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01 big fund phase II sold twice todayThe second phase of the big fund moves frequently, and has invested twice recently.
On December 4, SMIC International announced that its wholly-owned subsidiaries, SMIC holdings, large fund phase II and Yizhuang Guotou entered into a joint venture contract to jointly establish a joint venture. The total investment of the joint venture is US $7.6 billion, with a registered capital of US $5 billion. SMIC holdings, big fund phase II and Yizhuang Guotou have agreed to contribute US $2.55 billion, US $1224.5 billion and US $1225.5 billion respectively, accounting for 51%, 24.49% and 24.51% of the registered capital of the joint venture, respectively.
The joint venture is tentatively named SMIC Jingcheng integrated circuit manufacturing (Beijing) Co., Ltd. its business scope includes the production of 12 inch integrated circuit wafers and IC packaging series, technical testing, IC related technology development, technical services and design services, and sales of self-made products. According to the previous announcement, the project will be constructed in two phases. The first phase of the project will eventually achieve a 12 inch wafer production capacity of about 100000 pieces per month, and the second phase project will be started timely according to customer and market demand.
On December 7, nastar announced that EPEC microelectronics, a wholly-owned subsidiary of the company, intends to introduce strategic investors by means of capital increase and share expansion and nastar's transfer of shares in EPEC microelectronics. The announcement pointed out that the introduction of strategic investors to the second phase of the large fund as the leading investor, the total amount of capital introduced was 3.2 billion yuan, of which the capital increase price of large fund phase II was 1.5 billion yuan. For details, please click: 《总投资76亿美元！大基金二期入局中芯国际北京新项目》、《15亿元，大基金二期再投资IC设计企业》
02 the latest revenue ranking of wafer industry agentsAccording to the Tuo long Industry Research Institute of trendforce group consulting, in the fourth quarter, the demand of the wafer foundry market is still strong, and the production capacity of various industries is continuously full, which makes the price rise effect drive the overall revenue upward. It is estimated that the revenue of the top 10 global foundry manufacturers in the fourth quarter of 2020 will exceed US $21.7 billion, with an annual growth of 18%, among which TSMC and Samsung account for the top three cities respectively And power on.
 Among the top five manufacturers, TSMC's growth momentum in the fourth quarter will continue to be strong, and its revenue is expected to reach a new record, with an annual growth rate of about 21%; Samsung estimates that the annual growth rate of revenue in the fourth quarter is about 25%; the annual growth rate of revenue under 28nm (including) in the fourth quarter can reach 60%, and the annual growth rate of overall revenue is 13%; Gexin estimates that the revenue in the fourth quarter will decrease by 4%; SMIC international predicts that the revenue in the fourth quarter will decrease by 11% Due to the low base period in 2019, the annual growth rate of revenue in this quarter is still 15%.
Tuolong Industry Research Institute pointed out that in the fourth quarter, the overall revenue performance of the wafer foundry industry will steadily improve, and the demand for some products will burst. Customers tend to improve inventory preparation by preparing goods in advance, so that the production capacity of wafer foundry is in short supply. However, operators still need to pay close attention to whether the current global epidemic is warming up again, whether it will have a negative impact on terminal consumption power, and the subsequent development trend of Sino US relations.
For details, please click:《年成长18%，Q4全球前十大晶圆代工业者营收排名预测》 03 Taiwan earthquake affects industrial nervesAccording to the China Earthquake Network, an earthquake with a magnitude of 5.8 occurred at 21:19 on December 10 in the sea area of Yilan County, Taiwan Province, China (24.74 degrees north latitude and 121.99 degrees east longitude), with a focal depth of 80 km. The epicenter of the earthquake was located in the sea area of Yilan County, 15 kilometers away from Taiwan Island and 57 kilometers away from Taipei city. Four hours later, at 02:15, another aftershock of magnitude 4.4 occurred, with a focal depth of 49 km.
According to Google maps, the earthquake affected more than half of Taiwan, including Taipei, Taichung, Hsinchu, and Taoyuan, with magnitudes of 4.0 in both Hsinchu County and Taoyuan city. After the earthquake, the situation of semiconductor factories in Taiwan has attracted much attention from all parties, and many semiconductor enterprises have also responded.
For example, TSMC said that according to its internal procedures, some personnel in the northern plant area had been evacuated to ensure safety due to the magnitude 4 earthquake in the plant area. At present, the industrial safety system is normal. Liandian preliminarily confirmed that there was no power failure in each plant area. Therefore, it is not necessary to start various backup mechanisms, so all personnel are safe and the plant is in normal operation.
For details, please click: 《台湾地区突发地震！半导体产能还好吗？》
04 SK Hynix 176 layer NAND flash memory developmentRecently, SK Hynix, a Korean storage manufacturer, announced that it has completed the development of 176 layer NAND flash memory. At present, SK Hynix has started to provide samples to customers and plans to start mass production in mid-2021.
Sk Hynix official website shows that the newly developed NAND flash memory is the third generation of 4D NAND, which has increased productivity by more than 35% and cost competitiveness compared with the previous generation of 128 layer products. In addition, the 176 layer nandmobile solution product developed in the middle of next year can increase the maximum data reading speed by about 70% and the data writing speed by about 35%.
 Sk Hynix is a leading storage manufacturer in the world, ranking fourth in NAND flash market. In the third quarter of this year, SK Hynix's market share in this field was 11.3%. As for other manufacturers, Meguiar announced in November this year that it has successfully developed 176 layer products. Samsung Electronics's seventh generation v-nand is in the development stage and is expected to mass produce next year.
For details, please click: 《制程竞赛提速，SK海力士完成176层NAND闪存开发》
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