Heavy foreign capital! List of "chip" core leading stocks, who is the real Chinese "core"?
What is the meaning of foreign capital should be no stranger, so I won't say much, foreign capital is also called northbound capital, which is the vane of many people!
The word chip is also very common in our lives, whether you buy a computer, a mobile phone, or even a home appliance will look at the chips of these products, basically the current electronic products are inseparable from chips, and there are also in communications, military, automobiles and other fields are also inseparable from chips. The chip, like a heart, is essential to its body.
It can be said that chips are an important cornerstone of contemporary development. However, the development of chips in China is still only in the middle and low end, and it has not really gone to the world, as well as the leading position. China's chip imports account for the total imports15.5%, which is much more than a lot of goods.
But with the development of the Internet and the advent of intelligence,Chips are no longer essential for simple mobile phones, computers and other daily electronic devices, but also a new "industrial revolution".
The development of chips in China is also full of twists and turns, at the beginning of its own start is relatively slow, the technology is relatively backward, most of the early stage is dependent on imports, and then with the emergence of factors such as being stuck in the neck, limited purchases, etc., we have to embark on the road of localization by ourselves.
There is a saying that making chips is nine deaths and one life, and it can be seen how difficult the chip is, which also makes many companies stop. However, domestic substitution is also a road that China must take in the future, after all, China's chip consumption space is very large. At present, Xiaomi, Huawei's chips are also out of a prototype, Gree is also actively participating in chip manufacturing, and it is expected that this year's chip shipments can reach 13.5 billion. And the number of patent applications for Gree CPU chips has also reached the ninth in the world. This shows that independent research and development of chips is not alone, and many companies are actively deploying.
In the medium and long term, there is still a lot of room for domestic chips.
First: good stimulus, the impact on the first news can be said to be very large, because the emergence of good news will make a lot of funds focus on this, and there are many recent news supporting chip semiconductors.
Second: the uptrend, the chip is also in the ascending channel at the moment, and the line divergence upward pattern has not been broken.
Third: localization, the promotion of localization has also made people pay more attention to the development of domestic chips, and various localities have issued policies to promote the development of domestic large computing power chips in order to strengthen the guarantee.
Including the current hot digital economy, it is also inseparable from the computing of chips. In the medium and long term, chip concept stocks still have a lot of market space, who is the real Chinese "core"?
It has a professional chip-related polymer material development department. At present, it is mainly researching polymer materials such as cutting film for the process, and after the verification of typical customers, it has begun trial sales.
Its Mini-LED chips have been verified by a number of well-known end customers, and have achieved mass shipments and increased shipments quarter by quarter, and have been applied in VR AR technology equipment. A leading LED chip manufacturer focusing on the production, research and development of LED epitaxial wafers and chips.
It has a high-quality R&D working group composed of top talents in semiconductor technology at home and abroad, and has high-reliability semiconductor process technology, and is one of the earliest enterprises in China with a 6-inch production line and the ability to produce and develop compound semiconductor chips on a large scale.
It undertakes SMIC's projects, and provides services such as clean room engineering, mechanical and electrical engineering, and construction engineering in high-tech electronics industries and other related fields.
Its subsidiaries are mainly engaged in the production, design and sales of integrated circuits, and the chip products produced by it are mainly used in the field of aerospace. It also includes military integrated circuits, which is one of the traditional advantages of the enterprise, and has always maintained the domestic leading level in the industry, and maintained a high supporting ratio.
Its holding company, Tianjin Feiteng, is a Chinese chip design company mainly engaged in the research and development of ARM chips, and its core is the service and design of domestic low-power and high-performance integrated circuit chips, which are widely used in computer terminals and servers.