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The 2024 World Consumer Electronics Fair is about to open, and the smart phone market is expected to grow against the trend.
①The 2024 World Consumer Electronics Exhibition will be held at the Shenzhen Convention and Exhibition Center from November 28th to 30th, 2024. ②China Merchants Securities believes that the Android flagship phones have entered an intensive release stage, with Xiaomi, OPPO, vivo, Honor, and Huawei all having released flagship new phones in this round, all highlighting AI and optical features. Pay attention to the innovation of new phones and subsequent sales.
Shenzhen TXD Technology (002845.SZ): Currently not involved in the production of lithography machine components.
On November 18th, GeLongHui reported that Shenzhen TXD Technology (002845.SZ) stated on the investor interaction platform that the company is currently not involved in the production of lithography components.
Shenzhen TXD Technology (002845.SZ): There is currently no business cooperation with Tesla, usa.
On November 12, Gelonhui reported that Shenzhen TXD Technology (002845.SZ) stated on the investor interaction platform that the company has not yet had any business cooperation with Tesla from the usa.
taiwan semiconductor's CoWoS packaging capacity is in short supply, and the advanced packaging industry remains highly prosperous.
taiwan semiconductor has obtained nvidia's consent to increase prices next year, with the possibility of a maximum 5% price increase for the 3nm process and a price increase of approximately 10% to 20% for CoWoS packaging. citic sec believes that advanced packaging technology has become an important path beyond the 'post-Moore era' and 'Moore's Law'. Focus on manufacturers and assembly and testing companies deploying advanced packaging technology, as well as supply chain related equipment manufacturers.
Shenzhen TXD Technology (002845.SZ): Capacity ramp-up is progressing smoothly. Preliminary estimates suggest entering the top four in the same scale in mainland China.
Gelonghui November 6th | shenzhen txd technology (002845.SZ) stated on the investor interaction platform that the Kunshan Advanced Packaging and Testing Project is a cooperation project between our company and Kunshan New Moon. The communication between the two parties is smooth, the technical teams are fully integrated, and the first phase of the project is the packaging and testing of 12-inch display driver chips. Currently, the project equipment is gradually being installed on-site, and the production capacity is smoothly increasing. It is initially expected to enter the top four of the same scale in mainland china, and the construction of the second phase project is being planned and prepared.
Shenzhen TXD Technology (002845.SZ): Currently involved in the low-altitude economy sector.
On November 6, Teragene reported that Shenzhen TXD Technology (002845.SZ) stated on the investor interaction platform that our optical camera business has been cooperating closely with a well-known domestic drone company for many years, and has now entered the low-altitude economy field. We will do our best to provide customer support services.
Shenzhen TXD Technology Co.,Ltd. (SZSE:002845) Surges 30% Yet Its Low P/S Is No Reason For ExcitementNo Data
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