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Express News | GigaDevice Semiconductor Inc.: The application of NOR Flash products in AI-related terminal market business has a minimal impact on the company's revenue and Net income in 2024.
Ping An Securities: The Doubao large model family has been upgraded, enhancing productivity and highlighting the potential for edge applications.
Under the trend of intelligence, the upgrade of the large model family has improved performance and lowered the threshold, and Byte's bean bag large model is expected to accelerate the implementation of AI on the client side.
Research Reports for Gold Mining | Huajin Securities: GigaDevice Semiconductor Inc.'s revenue scale/profitability is expected to return to growth, maintaining a "Buy" rating.
On December 19, Gelonghui reported that Huajin Securities' Research Reports indicated that GigaDevice Semiconductor Inc. (603986.SH) is a leading domestic Fabless memory supplier, with niche DRAM being an important product line that has good market space and development potential. Considering the company's continuous advancement in memory chip process technology and product iteration, as well as the ongoing expansion of the MCU Department Stores, in the context of Consumer Electronics, Autos, and industrial intelligentization, as major DRAM manufacturers shift their capacity, the company may replicate the development path of Nor Flash, and its revenue scale and profitability are expected to return to growth. Coupled with the favorable implementation of mergers and acquisitions and fundraising projects.
The Semiconductors Sector strengthened in the afternoon, with GigaDevice Semiconductor Inc. hitting the upper limit.
On December 19, Glonghui reported that the Semiconductor Sector of the A-share market strengthened in the afternoon, with GigaDevice Semiconductor Inc. and Rockchip Electronics hitting the daily limit. Cambricon surged over 5%, continuing to set historical highs in stock price, while Purun Technology, Haiguang Information, and MEMSensing Microsystems(Suzhou, China)Co.,Ltd. saw significant increases.
Giga Device Semiconductor Completes Acquisition of Stake in IC Chip Maker; Shares Up 7%
The A-share Semiconductors Sector rose, with Shanghai Fullhan Microelectronics increasing by over 10%.
On December 19, GG Fund reported that Shanghai Fullhan Microelectronics rose over 10%, followed by GigaDevice Semiconductor Inc., Rockchip Electronics, Purian Co., and Jiangbolong.
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