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NanJing Sanchao Advanced Materials (300554.SZ): Currently, the main partners for semiconductor consumables include Tianshui Huatian Technology, JCET Group Co., Ltd., Tongfu Microelectronics, China Resources Microelectronics, and Limat.
On December 26, Gelonghui reported that NanJing Sanchao Advanced Materials (300554.SZ) stated on the investor interaction platform that its main partners in semiconductor consumables currently include Tianshui Huatian Technology, JCET Group Co., Ltd., Tongfu Microelectronics, China Resources Microelectronics, and Lamart.
China Resources Microelectronics (688396.SH): Products are not yet applied in humanoid robots.
Gelonghui, December 20th丨China Resources Microelectronics (688396.SH) stated on the investor interaction platform that the company's products are currently not applied in humanoid robots.
Open Source Securities: Focus on supply chain autonomy and controllability, domestic IC design chips may soon counterattack.
In the "14th Five-Year Plan" of 2020, it is proposed that by 2025, the self-sufficiency rate of domestic chips should reach 70%.
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