Google has released the quantum computing chip Willow, accelerating the Global research and application of quantum Technology.
① Google CEO Sundar Pichai stated that the newly released quantum computing chip Willow has practical applications in drug discovery, fusion energy, and Battery design. ② Minsheng Securities pointed out that quantum computing is expected to disrupt classical computing architecture, becoming a disruptive force in solving the bottleneck of AI computing power, or becoming an important lever for developing new productive forces.
The Fund Phase I plans to reduce its Shareholding in Guoxin Technology and Yandong Microelectronics and still holds shares in 28 A-share companies.
① The first phase of the Fund is in the last year of its investment plan's recovery period and currently still Holds shares in 28 A-share companies; ② The first phase of the Fund announced in June this year a Shareholding reduction in GuoXin Technology and YanDong Wei, but neither was carried out according to the upper limit of the planned Shareholding reduction stated in the announcement.
Debang Technology: Multiple chip-level packaging materials have been introduced and are expected to increase in volume. It is anticipated that the domestication rate of semiconductor materials will steadily grow this year | Focus on the earnings conferenc
① The company's integrated circuit sector currently generates sales mainly from a series of products including UV films, die attach materials, thermal conductive materials, and other chip packaging materials; ② Jie Haihua stated that the domestic production rate of semiconductor materials is still at a low level, with great potential, and many products are in the certification and expansion stages, expecting a steady growth trend this year.
How do domestic semiconductors industry chain grow against the wind? At this closed-door event, many "little giant" companies shared their insights and advice.
① The release of a new round of export control entity lists has fostered the consensus within the industry to cultivate and develop a domestic supply chain system. ② Several emerging companies in the semiconductors field recently stated at an industry event that the domestic market for semiconductor equipment and memory chips is vast, and small and medium-sized enterprises possess the resilience for growth and development.
"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.
Jiangsu has included mobile phones in the old-for-new exchange policy, which is expected to stimulate demand in consumer electronics.
① Media reports indicate that recently, jiangsu has expanded consumer subsidies, adding 7 categories of 3C products and 20 categories of household appliances, with subsidies covering 15% of the fill price of the products. After the policy was announced, citizens lined up for two hours to buy mobile phones. ② tianfeng's research reports point out that the continuous stimulation of policies, along with the trade-in for new consumer electronics, is expected to drive the release of demand for consumer electronics.