000039 SSE Info technology Index
- 2403.11
- -15.08-0.62%
Loongson: The first independent graphics card chip will complete code freeze at the end of the year, and will accelerate its development through mergers and acquisitions, etc. | Earnings conference
① The company's chairman revealed that it is expected to enter a new phase of growth in the second half of 2024 and a new phase of expansion in 2025; ② The display performance of 9A1000 is overall comparable to that of the RX550 graphics card, with an additional 32TOPS of AI computing power. The company aims to complete physical design by the end of the year; ③ It is expected that within 2 to 3 years, more than 10 companies will introduce SoC chip products based on the Dragon architecture.
shenzhen transsion holdings co., ltd.'s financial officer has been detained, serving for as long as 10 years.
①Xiao Yonghui has been the Chief Financial Officer of shenzhen transsion holdings co., ltd. since January 2014. The lawyer said that being placed under coercive measures means that the relevant parties may be subject to coercive measures by the supervisory authorities due to suspicion of illegal or criminal activities. ②Shenzhen Transsion Holdings Co., Ltd. has had outstanding performance in recent years, but it still faces challenges at present.
Star Evening News | Advanced Micro-Fabrication Equipment Inc. China's major shareholder equity changes, Willfar Information Technology won the bid for a 26.13 million yuan national grid procurement project.
1. The State Council: vigorously develop biomedical research and development outsourcing, digital manufacturing outsourcing; 2. Ministry of Industry and Information Technology: plans to implement large-scale equipment digital transformation and upgrading; 3. Shanghai: strive to become an internationally influential live-streaming economic hub by 2026.
Internet security vendors are experiencing widespread losses, and the industry's downward trend is difficult to conceal due to seasonal factors. It is urgent to find new sources of revenue.
In the first half of the year, only 3 out of the top 20 companies in the csi information security index achieved profitability, while all of the top 10 suffered losses. Financial reporters from CaiLian News learned through multiple interviews that the losses were mainly caused by periodic project cycles and seasonal factors affecting payment collection. Analysts point out that in the context of downstream customers, primarily government clients, facing significant financial pressure and declining purchasing power, the network security industry needs to expand its market to more commercial clients.
Major industry players plan to increase the AI PC shipment volume to 40% next year, with the top three already releasing impressive financial reports. Institutions have stated that the future penetration rate of AI PC is promising.
① By the third quarter of 2025, Acer will increase the share of Copilot+ PC in delivery volume to 40%; In the second quarter of 2024, the global shipments of AI PC were 8.8 million units, accounting for 14% of the total PC shipments; ② Canalys predicts that the shipment volume of AI PC in 2024 will reach 44 million units, and it is expected to reach 0.103 billion units in 2025.
The Star Market Evening News | Semiconductor Manufacturing International Corporation's net profit in the first half of the year dropped by 45%. Evert plans to invest in building a siasun robot&automation super factory.
① Shanghai SK Automation Technology's net income in the first half of the year increased by 2161.89% year-on-year; ② Weijie Chuangxin and Kewell Technology plan to repurchase; ③ Huayi Technology and related personnel received a warning letter from the Shanghai Securities Regulatory Bureau.
In the first half of the year, Fudan Microelectronics' net profit attributable to shareholders decreased by 22.52% year-on-year. The smart card business is under pressure, and the prices of storage product lines have stopped falling and rebounded.
In the first half of the year, Fudan Microelectronics achieved revenue of approximately 1.794 billion yuan, a decrease of 0.12% compared to the same period last year; achieved a net income of approximately 0.348 billion yuan attributable to shareholders, a decrease of 22.52% compared to the same period last year. Due to the decrease in product sales prices and the impact of structural adjustments, the comprehensive gross margin of Fudan Microelectronics in the first half of the year was 56.49%, a year-on-year decrease of 10.6 percentage points.
In the first half of the year, Tuojing Technology's non-deductible net profit dropped by nearly 70%, but process verification and new signed orders have shown a positive trend.
During the reporting period, the newly signed sales orders and shipment amounts of Tuo Jing Technology increased significantly compared to the same period last year, and the new order volume in the second quarter also increased significantly compared to the first quarter. As of the end of the reporting period, the company has sufficient sales orders on hand. As of the end of this reporting period, the cumulative wafer production volume of the company's thin film deposition equipment on the client production line has exceeded 0.194 billion pieces.
Longxin Zhongke H1's net loss attributable to the parent company has doubled, but the sales of information technology products driven by 3A6000 have significantly recovered. The procurement of important customers for industrial control chips has stalled.
The financial report for the first half of 2024 released by Loongson Technology shows a revenue of 0.22 billion yuan, a year-on-year decrease of 28.68%, and a net income attributable to shareholders of -0.238 billion yuan, doubling the year-on-year loss. In addition, the revenue from Loongson's information technology chips in the first half of this year reached 0.109 billion yuan, an increase of 186.98% compared to the same period last year, surpassing the annual revenue of information technology chips from the previous year, indicating a high level of enthusiasm among downstream manufacturers for sales.
Shenzhen Transsion Holdings Co., Ltd. released its semi-annual report: Q2 performance declined compared to the previous quarter, planning to generously distribute a mid-term dividend of 1.7 billion yuan.
In the first half of the year, Shenzhen Transsion Holdings Co., Ltd. achieved revenue of 34.56 billion yuan, a year-on-year increase of 38.07%, and a net income attributable to the parent company increased by 35.70% year-on-year. However, both the revenue and net income of Q2 decreased compared to Q1. Shenzhen Transsion Holdings Co., Ltd. plans to distribute a cash dividend of 1.694 billion yuan for the year, the highest total dividend among the star companies that have announced their mid-term dividend plans for 2024.
H1 net profit deducted by 1079% YoY increase. Rockchip Electronics: Market demand recovery, continuous inventory digestion | Interpretations
Rockchip Electronics' revenue and net income both increased in the first half of the year, while inventory declined for four consecutive quarters. Rockchip Electronics stated that the market vitality in the first half of this year has significantly recovered compared to the same period last year, especially with synchronized growth in various AIoT product lines.
Star Market Evening News | Montage Technology's net profit in the first half of the year increased sixfold, and the IPO registration of SciEyes Technology on the Star Market became effective.
1. In the first half of the year, bestechnic (shanghai) co., ltd. saw a 199.76% year-on-year increase in net income; 2. Beijing kingsoft office software, inc shareholders plan to reduce their shareholding by no more than 0.0016%; 3. In the first half of the year, Daquan Energy recorded a net loss of 0.67 billion yuan; 4. In the first half of the year, Shanghai MicroPort Endovascular Medtech (Group) Co., Ltd. saw a 44.36% year-on-year increase in net income.
Another beneficiary of the AI industry wave, Montage Technology's net profit in the first half of the year increased more than six times, with the help of DDR5 penetration.
①In the second quarter, Montage Technology achieved a consecutive increase in net income for 5 quarters, with non-GAAP net income reaching a new high for the same period in history; ②The interconnect chip is the main performance growth point in its second quarter; ③Montage Technology also warns of concentrated customer risks.
Yandong Micro's net profit attributable to the parent company turned sharply into a loss in the first half of the year, with a significant decrease in the average price of manufacturing business products.
① In the first half of 2024, Yan Dongwei's revenue decreased by 43.10% year-on-year, with a net income of -15.13 million yuan attributable to shareholders, turning to a loss compared with the same period last year; ② Yan Dongwei stated that the high-density power device platform has been developed and multiple products have achieved small-scale production, with a yield rate of above 98.5% on the 12-inch production line.
The demand for silicon carbide driven by new energy vehicles and other factors has increased. TIANYUE Technology achieved double growth in revenue and net profit in the first half of the year.
①Tianyue Advanced stated that during the reporting period, thanks to the continuous penetration of silicon carbide semiconductor materials in the new energy vehicle and wind energy storage and other applications, the downstream application market continues to expand; ②The industry generally believes that compared to mature silicon wafer manufacturing processes, silicon carbide substrates will still face challenges of high preparation difficulty and high cost in the short term.
WPS responded to the 'crash': the service has been restored, providing 15 days of membership compensation to all users.
According to the official weibo of WPS, the WPS service has been restored after emergency repairs by the engineers.
Star evening news | Director Gong Jianrui of Nanjing Wondux Environmental Protection Technology Corp., Ltd. was released on bail pending trial, Pioneer Fine Chemicals' IPO on the science and technology innovation board has been approved.
1. Huahaiqingke plans to invest no more than RMB 1.698 billion to build a Shanghai integrated circuit equipment R&D and manufacturing base; 2. Shijia Photons' net income in the first half of the year was RMB 11.9563 million, a year-on-year increase of 167.47%; 3. Haohai Bio-Tech plans to repurchase shares with an amount of RMB 0.1 billion to RMB 0.2 billion.
Huahai Qingke's Q2 revenue and net profit hit a two-year high. The new model of third-generation semiconductors will undergo customer verification in the second half of the year.
The global semiconductor market has generally rebounded, and Huahai Qingke's Q2 revenue and net income attributable to shareholders both reached new highs since 2022, at 0.816 billion yuan and 0.23 billion yuan respectively. In the first half of this year, Huahai Qingke's equipment industrialization process and funded projects have made new progress. Among them, new models for third-generation semiconductors are currently being adjusted according to customer needs, and are expected to be delivered to customers for verification in the second half of the year.
The Asia-Pacific market is on a roll! The Nikkei 225 index surged 3%. What happened?
Concerns about the uncertainty of the economic outlook have eased, and global stock markets have rebounded.
Goke Microelectronics turned losses into profits in the first half of the year, with mobile CMOS chip prices rising alongside its volume. They will launch AMOLED display driver IC in the second half of the year.
In the first half of this year, Goke Micro achieved revenue of 2.79 billion yuan, an increase of 42.94% over the same period last year; achieved a net profit of 77.4895 million yuan attributable to shareholders, turning losses into profits year-on-year. In the first half of this year, the revenue of CMOS chips for mobile phones accounted for 56.06%, with a year-on-year sales revenue growth of 81.32%, and the average price per chip also increased compared to the first half of last year.