Amlogic: It is expected that the annual revenue will increase year-on-year. Inventory is almost all short-term aging products. | Direct hit at earnings conference
① Compared to the previous generation products, the company's 6nm chip based on the new generation ARM V9 architecture and independently developed edge AI capabilities has improved CPU performance by over 60%, GPU performance by over 230%, and reduced power consumption by 50% compared to the 12nm process; ② This year is designated as the operational efficiency improvement year for the company, which has defined a series of action items to enhance operational efficiency, with improvements expected to gradually manifest in the second half of the year.
There is a supply-demand imbalance! Industry giants are operating at full capacity, and the semiconductors industry chain is expected to further recover.
①According to industry reports, taiwan semiconductor's 3nm process capacity utilization rate will reach 100% in the first half of next year, with 5nm even more popular, and the capacity utilization rate will reach 101%, which is overload operation. ②tianfeng Securities pointed out that in recent years, the country has vigorously supported the technology industry, and China's semiconductor industry chain localization has ushered in an opportunity.
[Data Analysis] Block orders of IM futures significantly increased their long positions, with funds from multiple sources joining hands to rush to subscribe to China Wafer Level CSP.
①The main contract for IM futures saw a significant increase in long positions by over 7,000 lots, with the number of additional positions clearly exceeding the short positions. ②Chip stock China Wafer Level CSP attracted institutions, speculative funds, and algo funds to buy in, with Huaxin Securities Shanghai Wanping South Road branch buying 0.26 billion.
Just ten days after the failed trade with Deppon Technology, Huawai Electronics plans to acquire 100% equity of Huahai Chengke.
1. Deppon 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; 2. At that time, Huawei Electronics made performance commitments, expecting to achieve a net income of not less than 53 million yuan in 2024; 3. Huawei Electronics has undergone two rounds of financing, invested by China Merchants Venture Capital and Wynn Group respectively.
The rise of the domestic substitution concept! ZTE's straight rise exceeds 10%, semiconductors stocks are soaring one after another.
ZTE's stock price hit the daily limit, reaching a new high of more than 1 year, with over 1.5 million shares blocked. Lately, companies whose names start with the middle letter have frequently seen a bullish trend. Previously, China Greatwall Technology Group had consecutive trading limit up, China National Software & Service has also been consistently bullish, and Dawning Information Industry hit a historical high.
The first domestically produced independent controllable vehicle-grade MCU chip has been released, and the semiconductor industry is expected to continue growing.
On November 9th, dongfeng automobile led the establishment of the Hubei Province Vehicle-Grade Chip Industry Technology Innovation Alliance, releasing a high-performance vehicle-grade MCU chip - DF30 to fill the domestic gap. Huafu Securities stated that the semiconductor industry is experiencing rapid performance growth, with revenue recovery at all levels, and under the drive of innovation such as AI, HPC, edge AI/foldable screens, the semiconductor industry is expected to continue its growth trend.