China Mobile’s China Union’s Secretary-General Lao Jie said that many people think that the US’s ban on sales of ZTE-only companies is actually a misunderstanding. It also includes companies that use U.S. technology. If Taiwan, Japan, South Korea, or even European companies use U.S. Technology is also on the list of banned sales, but it is not clear how the definition of the use of technology is currently specified. This point is also plagued by many suppliers of ZTE.
1, MediaTek: Taiwan authorities banned the supply of ZTE, Q1 revenue fell to 38.4%
At the mediation and science expounding meeting held today, Cai Lixing, chief executive of MediaTek pointed out that the Taiwan authorities did not allow MediaTek to ship to ZTE. According to the micro-grid, the Taiwan authorities have actively cooperated with the U.S. government’s actions and issued an official document on the industry chain in Taiwan. , It is forbidden to supply ZTE. After the US sanctions against ZTE, US suppliers have been asked to ban sales from ZTE. Cai Lixing’s remarks today clearly contradict the previous industrial rumors that the industrial chain in Taiwan has been favored.
Set micro-reviews: Not only the Taiwan authorities restrict the export to ZTE, but in fact it also includes South Korea.
2, Ansa Semiconductor’s equity transfer: capital, corporate, social win-win overseas mergers and acquisitions
5 hours and 300 rounds of quotations, 11.435 billion yuan. This week, the "Ash Semiconductor part of the investment share withdrawal project," which is highly concerned by the capital circle and the semiconductor industry circle, has come to an end. Finally, Hefei Zhongwen Jintai Semiconductor, which is held by Wingtech The consortium composed of Investment Co., Ltd. and Yunnan Provincial Urban Construction Investment Group Co., Ltd. and Shanghai Silicon Valley Enterprise Management Partnership Enterprise (Limited Partnership) won the bid and obtained this share.
Set micro-reviews: Yesterday, there were media reports that Ansi Semiconductor will be listed independently. After Wentai’s acquisition of Hefei’s equity, Ansi Semiconductor has been unable to list independently.
3, Datang Telecom implemented delisting risk warning, and the stock changed to *ST Datang
On April 26, Datang Telecom announced that since April 27th, the company has implemented the delisting risk warning. After the delisting risk warning was implemented, Datang Telecom's stock was changed to '*ST Datang' and the stock would be at risk. The warning board traded, and the daily price of stocks rose by 5%.
Set micro-reviews: Although Datang is known as ST, the risk of future delisting is still very low, and a variety of restructuring plans, including the establishment of a joint venture with Qualcomm.
4, Qualcomm CEO: I believe the Sino-American settlement will be approved for the acquisition of the NXP Fair
According to foreign media reports, Qualcomm CEO Steve Mollenkopf stated that Sino-U.S. tensions have hampered large-scale transactions, but this situation may change in time and Qualcomm can finally finalize the acquisition of NXP. Trading. During an interview with foreign media on Thursday, Molenkov said: 'Now is not a good environment for big deals. But within 90 days, the situation may become very different from the present.'
Set Micro Comments: Qualcomm has become the biggest victim of this round of Sino-American trade warfare among US manufacturers.
5, Intel 10 nanometer production delay, CEO was tortured
CNBC reported that Intel Executive Chief Executive Officer Kutcher conceded on the earnings conference call on the 26th that the company’s 10-nm process technology deviated from normal by a little bit, and that the 10% adjustment factor did not seem high, but it would cause a great deal in the nanoworld. Differences. Investors in the Senate conference call are generally worried that the 10-nanometer manufacturing process will postpone mass production, which may affect Intel’s competitiveness. Samsung Electronics has already started production of 10-nanometer chips, including Qualcomm’s popular “Snapdragon” 835. processor.
Set micro-reviews: Intel really started to lag behind TSMC in advanced manufacturing processes.
6, Hon Hai US panel factory is expected to officially start 4/30
Hon Hai Wisconsin panel makers finally have a new schedule, foreign reports, Hon Hai has been ground-breaking ceremony was held at the local April 26, it is expected to commence on the 30th will cover plant, in line with Hon Hai chairman Terry Gou recently released on the year-end banquet Out of schedule.
Set Micro Comment: Hong Haigang just the Guangzhou factory production line of a panel dismantling moved to India to set up factories.
7, AMEC reached a patent settlement with Veeco, Chinese customs intervention contributed
According to a reporter from the Liberation Daily and Shangguan University, Shanghai Customs learned that at the beginning of this year, China Micro-Wealth Company was informed that the US equipment suspected of infringing on the patent rights of China Micro-micro would soon be imported from Shanghai Pudong International Airport and immediately apply to Shanghai Customs for detaining suspected infringing goods. Shanghai Customs promptly initiated the procedures for customs protection of intellectual property rights and carried out administrative enforcement in the import process. According to the application of the right holder, the customs clearance of suspected infringing equipment was suspended. The value of this equipment amounted to RMB 34 million.
Set Micro Comments: Applying for customs deduction is itself the right of the patent owner, and is often encountered by overseas Chinese companies.