verisilicon microelectronics (shanghai) co., ltd. narrowed its Q3 loss by nearly 30% to 0.111 billion, while gross profit continued to be under pressure.
verisilicon microelectronics (shanghai) co., ltd. stated that the decrease in production business revenue is mainly due to factors such as some downstream customers being affected by destocking cycle; In the first three quarters of 2024, the company achieved a gross profit of 0.702 billion yuan, a decrease of 8.43% year-on-year.
High stock-based compensation leads Baiwei Storage to turn losses in Q3, with product prices recovering during the year.
1. BW storage's total revenue in the first three quarters of this year was 5.025 billion yuan, a year-on-year increase of 136.76%; net income attributable to shareholders was 0.228 billion yuan, a year-on-year increase of 147.13%; 2. It stated that the storage industry has recovered in the first three quarters of this year, and the company has achieved growth breakthroughs in both market and business, while product prices have also rebounded year-on-year.
Market share steadily climbing, naura technology group Q3 net income surges over 55% | financial report insights
Benefiting from the continuous expansion of process equipment coverage, steady increase in market share, and constant improvement in operational efficiency, in the third quarter, naura technology group's net income increased by 55.02% year-on-year, while total revenue increased by 30.12% year-on-year. Due to the rapid growth in electronic process equipment revenue and a decrease in cost expense ratio, naura technology group's net income for the first three quarters increased by 54.72% year-on-year.
Tuojing Technology: Q3 non-GAAP net profit decreased by nearly 60% year-on-year.
①Due to the significant increase in the proportion of revenue from new products and new technologies, the cost of customer validation for new products and new technologies is relatively high, resulting in a temporary decrease in the gross margin of the company; ②The total assets of Tuojing Technology increased by 32.06% compared to the end of the previous year, mainly due to the increase in inventory brought about by the expansion of business scale.
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.
Semiconductor manufacturing international corporation's stock price broke 100 yuan, with 17 companies having semiconductors trading at over 100 yuan. At which stage has the industry recovery reached?
①A-share semiconductor sector stocks surged, with Dongxin Corporation, Rockchip Electronics, Shanghai Belling Corp.,Ltd. and others hitting the limit up; ② Semiconductor Manufacturing International Corporation's stock price broke through the 100 yuan mark for the first time in history today, and there are already 17 companies in the A-share semiconductor "hundred yuan club," with Cambricon Technologies having the highest stock price; ③ Several A-share companies responded to the pace of industry recovery and demand trends with the reporter of the Star Market Daily.