Unreasonable suppression! The Biden administration announced the latest semiconductor export restrictions to China. How will this affect various aspects?

1. The usa Biden administration has issued new controls on semiconductor exports to china, with over one hundred chinese entities being included in the 'entity list'; 2. The U.S. Department of Commerce has also introduced 'long-arm jurisdiction,' restricting third-party countries from providing products containing U.S. technology or chips to Chinese companies listed on the entity list, but the Netherlands, japan, and over 30 other countries are exempted; 3. The Chinese Ministry of Commerce and Ministry of Foreign Affairs respond: China will take necessary measures to resolutely defend its legitimate rights and interests.

cls.cn18:38 ET

Youon technology intends to invest more money to acquire! The target company faltered after being listed on the star in July this year.

① Youon Technology announced that it is planning to acquire 65% of the equity in Lianshi Technology. ② Lianshi Technology had aimed to list on the star back in July last year, but in July this year, it withdrew its IPO application, thus terminating its listing plans.

cls.cnNov 20 19:50 ET

Cross-border agricultural machinery self-driving cars: youon technology plans to acquire Lian Shi Technology, which failed its IPO. Can this partnership lead to a win-win situation?| Quick read announcement.

① youon technology plans to acquire 65% of the shares of Lian Shi Technology, this trade constitutes a significant asset restructuring; ② In July of last year, Lian Shi Technology applied for a star IPO, but withdrew the IPO application in July of this year; ③ Lian Shi Technology's data indicates that its core product, the Beidou agricultural machinery autonomous driving system, has a market share that ranks among the top in the industry, participating in the construction of over 200 unmanned farms nationwide.

cls.cnNov 20 09:39 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 23:32 ET

Involved in a major restructuring! Plans to acquire assets of display driver chips. shenzhen yitoa intelligent control will suspend trading starting tomorrow | Quick read announcement.

① Shenzhen Yitoa Intelligent Control intends to acquire control of Aisens Company, with trading suspended starting tomorrow; this trade involves a significant restructuring. ② Aisens is an industry-leading display chip design company, and Shenzhen Yitoa Intelligent Control emphasizes the importance of the industrial synergy between both parties. ③ In recent years, Shenzhen Yitoa Intelligent Control has entered the display driver chip market.

cls.cnNov 14 10:00 ET

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.

cls.cnNov 13 19:06 ET