AI drives the increase in demand for HBM, SRAM, and DDR5, and the Industry Chain of storage chips is expected to recover.

According to media reports, as AI boosts demand for advanced storage chips, Micron Technology will invest 7 billion dollars in the next few years to expand its manufacturing operations in Singapore. The securities firm Yongxing stated that benefiting from supply-side price increases, inventory gradually returning to normal, and AI driving the demand for HBM, SRAM, and DDR5, the Industry Chain is expected to reach a bottom and rebound.

cls.cnJan 9 19:02 ET

Technology giants are competing to build Datacenters as the PCB Industry continues to thrive.

① Amazon's Cloud Computing division, Amazon Web Services (AWS), plans to invest at least 11 billion dollars in Georgia to expand its infrastructure and support various Cloud Computing and AI technologies. ② The investment team pointed out that driven by AI technologies and applications, Servers will be the fastest-growing application area in PCBs, with an expected CAGR of 11.6% to 14.2 billion dollars from 2023 to 2028.

cls.cnJan 8 19:02 ET

The "Dual Wheel Drive" Technology Global Strategy of Zhongying has encountered setbacks, leading to the failure of a 1 billion-level acquisition of a leading company in brushless Electric Machine | Quick announcement.

① Zhongying Technology has terminated the acquisition of Botemon Electric Machine because the parties involved could not reach an agreement on the final plan; ② Botemon holds a 30% market share in the New energy Fund brushless electric machine sector, and Zhongying Technology had hoped to achieve a dual drive of "New Materials + Thermal Management" through the acquisition; ③ Zhongying Technology has MMF of 0.122 billion yuan on its books, and to complete this acquisition at the level of 1 billion, it may require a large amount of bank loans and other external financing.

cls.cnDec 20, 2024 07:58 ET

How do domestic semiconductors industry chain grow against the wind? At this closed-door event, many "little giant" companies shared their insights and advice.

① The release of a new round of export control entity lists has fostered the consensus within the industry to cultivate and develop a domestic supply chain system. ② Several emerging companies in the semiconductors field recently stated at an industry event that the domestic market for semiconductor equipment and memory chips is vast, and small and medium-sized enterprises possess the resilience for growth and development.

cls.cnDec 5, 2024 21:39 ET

Bomin Electronics: Bomin Jiangsu's production capacity utilization rate is about 90%, and the first phase of the investment project is expected to start trial operation at the end of the year | Direct hit on earnings conference

bomin electronics stated that the new generation of electronic information industry investment expansion project (Phase I) 3# plant has been basically completed, and if there are no other factors interfering, it is expected that some processes will enter the trial operation state by the end of the year. bomin electronics chairman and general manager Xu Huan stated that the comprehensive production capacity utilization rate of Jiangsu bomin is around 90% currently, showing an upward trend following the industry's recovery.

cls.cnNov 18, 2024 09:22 ET

Shengyi Electronics' Q3 net profit turned losses into gains year-on-year, planning to initiate the establishment of a 0.1 billion yuan industrial fund

①Early investment in research and development of 800G high-speed switches by Shengyi Electronics has successively secured bulk orders; ②The company's server product revenue scale achieved significant growth year-on-year, with server products accounting for 42.45%, a year-on-year increase of 20.87 percentage points; ③During the reporting period, the sales amount of the company's export products increased by 32.08% year-on-year.

cls.cnOct 28, 2024 08:32 ET