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.cn19:02 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

Novoray Corporation: Spherical Titanium Oxide and other products are now being supplied in bulk. The market for more high-value filler products is being opened up | Direct report from the Earnings Conference.

① The company stated that since the beginning of the year, the sales of filler products used in the thermal interface field have been gradually increasing, and the capacity utilization rate of spherical products has further improved. In the fourth quarter, the company's operational status has been stable, meeting the company's development expectations; ② In addition to silicon aluminum oxide products, a series of high-end applications such as spherical Titanium and liquid fillers used in high dielectric high-frequency substrates have passed certification from domestic and international customers and have been shipped in bulk.

cls.cnDec 18, 2024 05:09 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

Multiple countries are increasing support for the semiconductor industry, and sector performance may gradually improve quarter by quarter.

Recently, multiple countries are increasing their support for the development of the semiconductor industry. On November 29, the German government is preparing to provide billions of euros in new investment to the country's semiconductor industry. On November 27, in order to support the development of the semiconductor industry, the South Korean Ministry of Finance announced plans to introduce 14 trillion Korean won (approximately 72.8 billion yuan) in low-interest loans next year.

cls.cnDec 1, 2024 18:53 ET

Sanfu New Era: Demand for chemicals for PCBs is picking up, and composite copper foil equipment is ready for mass production | A direct look at the earnings conference

①It is reported that the company's MSA eco-friendly high-speed tin-plating special chemicals, due to its significant advantages in eco-friendliness and other aspects, have replaced the products originally used by customers and are currently being exported to Belarus; ②Mr. Shang Guan Wenlong stated that the company's one-step method and two-step method (hydroelectric plating) composite copper foil production equipment have been delivered, and currently have the capability to produce and ship in large quantities.

cls.cnNov 25, 2024 05:41 ET