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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.
Express News | Cambrian plummeted, domestic EDA concept stocks rose, and many companies responded to market rumors.
Kingsemi Co., Ltd. (688037.SH): received government subsidies of 30.4 million yuan
Gelonghui November 7th, kingsemi co., ltd. (688037.SH) announced that it has recently received a total of RMB 30.4 million in government subsidies, all of which are related to income-related government subsidies.
Express News | The latest research exposure by the fund manager highlights technology stocks as the focus of attention.
Express News | 157 companies were visited by more than 20 institutions. Hangzhou Hikvision Digital Technology is the most focused.
Kingsemi Co., Ltd. (688037): Ample orders in hand, smooth progress in new product development
Recently, kingsemi co., ltd. released the third quarter report of 2024. In 2024Q3, the company achieved revenue of 0.411 billion yuan, a 19.55% year-on-year decrease; achieved a net income attributable to the parent company of 0.031 billion yuan, a 62.74% year-on-year decrease.
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