National memory base project phase II starts! Here comes the full list of concept stocks

category:Finance
 National memory base project phase II starts! Here comes the full list of concept stocks


Memory is the largest single market in the semiconductor field, and the industry concentration is very high. According to WSTS, memory accounts for 36.1% of the integrated circuit market, which is higher than the share of logic, analog and microprocessor. DRAM is the largest storage segment, accounting for 53%, nandflash for 44%, and norflash for only 1%. DRAM field presents an oligopoly pattern, with Samsung, Hynix and Mg Meguiar accounting for 95%, and memory localization is imminent.

Recently, based on the data of the second quarter, semi (International Semiconductor Industry Association) adjusted the forecast value of the scale of global wafer factory equipment expenditure in 2021, from the previously estimated US $65.7 billion to a record US $67.7 billion, with a year-on-year growth rate of 24%. Among them, the storage factory has the largest equipment expenditure, which is expected to reach 30 billion US dollars.

Ouyang Shihua of Guosen Securities pointed out that in terms of the trend of the memory industry, DRAM and NAND are both in the stage of rapid technological breakthrough, and it is expected that dram1z process and NAND new generation products will be mass produced in the second half of the year. The memory module products produced by domestic memory particles have been put on the market, which shows that the domestic memory chip industry is in a breakthrough stage of 0-1.

Wei Hongmei of Dongguan Securities believes that the demand side formed by 5g mobile phone switching tide and IDC construction and upgrading has high certainty, which is expected to drive nandflash demand to usher in a new round of growth.

Concept unit interpretation:

Shenzhen Technology: Payton technology, a wholly-owned subsidiary of Payton technology, is the largest high-end DRAM sealing and testing enterprise in China. Its customers include Kingston, Seagate, western data, etc., the worlds largest independent memory manufacturer. Payton technology is a domestic enterprise with a complete industrial chain from high-end DRAM / flash wafer sealing and testing of integrated circuits to module and finished product production.

Beijing Junzheng: the revenue of SRAM and DRAM products acquired by Beijing Silicon Industry (ISSI) ranks the 2nd and 7th respectively in the world.

Wanye Enterprises: in response to the inquiry of the exchange on the evening of June 16, it said that the domestic important 12 inch wafer chip manufacturing plant and memory chip design and manufacturing plant had started the certification process for the kaishitong integrated circuit ion implantation equipment under Wanye enterprise, and the front-line equipment business of the integrated circuit of Wanye enterprise had made a huge breakthrough.

Taiji industry: Haitai semiconductor, a subsidiary, is engaged in DRAM chip sealing and testing business, mainly providing post process services for DRAM products of Hynix.

Huatian Technology: it has high-end memory packaging technology such as lpddr4 storage 4 stack packaging, and has reached in-depth cooperation with Wuhan new core. It has realized the batch packaging of norflash, 3dnand and DRAM products, and its customers include Changjiang storage.

Luco Technology: mainly engaged in the R & D and production of flash memory applications and mobile storage products. The companys products have formed a series of flash disks, mobile hard disks, solid-state drives, control chips, flash modules and solutions.

Tongfu Microelectronics: as the core packaging plant of Hefei Changxin, it is expected to benefit from the continuous volume of relevant products in the future.

Guoke micro: in 2019, the solid-state storage series chips accounted for 48.5% of the revenue, and the high-performance SSD master chip gk2301 series solid-state hard disk products with independent intellectual property rights of the company have been imported to Lenovo, Inspur and other domestic mainstream complete machine enterprises. The company signed a long-term supply agreement with Cheung Kong storage in Changsha, Hunan Province, and reached a strategic partnership

Yaxiang integration: it is a leading enterprise in semiconductor high-end cleanroom industry, such as memory wafer, gallium nitride, etc.

To pure technology: high purity process system business customers including Changxin storage, has generated sales revenue.

Precision measurement electronics: the subsidiary Shanghai Precision Measurement Semiconductor Technology Co., Ltd. won the bid for three integrated film thickness optical key dimension measuring instruments (the 36th batch) of Changjiang storage.

In addition, science and technology innovation board daily learned exclusively from the supply chain on June 4 that Ziguang groups Yangtze storage 64 layer solid state disk is expected to go public in the third quarter of this year, which means that Yangtze storage has made substantial progress in yield and capacity with commercial value, and relevant cooperative companies deserve attention. R & D new materials: it has become a stable supplier of metal target materials for many international first-class integrated circuit enterprises, including TSMC, Changjiang storage, etc. Xinlai Yingcai: the main customers include Changjiang storage, Wuxi SK Hynix, Samsung, etc. Jingrui Co., Ltd.: electronic grade sulfuric acid has been purchased or certified by China core international, Changjiang storage and other domestic well-known semiconductor customers. Xinyuan micro: the former i-line glue applicator has been verified in Yangtze River storage. Anji Technology: mainly engaged in the research and development and industrialization of key semiconductor materials, the company is a supplier of chip manufacturers such as Changjiang storage. Source: Yang Qian, editor in charge of science and technology innovation board daily_ NF4425

In addition, science and technology innovation board daily learned exclusively from the supply chain on June 4 that Ziguang groups Yangtze storage 64 layer solid state disk is expected to go public in the third quarter of this year, which means that Yangtze storage has made substantial progress in yield and capacity with commercial value, and relevant cooperative companies deserve attention.

R & D new materials: it has become a stable supplier of metal target materials for many international first-class integrated circuit enterprises, including TSMC, Changjiang storage, etc.

Xinlai Yingcai: the main customers include Changjiang storage, Wuxi SK Hynix, Samsung, etc.

Jingrui Co., Ltd.: electronic grade sulfuric acid has been purchased or certified by China core international, Changjiang storage and other domestic well-known semiconductor customers.

Xinyuan micro: the former i-line glue applicator has been verified in Yangtze River storage.

Anji Technology: mainly engaged in the research and development and industrialization of key semiconductor materials, the company is a supplier of chip manufacturers such as Changjiang storage.