Anji Microelectronics Technology: Will not engage in single low stock price competition, will continue to strengthen the introduction of domestic products | Directly hit earnings conference

① Wang Shumin, chairman of Anji Technology, said that the company's 2024 performance expectations will continue the growth trend of the first three quarters; ② Yang Xun, secretary of the board of directors of Anji Technology, said that the company's capacity utilization rate is currently at a healthy level.

cls.cnDec 2 06:56 ET

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.

cls.cnNov 29 04:58 ET

Supply is insufficient! Industry giants are operating beyond capacity and the semiconductors industry chain is expected to further recover.

According to industry media reports, taiwan semiconductor's 3nm process capacity utilization rate in the first half of next year will reach 100%, and 5nm is even hotter, with a capacity utilization rate of 101%, that is, overloaded operation. Tianfeng Securities pointed out that in recent years, the country has vigorously supported the technology industry, and our semiconductor industry chain domestication has ushered in opportunities.

cls.cnNov 13 19:06 ET

Apple plans to launch wall-mounted smart home devices, which may be released as early as March next year.

①Apple plans to launch a wall-mounted display in March next year, which can control smart home devices, participate in video calls, etc., similar to Amazon's Echo Hub; ②Renowned Apple analyst Ming-Chi Kuo revealed that Apple will debut in the smart home IP camera market for the first time, with production expected in 2026.

cls.cnNov 12 19:49 ET

Leading explosive financial report confirms the hot demand for HBM, which semiconductor companies in A-shares are likely to benefit?

①sk hynix announced its third-quarter performance, with HBM sales up more than 330% year-on-year; ② Bank of America Merrill Lynch predicts that sk hynix's HBM sales in the next two years will reach $9.2 billion and $15.8 billion; ③ brokerage point of view, it is recommended to focus on new materials related to AI investment main line under computing power, storage, and advanced packaging.

cls.cnOct 23 23:19 ET

Convertible bonds project construction leads to increased depreciation, Huicheng shares increased revenue but not profit in the first three quarters, utilization rate and production capacity continue to improve.

① Hui Cheng Co., Ltd.'s latest financial report shows that it achieved revenue of 1.07 billion yuan in the first three quarters of this year, a year-on-year increase of 19.52%; net income attributable to the mother was 0.1 billion yuan, a year-on-year decrease of 29.02%; ② Hui Cheng Co., Ltd. stated that the decrease in net income was mainly due to its continued progress in issuing convertible bonds for project construction, continuous expansion of production capacity, and increased expenditures related to fixed asset depreciation.

cls.cnOct 23 08:57 ET