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Be Wary Of Suzhou TZTEK Technology (SHSE:688003) And Its Returns On Capital
Suzhou Tztek Technology (688003.SH): Sales have not yet been formed for semiconductor front-end wafer inspection equipment with graphic defects.
Tianzhun Technology (688003.SH) stated on the investor interaction platform on August 6th that with the continuous development of the company's intelligent driving related business, the market's attention is increasing. It is believed that after the volume of intelligent driving business further increases, it will receive more market recognition. The company's semiconductors have graphic defect detection equipment in the front end wafer production process that has not yet been sold. The company needs to further expand its business, and it is believed that it will receive more recognition after mass production is achieved.
Suzhou Tztek Technology (688003.SH): The development experience and technical accumulation in the intelligent driving controller field can be applied to specific applications of humanoid robots.
On August 6th, Gelunhui reported that Suzhou Tztek Technology (688003.SH) stated on its investor interaction platform that intelligent driving and humanoid robots are important application scenarios of general artificial intelligence. The company's development experience and technological accumulation in the field of intelligent driving controllers can be transferred to specific applications of humanoid robots. The company will also maintain active attention to the field of humanoid robots in the future and look for opportunities for expansion.
Suzhou Tztek Technology (688003.SH): From a pricing perspective, second-hand equipment will not have any impact on us.
On July 16, Gelunhui reported that Suzhou Tztek Technology (688003.SH) said in an investor relations event that the actual supply of second-hand on-site inspection equipment in the second-hand market is relatively small, so sometimes the price of second-hand equipment is inverted. From our pricing point of view, second-hand equipment will not have any impact on us.
Suzhou Tztek Technology (688003.SH): Recently, TB1500 which has been launched is currently in communication with the team of large wafer manufacturers, and has received some wafer samples.
On July 16th, Gelunhui reported that Suzhou Tztek Technology (688003.SH) stated during an investor relations event that there are several other competitors in China that produce surface inspection equipment besides us. However, each competitor has their own strengths and unique product lines. Silicom is mainly focused on surface inspection equipment. We have had a device in use at a customer's factory for some time now, and according to their feedback, it can meet the customer's mass production requirements. On the other hand, we recently released the TB1500, and we are currently communicating with a large wafer manufacturing team and have accepted some wafer samples. According to customer feedback, we are currently the number one surface inspection equipment manufacturer in China.
Suzhou Tztek Technology (688003.SH): The verification cycle of semiconductor equipment is relatively long and generally lasts at least six months to one year.
On July 16th, Glodon News reported that Suzhou Tztek Technology (688003.SH) stated in an investor relations event that both logic and storage factories are suitable for our equipment. There is not much difference between logic and storage for our equipment because our field testing equipment has two testing modes: random mode and array mode. Logic is generally random mode, and storage is generally array mode, depending on the actual situation. The verification cycle for semiconductor equipment is relatively long, usually at least six months to one year.
Suzhou TZTEK Technology Co., Ltd's (SHSE:688003) Earnings Haven't Escaped The Attention Of InvestorsNo Data
