Semiconductors
- 1227.716
- +6.075+0.50%
Youyan Silicon: In the second half of the year, the prices of semiconductor wafers are relatively stable. The acquisition symbol DGT includes suppliers such as Taiwan Semiconductor and Micron | Directly covering the earnings conference.
Chairman Fang Yongyi of Youyan Silicon expressed that the company's 8-inch silicon wafer capacity utilization rate was full in the first three quarters, with a high production-sales rate. It will quickly develop new products, continuously reduce costs through technological progress. General Manager Zhang Guohu of Youyan Silicon stated that the acquisition target DGT is a supplier of Tokyo Electron Ltd. unsponsored ADR, taiwan semiconductor, micron, and other companies. The acquisition can effectively reduce the cost and risk of end customer certification, accelerating the certification process.
The optical communication chip company Youxun Co. has started IPO guidance, with investments from China Mobile Capital, sg micro corp, and others.
① Youxun Co., Ltd. is one of the first companies in china engaged in the design of high-speed transceiver chips for optical communication, and has shipped nearly 2 billion chips to date, with products covering core transceiver cells for optical communication rates from 155M to 800G. ② The founder, Ke Binglan, once taught in the law department at Xiamen University and has "crossed" into the field of communication chip design; among the institutional shareholders of the company, Shenzhen Capital, Fujian Electronic Information Industry Fund, and Xiamen High-tech Investment are state-owned capital.
Bestechnic (Shanghai) Co., Ltd.: Some asia vets glasses customer projects are in the import stage, and the rise of cloud-based large models is bringing new requirements to chips. | Directly hit the earnings conference
① In the first three quarters, bestechnic (shanghai) co., ltd. saw smartwatches and wristband products account for approximately 29%, a significant year-on-year increase. Looking ahead to the fourth quarter and 2025, bestechnic (shanghai) co., ltd. stated that the gross margin from sales is expected to continue improving; ② The company's inventory in the third quarter was 0.672 billion yuan, of which raw materials and work-in-progress accounted for approximately 60%, while finished products accounted for about 40%.
The 2024 World Consumer Electronics Fair is about to open, and the smart phone market is expected to grow against the trend.
①The 2024 World Consumer Electronics Exhibition will be held at the Shenzhen Convention and Exhibition Center from November 28th to 30th, 2024. ②China Merchants Securities believes that the Android flagship phones have entered an intensive release stage, with Xiaomi, OPPO, vivo, Honor, and Huawei all having released flagship new phones in this round, all highlighting AI and optical features. Pay attention to the innovation of new phones and subsequent sales.
【Data Monitoring】 The trading volume of the chip etf has surged, with strong speculators exceeding 0.3 billion buying into grinm advanced materials.
① The sse science and technology innovation board 50 index increased significantly by 3.61% today, with many chip etfs experiencing a substantial increase in trading volume, among which the grinm advanced materials chip etf fund (588290) saw a 232% month-on-month increase in trading volume. ② The high-priced stock grinm advanced materials, which is hit with a trading halt, received a purchase of 0.309 billion from Huaxin Securities at the Shanghai Wanping South Road branch.
6 years after acquiring ANSYS semiconductors, Zhongwen Jintai's "operation abnormalities", Wingtech Technology responds: the company has no actual business.
① Zhongwen Jintai has been included in the list of abnormal operations by the Market Supervision Administration of Hefei High-tech Development Zone due to being unable to be contacted through its registered address or business location. ② A staff member from the Secretary Office of Wingtech Technology stated that the company currently has no actual business, and the legal department has communicated with the local market supervision to understand the situation.
Expanding internet of things asia vets terminals, Kangxi Communication plans to acquire 51% of the shares in Chip Zhongxin.
Kangxi Communication stated that the planned acquisition of the target company will help improve Kangxi Communication's existing Wi-Fi RF front-end chip products, supplementing the company's capabilities in terms of technology, revenue, etc. in the internet of things industry. Industry investors stated that in terms of smart control modules, Chip Inside could save on the intermediate price difference by purchasing Kangxi Communication's Wi-Fi chips, thereby driving down the costs of related products.
Nanchip Technology: This year, the auto electronics business has grown rapidly, with key breakthroughs in the BMS and Display Power product lines | Highlights from the earnings conference.
At the Nanxin Technology earnings conference, the director and general manager, Ruan Chenjie, stated that the BMS and Display Power product lines have achieved key breakthroughs, with strong growth momentum, and the future business scale is expected to continue to rise rapidly. Ruan Chenjie mentioned that the company's revenue and net income in the first three quarters have all exceeded last year's full-year level, and it is expected that the annual revenue and profitability situation will achieve better results.
Tuojing Technology: As of the end of Q3, there is a full order backlog, with equipment already shipped to Japan. | Direct coverage of the earnings conference
The design of PF-300T Plus and PF-300M further enhances the equipment production capacity, with machinery capacity increasing by approximately 20% to 60%; the new reaction chambers pX and Supra-D further improve the performance indicators of thin film deposition. The technology company has established a wholly-owned subsidiary in Japan in the first half of 2024 and is currently actively expanding into other overseas markets.
In response to a single word, the stock plunged! Since November, 7 listed companies have announced that the company or related parties have been filed by the CSRC, with chip stock Jinghua Micro included.
① *ST Pengbo announced on Monday that the company and its actual controller have been put on record by the Securities Regulatory Commission. Since November, a total of 7 listed companies have announced that the company or related parties have been put on record by the Securities Regulatory Commission (see attached table); ② The notice of the case hit many stocks "hard", as ST Bailing experienced a limit down the day after the announcement, and Jinghuawei closed down over 15%.
Trading Halted! Shenzhen Goodix Technology intends to acquire display driver chip assets. The target company had planned for an IPO. | Quick Read Announcement
1. Shenzhen Goodix Technology intends to purchase controlling stake in Yungen Technology, entering the field of display driver chips; 2. Yungen Technology's AMOLED display driver chip sales lead domestically, with previous IPO plans; 3. Shenzhen Goodix Technology's profitability has declined significantly in recent years, seeking to increase revenue is an important task.
Zhongke Feice: The Mingchang nanometer pattern wafer defect detection equipment has been shipped in small batches, and will focus on expanding equipment products in the future. | Direct hit earnings conference
① In the first three quarters, Zhongke Feice increased R&D investment in the iteration and upgrading of new products and existing products towards more cutting-edge processes, which affected profitability; ② Chen Lu expressed confidence in the company's ability to maintain steady growth for the entire year's operation.
[Data Watch] The four major futures contracts have seen a significant increase in long positions, with algo positions exceeding 0.5 billion selling off grinm advanced materials.
①The main contracts of the four major stock index futures have all increased their long positions by more than 3,000 lots, and the number of long positions is greater than the short positions. ②Stocks related to solid state batteries, grinm advanced materials, were sold by gtja headquarters for 0.505 billion in algo positions, and the stock is also fiercely contested by first-tier private equity funds.
The native hongmong system has expanded to the tablet sector, and the huawei hongmong ecosystem is expected to experience accelerated development.
On the morning of November 21, following the release of smartphones, Huawei's terminal announced on its official social platform that a tablet equipped with the native Hongmeng OS will soon debut at the Mate brand event. This marks Huawei's first expansion of the native Hongmeng OS to the tablet track.
It is planned to raise 60 million yuan for the private equity fund jointly established by suzhou hyc technology and Dongwei Semiconductor.
① Suzhou HYC Technology's fund established this time is not included in its consolidated financial statements, the investment funds come from its own assets, and the contribution amount accounts for 0.18% of its total audited assets in the past year; ② Previously, Suzhou HYC Technology has invested in three private equity investment funds, all of which are invested in sectors such as semiconductors and optoelectronics.
[Data Observation] Institutions have sold off qingdao kutesmart co.,ltd. for two consecutive days, while retail investors and algo are fiercely competing for grinm advanced materials.
① AI asia vets concept stock qingdao kutesmart co.,ltd. experienced a sell-off of 0.106 billion by institutions, with over 90 million sold by institutions yesterday. ② Solid state battery concept stock grinm advanced materials was sold by two top-tier speculative funds totaling over 0.2 billion, while algo seat gtja headquarters brokerage bought 0.261 billion and simultaneously sold 0.19 billion.
Biwei Storage: Market demand in Q4 has somewhat recovered month-on-month and will actively focus on opportunities for industry chain integration | Direct coverage of earnings conference.
In the earnings conference of Baiwei Storage, the company’s chairman Sun Chengsi stated that downstream customers slowed down the pace of goods picking in the third quarter. As inventory is digested and enters the peak season for consumer electronics, market demand in the fourth quarter has somewhat recovered compared to the third quarter; Sun Chengsi also indicated that with the update of inventory structure, the company’s gross margin is expected to gradually return to the central level, and the increase in localization rate provides ample space for the company's revenue growth.
After ten years since its establishment, semiconductor manufacturing international corporation's industry chain company Jimxi has started IPO guidance, with investments from sai microelectronics inc. and shanghai semiconductors fund.
① Jimxi's main clients include semiconductor manufacturing international corporation, hongli, HLMC Huāli microelectronics, and others; ② Jimxi has provided customized equipment and process solutions of hundreds of models and specifications to over 100 domestic wafer fabs, with main equipment covering full wafer sizes of 6-inch, 8-inch, and 12-inch.
Amlogic: It is expected that the annual revenue will increase year-on-year, with inventory consisting mainly of short-term aged products | Directly focus on the earnings conference.
①Based on the new ARM V9 architecture and self-developed edge AI capabilities, the 6nm chip of the company's next-generation product improves CPU performance by more than 60%, GPU performance by more than 230%, and reduces power consumption by 50% compared to the previous generation 12nm chip; ②This year is dedicated to improving operational efficiency for the company. A series of operational efficiency improvement initiatives have been identified, and the improvement effects will gradually be reflected in the second half of the year.
Resumption of trading tomorrow! Hope Micro plans to acquire 100% equity of Chengxin Micro, expanding its technical and product layout in areas such as power management chips.
① Xidi Micro announced that it plans to acquire 100% of Chengxin Micro's shares through the issuance of shares and cash payment, and its stocks will resume trading starting from November 18; ② The announcement indicates that this trade will help Xidi Micro broaden its technology and product layout, accelerate the expansion of product categories and downstream application fields, and enhance the listed company's operational capability and market competitiveness.