Recently, the first phase of NSFC has been continuously reducing its holdings. In addition to Changdian technology, it has also reduced its holdings of shares of Guoke micro, Zhaoyi innovation, Jingfang technology, Tongfu micro power and other companies. At the same time, the investment of the second phase of the national big fund is still increasing. Up to now, there are more than 10 public investment projects in the second phase of the national big fund, involving enterprises such as Ziguang zhanrui, Starway, SMIC
southern, Beijing smart chip microelectronics, Hefei Payton storage, Changchuan technology, Zhuhai aipaike microelectronics and China Resources micro, with a total investment of more than 30 billion yuan. In addition, the investment structure of the second phase of the national big fund is also being optimized. According to Shanghai securities analysis, unlike the first phase of NSFC, which mainly invests in IC design, the second phase pays more attention to the investment in semiconductor equipment and materials.