"本次交易特此禁止，"特朗普在命令中表示，并要求HieFo在180天内剥离其在Emcore资产中的所有权益 和权利，并立即限制对Emcore技术信息的访问。 在2024年9月2日的一份声明中，HieFo表示，该交易将允许Emcore在加利福尼亚州阿尔罕布拉的工厂继 续运营，并且该公司已"成功聘用"了几乎所有关键科学家、工程师和运营人员。 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 近日，美国总统唐纳德·特朗普以国家安全和涉华问题为由，叫停了光电技术公司HieFo Corp（瀚孚光 电）对新泽西州航空航天和国防专业企业Emcore价值300万美元资产的收购计划。 据报道，白宫发布的行政命令中，特朗普指出HieFo由"中国籍公民控制"。另据美国财政部在另一份声 明中称，HieFo于2024年4月30日收购了总部位于新泽西州的Emcore的数字芯片及相关晶圆设计、制造 和加工业务，其中包括一家半导体制造厂。 美国财政部还指出，Emcore数字芯片业务生产的磷化铟芯片的供应可能从美国转移出去。该交易未向 美国外国投资委员会（CFIUS）申报，因此其未 ...

Core Insights - The company, Zhaochi Co., Ltd., has engaged in discussions with various institutional investors regarding its advancements in semiconductor chips, Micro LED, PCB business, and LED main operations during a recent investor relations event [1] Group 1: Semiconductor Chip Sector - Zhaochi has established a technology platform centered on Gallium Nitride (GaN), Gallium Arsenide (GaAs), and Indium Phosphide (InP), focusing on high-end product development and market penetration [2] - The company leads globally in GaN chip production, with a monthly capacity of 1.05 million pieces (4-inch wafers), primarily serving the lighting, backlight, and display sectors [2] - The GaAs platform is targeting red and yellow light chips and VCSEL technology, entering multiple automotive chip supply chains and exploring infrared sensing and plant lighting markets [2] - Zhaochi is advancing its production line's smart upgrades to accelerate the market application of high-end products like 400G/800G optical modules and automotive chips [2] Group 2: Micro LED Technology - The company is in the exploratory phase of Micro LED optical interconnect technology, focusing on core light source technology and collaborating with institutions for system-level solutions [3] - Current efforts are aimed at achieving foundational technological breakthroughs and establishing intellectual property barriers to prepare for future industrialization [3] Group 3: PCB Business - Zhaochi emphasizes the importance of its PCB business in ensuring supply chain autonomy and supporting the scalable development of Mini/Micro LED and optical communication sectors [4] - The company aims to enhance the performance and quality of high-end products through self-built PCB manufacturing capabilities, optimizing the supply chain to improve market competitiveness and profitability [4] Group 4: LED Business Performance - The LED segment has shown robust performance, contributing over 60% of the company's profits in the first three quarters, driven by a shift towards high-value-added markets [5] - The company has successfully launched an RGB Mini LED backlight solution, enhancing its competitiveness in the high-end display sector [5] - Zhaochi plans to increase R&D investments to address the high bandwidth demands driven by AI and aims to benefit from the global display technology upgrade trend [5]