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

China has made significant progress in the photon industry, with a broad future development space for silicon photonics technology.

①The "Photon Technology Frontier Blue Book" jointly released by the Xi'an Institute of Optics and Precision Mechanics of the Chinese Academy of Sciences and China Innovation Star shows that from 2014 to 2023, China has made significant progress in multiple fields in the global photon industry development. ②According to the Open Source Securities research reports, silicon photonics technology with CMOS process compatibility, high integration, and waveguide characteristics has great development potential in areas such as asia vets, optical computing, and consumer electronics.

cls.cnNov 4 19:00 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

Order delivery delays, combined with increased costs, kingsemi co., ltd.'s net profit in the first three quarters halved, with some fund-raising projects postponed.

①Kingsemi co., ltd. stated that the main reason for the decline in performance is the uneven distribution of short lead time orders and long lead time orders, resulting in certain fluctuations in quarterly revenue; ②In recent years, Kingsemi co., ltd. has also expanded into areas such as chemical cleaning, temporary bonding, and debonding. During the reporting period, its first chemical cleaning machine KS-CM300 was launched.

cls.cnOct 22 19:43 ET

It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.

①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.

cls.cnOct 18 01:13 ET

H.B. Fuller's acquisition plan is released! The revenue of the related target last year was approximately three times that of the listed company. | Speed reading announcement

①H.B. Fuller intends to acquire its affiliate Fuller China shares; ②H.B. Fuller's controlling shareholder currently holds stakes in multiple domestic semiconductor companies, and the market had many speculations about this acquisition previously; ③Fuller China's revenue and profits far exceed H.B. Fuller, which may bring about significant changes to H.B. Fuller's market performance.

cls.cnOct 16 11:00 ET