Jiang Shangyi is the veteran of TSMC.(Internet)

SMIC, which has been accelerated by China's chip industry to accelerate the expectations of domesticization, has a high -level internal internal reign.(Internet) SMIC has a high -level internal internal incompetence, and CEO Liang Mengsong intentionally leaves.(the Internet)

SMIC has a high -level internal dysentery, and CEO Liang Mengsong intentionally leaves.(Internet)

The internal situation has made SMIC's development prospects very uncertain.The analysis pointed out that the decline of SMIC A shares and H shares reflects the current price of people's personnel changes; however, if the situation worsen, the stock price may fall further.

Yi Ruimin Hong Kong Special officer

SMIC, which has been accelerated by China's chip industry to accelerate the expectations of domesticization, has a high -level internal internal reign.After Jiang Shangyi was appointed as an executive director of the group, Liang Mengsong, the current co -chief executive, expressed his intention to leave.

SMIC was suspended on the Hong Kong Exchange yesterday morning. Later, it issued an announcement on the Shanghai Stock Exchange that it was known that Liang Mengsong was intentionally resigned as the company, and was actively verifying his willingness to resign.Published an announcement.

Affected by the news, SMIC, which has not suspended trading, once fell nearly 10 %.After the SMIC resumed trading in the afternoon, SMIC also fell more than 9%.In the end, SMIC closed at 5.53%throughout the day; while SMIC's H -shares fell nearly 5%.

SMIC announced the day before yesterday (15th) that the 74 -year -old Jiang Shangyi was the company's vice chairman and a member of the strategic committee, which took effect on the day.Jiang Shangyi served as SMIC's independent non -executive director from December 2016 to June 2019.

According to the announcement, Jiang Shangyi has participated in the development of multiple projects in the 45 years of the semiconductor industry.He led the research and development of key nodes of many chips in the Taiwan Style Circuit Manufacturing Corporation (TSMC), so that TSMC's industry status has developed from technology followers to technical leaders.

Jiang Shangyi was the vice president of R & D TSMC in 1997. When he retired at the end of 2013, his position was the joint chief operating officer.Later, he served as a consultant of TSMC, an independent non -executive director, and a CEO of Wuhan Hongxin semiconductor manufacturing.

According to the first financial report of mainland media, after Wuhan Hongxin was suspended due to the disconnection of funds and was taken over by the local government, Zhou Zixue, Chairman of SMIC, invited Jiang Shangyi to return to SMIC and confirmed on the temporary board of directors the day before.

Surprisingly, in the meeting, Liang Mengsong voted abandoned votes to Jiang Shangyi's appointment proposal, and then submitted a written speech to the board of directors to protest the return of Jiang Shangyi to be well known before.Essence

If Liang Mengsong's departure is influenced by 5 nanometer and 3 nanometer technology development

It is reported that Liang Mengsong and another co -CEO Zhao Haijun have worked together for the past few years. The two have their own strengths, but they have been rumored for a long time. In the middle, Zhou Zixue has been the role of the two people to communicate with the bridge.

Lin Jiaqi, director and investment director of Honghui Assets Management, believes that the internal incident reflects the problem of communication between SMIC.In theory, if the company appointed executives, the overall directors should be known, and the chairman has a responsibility to announce.

Lin Jiaqi pays attention to whether this will affect the process and direction of Liang Mengsong's team in research and development in the future.He pointed out that if Liang Mengsong's departure, it will have an impact on SMIC's prospects for 5 nanometers and 3 nanometers.

In fact, since Liang Mengsong took office, SMIC has accelerated; coupled with many technical patents, if these patents have been lost because Liang Mengsong leaves office, and at present, SMIC is subject to US sanctions, which may restrict technological development.

In writing, Liang Mengsong also pointed out that in the past three years, he has almost never taken a vacation and tried his best to complete the technical development of five generations from 28 nanometer to 7 nanometers.This is a task that general companies need to spend more than 10 years to achieve.

The internal situation has made SMIC's development prospects very uncertain.Lin Jiaqi pointed out that the decline of SMIC and H shares reflects the current price of the current price that has digested the news of personnel changes;