"No hope for any restart"? sai microelectronics inc. Super 5 billion semiconductor project suspended, major funds and actual controllers successively reduce shareholding within the year.
1. Sai Microelectronics Inc. has halted the progress of the 12-inch MEMS manufacturing line project in Hefei High-tech Zone with a total investment of 5.44 billion; 2. Starting in November this year, the first and second largest shareholders of Sai Microelectronics have successively announced their shareholding reduction plans.
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.
After ten years since its establishment, semiconductor manufacturing international corporation's industry chain company Jimxi has started IPO guidance, with investments from sai microelectronics inc. and shanghai semiconductors fund.
① Jimxi's main clients include semiconductor manufacturing international corporation, hongli, HLMC Huāli microelectronics, and others; ② Jimxi has provided customized equipment and process solutions of hundreds of models and specifications to over 100 domestic wafer fabs, with main equipment covering full wafer sizes of 6-inch, 8-inch, and 12-inch.
Lishui State-owned Assets auction of the wafer factory equity, Guangxinwei may become a holding subsidiary of shenzhen minde electronics technology, latest post-investment valuation 0.61 billion.
shenzhen minde electronics technology announced that it plans to use its own funds or self-raised funds to participate in the bidding of 4.9180% equity of Gansu Huaxin Microelectronics held by Lishui Green Fund, with a starting price of 35.5 million RMB. Gansu Huaxin Microelectronics has just completed its third year since its establishment, with a latest post-investment valuation of 0.61 billion yuan. The revenue and net income for January to July 2024 were 3.02 million yuan and -87.56 million yuan respectively.
[Data Analysis] Block orders of IM futures significantly increased their long positions, with funds from multiple sources joining hands to rush to subscribe to China Wafer Level CSP.
①The main contract for IM futures saw a significant increase in long positions by over 7,000 lots, with the number of additional positions clearly exceeding the short positions. ②Chip stock China Wafer Level CSP attracted institutions, speculative funds, and algo funds to buy in, with Huaxin Securities Shanghai Wanping South Road branch buying 0.26 billion.
Semiconductor giant wingtech technology's Q3 performance is improving, with convertible bond prices rising by over 50% from the low point of the year.
①In the third quarter, the net income attributable to shareholders of the listed company was 0.274 billion yuan, turning from a loss to a profit compared to the second quarter, with significant improvement. The performance recovery may drive the continuous rise of 'Wentai Convertible Bonds'. ②It is worth noting that the net income attributable to the mother company in the first three quarters still decreased by 80.26% year-on-year, and the company's shares have frequently encountered shareholder shareholding this year.