1. Passive components are out of stock Hon Hai uses big data to know it;
Gathering micro-messages, the passive component of this wave is out of stock, and Hon Hai Chairman Guo Ting-ming “knows first” that the Group’s internal industrial Internet platform, combined with big data analysis and prediction, plays a key role, which also allows Hon Hai to have several steps earlier than its rivals. Prepared.
At the shareholders' meeting on the 22nd, Terry Gou answered many minority shareholders' questions. Among them, the Hermes representative of the British pension fund, who invested about 800 million U.S. dollars for about eight years, asked whether Hon Hai could disclose information of various departments of the company. For the first time, Gou was passive. Component examples.
Gou said that many people hope that Hon Hai will release more information and data. However, Hon Hai has helped the global high-tech industry to account for more than 60% of new product development and about 40% of consumer electronics. If too much data is released, I am afraid the market can speculate on product sales. , Customers will also worry that important technology stocks or semiconductor companies will also be affected.
Terry Gou also said that Hon Hai’s announcement of these valuable big data will affect customers and the market. Many analysts can speculate which stocks can invest from Hon Hai’s big data.
2. SMIC's 14nm process is difficult to solve;
Communications Information News Specialist / Yang Jianqing
China's largest wafer foundry SMIC's latest 14nm FinFET process is nearing completion of R&D. Its trial production yield can reach 95%. The target of mass production in 2019 seems to be not far behind. The shortage of semiconductor talents is still an important issue facing SMIC.
SMIC has a huge gap with the first-line camp
Founded in 2000, SMIC is the most comprehensive, well-supported and largest integrated circuit manufacturing company in mainland China. Since its establishment, it has been focusing on semiconductor chips. From the outside world, SMIC is the representative of 'China Core'. .
However, SMIC’s current state-of-the-art process is 28 nm, and from the first quarter of 2018, 28 nm accounted for only 3.2% of its revenue, compared to UMC and Intel’s slower advanced process manufacturers. , More than a generation behind, not to mention TSMC, Gromovand, Samsung and other companies that are progressing faster with advanced process development, are already preparing to cut into the 7-nanometer process.
As of the end of the second quarter of 2017, TSMC’s mid- to high-end process chips below 28nm already accounted for 54% of total revenue, and below 40nm accounted for 67%. SMIC’s 2017 revenue contribution is highest at 90nm and below. The processing technology of the company accounted for 50.7% of the total. The R&D of SMIC's 14nm technology also reached its critical breakthrough period in 2017 and has not yet been completed. It can thus be seen that when SMIC is still struggling at 28nm, TSMC's technology has been at least Far ahead of the three generations.
In order to catch up with such a gap, SMIC not only took the position of co-chief executive officer of Samsung Electronics and former high-level Leong Mengsong of TSMC in 2017, mainly to use his past experience to guide SMIC in developing a 14-nm FinFET process. On the process, SMIC's 14nm FinFET process can reach its mass production target in 2019.
SMIC also announced at the beginning of this year that it will jointly invest US$10.24 billion in cooperation with the two major government industry funds to accelerate the development and production of advanced processes at 14nm and below, and eventually achieve a monthly production target of 35,000 units. , In the case of SMIC's 14nm FinFET process achieving 95% yield, it is equal to a big step towards the goal.
Lack of talent leads to slow development of the industry
SMIC has been unable to enter the front line for 18 years on the road to independent chips. Apart from the slower R&D progress compared with giants such as rival TSMC, another important reason is the reserve of high-end chip talent. Insufficient, this is not only a hindrance to the development of SMIC, but also a widespread problem in China's chip industry. The shortage of talent reserves and training is a key factor in the gap between China's chip semiconductor industry and the international top level.
The “White Paper on Talents in China's Integrated Circuit Industry (2016-2017)” released by the Ministry of Industry and Information Technology of the Ministry of Industry and Information Technology in 2017 indicates that 700,000 people are currently required to invest in this industry. The shortage of talent leads to China’s integrated circuit industry. The slow pace of independent innovation.
Southeast University, one of the first national integrated circuit talents cultivation bases, has been training a large number of talents in the field of integrated circuits for many years. The enrollment of integrated circuits related to Southeast University has increased dramatically. In terms of cultivating master's degrees, the number of students enrolled in the Microelectronics Institute has been increased. From more than 200 people in the past few years, to more than 400 people last year. Huazhong University of Science and Technology has increased the number of placemates of 120 part-time places in IC talent training last year. It plans to expand its doctoral enrollment program by 50% this year.
However, long-term hydrolysis is not nearly thirsty. The IC industry is a technology-intensive, talent-intensive, and capital-intensive industry. Its industrial chain includes design, manufacturing, packaging, testing, equipment, and materials. This industry emphasizes experience accumulation. The cultivation of talents is not an overnight success. Therefore, in a short period of time, China's chip industry still can not get rid of the dilemma of talent shortage.
How to get rid of the 'empty core' pain?
Although ZTE's business has come to an end, there is no such thing as a core technology that is 'such as being in the throat'. The core technology is controlled by people. The foundation of China-made 2025 is not solid.
The development of the chip industry requires a lot of manpower, material resources, and financial resources. Moreover, these investments will not be effective in the short term. It is not enough for individual companies to go it alone. After all, the integrated circuit industry is a national comprehensive national strength competition. .
Although today's 'chip fever' has gathered some policies, funds and other resources in the integrated circuit industry can play a role in attracting talents. However, if we want to break through the bottleneck of talents in China's IC industry, we need to consider longer-term strategies to make 'chips'. The heat is not just a gust of wind. In addition, based on the characteristics of IC globalization industry, the globalization of talents is an inevitable trend. In the context of China's relatively backward industrial level, we should increase efforts to attract outstanding global IC talents.
With the release of the National Outline for the Development of the Integrated Circuit Industry in 2014, the National Integrated Circuit Industrial Investment Fund was established. China is increasing its support for leading enterprises and encouraging enterprises to increase R&D investment in key technologies in key areas. With regard to the mechanism, the industry is also actively exploring. With the increasing investment in innovation, the improvement of innovation mechanisms, and the gradual improvement of intellectual property awareness, China's chip industry can remove the 'empty core' pain.
3. To consolidate Apple's order, TSMC has invested USD 25 billion for a 5 nanometer process;
According to Reuters, Taiwan Semiconductor Manufacturing Co., an important supplier of self-developed chips, has announced plans to invest US$25 billion for the 5-nanometer process to continue consolidating its position as an exclusive Apple supplier. TSMC said on Thursday it expects to invest US$25 billion in 5 Nano-node technology. TSMC has exclusively supplied A-series chips for Apple's iPhone and iPad products from the iPad Pro's A9X chip, which is said to be due to the company's leading process competitor Samsung.
TSMC reportedly did not announce a specific timetable, but there have been reports previously that the company expects to mass production by 2020, and plans to achieve 3nm process technology by 2022. Samsung is reportedly developing a 4-nanometer process, but No specific timeline was given. MacX
4. Qualcomm: Create more possibilities for Windows 10 PCs;
Gathering micro-messages, June 21, 'This should be a good time to enjoy the freedom - Xiaolong mobile PC platform Windows notebook tasting' held in Beijing, Qualcomm and China Telecom, Microsoft, Asus, Lenovo, Jingdong, 360 and Ecosystem partners such as iQiyi elaborated on the brand-new experience of PCs, namely Windows 10 PC products supported by Xiaolong platform.
Wu Shangjie, senior vice president of Qualcomm Technologies and president of QCT China, emphasized at the event: 'Always on-line, always-connected PC products supported by Xiaolong's mobile PC platform can provide users with a fast and convenient mobile computing experience, transforming users' Work and play style. We are very excited to collaborate with a wide range of ecosystem partners and bring new energy and opportunities to the PC industry.
According to Kang Rong, vice president and general manager of marketing and operations at Microsoft Greater China, “Microsoft has long been collaborating with Qualcomm. Windows 10 PCs with Qualcomm's platform are lightweight, efficient, and always online. The connected user experience allows them to enjoy the innovative features of Windows 10 anytime and anywhere. Microsoft and Qualcomm, Lenovo, Asustek and other partners are working together to create more innovations for our vast partner ecosystem by expanding the software and hardware platforms. Possible. '
According to the data from the PC industry, in recent years, PC consumers have changed their mentality and began to look forward to more mobile PCs and terminals. Because of their mobility, consumers have proposed a refined, thin product form, connectivity. And the requirements for excellent battery life. As early as the end of 2016 at the Microsoft WinHEC conference, Microsoft and Qualcomm Technologies jointly announced the creation of an always-on, always-connected Windows PC using the Snapdragon mobile PC platform. Qualcomm Mobile The launch of the platform is dedicated to introducing the best features of smartphones to PCs, supporting better energy efficiency performance and mobility for Windows 10 PC products, thereby fully satisfying the growing demand of consumers. In the recent 2018 Taipei At the COMPUTEX 2018, Qualcomm also announced that it is always facing the always-on, always-connected PC field and has launched a new generation of Qualcomm Xiaolong 850 mobile computing platform.
Compared to traditional laptops, the Windows Mobile PC based on Snapdragon's mobile PC platform can support always-on, always-connected features, enabling longer battery life than the entire day, allowing users to enjoy the same instant-on ', 'Always updated' features, continuous, convenient, up to gigabit-rate connectivity, and even GPS-based location awareness. In addition, Snapdragon's mobile PC platform can support thin, elegant and innovative fanless PC designs for users. Provides a more portable and easy-to-use experience. Based on this, users can still have the strong productivity of the familiar Windows 10 operating system and run thousands of applications in the Windows App Store.
As we all know, for the PC product, the support of the ecosystem is very important. At present, the Snapdragon mobile PC platform Windows notebook has been supported by many ecosystem partners, so that consumers can use this new brand faster and more conveniently. PC category. For example, Microsoft released Visual Studio 15.8 at the recent Build 2018 Global Developer Conference. This new software development toolkit helps developers to create Windows PCs supported by the Snapdragon mobile PC platform. 64-bit ARM applications, to make full use of the always-on, always connected to the PC's powerful performance and long battery life. 360 APP and other APP developers optimized the APP for the Windows laptops supported by the Xiaolong mobile PC platform. Consistent use experience. 360 Technology has also developed a fast editing application that can fully exploit the features of the Snapdragon mobile PC platform. As a retail channel provider, JD.com can help consumers purchase a new category of PC through a one-stop shopping service. product.
In the technical exhibition area of the event, the first commercial PC products carrying the Snapdragon mobile PC platform were presented for the first time - the ASUS 370 and Lenovo Miix 630 combo notebooks launched by Asus and Lenovo respectively. In the scene, the features of the Windows laptops supported by the Snapdragon mobile PC platform are fully connected, long battery life, thermal performance and Windows 10 experience. In the mobile era, you will choose a PC. To meet the needs of work, entertainment? The new Windows notebook computer supported by Qualcomm Xiaolong mobile PC platform will give you an unprecedented mobile PC new experience.
5. FURUYA Metals will invest in the Tsuchiura Plant;
According to the micro-network news, FURUYA Metals announced that it will invest in the Tsuchiura Plant and expand its Ru refining capacity.
FURUYA Metal's Tsuchiura Plant has a production line for the refining and recovery of high purity niobium targets (film materials) and catalysts, which can be highly purified in a short period of time.
The purpose of this expansion of production capacity investment is to cope with the increasing demand of high-purity germanium targets for hard disk (HD) in domestic and foreign markets. The scale of investment is 1.6 billion yen, of which the first investment is at the end of December 2018. The company plans to invest 600 million yen for the target project, so that the capacity for refining and recovery of niobium will be increased from the current 2.4 tons/month to 3.5 tons/month, and it will strive to increase about 1 ton per month, thereby realizing an annual production capacity of 12 tons.
Since then, the second investment will implement the remaining 1 billion yen investment by December 2019, and will improve the system to cope with the growing market demand for chemicals such as targets and catalysts. It will be further enhanced through two successive batches of investment. With the refining and recovery capabilities, we are striving to increase the monthly production capacity to 5 tons. According to this, the production capacity is increased by approximately 2 times compared to the existing production capacity, achieving an annual refining capacity of 60 tons.
6. Scientists find that the missing figure in the universe helps to uncover the mystery of the big bang
According to the “Daily Mail” reported on June 22, Beijing time, scientists have discovered that some of the universe’s “missing material” has been hidden in the universe since the Big Bang.
Astrophysicists only discovered about two-thirds of the common matter in the universe.
Now, an international research team claimed to have discovered some of the common substances that were not detected before.
They are called 'missing weight questions'.
Baryons belong to the so-called common substance, unlike the dark matter that has not yet been detected.
In this new study, researchers including scientists from the University of Colorado Bou score school analyzed the radiation from distant quasars.
They discovered the 'missing material' that existed between the galaxies in the form of oxygen.
In such an environment, the temperature may be as high as about 1 million degrees Celsius.
Michael Shull, a researcher involved in the study, said, 'This is one of the key pieces of evidence for validating the Big Bang theory: Finding hydrogen, helium and baryons of other elements in the periodic table.'
The research team stated that this study lasted for 20 years.
In 2012, the researchers weighed in hidden warm interstellar medium.
The researchers studied a quasar called 1ES 1553 and discovered a type of ionized oxygen signature between the quasar and the solar system.
Astrophysicists only discovered about two-thirds of the material in the universe. Now an international team of researchers claims to have discovered some of the common substances that were never detected before.
They said that it expanded to the entire universe, which may be related to the missing 30% of the material.
Saal said, 'We found the missing boy.'
The researchers said they need to conduct further research to confirm this finding and figure out how oxygen reaches the current place.