1. Yi Jia, Taiwan's soft board factory was suspended by the Suzhou Environmental Protection Bureau;
According to the micro-messaging news, Taiwan's Soft Board Plant Yijia General Manager Sun Yongxiang stated on the 29th that due to the Suzhou Environmental Protection Bureau's request for the implementation of the stoppage rectification order, the Suzhou plant has been suspended since the 28th. At present, the Taoyuan plant production line has been added to digest Suzhou factory orders. The order placed by the customer has not been canceled.
Yijia is a soft board factory, suspended on the 29th and held a major news conference. Sun Yongxiang stated that Yijia was inspected by the Suzhou Environmental Protection Bureau due to environmental issues from May 23 to June 27, affecting the copper lining in the C building and The production lines of two workshops in the etching shop were separated and stopped. Egaard completed the rectification work on June 10th and completed the preparation. Suzhou Environmental Protection Bureau had already removed the seals on June 11th. At that time, the assessment had no significant impact on the overall operation of the group.
However, on June 12, the Suzhou Environmental Protection Bureau requested an extension of the shutdown for an expanded inventory. On June 28, the Suzhou Environmental Protection Bureau again requested the Suzhou Factory to implement the order for rectification. In order to avoid affecting the rights and interests of the investors, the Suzhou Plant was suspended and the stocks were suspended for trading. Explain clearly.
Sun Yongxiang pointed out that at present, the Taoyuan plant's production line has been added to digest the Suzhou plant's orders, and the customer has not placed a cancellation order.
The Suzhou plant was completed in 2004. It is true that some of the pipelines are old, there are problems with exhaust emissions, and it is the company’s management failure. Yi Jia will be responsible. Therefore, the past trench design has been completely changed to the open line. As for the shutdown During the period of resumption of production capacity, Yijia has also prepared for dispatching for overtime production and recently communicated with customers to adjust delivery dates.
Yi Jia said that the period of suspension is currently undetermined. It is still pending notification from the Suzhou Environmental Protection Bureau. If the preliminary assessment of the decision to suspend production is ordered, it may be completed from July 9 to July 16.
2. Light Control Fine Art is expected to issue 210 million shares Expected to be listed on July 18;
Light Controls (03302) was offered on June 30-July 10, 2018, with a planned global offering of 210 million shares, 10% for public development, 90% for international placement, and 15% over-allotment. Offer price is HK$1.02-1.26, 2,000 shares per lot. It is expected that the shares will start trading on the Stock Exchange on July 18, 2018.
It is reported that the company was established in Singapore in 1988 as a contract manufacturer specializing in the production of equipment, machinery, subsystems, precision tools and components for the semiconductor industry. The products are mainly used in semiconductor processing equipment (ie, equipment used to manufacture or process semiconductors). The original design manufacturer and the semiconductor processing equipment are purchased by the user. The company's products are generally used as components of semiconductor processing equipment for the production of semiconductors or for the production or processing of semiconductors. During the business record period, most of the revenue comes from the manufacture of wire bonding systems (ie An important subsystem of the semiconductor back-end equipment wire welder. According to industry reports, in terms of revenue, in the global wire welder processing system contract manufacturing industry, the company is the world's largest wire welder processing system contract manufacturer, 2017 The market share is approximately 49.6%.
According to financial information, in the three financial years 2015-2017, the revenues were approximately 107 million, 107 million and 129 million Singapore dollars respectively. The annual profit was 11.234 million, 3.096 million and 8.032 million Singapore dollars respectively.
Assuming that the Offer Shares are HK$1.14 per share and the Over-allotment Option is not exercised, the estimated global offering is approximately HK$208 million. About 40.4% is for expansion of production capacity, 29.3% for development and acquisition of engineering and technical knowledge, and 17.6% for expansion. Marketing activities in Japan, Europe and the United States, 11.7% for R&D and 1% for general working capital.
In addition, the company has entered into a cornerstone investment agreement with a number of cornerstone investors, and the Cornerstone Investors have agreed to subscribe for a number of Offer Shares at the Offer Price of HK$84.2 million. Among them, Tongbai Capital, Huixin Capital China and The subscription amount of Yuan Holdings Limited was HK$39.2 million, HK$25 million and HK$20 million, respectively.
3. Qualcomm released processor for children's watches Xiao Long Wear2500;
Xiao Long previously launched a series of processors for smart watches. These processors are optimized for watches and have better performance in terms of power consumption. Qualcomm has finally brought an update to watch processors. However, it is only released now. A child watch processor, not the usual smart watch processor update.
This watch processor is called the Xiaolong Wear2500. Since it is specially developed for children's watches, it means more optimization, but the performance is not too strong, because children's watches do not need too powerful functions, it is simpler than smart watches. Some of the features are more targeted.
The size of the new processor is two-thirds of the size of the processor previously released by Qualcomm for smart watches, but it has better endurance and supports LTE networks. It can support up to 5 megapixel cameras and supports position tracking and mainstream sensors. .
At present, Qualcomm has confirmed that it has already supplied to some manufacturers. The earliest products are expected to be released by the end of this year. Huawei is also one of the first partners. TechWeb
4. Qualcomm extended the cash offer period for NXP Semiconductors;
In a recent report on June 30th, Qualcomm announced that it has extended the deadline for the cash offer for NXP Semiconductors. The offer was originally scheduled to expire at 5 pm U.S. local time on June 29, but it has now been extended to the United States. Local time July 6th at 5 pm.
After Qualcomm announced the acquisition of NXP in October 2016, Qualcomm had extended the offer deadline several times.
According to the latest agreement between Qualcomm and NXP, the completion of this transaction depends on two conditions. One is to pass approvals within the scope of a global regulatory agency, and the other is to purchase 70% of NXP stocks out of circulation through Qualcomm cash. The time node for the final transaction is July 25.
According to the latest data released by Qualcomm, Qualcomm currently holds 5.3% of NXP’s outstanding shares, which has been repeatedly fluctuating in the past six months, and to some extent reflects the attitude of NXP shareholders to the acquisition. /一求)
5. Heterogeneous Integration of New Memory Development of Key Technologies
With Moore's Law slowing down, where will semiconductors go? Heterogeneous integration and next-generation memory technologies are expected to lead the semiconductor industry in the age of artificial intelligence.
Integrated circuits (ICs) have invented a new and powerful industry and economy. From home appliances to automobiles, airplanes, computers, mobile phones and even satellites, they rely on small chips to operate. The industry is marching toward the era of smart IoT, performing a large number of data calculation ICs and playing a key role in it.
Among them, ITRI played a key role in the development of Taiwan's semiconductor industry. In 1977, ITRI's "Integrated Circuit Demonstration Factory" produced Taiwan's first commercial integrated circuit, Taiwan's IC semiconductor industry began in Yulu, deriving UMC, TSMC, Taiwan Mask and other international companies have driven Taiwan's industrial structure from labor-intensive to technology-intensive, and become Taiwan's first industry with an output value of mega-yuan.
Taiwan has two major advantages in the semiconductor field. First, the industrial chain is complete. There are many international-level manufacturers from IC design, wafer fabrication, packaging and testing. Second, human resources are abundant, and there are many talents in semiconductor-related fields.
If Taiwan can continue to grasp the two major advantages and have a clear industrial development orientation, it can at least maintain its technological leadership of five to ten years.
Integrated circuit technology originated from the United States, and its advantages lies in software design and system planning. Although Asian countries have actively seized in recent years, Asian manufacturing strength has been proud of the world, but it is estimated that within ten years, the US technology leadership in software will not waver; Taiwan The advantage lies in the process technology, so Taiwan must master the technological advantages of the process and strive for innovation. Heterogeneous integration will be the key technology for the next wave of semiconductor development.
The concept of heterogeneous integration not only meets the semiconductor industry's pursuit of shrinking size, but also integrates different functional ICs into another silicon wafer or other semiconductor materials through packaging and semiconductor processes, which can improve the efficiency of design development. Breaking through silicon physical limitations, applying silicon materials to different fields.
Next generation memory technology is also an important trend. ITRI has cooperated with domestic semiconductor manufacturers to develop magnetoresistive random access memory (MRAM). MRAM transmission speed is 10,000 times faster than general memory, and it is expected to replace mainstream DRAM and Flash. RAM.
Taiwan's semiconductor talents are rich, this is the foundation laid by the industry for more than 40 years. Recently, the country has hired Taiwan's semiconductor talents with high salaries. This is a short-term phenomenon of "emergency coaches". It needs to be considered. Once the local strength and technology are in place, the high salary will be Exist?
In the 60 years since the invention of integrated circuits, emerging technologies continue to advance technology. Taiwan's semiconductor industry chain is complete and human resources are abundant. It can strengthen the development of software and hardware technologies, strengthen the integration of the middle and lower reaches of the industry chain, and shape the environment that attracts talents to stay. The overall competitive advantage ensures that Taiwan continues to stand at the commanding heights of global industry competition.
(This article is dictated by Wu Zhiyi, director of the Institute of Electronics and Optoelectronic Systems, ITRI, Economics Daily, Industrial Technology and Information)