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How do domestic semiconductors industry chain grow against the wind? At this closed-door event, many "little giant" companies shared their insights and advice.
① The release of a new round of export control entity lists has fostered the consensus within the industry to cultivate and develop a domestic supply chain system. ② Several emerging companies in the semiconductors field recently stated at an industry event that the domestic market for semiconductor equipment and memory chips is vast, and small and medium-sized enterprises possess the resilience for growth and development.
Here's Why Tongfu MicroelectronicsLtd (SZSE:002156) Has A Meaningful Debt Burden
Tongfu Microelectronics (002156.SZ): The company currently has no business cooperation with Nvidia.
Gelonghui November 26th | Tongfu Microelectronics (002156.SZ) stated on the investor interaction platform that the company is vigorously developing fan-out, wafer-level, flip-chip and other packaging technologies and expanding its production capacity; in addition, actively laying out top packaging technologies such as Chiplet, 2D+, forming a differentiation competitive advantage. As of now, the company has no related business cooperation with Nvidia.
Tongfu Microelectronics (002156.SZ): providing global customers with one-stop services from design simulation to packaging testing.
Gelonghui November 26th, Tongfu Microelectronics (002156.SZ) stated on the investor interaction platform that the company is an integrated circuit packaging and testing service provider, offering a one-stop service from design simulation to packaging testing for global customers. The company's products, technology, and services fully cover a wide range of areas including AI, high-performance computing, big data storage, display drivers, 5G and other network communications, information terminals, consumer terminals, internet of things, autos electronics, industrial control, meeting diverse customer needs. The company seizes market development opportunities tightly, focusing on future high-value-added products and market hotspots, with a solid foundation for long-term success.
Tongfu Microelectronics (002156.SZ): has not yet involved in areas such as optical computing, digital twin, etc.
On November 25, Glonghui reported that tongfu microelectronics (002156.SZ) stated on the investor interaction platform that the company's main business is integrated circuit packaging and testing, and it has not yet involved in areas such as optical computing and digital twin.
Aiwei Electronics (688798.SH): The company disposed of some trading financial assets and no longer holds stocks in Tongfu Microelectronics.
Gelonghui reported on November 15 that Aiwei Electronics (688798.SH) announced that by the date of this announcement at the beginning of 2024, the company sold 1,506,390 shares of tongfu microelectronics through the centralized competitive bidding trading system, with a transaction amount of 50.3968 million yuan. The transaction symbol is listed in the company's financial statements as "trading financial assets," which are measured at fair value and any changes are recorded in the current profit and loss. This transaction has generated a cumulative profit of 24.0724 million yuan (after deducting the impact of income tax, etc.), including (1) the fair value confirmed by the company from the 2022 to 2023 fiscal year.
Recent 13% Pullback Isn't Enough to Hurt Long-term Tongfu MicroelectronicsLtd (SZSE:002156) Shareholders, They're Still up 112% Over 5 Years
