第一名提供 500 亿！

Alibaba is rumored to acquire shares of Ziguang!

据知情人士透露，阿里巴巴集团和几家政府支持的企业正考虑收购云计算基础设施公司紫光展锐的股份，出价可能高达50亿元人民币。紫光集团目前负债约31亿美元，由于更多债券即将到期，该公司正寻求出售其持有的紫光展锐46.45%的股份。

就在上周，紫光集团收到北京市第一中级人民法院的通知，债权人汇商银行股份有限公司已向北京市第一中级人民法院申请对紫光集团进行重组。（相关阅读：市值3000亿的芯片巨头紫光要破产了？网友说：危言耸听）

If Alibaba submits a binding bid before the July 20 deadline, it will partner with a local government-owned company, two people familiar with the matter said. They did not name the potential partner.

Two of the people familiar with the matter said that Ziguang’s shares may be worth between 40 billion yuan and 50 billion yuan (about 6.2 billion to 7.7 billion US dollars). According to Reuters estimates, this would be a premium of 34% to 68% over the stock's average price of 22.4 yuan over the past month. Tsinghua Unigroup said in a statement that in order to reduce debt risks, it had "reached out to several investors under the guidance of a dedicated working group brought in from outside."

根据Wind的数据，Ziguang Group's current default principal and interest totals approximately 6.883 billion yuan. At the end of December this year, Ziguang Group had a 1.3 billion yuan bond that was about to mature.这不仅是因为芯片研发成本高昂，还因为该集团进行了一系列大规模收购并“在全球范围内招募人才”。资料显示，过去六年里，紫光集团及其关联公司对20多家公司发起并购要约，投资额超过100亿元人民币。

第二波涨价！凌通MCUQ3再次涨价！

海康威视/大华率先提价，高端安防产品涨幅超过10%。

Although the traditional peak season in the second quarter has passed, MCU manufacturer Lingtong will benefit from strong orders for external lenses, touch home appliances, and toys, and its business performance will continue into the second half of the year. For the second quarter, Lingtong's June revenue reached 325 million yuan (NT$, the same below), a monthly increase of 1.48% and an annual increase of 24.02%. The full quarter revenue was 948 million yuan, a quarterly increase of more than 30%. Looking at the overall MCU industry, due to the continued increase in supply chain costs, there is still room for price increases in the third quarter. Costs are appropriately reflected, and operations in the third quarter are expected to maintain high-end results. The key remains changes in production capacity.

Looking forward to the third quarter, the overall MCU market situation continues to be tight due to the tight production capacity of the 8-inch supply chain. There is still room for price increases to reflect the increasing costs. The increase will vary according to different products and customers. However, in terms of supply, it is still quite tight and demand exceeds supply, and shipments may still be limited.

受上游芯片价格上涨的影响，安防产品价格自6月以来持续上涨。与今年3月和4月的涨价潮不同，此轮低端安防设备的价格上涨幅度有限。However, high-end products saw larger increases. Among them, for high-end products, the price of a single model has been increased by about 30 yuan, and the price increase of some products has even exceeded 10%.In the low-end field, only some product prices increased, and the increase was in the single digits.

“上游芯片价格翻了一番，产品利润越来越低，现在低端产品都亏本销售了。”这家以高性价比著称的行业领军企业，如今也一直在亏本销售。“最近芯片价格按周涨价，有些（元器件）甚至按日涨价。近期，安防产业链上十几家半导体企业集体发出涨价通知，给安防企业带来了巨大的经营压力。芯片价格的上涨已经超出了我们的承受能力，一些低端产品已经开始亏本销售。如果我们不涨价，肯定会亏损。”

Industry insiders have a negative attitude towards the prospect of alleviating the chip shortage. It is generally believed that the price of security chips will continue to rise in the future, and that security equipment will also continue to passively rise in price.On June 8, industry leader Hikvision issued a price increase letter stating that due to the overall increase in upstream raw material prices, product production costs continued to rise, and due to operating pressure, it raised the prices of some products.

NO.3 Progress of domestic “core”

新增芯片公司18,800家，89家公司上市。

全球芯片短缺迫使国内半导体产业发展。据悉，2021年上半年，国内新增芯片相关企业18,800万家，同比增长171.8%，它们是国内半导体产业的“新力量”。它们瞄准中国芯片创业机遇，积极把握国内替代和国内升级的终端需求，使国内半导体产业生态更加活跃。

Overall, there are currently 72,000 chip-related companies in my country, of which Shenzhen (13,000), Guangzhou (6,000), and Shanghai (4,000) are the cities with the most chip companies. Guangdong Province ranks first with 23,000 companies, accounting for 31.9% of the total. It is worth noting that the data is collected based on the keyword "chip", which is not necessarily accurate and may cause individual omissions.

总之，得益于国家巨额资金的慷慨投入和强有力的政策支持，全球“芯片短缺”局面可能持续到2022年，中国半导体产业也进入了发展的“黄金期”。但我们不能盲目乐观。由于半导体制造技术门槛高、所需资金量大、投资回报周期长，偶尔也会出现所谓的“雷暴”，例如武汉宏鑫和济南全鑫的“烂尾工程”。因此，未来如何保障我国集成电路产业的健康发展至关重要。

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