Daewoo Capital has made a breakthrough in semiconductors! Dong Zuo-Yu Junguang: Striking and stopping hemorrhage AI ASIC, optical mask optimization subsidiary

Daewoo Capital spent 500 million yuan to take over Hezhi this year, gaining more than 16% of its shares to become the largest shareholder, and another 1.5 billion yuan to take over Taiwan Lightmask, gaining 20% of its shares to become the largest shareholder. Chairman Hun Junguang said that Daewoo Capital made a big profit in the mainstream industry. He stopped the bleeding first and then tried hard to win AI ASIC, with the goal of turning to profit next year, while Taiwan Lightmask is mainly operated by an optimizing subsidiary.

The new executive director and general manager of Yangzhi, Lian Jianxian, said that Yangzhi currently has a third-party world market, and its operation has encountered reversal this year, so it is thinking about the development of AI ASIC. Several AI ASIC customers are currently in talks and are expected to start to be recognized this year, but the turnover is that profits will be until next year, and this year we will first aim to "stop bleeding".

Canton Jianxian pointed out that the cooperation between Yangzhi and Anrui allows both parties to cooperate in the market and products. For example, Anrui has two major Indian telecommunications customers, while Yangzhi only has one to expand Yangzhi's market share in the market. At that time, Yangzhi and Anrui's offices in India can integrate resources, and both parties cooperate from the market and products.

Taiwan Optical Mask General Manager Chen Lidun said that the reason for the cooperation between the two parties is from the business dealings of Quanda, a subsidiary of Daewoo Capital, and Eggsen, a subsidiary of Taiwan Optical Mask. Now Daewoo Capital has entered into the largest shareholder. I believe that Taiwan Optical Mask will focus more on the continuous development of its business in the future, and the primary goal is to focus on the operation of its optimizing subsidiary.

Huang Junguang pointed out that Daewoo was originally a small company, which has grown slowly over 11 years. The average investment amount of its subsidiaries was 20 to 500 million yuan. In 2023, it invested in Sanjiang Electric Power to 1.3 billion yuan, which is considered a large-scale company. After Hezheng acquired Sanjiang, it moved to a national heavy power industry with a capital of 2.4 billion yuan. The overall results in these two years have immediately appeared.

Huang Junguang emphasized that Daewoo's capital needs to grow bigger and bigger in Taiwan, and it is necessary to focus on national key industries. Therefore, it is decided to enter the semiconductor industry, which is the goal of becoming a mainstream industry. In the past, we have been looking for entry points. This year, we have the opportunity to participate in Yangzhi and Taiwan's optical mask private equity, hoping that the company's scale will grow bigger and bigger.

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