Verisilicon Microelectronics (Shanghai) Co., Ltd. is expected to incur a loss of 0.613 billion yuan in 2024, with revenue from AI-related IP licensing business accounting for approximately 40%.

① It is estimated that Verisilicon Microelectronics (Shanghai) Co., Ltd. will achieve a revenue of approximately 2.323 billion yuan in 2024, which is basically the same as in 2023; ② In the fourth quarter of 2024, revenue from Verisilicon Microelectronics (Shanghai) Co., Ltd.'s chip design business is expected to increase by approximately 81% year-on-year, and R&D expenses in 2024 are expected to increase by approximately 32% year-on-year.

cls.cnJan 20 23:54

Boe Technology Group expects to turn a profit with non-recurring net income for the first time in three years. Can the panel Industry continue the growth trend in 2025? | Interpretations

① Boe Technology Group released its performance forecast for 2024, expecting a positive Net income for the first time in three years; ② The company stated that demand-based production of LCDs, policy incentives, and the continuous growth of OLED shipments are the main reasons for the company's performance growth; ③ Analysts believe that in 2025, LCD production will primarily focus on "controlling production and stabilizing prices," while OLED will continue to penetrate the market.

cls.cnJan 20 23:44

Breaking! The leading company of phased array TR chips announces a possible (Delisted) risk warning | After-hours announcement highlights.

Baolingbao: The company's products involved in the case have been subjected to a 34.4% anti-dumping duty by the EU, while other related companies in China have been subjected to anti-dumping duties ranging from 78.4% to 233.3%.

cls.cnJan 19 20:20

Expected to become one of the fastest-growing AI terminals! An overview of listed companies benefiting from AI toys.

1. Brokerage Research Reports indicate that AI toys have become the most promising direction in the AI to C sector and are expected to be one of the fastest-growing AI terminals. 2. According to incomplete Statistics, as of the time of reporting, 9 listed companies have responded about AI toy related Business on the interactive platform (see attached table).

cls.cnJan 19 11:49

National Silicon Industry Group is expected to make a loss of up to 1 billion yuan in 2024, with the construction of the 300mm silicon wafer capacity upgrade project underway.

① With the rapid development of emerging technologies such as 5G, AI, and the Internet of Things, the demand for semiconductor chips continues to grow, driving an increase in the demand for semiconductor wafers. ② National Silicon Industry Group states that the global semiconductor market scale has significantly grown by 19%, but the market recovery from downstream to upstream requires a certain period, coupled with the industry's high inventory levels, leading to the semiconductor wafer market recovery not meeting expectations.

cls.cnJan 18 22:47

The semiconductor material manufacturer Xinyi Technology has started the A-share IPO counseling, with Tuojing Technology and Advanced Micro-Fabrication Equipment Inc. China both investing.

① Xinmi Technology has completed the listing counseling filing and intends to go public on the A-shares, with Sinolink serving as the counseling institution; ② The strategic financing completed by Xinmi Technology in May 2023 was jointly invested by the leading domestic film deposition equipment company Tuojing Technology and the leading company in the Semiconductors etching equipment, Advanced Micro-Fabrication Equipment Inc. China.

cls.cnJan 17 20:15