Star Evening News | The second IPO application after the eight science and technology innovation board regulations was accepted. The total amount of orders in Shanghai Shengmei exceeded 6.7 billion yuan
①MIIT: The software industry's integrated circuit design revenue in the first 8 months was 239.3 billion yuan; ②Peking: Striving to achieve a low-altitude economic industry scale of 100 billion yuan within three years; ③Guangdong: Accelerating technological breakthroughs and industrialization in large-scale models, embodied intelligent robots, future intelligent terminals, intelligent unmanned systems, etc.
National silicon industry group: downstream customers of silicon wafers are still destocking | Earnings conference.
①In the first half of 2024, the global semiconductor market has seen some improvement overall, but the recovery is slower than expected, and the global silicon wafer shipments still show a year-on-year decline trend. ②Director and President Qiu Ciyun of the national silicon industry group stated that both customer-side and company's own inventory digestion are ongoing.
Fushan Precision: Acquisition matters are currently being discussed with multiple parties | Directly targeting the earnings conference.
①Zheng Guangwen, the chairman of Fuchuang Precision, stated today that the company's current orders are quite sufficient, the operation is stable, and the existing production capacity can effectively meet customers' order delivery needs; ②Regarding the acquisition of 100% equity of Yisheng Precision, Zheng Guangwen stated that the acquisition is currently under discussion with multiple parties. Once completed, the acquisition will help enhance the company's comprehensive service capabilities.
Is baosheng science and technology innovation 'painfulletting go'? yangtze optical fibre and cable joint stock takes over multiple 'national champions' in domestic submarine cable assets | quick announcement
① Baosheng Submarine Cable will transfer 30% of its equity to Yangtze Optical Fibre and Cable, becoming a subsidiary and controlling shareholder of Yangtze Optical Fibre and Cable, with a transaction amount of 0.583 billion yuan; ② As an important subsidiary of Baosheng Science and Technology Innovation, Baosheng Submarine Cable has high standards and a total investment of 5 billion yuan, with multiple 'domestic best' project assets; ③ This year, the profit performance of many companies' submarine cable business has been under pressure due to factors such as the delay in the start of domestic offshore wind projects.
After the failed IPO, Core Business Assets of Chipbond Technology are being sold. Jinghua Microelectronics intends to acquire and enter the home appliance market.
①Jinghua Micro announced that it plans to acquire a 60% to 70% stake in the smart home appliance control chip business assets of Core Technology for no more than 0.14 billion yuan. Core Technology failed to go public on the STAR Market in 2023; ②Jinghua Micro stated that this acquisition will help the company expand its presence in the white appliances market.
The substrate factory of Sanan Optoelectronics has been illuminated! The silicon carbide industry chain is accelerating its attack on the 8-inch wafer. Several manufacturers have revealed new progress | Industry News.
①The third-generation semiconductor material silicon carbide (SiC) continues to evolve towards larger sizes, with frequent news of 8-inch silicon carbide. ②Sanan Optoelectronics stated that the chongqing Sanan project has already achieved the lighting and passivation of the substrate factory; Tianyue advanced 8-inch conductive silicon carbide substrates have now been delivered in batches. ③Analysis indicates that 8-inch wafers will help silicon carbide devices achieve large-scale commercialization in more application areas.
herru : I don't think it will happen in the short term.It has been maintaining this situation for several months. Every time there is good news, it gets overshadowed by other things, can't see any hope.