At the earnings meeting of Advanced Micro-Fabrication Equipment Inc., it was announced that the next-generation low-temperature etching equipment has been delivered for verification, and over 60% of the new product development leverages reusable technolog
①Yin Zhiyao, Chairman of Zhongwei Company, stated that within approximately five years, the company aims to cover more than 60% of high-end critical equipment for integrated circuits and over 70% of advanced packaging equipment; ②He noted that the company has achieved modularization and maturity of its core technologies, requiring only targeted development of 30%-40% customized modules for new product research and development.
Market value surpasses HKD 600 billion for the first time! Montage Technology becomes the new leader in Hong Kong's semiconductor sector.
①With the closing of A/H shares today, Montage Technology hit a new high in its stock price and market capitalization. Its Hong Kong market capitalization reached HKD 612.322 billion, surpassing SMIC, to become the new leader in the Hong Kong semiconductor sector; ②Montage Technology has become one of the few technology stocks with an inverted A/H premium, meaning that its Hong Kong valuation is 67.9% higher than its A-share valuation, reflecting international capital's optimism and high expectations for Chinese technology stocks.
Power semiconductors see a wave of price hikes! AI data centers emerge as the primary driver, with industry insiders predicting that supply-demand tensions will persist in the short term.
①Power semiconductor manufacturers at home and abroad have issued price increase notices intensively, with a general increase of 10% to 25%; ②The surge in demand for AI data centers is squeezing the capacity of 8-inch mature process nodes, and TrendForce predicts that the supply-demand tension will persist for 6 to 12 months; ③NVIDIA's 800V high-voltage DC architecture has driven new demand for silicon carbide and gallium nitride. Domestic manufacturers are already capable of applying these technologies in the AI field, and companies both domestically and internationally are expanding production capacity intensively.
Two controlling persons of the CRO giant are under investigation by the CSRC! | Selected After-Hours Announcements
Two controlling shareholders of a CRO giant have been investigated by the CSRC! A well-known liquor company announced that its actual controller has changed to the Municipal Finance Bureau; a wind power giant urgently clarified that its shareholder is not a popular male star...
The solid-state battery industry summit is approaching, with the industrialization process continuing to advance, and these stocks frequently being surveyed by institutions.
The 3rd AEPT Solid-State Battery Industry Summit and the 2026 Starting Point Solid-State Battery Technology Forum will be held in Shanghai from June 16 to 17, 2026.
Another deal! Hengrui Pharma partners with BMS in strategic collaboration with a potential transaction value of $15.2 billion | Flash Report
① Hengrui and BMS have signed an agreement to jointly advance 13 early-stage projects covering oncology, hematology, and immunology; ② BMS will pay an upfront fee of $600 million and an anniversary payment of $350 million, with milestone payments reaching approximately $15.2 billion. Hengrui is also entitled to receive sales royalties; ③ This represents a two-way licensing collaboration, with Hengrui obtaining the rights to four of BMS's immunology projects in China. The agreement is expected to close in the third quarter of 2026.