Unreasonable suppression! The Biden administration announced the latest semiconductor export restrictions to China. How will this affect various aspects?

1. The usa Biden administration has issued new controls on semiconductor exports to china, with over one hundred chinese entities being included in the 'entity list'; 2. The U.S. Department of Commerce has also introduced 'long-arm jurisdiction,' restricting third-party countries from providing products containing U.S. technology or chips to Chinese companies listed on the entity list, but the Netherlands, japan, and over 30 other countries are exempted; 3. The Chinese Ministry of Commerce and Ministry of Foreign Affairs respond: China will take necessary measures to resolutely defend its legitimate rights and interests.

cls.cnDec 2 18:38 ET

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

Youyan Silicon: In the second half of the year, the prices of semiconductor wafers are relatively stable. The acquisition symbol DGT includes suppliers such as Taiwan Semiconductor and Micron | Directly covering the earnings conference.

Chairman Fang Yongyi of Youyan Silicon expressed that the company's 8-inch silicon wafer capacity utilization rate was full in the first three quarters, with a high production-sales rate. It will quickly develop new products, continuously reduce costs through technological progress. General Manager Zhang Guohu of Youyan Silicon stated that the acquisition target DGT is a supplier of Tokyo Electron Ltd. unsponsored ADR, taiwan semiconductor, micron, and other companies. The acquisition can effectively reduce the cost and risk of end customer certification, accelerating the certification process.

cls.cnDec 1 22:19 ET

【Data Monitoring】 The trading volume of the chip etf has surged, with strong speculators exceeding 0.3 billion buying into grinm advanced materials.

① The sse science and technology innovation board 50 index increased significantly by 3.61% today, with many chip etfs experiencing a substantial increase in trading volume, among which the grinm advanced materials chip etf fund (588290) saw a 232% month-on-month increase in trading volume. ② The high-priced stock grinm advanced materials, which is hit with a trading halt, received a purchase of 0.309 billion from Huaxin Securities at the Shanghai Wanping South Road branch.

cls.cnNov 27 04:55 ET

Tuojing Technology: As of the end of Q3, there is a full order backlog, with equipment already shipped to Japan. | Direct coverage of the earnings conference

The design of PF-300T Plus and PF-300M further enhances the equipment production capacity, with machinery capacity increasing by approximately 20% to 60%; the new reaction chambers pX and Supra-D further improve the performance indicators of thin film deposition. The technology company has established a wholly-owned subsidiary in Japan in the first half of 2024 and is currently actively expanding into other overseas markets.

cls.cnNov 25 04:28 ET

Trading Halted! Shenzhen Goodix Technology intends to acquire display driver chip assets. The target company had planned for an IPO. | Quick Read Announcement

1. Shenzhen Goodix Technology intends to purchase controlling stake in Yungen Technology, entering the field of display driver chips; 2. Yungen Technology's AMOLED display driver chip sales lead domestically, with previous IPO plans; 3. Shenzhen Goodix Technology's profitability has declined significantly in recent years, seeking to increase revenue is an important task.

cls.cnNov 22 10:46 ET