Tianyue Advanced is expected to turn losses into profits in 2024, with overseas revenue reaching a new high since its listing.
① During the reporting period, the company's overseas revenue was 0.84 billion yuan, a year-on-year increase of 104.43%; ② In 2024, the company's Silicon Carbide substrate production will be 0.4102 million pieces, an increase of 56.56% compared to 2023; ③ Currently, the company has achieved quality and mass supply of 8-inch conductive type substrate products.
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① Huаrui Precision has provided some tool product samples to Yushu Technology; ② Autel Intelligent Technology Corp.,Ltd. is accelerating the research and development of humanoid robots and recruiting for multiple key positions; ③ Chengdu Huawi has signed a Global Strategy cooperation agreement with Bodily Technology.
Weak terminal demand combined with lower product prices results in a decline in both revenue and Net income for Shanghai Hojing in 2024, with a postponement of some fundraising investment projects.
① Due to fluctuations in the global economy, the weak terminal demand in some niche markets and the slowdown in inventory adjustments have affected the recovery of the global semiconductor silicon wafer market, which is below expectations; ② Shanghai Hojin's "8-inch ultra-thick epitaxial process research and development" has entered the mass production stage; the "12-inch automotive-grade IGBT ultra-thick epitaxial wafer research and development above 850V" is in the small batch mass production stage.
The market size of Silicon Carbide devices will grow rapidly driven by New energy Fund, photovoltaic energy storage, and Datacenter.
On March 18, Ansem announced via its official WeChat account the launch of its first generation of SPM 31 intelligent power module (IPM) series based on 1200V Silicon Carbide (SiC) Metal Oxide Semiconductor Field Effect Transistor (MOSFET). Everbright pointed out that thanks to the drive from New energy Fund, photovoltaics, Datacenter, and other sectors, the market scale for Silicon Carbide devices will grow rapidly.
A premium of 68.11 times! Youxian Silicon plans to acquire 70% of DGT's equity, horizontally expanding into the upstream equipment sector.
① Youyan Silicon stated that the operation of the symbol company may be affected by macroeconomic factors, industry development trends, changes in market demand, and other factors, leading to a certain degree of uncertainty in future development and operating revenue. ② This trade includes performance commitments, and RST promises that from 2025 to 2027, during the commitment period, DGT must achieve more than 90% of the cumulative forecast revenue; otherwise, RST will provide cash compensation to Youyan Silicon.