1. The second phase of the China National Foundation, namely the second phase of the National Integrated Circuit Industry Investment Fund Co., Ltd., was incorporated on June 20 19. The registered capital of the company is 204,654.38+0.5 billion yuan, which is more than twice that of the first phase. According to the relevant progress, the investment direction of the second phase of the Big Fund will focus on design materials and equipment.
2. The first investment in Ziguang Zhanrui is actually not an outsider, because Ziguang Zhanrui is a leading enterprise in the integrated circuit design industry in China, and the company holds high the technical banner of 5G and AI. It is worth noting that it is the leader of domestic 5G communication chips and the only company in China that provides 5G communication chips to the open market (at present, Huawei Hisilicon's 5G chips are for personal use only).
3. After the first investment project, Ziguang Zhanrui, was confirmed, on May 15, SMIC, a leading foundry of integrated circuit wafers in China, announced on the Hong Kong Stock Exchange that SMIC had entered into a new joint venture contract and a new capital increase and share expansion agreement with the State IC Fund. Combined with the two companies that have invested at present, the leading enterprises in chip manufacturing and equipment manufacturing may be more likely to get the favor of the second phase of the big fund.
The second phase of the so-called big fund does not refer to a certain fund, so there is no difference between on-site and off-site, and it cannot be purchased.
Refers to the second phase of the National Integrated Circuit Industry Fund (referred to as "the second phase of the National Fund"). It is the country's strategic deployment of the whole semiconductor industry and promotes the development of the domestic semiconductor industry. There are 27 shareholders in the second phase of the National Natural Science Foundation, including the Ministry of Finance, local governments, China Telecom, China Unicom Capital, China Electronics and Information Industry Group, Ziguang Communication, Fujian Sanan and other institutions.
The second phase of China National Fund is based on the independent controllable layout of the chip industry. Design links, materials and equipment are expected to become the focus of investment, such as investment in etching machine, film equipment, testing equipment, cleaning equipment and other fields. We hope to build the supply system of integrated circuit industry chain, especially the upstream industrial chain links such as domestic equipment and materials.