Just ten days after the trade negotiations with Debonte technology fell through, Huawei Electronics intends to "fall" 100% equity in Huahai Chengke.

①Deppon Technology previously announced that the pricing range for the preliminary negotiation of 100% equity of Huawei Electronics is between 1.4 billion yuan and 1.6 billion yuan; ②At that time, Huawei Electronics made performance commitments, with a projected net income in 2024 of not less than 53 million yuan; ③Huawei Electronics experienced two rounds of financing, with investments from Zhejiang Business Venture Capital and Wingtech Group.

cls.cn18:59 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

China has made significant progress in the photon industry, with a broad future development space for silicon photonics technology.

①The "Photon Technology Frontier Blue Book" jointly released by the Xi'an Institute of Optics and Precision Mechanics of the Chinese Academy of Sciences and China Innovation Star shows that from 2014 to 2023, China has made significant progress in multiple fields in the global photon industry development. ②According to the Open Source Securities research reports, silicon photonics technology with CMOS process compatibility, high integration, and waveguide characteristics has great development potential in areas such as asia vets, optical computing, and consumer electronics.

cls.cnNov 4 19:00 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

Sales orders increase, China Hua Ocean sincere science net profit in the first three quarters compared with the same period last year increased by nearly 50%, but net profit declined year-on-year in Q3.

① Huahaichengke's net income increased in the first three quarters, mainly due to the increase in sales orders, the impact of input tax deduction for preferential tax policies, and the increase in interest on large amount of deposits; ② gmc products have passed assessments from multiple customers, and the self-developed gmc manufacturing special equipment is ready for mass production and continues to be optimized.

cls.cnOct 24 10:14 ET