High Bandwidth Memory HBM
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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.
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.
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.
Star Evening News | Huahai Chengke plans to acquire 30% of Huawai Electronics' equity, Jinghe Integrated intends to accept a large deposit product worth 0.24 billion yuan.
① The head of the 6G advancement group stated that research on 6G technology standards will start in June next year; ② A meeting on the promotion of digital china construction was held in peking; ③ The china aviation industrial conglomerates convened the founding conference of the low-altitude economy innovation consortium.
Cumulatively 8 consecutive trading days hit the limit up from November 5th to November 14th! With 3.6 billion computing power concept stocks to be suspended for verification starting tomorrow | Summary of post-market announcements
9 days and 8 boards solareast holdings: the company currently has no plans for large-scale promotion of the solar energy storage charging station business.
The layout of semiconductor equipment cleaning services, jiangsu yoke technology has completed the acquisition of a supporting service provider for Hynix, and the symbol company continues to incur losses.
①A brokerage's new materials analyst stated that one of the core business logics of this acquisition is that jiangsu yoke technology can save early equipment maintenance costs and outsourcing expenses by purchasing the equity of the target company. As for how large the third-party market space can be, there is still uncertainty; ②Jiangsu Yoke Technology stated that Wuxi Aisikaixi is mainly engaged in cleaning and maintaining semiconductor equipment components, among them, cleaning is an indispensable part of chip manufacturing.
[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.
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.
The rise of the domestic substitution concept! ZTE's straight rise exceeds 10%, semiconductors stocks are soaring one after another.
ZTE's stock price hit the daily limit, reaching a new high of more than 1 year, with over 1.5 million shares blocked. Lately, companies whose names start with the middle letter have frequently seen a bullish trend. Previously, China Greatwall Technology Group had consecutive trading limit up, China National Software & Service has also been consistently bullish, and Dawning Information Industry hit a historical high.
Sales orders increase, China Hua Ocean sincere science net profit in the first three quarters compared with the same period last year increased by nearly 50%, but net profit declined year-on-year in Q3.
① Huahaichengke's net income increased in the first three quarters, mainly due to the increase in sales orders, the impact of input tax deduction for preferential tax policies, and the increase in interest on large amount of deposits; ② gmc products have passed assessments from multiple customers, and the self-developed gmc manufacturing special equipment is ready for mass production and continues to be optimized.
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.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Witness history! The sse composite index surged by 10%! All A-share brokerages hit the limit up! Semiconductors almost all hit the limit up.
After the National Day holiday, the A-share king is back!
Semiconductor market demand picking up, novoray corporation's revenue and net profit double in the first half of the year. The electronic grade powder project is expected to start production at the end of the year.
In terms of single quarters, the net income and non-GAAP net income of the company in Q2 2024 both reached a record high. The semiconductor market demand rebounded, and the company seized the industry development opportunities. Overall business income increased year-on-year, the product structure further optimized, the proportion of high-end products increased, and the profit obtained year-on-year growth.
The utilization rate of downstream customers' production capacity has increased. Hua Hai Cheng Ke's net profit in the first half of the year has more than doubled. Mass production of high-end packaging materials has not yet been achieved.
① The company's gmc can be used for hbm packaging. The related products have passed customer validation and are currently in the sampling stage. ② The company's capacitor materials have been widely applied, and materials for photovoltaic module packaging have formed a small amount of sales. The clean mold materials and release mold materials for semiconductor packaging are expected to be put into production in the third quarter.
HBM4 standard is about to be finalized, and the industry is expected to start a super boom cycle.
Industry media reported that JEDEC Solid State Technology Association, the industry standard-setting organization, recently issued a press release stating that the HBM4 standard is about to be finalized. The global top three memory manufacturers, SK Hynix, Samsung and Micron, are actively investing in high-frequency wide memory (HBM) capacity expansion plans. Market analysts estimate that by 2025, the new chip volume will increase by about 0.276 million pieces, with a total capacity increase of 0.54 million pieces, a year-on-year increase of 105%.
The HBM wind has blown into A shares again: SK Hynix's supplier Q2 net profit increased by nearly 100%.
1. The company's net income in the first half of the year increased by up to 70%, and Q2 net income reached a new quarterly high. 2. It indicates that downstream product categories such as storage and logic chips, AI-use HBM, and sales of semiconductor electronic materials have grown significantly. 3. 2024 will be the inflection point of the semiconductor cycle, and the slow recovery of downstream will drive demand for semiconductor materials.
Semiconductors lead the STAR Market, while northbound funds continue to increase their positions. Institutions conduct a concentrated survey.
Top gainers in the Star Market are dominated by semiconductors in the first three places. Among the list of Northbound funds that added positions in the Star Market, the number of semiconductor companies is the highest. The list of institutions' research is now available >>
Heavy warehouse bought back Meituan Kuaishou! Zhong Geng Qiu Dongrong's quarterly report revealed that there were many moves to adjust positions
Early this morning, Qiu Dongrong's products revealed a quarterly report.