Another "A+H" listing may be born on the Star! Tianyue Advanced has disclosed its Hong Kong stock prospectus.

① According to the prospectus for Listed in Hong Kong, as of the first three quarters of 2024, Tianyue Advanced's overseas revenue accounts for about 40%; ② Tianyue Advanced stated that it will establish production bases overseas based on customer distribution to increase the production capacity of the company's large-sized Silicon Carbide substrates and improve responsiveness to overseas customer demand.

cls.cnFeb 25 10:12 ET

Inertial Sensors, an important component of humanoid robots, may soon see an explosive demand.

Ye Zhongzheng from Shanxi stated that inertial Sensors are an important component of the Sensory Ontology for humanoid Siasun Robot&Automation, and the Inertial Measurement Unit (IMU) can effectively avoid problems caused by obstacles and the execution of complex movements, making it the most feasible solution for assisting humanoid robots in achieving bipedal movement.

cls.cnFeb 24 19:08 ET

With intensified Industry competition and changing customer demands, Zhennai Technology's Net income in 2024 is expected to decline by over 70%.

① Regarding the decline in Net income, Zhenlei Technology stated that it is mainly affected by increased R&D investment, an increase in credit impairment losses, and the provision for impairment on certain inventory. ② In response to the recovery progress of downstream product demand, Zhenlei Technology stated that, for the moment, the overall environment in the Industry is improving, and given that this year is the final year of the "14th Five-Year Plan," the company is confident about this year's delivery confirmation situation.

cls.cnFeb 24 08:31 ET

Benefiting from the recovery of market demand and the trend of the AI industry, Montage Technology's net profit in 2024 is expected to increase more than twice.

① Montage Technology achieved a net income of 1.412 billion yuan in 2024, a year-on-year increase of 213.10%, setting a historical high; ② The shipment volume of its DDR5 memory interface chips exceeded that of DDR4 memory interface chips, and the shipment volume of the second generation DDR5 memory interface chips exceeded that of the first generation products.

cls.cnFeb 24 07:51 ET

Haiguang Information's revenue and net profit are expected to grow by 50% in 2024, and domestic computing Hardware may benefit from major AI investments.

① Haiguang Information achieved a total revenue of 9.162 billion yuan in 2024, with a year-on-year growth of 52.40%, and the Net income attributable to shareholders grew by 52.73% year-on-year; ② Haiguang Information announced this month that its computing power chip products have completed the adaptation and optimization for the DeepSeek-Janus-Pro multimodal large model.

cls.cnFeb 24 06:44 ET

The focus of AI development is shifting from training to inference, with customized ASICs expected to experience a surge.

① Driven by DeepSeek, CSP providers are expected to more actively develop self-owned ASIC solutions with lower costs, shifting their focus from AI training to AI inference, which is estimated to gradually increase the proportion of AI inference servers to nearly 50%. ② GTJA points out that AI ASIC chips have advantages in power consumption and cost, making them a necessary choice.

cls.cnFeb 23 19:09 ET