The new Chairman of China Resources Microelectronics has emerged!
China Resources Microelectronics announced recently that the 23rd meeting of the second Board of Directors approved the election of He Xiaolong as the chairman of the second Board of Directors; He Xiaolong has been with China Resources Group and China Resources Microelectronics, holding the position of deputy general manager in the Strategic Management Department of China Resources (Group) Co., Ltd.
Tianyue Advanced is expected to turn losses into profits in 2024, with overseas revenue reaching a new high since its listing.
① During the reporting period, the company's overseas revenue was 0.84 billion yuan, a year-on-year increase of 104.43%; ② In 2024, the company's Silicon Carbide substrate production will be 0.4102 million pieces, an increase of 56.56% compared to 2023; ③ Currently, the company has achieved quality and mass supply of 8-inch conductive type substrate products.
The industry leader issued a price increase notice, and the storage Industry prices and demand are expected to gradually recover.
According to TrendForce, Micron Technology has recently sent a price increase letter to customers, indicating that both the Memory Chip and storage markets have begun to recover, with growth expected by 2025 and 2026. Shengan Securities believes that the supply and demand relationship in the Industry may gradually improve, and Memory Chip prices and demand are expected to gradually rebound.
Huicheng Co., Ltd. will see revenue growth without profit increase in 2024, focusing on automotive display driver chips.
① Benefiting from stable downstream demand, Huicheng Co., Ltd. continues to see an increase in shipment volume; ② In recent years, as new manufacturers in the Industry gradually establish production capacity, competition in the display driver chip packaging and testing sector has intensified.
Google predicts that quantum computing will reshape the future within five years, and the Industry is expected to迎来 a period of Gold development.
① Julian Kelly, head of Google's Quantum AI Hardware department, recently stated that in about five years, quantum computers will experience a real breakthrough, including conducting cutting-edge physics research and generating new types of data. ② Huaan analysis pointed out that quantum information technology is expected to become an important core technology for China to "overtake on a bend" and gain discourse power in the Industry Chain within the Global technology industry.
Giantec Semiconductor Corporation's annual revenue has first surpassed the 1 billion yuan mark.
① The annual Earnings Reports released by Giantec Semiconductor Corporation indicate that in 2024, revenue reached 1.028 billion yuan, a year-on-year increase of 46.17%, with Net income increasing by 189.23% year-on-year; ② Products from Giantec Semiconductor Corporation used in DDR5 memory modules, auto electronics, and industrial control in high value-added markets have become important drivers for the expansion of revenue scale and improvement of profitability.