taiwan semiconductor's CoWoS packaging capacity is in short supply, and the advanced packaging industry remains highly prosperous.

taiwan semiconductor has obtained nvidia's consent to increase prices next year, with the possibility of a maximum 5% price increase for the 3nm process and a price increase of approximately 10% to 20% for CoWoS packaging. citic sec believes that advanced packaging technology has become an important path beyond the 'post-Moore era' and 'Moore's Law'. Focus on manufacturers and assembly and testing companies deploying advanced packaging technology, as well as supply chain related equipment manufacturers.

cls.cn18:55 ET

The convergence of big finance and technology may continue to lead the bullish trend.

Track the entire lifecycle of the main sector.

cls.cnNov 5 20:24 ET

Lenovo sues ZTE for infringement in the United Kingdom! Industry insiders: using litigation to promote reconciliation is quite common.

①Lenovo filed a lawsuit against zte for patent infringement in the High Court of the United Kingdom on October 21, 2024. zte's official response stated, "We always respect any company's legal actions within the framework of the law, but we are very disappointed in Lenovo's actions."; ②Patent disputes in the mobile industry are not uncommon. Overall, most lawsuits end in reconciliation after going through the process of confrontation.

cls.cnOct 30 19:44 ET

Telecommunications patent disputes flare up again! zte responds to Lenovo's overseas patent litigation: difficult to understand but expresses respect.

①Lenovo has filed an intellectual property lawsuit against zte in the UK High Court, and zte responded: We find it difficult to understand but express respect. ②Over the years, patent disputes in the telecommunications industry have been common. ③As of now, specific details of this case have not been outflowed.

cls.cnOct 29 22:42 ET

Approaching a 20cm limit down! This week, 10 listed companies announced that the company or related parties are under investigation by the CSRC, with popular chip stock infotmic co.,ltd included.

① infotmic co.,ltd announced on October 23 that personnel related to the restructuring were investigated for suspected insider information leaks, with a total of 10 listed companies announcing this week that the company or related parties were investigated by the China Securities Regulatory Commission (see table); ② The notice of investigation dealt a heavy blow to multiple stocks, with Nanwei Stock, New Titan Biology, and china harzone industry corp. respectively dropping 5.53%, 8.11%, and 11.79% the following day.

cls.cnOct 26 21:41 ET

Dongguan Chitwing Technology's net loss in Q3 expanded to 50.1 million yuan. No progress in cross-border new energy fund? | Interpretations

① Dongguan Chitwing Technology has been in net income losses for several consecutive quarters, and the net loss in the third quarter of this year expanded compared to the previous year. ② The third quarter report shows that the decline in data such as monetary funds, commodity purchases, cash received for services, and accounts receivable financing. The company stated that all these declines were due to 'revenue fluctuations'.

cls.cnOct 25 11:15 ET