Novoray Corporation: Spherical Titanium Oxide and other products are now being supplied in bulk. The market for more high-value filler products is being opened up | Direct report from the Earnings Conference.

① The company stated that since the beginning of the year, the sales of filler products used in the thermal interface field have been gradually increasing, and the capacity utilization rate of spherical products has further improved. In the fourth quarter, the company's operational status has been stable, meeting the company's development expectations; ② In addition to silicon aluminum oxide products, a series of high-end applications such as spherical Titanium and liquid fillers used in high dielectric high-frequency substrates have passed certification from domestic and international customers and have been shipped in bulk.

cls.cnDec 18, 2024 05:09 ET

How do domestic semiconductors industry chain grow against the wind? At this closed-door event, many "little giant" companies shared their insights and advice.

① The release of a new round of export control entity lists has fostered the consensus within the industry to cultivate and develop a domestic supply chain system. ② Several emerging companies in the semiconductors field recently stated at an industry event that the domestic market for semiconductor equipment and memory chips is vast, and small and medium-sized enterprises possess the resilience for growth and development.

cls.cnDec 5, 2024 21:39 ET

"No hope for any restart"? sai microelectronics inc. Super 5 billion semiconductor project suspended, major funds and actual controllers successively reduce shareholding within the year.

1. Sai Microelectronics Inc. has halted the progress of the 12-inch MEMS manufacturing line project in Hefei High-tech Zone with a total investment of 5.44 billion; 2. Starting in November this year, the first and second largest shareholders of Sai Microelectronics have successively announced their shareholding reduction plans.

cls.cnDec 4, 2024 03:23 ET

Multiple countries are increasing support for the semiconductor industry, and sector performance may gradually improve quarter by quarter.

Recently, multiple countries are increasing their support for the development of the semiconductor industry. On November 29, the German government is preparing to provide billions of euros in new investment to the country's semiconductor industry. On November 27, in order to support the development of the semiconductor industry, the South Korean Ministry of Finance announced plans to introduce 14 trillion Korean won (approximately 72.8 billion yuan) in low-interest loans next year.

cls.cnDec 1, 2024 18:53 ET

The 2024 World Consumer Electronics Fair is about to open, and the smart phone market is expected to grow against the trend.

①The 2024 World Consumer Electronics Exhibition will be held at the Shenzhen Convention and Exhibition Center from November 28th to 30th, 2024. ②China Merchants Securities believes that the Android flagship phones have entered an intensive release stage, with Xiaomi, OPPO, vivo, Honor, and Huawei all having released flagship new phones in this round, all highlighting AI and optical features. Pay attention to the innovation of new phones and subsequent sales.

cls.cnNov 27, 2024 19:03 ET

Biwei Storage: Market demand in Q4 has somewhat recovered month-on-month and will actively focus on opportunities for industry chain integration | Direct coverage of earnings conference.

In the earnings conference of Baiwei Storage, the company’s chairman Sun Chengsi stated that downstream customers slowed down the pace of goods picking in the third quarter. As inventory is digested and enters the peak season for consumer electronics, market demand in the fourth quarter has somewhat recovered compared to the third quarter; Sun Chengsi also indicated that with the update of inventory structure, the company’s gross margin is expected to gradually return to the central level, and the increase in localization rate provides ample space for the company's revenue growth.

cls.cnNov 19, 2024 23:32 ET