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Lanqi Technology (688008.SH): As the industry nears the end of inventory removal, the Jinjue server platform product line is gradually being restored
Gelonghui March 25 | Lanqi Technology (688008.SH) said on an interactive platform that procuring raw materials is the basis and prerequisite for delivering products to customers and confirming sales revenue. From purchasing raw materials to manufacturing finished products, to delivery to customers, it takes a certain period of time. Affected by inventory removal due to falling server demand, the company's 2023 server platform product line declined year-on-year. As the industry nears the end of inventory removal, the Jinjue server platform product line is gradually being restored, but a certain process is needed to remind investors to pay attention to investment risks.
Is Montage Technology (SHSE:688008) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to consider debt, when you think about how risky any given stock is, because too much
A-share changes丨The memory chip concept rose higher, Demingli surged 6% and continued to reach a record high
Gelonghui, March 21 | The A-share memory chip concept rose. Dawei shares rose and stopped. Demingli surged 6%, reaching another record high. Many stocks such as Lanqi Technology, Baiwei Storage, Shannon Xinchuang, and Jiang Bolong rose more than 5%. According to the news, Micron Technology's stock price surged 18% in after-hours trading. The company reported adjusted earnings per share for the second fiscal quarter of $0.42, far exceeding analysts' estimates of a loss of $0.24 per share. Meanwhile, adjusted revenue for the second fiscal quarter reached US$5.82 billion, which was also higher than analysts' expectations of US$5.35 billion.
Lanqi Technology (688008.SH): DDR5 continues to penetrate downstream, and the overall trend is improving
Gelonghui, March 20 | Lanqi Technology (688008.SH) said on an interactive platform that since this year, the industry has begun to recover, DDR5 continues to penetrate downstream, and the overall trend is improving. For the company's performance in the first quarter of 2024, please stay tuned to the company's subsequent quarterly report.
Lanqi Technology (688008.SH): The first generation CXL MXC chip has completed the development of a mass-produced version, and is currently sending samples and testing to customers and downstream users
Gelonghui March 20 | Lanqi Technology (688008.SH) said on the interactive platform that the company's business situation is normal and that the repurchase plan continues to advance, so please pay attention to the company's follow-up announcements. The company's first-generation CXL MXC chip has completed the development of a mass-produced version, and is currently sending samples and testing to customers and downstream users, and has already been shipped on a small scale.
Lanqi Technology (688008.SH): CXL is a new technology, and it is normal for the market to have different views on it
Gelonghui March 20 | Lanqi Technology (688008.SH) said on an interactive platform that CXL is a new technology, and it is normal for the market to have different views on it. Mainstream industry analysts believe that CXL memory pooling and sharing is an important future development direction for general computing and AI computing. From an industrial perspective: On the one hand, the CXL alliance started with many industry giants, which is conducive to the construction of CXL's future industrial ecosystem; on the other hand, mainstream memory manufacturers around the world have launched CXL memory products, and many major international companies are also actively deploying CXL related products, which shows that the industry is optimistic about this technology
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