Guangdong Huate Gas Co., Ltd.: Last year, there was a significant breakthrough in overseas sales of photolithography gas. New types of fluorocarbon gases, hydrides, etc. have been fully released. | Earnings Conference

① The company has been certified by the Singaporean "3D NAND manufacturer" through the acquisition of overseas companies to empower its multiple products. Against the background of the slowing growth of the consumer electronics industry in 2023 and the decline in semiconductor sales; ② Last year, semiconductor and display-specific gas company SOLE MATERIALS CO., LTD and new energy power generation company JA Solar Technology Co., Ltd. became the company's top five new customers.

cls.cnJun 3 06:49

The third phase of the National Big Fund was officially established! The semiconductor industry is facing significant benefits; which targets are expected to benefit?

Regarding the specific investment of the third phase of the Big Fund, CITIC Securities expects semiconductor manufacturing to remain the largest, and is expected to further increase support for critical areas such as equipment, materials, components, EDA, and IP. It is recommended to continue to focus on leading companies in related fields.

Futu NewsMay 28 02:45

The price of memory chips has risen by about 50% year on year, institutions say there is plenty of room for a rebound in the industry

① Memory chips are the most important segment of the semiconductor market, mainly divided into flash memory and memory. The data shows that since this year, the price of memory chips has increased by about 50% compared to the same period last year. ② Shanxi Securities said that in the future, as operating margins improve due to continued increases in storage prices, leading storage manufacturers are expected to experience a double hit in performance and valuation from Davis.

cls.cnMay 26 18:53

ATTENTION! The A-share ban will be lifted next Monday to exceed 40 billion yuan, and a large percentage of the unbanned stocks will be released

① Over 40 billion yuan was lifted in a single day! There will be a small peak next Monday when the ban will be lifted; ② Attention! These 7 stocks have been banned for a large amount and a large percentage of them “double listed.”

cls.cnMay 17 21:44

Is depreciation “crushing” performance? SMIC: It will take time for the new construction project to achieve benefits and prioritize the supply of urgent orders such as mobile phones | Direct access to the performance conference

① At the performance conference held by SMIC today, the company's co-CEO Zhao Haijun said that the company has seen an increase in the willingness of global customers to prepare goods. ② Zhao Haijun revealed at the performance meeting that the company received some urgent orders in the first quarter of this year, and some production lines were close to full load, so priority was given to guaranteeing urgent orders related to market share, such as mobile phones.

cls.cnMay 10 03:28

SMIC's first quarter revenue rose 19.7% year on year, net profit of 71.8 million US dollars, down 68.9% year on year

SMIC expects revenue growth of 5% to 7% month-on-month in the second quarter, and gross margin in the range of 9% to 11%.

wallstreetcnMay 9 18:07