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On the afternoon of November 6th, the “Heart of the Core – Stability and Prosperity – Greater Bay Area Pan-Semiconductor Industry Investment Summit”, jointly organized by Dingxin Capital and Greater Bay Area Capital, was successfully held in Nanshan District, Shenzhen, China.
The summit was held in Nanshan District, Shenzhen.
On the scene, guests from government authorities, industry associations, chip companies, research institutes and investment institutions, government-guided funds, institutional investors, and other pan-semiconductor industry ecosystems conducted in-depth exchanges from multiple perspectives, discussing the status quo of development and application of domestic semiconductor industry in the new digital era and future trends, and expressing their views on how to promote the synergistic development of the semiconductor industry and investment to build a new ecosystem for the industry.
Shenzhen Semiconductor Association Secretary General Chang Junfeng said in his speech, 2020 China’s integrated circuit output value of 884.8 billion yuan, Shenzhen is 130.9 billion yuan, a gratifying achievement. Shenzhen Semiconductor Industry Association was founded in 2002 and has nearly 300 member companies. He hopes that enterprises in the semiconductor industry will continue to work hard, and also hopes that there will be more organizations like Dingxin Capital with sentiment and vision to layout investment in the semiconductor industry, so as to jointly promote the sustainable development of the industrial ecosystem.
Mr. Chen Yongzheng, Chairman of Great Bay Capital, pointed out in his speech, “Domestic independent control, upgrading of consumer electronics and the new digital era have brought new growth momentum to the semiconductor industry. In the future, how the Greater Bay Area positions itself in the semiconductor industry is an issue worthy of deep consideration by all relevant parties in the industry chain.”
Hu Hui, Founding Partner of Dixin Capital, pointed out in his speech, “At present, we are back to a big era, and there is an opportunity to do great things in a big era for semiconductor startups and investments driven by the dual-round drive of domestic substitution and technological innovation.”
“Along with the rapid development of cloud computing, big data, and AI, the scale deployment of DPUs/smart NICs has become an inevitable trend in the evolution of data centers.”
Figure: Speech by Yiren Huang, Founder and Chairman of Resnics Technology
Mr. Yiren Huang, Founder and Chairman of Resnics Technology, said, “Resnics goal is to build a Chinese semiconductor company with global influence. We use DPU chips as an entry point to provide a series of data processor chip solutions to meet the demand for big chips in data centers.”
Mr. Xiang Yihai, Chairman of ZeSound Technology, believes that “Sensors are an important underlying support for the intelligent era, and the next 5-10 years will be a period of rapid growth and very active technological evolution in the sensor market. However, chip is a very long-cycle industry, entrepreneurs and their teams should not be impatient, and should choose a track that matches the team’s ability, plan a clear and controllable development path for the company, and commit to value creation.
Figure: Speech by Jinxing Li, Vice President of Dapu Microelectronics
Mr. Jinxing Li, Vice President of Dapu Microelectronics, has more than 10 years of product and market experience in the storage industry, as well as executive experience. In his speech, he mentioned, “Enterprise-class storage is the cornerstone of global digitization, and its high energy-efficiency ratio, high performance, high density, extremely low latency, and extreme longevity make massive data storage possible. The market outlook for enterprise-class intelligent SSDs, data storage processing chips and edge computing related products is promising.”
Figure: Pan Tao, Semiconductor Investment Partner of Dingxin Capital, delivering a speech
Pan Tao, Semiconductor Investment Partner of TDG Capital, said, “TDG Capital follows the technology trend, chooses the industrial timing, and invests in the affairs of the country. Based on the data flow around the ‘end, management, calculation, storage’ to do systematic system layout, based on the industrial chain, is committed to ‘do the problem’, Dingxin Capital continues to focus on ‘make long board’, ‘make up the short board’ and ‘big scene’ investment opportunities, and continue to promote social progress with investment.”
Figure: Roundtable Forum
As another highlight of the day’s activities. In the roundtable discussion session, guests from the semiconductor industry and the investment field had a wonderful conversation, and had a more in-depth discussion on the characteristics, investment opportunities, and risk points of multiple segmentation races.
Gate and IceCore Technology
Resnics was founded in July 2020 and is headquartered in Caohejing New Technology Development Zone, Shanghai, China. The technical team consists of core professional R&D personnel in the fields of networking, switching and storage at home and abroad, and has profound technical strength in the fields of networking, switching, storage and high-performance CPUs.
The company is committed to providing leading storage and network data processor chip solutions for the communications and Internet industries. The company aims to become a high-tech innovative company with international leading technology, leading the industry with innovation and participating in the development of industry standards.