As of the close of business, semiconductor and components plate rose 4.48%, the science and technology plate Si Rui Pu rose 20% sealed stop, national technology, Shanghai Silicon Industry, Pyrex shares, core sea technology, SMIC and other followers, or more than 12%. Northern Huachuang, new clean energy, Leon micro rose more than 10%.
On the policy front, the State Council recently issued the "Shenzhen set up a comprehensive reform of socialism with Chinese characteristics first demonstration area pilot implementation plan", which mentioned that Shenzhen will develop a list of special measures to ease market access, and further relax the restrictions on access to foreign investment in the field of cutting-edge technology; to create a benchmark city for the protection of intellectual property rights; to optimize the way of allocating innovative resources and management mechanisms, and the establishment of a system of attracting talents with international competitiveness, and so on. There are a series of initiatives to improve Shenzhen's science and technology innovation environment and system, such as optimizing the allocation of innovation resources and management mechanism, and establishing an internationally competitive system for attracting and employing talents. These initiatives for the current R & D, technology and talent are in a weak position, the urgent need to introduce and update the core technology of the semiconductor chip industry, especially in Shenzhen, high-tech enterprises, is undoubtedly a major benefit.
On the news front, one-stop IP and customized chip leader Core Dynamic Technology recently released news that the company has completed the world's first chip based on SMIC FinFET N 1 advanced process flow and testing, all IP all independent of the domestic, functionality of a test passed.
Previously, SMIC announced that the U.S. Department of Commerce's Bureau of Industry and Security has made further restrictions on the export of some U.S. equipment, accessories and raw materials to SMIC, and that it must apply for an export license beforehand, following the U.S. sanctions against ZTE and Huawei, and another important action against Chinese semiconductor manufacturers, with all-encompassing limitations on the use of chips and their design, as well as on the manufacturing of chips. Restrictions have also caused fluctuations in the domestic semiconductor industry. The success of the test of the core dynamic technology for the domestic semiconductor ecosystem again, also means that the domestic semiconductor equipment and materials to further accelerate the trend of localization.
A research paper said that the U.S.-China trade friction makes our country realize the importance of independent control. The domestic semiconductor industry has been highly valued, the process of domestic substitution is bound to accelerate. Although the overall strength of the current domestic and the United States is far away, but in some niche areas, the domestic has achieved a breakthrough. Such as micro-semiconductor in the field of dielectric etching has reached the global advanced level, the analog chip test equipment in the market has a very high market share, Weir shares acquired by Howell in the field of global CIS ranked No. 3 and so on. Therefore, optimistic about the semiconductor industry in various segments of the leading companies.
Guohai Securities believes that the Huawei ban, SMIC incident will not change the long-term development trend of the semiconductor industry. Although taking into account the Huawei ban, SMIC is listed in the export restrictions and other impacts, the domestic semiconductor industry chain uncertainty will inevitably increase significantly. But the past decades the global semiconductor industry has been following the law of the spiral, major technological change is to promote the industry's sustained growth of the intrinsic motivation of the semiconductor is still the main line of investment in science and technology in the next 3-5 years.