The four associations recommend cautious procurement of usa chips, while domestic chips face a catalytic opportunity.
On the evening of December 3, the China Internet Association, China Semiconductor Industry Association, China Automotive Industry Association, and China Communication Enterprise Association successively issued statements recommending cautious procurement of usa chips. East China Securities stated that the current domestic production rate of automotive chips in china is only about 10%, indicating significant growth potential.
Anji Microelectronics Technology: Not engaging in single low stock price competition, will continue to strengthen the introduction of domestic products | Earnings conference
① The chairman of anji microelectronics technology, Wang Shumin, stated that the company's performance expectations for 2024 will continue the growth trend of the first three quarters; ② The secretary of the board of directors of anji microelectronics technology, Yang Xun, indicated that the company's capacity utilization rate is currently at a healthy level.
Youyan Silicon: In the second half of the year, the prices of semiconductor wafers have been relatively stable, and the acquisition symbol DGT is a supplier for taiwan semiconductor, micron, etc.|Direct coverage of the earnings conference.
Chairman Fang Yongyi of Yoyan Silicon expressed that the company's 8-inch silicon wafer capacity utilization rate is full in the first three quarters, with a high production-sales rate, and will rapidly develop new products, continuously reduce costs through technological progress. General Manager Zhang Guohu of Yoyan Silicon stated that the acquisition target DGT is a supplier of Tokyo Electron Ltd. Unsponsored ADR, Taiwan Semiconductor, Micron, etc., and the acquisition can effectively reduce the cost and risk of end customers' certification, accelerating the certification progress.
The optical communication chip company Youxun Co. has started IPO guidance, with investments from China Mobile Capital, sg micro corp, and others.
① Youxun Co., Ltd. is one of the first companies in china engaged in the design of high-speed transceiver chips for optical communication, and has shipped nearly 2 billion chips to date, with products covering core transceiver cells for optical communication rates from 155M to 800G. ② The founder, Ke Binglan, once taught in the law department at Xiamen University and has "crossed" into the field of communication chip design; among the institutional shareholders of the company, Shenzhen Capital, Fujian Electronic Information Industry Fund, and Xiamen High-tech Investment are state-owned capital.
The photovoltaic industry is holding another 'self-regulation' symposium, will the industry chain profit inflection point accelerate arrival?
1. The photovoltaic industry once again held a "self-discipline symposium", with the level and scale of the meeting further raised, 22 leading companies attending voluntarily to maintain industry order; 2. Under the dual promotion of industry self-discipline and policy support, the chaotic competition situation in the photovoltaic industry is expected to end more quickly.
6 years after acquiring ANSYS semiconductors, Zhongwen Jintai's "operation abnormalities", Wingtech Technology responds: the company has no actual business.
① Zhongwen Jintai has been included in the list of abnormal operations by the Market Supervision Administration of Hefei High-tech Development Zone due to being unable to be contacted through its registered address or business location. ② A staff member from the Secretary Office of Wingtech Technology stated that the company currently has no actual business, and the legal department has communicated with the local market supervision to understand the situation.