The new deal for the semiconductor industry is expected to be finalized this year-ALLTOP-img
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The new deal for the semiconductor industry is expected to be finalized this year

by:ALLTOP      2021-04-07
The new policy for the semiconductor industry is expected to be finalized within this year. According to industry insiders, the country has determined that it will introduce policies to support the integrated circuit chip industry. The plan is led by the Ministry of Industry and Information Technology and has entered the critical stage. It may be later.   According to the above-mentioned industry insiders, the New Deal plan will focus on supporting the fields of chip manufacturing, chip design, chip packaging and upstream production equipment (such as wafer furnaces). At the operational level, it is mainly to support enterprises to increase capital investment from the national level. In the form of financial support, it is possible to take the form of industrial investment funds. In terms of objects, it will focus on supporting more than ten companies to become stronger and bigger. Ziguang Group successively acquired Spreadtrum and RDA for US$100 million and US$100 million, showing the direction of national support. According to Qin Yuanyuan, an analyst at Industrial Securities, the biggest feature of this new policy may be to increase capital investment and scale **; and to change the previous method of 'sprinkling pepper noodles. This will be conducive to industrial integration, resource concentration, enhance the competitiveness of leading manufacturers, and promote the process of import substitution. She believes that the focus of the new policy is to support independent IC design, which is expected to drive the entire industry chain with IC design.  The domestic IC design industry has received strong support from the country. It is expected that in the process of increasing industry concentration, it will compete with international manufacturers for only a few places. The return of Spreadtrum and RDA next year will undoubtedly set off waves in the industry and the capital market. Spreadtrum and RDA are the top three IC design manufacturers in China. If Ziguang Group integrates the above two, it will be a major event for the country to integrate resources and promote IC design to become a major international manufacturer.   The aforementioned industry insiders believe that this year is the year of recovery for the semiconductor industry, and the upward trend of the industry will remain unchanged next year. Coupled with the emergence of new policies, state support**, and industry resource integration is imminent, next year will be a big year for the semiconductor industry.
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