Goertek Inc. has spun off "Goertek Microelectronics" from Qingdao, ShanDong, and has submitted a prospectus to plan for an IPO in Hong Kong, co-sponsored by China International Capital Corporation, China Securities Co.,Ltd., CCB International, and UBS Gro

Ryanben CapitalJan 21 14:27

The investigation authorities will legally initiate an investigation into the import of American chips, and the process of Semiconductors localization is expected to accelerate.

On January 16, during a press conference, the Ministry of Commerce stated that American companies' low stock price exports of related mature process chip products to China will be reviewed by the investigating authorities in accordance with relevant Chinese laws and regulations, following WTO rules, and an investigation will be initiated in accordance with the law. Research reports from Minsheng Securities point out that the urgent need for self-controllable demand in the core links of Semiconductors, and domestic manufacturers that continue to make breakthroughs in advanced manufacturing will usher in significant development opportunities.

cls.cnJan 17 08:20

The Securities Regulatory Commission imposed three penalties in one day, all related to stock price manipulation: a large investor was fined 0.47 billion, as well as the chairman and general manager of a listed company.

① The China Securities Regulatory Commission disclosed that due to controlling 47 securities accounts with a profit of 0.157 billion yuan, stock trader Xu Miao was fined 0.47 billion yuan; ② The actual controller of Guangzhou Haozhi Industrial, Tang Xiuqing, and Secretary of the Board, Xiao Yonglin, were fined 0.109 billion yuan and 2 million yuan respectively for colluding with others to manipulate stock prices; ③ Jiangyin Hengrun Heavy Industries Chairman Cheng Lixin, along with two others, conspired to manipulate their company's stock price, resulting in a total fine of 0.144 billion yuan and being banned from the market for a total of 13 years.

cls.cnJan 12 16:20

AI drives the increase in demand for HBM, SRAM, and DDR5, and the Industry Chain of storage chips is expected to recover.

According to media reports, as AI boosts demand for advanced storage chips, Micron Technology will invest 7 billion dollars in the next few years to expand its manufacturing operations in Singapore. The securities firm Yongxing stated that benefiting from supply-side price increases, inventory gradually returning to normal, and AI driving the demand for HBM, SRAM, and DDR5, the Industry Chain is expected to reach a bottom and rebound.

cls.cnJan 10 08:02

Technology giants are competing to build Datacenters as the PCB Industry continues to thrive.

① Amazon's Cloud Computing division, Amazon Web Services (AWS), plans to invest at least 11 billion dollars in Georgia to expand its infrastructure and support various Cloud Computing and AI technologies. ② The investment team pointed out that driven by AI technologies and applications, Servers will be the fastest-growing application area in PCBs, with an expected CAGR of 11.6% to 14.2 billion dollars from 2023 to 2028.

cls.cnJan 9 08:02

Three departments encourage the development of "AI+" research and design software, and industrial large models are expected to accelerate implementation.

The Ministry of Industry and Information Technology, the State-owned Assets Supervision and Administration Commission of the State Council, and the All-China Federation of Industry and Commerce issued the "Implementation Guidelines for Digital Transformation of Manufacturing Enterprises." It proposes to develop "AI+" research and development design Software, to construct datasets such as design models and simulation models, to carry out model training, and to develop innovative applications such as generative design and real-time simulation, to accelerate the research and development of new products.

cls.cnDec 26, 2024 08:10