1. China's first national micro-double authentication storage host control chip GK2301 released
Recently, Guoke Microelectronics officially launched the first GK2301, the second national storage micro-control chip of China Science and Technology, which has obtained the dual certification of China Information Security Evaluation Center and National Cryptographic Administration, and has its own independent intellectual property rights, including Zhejiang Dahua. The use of partners such as Aerospace 706, winning kylin, and Shenzhen Shanyan are currently in small-volume supply and are expected to be shipped in volume next year.
Set micro-review: It seems that the current Yangtze River storage flash package has the controller of the National Science Micro.
2. The former Chief Operating Officer of COF Technology (COO) Zhu Shangzu officially joined Xiaomi
On November 21, Xiaomi Company announced that Zhu Shangzu, the former joint chief operating officer (COO) of MediaTek, officially joined Xiaomi as a partner of Xiaomi Industry Investment Department. Zhu Shangzu is another heavyweight talent introduced by Xiaomi Industrial Fund after Sun Changxu and Pan Jiutang.
Episodes: It seems that the previous biography is not empty. Xiaomi has always attracted all kinds of talents, but it may not be good news for Qualcomm.
3.2017 global semiconductor factory revenue ranking, Samsung surpassed Intel for the first time
IC Insights survey pointed out that Samsung's revenue this year is estimated to reach 65.6 billion US dollars, with a market share of 15%, will squeeze out Intel and become the world's largest semiconductor factory. This will be the first time that Intel has been the leader in the semiconductor industry since 1993, and it has surrendered the title for the first time. MediaTek will be squeezed out of the top ten this year with the rise of memory and artificial intelligence (AI).
Set micro-review: As long as the memory does not switch to the off-season very quickly, Samsung's first probability of staying next year is still very large.
4. SK hynix is ​​the number one in the US to apply for memory patents
According to Korean media reports, the statistics of the Korea Patent Office (KIPO) show that from 2011 to 2015, SK hynix, the memory design, manufacturing and packaging technology patent applied for in the US, ranked first with 2,594, in the fourth quarter. The 72-layer 3D-NAND was introduced into mass production and became the main growth force in 2018.
Set micro-review: next year, including Yangtze River Storage, Fujian Jinhua, Hefei Changxin and other mainland memory manufacturers into the trial production stage, but many insiders are predicting that the second half of next year to the next year, the memory industry may enter the next wave of off-season, mainland manufacturers not only Faced with technical barriers to change, but also facing the industry's off-season, many industry insiders predict that the mainland memory industry will not be enough to have a huge impact on the current global landscape within three to five years.
5. Orient curve cross-border mergers and acquisitions
After planning for more than five months, Orient's acquisition of Hefei Ruicheng Industrial Investment Co., Ltd. (hereinafter referred to as Hefei Ruicheng) finally failed. Orient issued a notice on the termination of major assets restructuring on November 18, and agreed to terminate the major asset restructuring. According to previous announcements, the company originally planned to purchase assets of 100% equity of Hefei Ruicheng, Hefei Ruicheng registered capital of 6.654 billion yuan, the main operating assets are Ampleon in the Netherlands. This is the second failure of Orient's recent capital operation.
Set micro-review: Reorganization is not successful, many mainland IC companies will choose to go public.
6. Heavy! No longer "lack of core and less soul", China's "nuclear high base" has made significant progress
Experts pointed out that the "nuclear high base" major project has mainly achieved three results. First of all, the key technologies of core electronic devices have achieved major breakthroughs, and the gap between domestic and foreign has been shortened from 15 years to 5 years. Second is the breakthrough of the central processing unit (CPU) group, stringing the industry application chain. The third is to benefit the people's lives and stimulate industrial growth.
Set micro-review: Continental Semiconductor's vertical contrast has made great progress, and the horizontal contrast with other regions is still obvious.
7. Qualcomm shareholders hope that the purchase price will increase by 10 dollars. Broadcom may only give half
Bloomberg reported that Broadcom wants to acquire Qualcomm at a price of $70 per share for a total price of $130 billion, but it was rejected because the offer was too low. Qualcomm investors said that Broadcom's offer price is at least $10 higher, but according to Botong CEO Huck Tan's past acquisition history, his offer price will only be 6.8%, or $74.76. In other words, Huck Tan has a half-time gap with at least $80 that Qualcomm shareholders want.
Episode: If you only look at the purchase price, the probability of Broadcom acquiring Qualcomm is still very large.
8. Spread Apple to join hands with TSMC to develop microLED screen
Apple has just launched the first iPhone with an OLED screen, but this technology has never stopped. According to reports, Apple is teaming up with TSMC to promote the development of microLED screen technology, which is expected to replace OLED screens in the next few years. Other reports pointed out that Apple is reducing the size of the team only because the current research phase has been completed, and will carry out the next phase of research and development in the United States.
Episode: Apple has more patents on Micro LED than OLED.
9. Lei Jun: Xiaomi will invest 100 million US dollars in startups in India
Lei Jun said that in India, Xiaomi and its sister company Shun Capital will invest in areas such as content, financial technology, deep localization services and manufacturing to promote the popularity of mobile Internet in India. Xiaomi Heshun Capital has invested in six Internet companies in India, including Hungama and KrazyBee. “Over the past four years, we have invested $4 billion in more than 300 companies in China. In the next five years, we will invest in 100 companies in India. We will replicate the most successful ecosystem business model in India in India. We will have each Types of services and products, and integration. This is Xiaomi's business model."
Episode: At present, Xiaomi's Internet ecology and intelligent hardware ecological model are successful. As for whether this model can be copied overseas, it is still to be tested by the market.
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