Lagerstroemia indica

The concept of semiconductor has been well known by Chinese people in recent two years, and the most direct reason is that the United States has "blocked" our semiconductor technology. Huawei's chip supply failure is the representative in this context. People in China are beginning to realize our backwardness in the field of semiconductors and the core position of semiconductors in modern science and technology industries.

In fact, in the 1960s and 1980s, there was fierce industrial competition between the United States and Japan. Japan has also been suppressed and blocked, and Japan's national strength has flourished. In the last century, it surpassed the United States to become the world's semiconductor leader, and finally gave up its position in technological change.

With the country's attention to semiconductors and the support of the industry, the project of sticking the neck has been advancing. A number of semiconductor companies have emerged in China, so who is the real leader among these semiconductor companies?

Ziguang Guowei

Ziguang Guowei, the position of semiconductor faucet, I think it should still be me. I am a leading research and development enterprise of intelligent security chips, application-specific integrated circuits and memory chips in China. My actual controller is Tsinghua Holdings, which is also the most representative listed company in science and technology. Semiconductor is a high-tech talent, and I have a unique advantage in many enterprises. I am very mature in smart security chips, special IC and other fields.

Trend, due to the unsatisfactory performance of the third quarterly report, the company's share price fell sharply. The sale of the Dragon and Tiger List mainly comes from funds and institutional accounts in the north. The slowdown of high-growth enterprises has a great impact on the stock price, but it may be a better opportunity after adjustment.

North huachuang

North Huachuang is the mainstream supplier of high-end electronic technology and equipment in China, and its products are divided into three business areas: semiconductor equipment, vacuum equipment and lithium battery equipment. I have the widest layout, the strongest stability and certainty in the field of high-end manufacturing, and I should be ahead. I have a lot of high-tech manufacturing equipment. The most promising thing in the next stage is the domestic substitution of high-end manufacturing, and I am the undisputed equipment boss on this track.

Looking at the trend, after a strong rise in the previous period, it has already ushered in a round of adjustment. At present, the adjustment range and time are sufficient, and it is close to the position of the annual line.

Smic international

SMIC is the largest integrated circuit manufacturing enterprise group with the most advanced technology, complete supporting facilities in China. You'd better step aside. The most critical environment that restricts the development of semiconductors today is actually precision manufacturing. There's nothing you can do to design a chip card neck, but I'm undoubtedly the boss of integrated circuit manufacturing in China, and the boss of semiconductors should certainly belong to me. At present, our advanced technology second-generation platform (N+ 1, about 10nm) is advancing steadily. Although there is still a gap from the international top level, it is still first-class in China. I believe that breakthroughs will continue to be made in the future.

Looking at the trend, the typical technology giants in science and technology innovation board have undergone a round of adjustment after listing, but the current matching of quantity and price is a pity.

Changdian technology

Changdian Technology is a well-known triode manufacturer and a leading integrated circuit packaging and testing enterprise in China. SMIC is so arrogant. Don't look down on people. Your manufacturing technology is the key, but all aspects of the semiconductor industry are very important, but we are the most backward in manufacturing technology. I ranked third in the global integrated circuit outsourcing packaging test factory 10, and 85% of the top 20 semiconductor companies in the world became my customers. In the field of high-end packaging, I am close to the international top level, and this is my strength. I want this faucet.

Looking at the trend, the previous adjustment has come to an end, and a horizontally arranged box has come out. At present, it is still a pattern of box vibration. Look at the direction choice after the box breaks through.

Ziguang Guowei is backed by Tsinghua Holdings, North Huachuang lays out high-end technology manufacturing equipment, and SMIC deep-rooted cloud semiconductor manufacturing is also the weakest link. Changdian technology has been in line with the world in the field of packaging and is an outstanding representative of domestic semiconductors. So who do you think is the real semiconductor leader?