The investment of TSMC and lismc is temporarily suspended; U.S. export restrictions on overweight ch

1. Terminal demand is weak, and TSMC and lismc adjust capital expenditure

2. Ministry of industry and information technology: in the first half of the year, China's electronic information manufacturing industry above Designated Size realized an operating income of 7019.9 billion yuan

3. The CEO of Intel responded that the market value was surpassed by AMD: the fall of the share price is self inflicted

4. American equipment manufacturers have received a new sales ban: it is prohibited to export equipment below 14 nm to China

5. Weilai plans to launch the third brand, and the price may drop to 100000 yuan

6. Cinno: supply and demand have not yet reversed, and the decline of super large LCD TV panel in July expanded

7. The domestic EDA leader Huada Jiutian is listed

8. TSMC's us plant will be completed on schedule, with a mass production of 5 nm in 2024

▎ terminal demand is weak, and TSMC and lismc adjust capital expenditure

The global economic slowdown and the weakening of terminal demand have triggered a tide of capital expenditure reduction and factory construction delay in the electronics industry. Local indicator factories such as TSMC, South Asia technology, Wenmao, AUDA, Caijing and lismc have slowed down their pace, and the investment of more than 150 billion yuan is facing delay. In addition, international major manufacturers such as micron and SK Hynix also intend to slow down their investment, highlighting the cooling of the technology industry.

Source: Economic Daily

According to industry analysis, the inventory of the electronics industry has soared recently, and the supply of some machines is still not smooth. In order to avoid the pressure of oversupply, technology companies have simply suspended investment. Semiconductor wafer foundry, double-D (memory, panel) and mobile phone related indicator factories are all "top priority" areas in the electronics industry. It is revealed that the overall economy is facing a correction headwind. (Economic Daily)

▎ Ministry of industry and information technology: in the first half of the year, China's electronic information manufacturing industry above Designated Size realized an operating income of 7019.9 billion yuan

On July 31, the Ministry of industry and information technology announced the operation of the electronic information manufacturing industry in the first half of 2022. In the first half of the year, the added value of the electronic information manufacturing industry above designated size increased by 10.2% year-on-year, 6.8 percentage points and 0.6 percentage points higher than that of the industrial and high-tech manufacturing industries respectively. Among them, in June, the added value of electronic information manufacturing industry above designated scale increased by 11% year-on-year, 3.7 percentage points higher than that in May.

Among the main products, the output of mobile phones in the first half of the year was 744 million, a year-on-year decrease of 2.7%, of which the output of smart phones was 576 million, a year-on-year decrease of 1.8%; The output of microcomputer equipment was 212 million, a year-on-year decrease of 5%; The output of integrated circuits was 166.1 billion, a year-on-year decrease of 6.3%.

According to the data of the Ministry of industry and information technology, in the first half of the year, the growth rate of export delivery value steadily picked up. The export delivery value of electronic information manufacturing industry above designated size increased by 7.3% year-on-year, 0.9 percentage points higher than that from January to May. According to customs statistics, in the first half of the year, China exported 88.35 million notebook computers, a year-on-year decrease of 17.3%; 406 million mobile phones were exported, a year-on-year decrease of 10.9%; 141 billion integrated circuits were exported, a year-on-year decrease of 6.8%. (Securities Daily)

▎ Intel CEO responded that the market value was surpassed by AMD: the fall of the share price is self inflicted

According to the news on July 31, Beijing time, the share price of AMD, the world's second largest processor manufacturer, has continued to rise recently. At the close of the US local time on July 29, it rose by more than 3%, surpassing Intel. Intel, whose share price fell sharply on that day, fell nearly 9%, and its market value fell to $148 billion. The day before, Intel announced its second quarter results that were less than expected and significantly lowered its performance guidance. On the same day, pat Kissinger, CEO of Intel, said in an interview that the fall of the stock price was self inflicted and the stock price should indeed fall. However, he reiterated that this was the bottom of Intel and said that he would be ready to rebound from the bottom. (Sina Technology)

▎ American equipment manufacturers have received a new sales ban: it is prohibited to export equipment below 14 nm to China

According to foreign media, American equipment manufacturers KLA and Lam research have recently received a new sales ban, prohibiting the export of semiconductor equipment supporting processes below 14 nm to China, and restricting the trading partners not only from Chinese local manufacturers such as SMIC, but also from all wafer manufacturing plants operating in China.

Previously, in order to restrict the development of China's semiconductor industry, the United States has restricted the export of equipment below 10 nm to China, expanding the scope of export restrictions, which reflects the determination of the United States to further restrict the development of China's semiconductor industry. The source pointed out that in the past two weeks, all semiconductor equipment manufacturers in the United States have received a notice from the US Department of Commerce prohibiting the export of process equipment below 14 nm to China. However, before the official ban was issued, the US Department of Commerce had rejected many applications for the export of 14 nanometer process equipment, so the substantial impact on the financial situation of these US semiconductor equipment manufacturers may not be too great. （TechSugar）

▎ Weilai plans to launch the third brand, and the price may drop to 100000 yuan

It has been learned from many insiders that in addition to the two brands of Weilai and Alps, Weilai is planning to launch a third automobile brand to cover the middle and low-end market of less than 200000 yuan. Like Weilai and Alps, the third brand operates independently, with independent principals and R & D systems. Currently, it is recruiting core teams.

"The price range of the third brand is mainly 100000-200000 yuan." According to the source, the three major brands are regarded as a ladder matrix of "Lexus, Toyota and Suzuki" within the Toyota group. In 2021, Toyota group's global auto sales reached 10.5 million units, which shows Weilai's market ambition. (36 krypton)

▎ cinno: supply and demand have not yet reversed, and the decline of super large LCD TV panel in July expanded

According to the latest report of cinno research, it is expected that the price of some LCD and TV panels will fall more sharply in July, and the average price of LCD and TV panels of all specifications will continue to fall to a new historical low this month.

The report points out that the impact of the demand of several TV brand manufacturers in the world for the next year's repair will continue. The production reduction of the panel factory started in June may last until the first quarter of next year, and there is a possibility that the growth rate will continue to drop in the short term. In addition, cinno research estimates that the downward revision of LCD TV panel procurement plans by major brands this year will be about 15%.

Cinno research predicts that from the third quarter of 2022 to the first quarter of 2023, the production rate of domestic TFT-LCD panel will remain below 80%, which is the lowest level in history since the beginning of COVID-19 in 2020. The domestic projection area in the second half of the year is expected to decrease by about 10% compared with the first half of the year. There is still a certain gap with the 15% lower repair of the terminal. Therefore, it is not ruled out that the rate of farm production will drop to 70% in the short term. (it house)

▎ domestic EDA leader Huada Jiutian listed

On July 29, Huada Jiutian, the leader of domestic EDA, officially landed on the growth enterprise market of Shenzhen Stock Exchange, becoming the first listed company in the EDA industry on the growth enterprise market. The company's actual fund-raising amount this time was about 3.55 billion yuan. On the first day of listing, Huada Jiutian opened 111.23% higher, and the stock price was 69.05 yuan / share, and the closing price was 75 yuan / share. According to the public data, the issuance price of Huada Jiutian is 32.69 yuan / share, and the corresponding issuance price earnings ratio is 333.39 times, which is the highest price earnings ratio of new shares issued since the opening of the gem in 2009. （TechSugar）

▎ TSMC us plant completed on schedule, mass production of 5 nm in 2024

TSMC's Fab 21 wafer factory in Arizona, USA, recently held a ceremony to celebrate the completion of the project. The construction of the plant is very fast. It took only 16 months from commencement to completion. Next, equipment will be installed. It is scheduled to start producing 5-nanometer wafers in early 2024. When the Arizona plant delivers 5 nm, TSMC's Taiwan plant will upgrade to 3 nm and further increase to 2 nm in 2026.

The initial capacity of the Arizona plant is 20000 wafers per month. If there is sufficient demand, it can be further expanded to 100000 wafers per month. At present, the investment cost is US $10 billion to US $12 billion. (moneydj News)