Report summary
Electronics sector: last week, Shenwan electronics industry index fell 4.67%. Over the same period, the Shanghai stock index fell 0.94%, the gem index fell 3.64%, and the sector was weaker than the market. The rise and fall of the electronic sector ranked 26th in the Shenyin Wanguo first-class industry index. We propose to lay out upstream semiconductor devices and materials, downstream analog digital IC chips, discrete devices, sensors, and other areas. The performance in 2021 will be relatively certain and growing, and the track industry in which we will be located in the next two years will see the boom continue to rise in the next two years. Industry leaders are Hoshine Silicon Industry Co.Ltd(603260) \ \ wait.
[meta plans to invest in building a large-scale data center] on April 6, according to foreign media reports, the parent company of Facebook, meta, recently announced that it would invest US $800 million to build a large-scale data center in temple, Texas. It is understood that after the completion of the data center, the total area will be about 900000 square feet (about 84000 square meters), which will provide about 100 jobs for the community. The data center is expected to be put into operation in 2024, and the project construction will start this spring. “Temple stands out as an outstanding location for many reasons. It provides good infrastructure and renewable energy, has a strong talent pool, and we are welcomed by many community partners who have helped us move the project forward quickly,” meta said Foreign media said that meta builds and operates some sustainable data centers, which are supported by 100% renewable energy. In Texas, meta has invested more than 700 MW of new wind energy and Cecep Solar Energy Co.Ltd(000591) .
[the world’s largest super 6-inch GaN seed crystal comes out] on March 15, Toyota synthetic announced that it and Osaka University in Japan have successfully developed a super 6-inch GaN seed crystal, which helps to reduce the cost of Gan power devices. It is reported that in order to manufacture more than 6-inch Gan substrates, Toyota synthesis and Osaka University adopted the sodium flux method, which grows GaN crystals in liquid metals of sodium and gallium. Based on this, Toyota synthetic has developed the world’s largest high-quality GaN crystal with more than 6 inches. Next, Toyota synthesis and Osaka University will evaluate the quality of mass production of 6-inch substrates, and continue to improve the crystal quality and increase the size. At present, Toyota synthesis is using its expertise in Gan semiconductors (blue LED and uv-cled) to develop the next generation of power devices. Toyota synthetic said that power devices are widely used in power control in industrial machinery, automobiles, household electronics and other fields.
