SMIC: net profit in the fourth quarter of 2020 is 1.252 billion yuan

Wechat scan QR code to share with friends and circle of friends_ blank" href=" https://news.163.com/news/search?keyword=%E4%B8%AD%E8%8A%AF%E5%9B%BD%E9%99%85 "> SMIC international < / a > disclosed the performance express of the fourth quarter of 2020, and the company's net profit was 1.252 billion yuan, up 93.5% year on year. In the fourth quarter of 2020, the company's operating revenue was 6.671 billion yuan, a year-on-year increase of 10.3%. The company said that in 2020, it will benefit from the strong demand of consumer electronics, information communication and other industries, the increase of chip usage, the overall tight production capacity of the wafer foundry industry, the strong demand for mature processes, and the annual revenue growth of the company. Under the influence of the entity list, the company will strengthen the development and construction of multiple platforms, and expand the reliability and competitiveness of the platform. [SMIC: capital expenditure is expected to be US $4.3 billion this year] according to the Financial Association on February 4, Zhao Haijun and Liang Mengsong, CO chief executives of SMIC, said that at present, the capacity of the wafer foundry industry is tight, especially the demand for mature processes is still strong, and the company's mature capacity is expected to continue to be full. In order to meet the needs of customers, the company's capital expenditure this year is expected to be $4.3 billion, most of which will be used to expand the production of mature processes, and a small part will be used for advanced processes, Beijing new joint venture projects, civil engineering and other projects. In terms of capacity construction, we plan to expand the production of 10000 pieces of mature 12 inch production line and 45000 pieces of mature 8 inch production line this year. related reading: alleviate chip shortage? In 2020, China's chip imports will reach nearly 300 billion US dollars, and its chip equipment will be purchased with 32 billion US dollars New Zhiyuan report source: blog editor: Yaxin [guide to Xinzhiyuan] it is reported that in the past year, domestic enterprises have purchased nearly US $32 billion of equipment from Japan, South Korea and other places for the production of computer chips, and imported nearly US $300 billion of chips. When will China's chips become independent? In 2020, the number of computer chips imported by China will increase sharply. data show that domestic enterprises have purchased nearly $32 billion of equipment from Japan, South Korea and other places for the production of computer chips, an increase of 20% over 2019. as companies like Huawei began to purchase a large number of chips before the US sanctions, domestic computer chip imports rose to nearly $380 billion, accounting for about 18% of China's total imports that year. In 2020, China will import nearly 300 billion US dollars of chips. in the past few years, the United States has gradually restricted Chinese companies' access to American technology, prompting domestic enterprises to redouble their efforts to develop the domestic chip industry after years of slow development. the actions taken by the trump administration have exposed China's vulnerability in this key area. Even after the new administration came to power, China is still pushing forward a comprehensive new plan to achieve semiconductor self-sufficiency. technical analysts at gavekal Dragonomics in Shanghai said, "in the short term, China will rely on imports to boost its semiconductor manufacturing industry. China does not have the capacity to produce the advanced chip manufacturing equipment it needs. China is investing heavily, but it will take more than ten years to succeed. ". SMIC and other domestic enterprises have increased their purchasing power for the machines needed to manufacture silicon wafers and computer chips. according to the report of the International Semiconductor Industry Association (SMIC) in December last year, China has become the largest market for such equipment in 2020. with Huawei and other technology companies reserving chips before the US imposed restrictions, domestic chip imports will surge by about 14% by the end of 2020. last year, Huawei was blacklisted by the US government to prevent it from buying chips and other devices from us suppliers needed for smartphones and communications equipment. then, the trump administration further tightened the rules to prevent any company using American equipment from supplying products to China. moreover, due to the strong global demand for computers and telecommuting during the new crown pandemic, domestic chip procurement has also soared, with most chips ranging from smartphones to laptops. how long will it take for chips to become autonomous? the global demand for chips is surging, and TSMC is one of the biggest winners. The soaring demand for chips has led to a shortage of chips for global auto manufacturers, forcing some auto manufacturers to stop production. In December, the semiconductor industry association predicted that global chip sales will increase by 8.4% this year, which will continue to benefit TSMC, Intel and Samsung Electronics. how long will it take to realize chip autonomy in China? With the advent of the era of 5g, the demand of smart devices for chips has arisen. Not only mobile phones, computers, but also automobiles and all kinds of electrical appliances need the support of chips, which have become the soul of intelligent devices. on the other hand, TSMC cut off the power supply to Huawei, and the United States controlled the export of chips to Huawei, which once again alerted us: the localization of chips is a problem we must face. according to IC Insights report data, China's IC output in 2019 accounts for 15.7% of its nearly $125 billion IC market, and the IC market demand is still far higher than the IC output. due to the lack of basic scientific research capacity related to chip manufacturing, domestic enterprises can not keep up with the development pace of the world's top enterprises, lack of sufficient market competitiveness, and the gap is gradually widening. the United States has great advantages in chip design and manufacturing. The chips designed by American companies account for 54% of the market share, while those designed by domestic enterprises account for only 3%. there is still a long way to go for domestic chip autonomy.

https://www.bloomberg.com/news/articles/2021-02-02/china-stockpiles-chips-and-chip-making-machines-to-resist-u-s?srnd=technology-vp SMIC announced that Liang Mengsong was still the co CEO and had offered to resign on the evening of December 31, SMIC's According to the announcement "the list of directors and their roles and functions", Liang Mengsong is still the co CEO. On December 15, he once offered to resign. specifically, SMIC's board of directors includes chairman Zhou Zixue, vice chairman Jiang Shangyi, CO CEOs Zhao Haijun and Liang Mengsong, chief financial officer Gao Yonggang, non-executive directors Chen Shanzhi, Zhou Jie, Ren Kai, Lu Jun, Tong Guohua, and independent directorsNon executive directors William Tudor brown, Liu Zunyi, fan Renda and Yang Guanglei. In addition, Dr. Cong Jingsheng, an independent non-executive director, resigned as an independent non-executive director in view of recent concerns in the United States with effect from December 31, 2020. according to media reports, Liang Mengsong has made great achievements in his 17 years in TSMC since 1992. TSMC beat IBM with its own technology in 2003. Liang Mengsong, who was in charge of advanced modules at that time, was second only to Jiang Shangyi, senior vice president of R & D. TSMC stressed that Liang Mengsong "is responsible for or participates in the most advanced technology of TSMC's every generation process." Liang Mengsong is also the inventor of nearly 500 TSMC patents, far more than other executives. after liang Mengsong's job hopping to Samsung, he successfully helped Samsung catch up with others and upgrade from 28nm process to 14nm process, which was slightly better than TSMC's 16nm process at that time and snatched part of Apple's A9 processor orders from TSMC. Liang Mengsong became executive director and co CEO of SMIC on October 16, 2017. In SMIC, Liang Mengsong said that he has completed five generations of technology development from 28nm to 7Nm. This is a task that most companies need more than ten years to accomplish. At present, SMIC's 28nm, 14nm, 12NM and N + 1 technologies have entered mass production, and the development of 7Nm technology has also been completed. In April 2021, SMIC will enter risk mass production immediately. According to the previous announcement, on the evening of December 15, SMIC announced that Jiang Shangyi was appointed as vice chairman of the board of directors, class II executive director and member of the strategy committee of SMIC. His term of office is from December 15, 2020 to the annual general meeting of shareholders in 2021. at the meeting, the board of Directors voted and passed the motion on the appointment of vice chairman and executive director, but Liang Mengsong had no reason to abstain. Meanwhile, Liang Mengsong submitted his written resignation to the board of directors at the meeting. The following is the full text of Liang Mengsong's resignation exposed by Taiwan media: chairman and directors, Hello! I know that we are going to make a very important personnel appointment decision at this meeting today. at present, SMIC is facing all kinds of pressure from the United States, leading to a serious threat to the development of advanced manufacturing process. I think today's personnel proposal is bound to affect the future of the company. it has been more than three years since I was appointed as co CEO by the board of directors in November 2017. In these more than 1000 days, I almost never took a vacation. Even in June 2019, when I was experiencing the most dangerous moment in my life, I never gave up and lived up to your entrustment. during this period, I have made every effort to complete five generations of technology development from 28nm to 7Nm. This is a task that most companies need more than ten years to accomplish. These achievements were obtained by more than 2000 engineers under my leadership, working hard day and night. Of course, the past trust and support of the chairman and the directors is also a key factor for success. I didn't come to China to seek high-ranking official positions, but simply wanted to make a contribution to China's high-level integrated circuits. At present, 28nm, 14nm, 12NM and N + 1 technologies have entered mass production, and the development of 7Nm technology has also been completed. In April next year, it will enter risk mass production immediately. The most critical and arduous eight technologies of 5nm and 3nm have been launched in an orderly manner. With the arrival of EUV, we can enter the stage of comprehensive development. at present, it seems that my short-term goal has been exceeded and successfully achieved. I received a phone call from the chairman of the board on the morning of last Wednesday, December 9, informing me that Mr. Jiang would soon take up the post of vice chairman of the company. In this regard, I feel very surprised and puzzled, because I have no prior knowledge of this matter. I feel deeply that I am no longer respected and distrusted. I don't think you need me to fight for the future of the company any more. I can rest for a while. after the board of directors and the shareholders' meeting of the company have approved the nomination of Mr. Jiang, I will formally submit my resignation. However, the company should give a comprehensive and fair evaluation of my contribution over the past three years, and I should have the right to accept and appeal. I would like to solemnly tell you that I have no intention to influence your next vote on this appointment, but I think I should let you know my deepest feelings. I hope that Ms. Guo Guangli, Secretary of the board of directors, can be included in the official minutes of this interim board meeting. thank you. according to the data, Liang Mengsong and Jiang Shangyi worked together at TSMC, and Jiang Shangyi was his superior leader. Before December 16, SMIC announced to confirm the above news, "the board of directors of the company has noticed that there are media reports that Dr. Liang Mengsong, executive director and co CEO of the company, intends to resign from the company, and the company has known Dr. Liang's intention to resign conditionally. At present, the company is actively verifying with Dr. Liang his real intention to resign. Any change in the top management of the company shall be subject to the announcement of the company. ". after the news came out, SMIC International A shares fell more than 9% on the same day. Some people in the industry told the interface news reporter that Liang Mengsong has been responsible for the research and development of advanced manufacturing process in SMIC. If he leaves, it may affect the research and development progress, which is the main reason that may make the secondary market pessimistic. On the evening of December 16, the Shanghai Stock Exchange issued a letter on the supervision of SMIC international IC Manufacturing Co., Ltd., which involves listed companies, directors, intermediaries and related personnel. recently, SMIC was suppressed by the United States, and the US Department of Commerce listed SMIC and some of its subsidiaries and joint-stock companies in the "entity list" on the grounds of protecting the national security and diplomatic interests of the United States. According to the announcement, after being listed in the "entity list", according to the relevant laws and regulations of the United States, the supplier must obtain the export license of the U.S. Department of Commerce for the products or technologies applicable to the U.S. export control regulations before supplying them to the company; the U.S. Department of Commerce will adopt the export license for the products or technologies used for 10 nm and below technology nodes (including extreme ultraviolet technology) At the same time, the company may be limited in providing OEM services for some special customers. after the evaluation, SMIC believes that the matter has no significant adverse impact on the company's short-term operation and financial situation, but has significant adverse impact on the R & D and capacity construction of advanced processes of 10 nm and below. SMIC will continue to communicate with relevant departments of the US government, and take all feasible measures according to the situation, actively seek solutions, and strive to minimize the adverse impact The lowest. SMIC said that since the media learned that it might be listed on the trade blacklist by the US Department of Commerce, it has been working hard to communicate with relevant departments of the US government in order to get fair and just treatment. Unfortunately, it is still included in the "list of entities". "SMIC strongly opposes this, and once again reiterated that since its establishment, the company has always abided by the principle of compliance operation, strictly abided by the laws and regulations of relevant countries and regions involved in production and operation activities, and never had any business behavior involving military applications." According to the announcement. In the stock market, FTSE Russell has excluded SMIC and Hikvision from the FTSE China A50 Index and FTSE China 50 index since January 7. SMIC announced that it would resume to otcqx . According to the Financial Association, on January 10, SMIC announced that the company was informed by OTC markets group, the operator of otcqx market, and its regulatory agency was informed of OTC markets Group, which has changed its position on the effective date of the executive order, now allows trading in the company's securities to continue until February 1, 2021.

2023-03-22 10:04:27

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