One week news
Atmosphere! Ali Pingtou brother is the first to announce the open source MCU chip platform
On the 21st, at the 6th Wuzhen Internet Conference, Alibaba's Pingtou Ge Semiconductor announced that the open source RISC-V instruction set based low-power micro-control chip (MCU) design platform became the first domestic open source chip platform. enterprise.
The platform is aimed at the custom chip design needs of the AioT era, and the target groups include chip design companies, IP providers, universities and research institutes. Developers around the world can design custom chips for segmentation based on the platform, while IP vendors can develop core IPs native to the platform, and universities and research institutes can conduct chip-related teaching and research activities.
Bitland launches new intelligent server SA5 super power empowering AI
On October 27th, the computing chip company Bitcoin held an AI new product launch conference in Shenzhen and launched the third generation intelligent server SA5. The product is based on the latest AI chip BM1684 launched by Bitcoin in the Fuzhou Urban Brain Conference in September. It features low power consumption, high computing power and high density. It has powerful deep learning acceleration and can be used for video. / Image intelligence analysis provides great computing power.
Xingyi Technology released three series of chips from Xuanyuan, Yueying and Jianglong. Leading AI to empower all walks of life
On the 27th, SigmaStar, the leading AI Camera system chip and solution provider in China, held a 2019 new product launch conference with the theme of Leading AI Everywhere in Shenzhen, and released the new AI products of the three major product lines of Xingyi Technology. : Intelligent display--Xuanyuan series SSD201, SSD202D;, car intelligent DVR--Vietnamese series SSC8629D, SSC8629Q, SSC8668G, SSC8539; intelligent security--Dragon series SSC336D/Q, SSC338G, SSC339G, SSR621D/Q, etc.
Huawei plans to expand 1.8 billion yuan to build Wuhan Haisiguang Factory
Recently, the Wuhan Municipal Bureau of Land Resources and Planning issued a pre-approval announcement on the adjustment of the planning and design plan for the A-Pot-Hai Siguang plant project of the Huawei R&D and Production Project (Phase II) of Huawei Technologies Co., Ltd. The public information shows that the original plan of the project has only one factory, and the adjusted plan has seven buildings, namely software factory, production plant 1, power station, warehouse 1, warehouse 2, warehouse 3, and hydrogen supply station. The total investment of the project is 1.8 billion yuan.
Xinhua III server will use Yangtze River storage flash memory
Recently, Ziguang's Xinhua Group has officially joined hands with Yangtze River Storage to integrate China's top memory chip resources and successfully integrate 3D NAND chip products into server products. Xinhua San said that this time, together with Yangtze River Storage, will introduce Changjiang storage flash memory into the server product line, which will accelerate the integration of Chinese storage chips and servers in application practice, and further promote the iteration of computing products and architecture.
Ziguang Tongchuang won the 2019 “China Core·Excellent Market Performance Product” Award
“The 14th ‘China Core’ Integrated Circuit Industry Promotion Conference” was grandly opened in Qingdao. Ziguang Tongchuang’s self-developed Titan series high-end FPGA product PGT180H successfully won the “China Core·Excellent Market Performance Product” award in 2019.
A total investment of 600 million yuan Shanghai Xinyang launched the second production base project of Hefei High-tech Zone
On the 21st, Shanghai Xinyang Semiconductor Materials Co., Ltd. and Hefei New Station High-tech Industrial Development Zone Management Committee signed the "Shanghai Xinyang Semiconductor Materials Co., Ltd. Second Production Base Project Investment Cooperation Agreement" to start the construction of the second production base project. . According to preliminary calculations, the total investment of the project is about 600 million yuan, covering an area of 115 mu. The project is planned to be constructed in two phases.
Wafer testing and wafer remodeling project signed to Shaoxing
On the 21st, a special promotion of the integrated circuit industry and the protection and utilization of ancient cities was held at the 2019 “Concentric and Yuecheng” conference, and a signing ceremony was held. According to today's Yuecheng report, the conference has reached a total of 23 investment projects with a total investment of 25.8 billion yuan. Among them, the projects signed on site include 10 major investment projects such as wafer testing and wafer reconstitution.
Spreading Taiwan's 5 nanometer version of the A14 single chip has been sampled, but whether Apple is still a dilemma
The news pointed out that the A14 sample of TSMC's 5nm EUV process has been delivered to Apple at the end of September and may be applied to new models in 2020. Some people believe that if A14 directly adopts the 5nm process, it will likely drive the cost up again, and the current capacity and yield are still uncertain, so there is no guarantee that Apple's next-generation single chip will directly adopt the most advanced process technology.
10 billion yuan Changsha encourages the establishment of a new generation of semiconductor industry development investment fund
In order to promote the development of the next-generation semiconductor and integrated circuit industry, the Changsha Municipal Government issued the Notice on Printing and Distributing Certain Policies for Accelerating the Development of Next-Generation Semiconductor and Integrated Circuit Industry in Changsha City. The notice shows that it is encouraged to initiate the establishment of Changsha's new generation semiconductor and integrated circuit industry development investment sub-fund, and the size of the sub-fund can be increased to 10 billion yuan.
Neusoft Carrier plans to invest 50 million yuan to set up a wholly-owned subsidiary in Shunde, Guangdong
On the 22nd, Neusoft Carrier announced that the company intends to set up a wholly-owned subsidiary, Guangdong Neusoft Carrier Intelligent Internet of Things Technology Co., Ltd. (temporary name) with its own funds in Shunde, Guangdong, with a registered capital of RMB 50 million. The subsidiary will continue to expand the market applications of domestic leading SMART chip product lines such as MCUs, security chips, carrier chips, RF chips, and touch chips, relying on the technological advantages of the company's integrated circuits.
Hongwang Semiconductor independently developed APP to obtain computer software copyright. Intelligent detection eMMC, UFS
Hongwang Semiconductor obtained the copyright of computer software issued by the National Copyright Administration of the People's Republic of China. ICMAX has also officially announced an intellectual property (software copyright) - Hongwang Storage Comparison Tool APP Software V1.0, which detects Android mobile phones eMMC, UFS With a revolutionary breakthrough, you can detect the read and write functions of eMMC and UFS in Android without using the old-fashioned method.
South Korea's imports of photoresist from Belgium surged nearly 4.5 times. Estimated enough to fill the Japanese regulatory gap
According to South Korean media reports, Samsung Electronics, SK Hynix and other Korean semiconductor companies are currently introducing semiconductor photoresists (photoresist) from Belgium to successfully fill the gap in raw materials caused by Japanese export restrictions. The Korea Industrial Research Institute survey report pointed out that 77% of Korean companies believe that they will not be affected by the trade conflict between Japan and South Korea.
With the latest LPDDR5 memory Samsung's new flagship processor Exynos 990 debut
South Korea's Samsung announced on the 24th that it will launch the new generation of flagship processor Exynos 990. According to data released by Samsung, the Exynos 990 produced by its own 7LPP process technology has improved compared to the previous generation Exynos 9820/9825.
Arm releases a number of NPUs for the market segment, and the architecture will continue to be licensed to Chinese companies.
On the 23rd, British semiconductor intellectual property (IP) provider Arm introduced a number of products and announced that it will continue to provide authorization support for Chinese companies. Wu Xiong, Chairman and CEO of Arm China, revealed that Arm currently has more than 200 partners in China. The cumulative number of chips sold by Chinese customers based on Arm technology exceeds 16 billion, and 95% of domestic chips are based on the Arm architecture.
Force to block AMD? Intel's new CPU bargaining 50%
Intel previously released the 10th generation Cascade Lake-X CPU, the 18-core flagship version of the "Core i9-10980XE", which costs only $979, which is much lower than the previous generation "Core i9-9980XE" of $1979. Intel explained that they are adjusting prices for high-end video gamers and video creators. However, the industry believes that the price cut is to prevent the AMD market from continuing to increase. AdoredTV disclosed a allegedly a slideshow of the Intel sales conference, which showed that Intel estimates that the company has $3 billion to disrupt competition.
SK hynix develops third-generation 10 nm DDR4 DRAM
On the 21st, SK hynix announced the development of 16Gb (Gigabits) DDR4 (Double Data Rate 4) DRAM for the third generation of 1Z nanometers. This achieves the industry's largest capacity of 16Gb in a single-chip standard, and the amount of memory that can be produced in a single wafer is also the largest in existing DRAM. Compared with the second-generation 1Y products, the production efficiency of the product is increased by 27%, and it can be produced without using the ultra-high-priced EUV exposure process, resulting in cost competitiveness.
Intel sues Softbank for monopoly: accumulating patents only for lawsuits
Intel Corp. recently launched an antitrust lawsuit against Softbank Group, alleging that a subsidiary of Softbank, a Fortune Investment Group, has hoarded a large number of patents and profited through litigation. Intel said that Fort Worth and other companies it controlled had filed a lawsuit against the company, claiming that almost every Intel processor produced since 2011 infringed on the technology patents they acquired from NXP Semiconductors.
Investment and Financing
Shanghai Belling acquires Huada Semiconductor Holdings Co., Ltd.
Recently, Shanghai Belling announced that it intends to acquire 100% of the shares held by Nanjing Weimeng Electronics Co., Ltd. (hereinafter referred to as “Nanjing Weimeng”) by cash payment. Huada Semiconductor holds a 41.33% stake in Nanjing Weimeng and is the largest shareholder and controlling shareholder of Nanjing Weimeng.
China-owned wholly-owned acquisition of the world's third largest semiconductor cutting equipment manufacturer Israel ADT
Advanced Microelectronics (Zhengzhou) Co., Ltd.'s wholly-owned acquisition of Israel's ADT press conference was held in Shanghai, which marked the completion of the acquisition of Israel ADT by Advanced Microelectronics (Zhengzhou) Co., Ltd., and China ADT Company was formally established.
Vail shares $27 million to increase investment in Howell Semiconductor Shanghai
On the 22nd, Vail announced an announcement to increase the capital of its wholly-owned subsidiary, Haowei Semiconductor (Shanghai) Co., Ltd. (hereinafter referred to as “Haowei Semiconductor Shanghai”). According to the company's development strategy, the company invested US$27 million in its wholly-owned subsidiary, Haowei Semiconductor Shanghai. The capital increase is funded in cash, and the source of funds is the company's own funds.
ZTE's 13 billion yuan fixed-income project was approved by the China Securities Regulatory Commission
ZTE intends to issue no more than 686,836,019 A shares to no more than 10 specific investors. On October 21, ZTE received the approval from the China Securities Regulatory Commission on the approval of the non-public offering of ZTE Corporation (Zheng Jian) License  No. 1904), the approval of the company's non-public offering of no more than 686,836,019 new shares, valid within six months from the date of approval of the issue.
Core source micro, Walter shares board IPO meeting
Shenyang Core Source Microelectronics Equipment Co., Ltd. (referred to as "Core Source Micro"), Guangdong Huate Gas Co., Ltd. (referred to as "Huate Shares") two semiconductor related companies have met.
China's chip supply is in short supply, market share is nearly 60% in the Pearl River Delta
China is the world's largest consumer of chips. According to national customs statistics, in 2018, China's total chip imports were 312 billion US dollars, accounting for nearly 60% of the global integrated circuit market size of 500 billion US dollars. As the core area of the national electronic information industry, Dawan District of Guangdong, Hong Kong and Macao consumes 60% of the total imports.
Chen Wei, president of the Guangzhou Semiconductor Association, said: "China's semiconductor chip market share is nearly 60% in the Pearl River Delta. This year and next year, the entire semiconductor chip industry demand is very large, in short supply."
According to the statistics provided by Guangzhou Huangpu District and Guangzhou Development Zone, there are 26 12-inch production lines under construction and under construction in China. After completion, the production capacity will reach 1.11 million pieces/month. Among them, the 12-inch chip production line officially put into operation in Guangdong Development Zone with a total investment of 28.8 billion yuan is the first in Guangzhou and the only production line in Guangdong Province.
Shenzhen's chip industry structure is very obvious, mainly in the chip design industry. According to the statistics of Shenzhen Semiconductor Industry Association, the sales revenue of Shenzhen's semiconductor industry in 2018 was 89.794 billion yuan, of which the chip design industry sales were 75.87 billion yuan, ranking first in the mainland cities for 7 consecutive years. Zhuhai's chip design industry ranked second in Dawan District with sales of 6 billion yuan, ranking eighth in the country.
However, compared with the chip design industry sales, Shenzhen's chip industry still needs to be upgraded. The data shows that the sales of Shenzhen's semiconductor industry in 2018 was about 89.794 billion yuan. Among them, manufacturing sales were about 1.785 billion yuan, accounting for less than 20%.
Hong Kong's chip design industry has also developed rapidly in recent years. In 2015, it ranked among the top 10 fastest growing cities in China's chip design industry. In 2016, it ranked sixth with a growth rate of 34.34%. In 2018, it ranked first with a growth rate of 132.98%.
(Source: Times Weekly)
Qualcomm accounts for more than half of the 5G baseband chip market share
In terms of baseband chip shipments, Strategy Analytics data shows that Q1, Qualcomm, Samsung LSI, MediaTek, HiSilicon and UNISOC (Dexa and RDA) gained the top five revenues in the global cellular baseband processor market in 2018. In 2018, Q1 Qualcomm continued to win market share, ranking first with 52% of baseband revenue. Followed by Samsung LSI, accounting for 14%, MediaTek accounted for 13%.
Company financial statement
Huiding Technology's net profit in the first three quarters increased by 437.22% year-on-year
Huiding Technology, a listed A-share semiconductor company, released its third quarter business report for 2019. According to the report, Huiding Technology achieved operating income of RMB 4.678 billion in the first three quarters, an increase of 97.77% over the same period of last year. The net profit attributable to shareholders of listed companies was RMB 1.712 billion, an increase of 437.22% over the same period last year.
SK hynix's third quarter revenue of 6.84 trillion won net profit margin 7%
On October 24th, SK hynix announced its financial report for the third quarter of 2019 as of September 30, 2019. In the third quarter, SK Hynix's revenue reached 6.84 trillion won, operating profit was 472.6 billion won, net profit was 495.5 billion won, and operating profit margin and net profit margin were 7%. In the third quarter, SK hynix's revenue increased by 6% quarter-on-quarter, and operating profit decreased by 26%.
Ziguang Guowei Q3 revenue of 930 million yuan deducted non-net profit growth of 225%
Ziguang Guoxin Microelectronics released its third quarter earnings report for 2019. Ziguang Guowei Q3's operating income was 930 million yuan, up 41.38% year-on-year; net profit attributable to shareholders of listed companies was 172 million yuan, up 2.54% year-on-year; The net profit of the company's shareholders after deducting non-recurring gains and losses was 157 million yuan, a year-on-year increase of 224.70%.