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Anji Microelectronics Technology: Will not engage in single low stock price competition, will continue to strengthen the introduction of domestic products | Directly hit earnings conference
① Wang Shumin, chairman of Anji Technology, said that the company's 2024 performance expectations will continue the growth trend of the first three quarters; ② Yang Xun, secretary of the board of directors of Anji Technology, said that the company's capacity utilization rate is currently at a healthy level.
Supply is insufficient! Industry giants are operating beyond capacity and the semiconductors industry chain is expected to further recover.
According to industry media reports, taiwan semiconductor's 3nm process capacity utilization rate in the first half of next year will reach 100%, and 5nm is even hotter, with a capacity utilization rate of 101%, that is, overloaded operation. Tianfeng Securities pointed out that in recent years, the country has vigorously supported the technology industry, and our semiconductor industry chain domestication has ushered in opportunities.
The layout of semiconductor equipment cleaning services, jiangsu yoke technology has completed the acquisition of a supporting service provider for Hynix, and the symbol company continues to incur losses.
①A brokerage's new materials analyst stated that one of the core business logics of this acquisition is that jiangsu yoke technology can save early equipment maintenance costs and outsourcing expenses by purchasing the equity of the target company. As for how large the third-party market space can be, there is still uncertainty; ②Jiangsu Yoke Technology stated that Wuxi Aisikaixi is mainly engaged in cleaning and maintaining semiconductor equipment components, among them, cleaning is an indispensable part of chip manufacturing.
Another semiconductor summit is about to be held, and the advanced packaging industry is expected to maintain a high level of prosperity.
①The 21st China International Semiconductor Exhibition (ICChina2024) will be held at the Beijing National Convention Center from November 18th to November 20th. ②Yole expects that the global advanced packaging market size is expected to increase from $46.83 billion in 2023 to $78.55 billion in 2028.
Leading explosive financial report confirms the hot demand for HBM, which semiconductor companies in A-shares are likely to benefit?
①sk hynix announced its third-quarter performance, with HBM sales up more than 330% year-on-year; ② Bank of America Merrill Lynch predicts that sk hynix's HBM sales in the next two years will reach $9.2 billion and $15.8 billion; ③ brokerage point of view, it is recommended to focus on new materials related to AI investment main line under computing power, storage, and advanced packaging.
The main theme is a mild recovery. The A-share semiconductor sector ushers in the trend of pre-increase. How will the future industry prosperity develop?
①15 semiconductor companies have forecasted their performance in the first three quarters, with 11 companies expecting growth and 2 turning losses around; ② The industry is gradually recovering, market demand is picking up, becoming the main theme of this round of performance optimism; ③ Some interviewees believe that in the second half of the year, perhaps only the market for mid-to-high-end chips is still doing well.