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citic sec: Four industry associations have spoken out, calling for the localization of chips, which has a significant guiding role in the direction.
On December 3, 2024, the four major industry associations of china's semiconductors/autos/internet/communication companies collectively issued a statement, firmly opposing the usa's export restrictions against china, stating that relevant chip products from the usa are no longer safe or reliable, and calling for the active use of chips produced by domestic and foreign enterprises in china.
Individual Investors Who Hold 35% of Will Semiconductor Co., Ltd. (SHSE:603501) Gained 4.1%, Insiders Profited as Well
Research reports | China Post Securities: Maintain a "buy" rating on Will Semiconductor, and continue to be bullish on the follow-up space of auto CIS.
According to a research report from China Post Securities, recently, will semiconductor (603501.SH) launched automotive image sensor products of different specifications using TheiaCel technology, and also released high-performance front machine vision cameras for advanced driver assistance systems (ADAS) and autonomous driving (AD). At the same time, the company will continually enrich the automotive-grade product matrix, leveraging nearly 20 years of valuable experience in the industry and a complete automotive-grade verification system, providing new momentum for the continuous growth of the company's annual performance and the ongoing increase in market share. As the configuration of high-end driving cameras gradually expands to mid and low-priced models,
The Three-year Shareholder Returns and Company Earnings Persist Lower as Will Semiconductor (SHSE:603501) Stock Falls a Further 3.6% in Past Week
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.
Will Semiconductor (603501.SH): The impact of the additional tariffs imposed by the usa on the company is limited.
Gelonghui, November 5th │ Will Semiconductor (603501.SH) stated on the interactive platform that, from the distribution of end customers, most of the company's revenue comes from domestic end customers. As a Fabless semiconductor chip design company, the company is only engaged in chip research and design, with wafer manufacturing and packaging testing mainly outsourced. The company continues to deepen and optimize the globalization planning and layout of the supply chain, and has established a sound supply chain system based on the location of customers. The impact of US tariff increases on the company is limited, and the company will continue to monitor global trade policy changes to more effectively respond to them.