This week's market overview:
This week's Shenwan Semiconductor Industry Index fell 4.07%, during the same period, ChiNext Index rose 1.61%, the Shanghai Composite Index fell 0.57%, the Shenzhen Composite Index fell 0.49%, the SME Index fell 1.20%, and Wande All A fell 0.28%. The semiconductor industry index underperformed some major indexes. Among the sub-sectors of semiconductor , the semiconductor manufacturing sector rose 1.6% this week, the semiconductor equipment sector rose 0.1% this week, the discrete devices sector fell 1.7% this week, the semiconductor materials sector fell 2.1% this week, the IC design sector fell 2.3% this week, the packaging and testing sector fell 2.9% this week, and other sectors fell 6.3% this week.
IC design: destocking or continuation, focusing on areas such as automobiles/Internet of Things/Edge computing. In terms of memory chip, Huabang Electric/Wanghong/Nanyake achieved revenue of 7.39/36/4.4 billion NTD , a year-on-year increase of -19%/-16%/-45%. In terms of analog chips, Silicon Lijie/Zhixin achieved revenue of NT$2.08 billion and NT$625 million, a year-on-year increase of 10%/-27%. In terms of main control chip , MediaTek/ Realtek achieved revenue of NT$409/9.79 billion, a year-on-year increase of 1%/2%. In terms of high-speed transmission chips, Purui/Xinhua/Weifeng Electronics achieved revenue of NT$1.76/427/213 million in July, a year-on-year increase of -3%/30%/-24%. In terms of MCU, Shengqun/New Tang/Songhan achieved revenue of NT$495/332/260 million in July, down 20%/5%/52% year-on-year. In terms of RF chips, Wenmao/Hongjieke/Liji achieved revenue of NT$1.37/206/297 million, a year-on-year increase of -38%/-50%/-26%. In terms of display driver chips, Lianyong/Duntai/Jujiu achieved revenue of NT$6.87/636/179 million, a year-on-year increase of -45%/-69%/-51%.
Power devices: New energy demand is strong, and China is actively deploying third-generation semiconductors. In terms of power device manufacturers, Mao Si/Jieli/Fuding/Qianmao achieved revenue of NT$192/19/334/1.11 billion, a year-on-year increase of 10%/-24%/-3%/-9%. In the first half of 2022, the penetration rate of energy vehicles increased, and it grew against the trend with the decline in overall automobile sales. The demand for power semiconductors in pure electric vehicles is several times that of traditional oil vehicles. The cost of power devices has increased significantly compared with traditional fuel vehicles. We are optimistic about the growth momentum brought by new energy vehicles to power devices. At the same time, the third-generation power semiconductors are made of SiC materials as the substrate, which greatly reduces switching losses, and related manufacturers are also competing for layout.
Foundry Packaging Test: Consumer demand may be transmitted upward, and advanced processes/packaging are expected to continue to grow. In terms of wafer foundry, TSMC/UNIC/LIC achieved revenue of NT$1868/248/6.73 billion, a year-on-year increase of 50%/35%/25%. The demand for semiconductor market continued to grow, especially for automotive use and efficient computing. In terms of packaging and testing, Riyueguang/Jingyuan Electric/Licheng achieved revenue of NT$582/32/7.68 billion, a year-on-year increase of 25%/8%/2%.
suggestion to pay attention to:
Risk warning: html l3The epidemic continues to worsen; the upstream supply is insufficient; scientific research progress is lower than expected; demand is lower than expected
html July revenue was affected by the external environment, and weak demand + inventory destocking caused the year-on-year/month growth rate of most companies to decline. In terms of memory chip, Huabang Electric/Wanghong/Nanyake achieved revenue of NT$7.39/36/4.4 billion, a year-on-year increase of -19%/-16%/-45%, both down from the previous month. Affected by the epidemic, customers' willingness to bring goods has decreased. MediaTek's 2022M07 achieved revenue of NT$40.9 billion, a year-on-year increase of 1% and a month-on-month decrease of 20%; Realtek achieved revenue of NT$9.79 billion, a year-on-year increase of 2%. In terms of MCU, Shengqun/New Tang/Songhan achieved revenue of NT$495/332/260 million in July, a year-on-year decrease of 20%/5%/52%. In terms of high-speed transmission chips, Purui and Weifeng Electronics achieved revenue of NT$1.76 billion and NT$213 million in July, down 3% and 25% year-on-year. In terms of display driver chips, the performance of various manufacturers has declined severely. Lian Yong/Duntai/Jujiu achieved revenue of NT$6.87/636/179 million in July, a significant decline in year-on-year, of which 45%/69%/51% year-on-year. In terms of analog chips, Silicon Lijie and Zhixin achieved revenue of NT$2.08 billion and NT$625 million in July, a year-on-year increase of 10% and -27%. In terms of RF chips, due to the downward trend in smartphone market, demand for mobile phone PAs is weak: Wenmao/Hongjieke/Liji achieved revenue of NT$1.37/206/297 million, a year-on-year decrease of 38%/50%/26%. In terms of power devices, the 2022M07 Maosilicon/Jieli/Fuding/Qianmao achieved revenue of NT$192/19/334/1.11 billion, a year-on-year increase of 10%/-24%/-3%/-9%. Silicon carbide-related manufacturers Han Lei and Jiajing achieved revenue of NT$801 million and NT$521 million respectively, a year-on-year increase of 27% and 18%. In terms of wafer foundry, TSMC/UNP/LIC achieved revenue of NT$1868/248/6.73 billion in July, a year-on-year increase of 50%/35%/25%. In terms of packaging and testing, Riyueguang/Jingyuan Electric/Licheng achieved revenue of NT$582/32/7.68 billion in July, a year-on-year increase of 25%/8%/2%.
memory chip: weak demand for consumer electronics and continuous expansion of manufacturers, the price of 22H2 memory chip may fluctuate. In July 2022, Taiwanese memory chip manufacturers performed differently. Among them, Huabang Electric and Wanghong, whose main business is NOR/NAND Flash, achieved performance of NT$7.39 billion and NT$3.6 billion, respectively, an increase of -19% and -16% year-on-year; while Nan Yake, whose main business is DRAM, achieved revenue of NT$4.4 billion, a decrease of 45% year-on-year. Traditionally, the third quarter was the peak sales season for the semiconductor industry, but this year's main force in semiconductor sales was in a low sales trend. According to Statista's data, the sales of memory chips this year are expected to be US$155.5 billion, and this data in 2021 was US$153.8 billion, an increase of only 1.1% year-on-year.1) NOR Flash : NOR flash only accounts for 4% of the flash memory market, but it is one of the fastest growing markets in 2021. According to IC Insights data, NOR's sales in 2021 reached US$2.9 billion, an increase of 63% year-on-year, of which shipments increased by 33% year-on-year and average selling price increased by 23% year-on-year. It is expected that the NOR flash market will grow by 21% in 2022 to US$3.5 billion; taking Macronix as an example, Nor Flash's main growth drivers are applications such as communications, automobiles, industry, and medical care. Warbon Electronics continues to adjust its NOR chip portfolio to increase shipments of high-density solutions while optimizing its mainstream 58nm process manufacturing and transitioning to the newer 45nm process. 2) NAND Flash : According to TrendForce Consulting data, it is expected that the price decline of NAND Flash will expand to 8%-13% in the third quarter, and the decline may continue to the fourth quarter, mainly because the market is already in a state of obvious oversupply; on the one hand, downstream consumer electronic products such as mobile phones, PCs, and laptops may not be prosperous in the second half of the year 22; on the other hand, the rise in the inventory level of manufacturers has posed a supply chain risk, because slow destocking may further aggravate the price decline. In terms of Client SSD, various PC brands are still digesting inventory, and Q3 orders have dropped significantly. In addition, YMTC ( Yangtze Storage ) will expand the shipment of laptop client SSDs in the second half of the year, so it is expected that the decline of client SSD in the third quarter will expand to 8~13%. In terms of Enterprise SSD, the procurement momentum in the second half of the year was lower than that in the first half of the year, mainly due to the overall economic downturn. It is estimated that the price of enterprise SSD in the third quarter will be expanded to 5~10%. 3) DRAM : The demand for client PCs and consumer electronics is weakening. According to TrendForce's survey on the DRAM market, under the pressure of increasing production, Korean manufacturers have significantly increased their willingness to lower prices in order to stimulate shipments. In addition, the supplier's inventory level is still high, so they will sell at a large scale, which exacerbated the decline in consumer DRAM prices in the third quarter from the original estimate of 8 to 13% to 18%. It is worth noting that AMD's upcoming AM5 platform will completely turn to DDR5 memory, and the new generation of Intel's processor is also more inclined to DDR5 memory. The end of this year may be a better time to build a DDR5 memory system.
analog chip: The demand for automotive/industrial control market is still strong, and overseas major manufacturers may gradually ease the short supply and demand trend.
Main control chip: Product competitiveness drives the increase in market share or partially smooths the fluctuations caused by weak consumer market. MediaTek and Realtek achieved revenue of NT$40.9 billion and NT$9.79 billion in July, respectively, an increase of 1% and 2% year-on-year. According to CINNO Research data, China's smart phone SoC terminal shipments in the first half of 2022 were about 134 million, a year-on-year decrease of about 16.9%, and HiSilicon fell by 81.5% year-on-year. The weak demand in the consumer market in Q2 2022 led to a year-on-year increase in sales of smartphones. In the second quarter, China's smart phone SoC terminal shipments were 59.9 million, a year-on-year decrease of about 19.9% and a month-on-month decrease of about 19.4%.In the second quarter, against the background of the reduction in shipments of China's smart phone SoC terminals, MediaTek's market share further increased to 43.3%, an increase of about 8 percentage points year-on-year, while Qualcomm accounted for about 34.5%, a decrease of about 1 percentage point year-on-year. In the first half of 2022, MediaTek accounted for about 42.1% of the smart phone SoC terminal shipment market in China, an increase of about 7 percentage points year-on-year, ranking first. Judging from the data in June, SoC shipments have rebounded, and SoC terminal shipments have rebounded to about 23.2 million units, an increase of about 21.3% month-on-month. Major major manufacturers, MediaTek, Qualcomm, , Apple and HiSilicon, both increased by more than 20% month-on-month. However, year-on-year, the total terminal shipment volume still fell by about 18.6%, of which only MediaTek achieved positive year-on-year growth. MediaTek and Intel announced a strategic partnership in July. In the future, Intel will use the 16nm process (Intel 16) process of Foundry Services (IFS) to continue to make MediaTek's foundry manufacturing chips to continue to make efforts to the high-end market.
High-speed transmission chip: The "East Data and West Calculation" project has led to a growth in server demand and the market has been steadily rising. Among the high-speed transmission chip manufacturers of , Purui, Xinhua and Weifeng Electronics achieved revenue of NT$1.76 billion, NT$427 million and NT$213 million in July, respectively, a year-on-year increase of -3%, 30% and -25%. Xinhua, whose main business is BMC server, performed well, but Weifeng Electronics fell by 12% month-on-month and 25% year-on-year. TrendForce predicts that global server shipments will still increase by 6.5% in the third quarter, mainly due to the continued support of the demand momentum of enterprises to accelerate their access to the cloud after the epidemic. Since the " East and West Calculation " proposed this year's " East and West Calculation " project, a new computing power network system that integrates data centers, cloud computing , and big data is expected to drive the demand of the domestic server market. According to Counterpoint data, global server shipments will grow by 6% year-on-year to 13.8 million units in 2022, and 5G, automobiles and high-performance computing will be the main drivers of cloud service provider data center expansion. Emerging technologies such as
MCU: Consumer products are destocking and the supply of automotive/industrial control MCUs is in short supply. MCU manufacturer Shengqun/New Tang/Songhan achieved revenue of NT$495/332/260 million in July, a year-on-year decrease of 20%/5%/52%. Xintang said that the company has been affected by consumer customer inventory since the second quarter, and related MCU shipments have decreased and are expected to continue to Q3. Despite the high pressure on consumer MCU inventory, automotive/industrial control MCU inventory is still at a healthy level. Songhan also said that downstream laptops and consumer demand has declined significantly, and consumer MCU prices have also declined along with the decline in demand. Now the market is in a period of both volume and price decline, and Songhan's performance will be greatly affected. Consumer MCUs account for the highest proportion in the Chinese market, reaching 26%, making it the largest application of MCUs. It is expected that Chinese MCU manufacturers will suffer the most. The delivery cycles of automotive MCUs, such as Infineon , Renesas, etc. have been postponed to more than 40 weeks. Against the backdrop of the continuous increase in penetration rate of new energy vehicles in the Chinese market, the price increase of automotive MCUs and the tight production capacity of are expected to be maintained. We chose a general-purpose MCU chip from NXP, which is mainly used in automobiles, industrial control, mobile devices and smart homes. We can see that the price bottomed out in January and began to correct the problem after reaching a high in May.
RF chip: Mobile phone PA inventory is still in the adjustment stage, and IoT applications drive the demand for WiFi6 chips. html related manufacturers performed poorly in July. Wenmao and Hongjieke achieved revenue of NT$1.37 billion and NT$206 million in July, respectively, a year-on-year decrease of NT$38% and 50%; RF front-end manufacturer Liji achieved revenue of NT$297 million in July, a year-on-year decrease of NT$26%. In the first half of 2022, affected by the external environment, the decline in smartphone production in mainland China affected the demand for mobile phone PA; taking Wenmao as an example, the company's downgraded capital expenditure for the whole year this year, downgraded from the original plan of 12 billion yuan to about 8 billion yuan. In terms of RF front-end, the view on the future market is positive. 6GHz WiFi has a great performance improvement in broadband and has unique advantages in specific industrial IoT solutions that require high reliability and low latency communication, such as factory robot automation and AGV scenarios. 6GHz WiFi also improves the accuracy of WiFi positioning, allowing WiFi positioning to achieve more accurate positioning functions at long distances.
display driver chip: demand for mobile phones and TV consumer products is weak, and it is expected that the price of Q3 will still be under pressure. Among the display driver chip manufacturers of , Lianyong, Duntai and Juji achieved revenue of NT$6.87 billion, NT$636 million and NT$179 million in July, respectively, down 45%, 69% and 51% year-on-year. The repeated global COVID-19 pandemic and the Ukrainian-Russia conflict bureau have caused inflation to affect weak demand on the consumer side. According to CINNO Research data, it shows that the decline in driver ICQ2 is about 2-8%, and is expected to continue to expand to 4-15% in the third quarter. Market demand for TV, Notebook and Monitor is facing a contraction. At present, the supply and demand relationship in the consumer market has changed, and the inventory level of standard products is relatively high. According to CINNO Research data, the average inventory turnover days of domestic consumer IC design companies increased to 201 days in the first quarter.
power devices downstream demand differentiation, and new energy-related demand is strong. In terms of power device manufacturers of , Mao Si/Jieli/Fuding/Qianmao achieved revenue of NT$192/19/334/1.11 billion in July, a year-on-year increase of 10/-24%/-3%/-9%. Among them, Mao Si was the same as in June, while the remaining manufacturers all experienced a month-on-month decline. In terms of silicon carbide manufacturers, Han Lei and Jiajing achieved revenue of NT$801 million and NT$521 million in July, a year-on-year increase of 27% and 18% and a slight increase of 5% and 1% month-on-month. Maosi benefited from the overflow of orders from IDM factories and diode factories, and the orders received by automotive diode and MOSFET have been in good condition, achieving performance growth. As the demand for IGBTh in industrial and automotive markets is increasing day by day, the back process production equipment of FS IGBT chip shared by Mausil 6-inch and 8-inch has been completed and samples have been started. It is expected that customers will be initially certified in the second quarter, and small-scale trial production will be gradually carried out in the third quarter. Jieli and Fuding's performance has not increased but decreased, and it has been affected by the insufficient demand for consumer laptops, and the noise has also been heard from commercial laptops. After the commercial laptop market entered the second quarter of 2022, noise began to spread. Wistron statistics show that the shipments of laptops in July were about 1.7 million units, a monthly decrease of 26.09% and an annual decrease of 15%. In July, Yingyeda shipped about 1.7 million laptops, a monthly decrease of 10.53% and an annual decrease of 10.53%.
new energy vehicle penetration rate continues to increase, and automotive power devices are expected to continue to benefit. According to data from the Ministry of Industry and Information Technology, in the first half of 2022, the production and sales of new energy vehicles were 617,000 and 593,000 respectively, both increasing by 1.2 times year-on-year, and the market share was 24.5%; among them, the production and sales of pure electric vehicles were 472,000 and 457,000 respectively, an increase of 1.0 and 1.1 times year-on-year; the production and sales of plug-in hybrid vehicles were 144,000 and 135,000 respectively, an increase of 1.8 and 1.7 times year-on-year; the production and sales of fuel cell vehicles were 292 and 245 respectively, an increase of 4.6 and 13.4% respectively year-on-year. From January to July 2022, the production and sales of new energy vehicles were 3.279 million and 3.194 million respectively, both increasing by 1.2 times year-on-year, with a market share of 22.1%. With the accelerated penetration of new energy vehicles and the growing demand, the demand for power ICs represented by MOSFETs and IGBTs continues to drive. MOSFETs are suitable for low-power scenarios and are relatively cheap, while IGBTs are suitable for high-power scenarios and are relatively high-priced.Taking new energy vehicles as an example, medium and low voltage discrete devices represented by MOSFETs are widely used in automotive electric sunroofs, wipers, , airbags, rearview mirrors and other fields. IGBT is mainly used to drive automotive motors after high-power DC/AC inverter; vehicle air conditioning control system; low-power DC/AC inverter; and used as switching components in charging piles. According to the value of semiconductors of FHEV, PHEV, and BEV bicycles, the value of power semiconductors reached US$458.7, which is more than four times higher than that of traditional gasoline vehicles.
New energy vehicle companies accelerate their layout of high-voltage platforms, and strong demand for third-generation semiconductors is also actively making arrangements. As a key component of power control, the most important thing is to improve output efficiency and reduce losses. The new generation of power semiconductors uses SiC as the substrate, which greatly reduces switching losses and improves inverter efficiency. According to Toshiba Electronics' product data, when I replaced the IGBT with an alternative SiC MOSFET, the conduction loss increased from 4.4W to 4.5W. As a comparison, the on- and off losses were significantly reduced, from 3.1W and 6.9W to 2.5W and 1.5W, respectively, and the total loss was reduced from 14.4W to 8.5W, reducing the loss by 41%. SiC MOSFETs achieve high voltage withstand voltage, low on-resistance and high-speed switching characteristics due to their unique characteristics of silicon carbide (SiC) (and its wide bandgap characteristics). Unlike IGBTs, the new device structure does not generate tailing current, which means switching losses can be kept at low levels. In addition to reducing losses, using SiC MOSFETs also has many advantages. SiC MOSFET has excellent operating characteristics in high temperature environments, which simplifies existing heat dissipation measures compared to IGBTs. Furthermore, due to very low switching losses, the system can operate at a higher frequency than the IGBT switches can support. If the switching frequency can be increased, the use of peripheral devices (coils and capacitors ) can be reduced, thereby saving space and cost and giving the product a greater competitive advantage. International IDM manufacturers and domestic IGBT manufacturers are actively deploying SiC business. Infineon has achieved mass production, and Roma SiC power semiconductor market share has reached 20%, which is expected to continue to increase in the future. In China, China Resources Micro, Shilan Micro and Times Electric have already achieved SiC chip production capabilities, and Star Semiconductor, Xinjie Energy and Hongwei Technology have successively raised funds to invest in SiC chip research and development and manufacturing.
Silicon carbide overseas leader Wolfspeed has exceeded expectations, showing high growth in the track. Wolfspeed Revenue in the third quarter of 2022 was US$229 million, a year-on-year increase of 57%. The first quarter of 2023 guided target revenue was US$233-248 million, and the long-term target revenue in 2026 guided to increase by 30%-40% compared with the original expectations, reaching US$2.73-2.94 billion. In 22Q4, the company achieved a record $2.6 billion design-ins, a three-fold increase from its total in the 20th fiscal year. The surge in Design-ins comes from automotive OEMs, tier-1 suppliers and energy customers in the automotive industry. To meet expected surge in demand, Wolfspeed opened its new Mohawk Valley plant in New York in April this year, the world's first fully automatic 200mm silicon carbide plant. The company's current production capacity is still not enough to meet downstream demand. The company believes that once it starts to benefit from the new factory, the profit of will be further improved.
wafer foundry: Consumer chip inventory is adjusted, and demand for automotive and efficient computing is strong. In terms of wafer foundry of , TSMC, UMC and Lijiji achieved revenue of NT$186.8 billion, NT$24.8 billion and NT$6.73 billion respectively, a year-on-year increase of 50%, 35% and 25%. TSMC benefited from the continued growth of 5nm and 7nm process demand in the third quarter. Driven by automotive and efficient computing, it made up for the gap in slowing applications such as mobile phones, PCs and consumer electronics, and revenue from the high-performance computing field increased by 13%. With its leading position in advanced processes, TSMC has increased its revenue outlook this year. Liji Electric's revenue in July 2022 declined month-on-month but increased year-on-year.Liji Electric said that the third quarter performance was affected by customer inventory adjustments, and the demand for three major product lines including HV, niche DRAM and driver IC has entered a correction. capacity utilization rate will be reduced by about 5-10%, and ASP will also decline slightly.
Packaging Test: Post-Moore Times grasps advanced packaging opportunities, and domestic companies continue to make arrangements. Among the packaging and testing manufacturers of , Riyueguang, Jingyuan Electric and Licheng achieved revenue of NT$58.2 billion, NT$3.2 billion and NT$7.68 billion in July, respectively, an increase of 25%, 8% and 2% year-on-year. In the context of the post-Moore era, chips and components of different functions are assembled together through packaging technology to achieve heterogeneous integration. Its innovation lies in the launch of various advanced packaging technologies, which have the advantages of reducing chip design difficulty, convenient and fast manufacturing, and reducing costs. Among them, Chiplet (chip/chip particles/bare chips) has the advantages of design elasticity, cost savings, and accelerated listing. Domestic Tongfu Microelectronics has been fully imported from AMD to Ryzen 7000. Ryzen 7000 adopts the Chiplet chiplet design architecture. In the future, AMD will accelerate the iteration of existing CPUs\GPUs and fully import the Chiplet chiplet architecture.
This week's semiconductor market underperformed some major indexes. This week, the Shenwan Semiconductor Industry Index fell 4.07%, the ChiNext Index rose 1.61%, the Shanghai Composite Index fell 0.57%, the Shenzhen Composite Index fell 0.49%, the SME Index fell 1.20%, and the Wande All A fell 0.28%. The semiconductor industry index underperformed some major indexes.
Semiconductor segments fall more than they rise. Among the semiconductor segments, the semiconductor manufacturing sector rose 1.6% this week, the semiconductor equipment sector rose 0.1% this week, the discrete devices sector fell 1.7% this week, the semiconductor materials sector fell 2.1% this week, the IC design sector fell 2.3% this week, the packaging and testing sector fell 2.9% this week, and other sectors fell 6.3% this week.
This week's semiconductor sector increase The top 10 stocks are: Chuangyao Technology, Tianyue Advanced, Tony Electronics, San'an Optoelectronics, Sound and Optoelectronics, Jialun Electronics, Siruipu, Hongwei Technology, Yake Technology, Lihewei
The top 10 stocks in the semiconductor sector fell this week are: Kangqiang Electronics, Tongfu Microelectronics, Geke Micro, Haiguang Information, Cambrian-U, Jiang Bolong, Qipai Technology, Xinyuan Shares-U, Ruixin Micro, Puran Shares
[Siruipu 688536.SH]
Company announced on August 19, 2022 "Announcement on the Plan for Capital Reserve Transfer to Increase Capital in 2022" . The announcement shows that as of June 30, 2022, Siruipu Microelectronics Technology (Suzhou) Co., Ltd. (hereinafter referred to as the "Company") distributable profit was 1,054,414,544.54 yuan, and capital reserve was 2,567,447,984.87 yuan. According to the resolution of the board of directors, the company plans to convert capital reserves into capital increase in the 2022 semi-annual capital based on the total share capital registered on the date of equity distribution equity registration. The plan for capital reserve conversion to increase capital is as follows: The company plans to use capital reserve to increase 4.9 shares to all shareholders for every 10 shares. As of June 30, 2022, the company's total share capital was 80,235,848 shares. Based on this calculation, the total share capital of the company will increase to 119,551,414 shares after the increase (the specific number of shares converted and the total share capital after the increase is based on the final registration results of the Shanghai Branch of China Securities Depository and Clearing Co., Ltd. after the implementation is completed). In the second half of the year, the company will not pay cash dividends, and will not give bonus shares to .
[Jiulun Electronics 688206.SH]
Company announced on August 19, 2022 "Announcement on Voluntary Disclosure of the Company's List of National Specialized and New "Little Giants" Enterprises" .The announcement shows that according to the "Announcement on the List of Companies Reviewed and Passed by the Fourth Batch of Specialized and New "Little Giants" in Shanghai and the First Batch of Specialized and New "Little Giants"" issued by the Shanghai Economic and Information Technology Commission, Shanghai Jialun Electronics Co., Ltd. was selected as the national "Fourth Batch of Specialized and New "Little Giants" Enterprise Publicity List", and the announcement period for the selected list has ended. The "little giant" enterprises are the best among the "specialized, specialized, specialized, and innovative" small and medium-sized enterprises, focusing on the "vanguard" enterprises with strong market segmentation, strong innovation capabilities, high market share, mastering key core technologies, and excellent quality and efficiency. The company was selected into the national "Fourth Batch of Specialized and New 'Little Giants' Enterprises Publicity List" this time, which reflects the company's full recognition of the company's technological innovation, product performance, market competitive advantages, comprehensive strength and development prospects, which is conducive to enhancing the company's brand image, enhancing the company's comprehensive competitiveness, and playing a positive role in promoting the company's overall business development.
[Ruichuang Micronano 688002.SH]
Company announced on August 18, 2022 "Prospectus for Issuing Convertible Corporate Bonds to Unspecified Objects (Revised Manuscript)" . The announcement shows that the total amount of funds raised for the issuance of convertible corporate bonds to unspecified objects shall not exceed RMB 164,000 (inclusive). After deducting the issuance costs, the funds raised are intended to be used for the following projects: infrared thermal imaging machine project, Arrow Photoelectric Infrared Thermal Imaging Machine Project, Hefei Yingrui Infrared Thermal Imaging Terminal Product Project, Intelligent Photoelectric Sensor R&D Pilot Platform, and Supplementary Working Capital. The total amount of project investment is RMB 110,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000, and supplementary working capital. The total amount of project investment is RMB 110,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000, and supplementary working capital. The total amount of project investment is RMB 110,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,00 The mid-infrared thermal imaging machine project of this fundraising project will further enrich the company's infrared product line, consolidate the market position in the infrared field, enhance the market competitiveness of the company's infrared thermal imaging terminal products, and accelerate the successful transformation of technology. The pilot platform project for the research and development of intelligent photoelectric sensors is committed to the research of new intelligent photoelectric sensor technologies and products such as infrared, laser, microwave, etc., which is conducive to promoting the collaboration and coordination of upstream and downstream of the industrial chain, actively exploring closer cooperation models in design and manufacturing, and further consolidating and enhancing the company's market position in the field of optoelectronics. The company's fundraising project of the company's investment project of convertible corporate bonds to unspecified objects will further enhance the company's technical strength and industrialization capabilities in the field of infrared thermal imaging, which is of great significance and effect to promote the creation of the domestic infrared imaging ecological industrial chain, enhance the status of my country's infrared imaging industry, and promote the healthy and sustainable development of my country's infrared optoelectronics, especially infrared imaging industry. The pilot platform project for the research and development of smart photoelectric sensors will enhance the company's market position in the smart MEMS sensor industry chain, promote the development of new materials, new technologies, new devices and new applications with market competitiveness, and enhance the competitiveness of Chinese technology companies in the field of photoelectric sensors.
[Fudan Microelectronics 688385.SH]
Company announced on August 18, 2022 "Announcement on the Voluntary Progress Notice of the Holding Subsidiary Hualing Co., Ltd.'s Public Issuance of Stocks to Unspecified Qualified Investors and Listing on the Beijing Stock Exchange" . The announcement shows that Shanghai Hualing Integrated Circuit Technology Co., Ltd., a controlling subsidiary of Shanghai Fudan Microelectronics Group Co., Ltd., is a listed enterprise in the national small and medium-sized enterprise share transfer system. The securities abbreviation: Hualing Co., Ltd., stock code: 430139. The company holds 50.29% of Hualing shares. Hualing Co., Ltd. is applying for public offering of shares to unspecified qualified investors and listing on the Beijing Stock Exchange.
[Qipai Technology 688216.SH]
Company announced on August 18, 2022 "Repurchase Report on Repurchasing Company Shares through Centralized Bidding Transactions" .The announcement shows that the shares repurchased this time are intended to be used in employee stock ownership plans or equity incentives at appropriate times in the future, and will be transferred within three years after the share repurchase results and share change announcement; if the company fails to use the repurchased shares within three years after the share repurchased results and share change announcement, the repurchased shares that have not yet been used will be cancelled. The total amount of funds for this repurchase of shares shall not be less than RMB 25 million (inclusive) and shall not exceed RMB 50 million (inclusive). Based on the upper limit of the repurchase price of RMB 34.00 per share, the number of shares repurchased by the company this time is approximately 735,295 shares to 1,470,588 shares, accounting for approximately 0.69% to 1.38% of the company's total share capital.
[Shengbang Co., Ltd. 300661.SZ]
Company announced on August 17, 2022 "Announcement on the First Grant of 2022 Stock Options to Incentive Objects" . The announcement shows that the incentive tool for this incentive plan: stock options, target stock source: the company targeted issuance of company A-share common stocks to the incentive targets. The first part of the exercise price was granted: RMB 133.00 per share. The incentive targets are senior management personnel, core management personnel and core technical (business) backbones who serve in the company (including subordinate branches and subsidiaries) when the company announces this incentive plan (excluding independent directors and supervisors, and do not include shareholders or actual controllers and their spouses, parents and children who hold more than 5% of the company's shares individually or in total).
Samsung will build a new semiconductor chip research center and invest 20 trillion won by 2028. Samsung announced that it has begun to build a new semiconductor chip research and development center. Samsung will invest 20 trillion won in this facility by 2028; Samsung's new semiconductor factory will cover an area of 109,000 square meters, and play the role of the company's key research base in the semiconductor research and development fields such as fab system semiconductor design, foundry and memory. This dedicated semiconductor R&D line will be put into use sometime in 2025. Samsung's chip division has made a significant contribution to the company's success over the past few years, especially chip shortages since the COVID-19 pandemic. It contributed 2/3 of the company's operating profit in the second quarter of 2022. Samsung recently began mass-producing the world's first 3-nanometer chips. (Semiconductor Industry Network)
is deployed in the third generation of semiconductors, and Guoxing Optoelectronics plans to acquire 99.88% of Fenghua Xindian's equity for 269 million yuan. Semiconductor Industry Network learned: On August 12, Guoxing Optoelectronics announced that the company plans to acquire 99.87695% of the equity of Guangdong Fenghua High-tech Co., Ltd. held by Guangdong Fenghua Xindian Technology Co., Ltd. for approximately RMB 269 million. Fenghua Xindian is a national high-tech enterprise specializing in the research, development, production and sales of semiconductor discrete devices and integrated circuits. Its products are mainly used in lighting circuits, consumer electronics, computers, communications and telecommunications, industrial automation systems, automotive electronics and other fields. Guoxing Optoelectronics pointed out that this equity acquisition can enable the company to quickly enter the compound semiconductor packaging and testing process, promote the company's rapid development on the new track, achieve chain supplement and strengthen chains in the semiconductor field, and strengthen the third-generation semiconductor business. In fact, the third-generation semiconductor is one of the important directions for Guoxing Optoelectronics' forward-looking layout. In 2021, Guoxing Optoelectronics has successfully launched three series of products: SiC power discrete devices, SiC power modules, and GaN devices. In addition, Guoxing Optoelectronics Corporation Guoxing Semiconductor has already reserved related technologies for silicon-based GaN chips. (Semiconductor Industry Network)
The epidemic continues to worsen, the upstream supply is insufficient, the scientific research progress is lower than expected, and the demand is lower than expected.
The above content comes from Pan Ming team of the electronics industry of Tianfeng Securities Research Institute.
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