Intel’s investment in China is further improving its ecosystem based on the technology and customer resource advantages of Chinese science and technology enterprises.
According to tianyancha information, Intel Asia Pacific R & D Co., Ltd. recently completed its investment in Jiangsu Shenzhou Semiconductor Technology Co., Ltd. (hereinafter referred to as “Shenzhou technology”), and the registered capital of the latter company increased from 20 million yuan to 22.2222 million yuan, an increase of about 11.11%.
Founded in 2016, Shenzhou technology is an industrial production line power supply system service manufacturer, and its legal representative is Zhu Peiwen. Before Intel’s stake, there was no other financing dynamics of the company.
According to the information on the official website, Shenzhou technology can provide maintenance, spare parts support and system upgrading services for chip production line, photovoltaic production line, LCD panel manufacturing line, LED light source production line, medical treatment, scientific research vacuum and various high-tech industrial plasma systems.
In terms of products, Shenzhou technology can provide a variety of RF power supply, DC power supply, matcher and RPS (redundant power supply system).
Taking RF power supply as an example, as a plasma supporting power supply, it is widely used in semiconductor process equipment and processes such as RF sputtering, PECVD chemical vapor deposition and reactive ion etching, which is closely related to the semiconductor industry.
However, in the communication with several investors in the semiconductor industry, the reporter of Kechuang board daily noticed that they did not know much about Shenzhou technology and related industries.
on the one hand, it is “too specialized in market application”, which is difficult to form a special attraction to many current investment institutions; On the other hand, compared with Intel, most investment institutions lack certain industrial experience, so they rarely pay attention to this opportunity. some people in the industry believe that.
A semiconductor industry investor shared the case of a Chinese enterprise a, which makes customized solutions for high-end adhesives.
adhesives are similar to power systems, and they are not the current investment hotspot in the semiconductor industry. However, Intel will also favor such companies and make large investments. According to previous experience, this is related to the high status and good performance of these companies in the industry, and they usually serve very head customers, “otherwise they will be sad to vote”.
According to the official website of Shenzhou technology, the company’s current customers include the heads of semiconductor industries such as TSMC, Texas Instruments, SK Hynix, Semiconductor Manufacturing International Corporation(688981) , Huahong semiconductor, Byd Company Limited(002594) semiconductor, as well as the world’s most important semiconductor equipment manufacturers, such as Amat, Lam research, Tel, etc.
In addition, well-known customers in the field of LCD panel include Infovision Optoelectronics (Kunshan) Co.Ltd(688055) , BOE and Huaxing optoelectronics; In the photovoltaic energy sector, Jingke energy, Sanan Optoelectronics Co.Ltd(600703) , Atlas and other customers have accumulated.
What is not commensurate with the luxurious customer lineup is that companies such as Shenzhou technology usually act in a particularly low-key way. The information on the company’s official website and the company’s acceptance of public reports is very limited, according to the aforementioned investors, “they often come from Intel’s mining from the industry” .
the reporter of the science and Innovation Board daily previously interviewed Intel Capital Wang Tianlin and learned that it “does not pursue the tuyere” in semiconductor investment, and the investment focus and style is to enable start-ups to build an ecosystem, promote scientific and technological innovation and industrial development, and cooperate with Intel’s own industry and strategy. the power system service business of Shenzhou technology can add another important link to the industrial chain of semiconductor and other industries, which echoes the above investment logic.
At present, Intel Capital also attaches great importance to the post investment work of investment enterprises, which has invested at least half of the team’s time and energy. Intel’s strategic support for Shenzhou technology may become a new focus in the industry on how to form synergy with other invested enterprises in the future and how to improve efficiency.
