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UBS Group provided a benchmark list: Cambricon compared to NVIDIA, Xiaomi compared to Tesla, Semiconductor Manufacturing International Corporation compared to Taiwan Semiconductor...
UBS Group stated that the valuation of Cambrian is three times higher than that of NVIDIA, while the valuations of Xiaomi and Li Auto are 80% and 90% lower than that of Tesla, respectively. The valuation of Semiconductor Manufacturing International Corporation is 15% lower than that of Taiwan Semiconductor.
Semiconductor Manufacturing International Corporation: In the first quarter, there was an urgent need for supplementary orders in multiple fields, further strengthening efforts in automotive products | Highlights from the Earnings Conference.
① Zhao Haijun stated that customers have a high willingness to replenish inventory, with many urgent orders for Consumer Electronics, Internet, and mobile phones; ② Semiconductor Manufacturing International Corporation plans to increase the sales proportion of Automotive products to 10% over the next three years, at which point the corresponding production capacity will meet one-third of the domestic Automotive market's demand; ③ Zhao Haijun stated that it's generally believed that by 2025, in addition to the continued rapid growth of AI, demand across various application areas in the market will remain flat or experience moderate growth.
Star Evening News | Semiconductor Manufacturing International Corporation's guidance for 2025 revenue outperforms peers. Beijing Longruan Technologies Inc. and Yongxin Zhicheng released announcements of significant changes.
① Eleven departments: Strongly promote the integration and application of AI technology in the Copper Industry; ② The EU launches a 20 billion euro Fund to support AI super factories; ③ Li Yanhong discusses DeepSeek: Continuous investment in AI infrastructure is still needed.
Montage Technology's net profit for 2024 is expected to increase by over 200%. In Q4, multiple data points hit record highs, driven by the AI boom, leading to new product shipments.
Montage Technology expects to achieve a net income of 1.378 billion to 1.438 billion yuan for the fiscal year 2024, representing year-on-year growth of 205.62% to 218.93%; The company announced the launch of its latest developed PCIe 6.x/CXL 3.x Retimer chip, which has been successfully delivered to customers for sampling.
The semiconductor material manufacturer Xinyi Technology has started the A-share IPO counseling, with Tuojing Technology and Advanced Micro-Fabrication Equipment Inc. China both investing.
① Xinmi Technology has completed the listing counseling filing and intends to go public on the A-shares, with Sinolink serving as the counseling institution; ② The strategic financing completed by Xinmi Technology in May 2023 was jointly invested by the leading domestic film deposition equipment company Tuojing Technology and the leading company in the Semiconductors etching equipment, Advanced Micro-Fabrication Equipment Inc. China.
Only 6.6% away! Semiconductor Manufacturing International Corporation aims for a historical high, nearly 600 stocks have hit record highs this year, these stocks have created historical trading volumes.
① Today, Semiconductor Manufacturing International Corporation surged by 6.3%, with the intraday stock price reaching a new high in nearly two months, approaching the previously recorded all-time high. ② Currently, the financing balance of Semiconductor Manufacturing International Corporation remains at a historical high, but has recently decreased significantly, with a cumulative Shareholding of 2.1 billion yuan in the past month. ③ A total of over 590 stocks reached a new high this year today, with 43% of stocks also recording the highest trading volume for the year, among which 7 stocks simultaneously hit historical peak trading volumes.
Daring Lu : China is the next Super power.