The development of future industries cannot be separated from these semiconductors

On January 29, the Ministry of Industry and Information Technology and seven other departments jointly issued the "Implementation Opinions on Promoting the Innovation and Development of Future Industries" (hereinafter referred to as the "Implementation Opinions"), which involves new materials and core devices such as advanced semiconductor materials, brain-like chips, and GPU chips. In addition, the innovative products such as quantum computers and future high-end equipment such as humanoid robots involved in the "Implementation Opinions" also require semiconductor products such as quantum chips and sensors.

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The semiconductor market may enter a recovery cycle

The semiconductor market recovery is driven by many factors. First, generative artificial intelligence continues to be popular. Second, the destocking of memory chips has achieved significant results. Third, the demand for consumer electronics, especially personal computers and smartphones, has begun to pick up.

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The semiconductor industry may enter an upward cycle. Some listed companies said that the inventory situation has improved and there are sufficient orders on hand.

After the global and domestic semiconductor industries experienced active destocking in 2022 and 2023, inventory levels may improve significantly in 2024. Recently, several brokerages released research reports stating that the semiconductor industry is expected to enter an upward cycle this year.

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Electronic-grade silicon carbide makes Henan famous as a "core" business card - Focusing on the fifth of a series of reports on smart sensors and the semiconductor industry chain

"Compared with the traditional 6-inch substrate, the area of ​​the 8-inch substrate has increased by 78%. Under the same conditions, the number of chips cut out will increase by nearly 90%. This will greatly reduce the application cost of silicon carbide."

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Changdian Technology faces a change in control: Big Fund and Xinde Semiconductor plan equity transfer, the market value of 50.5 billion leading company may change hands

Changdian Technology (600584, market value of 50.5 billion yuan), a leading company in the domestic semiconductor packaging and testing industry, issued an announcement on the evening of March 19, revealing a storm of equity transfer that may lead to a major change in the company's control. According to the announcement, the company's major shareholder, National Integrated Circuit Industry Investment Fund Co., Ltd. (referred to as "Big Fund") and Xinde Semiconductor (Shanghai) Co., Ltd. (referred to as "Xinde Semiconductor") are closely planning the company's equity transfer related matters, which is very likely to lead to a fundamental change in the control of Changdian Technology.

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