"Science and Technology Innovation Board Daily" reported on the 14th that the main contents of today's Science and Technology Innovation Board Evening News include: SEMI predicts that global fab equipment expenditure will reach 98 billion US dollars in 2022; Mindray Medical plans

"Science and Technology Innovation Board Daily" reported on the 14th, The main contents of today's Science and Technology Innovation Board Evening News include: SEMI predicts that global fab equipment expenditure will reach 98 billion US dollars in 2022; Mindray Medical plans to repurchase the company's shares for 1 billion yuan; Shanghai The silicon industry’s net profit in 2021 is expected to increase by 57%-69% year-on-year.

Newsletter:

[Hot Spot Focus]

TSMC: 3-nanometer chips are expected to be mass-produced in the second half of the year

TSMC held an online corporate briefing on the afternoon of the 13th. President Wei Zhejia said that the 3-nanometer process is progressing on schedule and will be mass-produced in the second half of this year. The 3nm process will be mainly used in high-efficiency computing and smartphone fields. It is expected that 3nm will be another large-scale generation process after 5nm. In response to strong demand for special processes such as image sensors and non-volatile memory, TSMC will expand its 28nm process production capacity in mainland China, Taiwan, and Japan.

SEMI predicts that global fab equipment spending will reach US$98 billion in 2022

The International Semiconductor Industry Association (SEMI) recently announced the latest global fab equipment spending forecast report. The report points out that total global front-end wafer fab equipment spending will increase by 10% in 2022 compared with 2021, exceeding a record high of US$98 billion, marking another three consecutive years of growth.

Mindray Medical: Plans to repurchase the company's shares for 1 billion yuan

Mindray Medical announced that the company plans to use its own funds to repurchase some of the company's public shares through centralized bidding transactions. The shares repurchased will be canceled in accordance with the law and the registered capital will be reduced. . The total amount of repurchase funds is 1 billion yuan, and the repurchase price shall not exceed 400 yuan/share.

Silicon wafer prices stabilized and rebounded this week

This week, the price range of M6 monocrystalline silicon wafers (166mm/165μm) was between 4.95-5 yuan/piece, and the average transaction price dropped to 4.97 yuan/piece, with a week-on-week increase of 0.4%; M10 single The price range of crystalline silicon wafers (182 mm/165μm) is 5.85-6 yuan/piece, and the average transaction price has increased to 5.87 yuan/piece, with a week-on-week increase of 2.09%; the price range of G12 monocrystalline silicon wafers (210mm/160μm) is 7.70 yuan/piece. -7.80 yuan/piece, the average transaction price dropped to 7.72 yuan/piece, a week-on-week decrease of 7.77%.

Depth:

After the shock of lithium carbonate "flash crash", what is the future direction of spot quotation?

Power battery factories "organize groups to buy mines": Lithium shortage is still a concern, and the increase in terminal volume has become the focus of attention

Is there still a shortage of semiconductor production capacity in 2022? TSMC’s answer: Spending US$40 billion to expand production and also undertake IDM outsourcing orders

Sansheng Guojian is expected to turn around losses in 2021. Its core products will achieve “price for volume” driven by both production capacity and market.

The first launch has been through the initiative of Ziguang Lighting in the past year When will the withdrawal of 12 investors including Shenzhen Hi-Tech Investment be safe? The industrialization of

sodium batteries is in progress: New technologies from Ningde era have emerged, and competitor projects have also started.

’s stock price continues to fall. Two stability maintenance announcements were issued in one month. What happened to Kangfang Biotechnology?

Four stocks of new crown detection issued announcements: Overseas demand has been verified, some are actively expanding production, and some are warning of risks...

[Science and Technology Innovation Board Announcement]

Otway: Net profit in 2021 is expected to increase by 110%-120% year-on-year.

Otway Announcement, The net profit in 2021 is expected to be 327 million yuan-342 million yuan, a year-on-year increase of 110.16%-120.14%. The advantages of the company's core products, ultra-high-speed large-size string welding machines and silicon wafer sorting machines, have been further enhanced, and the main business income has increased significantly.

Shanghai Silicon Industry: Net profit in 2021 is expected to increase by 57%-69% year-on-year.

Shanghai Silicon Industry announced that the net profit in 2021 is expected to be 137 million yuan-147 million yuan, a year-on-year increase of 57.42%-68.91%. Mainly due to the strong demand in the semiconductor market in 2021 and the gradual release of the company's production capacity, the company's sales have increased significantly.

Yirui Technology: It plans to issue convertible bonds to raise no more than 1.435 billion yuan

Yirui Technology announced that it plans to issue convertible bonds to raise no more than 1.435 billion yuan, which will be used for new detectors and scintillator material industrialization projects and digitization. X-ray detector key technology research and development and comprehensive innovation base construction project.

VeriSilicon: Vice President and core technical staff Qian Zhehong resigned

VeriSilicon announced that Qian Zhehong, the company's vice president and core technical staff, recently submitted his resignation to the company's board of directors due to personal reasons, resigning from his position as vice president and design IP business. He has held the position of general manager of the department and has completed the resignation procedures.After his resignation, Qian Zhehong no longer holds any position in the company. At the same time, the company recognized Vice President Wang Zhiwei as the company's core technical personnel.

[Issuance Review News]

html The review status of 114 companies planning to be listed on the Science and Technology Innovation Board has been updated

As of press time, a total of 713 companies' applications for listing on the Science and Technology Innovation Board have been accepted, and the review status of 14 companies has been updated. Among them, 6 companies including Qingyue Technology, Yifang Biotechnology, and Sinosteel Luonai have made inquiries; the listing committee meetings of Longda Technology and Zhongke Lanxun passed; Tuojing Technology has been suspended, and Liansoft Technology has been terminated; Rongchang Biology, Huaqin Technology, The registration of 4 companies including Gelingshentong is effective.

[Venue for venture capital]

Fruit Health received tens of millions of yuan in Pre-A round of financing

Tianjin Fruit Technology Co., Ltd., an intelligent medical and health innovation company, announced the completion of tens of millions of yuan in Pre-A round of financing, funded by Fosun Health and Challenger Capital Leading the investment, followed by Gimpo Investment. It is reported that this round of financing will be mainly used for marketing, new product research and development and talent introduction.

Rotex received tens of millions of yuan in Series A financing

Flexible Core Cloud (Zhuhai) Technology Co., Ltd. (Rotex), which focuses on the development of flexible bioelectronic technology products, has completed tens of millions of yuan in Series A financing, led by Yahui Investment, Hillhouse Investment, Hainan Mangao and HiLai New Ventures also participated in the investment. This round of funds will be mainly used to develop innovative products based on flexible bioelectronics technology, expand and add medical-grade and non-medical-grade production capacity, and promote multiple products under development in the field of medical beauty to enter product registration and clinical research.

CICC Capital leads the investment Huituo completes nearly 300 million yuan in Series C financing

Smart mining service provider Huituo announced today that it has completed nearly 300 million yuan in Series C financing, setting a record for the largest single financing in the industry. This round of financing was led by CICC SAIC Emerging Industry Fund, a subsidiary of CICC Capital. Yuexiu Industrial Fund and Bohai Zhongsheng Fund, a subsidiary of Bank of China International, jointly participated in the investment. Hanergy Investment continued to serve as the exclusive financial advisor.

West Lake Omi completed hundreds of millions of yuan in Pre-A round financing

West Lake Omi (Hangzhou) Biotechnology Co., Ltd. completed several hundred million yuan in Pre-A round of financing. This round of financing was jointly led by Yifeng Capital and old shareholder Hillhouse Ventures. Mi Fang Capital, old shareholders Gaorong Capital and Xihu Science Venture Capital also participated in the investment, and the financing funds will continue to promote the research and development of protein spectrum-driven in vitro auxiliary diagnostic (IVD) products and AI pharmaceutical products.