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Another semiconductor company brings good news! Espressif Systems' May revenue hit a new monthly record and the downstream digitization penetration rate has increased.
Espressif Systems stated in recent research notes that this year customers are actively shipping goods, mainly with a focus on export, but orders are within the country. In terms of inventory, the company stated that due to high customer demand, inventory levels were lower than expected in Q1, and the company's performance is normally increasing from quarter to quarter, so the company took the initiative to increase inventory in Q2.
In the field of AI computing power acceleration construction, institutions suggest paying attention to advanced packaging-related companies.
According to media reports, in order to meet the demand for computing power of future artificial intelligence (AI), Taiwan Semiconductor is researching a new advanced chip packaging method using a rectangular substrate instead of the traditional round wafer, to place more chips on each wafer. Huafu Securities stated that advanced packaging will become the main growth driver of the global packaging market. It is recommended to focus on related companies that layout advanced packaging, core packaging equipment and materials.
Semiconductors lead the STAR Market, while northbound funds continue to increase their positions. Institutions conduct a concentrated survey.
Top gainers in the Star Market are dominated by semiconductors in the first three places. Among the list of Northbound funds that added positions in the Star Market, the number of semiconductor companies is the highest. The list of institutions' research is now available >>
Institutions claim that the global simulation chip industry has clearly reached its bottom, and the turning point of domestic manufacturers' income has appeared.
According to a research report by Citic Securities, based on the year 2024, the global analog chip industry has reached the bottom, and downstream industries are gradually recovering. Domestic analog chip manufacturers have already seen a turning point in revenue, and some have even seen a turning point in profits. At the current point in time, it is more important to pay attention to the pace of the industry turning point and the elasticity of the next cycle than to focus on the valuation level of the year.
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Consumer electronics demand is recovering, and Purui shares' revenue increased by 131% year-on-year from April to May. NOR Flash already has a price increase trend.
Based on the company's Q1 2024 revenue data, as of now, Rampton Co., Ltd. achieved a revenue of about 743 million yuan from January to May 2024, exceeding the revenue of 469 million yuan in the first half of 2023. As for whether there will be an expectation of price increase for the product line, the spokesperson said, 'NOR Flash has already shown a price increase trend, but the company's other products do not have such trend for now.'