TECHSEM(SZ:300046)2022-12-03 09:52Group 1: Company Products and Technology - The company's IGBT chips are primarily sourced from abroad, while other products (modules and thyristors) are IDM [3] - The main technical challenges for IGBT products are domestic chip production and product reliability [3] - Currently, the company does not have mass production products for silicon carbide and gallium nitride but is engaged in R&D for third-generation semiconductors [3] Group 2: Strategic Partnerships and Investments - There are currently no cooperation plans with the National Integrated Circuit Industry Investment Fund, but future engagement is possible if specific projects arise [3] - The company has completed equity adjustments and management team stockholding plans, recognizing development opportunities and potential for improvement [3][5] - The company is considering new production lines and will evaluate domestic equipment, although some core equipment will still need to be imported [4] Group 3: Market Expansion and Industry Trends - The company has a demand for external expansion of production lines but has not yet determined specific models or partners [4] - The company has not yet entered the optical chip and module market but sees potential for future opportunities [4] - The company believes that the current timing for industry expansion is favorable due to strong government support for the semiconductor industry [4][5] Group 4: Development Strategy - The company aims to leverage the upward trend in the industry to strengthen its core business, enhance product R&D, and increase market development efforts [5] - The strategy includes focusing on core devices such as IGBT and MOSFET, while also actively exploring applications in new energy vehicles, 5G RF, IoT chips, and home appliances [5]