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.cn51minutes ago

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

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.

cls.cn18:54 ET

Kangxi Communication: Some potential overseas customers are in a wait-and-see state due to the 337 investigation, increasing investment in the research and development of Star Flash products. | Direct hits on the earnings conference

①With the deepening cooperation of SoC manufacturers, the overseas business is gradually opening up. In the first three quarters of 2024, the company's overseas revenue accounts for approximately 15% of total revenue; ②The Star Flash RF front-end solutions are mainly used in fields such as IoT, and the products have been included in the reference designs of domestic Star Flash related SoC main chip manufacturers.

cls.cnNov 11 02:04 ET

Index volume stagflation reappears, under the rotation market, technology autonomy is expected to become the focus of capital chasing.

Track the entire lifecycle of the main sector.

cls.cnNov 10 20:25 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