1. Many disasters and difficulties! SK Hynx in Wuxi once again emerged from a fire;
On the evening of June 5, it was reported that there was a sudden fire at the SK Hynix plant in Wuxi. It is reported that the second plant project being constructed by Wuxi Hailishi was in the midst of a fire. The current situation is not yet clear.
It is worth mentioning that the place where the fire occurred is located on the project site and it has no impact on the current production line.
On October 29, 2017, SK hynix and the Wuxi municipal government signed a contract for the new second plant project of Hynix with a total investment of US$8.6 billion. After the completion of the construction, it will produce 200,000 wafers per month at the 10nm process level. Base, the annual sales amount increased from the current 1.9 billion US dollars to 3.3 billion US dollars.
SK hynix is the world's second-largest semiconductor memory producer in the world. SK hynix Semiconductor (China) Co., Ltd. has established five major investments since it was established in Tin in 2005, with a cumulative investment of 10.5 billion U.S. dollars. The largest investment project with the most advanced technology is the largest foreign investment project in Jiangsu province.
It has to be said that SK hynix has been extremely troublesome in Wuxi. In 2008, there were power outages for 4 hours, and in 2013 there were major fires. There was a large number of wafer scraps, which had a major impact on global DRAM memory and NAND flash memory supply.
In addition, according to the exclusive report of Micro-Net, China’s anti-monopoly agencies have recently launched investigations on three companies, Samsung, Hynix, and Micron, which may involve the soaring prices of DRAM makers and the industry’s products in recent years. The tying problem. At present, all three companies have confirmed that the staff of the China National Market Supervision Administration visited their office and said they would cooperate with the investigation.
2. The major fund will invest another 2.1 billion yuan! Continuing to invest in the three semiconductor companies;
According to the micro-network news, the National Integrated Circuit Industrial Investment Fund (hereinafter referred to as the “big fund”) was smashed with important news in the evening (June 4th). It not only successively invested in two major listed companies, Taiji Industrial and Guoke Micro. It is planned to increase Yandong Microelectronics.
According to the micro-grid, the fund has raised a total of 138.7 billion yuan in the first phase of the capital investment. Now that the second phase of the big fund is in development, it is expected that the total fund size of the fund's second phase of funding will be 1,500-200 billion yuan.
950 million yuan stake in Tai Chi Industrial
Tai Chi Industry released an announcement yesterday evening that the controlling shareholder Wuxi Industry Development Group Co., Ltd. signed a “Share Transfer Agreement” with the big fund, and the controlling shareholder transferred 130 million shares of Taiji Industrial to the major fund, which accounted for 6.17% of the company’s total equity. The price is 7.3 yuan / share.
It is understood that after the signing of the share transfer agreement between the two parties, it will be submitted by Taiji Industry progressively to the State Council SASAC for approval. The approval of the State Council's SASAC will take effect after its approval.
At present, the main business of Taiji Industry includes semiconductor business, engineering and technical service business, photovoltaic power plant investment operation business and polyester chemical fiber business.
Taiji’s semiconductor business is based on the subsidiaries Haitai Semiconductor and Taiji Semiconductor. Haitai Semiconductor is engaged in the packaging and testing of semiconductor products, module assembly and module testing, etc. TaiChi Semiconductor is engaged in the packaging and testing of semiconductor products and module assembly. , And provide after-sales service. The above business meets the investment direction of the National Fund.
Capital 150 million to establish a partnership investment company with Guoke Micro
Guoke Microelectronics issued an announcement yesterday evening that the company plans to jointly invest with the big fund and Shenzhen Hongtai to establish a partnership of Changzhou Hongdun. The partnership company will subscribe for a total investment of 254 million yuan, of which the major fund will subscribe for a contribution of 150 million yuan. Micro-approved contribution of 103 million yuan.
The business scope of the partnership enterprise is: Equity investment, Investment consulting (excluding consulting projects prohibited or restricted by the state) (Industrial and commercial registration shall prevail) After the establishment of the partnership, the partnership will focus on mergers and acquisitions in integrated circuits and core competitive companies. investment.
Currently, the major fund holds 17,647,026.00 shares of Guoke Micro, accounting for 15.79% of the company's total share capital. It is a shareholder holding more than 5% of the company's shares (the company's second largest shareholder). According to relevant regulations, this transaction constitutes a related party transaction. But does not constitute a major asset reorganization, does not require approval by the relevant departments.
Guoke Micro believes that the company intends to use the expertise and policies of the other two partners (Grand Fund and Shenzhen Hongtai) to guide and support the joint venture to set up a partnership to seek synergistic industrial mergers and acquisitions, investment, and partnerships. The invested companies establish strategic cooperative relationships, accelerate the effective integration of industrial quality resources, further enhance the company's research and development capabilities, further enhance the company's overall strength, industry status and competitiveness, enhance the company's continued profitability, and create more investment returns for shareholders. .
One billion yuan to increase funding Yandong Microelectronics
In addition to investing in Tai Chi Industry Group and Guoke Micro, two major listed companies, the large fund will also increase its capital in Yandong Microelectronics. Since the confirmation of the Shenzhen Stock Exchange and the listed company's e-City, Yandong Microelectronics' capital increase has been formally finalized. The joint three state-owned enterprises spent 2.8 billion to implement shares.
Among them, the major fund has a total investment of 1 billion yuan, holding 19.76% of the total shares. Yizhuang State Investment has a total investment of 1 billion yuan, holding 19.76%; Beijing Jingguorui State-owned Enterprise Reform and Development Fund (Limited Partnership) 400 million yuan. 7.91%; Yancheng Hi-tech Zone Investment Group Co., Ltd. invested a total of 400 million yuan, holding 7.91% of the shares.
According to statistics, Yandong Microelectronics was established in 1987. It is a professional semiconductor device chip design, manufacturing, sales of state-owned high-tech enterprises, independent development, manufacture of integrated circuits and discrete device chips, and provides chip processing services , Has a monthly production of 20,000 6-inch silicon chip production line and a monthly production of 20,000 4-inch silicon chip production line.
The second phase of the big fund is brewing
The Grand Fund was established in 2014. It is an industrial investment fund established to promote the development of the national integrated circuit industry. The registered capital is 98.72 billion yuan, and the total share capital is 138.72 billion yuan, of which the common equity capital is 98.72 billion yuan and the preferred stock capital is 40 billion yuan. A major shareholder is the Ministry of Finance of the People's Republic of China, holding 36.47% of the shares, and has appointed Huaxin Investment Management Co., Ltd. as the sole manager of the fund. Its main business is to use various forms of investment in integrated circuit industry companies, focusing on investment integration. Circuit chip manufacturing, taking into account the chip design, packaging and testing, equipment and materials and other industries, has a greater influence in the industry.
According to the micro-grid, the fund raised by the first-stage fund of RMB 138.7 billion has basically completed its investment. As of April 30, 2018, the large fund has become the shareholders of more than 50 companies, including 18 A-share companies and 3 Hong Kong-stock companies. .
Ding Wenwu, president of the major fund, said at SEMICON 2018 that as of the end of 2017, the large funds had effectively invested 67 projects in decision making, and accumulative project commitments amounted to 118.8 billion yuan. The actual investment was 81.8 billion yuan, which accounted for the total amount of capital raised in the first period. 86% and 61%, Investment projects cover all aspects of integrated circuit design, manufacturing, packaging and testing, equipment, materials, and ecological construction.
It is worth mentioning that now the second phase of the big fund is in the making. On April 25th, the Ministry of Industry and Information Technology spokesman said that China will accelerate the breakthrough of core technology and welcome foreign capital to participate in investment!
According to sources, it is expected that the total fund size of the fund's second-phase fundraising program will be 1500-200 billion yuan. The state-level investment will be no less than 120 billion yuan. According to the 1:3 ratio of incitement, the amount of social capital funded will be 450 billion yuan. - About 600 billion yuan. Together with the first phase of the big fund of 138.7 billion yuan and the instigated social capital of 514.5 billion yuan, the total amount of funds will exceed trillion yuan. (Proofreading/Aki)
3. Mulinsen plans to start the fourth phase of the package project with 5 billion, and the black cattle plan for the purchase of the letter Vino;
★ Mu Linsen: To invest 5 billion yuan to start the fourth phase of the semiconductor package project
Mulinsen recently announced that the company has signed the “Phase 4 Project of Mulinsen High-Tech Industrial Park” with the Management Committee of Jinggangshan Economic and Technological Development Zone, Ji’an City, Jiangxi Province, and plans to invest no more than 5 billion yuan to start the fourth phase of the semiconductor packaging production project. According to the announcement, Mulinsen’s investment in the Jinggangshan Economic and Technological Development Zone has basically reached the timing of the first, second and third phases of the project; the fourth phase of the semiconductor packaging production project is now underway: The project is mainly engaged in semiconductor packaging, research and development, Production, sales; The total investment for the project investment is 5 billion yuan. According to Mulinsen, in order to seize the opportunity for development, the company can realize the further scale production of the company's products by extending the industrial chain, and increase the profit point and profit of the company.
★ Black cattle food plan acquisition letter Vino
On June 5, Black Bull Foods announced that the company is planning to purchase assets. At the same time, the company’s holding company, Kunshan Guoxian Optoelectronics Co., Ltd. (hereinafter referred to as “Guixin”) intends to purchase and sell assets. The target companies are all engaged in The flat panel display business is expected to constitute a major asset reorganization. Among them, Black Bull Foods intends to pay cash for the purchase of equity of Jiangsu Visionox Display Technology Co., Ltd. ("Weixinnuo"). The potential counterparty is Kunshan Guochuang Investment Group Co., Ltd. Company, Kunshan Yangcheng Lake Wenshang Travel Group Co., Ltd., Kunshan Venture Holdings Co., Ltd. At present, the specific trading plan needs to be further clarified. At the same time, Visionox is a state-owned holding company, and the acquisition must be approved by the competent authority in advance.
★ China Haida 'Star 1' chip to achieve small batch applications
Zhonghai Da said on the interactive platform that the company has communicated with SAIC, GAC and other companies on high-precision driver-related high-precision business. In addition, the company's "Star 1" chip is currently used for small batches, the company plans to be in 2019 High-precision Beidou high-precision board and drone high-precision navigation module to achieve large-scale application, the future will further expand the scope of its application. China Haida is expected in 2018 will be gradually in the independent Beidou high-precision board products in batch use The "Star 1" RF chip released at the conference, and plans to further form a large-scale usage in 2019.
★ Wentai Technology: The company is the only Qualcomm 5G Alpha customer in the industry
Wing Tai Technology (600745) Secretary of the Board of Directors Zhou Bin said at the Panorama Network 2018 Hubei Province Listed Company Investor Online Collective Reception Day event that the company is a strategic partner of Qualcomm and is currently listed as a high priority customer by Qualcomm. 2017 In your report, the company has disclosed that the company has jointly launched the '5G Pilot' plan with Qualcomm, Lenovo, OPPO, Vivo, Xiaomi and other companies to jointly develop the global opportunities brought by 5G. At the same time, the company has become the only Qualcomm 5G in the industry. Alpha customers, whether they are currently researching and developing Qualcomm's 4G products, or developing Qualcomm 5G products in the next 3-5 years, will be able to get strong support from Qualcomm.
★ Shen Tianma publicly issues corporate bonds of no more than 2 billion yuan
On June 5, Shen Tianma issued an announcement to announce that the total face value of the proposed public issuance of corporate bonds should not exceed RMB 2 billion (including RMB 2 billion). The specific issuance scale and the general shareholders’ meeting are to be authorized to authorize the board of directors and authorized persons of the board of directors to comply with relevant regulations. Based on the company's capital requirements and the market conditions at the time of issuance, it is determined within the above range. Shen Tianma stated that the funds raised from this bond will be used to supplement liquidity and repay the company's debt or other purposes permitted by laws and regulations. The general meeting of shareholders authorizes the board of directors and authorized persons of the board of directors to make determinations based on the company’s funding needs.
★Guangdong Junya: Xiaomi’s business income is relatively low
On Jun. 5, Guangdong Junya said on the interactive platform that the company began to become a supplier of Xiaomi in 2017, mainly providing Xiaomi with consumer electronics PCB (printed circuit board) products, and Xiaomi’s business income accounted for the proportion of company’s operating revenue. Low. Guangdong Junya focuses on the printed circuit board industry, mainly engaged in R&D, production and sales of printed circuit boards, and surface mount (SMT) of printed circuit boards. The company's main product categories include double-sided and multi-layer rigidities. Circuit board (including SMT)
★ Crystal Optoelectronics: Provides narrowband filters for Xiaomi’s face recognition technology
On June 5, Crystal Optoelectronics stated on the interactive platform that the company provided narrow-band filter products for Xiaomi's face recognition technology. On the same day, Crystal Optoelectronics reached a daily limit, and after-hours data showed that the two agency seats bought RMB 50.02 million.
★Matt Technology: Holding subsidiary is recognized as the first integrated circuit design company in Chengdu
On June 5, Yaguang Technology expressed in the interactive platform that in the future, the company will consolidate its market position in the field of microwave integrated circuits, and actively in the field of monolithic integrated circuit design, system-level packaging design and production, semiconductor MEMS design and other aspects of military electronics The miniaturized layout of the field promotes the localization of the chip.
In addition, in April of this year, 19 subsidiaries of the company’s holding subsidiaries Chengdu Huaguang Rockchip Microelectronics Co., Ltd. and Spreadtrum Semiconductor (Chengdu) Co., Ltd. were recognized as the first integrated circuit design companies in Chengdu by the Chengdu Economic and Information Technology Commission.
★ Philips: The Internet of Things chip has a clear customer
According to Philips, on the interactive platform, the Internet of Things chips have to be prepared jointly by other manufacturers who are waiting for a joint investment. (The Philips has been completed in April) and is currently in the process of production. It also needs grinding, packaging, testing, and estimation. The date is July. The relevant chip is currently part of the clear customer.
★ Ascension Technology: 25GEML chip expected to be commercialized next year
Ascension Technology (002281) Board Secretary Mao Hao said at the event that 25GEML chips are expected to be commercialized in mass production next year.
4. The large fund plans to receive 130 million shares of Taiji Industry;
National Integrated Circuit Industrial Investment Fund Co., Ltd. ("The Big Fund") once again shot up. On the evening of June 4, Tai Chi Industry announced that the large fund was proposed to receive 130 million shares of the company's controlling stockholders held by Tai Chi Industrial Limited. (6.17% of the total share capital), the transfer price is 7.3 yuan/share, and the total price is 949 million yuan.
The whole industry chain layout
Industry insiders told the China Securities Journal that large funds will lay out the entire industrial chain of integrated circuits. Tai Chi Industries mainly provides clean engineering services to semiconductors, panel makers, etc., and is part of the semiconductor industry chain. In addition, Taiji Industry cooperates with SK Hynix. It is also one of its advantages. 'For Taiji Industry, the big fund equity is expected to bring the upstream and downstream resources to the docking.'
According to the statistics, Taiji Industry is mainly engaged in engineering and technical service business, semiconductor business (package testing), photovoltaic power plant investment operation business and polyester chemical fiber business. In 2017, the company's engineering total contract business revenue was 5.474 billion yuan, accounting for 45.49 of annual revenue. %; Semiconductor business revenue was 3.808 billion yuan, accounting for 31.65% of the company's annual revenue. According to a report released by the China Semiconductor Industry Association, in the list of 'Top Ten Chinese Packaging and Test Enterprises in 2017', Tai Chi Industrial Holding Company, Haitai Semiconductor ranked eighth.
According to the financial report, Haitai Semiconductor encapsulated in 2017, with the highest output of packaging and testing reaching 1.02 billion cells per month and 970 million cells per month, respectively increasing by 22.20% and 18.73%. Currently, Haitai Semiconductor is mainly providing SK hynix's DRAM products. After the process service.
Essence Securities pointed out that the domestic semiconductor, panel makers investment boom is expected to pull the clean room business of the Taiji Industry Holding subsidiary, Eleven Technology. According to statistics, there are currently 24 Chinese-inch wafer fabs. BOE, Hehui Optoelectronics and other panel makers also Actively invest in expansion.
Tai Chi Industrial established Tai Chi Semiconductor and Tai Chi Microelectronics in early 2013 and completed the acquisition of assets of both Sinecton Semiconductor and Shinyi Microelectronics. Tai Chi Semiconductor and Tai Chi Microelectronics conduct research, development, packaging, testing and production of semiconductor products. And provide the corresponding after-sales service. Currently, Taiji Semiconductor has established partnerships with important customers such as SanDisk, ISSI, Spectek, and provides products and services.
Has invested in a number of A-share companies
According to a review by China Securities Journal, apart from Taiji Industry, the A-share companies of major fund strategic investments have reached 11 companies, covering the four areas of integrated circuit design, manufacturing, packaging and testing, and equipment. Among them, the majority are chip design companies, reaching 5 Family.
According to public information, the big fund is an industrial investment fund set up to promote the development of the national integrated circuit industry, with a registered capital of 98.72 billion yuan and a total share capital of 138.72 billion yuan. Of these, the common share capital is 98.72 billion yuan, and the preferred share capital is 40 billion yuan. A major shareholder is the Ministry of Finance with a shareholding ratio of 36.47%. Major funds use various forms of investment in integrated circuit industry companies, focusing on integrated circuit chip manufacturing, taking into account chip design, packaging and testing, equipment and materials and other industries.
According to Ding Wenwu, the president of the major fund, as of the end of 2017, the major funds had effectively invested 67 projects in decision making, accumulative project commitments amounted to 118.8 billion yuan, and actually contributed 81.8 billion yuan, which accounted for 86% and 61% of the total fundraising amount in the first period respectively. Investment projects cover integrated circuit design, manufacturing, packaging and testing, equipment, materials, and ecological construction. China Securities Journal 5. Sanan Optoelectronics: IC business is the key development direction of the company in the future;
Panorama Net June 5th Interactive Experience Feeling Honesty and Communication to Create Value - The collective online reception day for listed companies in Hubei area in 2018 will be held in the panoramic road show Tuesday afternoon. Sanan Optoelectronics (600703) Board Secretary Li Xuetan in this At the event, the company stated that there are many new products in the company's LED business that are gradually expanding. In addition, IC business is the key development direction of the company in the future, and the business is in the volume stage. (Panorama Network)
6. Infront Micro: The Beidou high-precision chip is in the development stage of the relevant application plan market;
Panorama Network News on June 5 'Interactive Feelings of Integrity, Communication to Create Value - Communicators of Listed Companies in Hubei Region Online Community Reception Day in 2018' The event was held on Tuesday afternoon in the panoramic road show. About the development of Beidou series products, Infon Micro (000670) Xia Wenchao, Director of the Board of Directors, introduced that the company's various business segments are in an orderly manner. Among them, the Beidou high-precision chip of Yuxin Technology, a holding subsidiary, is still in the market development stage of related application solutions.