AI Drives Expansion of Advanced Packaging Capacity; Supply of Taiwan Semiconductor's CoWoS Remains Tight as FOPLP Takes the Stage

①Packaging and testing manufacturers such as Powertech, ASE Group, and Siliconware have decided to expand their Fan-Out Advanced Packaging capacity to meet market demand; ②Powertech aims to complete all client verifications for FOPLP by the end of this year, with mass production expected to commence as early as the beginning of 2027; ③Caitong Securities stated that domestic packaging and testing enterprises are accelerating their positioning in the advanced packaging segment, with 2026 expected to mark the starting point for a shift from small-scale to large-scale expansion of domestically produced advanced packaging capacity.

cls.cnFeb 7 13:55

National Large Fund Plans to Reduce Stake in Semiconductor Sub-sector Leader! Maximum of 3% Shares | Post-market Announcement Highlights

A dark horse in the photovoltaic sector has obtained a key 'license,' the leading innovator in pharmaceuticals has received another favorable development, while a semiconductor silicon wafer leader has unexpectedly faced a reduction in holdings by the National Integrated Circuit Industry Investment Fund...

Golden10 DataFeb 6 20:56

STAR Market Daily: Yuhuilong Under Investigation for Alleged Violations of Information Disclosure Regulations; National Integrated Circuit Industry Investment Fund Plans to Reduce Stake in Huguang Silicon Industry

① The Ministry of Industry and Information Technology (MIIT): Organizing the development of national computing power interconnection node construction work; ② Tesla China AI Training Center has been put into operation; ③ The Cyberspace Administration authorities have imposed penalties on the Kuaishou platform in accordance with the law.

cls.cnFeb 6 20:50

Total investment of 35.5 billion yuan! The fourth phase of Jinghe Integration's wafer factory is coming, with planned production start in Q4.

①Jinghe Integration announced that it plans to invest 2 billion yuan to acquire 100% equity in Jingyi Integration; ②Jingyi Integration is the construction entity for Phase IV of Jinghe Integration. The total investment for Phase IV is 35.5 billion yuan, and construction commenced in January this year. Equipment is expected to be installed and operations to begin by Q4 this year.

cls.cnFeb 6 20:21

Breaking: This company has been investigated by the CSRC for suspected violations of information disclosure regulations | Post-market announcement highlights

Yahui Long: Suspected of Violations and Irregularities in Information Disclosure, Investigated by the CSRC

cls.cnFeb 6 20:17

K's Morning Report | Musk says that within 36 months, space will be the cheapest place to deploy AI. Meituan plans to acquire Dingdong for $717 million.

The main content of today's STAR Market morning report includes: ① The United States Federal Communications Commission has accepted SpaceX's application for the deployment of a satellite system comprising one million satellites; ② Amazon reported a net profit of $21.19 billion in the fourth fiscal quarter, marking a 6% year-over-year increase; ③ Infineon announced price increases for certain products; ④ The actual controller of Breo has been investigated on suspicion of manipulating the securities market.

cls.cnFeb 6 08:21