First of all, congratulations to Zhilu Capital for winning another round. However, the semiconductor industry chain is very long: from design and manufacturing to packaging and testing, and there are many upstream steps such as equipment and materials. What does winning the packa

European Technology:

According to Jiwei.com’s official Weibo report on December 1, : The world’s largest semiconductor packaging and testing group Sun Moonlight Group officially announced today that it will transfer four of the group’s foundry companies in mainland China. The factory and its operations were sold to Wise Road Capital.

First of all, congratulations to Zhilu Capital for winning another round, but the semiconductor industry chain is very long : from design and manufacturing to packaging and testing, there are many steps upstream such as equipment and materials. What does winning the packaging and testing factory this time mean? ? What's the story behind this?

The acquiree, ASE Group, was founded in 1984 and is headquartered in Kaohsiung City. Its global operating bases include Taiwan, Singapore, mainland China, the United States and many major European cities.

provides testing services for chip front-end testing and wafer packaging, so ASE has established its base next to wafer foundries, professional electronics foundries (EMS) and outsourced design and manufacturing (ODM) companies in various places. , it seems that the sale of the mainland factory by ASE Group is not a temporary hothead, but should be a decision made after careful consideration.

The acquisition of Fangzhi Road Capital is a professional investment management institution with rich practical experience in global intelligent and market-oriented management. ’s acquisition of ASE’s factories in mainland China was also achieved overnight by seizing the opportunity, which will have a relevant impact on the chip industry.

Why did Sun Moonlight Group sell its factories in mainland China? The author believes that this is directly related to the gradual revitalization of the chip packaging and testing industry in mainland China.

As of the second quarter of this year, TrendForce statistics show that among the top ten chip packaging and testing manufacturers in the world, only the second-place Amkor is an American company, and 26 of the remaining 9 companies are from Taiwan, China. Of the companies, 3 are companies from mainland China.

In the past few years, mainland chip packaging and testing manufacturers were still hovering around 10th in the rankings. Now they have passed the "childhood", and has grown into "teenage" that can compete with large-scale groups such as ASE for market share. In just a few years of , the growth rate of domestic chip packaging and testing manufacturers can be described as a qualitative leap to . Such progress has greatly exceeded the industry's predictions for domestic manufacturers.

In order to be able to check and balance with mainland manufacturers, ASE had to sell "marginal" factories with weak relationships, and used the funds from the sale of factories to invest in the research and development of new technologies. After ASE sold the mainland factory this time, its business with the mainland also produced With the friction of microsecond , everyone is waiting to see how it will be laid out next.

Industry insiders analyzed: predicts that such transactions will occur in the future, such as the sale of Intel and TSMC factories in mainland China. Zhilu Capital will still play a transitional role in this process. will eventually sell the factory after it takes over. To state-owned capital enterprises like China Wafer.

The author predicts that Zhilu Capital, which acquired the packaging and testing factory this time, will eventually sell it to the Chinese packaging and testing company . The development process of China's packaging and testing industry urgently needs the strong backing of state-owned capital like Zhilu Capital. , Only in this way can we cause the domino effect of and , allowing more companies with national sentiments to participate.

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