Preface

Recently, Ningbo Runhua Quanxin Microelectronics Equipment Co., Ltd., which focuses on the semiconductor field, has undergone industrial and commercial changes. The new shareholder is Hubble Technology Investment Co., Ltd. This may not seem like much at first glance, but it is worth noting that this company is an investment company established by Huawei.

It is understood that as a platform under Huawei, in just over a year since its establishment in April 2019, it has invested in 20 semiconductor supply chain companies, including Shandong Tianyue, Dongwei Semiconductor, Jiehuat, Dongxin Semiconductor, Zonghui Core Light, Kunyou Optoelectronics, Haoda Electronics, Qinghong Electronics, Quanxin Microelectronics, etc.

The full-core microelectronics invested this time is the third third-generation compound semiconductor-related company invested by Huawei Hubble (the first two are Shandong Tianyue and Tianke Heda). Quanxin Microelectronics was established in September 2016. It is mainly engaged in the manufacturing of new electronic devices such as compound semiconductors, LED, SAW, OLED, optical communications, MEMS, and advanced packaging. Its business scope includes: semiconductor chip production equipment, testing equipment, mechanical accessories, etc. Its uniform glue developing machine is maturely used in the manufacturing of compound semiconductor 4- to 6-inch wafer chips, and can achieve a process with a line width of 0.1 micron, assisting domestic high-end chip manufacturing.

Let us review the Huawei chip incident. In 2020, the United States issued a ban. After September 15, the United States implemented a comprehensive "cutoff" for Huawei chips, restricting Huawei from using American technology and software to design and manufacture semiconductors abroad (outside the United States). After the promulgation of this ban, major global chip manufacturers such as Qualcomm, SMIC, Hynix, TSMC, Samsung, Intel, and MediaTek have successively stated that they will no longer be able to provide services to Huawei after September 15.

Once this ban is issued, it means that the outstanding results of the chips used in Huawei's various terminals will depend on how Huawei solves the problem of chip supply sources and chip maturity. This also means that semiconductors are a key area where Huawei is stuck. Therefore, it is not difficult to see that Huawei has increased investment in the semiconductor-related industry chain in the past two years, mainly to solve the problem of chip stuckness.

In the era of silicon-based information technology, chips are important. Just like coal and oil in the industrial revolution, the Huawei chip incident is just a starting point. This also reveals that the environment of my country's chip industry is still in the initial stage of growth. In September this year, Huawei's rotating chairman Guo Ping said that Huawei would help the industry chain mature and stabilize through investment and Huawei's technology. The third-generation semiconductor industry is no exception. Although it cannot solve Huawei's current problems such as mobile phone chips, it will still be of great benefit in the fields of microwave radio frequency and electronic power. Today, Huawei's layout in third-generation semiconductors is slow but determined. This investment in All-Chip Microelectronics, together with the 19 companies it has previously invested in, further demonstrates Huawei's recognition of the prospects of third-generation semiconductors.

In the current era of economic globalization, win-win cooperation is the only way out, and the U.S. technology sanctions are obviously reversing the course of history. Now both SMIC and Huawei have embarked on the path of independent research and development, and are actively helping domestic semiconductor companies to build an industrial ecological layout, accelerating the goal of achieving domestic substitution and getting rid of dependence on foreign technology.

Attached is a list of 20 companies invested by Huawei and Hubble

Company phone number: +86-0755-83044319
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Email: 1615456225@qq.com
QQ: 3518641314 Manager Li

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Address: Room 809, Building C, Zhantao Technology Building, No. 1079 Minzhi Avenue, Longhua New District, Shenzhen