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Huafu Securities: The global semiconductor market saw a significant increase in July. Overseas control of semiconductor equipment continues to tighten.
The USA announced on September 5th that it will implement stricter export controls on key technologies such as quantum computing and semiconductor manufacturing products, aiming to restrict the access of competitors such as China.
HUA HONG SEMI: Interim Report 2024
European semiconductor industry calls for open trade: economic security should not be based on restrictive measures.
①The members of the European semiconductor industry association include asml holding, Infineon, and other well-known European industry manufacturers; ②The European Union once launched the first chip law in April 2023, but many first batch subsidy projects are already delayed or in doubt; ③The European industry association has called for the urgent introduction of a "Chip Law 2.0" support policy.
Jibang Consulting: The global top ten wafer foundry output value in the second quarter reached US$32 billion, an increase of 9.6% compared to the previous quarter.
According to a report by the Institute of Information, the demand for AI servers remains strong, driving the quarter-on-quarter growth of the global top ten wafer foundry output to 32 billion US dollars, an increase of 9.6%.
Zhitong Hong Kong stocks early know | Semiconductor Manufacturing International Corporation (00981) The semi-annual net profit attributable to the mother decreased by 62.7% year-on-year. Offshore renminbi against the US dollar rose above 7.10.
On August 29th, the offshore renminbi against the US dollar once exceeded 7.09, rising over 400 points during the day.
Hong Kong stocks morning report on August 30: Huawei's sales revenue in the first half of the year increased by over 30% year-on-year. hua hong semi's net profit in the first half of the year decreased by over 80% year-on-year.
① The '2024 World Computing Conference' will be held in Changsha on September 24-25. ② Huawei's sales revenue in the first half of the year increased by more than 30% year-on-year. ③ Apple is reportedly in talks to invest in OpenAI, and Nvidia is also interested in participating. ④ Insiders: Apple's bet on AI phones may be highly popular, with orders for new iPhones from suppliers increasing by more than 10% year-on-year.
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