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.

cls.cnDec 2 19:56

Sanfu Xinke: Demand for PCB-specific chemicals is recovering, and composite copper foil equipment is now capable of mass production | Direct coverage of the earnings conference.

① It is reported that the company's MSA eco-friendly concept high-speed tin plating chemicals have significant advantages in terms of environmental protection, replacing the products previously used by customers, and have now been exported to Belarus; ② Shangguan Wenlong stated that the company's one-step and two-step (hydro-electroplating) composite copper foil mass production equipment has already been delivered and currently has the capacity for mass production and shipment.

cls.cnNov 25 18:41

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.

cls.cnNov 14 08:06

Just ten days after the failed trade with Deppon Technology, Huawai Electronics plans to acquire 100% equity of Huahai Chengke.

1. Deppon Technology previously announced that the pricing range for the preliminary negotiation of 100% equity of Huawei Electronics is between 1.4 billion yuan and 1.6 billion yuan; 2. At that time, Huawei Electronics made performance commitments, expecting to achieve a net income of not less than 53 million yuan in 2024; 3. Huawei Electronics has undergone two rounds of financing, invested by China Merchants Venture Capital and Wynn Group respectively.

cls.cnNov 12 07:59

Another semiconductor summit is about to be held, and the advanced packaging industry is expected to maintain a high level of prosperity.

①The 21st China International Semiconductor Exhibition (ICChina2024) will be held at the Beijing National Convention Center from November 18th to November 20th. ②Yole expects that the global advanced packaging market size is expected to increase from $46.83 billion in 2023 to $78.55 billion in 2028.

cls.cnNov 12 07:54

Leading explosive financial report confirms the hot demand for HBM, which semiconductor companies in A-shares are likely to benefit?

①SK Hynix announced its third-quarter performance, with HBM sales increasing by more than 330% year-on-year; ②Bank of America expects that SK Hynix's HBM sales in the next two years will reach $9.2 billion and 15.8 billion respectively; ③Brokerage view suggests focusing on new materials related to AI investment themes such as computing power, storage, and advanced packaging.

cls.cnOct 24 11:19