Yandong Micro's net profit attributable to mother in the first half of the year turned sharply into a loss, with a significant decrease in the average price of manufacturing business products.

① Yandong Micro's revenue in the first half of 2024 decreased by 43.10% year-on-year, with a net income of -15.13 million yuan, turning into a loss compared to the same period last year; ② Yandong Micro stated that the high-density power device platform has been developed and multiple products have achieved small-scale production, with a yield rate of 98.5% or higher on the 12-inch production line.

cls.cn12:00 ET

The demand for silicon carbide is increasing driven by new energy vehicles, and Tianyue Advanced's revenue and net profit both doubled in the first half of the year.

①Tianyue Advanced stated that during the reporting period, the continuous penetration of silicon carbide semiconductor materials in the fields of new energy autos and wind and solar energy storage has led to continued expansion of the downstream application market; ②The industry generally believes that compared to mature silicon wafer manufacturing processes, silicon carbide substrates will still face challenges in terms of preparation difficulty and high cost in the short term.

cls.cnAug 22 20:53 ET

The product price is under pressure. Naxin Micro recorded a net loss of 0.265 billion yuan in the first half of the year, with a provision for inventory depreciation of approximately 36 million.

①The company stated that product prices are under pressure, and the gross margin has decreased compared to the same period last year; sales expenses and management expenses have increased year-on-year; in the reporting period, the amortized share-based payment expenses were 0.147 billion yuan. ②In the first half of 2024, the company's shipments in the automotive electronics field have reached 0.133 billion units. In addition, the company has achieved mass production and shipment in the European market.

cls.cnAug 22 09:18 ET

Roadway Optoelectronics plans to issue 0.739 billion convertible bonds to increase investment in semiconductor and flat panel display mask production lines. Some of the proceeds from the initial offering will be delayed for investment projects.

Lumileds stated that, taking new flat panel displays as an example, with the continuous advancement of display technology, new display products such as AMOLED, LTPO, OLEDoS, Mini-LED, are more widely used in consumer goods, which brings great stimulation to the demand for cover plate. Lumileds' secretary office person stated that, this time the company's fundraising investment focuses on core business and belongs to technology innovation field investment.

cls.cnAug 22 09:16 ET

Benefiting from increased downstream demand and mass production of new products, allwinner technology's H1 has turned losses into profits | Interpretation of financial report

After the afternoon stock price plummeted, Allwinner Technology's half-year report will be released tonight, and the main financial indicators are within the previously announced performance range. Benefiting from the recovery of the semiconductor market, increased downstream demand, and mass production of new products, the company's revenue in the first half of the year reached a new high since its listing, and the net income turned around compared to the same period last year.

cls.cnAug 21 10:36 ET

The utilization rate of downstream customers' production capacity has increased, and Huahai Chengke's net profit in the first half of the year has more than doubled. High-end packaging materials have not yet achieved mass production.

① The company's GMC can be used for HBM packaging. The related products have been validated by customers and are now in the sampling phase. ② The company's capacitor materials have been widely applied, and materials for photovoltaic module packaging have generated a small amount of sales. The release of mold-release materials and mold-release agents for semiconductor packaging is expected to begin in the third quarter.

cls.cnAug 21 08:21 ET