Introduction
Every day, industries move across the land. The investment brain of the flint industry tracks the development trend of the industry in real time. Based on this, Firestone has launched the "Industrial Chain Weekly" to help the region grasp the industrial migration signal, understand the dynamics of enterprise layout, gain insight into the development trend of the industry, and support decision-making.
Policy-oriented
Ministry of Industry and Information Technology: Implementation Plan for Improving Data Security Capabilities in the Industrial Field (2024-2026).
By the end of 2026, a data security guarantee system in the industrial field will be basically established. The awareness of data security protection has been generally improved, the main responsibility for data security of key enterprises has been put in place, the level of data protection in key scenarios has been greatly improved, and major risks have been effectively prevented and controlled. Basically realize the full coverage of the publicity and implementation of enterprise data security requirements in various industrial industries.
Regional dynamics
Shandong: Work Plan for Digital Transformation of Industrial Enterprises above Designated Size in the Province (2024-2026).Efforts have been made to realize the digital transformation of industrial enterprises above the designated size in the province, with a transformation coverage rate of about 98% and a deep transformation rate of more than 50%. We will focus on building and strengthening one center (the National Digital Transformation Promotion Center for Small and Medium-sized Enterprises), build and optimize one work system (4 lists of "a set of index system, a database of enterprises to be transferred, a service provider resource pool, and a set of transformation guides" and the "seven-step" working method of 3 mechanisms of "counseling and diagnosis, application promotion, and annual evaluation"), launch a characteristic brand ("Gongfu Shandong"), and promote the popularization and improvement of digital transformation of industrial enterprises in a multi-dimensional, all-round and integrated manner.
Shanghai: Accelerate the development of the cyber security industryImprove the classified and hierarchical management system of industrial Internet network security, deepen the construction of public service platforms such as situational awareness and first-class testing, and help enterprises "use platforms for security". Accelerate the establishment of a hierarchical protection system for important data identification data in the industrial field, strengthen risk early warning and incident management capabilities, and strengthen the protection of data throughout the life cycle. Guide Shanghai's industrial development and investment**, create convenient conditions for venture capital and equity financing of cybersecurity enterprises, and support the listing and financing of benchmark enterprises.
Beijing Urban Sub-center: Special support policies for the data pilot zone will be introducedThe 2024 Beijing Urban Sub-Center Industry High-Quality Development Conference revealed that the Beijing Urban Sub-center will continue to improve the data pilot zone policy, focusing on supporting data pioneers and pilots, supporting technological innovation and application related to data elements, and supporting the opening and application innovation of cultural tourism, finance and other scenarios. It is reported that the special support policy for the data pilot zone will solicit opinions from the public in the near future.
Taiyuan: Create a new highland for the development of the digital economy in the central regionTaiyuan City issued the "Several Measures to Accelerate the Development of the Digital Economy in Taiyuan City" to further promote digital industrialization, industrial digitization, data valorization and governance digitalization, continuously strengthen and expand the digital economy, and create a new highland for the development of the digital economy in the central region. The "Several Measures" involve a total of 18 measures in five aspects: supporting the construction of digital infrastructure, supporting the growth of digital economy operators and the development of industrial agglomeration, supporting industrial digital transformation, supporting data valorization, and supporting the introduction of digital economy talents.
Sanya: Accelerate the development of the digital economy industryThe people of Sanya issued the "Several Measures for Accelerating the Development of the Digital Economy Industry in Sanya (Trial)", which provides a one-time settlement reward according to the paid-in registered capital of more than 10 million yuan (inclusive) for digital economy enterprises that have newly settled in provincial key industrial parks and carried out substantive operations. For those who invest in major projects of Sanya's digital economy industry, and the non-financial part of the total investment in actual fixed assets exceeds 200 million yuan, 1 amount of non-financial funds will be awarded.
Project Express
【China's Top 500】Myway Technology: Myway pan-semiconductor equipment project startedWith a total investment of 5.4 billion yuan, the project will be used for the R&D and manufacturing of a new generation of heterojunction perovskite tandem cells, as well as the improvement of the ecological chain of the new generation of heterojunction cell industry, and is planned to be completed within two years.
[Fortune 500] TSMC: JASM Kumamoto new factory officially opened
TSMC and Sony Semiconductor Solutions announced in 2021 the establishment of a joint venture in Kumamoto Prefecture to establish a Japan Advanced Semiconductor Manufacturing Corporation (JASM). TSMC Kumamoto plant has started construction since 2022 and is expected to mass-produce 12nm, 16nm, 22nm and 28nm processes in Q4 this year. Zhicheng Semiconductor: The headquarters project was opened
With a total investment of 500 million yuan, the company is committed to the R&D, design and production of process equipment in the semiconductor industry, with customers covering integrated circuits, LED optoelectronics, compound semiconductor industries and scientific research institutes. After the project is completed and put into production, it is expected to achieve an annual output value of more than 1.5 billion yuan. Spectral analysis of optical crystals: an annual output of 100,000 sets of third-generation semiconductor chips and system production base project signed
Guali Town, Xiaoshan District, Hangzhou City, Zhejiang Province, held a signing meeting to promote new industrialization and project commencement, and the newly signed projects include the project of the third-generation semiconductor chip and system production base with an annual output of 100,000 units invested by Spectrum Optocrystal. It is understood that the project plans to invest a total of 100 million yuan, and is expected to have an annual output value of 200 million yuan and a tax contribution of 10 million yuan. Aisen shares: integrated circuit material testing center put into use
The total investment of the integrated circuit material testing center project is about 4500 million yuan, covering an area of about 10 acres, two new 6-storey test buildings, with a construction area of about 150,000 square meters, mainly to carry out semiconductor photoresist, electroplating additives research and development and material performance evaluation. Standard Spectrum Semiconductor: The intelligent equipment production center project was completed and put into operation
The project is invested and constructed by Biaopu Semiconductor Technology (Dongguan City)**, with a total investment of more than 400 million yuan, and the project is engaged in the production, research and development and sales of LED packaging and testing equipment, passive component packaging and testing equipment and semiconductor packaging and testing equipment, with an annual output value of 600 million yuan. Innovent Optoelectronics: LED chip packaging project started
The project plans to invest a total of 3 billion yuan, which is jointly invested by Xiamen Xinda Optoelectronics Technology, Jiangsu Yueyang Industry, and Yancheng Sancai Intelligent Technology. After the project is completed and put into operation, it can produce 50,000 KK of LED packaging products annually, with an output value of 600 million yuan. Tianluo Core Semiconductor: Shanghai Automotive-grade Reliability Experimental Center was officially opened
The experimental center is an open experimental platform for power devices built and built by Sirius Semiconductor, which was established in Jiading District, Shanghai at the end of 2023, and its main business is the reliability experiment and verification of automotive-grade power devices, and is committed to providing reliability testing and certification reports for Sirius Semiconductor's customers. Hongfeng Semiconductor: annual output of 1The production project of 600 million lead frames was started
The total investment of the project is 1 billion yuan, located in Haiyan Economic Development Zone, and the total investment of the first phase of the project is 6500 million yuan, the first phase of 50 acres of land, the output value of the first phase of the project can reach 1.1 billion yuan, and it is planned to introduce a fully automatic roll-to-roll etching line and a roll-to-roll electroplating line to produce lead frames. After the completion of the project, it will drive the development of Haiyan's 5G electronic information industry and help extend the Haiyan electronic information industry chain. Re-investment in Tianke: The third-generation semiconductor silicon carbide material production base was opened
The project is constructed and operated by Shenzhen Reinvestment Tianke Semiconductor, with a total investment of 32700 million yuan. Among them, focusing on the production of substrates and epitaxy and other basic materials for manufacturing chips, the project focuses on the layout of 6-inch silicon carbide single crystal substrates and epitaxial production lines, and is expected to have a substrate and epitaxial production capacity of 250,000 pieces this year. Shandong Heze: Gallium arsenide semiconductor project started construction
The gallium arsenide semiconductor project in Mudan District, Heze City is jointly invested and constructed by Shandong Shuifa and Taiwan's leading semiconductor enterprises, with a total investment of 3.5 billion yuan, which is planned to be implemented in two phases, and the first phase of the project plans to invest 1.5 billion yuan to build a 4 6-inch gallium arsenide production line, mainly producing gallium arsenide semiconductor surface-emitting laser VCSEL products, with an annual output of 60,000 chips.
Corporate Trends
Core Vision Microelectronics: Completed nearly 100 million yuan in Series C financingCore Vision Microelectronics announced the completion of nearly 100 million yuan in Series C financing, which was led by Chengxin Venture Capital and followed by Sanqi Mutual Entertainment. The financing funds are planned to be used for product development and market expansion. Yuntu Semiconductor: Completed the B2 round of financing of hundreds of millions of yuan
Jiangsu Yuntu Semiconductor has completed hundreds of millions of yuan in financing twice in a year, and this round of financing is led by the national investigation ** as the lead investor, and jointly participated by tin venture capital and other institutions. Yuntu Semiconductor is committed to the research and development of high-end automotive chips, and strives to realize the commercialization path of high-quality development of chips. 【China's Top 500】Changdian Technology: The subsidiary increased its capital by 4.4 billion yuan
JCET announced that its holding company, JCET Automotive Electronics (Shanghai), has received a capital increase of 4.4 billion yuan from shareholders such as National Integrated Circuit Industry Investment (Phase II) and Shanghai State-owned Asset Management (Shanghai Integrated Circuit Industry Investment) (Phase II), which will support JCET to accelerate the construction of the company's advanced packaging base for large-scale production of automotive-grade chip products in Lingang, Shanghai. Seal Core Semiconductor: Completed nearly 300 million yuan in A1 round of financing
High-end network chip company - Seal Core Semiconductor (Nanjing)** completed nearly 300 million yuan of financing, this round of financing by Xinxi Capital, Gimpo Investment co-led, Xinyuan Furui, Ningmeng Investment, Yiling Capital, Zhongbo Juli, etc., the raised funds will be used to accelerate product research and development. Qingsheng Intelligent Control: Completed the seed + round of financing
Beijing Qingsheng Intelligent Control Technology Co., Ltd. announced the completion of millions of yuan in seed + round of financing, which was exclusively invested by Zhongke Chuangxing. The funds raised in this round will be mainly used for talent team building and market expansion, as well as accelerating the development and marketing of standard product lines, and promoting product technology to serve more users. TensTorrent: It will develop chips for LSTC's new edge 2nm AI accelerator in Japan
Canadian AI chip startup Tenstorrent has announced a multi-level collaboration agreement with Japan's Advanced Semiconductor Technology Center (LSTC) to collaborate on the design of advanced artificial intelligence (AI) chips. Sirui Intelligence: Successfully completed hundreds of millions of yuan in Series B financing
Qingdao Sifang Sirui Intelligent Technology has completed hundreds of millions of yuan in Series B financing. This round of financing was co-led by SAIC Strategic Direct Investment, Shangqi Capital and CDH Investment; China Merchants Venture Capital, Shanghai Gimpo, Xinding Capital, Sinovation Ventures, Huakong**, Youth Venture Capital and other well-known investors followed. Shanghai Baigong: Completed nearly 100 million yuan of strategic financing
Shanghai Baigong Semiconductor Co., Ltd. has completed nearly 100 million yuan of strategic financing, this round of financing by Qingkong Ginkgo and Wu Yuefeng Capital's joint investment, financing funds will be mainly used for Shanghai Baigong high-end capacitor product production line construction and product development, so as to improve the company's strategy of high-end capacitor industrialization. Yaohuo Microelectronics: Completed Series B financing
Shanghai Yaohuo Microelectronics has completed the B round of RMB financing, which is invested by Shanghai Zhang Keyaokun Venture Capital Partnership. So far, top institutions and industrial funds such as Zhang Keyaokun, Diao Microelectronics, IDG Capital, Hushan Capital, SMIC Juyuan, Jingfeng Mingyuan and other top institutions and industrial funds have entered the bureau to provide support for the innovation and development of Yaohuo Microelectronics. Daoyi Semiconductor: Received tens of millions of Prea++ round of financing
High-end semiconductor packaging and testing materials company - Daoyi Semiconductor has completed tens of millions of prea++ round of financing, this round of financing led by Oriza Origin, followed by a number of industrial institutions, this round of funds will be used for capacity expansion and product research and development. Lianhui Technology: Completed a new round of strategic financing of hundreds of millions of yuan
Lianhui Technology has completed a new round of strategic financing of hundreds of millions of yuan, and the investors are composed of a number of leading state-owned assets and market-oriented institutions such as China Mobile and Venture Capital, Qianhai Ark (Qianhai parent ** management agency) and Qilu Qianhai**, which are subsidiaries of China Mobile Industry Chain Development.
Digital foundations.