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Supply is insufficient! Industry giants are operating beyond capacity and the semiconductors industry chain is expected to further recover.
According to industry media reports, taiwan semiconductor's 3nm process capacity utilization rate in the first half of next year will reach 100%, and 5nm is even hotter, with a capacity utilization rate of 101%, that is, overloaded operation. Tianfeng Securities pointed out that in recent years, the country has vigorously supported the technology industry, and our semiconductor industry chain domestication has ushered in opportunities.
Market Participants Recognise KINGSEMI Co., Ltd.'s (SHSE:688037) Revenues Pushing Shares 25% Higher
Kingsemi Co., Ltd. (688037.SH): received government subsidies of 30.4 million yuan.
Gelonghui on November 7th: kingsemi co., ltd. (688037.SH) announced that it has recently received a total of RMB 30.4 million in government subsidies, all of which are government subsidies related to revenue.
KINGSEMI's (SHSE:688037) Shareholders Have More To Worry About Than Only Soft Earnings
Kingsemi's Q3 Profit Plunges 63%; Shares Slide 4%
Order delivery delays, combined with increased costs, kingsemi co., ltd.'s net profit in the first three quarters halved, with some fund-raising projects postponed.
①Kingsemi co., ltd. stated that the main reason for the decline in performance is the uneven distribution of short lead time orders and long lead time orders, resulting in certain fluctuations in quarterly revenue; ②In recent years, Kingsemi co., ltd. has also expanded into areas such as chemical cleaning, temporary bonding, and debonding. During the reporting period, its first chemical cleaning machine KS-CM300 was launched.
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