1.74 billion US dollars! Guoju was finally allowed to officially acquire US Pusi Electronics;
According to the news on July 27th, the passive component giant Guoju announced today that the Ministry of Economic Affairs has approved the acquisition of the US giant Pulse Electronics.
Guoju said that the Investment Review Committee of the Ministry of Economic Affairs approved on the 26th that Guoju applied for the acquisition of American Pusi Electronics and its subsidiaries through its 100%-owned subsidiary PlutoMerger Corporation with its own foreign exchange of US$740 million.
In the breakdown, Guoju pointed out that it will increase its shareholding of US$740 million to its 100%-owned subsidiary Pluto Merger Corporation, of which approximately US$719.99 million will acquire US Pusi Electronics and its subsidiaries, and approximately 2,100. 4,000 US dollars to repay the borrows on the account and pay the financial consultants, lawyers, accountants and other related mergers and acquisitions.
Jiwei.com reported that on May 22, 2018, Guoju held an interim board of directors, announcing that it will acquire 100% equity of Pulse Electronics in the form of cash through 100% of its subsidiary Pluto Merger Corporation. It is 740 million US dollars.
Guoju said that the acquisition of Pusi Electronics will increase the Guoju product portfolio. In addition to providing complete passive components, it can also expand customers to provide electronic components such as wireless components, high-end transformers, and integrated connector modules. Frequency ceramic inductors, power supply and cable systems, etc., to increase the business scale and market visibility of the company in the US and Europe, strengthen the overall layout of the national giant in the automotive electronics and industrial specifications niche market, and through the country Judging the layout and sales channels of the global market, further expanding the scale of the operation of the electronic components of the company, and exerting synergies in technology, process and management.
It is understood that Pusi Electronics was founded in 1947 and is headquartered in San Diego, USA. Its main products are wireless components (such as 3D printed antennas, laser-shaped antennas and various antenna modules), high-end transformers, integrated connectors. Modules, high frequency ceramic inductors, power supplies and cable systems.
Pusi Electronics has long been working in the fields of wireless communication, network equipment, power management, automotive electronics and industrial specifications, and focuses on the development of advanced technologies such as 5G and EV (electric vehicles). It has several patents in the global region. US Oak Capital In April 2015, the investment company managed by Oaktree held the entire equity of Pusi Electronics through its investment fund, and in the same year, Pusi was applied for the market by the New York Stock Exchange and turned into a privatized company.
At present, Pusi Electronics' competitors are all international manufacturers, among which high-end transformer competitors are TDK, Delta and Sumida. The integrated connector competitors are Tyco, Molex and Amphenol, and the high-frequency ceramic resistor competitor is TDK. , Murata, wireless components, antenna components competitors Mitsubishi, Johanson and Jude, wireless module competitors are Amphenol and Speed.
2. Industry prosperity and worry: There is a structural shortage of global semiconductor talents;
Since the birth of the semiconductor industry, capital and talent are the key to the development of this industry. The chip industry does not rely on abundant natural resources, and does not need its facilities to be located near transportation or shipping hubs. It is no exaggeration to say that success in the semiconductor industry The key factor is talent. Talent is the engine of the semiconductor industry.
'The father of the transistor' William Shawley left the Bell Labs and got an investment before he was able to create the Shockley Lab. The famous 'eight traitors' left the Shockley Lab and got a long distance. A venture capital investment on the East Coast of the United States, Fairchild Semiconductor was established, which is also recognized as a sign of the birth of Silicon Valley.
Today, the booming semiconductor industry is experiencing a structural 'talent shortage'. Why is this so? How to solve this problem? Look at the experience of international leading manufacturers and the treatment of 'prescription'.
Frequent talent flow has long been a tradition of the Silicon Valley semiconductor industry. Lin Jianhong believes that this and the long-term success of the US semiconductor industry are likely to be mutually causal. The free flow of talent, representing the prosperity of the overall industry behind, also represents the company has Enough funds to dig corners, or the overall environment encourages investment and entrepreneurship.
See also layoffs.
This time, it is in the booming semiconductor industry.
In the second quarter of the 2018 fiscal year submitted to the Securities and Exchange Commission (SEC), Broadcom said that after the completion of the acquisition of Brocade in November 2017, the company began to reduce the acquisition in the first quarter of this year. Costs, and have completed about 1,100 people, involving layoffs in all of the company's business units. Broadcom also said that the company is further evaluating its resource allocation and business needs, and may cancel more positions.
According to foreign media reports, in March, it successfully 'resisted' Qualcomm's hostile Qualcomm acquisition, and in order to honor the investors' commitment to cut $1 billion in expenses, it has begun to lay off 1,500 people, and this may still It is only part of the company's employee reduction plan.
This seems to be inconsistent with the prosperity of the semiconductor industry. According to the International Semiconductor Equipment and Materials Association (SEMI), 2017 is a year in which the semiconductor industry has broken through various records: Global chip revenues increased 22% year-on-year to nearly $450 billion; 2018 In the year, the IC is expected to achieve a growth of 7%.
However, SEMI has repeatedly said this year that the global semiconductor industry is facing a structural shortage of talent. The president of the association, Ajit Manocha, said that its member companies have thousands of vacancies in the Silicon Valley region alone. The number is more than 10,000.
However, there is no contradiction between the layoffs of large factories and the structural shortage of talents. Lin Jianhong, research manager of TB Consulting's Tuoba Industrial Research Institute, believes that there are many sub-areas and sub-items in the semiconductor industry, and there are different application areas. Different areas, such as abolishing FAE engineers, have turned to increasing AI-related talents. ' He said, '(Global Talent) corresponds to a short-term job structure.
The White Paper on China's IC Industry Talents (2016-2017) also shows that the total number of IC practitioners in China is currently less than 300,000, and the talent gap is 400,000. Compared with developed countries in Europe and America, those with more than 10 years of experience are Less. The huge talent gap has become one of the keys to restricting the development of China's integrated circuit industry.
The semiconductor industry 'talent shortage'?
On July 25, Liu Wei, deputy dean of the School of Information Science and Engineering at Fudan University, told the 21st Century Business Herald that the shortage of talent in the global semiconductor industry that SEMI is worried about is different in different regions. 'In China, because of us Starting late, developing fast, so you need to train a large number of talents.'
In the United States, it is because in the process of industrial transfer, many manufacturers have chosen to transfer manufacturing plants to Asia and other places, while retaining the front-end design in the local, which will inevitably lead to a weakening of the demand for talent.
'At that time, there was less demand, and fewer students were selected to pursue relevant majors. ' Liu Wei said, 'In addition, American companies have also experienced brain drain, including many of the Asian companies in South Korea’s Samsung and early Japan, and many of them are from the United States. The business flowed out. '
With the resurgence of local manufacturing in the United States in recent years, the consequences of the slowdown in local talent training and brain drain have gradually begun to appear. Liu Wei believes that the reasons for the lack of people in Europe are similar or even worse than the United States, 'this has caused the present The situation is lacking everywhere in the world. '
An observation by a Silicon Valley semiconductor practitioner also confirms this. She once pointed out to the 21st Century Business Herald that due to the slowdown in fresh blood injection in recent years, the average age of employees in some US companies is significantly larger than that of China. The age of employees in Asian companies.
On July 3, Li Wei, Director of Human Resources of Applied Materials China, told reporters that compared with China, the age structure of American semiconductor industry practitioners is indeed high. In terms of Applied Materials, globally, The age of employees in China's branches should be relatively young. 'She said, 'Applied Materials America has been continually recruiting new graduates in the past two years, and has worked hard on the attraction, training and retention of recent graduates.'
Leadership experience
Frequent talent flow has long been a tradition of the Silicon Valley semiconductor industry. Lin Jianhong believes that this and the long-term success of the US semiconductor industry are likely to be mutually causal.
'The free flow of talents, representing the prosperity of the overall industry behind, also means that the company has enough funds to dig corners, or the overall environment encourages investment and entrepreneurship.' He said, 'On the other hand, the free transfer of talent also symbolizes the company has the opportunity. More yuan, more powerful, this is the progress of talent transfer to the overall industry. '
In contrast, the fixed pattern of talents from entry to retirement in Japanese corporate culture is considered by the outside world to hinder innovation and the injection of fresh blood.
Lin Jianhong believes that the end-to-end employment model may cause manufacturers to follow the existing profit model, so that the industry's ability to cope with change will decline. 'In the face of the industry's need for new business models due to changes in economies of scale, the strain of Japanese semiconductor manufacturers The speed is slow, which is not only caused by the slow flow of talents, but also related to the thinking of its group operations for a long time. ' He said.
However, Lin Jianhong also pointed out: 'Any technology company, especially a good technology company, must have a group of backbones that are long-serving.'
In Applied Materials, the diversity of the talent team is critical to the company. 'This also includes age diversity. We hope that our talent age is multi-layered, old, medium and green.' Express.
In addition, in addition to a series of 'star' programs for long-term talent development, providing a platform for employees to develop globally is also an important part of the company's talent strategy. Li Wei told reporters that during his 11 years of application materials company, almost every year They will send Chinese talents to other regional branches, 'let them go overseas and send them back to China after a while.'
According to her, there are currently more than 20 Chinese employees in the US headquarters of Applied Materials, as well as in Singapore and Europe.
At present, there are many talents in the Applied Materials China company from Taiwan, Korea, Japan, the United States and Europe and other countries and regions where the integrated circuit industry is leading. 'These talents are very important to the company, they are experienced and can help us to cultivate together. Local talent. 'Li Wei said.
'Applied Materials hopes to cultivate a truly innovative leader through professional and targeted talent development programs, especially in materials engineering solutions for integrated circuits and advanced display manufacturing. We especially hope to cultivate More industry leaders with a global perspective. 'She said.
In the semiconductor industry, the importance of leading talents is self-evident. Take the current CEO of SMIC, Liang Mengsong, as an example. Several 're-employment's have played an important role in the development of several companies.
In 1992, Liang Mengsong, a former US chipmaker AMD, joined TSMC. In the 17 years of TSMC, he made an important contribution to the rapid rise of the latter. The Taiwanese media once said that he successfully developed 130nm 'copper for TSMC in 2003. The 'corner' of the process.
According to PricewaterhouseCoopers data compiled by Statista, the global wafer foundry industry market reached US$24.4 billion in 2008, and TSMC’s financial report for the year showed that its revenue in 2008 had reached NT$333.2 billion (at the current exchange rate). About $10.17 billion).
At the beginning of 2009, Liang Mengsong left TSMC and officially joined South Korea's Samsung Electronics in 2011. Since then, the company, which was once called “a small point on the radar” by TSMC founder Zhang Zhongmou, successfully won the Apple iPhone 6s through the 14-nanometer process. Important orders such as the A9 chip and Qualcomm Snapdragon 820 chip, let TSMC prepare for the 16-nanometer process for many years.
In October 2017, Liang Mengsong officially joined SMIC, and served as the co-CEO. He also headed the R&D department. In June 2018, it was reported that SMIC's latest 14-nanometer FinFET process is nearing completion and trial production is good. The rate has reached 95%, and the goal of formal mass production in 2019 seems to be not far off.
Find the 'talent shortage' good medicine
In recent years, China is committed to the development of the integrated circuit industry, and hopes to achieve the development of the entire industry chain.
Li Wei believes that compared with mainland China, the semiconductor industries in Japan, South Korea, the United States, Europe and Taiwan all started earlier. 'China is developing rapidly after the establishment of the IC industry big fund in 2014, and it has experienced ups and downs before.' She said, 'From the perspective of the industry itself, China has not yet formed a relatively systematic industrial chain, and it lags behind the above-mentioned regions in the industrial environment.' In her view, China still has a distance from the development of the 'full industrial chain'.
'Our industry and companies are still more inclined to manufacture.' She said, 'In the entire integrated circuit industry, the core technology of the enterprise may not be so competitive. In addition, the enterprise is not so mature, and the industrial chain is limited. In such a big environment, I personally think that our talent cultivation may also be more biased towards back-end manufacturing.
Lin Jianhong believes that the current global semiconductor talent pattern is first-class research and development in the United States, Japan, Europe, and first-class projects in South Korea and Taiwan. The United States, Japan, and Europe benefit from more diversified industries, talents are not concentrated in semiconductors, and there is a wider range of basic research. Talents can lead the introduction of new technologies through cross-disciplinary exchanges; while Taiwan and South Korea have achieved rapid rise in the semiconductor industry in the past two or three decades, but the concentration of industries has led to the concentration of top talent in engineering.
He said that if China's semiconductor industry is limited to the role of 'catch-up', it will lead the cultivation of talents to the engineering field, 'but China itself is a big market country, with diverse industries, and should have the opportunity to cultivate first-class R&D personnel. . '
'The growth of the entire industry still needs a process. ' Li Wei said, 'Limited by the industrial environment, and our lack of part of the entire industry chain, our company lacks some experts in the industry, the master, can lead young People, provide them with a good learning platform. '
Therefore, she believes that as a global leader in materials engineering solutions, Applied Materials has many partners around the world. There are also many industry experts in China. The employees can access some of the most advanced concepts in the world, and their new products are also very popular. Block, this gives employees the opportunity to access the most advanced technology.
Outside the enterprise, school-enterprise cooperation may be a good way to cultivate talents. Liu Wei, deputy dean of Fudan University's School of Information Science and Engineering, and Li Wei, director of human resources of Applied Materials China, pointed out to reporters that in the training of semiconductor talents. Universities and enterprises are bound to join forces.
In recent years, Applied Materials has conducted preliminary cooperation with a number of domestic top universities including Fudan University and Tsinghua University through the establishment of regular series of professional lectures on campus.
Liu has worked for a long time in the National Institute of Standards and Technology (NIST) and Motorola Semiconductor (the predecessor of Freescale, which has been acquired by NXP). In his view, thanks to the early start of the industry, the United States has a large number of Technicians with considerable experience go to colleges and universities after leaving the company. Most of these technicians have long served in key positions in leading semiconductor companies.
On the other hand, the US semiconductor companies have also formed a very complete training mechanism, which is also related to the background of talents sent by American universities. 'We have a misunderstanding that the integrated circuit company must be a microelectronics professional. However, there are few specialized microelectronics majors and departments in American universities. ' Liu Wei said, 'Semiconductor companies need talents from all aspects, including materials, chemistry, physics and many other backgrounds.'
Due to the late start of the industry, Chinese companies and universities are still difficult to meet on these two points. Therefore, Liu Wei believes that based on the current university, the basic education, principle teaching, corporate training is targeted and applied. The status quo, whether it is the technical training of enterprises to colleges, or the basic training of colleges and universities, the combination of the two sides is very necessary.
'The results of our seminar on application materials are very good.' He said that cooperation with industry leaders also needs to work together to expand the audience and be more targeted. 21st Century Business Herald
3. Applied Materials' talent training concept: How to deal with the 'Top Recruitment Challenge'?
On June 6th, Applied Materials joined forces with Fudan University to finalize the final lecture on the first series of semiconductor technology. Since the first lecture on March 21, many senior technical experts of the company have been in the process. A total of seven lectures were held at Fudan University, covering the integration of front and back processes and module technology and equipment, patterning and lithography, process diagnostics and control.
Industry information organization VLSI Research data shows that in 2016 revenue calculations (based on global sales of semiconductor equipment and services), Applied Materials once again became the world's largest semiconductor device with a scale of 9.876 billion US dollars and 17.9% growth rate. the company.
As the first foreign chip equipment manufacturing company to enter the Chinese market, Applied Materials has set up a global training center to carry out various 'star' talent programs, hold engineer technical events, and support Shanghai's 'Tomorrow's Technology Star' project. The way, the practice of local scientific and technological personnel training. In recent years, the company has extended the scope of this practice to the 'enterprise into the school'.
Behind the prosperity of the global semiconductor industry in recent years, the hidden danger of 'talent shortage' has attracted the attention of many parties including the International Semiconductor Industry Association (SEMI). As a global leader in semiconductor and display manufacturing equipment, Applied Materials is also working hard for a long time. Talent cultivation, in response to the shortage of potential industry talents at the global level, continuing the momentum of the industry's prosperous growth in recent years.
'Top recruitment challenge'
In January 2018, SEMI Chairman and CEO Ajit Manocha said in a letter to the CEOs of member companies that 2017 was a year in which the semiconductor industry broke through various records: Global chip revenue increased 22% year-on-year to nearly $450 billion; Sales increased by 36%; integrated circuits and semiconductor devices are expected to achieve further growth of 7% and 11% respectively in 2018.
There is also 'bad news' behind this. 'The semiconductor industry is struggling to attract new talents into the electronics manufacturing supply industry chain, especially in the semiconductor manufacturing field.' Manocha wrote, 'If we can't act quickly, we will see Growth is stagnant. '
At the SEMI Industry Strategy Symposium (ISS) in January, Applied Materials CFO Dan Durn called the new talents the 'Top Recruitment Challenge'. Durn said the survey showed that 77% of industry executives believe the industry is Experienced a severe shortage of talent. Manocha also pointed out that there are currently thousands of vacant positions in SEMI member companies in Silicon Valley alone, and there are more than 10,000 vacancies in the world.
For some time, Internet companies represented by Google, Amazon, and Facebook have become more powerful in attracting talents. In contrast, the semiconductor industry has high talent requirements and long training periods, and compensation is not necessarily more attractive than Internet companies.
In the view of Li Wei, director of human resources of Applied Materials China, the challenges of the semiconductor industry are high and the training period is long. 'The training of talents in the semiconductor industry may take more than five years.' She told the 21st Century Business Herald. , 'But as for the salary part, the design of the salary and welfare system needs to consider a lot of comprehensive factors, and the company's overall talent strategy has a great influence.'
Diversified, comprehensive incentive system
Talking about the overall talent strategy of Applied Materials, Li Wei believes that the establishment of a comprehensive compensation system and the diversity of the talent team are the most important components.
In Li Wei's view, currently in China, major semiconductor companies attach great importance to the retention and attraction of talents, and they are similar in terms of salary and welfare settings. 'Because of the different design concepts and company culture, some companies' floating salary is the bonus. There is more in the middle. 'She said, 'But in Applied Materials, fixed compensation accounts for a large proportion of compensation and benefits, which gives employees a strong sense of security and is the company's commitment and responsibility to employees. We also have a performance-oriented bonus system that is closely linked to individual, departmental, and corporate performance.
Excluding cash income, the employee stock ownership plan and the employee stock purchase plan are also important components of this compensation system. 'A certain level of employees, they can hold shares of the company, that is, directly give shares. This is related to their performance and level. Hook. 'Li Wei said, 'This has a very important role in our long-term talent retention, because stock holding is a long-term incentive.'
In addition, all of the full-time employees of Applied Materials can purchase company stock at a discounted price. 'They can sell when they think it's right, and enjoy the bonus that the company brings to the company during its growth.' She said.
'Diversification' is also one of the organizational development directions that Applied Materials adheres to, in addition to ethnicity, belief, age diversity, and gender diversity. 'The company has been working to recruit more female engineers for the past two years. One of our directions. 'Li Wei said.
Applied Materials has established the Women's Career Development Platform (WPDN) among its employees and has branches in branches around the world, including Shanghai and Xi'an in China. Applied Materials said that for the Chinese team, women before More concentrated departments are more for procurement, finance, manpower and other office departments, but the proportion of female engineers has begun to increase significantly in recent years.
'Taking college graduates as an example, the number of newly recruited new graduates in 2018 has not only increased by 50% compared with 2017, but the number of newly recruited female graduates in 2018 has shown a multiple increase. ' Li Wei said .
Local training of leading talents
"China's IC Industry Talent White Paper (2016-2017)" shows that China's current IC talent gap is 400,000. Compared with developed countries in Europe and America, there are fewer people with more than 10 years of experience. And the semiconductor industry's longer talent training cycle is related to higher entry barriers.
Li Wei believes that Applied Materials is currently experiencing similar difficulties. 'We are also developing very fast now, and a large number of talents are needed.' She said that the combination of theoretical teaching and corporate practice in universities is particularly important in accelerating personnel training.
Talents are bound to need to be jointly cultivated by enterprises and universities. Compared with the schools entering the enterprise, Applied Materials believes that the mode of entering the school is even better. 'The school is in the enterprise, and more is a short-term visit.' Li Wei said , 'Enterprises entering the school can bring the latest cutting-edge technology concepts to the school, updated professional settings, and also share technical cases for the technical talents with practical experience.
Prior to the cooperation with Fudan University, Applied Materials held a series of lectures on the development and change report of the semiconductor process technology roadmap in cooperation with Tsinghua University in December 2017, and plans to cooperate with more local universities in the future. Campus popularization of professional technology lectures.
Within the company, Applied Materials provides experienced new talents and partners to help newcomers grow through the configuration of 'teachers' and 'partners'. In addition to new employees, different work content and service years for employees, application materials The company also provides an exclusive, three-dimensional talent training model.
Li Wei stressed, 'Applied Materials hopes to develop a leading talent for innovative materials, especially in integrated circuits and advanced display manufacturing, through professional and targeted talent development programs, especially hope Cultivate more industry leaders with global perspectives. '21st Century Business Herald
4. The new quasiparticle "Collexon" was found in semiconductor crystals;
Science and Technology Daily, Beijing, July 28 (Reporter Zhang Mengran) A new physics report published by the British magazine "Communication and Physics" by Nature: German scientists describe a new type of quasi-particles found in high-quality semiconductor crystals. —— 'Collexon'. It can prove the unique optical characteristics of the materials present in the quasi-particles, as well as the unusual physical characteristics, which are very important for basic science and applied science.
In microscopic complex systems (such as solid materials) composed of many different particles, the motion of each particle is complex and is the product of various strong interactions between the particle and the surrounding particles. To make it easier to understand The behavior and characteristics of these systems, physicists have re-imagined solids, imagining that they contain particles that interact weakly in free space. These 'quasi-particles' have different types that can lead to different recognition of material properties. know.
This time, Kristen Nanstel, a scientist at the Technical University of Berlin, Germany, and colleagues replaced the atoms in the gallium nitride semiconductor crystal with germanium atoms. They maintained a high concentration of atoms while maintaining the original crystal structure. However, such atomic substitutions alter the physical properties of the crystal - increasing the concentration of free electrons in the solid.
By analyzing the absorption and emission of light by these specially treated crystals, the research team observed a phenomenon that they believe that the stability of the new quasiparticle 'Collexon' will rise as the electron density increases. This may be a standard feature of all semiconductors - as long as the same level of atomic substitution can be achieved.
If these findings can be further supported by theoretical research, the quasiparticle 'Collexon' can be considered as a common feature of semiconductor materials. Semiconductors are the foundation of modern technology, and improving our understanding of electronic structures is beneficial to theoretical research. Also beneficial for applied research.
5. The US Senate plans to increase investment in microelectronics;
The Senate Defense Subcommittee announced a summary of defense spending priorities on June 26, in which the allocation of emerging technology has increased significantly.
The team recommended an additional $447 million for microelectronics. Specifically, the committee wanted to ensure that the Department of Defense had access to reliable microelectronics technology and was able to develop the manufacturing process for the next generation of microprocessor chips. To this end, the bill would The microelectronics R&D, testing and evaluation budget for the fiscal year 2019 increased from $169 million in the budget for the 2019 fiscal year to $616 million.
According to background information from the US Department of Defense's Advanced Research Projects Agency, smaller and smaller transistors will help achieve breakthroughs in the areas of 'machine learning, event identification data classification and protection against electromagnetic threats'. Current and future capabilities are critical, so technical officials say the key is that the Department of Defense believes that microelectronics is reliable and safe in the face of enemy attacks and damage. For this reason, the Defense Advanced Research Projects Agency in 2017 9 Launched a five-year, up to $200 million 'e-revival plan' to promote advanced new materials, circuit design tools and system architecture research. The key focus of this initiative is through the Joint University Microelectronics Program (JUMP) Collaborate with top universities. The program invites top researchers to conduct research in cognitive computing, secure cellular infrastructure, and other projects to support projects such as autonomous vehicles and smart highways, as well as other technologies that require microelectronics support. The Additions Act proposed by the Defense Subcommittee has made the 'Electronic Recovery Program' an additional 30 million
6. The proportion of semiconductors in electronic systems will climb to 31.5% in 2020
This year, the global electronic system market will reach 1.62 trillion US dollars, up 5%, the semiconductor market will reach 509.1 billion US dollars, a 14% increase, the average semiconductor semiconductor content of electronic systems is estimated to reach 31.4%, a record high.
IC Insights, a research and development organization, said that shipments of electronic systems, including mobile phones and personal computers, are likely to weaken this year. It is expected that mobile phone shipments will be reduced by 1% this year, and personal computer shipments will be reduced by 1%. Will grow by about 3%.
The electronic system market will grow steadily, and the semiconductor market will grow at a high speed. IC Insights believes that the gap between the two is mainly due to the increase in the inclusion of semiconductors in electronic systems.
According to IC Insights, the trend of semiconductors in electronic systems has increased significantly over the past 30 years. The proportion of semiconductors in electronic systems has risen sharply this year, mainly due to the increase in the average selling price of dynamic random access memory (DRAM) and NAND flash (NAND Flash). drive.
IC Insights expects that the proportion of semiconductors in electronic systems will fall to 30.2% in 2020, and will rise to 31.5% in 2022, setting a record high; the proportion of semiconductors in electronic systems will remain above 30% from 2018 to 2022. Level.
China Electronics News