Increase R&D investment to "bet" on new chip products and AI edge. Allwinner Technology's net income in Q4 2024 may decline year-on-year | Interpretations

① Given the low base from last year, Allwinner Technology expects the non-recurring net income to grow over 14 times year-on-year in 2024; ② The company estimates that the net income for Q4 2024 will be between 0.002 billion yuan and 0.039 billion yuan, compared to 0.044 billion yuan in the same period last year, indicating that the net income for Q4 last year will decline year-on-year.

cls.cnJan 23 10:47 ET

Montage Technology's net profit for 2024 is expected to increase by over 200%. In Q4, multiple data points hit record highs, driven by the AI boom, leading to new product shipments.

Montage Technology expects to achieve a net income of 1.378 billion to 1.438 billion yuan for the fiscal year 2024, representing year-on-year growth of 205.62% to 218.93%; The company announced the launch of its latest developed PCIe 6.x/CXL 3.x Retimer chip, which has been successfully delivered to customers for sampling.

cls.cnJan 22 10:01 ET

National Silicon Industry Group is expected to make a loss of up to 1 billion yuan in 2024, with the construction of the 300mm silicon wafer capacity upgrade project underway.

① With the rapid development of emerging technologies such as 5G, AI, and the Internet of Things, the demand for semiconductor chips continues to grow, driving an increase in the demand for semiconductor wafers. ② National Silicon Industry Group states that the global semiconductor market scale has significantly grown by 19%, but the market recovery from downstream to upstream requires a certain period, coupled with the industry's high inventory levels, leading to the semiconductor wafer market recovery not meeting expectations.

cls.cnJan 18 09:47 ET

The semiconductor material manufacturer Xinyi Technology has started the A-share IPO counseling, with Tuojing Technology and Advanced Micro-Fabrication Equipment Inc. China both investing.

① Xinmi Technology has completed the listing counseling filing and intends to go public on the A-shares, with Sinolink serving as the counseling institution; ② The strategic financing completed by Xinmi Technology in May 2023 was jointly invested by the leading domestic film deposition equipment company Tuojing Technology and the leading company in the Semiconductors etching equipment, Advanced Micro-Fabrication Equipment Inc. China.

cls.cnJan 17 07:15 ET

Only 6.6% away! Semiconductor Manufacturing International Corporation aims for a historical high, nearly 600 stocks have hit record highs this year, these stocks have created historical trading volumes.

① Today, Semiconductor Manufacturing International Corporation surged by 6.3%, with the intraday stock price reaching a new high in nearly two months, approaching the previously recorded all-time high. ② Currently, the financing balance of Semiconductor Manufacturing International Corporation remains at a historical high, but has recently decreased significantly, with a cumulative Shareholding of 2.1 billion yuan in the past month. ③ A total of over 590 stocks reached a new high this year today, with 43% of stocks also recording the highest trading volume for the year, among which 7 stocks simultaneously hit historical peak trading volumes.

cls.cnJan 17 04:41 ET

The investigation authorities will legally initiate an investigation into the import of American chips, and the process of Semiconductors localization is expected to accelerate.

On January 16, during a press conference, the Ministry of Commerce stated that American companies' low stock price exports of related mature process chip products to China will be reviewed by the investigating authorities in accordance with relevant Chinese laws and regulations, following WTO rules, and an investigation will be initiated in accordance with the law. Research reports from Minsheng Securities point out that the urgent need for self-controllable demand in the core links of Semiconductors, and domestic manufacturers that continue to make breakthroughs in advanced manufacturing will usher in significant development opportunities.

cls.cnJan 16 19:20 ET