ABB external brake chopper 3ABD58984124 spare part NBRA-669C converter control unit

Description

Against the background of tense international relations among the five major semiconductor manufacturers in the world, NBRA-669C semiconductor supply chain security will become the focus of all countries. Not long ago, the third largest global wafer wanted to acquire the fourth largest Shichuang Electronics, which was rejected by the German government. Now the global silicon chip giants are mainly controlled by Japan and South Korea in East Asia. After the Wassenaar Agreement in 19 years, some high-end semiconductor silicon chip related technologies are subject to export control. It is an inevitable trend for domestic semiconductor development to cultivate a strong local semiconductor silicon chip enterprise.

Like green power, NBRA-669C will generate more investment opportunities in the whole upstream and downstream in the next 5 to 10 years. China will also have its own NVIDIA and TSMC in the future.
After the Huawei incident, China also needs to have its own fully independent 28nm production line. Originally, Huawei, as a large factory, directly purchased overseas. Now, it has begun to cultivate its own domestic manufacturers.
For China, chip design is an incremental industry. It is not just an incremental industry that grabs food from the stock, but also an industry supported by policies.
4、 High Prosperity of Chip OEM Branch
SMIC International+94.9%, wafer
Shanghai Silicon Industry+66.58%. silicon wafer
Lyon Micro+192.14% to 216.90%. Silicon chip+power chip
Shengong Shares+119.63%. Monocrystalline silicon material
Changdian Technology+114.72% to 136.20%. Sealed survey
Huatian Technology+88.11%~113.76%. Sealed survey
Tongfu Weidian+174.80% – 195.48%. Sealed survey
Jingfang Technology+44.65% to 50.67%. Sealed survey
Microenterprise companies 105.49%. Etching equipment
Changchuan Science and Technology+112.12% – 171.04%. Test equipment
Huafeng measurement and control+120.28%. Test equipment
Core source micro+58.09%. Glue coating development equipment for photolithography process
Although the growth rate of the chip foundry sector is also good, the overall NBRA-669C is not as bright as the previous sectors, and the proportion of performance growth doubling is only about half.
There are two reasons:
First, the price rise effect is not obvious, mainly driven by demand.
Second, the industrial chain of chip OEM is oriented to the needs of all industries, not mainly to the high profile new energy and Internet of Things related industries, so the prosperity is only an average.
SMIC International: 59.1% YoY revenue and 94.9% YoY net profit in January and February
North Huachuang: the revenue from January to February was 135% year on year, the new orders exceeded 3 billion yuan, and the year-on-year growth exceeded 60%
Lyon WeChat: 84% of revenue and 253% of net profit in January and February on a year-on-year basis
China Resources Microenterprise: 25% year-on-year revenue and 75% year-on-year net profit in January and February
Following SMIC, Northern Huachuang, Lyon Micro and Huarunwei also announced their performance in the first two months, and the data is still bright.
As the largest semiconductor equipment platform enterprise in China, North Huachuang is no less important than SMIC in chip foundry and Huawei in communication.

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