Add 22 new record chip funds! A new round of chip investment is open?

Abstract: Since the beginning of this year, national and local funds, industrial capital, venture capital and other capitals have increased their investment in the domestic integrated circuit industry. The industry believes that a new round of investment in the domestic chip industry has been opened. Data show, 2018 Since the beginning of the year, more than 20 new chip-related funds have been added.

This year, national and local funds, industrial capital, venture capital and other capitals have increased their investment in the domestic integrated circuit industry. The industry believes that a new round of investment in the domestic chip industry has been opened.

According to the data of the China Foundation, since April this year, there have been 14 private equity funds with the words 'chip', 'integrated circuit' and 'semiconductor' filed by the fund industry association, accounting for about 51 funds. 27.45%. This year, 22 new chip-related funds were filed.

In May of this year, the Big Fund also reported the second phase of the plan to the State Council and has been approved. The Everbright Securities Research Report shows that the second phase of the big fund is expected to be between 150 billion yuan and 200 billion yuan, according to the ratio of 1:3. The scale of social capital is between 4,000 and 600 billion yuan.

It is reported that the first phase of the investment of large funds is mainly based on equity investment, and the second phase will pay more attention to intellectual property rights.

On September 24, 2014, the National Fund was established with an initial scale of 120 billion yuan. The current scale has reached 138.7 billion yuan. From the public data, as of the end of 2017, the large fund has made effective decisions to invest 67 projects, accumulating project commitment investment. The amount was 118.8 billion yuan, and the actual investment was 81.8 billion yuan, accounting for 86% and 61% of the total amount of funds raised in the first phase.

In addition, according to the statistics of "Red Weekly", as of July 27, the first phase of the big fund directly invested in 23 companies in the chip field, including 19 A-share listed companies, 3 Hong Kong-listed companies, and 1 US-listed company. Note that the total market capitalization of the 19 A-share listed companies as of the close of the 27th is as high as 362.706 billion yuan.

Professional investment management companies have promoted the development of the integrated circuit industry. According to the data of the China Foundation, since April, a total of three fund managers specializing in chip-related industries have registered and filed for the investment in Anhui integrated circuit industry. Management Co., Ltd., Shanghai IC Industry Investment Management Co., Ltd. and Shanghai Semiconductor Equipment Materials Industry Investment Management Co., Ltd.

The integrated circuit industry is highly technical and capital-intensive. With policy support and capital investment, China is gradually improving its strength and striving to narrow the gap with the international advanced level.

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