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.
With a market capitalization of 7 billion, the lithography concept stock H.B. Fuller is halted for reorganization. Will the acquisition of related companies help to 'reverse fate'? | Fast reading announcement
①H.B. Fuller is planning to acquire the semiconductor-related assets of its indirectly controlling shareholder FERROTEC Group, and trading will be suspended from tomorrow; ②FERROTEC Group also owns three semiconductor-related companies domestically, all of which are larger than H.B. Fuller; ③Analysts say that this acquisition is still in the planning stages, and its success remains to be further observed.
Star Evening News | Advanced Micro-Fabrication Equipment Inc. China's major shareholder equity changes, Willfar Information Technology won the bid for a 26.13 million yuan national grid procurement project.
1. The State Council: vigorously develop biomedical research and development outsourcing, digital manufacturing outsourcing; 2. Ministry of Industry and Information Technology: plans to implement large-scale equipment digital transformation and upgrading; 3. Shanghai: strive to become an internationally influential live-streaming economic hub by 2026.
The Star Market Evening News | Semiconductor Manufacturing International Corporation's net profit in the first half of the year dropped by 45%. Evert plans to invest in building a siasun robot&automation super factory.
① Shanghai SK Automation Technology's net income in the first half of the year increased by 2161.89% year-on-year; ② Weijie Chuangxin and Kewell Technology plan to repurchase; ③ Huayi Technology and related personnel received a warning letter from the Shanghai Securities Regulatory Bureau.
In the first half of the year, Tuojing Technology's non-deductible net profit dropped by nearly 70%, but process verification and new signed orders have shown a positive trend.
During the reporting period, the newly signed sales orders and shipment amounts of Tuo Jing Technology increased significantly compared to the same period last year, and the new order volume in the second quarter also increased significantly compared to the first quarter. As of the end of the reporting period, the company has sufficient sales orders on hand. As of the end of this reporting period, the cumulative wafer production volume of the company's thin film deposition equipment on the client production line has exceeded 0.194 billion pieces.
Star Market Evening News | Montage Technology's net profit in the first half of the year increased sixfold, and the IPO registration of Saifun Technology on the Star Market became effective.
①Bestechnic (Shanghai) Co., Ltd. net income in the first half of the year increased by 199.76%; ②Beijing Kingsoft Office Software, Inc. shareholders plan to reduce their shareholding by no more than 0.0016%; ③Energy Corp. incurred a net loss of 0.67 billion yuan in the first half of the year; ④Shanghai MicroPort Endovascular Medtech(Group)Co.,Ltd. net income in the first half of the year increased by 44.36%.
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.