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Open Source Securities: Focus on supply chain autonomy and controllability, domestic IC design chips may soon counterattack.
In the "14th Five-Year Plan" of 2020, it is proposed that by 2025, the self-sufficiency rate of domestic chips should reach 70%.
The optical communication chip company Youxun Co. has started IPO guidance, with investments from China Mobile Capital, sg micro corp, and others.
① Youxun Co., Ltd. is one of the first companies in china engaged in the design of high-speed transceiver chips for optical communication, and has shipped nearly 2 billion chips to date, with products covering core transceiver cells for optical communication rates from 155M to 800G. ② The founder, Ke Binglan, once taught in the law department at Xiamen University and has "crossed" into the field of communication chip design; among the institutional shareholders of the company, Shenzhen Capital, Fujian Electronic Information Industry Fund, and Xiamen High-tech Investment are state-owned capital.
SG Micro (SZSE:300661) May Have Issues Allocating Its Capital
Guoyuan: The self-driving industry is ushering in a new round of development opportunities. Pay attention to investment opportunities in related electronic component manufacturers.
Tesla expects the Robotaxi to be produced in 2026 and mass-produced in 2027. If approved by China and Europe in Q1 2025, the Model 3/Y will be the first to experience self-driving functionality and may become a self-driving taxi.
SG Micro Corp Just Missed Earnings - But Analysts Have Updated Their Models
Shengbang Co., Ltd.: Report for the third quarter of 2024
Be Wary Of SG Micro (SZSE:300661) And Its Returns On Capital
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