Global addition of fabs; UMC and Micron reconciliation; semiconductor manufacturer Sci-tech Innovation Board IPO progress

Samsung $17 billion to build a factory
On November 23, local time, Samsung Electronics held a press conference to announce that it will build a new foundry in Taylor, Texas, USA.

According to foreign media reports, the production base is expected to invest up to 17 billion U.S. dollars (approximately RMB 108.562 billion), which is the largest investment in the history of Samsung Electronics in the United States. .

The industry predicts that the production line will be based on a 5nm and below process to produce advanced system semiconductors in the fields of 5G, high-performance computing (HPC), artificial intelligence (AI), and Metaverse... For details, please click >> "108.6 billion, adding another fab in the world"

Packaging and Testing and Ranking of NAND Flash Vendors
Recently, TrendForce TrendForce announced the latest revenue rankings of packaging and testing vendors and NAND Flash vendors.

In terms of packaging and testing rankings, TrendForce's data shows that in the third quarter of 2021, the top ten global packaging and testing companies have revenues of US$8.89 billion, an annual increase of 31.6%.

Among them, the leading companies in packaging and testing ASE and Anjiao had revenues of US$2.15 billion and US$1.68 billion, respectively, representing an annual increase of 41.3% and 24.2%.

Jiangsu Changjiang Electronics and Tianshui Huatian have continued to benefit from domestic alternative production targets, increasing the packaging and testing supply of terminal products such as 5G mobile phones, base stations, automotive and consumer electronics, boosting their third-quarter revenues to 12.5 100 million US dollars and 500 million US dollars, the annual growth rate of 27.5%, 57.6%... For details, please click >> "8.89 billion US dollars, an annual increase of 31.6%, the world's top ten packaging and testing vendors revenue ranking"

In terms of NAND Flash, TrendForce's research shows that NAND Flash bit shipments in the third quarter grew by nearly 11%, and the average unit price increased by nearly 4%. The overall NAND Flash revenue reached a new high, reaching 18.88 billion US dollars, a quarterly increase. 15%.

Among them, Samsung Electronics` NAND Flash revenue in the third quarter reached US$6.51 billion, a quarter-on-quarter increase of 16.5%; Kioxia achieved the best revenue performance in history, reaching US$3.64 billion, a quarter-on-quarter increase of 20.8%; in addition, SK ranked third and fourth. Hynix and Western Digital`s revenues were respectively US$2.54 billion and US$2.49 billion... For details, please click >> "US$18.88 billion, total NAND Flash revenue in the third quarter increased by 15%"

UMC and Micron reach a settlement
On November 26, foundry companies UMC and Micron Technology announced that they have reached a global settlement agreement. Both parties will withdraw their litigation against each other. At the same time, UMC will pay Micron a one-time confidential settlement fee, and the two parties will create business cooperation together. Chance.

However, some media reported that although UMC did not disclose the specific amount of the settlement fund, it would not have an impact on UMC's finances.

As we all know, Micron is a world-renowned memory manufacturer, and its products are widely used in computing, network, server applications, to mobile, embedded, consumer, automotive and industrial design fields.

In addition, Micron is also one of the companies with the largest number of patents in the world. UMC disclosed that Micron owns a total of more than 47,000 global patents, and actively invests heavily in advanced R&D and manufacturing... For details, please click >> "UMC and Micron Reach a Global Settlement Agreement"

The second phase of the large fund of 3.395 billion investment in SMIC Shenzhen
On November 23, SMIC issued an announcement regarding the conclusion of a new Shenzhen joint venture agreement and related (connected) transaction. The company's wholly-owned subsidiary, SMIC Holdings, agreed to transfer its 22% stake in SMIC Shenzhen to the second phase of the National Large Fund ( 531.3 million U.S. dollars that have been subscribed but not paid).

On August 27, 2021, SMIC`s wholly-owned subsidiary SMIC, SMIC and Shenzhen Reinvestment Group entered into a Shenzhen joint venture agreement, under which the parties agreed to increase the registered capital of SMIC Shenzhen to US$2.415 billion. Among them, SMIC, SMIC and Shenzhen Reinvestment Group respectively subscribed to contribute about 1.73255 million U.S. dollars, 127 million U.S. dollars and 555.45 million U.S. dollars, respectively, accounting for 71.74%, 5.26% and 23% of SMIC Shenzhen`s enlarged registered capital. %.

SMIC holds a total of 77% of the shares in SMIC Shenzhen through the joint plan between SMIC Holdings and SMIC's collectors. However, according to the agreement, SMIC has the right to transfer its subscribed capital of 531.3 million U.S. dollars (approximately RMB 3.395 billion) , Accounting for 22%... For details, please click >> "To build a 12-inch wafer fab with SMIC, the second phase of the large fund will invest 3.395 billion in SMIC Shenzhen"

IPO progress of semiconductor manufacturers sci-tech board
Recently, the application status of the sci-tech innovation board of the two semiconductor companies, Dongwei Semiconductor and Weijie Chuangxin, has been shown as "submitted for registration."

According to the data, Dongwei Semiconductor is a technology-driven semiconductor company focusing on the R&D and sales of high-performance power devices. Its products focus on industrial and automotive-related medium and high-power applications. It is one of the few domestic companies with complete patents to mass production. One of the experienced high-performance power device design companies, and has achieved localized substitution in the field of high-voltage super junction and medium and low-voltage power device products used in industrial fields.

VJ Chuangxin was established in June 2010. It is an integrated circuit design company focusing on the R&D, design and sales of RF front-end chips. The main products are RF power amplifier modules and some RF switch chips and Wi-Fi RF front-end modules. Group products...

In addition, the application for listing on Diao Microelectronics Science and Technology Innovation Board was officially accepted by the Shanghai Stock Exchange on November 24.
According to the prospectus (application draft), Dio Microelectronics intends to raise 1.5 billion yuan this time. After deducting the issuance costs, it will invest in analog chip product upgrades and industrialization projects, Shanghai R&D and design center construction projects, and Nantong R&D and testing center Construction projects and supplementary working capital.

Dio Microelectronics stated that the implementation of the fund-raising investment project will help to continuously improve and enhance the company's comprehensive business system for the design, R&D, and sales of analog chip products...