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.
The substrate factory of Sanan Optoelectronics has been illuminated! The silicon carbide industry chain is accelerating its attack on the 8-inch wafer. Several manufacturers have revealed new progress | Industry News.
①The third-generation semiconductor material silicon carbide (SiC) continues to evolve towards larger sizes, with frequent news of 8-inch silicon carbide. ②Sanan Optoelectronics stated that the chongqing Sanan project has already achieved the lighting and passivation of the substrate factory; Tianyue advanced 8-inch conductive silicon carbide substrates have now been delivered in batches. ③Analysis indicates that 8-inch wafers will help silicon carbide devices achieve large-scale commercialization in more application areas.
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.
泰凌微 (Terminus Micro) takes action and Xiaomi Fund bets twice. What is the background of this Suzhou Wi-Fi chip design company?
①Tailingwei sells Sutong semiconductors; ②The founder and CEO of Sutong semiconductors are from South Korea and have nearly 20 years of marketing experience in the semiconductor industry.
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.