1, Phase I investment of 730 million! Kimber Technology will build a 3kk/month FPC production line in Xiamen, Haishu
On the afternoon of May 11, Xiamen Semiconductor Investment Group Co., Ltd. (hereinafter abbreviated as: Xiamen Semiconductor) and Hong Kong Jinbai Technology Co., Ltd. (hereinafter referred to as: Jinbo Technology) signed a high-density flexible substrate (soft board) project in Xiamen Haicang. Investment (mergers and acquisitions) agreement. According to the micro-grid, on April 17th, Xiamen Semiconductor has just completed the signing of a high-end package carrier (hardboard) project with Taiwan Hengjin Technology. It can be said that Xiamen Semiconductor achieved the shortest time. The "hard + soft" industry layout in the field of encapsulated test carriers.
Set micro-reviews: Xiamen Haicang gradually formed in the field of seal testing and related fields.
2, Ziguangguowei DDR4 is expected to complete development within the year, but shipments are not large
Gathering micro-network news Recently, after Ziguang Guoxin Co., Ltd.'s securities abbreviation changed from 'China's Ziguang Guoxin' to 'Ziguang Guowei', many investors were welcomed and investigated. Zilin Guo Micro's vice president Du Linhu and the secretary of the Board of Directors Yan Liying received and answered questions from investors, saying that the company has increased investment in DRAM memory chip products, and DRAM memory chips and related memory module products have formed a complete series. Currently, DDR3 is the mainstream product, and DDR4 is expected to be completed within this year. However, subject to the limitations of the back-end manufacturing capacity, shipments will not be very large. In addition, Ziguang Micro-intelligent terminal security chips will have more development opportunities in the future of the Internet of things, artificial intelligence, etc. The company's newly developed mPOS master Security chip control will also be a new growth point for smart terminal chip business.
Set micro-reviews: Purple DDR4 memory is currently mainly launched or R & D, production is outsourced to Taiwan factory.
3, Qualcomm said that the first batch of 5G mobile phones is expected to be launched in advance in 2018 Millet OV in the column?
According to a report on May 11th by Micronet (reporter Zhang Yiqun), 2019 is generally regarded as the first year of 5G commercial use. Many equipment manufacturers and operators plan to introduce 5G commercial equipment and networks next year, but for the purpose of market competition, some Radical's vendors plan to advance this time. Recently, Qualcomm senior vice president Durga Prasad Malladi said in an interview with the media that some OEMs and operators are interested in accelerating the process of 5G commercial development. The first 5G handsets will be ready in 2018. At the end of the year.
Set micro-reviews: Although the 5G mobile phone can be listed at the end of the year, it needs at least one year to be launched on a large scale.
4. Affected by the Bit Continental? The mining business of Nvidia will be drastically reduced by 2/3
According to micro-blog news, on the 10th, Nvidia announced its first fiscal quarter revenue for the fiscal year 2019 as of April 29, 2018. Its operating revenue reached a record high of US$3.21 billion, a year-on-year increase of 66%, and an increase of 10% from the previous quarter. It is noteworthy that the quarterly OEM and IP operating revenue increased by 148% year-on-year, of which approximately 75% were related to digital currency mining. Nvidia expects the next quarter's digital currency revenue to decrease by two-thirds from the previous quarter. Mining business was drastically curtailed. In addition to the fluctuations in bitcoin prices, the other major factor was the impact from Bitland.
Set micro reviews: Bit continental business has grown rapidly in the past six months.
5, Qualcomm again extends the deadline for NXP to May 25
On the evening of May 11, Qualcomm announced today that it has extended the validity of the acquisition of NXP Semiconductors to 5 pm on May 25, 2018. Prior to this, Qualcomm has extended the transaction several times. The term of validity is because it has not yet been approved by the Ministry of Commerce of the People's Republic of China. For Qualcomm, this transaction is crucial because the company is seeking to expand its customer base and become the leading chipmaker in the rapidly growing self-driving car market. Analysts said that before the Sino-US trade and investment frictions were resolved, it was unlikely that the Chinese Ministry of Commerce approved the deal.
Set micro-reviews: Qualcomm's deadline for the purchase of NXP continues to be deferred. The deadline seems to be August.
6, BOE CEO Chen Yanshun: Government support is all through marketization
CEO Chen Yanshun of BOE Technology Group Co., Ltd. believes that all government support is operated through marketization. We have a development idea. The government supports marketization. We all saw that local governments gave us financial support. All of this is done through the investment platform of the local government. It is done in the form of shareholders instead of sending it away. There is no free lunch in the world.
Set micro-reviews: The development of BOE including Hefei, Chongqing and other local governments have made great contributions, of course, ultimately benefited.
7, The four patents of Cool formally contain millet and Xiaomi responds for the first time in five years.
At the key time node of the Xiaomi Hong Kong stock IPO, Cool officially launched a patent 'attack' on Xiaomi. On May 11, Coolpad held a media conference in Hong Kong on the theme of 'Cool and Xiaomi's patent infringement case'. The only official media in the mainland industry was invited to participate. Ms. Zhang Na, chief intellectual property officer of Cool Group, stated that choosing to initiate lawsuits against Xiaomi at different times and in different locations was entirely based on the rights of right holders. Patent litigation filed against Coolpad, For the first time today, Xiaomi responded that the stability of several patents for Cool claims of rights is open to question, and Xiaomi has submitted invalid requests for several patents submitted by Cool.
Set micro-reviews: This time the official invitation to the Hong Kong press conference in mainland China only micro-network.
8, SMIC's financial report exceeded expectations, when will 14nm come?
Liang Mengsong pointed out that in the second quarter, SMIC will fully evaluate the existing 28nm production capacity. With the recovery of the market, 28nm will return to the high single-digit level. Liang Mengsong said that SMIC is currently 28nm. Continuing progress is good. HKC process production will enter volume production in the second half of last year. HKC+ will also enter volume production in the second half of next year. FinFET expects trial production in the first half of next year. 3D FinFET process will lock high-performance computing, low-power chip applications, At present it is actively underway.
Set Micro Comments: After joining Liang Mengsong, the maturity of SMIC's advanced manufacturing process has significantly accelerated.