晶合集成拟投资20亿元收购晶奕集成,布局12英寸晶圆制造

Group 1 - The core point of the article is that Jinghe Integrated plans to invest 2 billion RMB in Hefei Jingyi Integrated Circuit Co., Ltd. to acquire 100% equity and include it in its consolidated financial statements [1] - Jingyi Integrated is the main construction entity for Jinghe Integrated's Phase IV project, which has a total planned investment of 35.5 billion RMB and aims to build a 12-inch wafer manufacturing production line with a designed monthly capacity of approximately 55,000 wafers [1] - The project focuses on 40nm and 28nm processes for CIS, OLED, and logic, with applications in OLED display panels, AI smartphones, smart vehicles, and artificial intelligence [1] Group 2 - According to the company's Q3 earnings briefing, the management mentioned that there is a sufficient order backlog and high capacity utilization, with the Phase III project planning a monthly capacity of 50,000 wafers progressing smoothly [2] - The 28nm logic chips are continuously being produced [2]