The main contents of today’s Kechuang board evening news are: semi predicts that the global wafer plant equipment expenditure will reach US $98 billion in 2022; Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) intends to repurchase the company’s shares with RMB 1 billion; National Silicon Industry Group Co.Ltd(688126) the net profit in 2021 is expected to increase by 57% – 69% year-on-year.
newsletter:
[hotspot Focus]
TSMC: 3 nano chips are expected to be mass produced in the second half of the year
TSMC held an online legal person briefing on the afternoon of the 13th. President Wei Zhejia said that the progress of the 3nm process is in line with the progress and will be mass produced in the second half of this year. The 3nm process will be mainly used in the field of high-efficiency application computing and smart phones. It is expected that 3nm will be another large-scale generation process after 5nm. Due to the strong demand of special sensors such as image sensors and non-volatile memory, TSMC will expand its capacity of 28 nm in mainland China, Chinese mainland Taiwan and Japan.
semi predicts that the global wafer plant equipment expenditure will reach US $98 billion in 2022
The International Semiconductor Industry Association (semi) recently released the latest global wafer plant equipment expenditure forecast report. The report points out that the total equipment expenditure of global front-end wafer factories in 2022 will grow by 10% compared with that in 2021, breaking the record high of US $98 billion, and showing another boom for three consecutive years.
Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) : it is proposed to repurchase the company’s shares with RMB 1 billion
Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) announced that the company plans to use its own funds to repurchase part of the company’s social public shares in the form of centralized bidding transaction, and the repurchase shares will be cancelled and the registered capital will be reduced according to law. The total repurchase fund is 1 billion yuan, and the repurchase price shall not exceed 400 yuan / share.
silicon wafer prices stabilized and rebounded this week
M6 monocrystalline silicon wafer (166mm / 165) this week μ m) The price range was 4.95-5 yuan / piece, and the average transaction price fell to 4.97 yuan / piece, with a weekly increase of 0.4%; M10 monocrystalline silicon wafer (182 mm / 165 mm) μ m) The price range was 5.85-6 yuan / piece, and the average transaction price increased to 5.87 yuan / piece, with a week-on-week increase of 2.09%; G12 monocrystalline silicon wafer (210mm / 160) μ m) The price range was 7.70-7.80 yuan / piece, and the average transaction price fell to 7.72 yuan / piece, down 7.77% on a weekly basis.
[announcement of science and innovation board]
Wuxi Autowell Technology Co.Ltd(688516) : the net profit in 2021 will increase by 110% – 120% year-on-year
According to the announcement of Wuxi Autowell Technology Co.Ltd(688516) , the net profit in 2021 is expected to be RMB 327 million-342 million, with a year-on-year increase of 110.16% – 120.14%. The advantages of the company’s core products, ultra-high speed and large-size series welding machine and silicon wafer sorter, have been further improved, and the main business income has increased significantly.
National Silicon Industry Group Co.Ltd(688126) : the net profit in 2021 is expected to increase by 57% – 69% year-on-year
According to the announcement of National Silicon Industry Group Co.Ltd(688126) , the net profit in 2021 is expected to be 137-147 million yuan, with a year-on-year increase of 57.42% – 68.91%. Mainly due to the strong demand in the semiconductor market in 2021 and the gradual release of the company’s production capacity, the company’s sales have increased greatly.
Iray Technology Company Limited(688301) : the proposed issuance of convertible bonds will raise no more than 1.435 billion yuan
Iray Technology Company Limited(688301) it is announced that it is planned to issue convertible bonds to raise no more than 1.435 billion yuan for the industrialization project of new detector and scintillator materials, the research and development of key technologies of digital X-ray detector and the construction of comprehensive innovation base.
Verisilicon Microelectronics (Shanghai) Co.Ltd(688521) : Qian zhehong, vice president and core technician, resigned
Verisilicon Microelectronics (Shanghai) Co.Ltd(688521) it is announced that Qian zhehong, vice president and core technician of the company, recently submitted his resignation to the board of directors of the company for personal reasons, resigned from his position as vice president and general manager of design IP business department, and has completed the resignation procedures. After his resignation, Qian zhehong no longer held any position in the company. At the same time, the company identified vice president Wang Zhiwei as the company’s core technical personnel.
[issuance and approval status]
update of issuance and approval status of 14 companies to be listed on the science and innovation board
As of press time, a total of 713 companies’ applications for listing on the science and innovation board have been accepted, and the issuance and approval status of 14 companies has been updated. Among them, Qingyue technology, Yifang biology and Sinosteel luonai have been inquired; Longda shares and Zhongke Lanxun were adopted at the municipal Party committee meeting; Tuojing technology has been suspended, and liansoft technology has been terminated; The registration of Rongchang biology, Huaqin technology and Geling Shentong has come into effect.
[venture capital vane]
fruit health received tens of millions of pre-A round of financing
Tianjin Fruit Technology Co., Ltd., an intelligent medical and health innovation enterprise, announced the completion of a pre-A round of financing of tens of millions of yuan, led by Fosun health and Challenger capital, followed by Jinpu investment. It is reported that this round of financing will be mainly used for market promotion, new product R & D and talent introduction.
ROTEX received tens of millions of yuan in round a financing
ROTEX, which focuses on the development of flexible bioelectronic technology products, has completed a round of financing of tens of millions of yuan, led by Yahui investment, followed by Gaoling investment, Hainan mangao and Hailai innovation. This round of funds will be mainly used for the development of innovative products based on flexible bioelectronic technology, the expansion and addition of medical and non-medical production capacity, and promote the entry of products under research in many medical and American fields into product registration and clinical research.
CICC capital led huituo to complete nearly 300 million yuan of round C financing
Smart mine service provider huituo announced today that it had completed nearly 300 million yuan of round C financing, setting the largest single financing record in the track. This round of financing is led by CICC SAIC emerging industry fund under CICC capital, followed by Yuexiu industry fund and Bohai Zhongsheng fund under BOC International, and hanergy investment continues to serve as the exclusive financial adviser.
West Lake Oumi completed hundreds of millions of yuan of pre-A round of financing
West Lake Oumi (Hangzhou) Biotechnology Co., Ltd. has completed a round of pre-A financing of hundreds of millions of yuan. This round of financing is jointly led by Yifeng capital and old shareholder hilling venture capital, followed by power capital, old shareholder Gaorong capital and West Lake Science and technology venture capital. The financing funds will continue to promote the research and development of in vitro assisted diagnosis (IVD) products driven by protein mass spectrometry and AI pharmaceutical products.
