Indebted at metallic oxide semiconductor field effect transistor (MOSFET) market is hot, Brilliant circle generation is versed inFactory flourishing of free of luxuriant silicon outstanding achievement, luxuriant silicon shows level order to queue up greatly, produce can be fully loaded with, the order that comes out to have many 10 at present is queueing up. Course of study person point out, the boom condition with current MOSFET, can says is 20 come for years optimal.

As we have learned, at present 6 produce per month luxuriant silicon can exceed 57 thousand about, already was fully loaded withProduction, but demand is ambitious at furnishing, show level to still about 120 thousand reach 130 thousand, the order that approximates 2 months is queueing up. This company basically is in charge of acting labour MOSFET and 2 extremely bodyProduct, at present with formerProductionThe volume is higher, order queueing up with 2 extremely style is more.

Course of study person express, because of integrated componentMake(IDM) the factory already was added without enlarge in last few years relevant produce can, and its mostly main attack gross profit leads the high gross profit in 40 ％ aboveProduct, so gross profit leads relatively inferior productThe market, the manufacturer that fastens by stage department and land carries on.

The MOSFET plant with Taiwan main area, include outstanding force, old medium, Nikesen, rich vessel, additional, there also is partial photograph to involve a product south honest.

Outstanding achievement is a season of outstanding force the history is new tall, amalgamative in April battalion closes before accumulative total it is 444 million yuan (new station money, similarly hereinafter) , year add 7 into, do not pass this company and go up without toneThe price, adjust product combination however. Big in amalgamative in April battalion closes before accumulative total it is 751 million yuan, year add about 4 into.

Additional, season of Fu Ding head closes because of increasing subsidiary run newly, amalgamative in April battalion closes before accumulative total it is 786 million yuan, year add about 5 into. EPS of season of Ke Sen head is the Buddhist nun 0.35 yuan, amalgamative in April battalion closes before accumulative total it is 789 million yuan, year add even more to be become.

Although MOSFET market heats up subsidiary channels in the human body through which vital energy, the person that do not pass line of business also bears price of round be in short supply of upriver silicon brilliant rises, and acting labour produces the pressure that can be critical, if quote can carry report to the client stage by stage, interest rate of ameliorable wool and gain profit expression.

Rub Er law appears major breakthrough. Foreign capital newest report expresses Magendatong, semiconductorEquipmentFactory Ai Si rub Er (ASML) affirm 1.5 accept riceMake Chengexpansibility, prop up rub Er law continues to 2030. Heavyweight analyst anticipates consistently, stage accumulating report and SamSung are new round of armament race will leave dozen, and withMake ChengA banner a stratagem which ensures success that accumulate report is greater.

Rub Er law is to show semiconductor makes Cheng every 18 months, can advance a for generations. Because transistor is done more,heal line of small, circuit is broad narrower and narrower, already reached physical limit almost, cause industry for a time careladen semiconductor is advanced make Cheng will face the problem that cannot continue to upgrade.

Cereal of Ha Ge of director of department of research of industry of science and technology points out Magendatong, ai Si rub Er is sturdier rub Er is mensurable but outspread to 1.5 accept rice, supportive semiconductor industry grows at least to 2030.

In addition, ai Si rub Er will be in 3 accept rice and more advanced make Cheng Cai use tall numeric aperture (NA) optical system; Past Ai Si rub Er is development NA system, buy Germany to block Cai Si semiconductor of subsidiary of Er Cai department. Foreign capital encircles a message to confirm further nowadays, ai Si rub Er will extend the following technology of 3 accept rice.

Group of different Kang Ji and blueness encourage capital presiding and advisory Yang Yingchao is unscrambled, ai Si rub Er technology progress is semiconductor industry is broken through greatly, advantageous and whole big industry. And the station that already opened dozen of armament race in Cheng of 7 pay the metric system accumulates report and SamSung, progress of a battle will be more intense.

Substance Capital copartner and fund handler Chen Huiming point out, the stage accumulates electric energy to maintain industrial bibcock position, those who lean is to make Cheng progress ceaselessly, because of this Ai Si rub Er begins Cheng of 1.5 pay the metric system, stage of not only interest accumulates report to consolidate advantage, “Be opposite the first the most advantageous ” , also alleviateThe marketBe anxious originally, the technology that make Cheng cannot be broken through below, gulesSupply chaintry hard to catch up.

The stage accumulates electric program, guide extremely ultraviolet light (EUV) aggrandizement edition meets 7 accept rice to be produced at be being measured next year; Total number uses the smooth 5 accept rice outside extremely violet light, can measure 2020 produce. Economic daily

Week of beautiful optical science and technology a dish hind go up greatly nearly 4% , the department announces to will cooperate with Intel because of this companyMakeUse at shining to putDriveImplement with next generation chip inside digital camera.

Beautiful light will with Intel coact, use technology of new 4 Bits/cell NAND to make, this technology aux will be able to lets grain density achieve 1 Tb, make this chip will become the density on the world to shine highestly put.

Beautiful light expresses, use the solid state hard disk of QLC NAND technology, will begin companionate to client and commerce shipment, predict this year when autumn, beautiful light can finish enlarge to produce namely, enlarge shipment.

Another message is, beautiful light will be redemptive share of 10 billion dollar.

Zhou Yi trades time beauty has closed solely go up 3.9% , the season of the 3rd money that because this company is increased,ended in May anticipates. At present beautiful light anticipates battalion of season of the 3rd money stops take to heart at 7.7 billion to 7.8 billion dollar, of more previous estimation 7.2 billion pull to range of 7.6 billion dollar tall.

Beautiful light share price already rose this year nearly 35% . The response of Intel share price is lukewarm a lot of. Net of go smoothly harding iron

In the times that everythings on earth is about to be linked together, the generation of mass data drives data center build place flourishingly. 5-10 of scan widely future year, data bulk will continue to show multiple to grow, take seriously tall transmit, low defer and vast region connective 5G, and brim operation (Edge Computing) apply will become decisive technology, lead an intelligence the development of science and technology. In this foundationFrameworkBelow, the memory inside TrendForce puts research (DRAMeXchange) points out, besides various processing the demand of chip and sensor will appear erupt the gender grows outside, act operation to handle (DRAM) and information store (the memory demand of NAND) function also will be added continuously lukewarm.

In 5GFrameworkBelow, besides communicationEquipmentOr hold facility, city of family of car of intelligence ranginging from… to… , intelligence, intelligence, arrive other omnipresent intelligent equipment, but indebted at 5G network more extensive and the concentrated service that connect a line. And limit operation adds an operation layer between traditional high in the clouds and terminal unit, the help picks take, filter, collect whole hand-in-hand travel to analyse information immediately, make to equipment end respond to instantly, place know exactly about sth occupies leave out to upload the trival program to high in the clouds, the time that also reduces data to transmit place to arise at the same time is given delay store with dataCost, besides supplementing each other with 5G technology, carry the study operation of AI, data processing will take the lead in be being finished in end points, in order to provide more high grade consumer experience.

Wu Yating of assistant manager of DRAMeXchange senior research points out, the pursuit of speed of high frequency wide, expensive operation, or save report and durability think, also or be a product is dispersive with diversity demand, it is the task that the place on prospective memory development will face. Besides, make Cheng already approached physical limit as a result of what produce memory, if the supplier wheres of future 5 to 10 years be in continuously “Cost Down ” technical innovation is managed below pressure, also will make the challenge before tremendous business chance comes.

In DRAM domain, indebted build place at the abidance of data center, in recent years the shipment volume of server memory is climbed considerably litre, growth rate surmounts memory of type of mainstream product action. DRAMeXchange beforehand appraise, in future two arrive 3 years inside, server memory will surmount action type memory, make the main trend that feeds goods and demand. And the technical equipment that requires as a result of IoT place will mature gradually, demand of the Leakey that measures on behalf of Xiaorong memory also will increase continuously; Although stand-alone carries capacity on the low side, but because product diversity is tall, predict to also will use up impressive industrial brilliant circle to produce can.

And in NAND Flash domain, drive intelligence to drive family, automatically as 5G for generations wait for burgeoning domain to develop continuously, the terminal product amount that has computational capacity anticipates can apparent promotion, the shipment of NAND Flash product in also be being driven accordingly increases. Will for a long time look, amount of EMMC/UFS product shipment promotes the most possibly significantly. And wait for demand like note computer, smartphone in the light of mainstream consumer goods, because data raises in great quantities, other 0 component norms is dovish promotion, add NAND Flash supplier in succession enlarge is produced and making Cheng go up to progress ceaselessly, every unit capacityThe priceIn future two to still have inside 3 years comparative to drop considerably space, DRAMeXchange thinks, this will conduce to memory capacity be being pushed continuously litre, do not meet go no further at existing 256/512GB.
MoneyDJ

On May 22 evening,
North China is achieved issue announcement, the company reachs wholy-owned subsidiary north China achieves microelectronics to receive Beijing classics to believe that day appoint the national science and technology that accuses an appropriate of finite liability company through Beijing electron is great and special capital of local government form a complete set is total two hundred and nine million seven hundred and eighty thousand yuan. Afore-mentioned governmental allowance predict to won’t affect total of the profit before 2018 year tax of corporation.

Circumstance of specific project allowance is respectively:

1, ” 45-32nm LPCVD equipment industrialization ” project

Basis ” great dimensions integrated circuit makes equipment and whole setCraft” special executive governmentThe officeAllot ” about 02 special the announcement of give an official of project approving of 2011 year project ” [ZX02[2011]003 date] reach its accessory, north China is achieved assumed national science and technology great and special ” industrialization of 45-32nm LPCVD equipment ” project, the project is carried out period 6 years (2011 – 2016) . This second, north China is achieved receive fund of local government form a complete set 2, 3.28 million yuan.

2, ” plasma engraves 14nm stereo bar corrode machine research and development reachs industrialization ” project

Basis ” great dimensions integrated circuit makes equipment and whole setCraft” special executive governmentThe officeAllot ” about 02 special give an official of project approving of 2014 year project and the announcement that fulfil funds of local form a complete set ” [ZX02[2014]018 date] reach its accessory, north China achieved microelectronics to assume national science and technology great and special ” 14nm is stereo plasma engraves bar corrode machine research and development and industrialization ” project, the project is carried out period 4 years (2014 – 2017) . This second, north China achieves microelectronics to receive fund of local government form a complete set 9, 4.23 million yuan.

3, ” system of deposit of 28-14nm atom layer (ALD) product research and development and industrialization ” project

Basis ” production equipment of great dimensions integrated circuit and whole set craft ” office of special executive government allots ” about 02 special the announcement of give an official of project approving of 2015 year project ” [ZX02[2015]018 date] reach its accessory, north China achieved microelectronics to assume national science and technology great and special ” system of deposit of 28-14nm atom layer (ALD) product research and development and industrialization ” project, the project is carried out period 4 years (2015 – 2018) . This second, north China achieves microelectronics to receive fund of local government form a complete set 4, 8.11 million yuan.

4, ” compositive equipment research and development reachs room of antrum of 14-7nm CuBS much craft industrialization ” project

Basis ” production equipment of great dimensions integrated circuit and whole set craft ” office of special executive government allots ” about 02 special the announcement of give an official of project approving of 2016 year project ” [ZX02[2016]008 date] reach its accessory, north China achieved microelectronics to assume national science and technology to weigh three-year institution of higher learning ” research and development of compositive equipment of room of antrum of 14-7nm CuBS much craft and industrialization ” project, the project is carried out period 4 years (2016 – 2019) . This second, north China achieves microelectronics to receive fund of local government form a complete set 4, 4.16 million yuan.