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.

wallstreetcnFeb 13 02:32 ET

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.

cls.cnFeb 12 01:04 ET

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.

cls.cnFeb 11 07:56 ET

Xiaomi is taking the stage! DeepSeek ignites the "Hundred Mirrors War" as Consumer Electronics welcomes a new opportunity.

① The official Weibo of Xiaomi glasses has been launched, but no content has been published so far; ② Lei Jun expects the product's shipment volume to be "over 300,000 units." ③ Brokerages point out that AI glasses are likely to become a scenario where AI applications first take root.

cls.cnFeb 6 20:18 ET

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.

cls.cnJan 22 10:01 ET

Boe Technology Group is expected to turn a profit in non-recurring net profit for the first time in three years. Can the panel industry maintain its growth trend in 2025? | Interpretations

① Boe Technology Group released its performance forecast for 2024, expecting a positive Net income for the first time in three years; ② The company stated that demand-based production of LCDs, policy incentives, and the continuous growth of OLED shipments are the main reasons for the company's performance growth; ③ Analysts believe that in 2025, LCD production will primarily focus on "controlling production and stabilizing prices," while OLED will continue to penetrate the market.

cls.cnJan 20 10:44 ET