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Guojin Securities: 24 will be the first year of AI reasoning and will continue to be optimistic about HBM related industry chain companies
Guojin Securities released a research report saying that 23 will be the first year of AI training, and 24 will be the first year of AI reasoning. This is mainly due to the fact that overseas AI application products, including Sora, are expected to continue to be launched, superimposed on domestic central enterprises, and AI applications, which will strongly drive the demand for AI reasoning.
Express News | Today's total turnover of the Shanghai and Shenzhen markets is 741,725 billion yuan. Tongfu Microelectronics has the highest turnover
The chip sector boosted, with Guoke slightly rising by more than 10%, while the Shanghai Silicon Industry, Jingjiawei, Tongfu Microelectronics, and Fudan Microelectronics followed suit. Influenced by constituent stocks, many chip-related ETFs, such as ICB
The chip sector boosted, with Guoke slightly rising by more than 10%, while the Shanghai Silicon Industry, Jingjiawei, Tongfu Microelectronics, and Fudan Microelectronics followed suit. Influenced by constituent stocks, many chip-related ETFs, such as ICBC Credit Suisse Semiconductor Chip ETF, E-Fangda CSIC Chip Industry ETF, Fuguo CSIC Chip Industry ETF, and Tianhong CSIC Chip Industry ETF, collectively rose more than 2%.
Express News | Debon Securities: SK Hynix HBM3E yield is close to 80%, HBM is in short supply
The Huawei Hisilicon concept rose at the beginning of the market. Feirongda rose more than 4%, followed by ST Infineon, Zhongke Chuangda, Radio and Television Metering, Tongfu Microelectronics, and Chengmai Technology.
The Huawei Hisilicon concept rose at the beginning of the market. Feirongda rose more than 4%, followed by ST Infineon, Zhongke Chuangda, Radio and Television Metering, Tongfu Microelectronics, and Chengmai Technology.
Tongfu Microelectronics (002156): Domestic testing leaders benefit from PC market recovery and AMDAI chip release
Leading sealing and testing company with in-depth layout in multiple fields. The company has seven major sealing and testing bases around the world, and has acquired 85% of AMD Suzhou and AMD Penang shares for a global layout. The company's nine major types of packaging are mature and are located in Chipl
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