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.
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Index volume stagflation reappears, under the rotation market, technology autonomy is expected to become the focus of capital chasing.
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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.
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Semiconductor Manufacturing International Corporation: Consumer broad categories downstream market rebounds, layout power device production capacity in response to new demand | Direct hit earnings conference
①Zhao Haijun, of semiconductor manufacturing international corporation, stated that the price of some 12-inch nodes is good, the product mix is optimized, and the average selling price of the company rose quarter-on-quarter in the third quarter; ②It is expected that about 0.03 million pieces of 12-inch monthly production capacity will be released in the fourth quarter, at which time the capacity utilization rate and shipments will decrease; ③semiconductor manufacturing international corporation will accelerate the layout of power device capacity to fully support the development of the automotive industry and new energy markets.