1, CCTV News: Xi Jinping Visits Wuhan Xinxin
On April 28, CCTV "News Broadcasting" reported that in Wuhan Xinxin Semiconductor Manufacturing Co., Ltd., Xi Jinping heard a briefing on the national memory base project and went to the production workshop to see the leading domestic integrated circuit production line. In the production workshop, the general secretary carefully Looking at the integrated circuit production line, he listened to the introduction of intelligent manufacturing of the entire chip and accelerated the process of localization. He emphasized that the chip of the equipment manufacturing industry is equivalent to the heart of the people. The heart is not strong, and the body size is not big enough. Accelerate the major breakthroughs in chip technology and advance the peak of semiconductor storage technology in the world. The goal of 'two hundred years' is not to beat the drums. It can be achieved easily. Opportunities are unprecedented and the challenges are unprecedented. Everyone must strengthen Sense of responsibility, sense of mission, make greater contributions to the great rejuvenation of the Chinese nation in their respective positions.
Set micro-reviews: China's memory industry ushered in rare opportunities for development, but whether to break through or to look at their own efforts.
2. Shanghai Development R&D Next-Generation 'China Core'! Silicon Photonic City Major Project Launched
One of Shanghai's first batch of municipal major science and technology major projects was held in Zhangjiang Laboratories yesterday. The silicon photonics technology enables photon as an information carrier to achieve the safety and reliability of signal transmission. It is expected to subvert The forward-looking technology of the traditional integrated circuit industry. To this end, the Shanghai municipal government has combined silicon photons with hard X-ray free electron lasers and international human phenotypic genomes as the first batch of municipal science and technology major projects, giving full support to them and striving to form a complete system in Shanghai. The silicon-based optical interconnect chip industry chain creates a world-class silicon photonics base. These projects have the characteristics of large capital investment, prominent synergies, and obvious supportive features. They effectively complement the national major scientific and technological projects and are expected to promote Shanghai and even national science and technology. Innovation ability and overall improvement of industry core competitiveness.
Set micro-reviews: Chinese universities and research institutions should invest more in basic research in the field of integrated circuits, rather than competing with companies.
3, weak demand, smart machine chip supplier performance decline in different degrees
According to micro-net news, the performance of several chip companies this week showed that the seasonal decline in demand for smart phones had a certain impact on their revenue growth. Although smart phone sales slowed, ST still showed strong momentum in the first quarter. , While the Austrian chip maker Ams expects changes in its customer's smartphone project will have major short-term impact.
Set micro-reviews: The first quarter of Android phones relatively off-season, the second quarter Apple mobile phone providers will be involved in the downturn of Apple.
4, After Li Zaiyi took over Samsung informally, the overseas newly-created stocks all suffered losses.
After Li Zaijun, the vice president of Samsung Electronics, informally overseen the group in 2014, he actively promoted the global new investment plan. However, these operators suffered a total loss in 2017. Although the short-term results are not satisfactory, the new entrepreneurs Whether it will be possible to achieve greater synergy with Samsung in the future remains time-tested. A number of Korean media reports have pointed out that according to Samsung’s 2014 to 2017 business report, it revealed that the operations of the 14 Samsung investment overseas operators did not The industry has made a beautiful report card and all losses have occurred. It is worth noting that 2014 was exactly the time when Li Zaijun took over the job and started to invest in overseas start-ups. Li Zaiyu’s investment insights have attracted attention from all walks of life.
Set micro-reviews: Venture income is relatively long, as the original factory should not only look at the book to benefit.
5, MTK's truth about the ban on ZTE's ban: the international division of the industrial chain
On April 27, Cai Lixing, chief executive of MediaTek, revealed unexpectedly that after the United States began to impose sanctions on ZTE, Taiwanese authorities issued official documents on the industrial chain in Taiwan and banned the supply of ZTE, which immediately set off an uproar. 'The Taiwan Ministry of Economic Affairs The International Trade Bureau issues official documents through the industrial trade unions to the industry chain including MediaTek. The requirements must be based on 'strategic high-tech goods category, specific strategic high-tech goods are exported to control areas' regulations, and all manufacturers export relevant products to the special Before the region and company, they must apply for export licenses to the Bureau of International Trade, and then they must be examined by the Bureau of International Trade before they can export. 'When Gu Dawei, the chief financial officer of MediaTek, explained in an exclusive interview with Jimo.com, 'This ban is not aimed at a MediaTek company, but all Companies and related technology vendors have received official documents.
Set micro-reviews: This MediaTek ban on the sale of the ZTE event is entirely oolong, and information related to Taiwan's relevant parties are not timely disclosure, MediaTek back to the black pan.
6, Hon Hai US panel plant will create 13,000 jobs
According to the micro-network news, Hon Hai announced that the construction of a panel production park in Wisconsin will start. It will create 13,000 job opportunities in phases, gradually build AI, 8K+5G ecosystem in Wisconsin, and promote it to all parts of the United States. .
Set micro-reviews: Hon Hai recently set up factories in the United States for the apple, in India set up the panel factory is for millet, especially millet TV.
7, DRAM Big Three is suspected of manipulating chip prices facing class actions
According to a report by AppleInsider, a technology blog, Samsung Electronics, SK hynix and Micron Technology have encountered a class action lawsuit and were accused of conspired to limit the supply of DRAM memory chips, thereby artificially keeping retail prices high. The undercover DRAM market shady is a classic anti-monopoly, price manipulation case. In this case, several major companies accounted for a majority share of the market, said Steve Berman, managing partner of Hagens Berman, “Samsung, Hynix and Micron did not act according to the rules, and disrupted the market in order to obtain greater profits that harmed the interests of consumers. 'It is worth mentioning that in a lawsuit launched against DRAM chip makers in 2006, Hagens Berman helped Buyers paying too high a chip price reached a settlement of 300 million U.S. dollars. The price of these chips is also uplifted by manufacturers.
Set micro-reviews: The probability of winning this civil suit is very low, of course, once the winning return will be very high.