一场围绕A股上市公司ST中迪（维权）（SZ000609，股价5.68元，市值17.00亿元）控制权的司法拍卖，因过程的戏剧性和竞拍方的神秘引发市场关注。 10月17日，成立仅三个月的深圳天微投资合伙企业（有限合伙）（以下简称天微投资）在第二次司法拍卖中，以2.55亿元的底价成功竞得ST中迪控股股东 广东润鸿富创科技中心（有限合伙）（以下简称润鸿富创）持有的全部7114.48万股股份，占公司总股本的23.77%。若后续过户完成，ST中迪控制权将发 生变更，润鸿富创将清仓离场。 据《每日经济新闻》记者（以下简称每经记者）了解，拍卖成功数日后，神秘的竞拍方天微投资仍未与ST中迪或润鸿富创进行接触。拍卖结束前6分钟的 闪电出手、二级市场股价的精准异动，更为这场控制权变更增添了神秘色彩。 值得注意的是，"准新主"天微投资背后，站着的是深圳市天微电子股份有限公司（以下简称深圳天微）的两位创始人门洪达、张伟。这家主营集成电路设 计、封装测试的企业已进行多期IPO辅导但进展缓慢。 一边是寻求转型的房地产投资企业，一边是寻求资本市场突破的半导体老兵，此次跨界收购究竟是"壳"资源的运作还是产业转型的前奏？ 闪电竞拍+股价异动 一 ...

报告目录： 第1章：集成电路（IC）行业综述及数据来源说明 1.1电子器件制造行业界定 中国产业研究报告网发布的《2026-2032年中国集成电路（IC）市场前景研究与市场分析预测报告》报告中的资料和数据来源于对行业公开信息的分析、对 业内资深人士和相关企业高管的深度访谈，以及共研分析师综合以上内容作出的专业性判断和评价。分析内容中运用共研自主建立的产业分析模型，并结合 市场分析、行业分析和厂商分析，能够反映当前市场现状，趋势和规律，是企业布局煤炭综采设备后市场服务行业的重要决策参考依据。 1.1.1电子器件制造的定义 1.1.2电子器件制造的分类 1.2集成电路（IC）行业界定 1.2.1集成电路（IC）的定义 1.2.2集成电路（IC）相关概念辨析 1.2.3集成电路（IC）的分类 （1）按照技术复杂度和应用广度分类 （2）按照处理信号形式的不同分类 1.3集成电路（IC）专业术语说明 1.4《国民经济行业分类与代码》中集成电路（IC）行业归属 1.5本报告研究范围界定说明 1.6本报告数据来源及统计标准说明 1.6.1本报告权威数据来源 1.6.2本报告研究方法及统计标准说明 第2章：中国集成电路（IC ...

Core Viewpoint - ST Zhongdi (000609) is likely to welcome a new actual controller as Shenzhen Tianwei Investment Partnership (Limited Partnership) successfully acquired 71.144 million shares through a judicial auction, which represents 23.77% of the company's total share capital [1] Group 1: Share Acquisition Details - The judicial auction for ST Zhongdi's shares concluded on October 17, with a starting price of 255 million CNY and an assessed value of 319 million CNY [1] - Shenzhen Tianwei Investment was the sole bidder and acquired the shares at the base price, replacing Guangdong Runhong Fuchuang Technology Center (Limited Partnership) as the controlling shareholder [1] Group 2: Company Background - Shenzhen Tianwei Investment was established on July 22, 2023, with a registered capital of 50 million CNY, co-owned by Meng Hongda and Zhang Wei, each holding 50% [3] - Meng Hongda is a co-founder of Shenzhen Tianwei Electronics Co., Ltd., which was established in 2003 [3] Group 3: Shenzhen Tianwei's Business Focus - Shenzhen Tianwei primarily engages in integrated circuit (IC) design, IC packaging and testing, and semiconductor equipment manufacturing [4] - The company has been preparing for an IPO since 2016 and has undergone various stages of listing guidance, with the latest report indicating a need for continued improvement to meet public company standards [5] Group 4: ST Zhongdi's Business Context - ST Zhongdi primarily operates in the real estate sector, facing challenges due to the broader economic environment and its own financial costs [5] - The company has expressed intentions to enhance its operational capabilities and explore new business opportunities, particularly in sectors with strong growth potential [5]

Group 1 - The core viewpoint of the article highlights the strong growth forecast for Taiwan's semiconductor industry, driven by robust global demand for artificial intelligence applications, with an expected revenue increase of over 22% this year [1][2] - The Industrial Technology Research Institute (ITRI) has revised its revenue forecast for Taiwan's semiconductor industry to NT$6.5 trillion (approximately US$216.6 billion), reflecting a year-on-year growth of 22.2%, up from a previous estimate of 19.1% [1] - TSMC has raised its sales growth forecast from 24%-26% to 30%, attributing this increase to the higher computing power required for emerging AI applications, which has boosted global demand for advanced chips [1] Group 2 - The IC manufacturing sector is projected to achieve a revenue of NT$4.36 trillion, representing a year-on-year growth of 27.5%, surpassing the earlier forecast of 23.1% [1] - The pure wafer foundry business, led by TSMC, is expected to reach a revenue of NT$4.16 trillion, with a year-on-year increase of 28.3% [1] - The IC packaging sector is anticipated to grow by 13.5% to NT$480.3 billion, while the IC testing sector is expected to reach NT$230.5 billion, reflecting a growth of 15.2% [2]

Core Viewpoint - Vietnam is rapidly emerging as a promising player in the global semiconductor industry due to increasing global demand, fragile supply chains, and escalating geopolitical tensions [2][4]. Group 1: Market Potential - The global semiconductor market is projected to exceed $600 billion in 2024 and surpass $1 trillion by 2030, with Vietnam identified as a key emerging market within this ecosystem [2]. - Vietnam's semiconductor industry is expected to grow at an annual rate of 9%, reaching $31.39 billion by 2029 [3]. Group 2: Government Support and Investment Climate - The Vietnamese government offers attractive tax incentives for semiconductor investors, including corporate tax reductions starting from October 2025 and exemptions on certain imports and VAT for specific high-tech activities [4]. - Specialized zones with advanced infrastructure and tailored support services have been established to bolster the semiconductor manufacturing sector, including high-tech parks in Ho Chi Minh City, Hanoi, and Da Nang [4]. Group 3: Challenges and Recommendations - The semiconductor industry in Vietnam faces challenges such as power supply, talent acquisition, technology, and supply chain issues [5]. - Recommendations for overcoming these challenges include investing in talent and ecosystems, establishing reliable international partnerships, focusing on strategic niche markets, and supporting SMEs and auxiliary industries [5][6]. Group 4: Global Positioning and Future Outlook - Vietnam is positioned to play a more influential role in the Southeast Asian semiconductor supply chain and potentially expand its global impact [7]. - Companies from the Netherlands, such as BESI and NXP Semiconductors, are expanding their operations in Vietnam, reinforcing the country's growing position in the global semiconductor value chain [6].

Group 1 - The SEMI and TechInsights report indicates a 7% quarter-over-quarter decline in semiconductor capital expenditure (Capex) for Q1 2025, but a 27% year-over-year increase, driven by a 57% increase in memory-related Capex and a 15% increase in non-memory Capex [1] - Wafer fab equipment (WFE) spending is projected to grow by 19% year-over-year in Q1 2025, with an expected additional 12% growth in Q2, fueled by strong investments in advanced logic and memory production to support AI semiconductor adoption [1] - Test equipment orders saw a 56% year-over-year increase in Q1 2025, with a forecasted 53% growth in Q2, reflecting the rising complexity and stringent performance requirements for AI and HBM chip testing [1] Group 2 - Despite new tariffs, electronic product sales in Q1 2025 followed traditional seasonal patterns, with a 16% quarter-over-quarter decline but year-over-year sales remaining flat [2] - Integrated circuit (IC) sales experienced a strong year-over-year growth of 23%, despite a 2% quarter-over-quarter decline, indicating a mixed response from companies to geopolitical risks [3] - Global wafer fab capacity exceeded 42.5 million wafers in Q1 2025, marking a 2% quarter-over-quarter increase and a 7% year-over-year increase, with mainland China leading in capacity expansion [3] Group 3 - The semiconductor capital expenditure for 2024 is projected at $155 billion, a 5% decrease from $164 billion in 2023, with a forecasted increase to $160 billion in 2025 [4] - TSMC plans to spend between $38 billion and $42 billion in capital expenditures for 2025, representing a 34% increase, while Micron expects to increase its capital expenditure by 73% to $14 billion [4] - Major players like Samsung, TSMC, and Intel dominate global semiconductor capital expenditure, accounting for 57% of total Capex in 2024, with Intel and Samsung planning significant reductions in 2025 [4]

Core Viewpoint - The Taiwanese semiconductor industry is expected to see a significant growth of over 19% this year, driven by strong performance in integrated circuit (IC) manufacturing and design [1][2]. Group 1: Industry Growth Projections - The output value of Taiwan's semiconductor industry is projected to reach NT$6.33 trillion (approximately $209.8 billion), marking a 19.1% increase compared to the previous year [1]. - The forecast for IC manufacturing output is expected to grow by 23.1% year-on-year, reaching NT$4.2 trillion [1]. - IC design output is anticipated to grow by 13.9%, reaching NT$1.44 trillion, surpassing earlier estimates [1]. Group 2: Quarterly Performance - In Q1, the output value of Taiwan's semiconductor industry was NT$1.48 trillion, a 0.4% decrease from the previous quarter but a 27.6% increase year-on-year [2]. - The forecast for Q2 anticipates an output value of NT$1.53 trillion, representing a 20.6% year-on-year growth and a 2.9% increase from Q1 [2]. Group 3: Market Dynamics and Challenges - The industry is facing challenges due to U.S. tariffs, which have led many clients to place large orders in advance to avoid potential disruptions [2][4]. - TSMC predicts a sales growth of 24% to 26% in dollar terms, driven by strong demand for advanced processes related to artificial intelligence applications [1][4]. - Despite concerns over tariffs, industry leaders express optimism about Taiwan's continued prominence in the semiconductor sector [4].