Novoray Corporation: Spherical Titanium Oxide and other products are now being supplied in bulk. The market for more high-value filler products is being opened up | Direct report from the Earnings Conference.

① The company stated that since the beginning of the year, the sales of filler products used in the thermal interface field have been gradually increasing, and the capacity utilization rate of spherical products has further improved. In the fourth quarter, the company's operational status has been stable, meeting the company's development expectations; ② In addition to silicon aluminum oxide products, a series of high-end applications such as spherical Titanium and liquid fillers used in high dielectric high-frequency substrates have passed certification from domestic and international customers and have been shipped in bulk.

cls.cnDec 18, 2024 18:09

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.

cls.cnDec 6, 2024 10:39

"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.

cls.cnDec 4, 2024 16:23

Multiple countries are increasing support for the semiconductors industry, and the sector's performance is expected to improve quarter by quarter.

Recently, multiple countries have increased their support for the development of the semiconductor industry. On November 29th, the German government is preparing to provide billions of euros in new investment to the country's semiconductor industry. On November 27th, to support the development of the semiconductor industry, South Korea's Ministry of Finance announced plans to introduce 14 trillion Korean won (approximately 72.8 billion Chinese yuan) in low-interest loans next year.

cls.cnDec 2, 2024 07:53

The 2024 World Consumer Electronics Expo is about to be held, and the smart phone market is expected to grow against the trend.

① The 2024 World Consumer Electronics Show will be held at the Shenzhen Convention and Exhibition Center from November 28 to 30, 2024. ② China Merchants believes that the flagship Android phones are entering a phase of intensive releases, with Xiaomi, OPPO, vivo, Honor, and Huawei all having released new flagship models, which focus on AI and optics as highlights. Continuous attention is paid to innovations in new machines and subsequent sales.

cls.cnNov 28, 2024 08:03

BaWei Storage: Q4 market demand has shown some recovery compared to the previous quarter, will actively focus on industry chain integration opportunities|Direct coverage of the earnings conference

①At the earnings conference of Bawei Storage, the company's chairman Sun Chengsi stated that downstream customers slowed down their pace of delivery in the third quarter, and as inventory is digested and enters the peak season for consumer electronics, market demand in the fourth quarter is expected to recover compared to the third quarter; ②Sun Chengsi mentioned that with the renewal of the inventory structure, it is expected that the company's gross margin will gradually return to the central level, and the increase in the localization rate provides a broad space for the company's revenue growth.

cls.cnNov 20, 2024 12:32