After ten years since its establishment, semiconductor manufacturing international corporation's industry chain company Jimxi has started IPO guidance, with investments from sai microelectronics inc. and shanghai semiconductors fund.
① Jimxi's main clients include semiconductor manufacturing international corporation, hongli, HLMC Huāli microelectronics, and others; ② Jimxi has provided customized equipment and process solutions of hundreds of models and specifications to over 100 domestic wafer fabs, with main equipment covering full wafer sizes of 6-inch, 8-inch, and 12-inch.
Energy storage, semi-solid, solid - "I want them all"? Guangzhou Great Power Energy and Technology plans to invest 5 billion in building a new battery factory | Quick announcement
1. guangzhou great power energy and technology plans to invest 5 billion yuan in building a 10GWh energy storage cell and energy storage system manufacturing plant; 2. Since this year, guangzhou great power energy and technology has announced multiple battery production lines and industrial fund investment plans, involving amounts exceeding 3 billion yuan.
The Huawei Kaggle master-level AI agent has been born, and domestic AI applications are expected to continue to prosper.
① According to Kaggle's promotion system, the end-to-end autonomous data science agent - Agent K v1.0, jointly launched by Huawei's Noah's Ark Lab and University College London team, has already earned 6 gold medals, 3 silver medals, and 7 copper medals. ② Open-source securities indicate that the progress of domestic AI agents is positive, and the application of AI is expected to thrive.
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.
China has made significant progress in the photon industry, with a broad future development space for silicon photonics technology.
①The "Photon Technology Frontier Blue Book" jointly released by the Xi'an Institute of Optics and Precision Mechanics of the Chinese Academy of Sciences and China Innovation Star shows that from 2014 to 2023, China has made significant progress in multiple fields in the global photon industry development. ②According to the Open Source Securities research reports, silicon photonics technology with CMOS process compatibility, high integration, and waveguide characteristics has great development potential in areas such as asia vets, optical computing, and consumer electronics.
Sinofibers Technology's senior management 'earthquake': the general manager was dismissed after revealing conflicts with the director, and accused the director of violating laws and disciplines. | Speed read announcement
①Sinofibers Technology announced that Wen Yuefang is no longer suitable for the position of company general manager and decided to dismiss her from the position of general manager; ②This afternoon, a Douyin account named 'Wen Yuefang' released multiple content directly pointing out the contradictory differences with Chairman Yang Yonggang, and also accused Yang Yonggang of violating laws and regulations; ③The proposal to dismiss Wen Yuefang had 2 opposing votes, and the company also claimed that due to poor management at the operational level, the company's seal and the legal representative's seal were lost.