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Sci-Tech Innovation Board Evening Brief | Montage Technology's fifth-largest shareholder plans to transfer 1% of shares via book-building; Dongxin Semiconductor plans H-share offering
① The Hang Seng Tech Index has added MINIMAX-W and Zhipu; ② Honor internally responded to IPO questions: the listing has not been terminated; ③ Zhongwei Company: its third-largest shareholder, Xunxin Investment, plans to reduce its stake by no more than 2%.
ASR Microelectronics (688220.SH): Alibaba Networks plans to reduce its stake by no more than 3%.
ASR Microelectronics Co., Ltd. (SHA: 688220) announced that Alibaba (China) Network Technology Co., Ltd. ("Ali Network"), a shareholder holding 12.4333% of the company's shares, intends to reduce its stake by no more than 12,549,000 shares—representing no more than 3% of the company's total share capital—through block trades and/or centralized bidding transactions within three months following the expiration of 15 trading days from the date of this announcement, due to its own internal arrangements.
Express News | The semiconductor industry chain continued to strengthen, with Cambricon rising more than 5% to hit a new all-time high.
Oriental Securities: Memory prices continue to rise; remain positioned to capture high-certainty growth opportunities across the memory industry chain.
The bank believes that memory-related supporting chips are well positioned to benefit significantly from the overall growth and iterative upgrades in the memory sector.
Company Q&A | ASR Microelectronics: The company's 5G smart SoC system testing is currently proceeding smoothly, and preparations are underway to begin field testing.
Gelonghui, May 19 — An investor asked Unisoc on an interactive platform: "What is the current progress of the company's 5G smartphone SoC? Is there a possibility of accelerating customer adoption? When is volume production expected to begin?" Unisoc responded that its 5G smart SoC is currently undergoing system testing smoothly and is preparing to commence field trials. Regarding market promotion and customer adoption, please refer to the company's subsequent periodic reports and official announcements.
Company Q&A | ASR Microelectronics: The approximately RMB 188 million in custom business revenue for the first quarter includes both NRE revenue and mass production revenue, with NRE accounting for about 90%.
Gelonghui, May 19 — An investor asked on an interactive platform: "What proportion of the company's first-quarter ASIC revenue comes from chip design versus volume production? Is it entirely from chip design?" ASR Microelectronics responded that its custom business revenue of approximately RMB 188 million in the first quarter included both NRE (Non-Recurring Engineering) revenue and volume production revenue, with NRE accounting for roughly 90%.