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Meixin Technology (301577.SZ): Meixin's products need to be compatible with products from chip manufacturers like Broadcom, and together they are applied in Communication Equipment.
On January 9, Gelonghui reported that Meixin Technology (301577.SZ) stated during an investor relations event that the company's main products include network transformers, power transformers, inductors, and other magnetic Components. These belong to passive components, while products from IC manufacturers like Broadcom are considered active devices. Meixin's products need to match the products from chip manufacturers like Broadcom to jointly support applications in Communication Equipment.
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① 2025 is a key year for advanced chip processing, Taiwan Semiconductor, Samsung, and Rapidus all plan to start trial production of 2-nanometer chips; ② According to Japanese media, the emerging company Rapidus plans to begin trial production of 2-nanometer chips in April, with shipments to Broadcom starting as early as June; ③ Rapidus has received significant funding from the Japanese government, and this trial production will determine its credibility in the market.
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