What are the beneficiaries of SMIC's listing?
The possible beneficiaries of SMIC listing are as follows:
1 changdian technology: the amount provided by changdian technology is mainly used for packaging and testing business in the fields of 5G communication network, intelligent mobile terminal, automotive electronics, big data center and storage, artificial intelligence, industrial automation control, etc.
Huatian Technology: Huatian Technology's sealing and testing products are mainly used in computer, network communication, consumer electronics and intelligent mobile terminals, Internet of Things, industrial automation control, automotive electronics and other fields.
Tongfu Microelectronics: Its main business is integrated circuit packaging and testing. Its revenue has increased rapidly this year, but its net profit has declined. Tongfu Microelectronics is still highly dependent on AMD. In 20 19, AMD business income accounted for nearly half of the company's overall income.
Fang Jing Science and Technology: The main business of Fang Jing Science and Technology focuses on the sealing and testing business in the sensor field, including image sensor chips, biometric chips, MEMS, environmental sensor chips, medical electronic devices, radio frequency identification chips and automotive electronics.
From a policy perspective, China's current policy support for domestic chip companies is very strong, and the semiconductor industry is also an important aspect of China's industrial upgrading. Bian Xiao believes that foreign high-pressure environment can force the domestic chip field to accelerate development, and SMIC is also likely to surpass TSMC.