Semiconductors are soaring across the board! Semiconductor Manufacturing International Corporation rises over 10% as the Industry welcomes a "dual drive of investment and application."
① The semiconductor sector in the A-shares and Hong Kong stocks surged collectively, with Espressif Systems, Starry Technology, Peak Technology, Cambricon, and SFTP seeing their stock prices reach historic highs during trading. ② Cambricon has become the second highest stock in the A-shares market, with a year-to-date increase of over 388%, exceeding NVIDIA and Broadcom. ③ SEMI recently pointed out that investments in mainland China related to AI are beyond expectations.
On the first day of listing, it rose by 533.84%! XGIMI Technology landed on the Star, with NAURA Technology Group, Advanced Micro-Fabrication Equipment Inc. China, and others as Shareholders.
① Pioneer Precision Technology officially listed on the Star on December 12, with a closing increase of 533.84%, ultimately closing at 71.56 yuan/share, with a Market Cap of 14.482 billion yuan; ② Several major clients of Pioneer Precision Technology are also its Shareholders, including Advanced Micro-Fabrication Equipment Inc. China, Semiconductor Manufacturing International Corporation, NAURA Technology Group, and MicroNano.
TCL beats the drum for AI.
Economic benefits have reached 0.54 billion yuan.
Another celebrity semiconductor project "sells itself": 8.5 billion unicorn Yunying Valley is planned to be acquired by Shenzhen Goodix Technology, which had previously launched a sprint for IPO.
① Recently, Shenzhen Goodix Technology announced that it plans to acquire 100% of the shares of Yunying Valley Technology through the issuance of shares and cash payment. ② From the founding team's background, valuation status, and market position, Yunying Valley Technology can be considered a star project.
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.
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.