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Zhaoyi Innovation 2024 Annual Results Pre-Increase Announcement
GigaDevice Semiconductor Inc. (603986.SH): The net profit for the fiscal year 2024 is expected to increase by around 576.43%.
On January 21, GigaDevice Semiconductor Inc. (603986.SH) announced its performance forecast for 2024, estimating that the net income attributable to the shareholders of the listed company will be around 1,090 million yuan, representing a year-on-year increase of approximately 576.43%. The company expects the net income attributable to the shareholders of the listed company, excluding non-recurring gains and losses, to be around 1,030 million yuan, representing a year-on-year increase of approximately 3,659.04%. The company estimates a revenue of around 7.349 billion yuan for 2024, reflecting a year-on-year growth of approximately 27.57%. The main reasons for the performance changes this period are: (
Express News | Gigadevice Semiconductor Sees 2024 Net Profit up 576.4% to Around 1.1 Bln Yuan
Tianfeng: From Internet Plus-Related to Cloud and then to AI, the three major investment opportunities under AI Agent.
In the short term (1 to 2 months), if the environment continues to improve, the Computer Index may lead; in the medium to long term (1 year), the overall performance of the Sector may outperform the Index, but it is still necessary to pay attention to the matching of corporate fundamentals and valuations, as well as to track policy and technological evolution.
GigaDevice Semiconductor Inc. (603986.SH): The training and inference of large models require a large amount of data, which will impose higher requirements on memory.
On January 15, GigaDevice Semiconductor Inc. (603986.SH) stated on the interactive platform that the training and inference of large models require a significant amount of data, which will impose higher demands on memory. The company's memory products include FLASH and niche DRAM products, and the impact of large models on the company's memory Business is uncertain and requires continuous observation.
Research Reports Gold Digging丨Everbright: Maintains GigaDevice Semiconductor Inc. 'Buy' Rating, DRAM Industry Continues to Innovate.
Everbright's Research Report points out that GigaDevice Semiconductor Inc. (603986.SH) is a leading niche storage and MCU company in China. The company has a diversified business layout with multiple product lines, currently focusing on three major categories: memory, microcontrollers, and Sensors, including series products such as Nor Flash, SLC NAND Flash, DRAM, and MCU. Among these, DRAM is a key product for GigaDevice Semiconductor Inc., which emphasizes research and development, keeping up with industry trends. Changxin Storage is a rare domestic IDM company for DRAM storage products, which, based on its strategic partnership with GigaDevice Semiconductor Inc., has opened part of its capacity for GigaDevice.