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Shennan Circuits (002916.SZ): Recently, the overall capacity utilization rate remains stable compared to the third quarter of 2024.
Gelonghui reported on December 17 that Shennan Circuits (002916.SZ) mentioned in a recent investor relations activity that the company's overall capacity utilization has remained stable compared to the third quarter of 2024.
Shennan Circuits (002916.SZ): Currently has the mass production capacity for BT class packaging substrates, covering all forms of WB and FC packaging.
On December 17, Gelonghui reported that Shennan Circuits (002916.SZ) recently mentioned in an investor relations activity that the company's packaging substrate products cover a wide variety of types, including module packaging substrates, storage packaging substrates, application processor chip packaging substrates, etc., mainly used in mobile smart terminals, Server/storage, and other fields. The company currently has mass production capabilities for BT type packaging substrates that cover all packaging forms, including WB and FC. On the other hand, for FC-BGA packaging substrate products, the company has achieved technical capability breakthroughs for some products through continuous technological research and development efforts in recent years, along with customer certification.
How do domestic semiconductors industry chain grow against the wind? At this closed-door event, many "little giant" companies shared their insights and advice.
① The release of a new round of export control entity lists has fostered the consensus within the industry to cultivate and develop a domestic supply chain system. ② Several emerging companies in the semiconductors field recently stated at an industry event that the domestic market for semiconductor equipment and memory chips is vast, and small and medium-sized enterprises possess the resilience for growth and development.
Shenzhen Rongda Photosensitive & Technology (300576.SZ): The main customers of PCB photoresist include Shennan Circuits, Shenzhen Kinwong Electronic, Suntak Technology, Victory Giant Technology, etc.
Rongda Photosensitive (300576.SZ) stated on the investor interactive platform on November 29 that the company's photoresist products mainly include: photoresist for PCB, photoresist for displays, photoresist for semiconductors, etc. The main customers for the company's PCB photoresist are Shennan Circuits, Kinwong Electronic, Suntak Technology, Victory Giant Technology, Aoshikang Technology, Jianding, Hanyu Bode, etc.; while the main customers for display and semiconductor photoresist include TCL Huaxing, Shenzhen Laibao Hi-Tech, Sanan Optoelectronics, Yangzhou Yangjie Electronic Technology, Jilin Sino-Microelectronics, etc.
Shennan Circuits (002916.SZ): The packaging substrate business products include module-type packaging substrates, application processor chip packaging substrates, etc.
GLENOHRAY November 26th | shennan circuits (002916.SZ) stated in investor relations that the company's packaged substrate business products cover a wide range of categories, including module-type packaged substrates, storage-type packaged substrates, application processor chip-packaged substrates, mainly used in mobile asia vets terminals, servers/storage, and other fields. In the third quarter of 2024, the downstream market demand for packaged substrates has slowed down, and the company's packaged substrate product structure has been adjusted with the fluctuations in downstream market demand.
Shennan Circuits (002916.SZ): Some of the company's printed circuit board products have been applied in the AI server field.
Gelonghui 20th November丨Shennan Circuits (002916.SZ) stated in the investor interactive platform that the company has three main business operations: printed circuit boards, electronic assembly, and packaging substrates, with a wide range of downstream application areas covering communication, datacenters, industrial control medical, autos electronics, among others. Some of the company's printed circuit board products have already been used in the AI server field.