Sino-core international, the autumn of multi-story, has been caught in management disputes again, which is undoubtedly a snow.
On December 16, SMIC is open at 56 yuan, once fell to 52.68 yuan, and it is reported 55.20 yuan on the same day, fell 5.53%. SMIC H-shares stopped on the morning, fell 4.94% on the same day, returned to HK $ 20.2. Rough calculation, Liang Mengsu, this resignation Signaling Signaling SME International market value shrinks about 11.5 billion yuan. The latest data shows that the core international market value is still more than 200 billion yuan.
On December 15th, at the Interim Board of SMIC, the current joint CEO Liang Mengsu submitted a written resignation to the board of directors. At the same time, the rumors of the majority of Jiang Shangyi's return to Sikin International have become a reality. This kind of "one leave" not only is fascinating. In the evening of the 16th, SMIC responded to the matter, and the people who were in real resignation with Liang Mengmei.
However, compared with the reactance of Liang Mengsu, Liu Deyo, the chairman of TSM, gave respect for the "Old Department" Jiang Shangyi's decision. According to media reports, Liu Deyin said respect Jiang Shangyi's personal decision, "Where is it to be personal rights.
On the evening of the 16th, the Subscience issued a regulatory work letter to SMIC, involving the listed company, directors, intermediaries and related personnel. After triggering regulatory attention, when can SMIC have been solved?
SMIC encounters supervision work letters
The supervision is finally shot in the "one mountain can't be two tiger" plots.
On December 16th, the Subscite conducted a regulatory work letter to SMIC, involving the listed company, directors, intermediaries and related personnel. However, the specific content of this regulatory work letter has not been announced. However, this is undoubtedly related to the resignation of the SMIC International Executive Director and Joint CEO Liang Mengsu.
A few days ago, a letter from the Board of Directors went online. In the letter, Liang Mengsu said that he received the board of directors on Wednesday, December 9th: Mr. Jiang is about to serve as a vice chairman of the company. "I feel very wrong with this, because I haven't been to this matter beforehand. I deeply feel that I am no longer trusted and not trusted."
Liang Meng Song said that since November 2017 was appointed as a joint CEO, it has been three years since then, it has never been vacated, and tried to complete the technology development from 28 nm to 7nm and five generations.
At present, 28 nm, 14nm, 12nm, and n + 1 and other technologies have entered the scale mass production, and the development of 7nm technology has also been completed. You can immediately enter the risk mass production immediately next April. The most important key of 5nm and 3 nm is also the most difficult 8 major technology. It has also been unordered. Only for the EUV lightning machine, you can enter the comprehensive development phase.
For this person's appointment, Liang Mengsong's idea is self-evident. In the letter, Liang Mengshi said that "After the company's board of directors and shareholders will officially put forward the resignation after the nomination of Mr. Jiang, I should give me a comprehensive and fair evaluation of the contribution of me more than three years, and I should accept and appeal. s right."
According to the announcement of the SMIC, there are 15 members of the SME International Board of Directors, divided into executive directors, non-executive directors, and independent non-executive directors. Jiang Shangyi and Chairman Zhou Zi Xue, Joint CEO Zhao Navy, Joint CEO Liang Mengsu, Chief Financial Officer Gao Yonggang is an executive director. Non-Executive Directors include Chen Shengzhi, Zhou Jie, Ren Kai, Road Jun, Tong Guohua. Independent Non-Executive Directors include William Tudor Brown, Cong Jing, Liu Zunyi, Fan Ren Ren, Yang Guanglei.
In addition, the SMIC offers 4 committees of the Audit Committee, the Salary Committee, the Nomination Committee, and the Strategic Committee. In addition to the executive directors and vice director, Jiang Shangyi will also serve as a member of the Strategic Committee.
It is worth mentioning that the SMIC has shown that Liang Mengsu gives "no reason to abandon the ticket" for the appointment of the vice chairman of Jiang Shangyi, the executive director.
The information showed that Liang Mengsu was born in July 1952, is 68 years old, China Taiwan. In addition to doctoral degrees, Liang Mengsong also serves as an academician of motor and electronic engineers, and has more than 450 patents, published more than 350 technical papers.
Liang Meng Song served as SMIC International Joint CEO since October 2017 and was listed as one of the five core technicians of SMIC. In the present invention, During the reporting period, SME International's new technician Liang Mengmong and Zhou Meiheng, joined the technical team in 2017 to further enhance the comprehensive strength of the core R & D team.
In addition to the supervision, in addition to the listed companies and directors, it also involves the "intermediary organization and its related personnel". In July of this year, SMIC has completed the listing of Book-Board, and the sponsor brokerage for Haitong Securities and Zhongjin Company, the law firm and accounting, respectively, Shanghai Jintiancheng and Pu Huayong Road. Listed for less than half a year, the core technical talents are facing the loss of loss, and the intermediaries are also difficult to blame.
A resigned market value shrinks more than 10 billion
In the face of Liang Meng Song, SMIC has also responded quickly.
In the morning of December 16, SMIC issued the "Notice on Executive Directors and Dr. Liang Mengmeng", "to respond to media reports. Among the announcements, SMIC said that it is actively involving Dr. Liang to verify its true resignation, and any company's highest management personnel change, which is based on its release announcement.
In view of the resignation of Liang Mengsu, it is the direct cause of the departure. I am afraid it is this Sino-Cix International's retaining Jiang Shangyi's return and did not inform in advance. The same is the Mount Taishan, the Mount Beidou, Liang Mengsu, which has also been interpreted as "one mountain is not bilateral".
The resume information shows that Liang Shengyi is 74 years old. Since the 1974, after the University of Electronics Engineering, Stanford University, he has immersed in the semiconductor industry for 45 years, and he participated in the development of CMOS, NMOS, Bipolar, DMOS, SOS, SOI, GaAs laser, LED , Electron beam, Silicone solar cells and other items.
As early as December 2016, Liang Shengyi has joined Sikin International and served as the third type of independent non-executive directors and resigned in June 2019. Since then, Jiang Shangyi has served as Wuhan Hongqin CEO. After the news of Wuhan Hongqi, after the news of the Thunder this year, Jiang Shangyi issued a statement that all the positions in Wuhan Hongqin in June this year.
The intersection of the two is the world's largest integrated circuit foundry plant station power. In 1997, Liang Jiangyi returned to Taiwan. Vice President of TSME R & D, the land of leading power is developed from technical followers to technical leaders. When retired in 2013, Jiang Shangyi's position was a common chief operator.
Compared with Liang Mengsu's response, the Chairman of TSMC's chairman of TSM is respectful to the "old department" Jiang Shangyi's decision. According to media reports, Liu Deyin said respect Jiang Shangyi's personal decision. "Where is it to be a personal right?" I agree that Jiang Shangyi's idea about Chiplet (small chip), TSMC has developed more than ten years, helping 3 nm process to improve performance.
In fact, Liang Mengsong joined Taiwan's total time earlier, in 1992, it returned to Taiwan, and he served as a senior R & D of Tiesye Electricity, and he was a Treeholder. In 2009, Liang Mengsu chose to join Samsung Electronics, serving as the general manager of R & D, is considered a key person of Samsung 7nm process. Since then, Liang Mengsu joined SMIC in October 2017, mainly responsible for technology research and development.
For this person's dispute, its vibration is naturally transmitted to the capital market. On December 16th, SMIC A shares opened at 56 yuan, once fell to 52.68 yuan, and the fidelity reached 10%; the day was reported 55.20 yuan, fell 5.53%.
SMIC H-shares have been suspended at 9:04 am. After the afternoon, the stock price fell in the afternoon, and the decline was nearly 8%; the day fell by 4.94%, reported to HK $ 20.2. Rough calculation, Dr. Liang, this resignation leads to the shrinkage of SMIC international market.
The chip giant is facing the autumn of multiple
Although it is from the high-level "sense of dispute", for SMIC, missing the core technical talents, the consequences of bringing the company are unimaginable. In this regard, SMIC expressed the "to be evaluated" to the operation.
For SMIC, the high-level is not even lighter, and it is not a head. As early in 2011, the SME International's dispatched a struggle has brought serious disasters to the company. At this time, the CIC International is not a long time between CEO Wang Ningguo and CTO Yang Shining. After the Director, I was in the Yangtze River, Wang Ningguo was forced to resign, and after the new chairman was in place, Qiu Ciyun airborne core international, Yang Shining also left. After such a two defeatings, the loss of customer loss and performance landslides in SMIC will be inevitable.
After Qiu Ciyun arrived, SMIC has achieved lightning, but there is no significant breakthrough in the technical field. After Qiu Ciyun resigned in 2017, Zhao Navy became a new CEO. The same year, Siki International ushered in Liang Mengsu, becoming a joint CEO, such a double CEO model is running in Siki International, has been three years. The negative gas of Liang Mengsu can go to the country, and Jiang Shangyi's return can make up for losses and become the focus of attention.
As the first red-chip enterprise listed on "A + H", SMIC will only use 19 days from the application materials to the first, and the creative book is the fastest record. After the Huawei chip "break", SMIC is also given a hopes as "China Core". However, the recent core international is being encountered in the autumn.
In September this year, Reuters reported that the Industry and Safety Agency under the US Department of Commerce has issued a letter, inform some companies to receive licenses in the future to continue to provide goods and services to SME International. Subsequently, SMIC has confirmed the news in early October. In response to the export restriction, SMIC has said that it has launched a preliminary exchange with the US Industrial and Safety Agency, will continue to communicate with the relevant government departments.
On December 4, SMIC was included in the list of China's military enterprises by the United States. SMIC issued an announcement, after being included in the list of China's military enterprises, US persons will be restricted to trading for securities issued by SMIC and their related derivatives.
SMIC emphasizes that its company is an international enterprise, investor, customer and other stakeholders, including global. The company has always adheres to legal compliance and compliance with relevant laws and regulations, and its services and products have never involved any military use, all for civil and commercial. SMIC strongly opposes the decision of the US Department of Defense, which reflects the fundamental misunderstandings of the US Department of Defense for the company's business and technology end use, and the company will continue to communicate with the US government's relevant departments.
In this evening that Jiang Shangyi regression, SMIC has also released an annotation. The plaintiff filed a lawsuit representative, and some people who bought SME International in the US Securities Exchange Fair have filed a lawsuit, and SMICs and some directors were listed as defendants. SMIC is in cautious evaluation and will make active defense.
On the occasion of the wind and rain, whether the person change of SME International will repeat the same mistakes, can the "China Core" continue?
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