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Jiangbo Dragon (301308.SZ): The company's storage products are currently not applied to Huawei's foldable and tri-fold smartphones.
Jiangbolong (301308.SZ) stated on the investor interaction platform on September 12th that the company's storage products are widely used in various types of mobile terminals and maintain close cooperation with many major customers in the smart terminal industry. However, they have not yet been applied to the dual-fold and triple-fold smartphones mentioned by your company (Huawei).
Jiangnan Long (301308.SZ): Subsidiary Yuancheng Suzhou has mass production capability for wafer high-stack packaging.
Gelonghui September 9th | Jiang Bolong (301308.SZ) stated on the investor interaction platform that the company's subsidiary, Yuancheng Suzhou, has the mass production capacity for wafer high stack packaging (part of HBM technology), but is currently unable to produce HBM. The company will continue to monitor this technology closely and proactively carry out relevant research and layout work at the product application level.
China Great Wall Securities: In Q2, the semiconductor market size increased by 18% year-on-year, with improvements in equipment and logic IC on a quarterly basis.
The global semiconductor market size in 2Q4 2024 is approximately $149.9 billion, with a year-on-year growth of 18% and a quarter-on-quarter growth of 6%.
Jiangbolong (301308.SZ): The memory products include LPDDR and DDR memory modules (RDIMM, SODIMM, UDIMM) and other mainstream product formats.
On September 5th, Jiang Bolong (301308.SZ) stated on the investor interaction platform that memory is one of the company's important product lines. The company's memory products cover mainstream product types such as LPDDR and DDR memory modules (RDIMM, SODIMM, UDIMM), which are widely used in servers, mobile terminals, network terminals, e-sports, and other fields. With the landing of AI acceleration, the company is closely following the new trend in the storage industry and has launched new memory expansion modules such as LPCAMM 2, CAMM 2, CXL2.0, providing strong support for large capacity and high computing power applications in the AI era.
We Believe Shenzhen Longsys Electronics' (SZSE:301308) Earnings Are A Poor Guide For Its Profitability
Jiang Bolong: 2024 Semi-Annual Report
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