The demand for 6-inch conductive Silicon Carbide is expanding, and Tianyue Advanced expects to turn losses into profits in 2024.
① A person from Tianyue Advanced Secretary Office stated that the company currently relies on 6-inch conductive Silicon Carbide substrate products as its main source of income; regarding 8-inch conductive Silicon Carbide substrate products, the company has had products available since the fourth quarter of 2024 and is now capable of bulk shipping; ② In November 2024, Tianyue Advanced launched 12-inch N-type Silicon Carbide substrate products, which is currently the largest size of Silicon Carbide substrate globally.
The NVIDIA Siasun Robot&Automation Business team visited the Peking National Center to accelerate the commercialization of AI robots.
Recently, the Vice President of NVIDIA's Siasun Robot&Automation Business, Deepu Talla, visited the National Local Co-construction Embodied Intelligence Robot Innovation Center. Deepu Talla stated that further deepening of cooperation between the two parties will be promoted in 2025.
JD.com's domestic mobile phone sales have increased by 200% month-on-month, and mobile phone supply chain manufacturers are expected to release performance elasticity.
According to media reports, as of January 20th at 12:00, the national subsidy activities in Peking, Hubei, Jiangsu, Zhejiang, and Shaanxi are fully launched on JD.com, and activities in other provinces and cities are also being rolled out. Among the provinces and cities where the national subsidy is launched, smartphone sales have increased by 200% month-on-month, and tablet sales have increased by 300%.
Hoyuan Green Energy forecasts its first loss for the 2024 annual report and plans to sell silicon material assets to 'weather the winter' | Interpretations
① The company expects to incur losses in 2024, with the loss amounting to between 2.5 billion and 2.7 billion yuan, and the loss in Q4 ranging from 0.87 billion to -1.07 billion yuan, which is an increase compared to Q3; ② The reduction in Global Strategy has also become an important means to reduce losses, and the company plans to sell its silicon material Assets to minimize subsequent losses.
The investigation authorities will legally initiate an investigation into the import of American chips, and the process of Semiconductors localization is expected to accelerate.
On January 16, during a press conference, the Ministry of Commerce stated that American companies' low stock price exports of related mature process chip products to China will be reviewed by the investigating authorities in accordance with relevant Chinese laws and regulations, following WTO rules, and an investigation will be initiated in accordance with the law. Research reports from Minsheng Securities point out that the urgent need for self-controllable demand in the core links of Semiconductors, and domestic manufacturers that continue to make breakthroughs in advanced manufacturing will usher in significant development opportunities.
Why is Wingtech Technology undergoing a strategic transformation at this time? | K Commentary
The effect of Wingtech Technology's recent Business adjustment will be how, and what kind of company it will be in the future is worth our continued attention.