Internet and information industry policies and reform of the technology system, and With a stronger sense of reform and urgency, and greater reforms, it is possible to turn challenges into opportunities.
For the Internet and information industry, innovation in business model can bring traffic and wealth, but the final competition is still the core technical strength; for the government sector, it should create an institutional environment more conducive to innovation-driven development, such as the chip Designing with the characteristics of high cost of trial and error and difficulty in troubleshooting is necessary to integrate scientific research from a larger perspective and achieve focused research. Just as ZTE said to employees, 'any road leading to a bright future is not straightforward' Breakthroughs in core technology will surely bring pain, but in key areas, there is a lot of work to do in order to use the current short-term pain for a long-term initiative. We do not have to panic for today's blockade, China’s high technology Can overcome the difficulties from scratch in the initial stage, but also have the confidence to break through the bottleneck of the core technology in the later period.
While maintaining confidence, it is impossible to generate extreme excitement due to sanctions. On the one hand, China, as a big country, has enough room for manoeuvre in the international trading system; on the other hand, the domestic communication industry has started from scratch and has now developed into Keeping pace with the world's telecommunications giants and showing leadership in the 5G era is by no means self-contained. We don't need to use the blockade as 'significantly good' to motivate 'independent research and development in the spring', and we must not open wider. Confronted with self-reliance. In the face of high-tech technological breakthroughs, closure will eventually only lead to a blind alley. Only by opening up and cooperation can the road go wider and wider. Continue opening up and make efforts to make good use of both domestic and international technological resources. To achieve independent innovation and mutual benefit, this direction cannot be shaken.
'Can not always use other people's yesterday to dress up their own tomorrow' 'Only by mastering core technologies in their own hands, can we truly grasp the initiative in competition and development before we can fundamentally guarantee national economic security, national defense security and other security.' Looking back on the road, General Secretary Xi Jinping’s warnings can be described as unforgettable. The core technology depends on whether or not he can spend money, but also can not afford to buy. The second half of China’s economic development is to achieve high-quality development and achieve independent innovation of core technologies. This road is long, but it is only by ourselves. People’s Daily
4. Wang Yanhui: The key word in 2018 is 'Cognitive Reality' and 'Ambitious'
Every reporter Zhang Honglei has edited every time.
The ban on ZTE has become a stormy eye for public opinion for a time.
From the perspective of the distribution of industries, the United States, Japan, Germany, South Korea, and China are the major producers of semiconductor products. The United States has always maintained its leading position in semiconductor technology. While people are talking about different opinions, what the industry thinks is more Promote the development of the integrated circuit industry well, making China's IC (integrated circuit) product structure toward high-end.
The "Daily Economic News" (hereinafter referred to as NBD) reporter interviewed the Secretary-General of the China Semiconductor Investment Union Wang Yanhui on April 18. In Wang Yanhui's view, this incident has indeed given the Chinese semiconductor industry a wake-up call, potentially promoting relevant The department has increased the cultivation and investment in the semiconductor industry. For the development of the semiconductor industry in 2018, Wang Yanhui's key words are 'clear reality' and 'ambitious'. This alarmed the semiconductor industry.
NBD: In your opinion, after the ban on ZTE, will it affect other related companies?
Wang Yanhui: The fact that ZTE was banned by the United States for 7 years is essentially a part of the trade friction between China and the United States. To truly resolve it, it also requires negotiations between China and the United States. At present, whether or not it will have a relevant impact on the company will require related departments. Further communication and negotiation.
The whole incident undoubtedly sounded the alarm for the semiconductor industry, but it will not affect the pace of development of China's semiconductor industry. In my opinion, the number of ZTE banned by the United States for 7 years does not necessarily have no room for negotiation. With both parties' communication and In consultation, the future may be shortened.
NBD: What are the development characteristics of current IC related components?
Wang Yanhui: The IT industry has always been known for its rapid development. This is a fast-growing, rapid-iterative field. It will be eliminated if it is inattentive. Integrated circuits are one of the core products of IT products. To take stock of changes in the IT industry, the chip will surely bear the brunt of it. Over the past 10 years, the IT industry has been growing at a rapid rate, and the development of integrated circuits has been accompanied by growth in the IT industry. High-end processors are also difficult to self-sufficient
NBD: As a member of the investment alliance, what factors should you consider when choosing the investment target?
Wang Yanhui: In my opinion, there is a situation in China's semiconductor market where there is a lot of "less glutinous rice". Sometimes, capital wants to support the industry, but there is no suitable investment target. At present, domestic government fund investment and private enterprise investment are the mainstream, except The industry’s common technical focus, relatively speaking, is that industrial funds are more focused on industrial support and cultivation, and private enterprises are more focused on investment returns and benefits.
NBD: At present, there are also many listed companies in China’s capital market that have laid out the semiconductor industry. What are the characteristics and what are the shortcomings?
Wang Yanhui: There are a lot of listed companies, but the overall scale is weak, and there is a gap between operating income and international giants.
The integrated circuit listed companies in the entire capital market are still in the era of “Spring and Autumn and Warring States”. Many companies have already established a foothold in the industry and have identified market positioning. However, they lack the ability to benchmark against internationally renowned companies. In the field of general-purpose processors, Hass and Spreadtrum As a representative, it has basically entered the mainstream players in the world, but the high-end processors (such as desktop computers, server areas) and foreign countries are very different, and it is difficult to be self-sufficient. 'Cognitive reality' and 'Ambitious'
NBD: According to analysis in the industry, the current semiconductor industry in mainland China is still in the third tier. Do you agree with this view?
Wang Yanhui: This evaluation is not necessarily accurate. According to semiconductor general-purpose storage, digital ICs, analog ICs and OSD devices, China currently has a certain amount of output and influence in niche-type storage, and the general-purpose storage domain has begun to expand. Large storage bases will be mass-produced at the end of this year or early next year. However, most Chinese products can indeed be replaced at the middle and low end. The high-end market is a short board that cannot be ignored. We must not only see the progress of the Chinese IC industry, but also Recognize the difference.
NBD: The "National Outline for Promoting the Development of the Integrated Circuit Industry" shows that by 2020, the average annual growth rate of sales revenue of the integrated circuit industry will exceed 20%. Do you think that this expectation can be reached in the future?
Wang Yanhui: In my opinion, there should be no problem in achieving such sales revenue. However, it should be noted that whether or not changes can be made in the consumption structure. As the high-tech industry, the IC industry can only work in a slow process, and cannot just ignore the quantity and ignore it. quality.
NBD: What do you think is the key word for the development of integrated circuits in China in 2018? What stage will be in the next 3 to 5 years?
Wang Yanhui: I think this year's key words may be 'ambitious' and 'clear to reality'. On the one hand, the ZTE ban will prompt relevant departments and companies to increase their investment in and investment in the industry, but at the same time Let more people carry out deep reflections, recognize the differences in reality, and quickly seek direction for development. Daily Economic News
5. The first domestic demonstration production line with an annual output of 1,000 tons of black photoresist
On the 18th, a reporter from the China Science and Technology Daily learned from the National Key Research and Industrialization Project Promotion Meeting jointly held by Beijing University of Chemical Technology and Jiangsu Bohao Electronic Technology Co., Ltd. that a key breakthrough has been made in key technologies for high-end ultra-pure materials for LCD manufacturing in China. Yixing built China's first demonstration production line with an annual output of 1,000 tons of black photoresist. This means that the high-end microelectronics materials that have long been monopolized by foreign countries have begun to move toward localization, and have played an important role in China’s microelectronics and related industries’ reliance on 'dilemmas'. Leading role.
The microelectronics industry is a pillar industry of China's national economy and a strategic emerging industry that focuses on its development. However, in this field, core technologies, key equipment and materials are the short legs of China's industry, and have long been affected by countries and regions such as Europe, America, Japan, etc. Monopoly and blockade. Zong Jian, chairman of Jiangsu Boao Electronic Technology Co., Ltd., said: 'According to data, China's imported chips cost $207.2 billion in 2017. From the material point of view, domestic self-supply only accounts for about 10% of total demand. '
Nie Jun, Dean of the Faculty of Science of Beijing University of Chemical Technology, introduced that the high-end ultra-pure chemicals for microelectronics processing under the auspices of the university is a national key R&D and industrialization project. Since its launch last year, it has broken through microelectronics through cooperation between production, education and research. The bottleneck of ultra-pure purification of high-end electronic chemicals used in processing, structural design and ultra-purified scale preparation of high-sensitivity photoinitiators and weak alkali developing resins for microelectronics processing, and ultra-pure trimethylaluminum (7N grade) will be built in China. ), Nano-paste, Photoresist material production line, Establish performance evaluation platform for photo-resist material, and realize independent support from raw material to final product.
6. The world's largest cattle IC companies gathered in two major projects in Chengdu
The world's most expensive IC big coffee company gathered in Chengdu yesterday.
On the afternoon of the 18th, the signing ceremony of the IC industry chain conference and supporting projects was held at the Jinjiang Hotel in Chengdu. As one of the major thematic activities of the famous Chinese and foreign companies Sichuan Airlines in 2018, the event brought together the United States of America, the United States HP Inc. French SOITEC, Dutch ASML (Asmail), Singapore Rising Software, Japan-China Economic Association, Cross-Strait Economic and Trade Exchange Association, etc. 137 companies (institutions), business associations, universities, scientific research units, among which are among the world's top 500, multinational corporations, and industries Nearly 90 leading companies.
Beijing Collaborative Innovation Park (Chongzhou) Electronic Information Collaborative Innovation Industrial Park Project and Chinese Academy of Sciences Institute of Microelectronics (Shuangliu) 6-inch planar optical waveguide wafer production line construction project was officially signed on site.
IC Synergy Innovation Park
Landing Chongzhou
Will introduce high-end projects to Chengdu
The Beijing Collaborative Innovation Park (Chongzhou) Electronic Information Synergy Innovation Industrial Park project will be in-depth cooperation between Beijing Collaborative Innovation Research Institute and Chengdu, and will be launched in Chongzhou. Yao Wensheng, deputy dean of the Beijing Collaborative Innovation Research Institute, told reporters yesterday that there will be three specific aspects. Construction.
First, the Beijing Collaborative Innovation Research Institute will establish an 'Industrial Innovation Center' in Chongzhou, mainly for the introduction of scientific research projects, landing, and industrialization. Second, it will initiate the establishment of an industry fund in Chengdu, allocate capital chain based on the innovation chain, 'in research and development The different stages of the allocation of different funds'. Third, the construction of the industrial park itself, all the imported projects will be stationed in the industrial park located in Chongzhou.
Yao Wensheng told reporters that the Beijing Collaborative Innovation Research Institute is looking for the most advanced academic resources in the world and the most cutting-edge technologies to promote its transformation. 'We chose to land in Chengdu because Chengdu has very good human resources and scientific research resources. Industry base is also good. '
6-inch planar optical waveguide wafer production line
Built in dual stream
Import products and technology into Chengdu company
Yesterday, the Chinese Academy of Sciences Institute of Microelectronics (Shuangliu) 6-inch planar optical waveguide wafer production line construction project was also signed on site.
Shang Liwei, director of the Industrialization Promotion Center of the Institute of Microelectronics of the Chinese Academy of Sciences, told the reporter that the Institute of Microelectronics of the Chinese Academy of Sciences will cooperate with Sichuan Feiyang Science and Technology Co., Ltd. to create a silicon optoelectronic component production and post-production service platform to build 6-inch planar optical waveguide wafers. Production line, and import R&D technology and products into the company.
Shang Liwei stated that the Institute of Microelectronics of the Chinese Academy of Sciences also hopes to take this opportunity to gradually import the R&D products and technologies into the production platform of Chengdu enterprises, and promote the development of the company and the transformation of the Institute’s scientific and technological achievements. 'This is an all-round way. Cooperation. '
According to Shang Liwei, the Institute of Microelectronics of the Chinese Academy of Sciences signed a contract with the Southwest Institute of Microelectronics of the Chinese Academy of Sciences in the Shuangliu District last year. In the future, it plans to build an industrial park and research institute with a total area of about 300 acres in the Shuangliu District and gradually complete the corresponding projects. The introduction of development. At present, this plan has entered the preparatory stage. Chengdu Business Daily