1. Beijing yuan report breaks one billion four hundred and ten million and sixty-five thousand four hundred and eight new station money to build a factory to predict Q1 of the year after next is enabled in two sides;

2. memory career sells case by Ka Dongzhi 3PlanMeet an emergency;

3. comment: Factory of Nanjing of stage accumulating report is about to measure produce continent generation to be versed in city is occupied rate grab 50% ;

Circle of 8 brilliant produces 4. whole world can demand exceeds supply the trend fears continueing 3 years;

Samsung of big bumper harvest of 5.2017 semiconductor industry ascends a top first;

1. Beijing yuan report breaks one billion four hundred and ten million and sixty-five thousand four hundred and eight new station money to build a factory to predict Q1 of the year after next is enabled in two sides;

Other media reports integratedly, ICTestFirm capital yuan report was in on April 23 be located in build of area of garden of science of Miao Li gong the 3rd workshop, hold gong celebration of 3 plants start building, this is the another new plant that 2 factories added afterwards Suzhou after break ground in March. Beforehand appraise two ground today bright break money of nearly 10.8 billion yuan of new stations two years to add build new plant, book the 1st season was enabled 2020, add kinetic energy to did not grow.

Beijing yuan electric president Li Jingong points out, beijing yuan 2 factories already were in electric Suzhou to began construction in March, willInvestmentRMB 150 million yuan, book next year workshop of the principal part of the 2nd season that finish and clean room, inspect a client to order order demand to begin outfit plane in the 3rd season.

3 plants program is the gong that builds this the one RC of on the ground 5 layer, underground of the layerStructureBuilding, monolayer area is amounted to about 2, 700 level ground, area of total building floor makes an appointment with sixteen thousand three hundred level ground. As a result of gong plant areaProductionEquipmentConfiguration, basically develop with proper motionTestEquipmentGive priority to, prospective new plant depends on demand of disparate test platform, anticipate can add 800 to 1, 000 test equipment.

He emphasizes, the scope of business of gong plant area, cover medium, low rank logic and chip of mixture question mark, video feeling measures component (CIS) , acceleration implement / the component of personal computer report such as gyroscope, face plateDriveICProduct. The battalion that will contain test equipment oneself at present receives contribution to occupy than, already broke through a group amalgamative battalion closes 2 into, battalion receives contribution to occupy increase than will lasting.

Li Jingong expresses, global semiconductor industry is in mobile communication of the Five Dynasties (5G) , artificial intelligence (AI) , of intelligent car and content couplet net push rise, drive contest of report of net of couplet of chip of high speed operation, content, personal computer, mobile communication, report and car to wait for relevant chip with the electronProductTest demand for service increases continuously, integrated component (IDM) the factory also quickens brilliant circle to check appoint outside, client order grows quickly, add chinese mainland to develop semiconductor industry actively also, beijing yuan report also won’t absent.

At present Beijing yuan number of employee of electric whole world has 9 about, 000 much people, county of the chestnut that it is a seedling is the largest enterprise, also be employment of area of gong science garden the company of most employee. Contract will be gained again after anticipating 3 factories enable gong 1, 000 employee, aggregate of 3 factoriesInvestmentNear 30 billion yuan, among them 3 factories cast gongCapitalThe forehead is 10 billion yuan, capital expenditure is 5.5 billion yuan this year.

To Sino-US trade great war, li Jingong expresses, sino-US hair unripe conflict can cause an effect of course to global semiconductor, look at present nevertheless, both sides although at swords’ points, it is swashbuckling only, be not normal, should meet reach consensus, harmonious wind up very quickly. Bypass these elements, beijing yuan report also made very great effort a few this years, client and product are very at present dispersive, the biggest client occupies battalion to receive specific gravity to did not exceed 15% , this suffers an effect degree is small.

He emphasizes, at present the client did not suffer in the United States commerce is affected and change order form, beijing yuan battalion receives report to still can chase Ji Pansheng to the 3rd season this year, boom also is held in the arms this year hold careful and hopeful.

Be faced with to latter Taiwan lack report, the government appeals company division report, he expresses, section report is Beijing all the time yuan electric interior tries hard target, but if the government is compulsive want company division report 5% , beijing yuan report is produced can meet loss 5% , this is huge pressure. He emphasizes, beijing yuan report is in amount to of defray of charge of electricity small, and semiconductor test factory takes electric power seriously very much, electric power is supplied want to stabilize, just do not send have pressure fall bring about machine stage to jump machine.

2. memory career sells case by Ka Dongzhi 3PlanMeet an emergency;

■ antitrust law examines the mainland pendency

The United States that Toshiba issues because of the banner on the west house is electric (career of report of Westing House) nucleus produces loss of forehead harding iron, cause deep-set and financial crisis, and be forced to sell semiconductor subsidiary ” Toshiba memory ” . Invest fund Bain capital by American illicit collect (Bain Capital) get army beautiful day Han is allied, with amount 2 million yen got mark last year, but because card is in the mainland,the checkup of antitrust law closes nevertheless tardy, make Toshiba fails to was finished as scheduled on March 31 trade.

” Japanese economy news ” report, toshiba memory sells the proposal is direct the management that affects Toshiba rebuilds, reason Toshiba at the same time the tendercy of wait-and-see mainland authorities, already began delibrate at the same time many replace case. Toshiba already explained 20 days to main banker, already replaced in research case, have 3 plan at present.

It is mainland authorities will be approved before on May 28, can the agreement with original according to, finish as scheduled trade, toshiba can acquire high specified numberCapital, go up with the investment that grows in stimulative business. Beautiful day Han is allied criterion dominant Toshiba memory manage, toshiba remains 4 into hold, future will decrease stage by stage manage branch.

It is new secondly apply for to examine to mainland authorities. If Bain will pay penalty due to breach of contract on July 1, the right removes active bond, so with a seesaw battle will launch between Toshiba, memoryThe marketthe key that tendercy also will become renegotiate of buyers and sellers.

As a result of the whole world of the smartphoneSaleBackwater, originallyThe marketAuspicious memory demand also is reduced. If Toshiba applies for to examine afresh to mainland authorities, beienke can ask to depreciate to Toshiba 2 million yen.

In addition, want to breed semiconductor to be the mainland of fundamental industry, to there is Korea SK in alliance of beautiful day Han Hailishi’s force also holds cautionary mood. If the mainland is examined,had been illogical, may readjust buys square combination.

Nevertheless, relevant personage thinks, sino-US commerce chafes, the likelihood makes the formalities time that puts forward to be examined afresh is lengthened, by Bain the Toshiba memory of dominant is bought case, may delay 1 year.

■ ” not was not sell cannot ” since cry

Thirdly, it is Toshiba recalls Toshiba memory offers a plan, of course this must pass shellfish favour respect agree. But what carried out amount to make an appointment with 6 one billion two hundred and fifteen million seven hundred and fifty-two thousand one hundred and ninety-two yen in December 2017 as a result of Toshiba is large add endowment, already avoid the crisis that debt exceeds asset, and memory occupies Toshiba again year of business profit 9 into, reason Toshiba has many shareholder people think, “Had not been not sell cannot reason ” . Industrial and commercial times

3. comment: Factory of Nanjing of stage accumulating report is about to measure produce continent generation to be versed in city is occupied rate grab 50% ;

The author produces classics data-base deputy researcher for Taiwan economy academy

Predict the stage accumulated report to reside the mainland firmly as before 2018Brilliant circle generation is versed inFirst of the market, basically be stage accumulating report is excellentMakeTechnology and tallFine rateexpression, obtain the mainland to issue the favour of tourist door continuously, and in May 2018 the stage accumulates report at Nanjing 12 factory begins to guide 16 accept rice will undertake measuring yield, and bit mainland already wrapped factory of the nonofficeholding Nanjing that accumulate report every months to make an appointment with rice of 20 thousand 16 accept to produce can under, reckon the stage accumulated report to be in the mainland 2018Brilliant circle generation is versed inThe city of the market occupies rate general to the opportunity is gone to 50% draw close, pull open the difference with international of the core in ranking the 2nd effectively.

Be aimed at brilliant circle in the mainland apparently during acting labour undertakes importing replacing, the way to deal with a situation that hold a memorial ceremony for of stage accumulating report gives to invest directly comes anticipate the enemy, block its entrance to replace, and Nanjing sets a factory to undertake with solely invested means, can avoid a lot of mainland semiconductor companies and official orgnaization, by means of joint-stock or cooperative means will acquire acting skill of foreign brilliant circleMakeTechnical secret worry.

And in the mainland circle of simple any crystalline substance took the place of 2018 labor market ranks 2, predicting is bibcock of labour of native land generation, in core international, nevertheless city is occupied rate fear hard behead is obtained, advocate if be accumulated electric city to occupy by the stage,lead increase elbow out, add the HKMG of rice of on 28 acceptMake ChengTo 2018 second half of the year only then somewhat behead is obtained, international of the core in causing is prevenient intoMake Chengorder still finite be caused by; Have like that in view of big fund of Chinese integrated circuit the 2nd period will still prop up mainly enterprise of native land bibcock, international of the core in be being added will still hold a memorial ceremony for goes out to dig horn, do one’s best in a large-scale advanced maturity of the breakthrough that makes Cheng, deep ploughing and special make Cheng wait, expand overall produce can wait for strategy, the circumstance that future of international of the core in reason rises abruptly still nots allow to ignore.

In fact, core international is the focus that the market fixes eyes upon as before in, short-term in company certainly will experiences labor pains period, basically be medium core international needs to be faced with maturity to make Cheng Shangping all take the place of labourThe priceDescendent pressure, and the investment of many research and development in pursueing the advanced course that make Cheng and equipment depreciation, choose to be in after all advanced make Cheng go up to be chased quickly.

Especially the pursuant pace on plan of company ongoing hair is continual, expectation realized what amount of risk of 14 accept rice produces to go up to be broken through somewhat first half of the year 2019, especially the company is adjusted update FinFET of 14 accept rice to plan, 3DFinFET the lock that make Cheng is in surely application of chip of high-powered operation, low power comsumption; And anticipation undertakes in mainland government policy raises the price of the commodities continuously during, international of the core in anticipation is main beneficiary beneficiary as before, especially the company bears the weight of thither government to upper reachesBrilliant circle is madedetermination.

In addition, the big plant such as report of GlobalFoundries, couplet, Li Jing, TowerJazz included to be produced newly in the mainland before the bottom 2018 can will measure in succession produce, will be expected to push at the appointed time rise to take the place of in mainland brilliant circle of labor market have rate.

Be worth what carry is, economics person published an article in April 2018, think Zhangzhong seeks president to will retire in June, accumulate report by stage of in control of of continue of Liu Deyin, Home Wei Zhe, and in Zhang Zhongmou president retires in June, stage accumulating report will yield newest the semiconductor that makes Cheng, it is Cheng of 7 pay the metric system namely, will be first time whole world the most advanced chip is made by stage accumulating report, namely stage accumulating report will surmount Intel to make the whole world manufacturer of the most powerful chip, department of main department on business throws mint investment and defray of research and development for a long time, more with exceedingly good brilliant circle mode of carry of acting labour battalion wins out, especially stage accumulating report and client do not have competitive concern.

In fact, if with process of 7 accept rice for, hua Weihai thinks of kylin 980 processor 2018 official capacity of the 2nd season is produced, and accumulate technology of Cheng of 7 pay the metric system by the stageProduction, and processor of application of Apple A12 of second half of the year also accumulated report to undertake solely taking the place of is versed in by the stage as before 2018, additionally Xilinx reachs the application such as high in the clouds to begin to develop in the light of end points, brim carry the product that is based on ACAP, code name is ” Everest, jungfrau ” the product is a money use a stage to accumulate report the ACAP range of products of technology of Cheng of 7 pay the metric system, it is will 2018 put into production of the end of the year.

And Samsung is 2018 second half of the year begins, with Cheng of 7 pay the metric system the quantity produces Qualcomm Snapdragon 855 and processor of Samsung Exynos 9820; whole, in order to show level client cover rate state, cheng of 7 pay the metric system behaved stage accumulating report 2018 still is far excel Samsung.

Circle of 8 brilliant produces 4. whole world can demand exceeds supply the trend fears continueing 3 years;

Face net of global content couplet to apply business chance to erupt greatly, not only order visibility pulled the person that the stage fastens IC to design job apparently 2018 litre, because show network of couplet of stage other people,relevant chip solution uses circle of 8 brilliant to produce in great quantities can, scoop up note two sides round acting factory produces 8 any crystalline substance can utilization rate is fully loaded with, confused calls a 8 factory to produce can will be fully loaded with all the way by 2018, even partial chip industry person anticipate acting labour of circle of 8 brilliant to produce can demand exceeds supply the trend fears continueing 3 years, station of cross-strait brilliant round plant accumulates report, world report of advanced, couplet, medium core and China rainbow semiconductor are expected to last indebted, especially the chip that report of couplet of round factory of old name brilliant has bath fire renascence gradually.

Big plant of global science and technology and net of couplet of other people of investment of confused of business of motion of battalion of each country telecommunication use the market, the person that the stage fastens IC to design job points out, light is the mainland 2, the local government of 3 class city is single second bid proposal, to the stage department IC designs company chipPurchaseDimensions is as high as several 1 million, government of each country of scan widely whole world invests construction of foundation of content couplet net continuously, light is bid proposal market enough lets the Rong Jing that chip demand appears year after year to soar related content couplet net. Money dispatch net

Samsung of big bumper harvest of 5.2017 semiconductor industry ascends a top first;

Consider to point out according to IHS Markit of market research organization, run of global semiconductor market closed 2017 reach 429.1 billion dollar, with 2016 relatively grew 21.7% , long rate of the year’s harvest achieves nearly 14 years new tall. And SamSung also is lending the year’s harvest of 53.6% long rate, the Intel that replaces cicada to connect 25 years (Intel) is become the whole world is the greatest 2017 semiconductor manufacturer.

Advanced in manufacturer of 20 most conductor, SK Hailishi (the battalion harvest long range of SK Hynix) is the biggest, relatively grew 2016 81.2% ; Beautiful optical science and technology (Micron) is resided second, battalion closes relatively grew 2016 79.7% . To this, IHS Markit semiconductorSupply chainAnalyst Teevens expresses, driving demand andThe priceRise, it is enterprise battalion receives what grow considerably advocate because of.

Connect high (Qualcomm) still designs a manufacturer for the biggest IC, memory is the category with the most driving development in semiconductor industry, with battalion received photograph comparing to grow 2016 60.8% , among them DRAM growing range is top, grew 2017 rate amount to 76 % ; NAND Flash is resided second, growing rate is amounted to 46.6% , since achieving memory of these two kinds of IC nearly 10 years, highest battalion receives growing rate. And battalion restrains growth main reason, those who come from insecurity of supply and demand and price rise.

IHS Markit memory and store Craig Stice of senior inspector general expresses, NAND memory technology comes from 2D NAND development 3D NAND, make the market appeared 2017 the state with lopsided supply and demand, also bring about NAND memory to rise in price. Enter nevertheless 2018, 3D NAND already achieved the total production of nearly 3/4 to compare, predict to be able to alleviate SSD and the problem with tight supply and demand of operation unit market, although the price may fall considerably subsequently, 2018 still can be NADA battalion closes one year record-breaking.

The semiconductor industry that does not include memory inside grew 2017 rate for 9.9% , main by entitySaleGrow and come from the demand place with various places, technology and applied powerful fieldDrive. Additionally notable is, the semiconductor that uses at data processing up to the end of the year grew 2017 33.4% , and Intel is bibcock of market of this kind of semiconductor, sales volume is to reside almost second double of SamSung.