02878 SOLOMON SYSTECH
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SOLOMON SYSTECH News
Jingmen Semiconductor (02878.HK): Liu Fei appointed as non-executive director
Gelonghui, May 13, 丨 Jingmen Semiconductor (02878.HK) announced that Kang Jian has requested the resignation of a non-executive director due to other business arrangements requiring more time and effort, effective May 13, 2024. Liu Fei has been appointed as a non-executive director and member of the Audit Committee with effect from May 13, 2024.
Chip recovery is spreading, and Nomura judges that the global semiconductor industry will enter an upward cycle
Nomura believes that if the cyclical technological recovery extends to other electronic terminal markets, it will support semiconductors to enter the next upward cycle, which will continue from the second half of this year to 2025.
Nvidia is back with full blood! It surged more than 6% on Friday and surged 15% throughout the week. The semiconductor sector is excited again
Nvidia's cumulative increase this week was the biggest in 11 months. Although no financial report has been released yet, the performance was impressive. It was more impressive than tech giants such as Tesla and Google's parent company Alphabet, which surged after this week's earnings report was announced.
晶門半導體：2023年報
Intraday Overview | The Hong Kong Stock Index opened low and moved higher. After the resumption of trading, Shangtang is now up more than 12%
Technology stocks generally rose. Shunyu Optical Technology rose more than 7%, Huahong Semiconductor rose nearly 5%; Great Wall Motor rose more than 12%, and Q1 net profit surged year-on-year.
Huatai Securities: SEMI expects semiconductor manufacturing equipment to resume growth in 24 years and is optimistic that industry prosperity will pick up
Huatai Securities released a research report saying that industry-side semiconductor inventory levels continue to improve, the utilization rate of logic and memory customer lithography equipment continues to increase, and demand is expected to pick up in the second half of the year.
Global semiconductor manufacturer rankings: who is the big winner?
Top 25 global semiconductors in 2023: Nvidia bucked the trend, storage manufacturers collectively declined, and automotive chips became popular.
How strong is the demand for HBM? Bank of America: Seizing production capacity may lead to a shortage of DRAM supply
As strong demand from HBM continues to crowd out DRAM supply, Bank of America anticipates a shortage of conventional DRAM for non-HBM use by 2025.
A quick overview of the Hong Kong market | The three major indices closed up slightly, and the Hang Seng Index stopped falling for 4 consecutive years
Semiconductor stocks strengthened, with Shanghai Fudan up more than 8%; heavy infrastructure stocks rose, with China Metallurgical, China Railway, and China Communications Construction up about 3%.
Hong Kong Stock Afternoon Review | Hang Seng Index and Technology Index fell slightly; chip stocks rose more than 5% in Fudan, Shanghai
Heavy infrastructure stocks generally rose; China Zhongzhi and China Railway rose about 3%; gaming stocks continued to decline, and Galaxy Entertainment fell more than 5%.
Most semiconductor stocks in Hong Kong fell, with Jingmen Semiconductor and Huahong Semiconductor falling more than 5%, and Shanghai Fudan and SMIC falling more than 3%.
Most semiconductor stocks in Hong Kong fell, with Jingmen Semiconductor and Huahong Semiconductor falling more than 5%, and Shanghai Fudan and SMIC falling more than 3%.
Is an upward cycle coming? Global semiconductor sales picked up for 4 consecutive months, and the Hong Kong stock semiconductor concept strengthened
① There are multiple signs that global semiconductor sales are recovering at an accelerated pace. Which signals are most worth paying attention to? ② The domestic semiconductor boom is strengthening at the same time. How strong is the recovery?
Most semiconductor stocks in Hong Kong rose. Jingmen Semiconductor rose nearly 4%, while SMIC, Hongguang Semiconductor, and Shanghai Fudan rose nearly 2%.
Most semiconductor stocks in Hong Kong rose. Jingmen Semiconductor rose nearly 4%, while SMIC, Hongguang Semiconductor, and Shanghai Fudan rose nearly 2%.
Changes in Hong Kong stocks | Most semiconductor stocks rise, global semiconductor monthly sales continue to grow year-on-year, AI may drive the semiconductor cycle upward
Most semiconductor stocks rose. As of press release, Jingmen Semiconductor (02878.HK) rose 3.7% to HK$0.28; Shanghai Fudan (01385.HK) rose 2.28% to HK$9.87; and SMIC (00981.HK) rose 2.12% to HK$14.48.
Express News | According to the American Semiconductor Industry Association (SIA) report, global semiconductor sales increased 14.3% year-on-year in February 2024.
The latest domestic semiconductor industry mergers and acquisitions report: M&A transactions are becoming more and more active, reaching 30 cases per year; the transaction amount is 20 billion yuan per year
In recent years, there has been a gradual increase in mergers and acquisitions in the domestic semiconductor sector.
Express News | China and the Netherlands had an in-depth exchange of views on topics such as exporting lithography machines to China and strengthening cooperation in the semiconductor industry
First in history! UN General Assembly adopts global draft resolution on artificial intelligence
① The draft was adopted by consensus without a vote, which represents the support and approval of all 193 member states of the United Nations; ② the draft aims to bridge the digital divide between developed and developing countries and ensure that all countries can participate in AI discussions.
Solomon Systech's Attributable Profit Drops for 2023; Revenue Down 20%
Solomon Systech (HKG:2878) reported an attributable profit to owners of the company of $19.4 million for the year ended Dec.31, 2023, down 9% from $27.8 million in the year-ago period, according to a
Express News | US heavily subsidizes chip companies to reduce dependence on China. Department of Commerce: Some provisions are clearly discriminatory
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