Semiconductor giant Wingtech Technology's Q3 performance is improving, with the price of convertible bonds rising by over 50% from the low point of the year.

①In the third quarter, the net income attributable to shareholders of the listed company was 0.274 billion yuan, turning from a loss to a profit compared to the second quarter, showing significant improvement, and the performance recovery may drive the continuous rise of 'Wentai Convertible Bonds'. ②It is worth noting that the company's net profit attributable to equity holders in the first three quarters still decreased by 80.26% year-on-year, and the company's shares have frequently experienced shareholder reductions this year.

cls.cn21:55 ET

The first domestically produced independently controllable vehicle-grade MCU chip has been released, and the semiconductor industry is expected to continue growing.

On November 9, dongfeng automobile led the establishment of the Hubei Province Vehicle-Grade Chip Industry Technology Innovation Consortium to release a high-performance vehicle-grade MCU chip - DF30, filling the domestic gap. Huafu Securities stated that the semiconductor industry is growing rapidly, with revenue recovery at all levels, and driven by innovation in AI, HPC, edge AI/foldable screens, the semiconductor industry is expected to continue its growth trend.

cls.cnNov 10 19:03 ET

taiwan semiconductor's CoWoS packaging capacity is in short supply, and the advanced packaging industry remains highly prosperous.

taiwan semiconductor has obtained nvidia's consent to increase prices next year, with the possibility of a maximum 5% price increase for the 3nm process and a price increase of approximately 10% to 20% for CoWoS packaging. citic sec believes that advanced packaging technology has become an important path beyond the 'post-Moore era' and 'Moore's Law'. Focus on manufacturers and assembly and testing companies deploying advanced packaging technology, as well as supply chain related equipment manufacturers.

cls.cnNov 6 18:55 ET

The convergence of big finance and technology may continue to lead the bullish trend.

Track the entire lifecycle of the main sector.

cls.cnNov 5 20:24 ET

The latest trends in retirement funds' holdings revealed: In the third quarter, 51 new stocks were added to the top ten list of shareholders by outstanding shares, with unigroup guoxin microelectronics holding the highest market value.

① A-shares third quarter report has been disclosed, and the latest shareholding trends of retirement funds have also emerged； ② The list of the top ten circulating shareholders of 51 new stocks； ③ Attached is the list of A-shares with retirement funds' third quarter additional shareholding market cap exceeding 0.1 billion yuan (see table).

cls.cnNov 2 02:27 ET

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.

cls.cnOct 30 19:30 ET