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How do domestic semiconductors industry chain grow against the wind? At this closed-door event, many "little giant" companies shared their insights and advice.
① The release of a new round of export control entity lists has fostered the consensus within the industry to cultivate and develop a domestic supply chain system. ② Several emerging companies in the semiconductors field recently stated at an industry event that the domestic market for semiconductor equipment and memory chips is vast, and small and medium-sized enterprises possess the resilience for growth and development.
Counterpoint Research: Demand for advanced process from AI and smart phone driving robust growth, with global wafer foundry industry revenue increasing by 27% year-on-year in the third quarter.
In the third quarter of 2024, the global wafer foundry industry revenue increased by 27% year-on-year, and by 11% quarter-on-quarter.
The giants are high-profile in giving out money, the AI arms race is in full swing, US chip stocks are all rising, is it likely to spark a new round of AI market?
The competition among technology giants for AI hardware has intensified. This week, amazon announced plans to build the world's largest AI computing cluster, followed by meta's announcement of a $10 billion AI datacenter, and news from xAI, owned by Musk, about its plan to expand its supercomputer project tenfold...
Express News | The spokesperson for the China Council for the Promotion of International Trade answered reporters' questions regarding the U.S. side's release of export control measures on semiconductors to China.
Industry chain 'uniting to fight back' against overseas restrictions! Chip stocks in Hong Kong are active and strong, with institutions discussing the space for domestic production.
①The four major industry associations have spoken out against the export control of semiconductors by the usa, what impact does this have on domestic chip stocks? ②Institutions are discussing the space for localization, why can semiconductor stocks remain active?
SMIC (00981.HK) rose over 3% in early trading as four major associations in the mainland urge domestic companies to exercise caution when purchasing usa chips.
Chip stocks are being sought after today (4th), earlier the China Internet Association, China Automobile Industry Association, China Semiconductor Industry Association, and China Communications Enterprise Association issued statements stating that American chips are unreliable, urging domestic companies to be cautious in purchasing. Semiconductor Manufacturing International Corporation (00981.HK) reached a high of 27.1 yuan today. Currently trading at 26.95 yuan, up 3.65%, with a trading volume of 14.6602 million shares, involving 0.395 billion yuan.
