Source: Snow Ball APP, Author: Today’s core Wen, (
1. Once up to 130%, successfully landed on the IPO
On March 1, Mumbai Longqi Technology Co., Ltd. officially landed on the Shanghai City Main Board. The issuance price was 26 yuan/share, and the total amount of funds raised was 1.56 billion yuan.On the first day of listing, it once rose more than 130%.As of the close, the closing price was 51.92 yuan, an increase of 99.69%, and the total market value was 24.148 billion yuan.
Picture source: self -selected stock
Established in 2002, it is a technology company engaged in the development, design, manufacturing, and comprehensive services of smart products. It belongs to the intelligent product ODM industry and is known as the "domestic mobile phone ODM giant".According to the latest data of Countpoint, Huaqin Technology, Longqi Technology, and Wentai Technology have a market share of 30.5%, 24.9%, and 20.2%, respectively, accounting for about 76%of global smartphones in the first half of 2023.Essence
The main customers include, Lenovo, Honor, OPPO, VIVO, China Postal Communication, etc., and have formed smart products covering smartphones, tablets and AIOT products.
Fabless/IDM
2. Restart the name number, use AI Dongfeng to impact the IPO
Financial Association, March 1st, Intel announced on Thursday that it officially named its independent on -site programming door array (FPGA) group.This also means that in the next few years, this semiconductor industry veteran, which has taken AI Dongfeng, is expected to return to the US stock market.
In 2015, it spent $ 16.7 billion to acquire, which is by far the company’s largest M & A transaction.Sandra Rivera, CEO of Altera, said that the company aims at the opportunity between ASIC and GPU chips. In the process of continuous changes in artificial intelligence hardware, this market will continue to grow.
3. SK Hylos contacts the armor, hoping to increase the rapid increase in production demand in Japan
"Science and Technology Board Daily" February 1st, according to the Japanese current affairs news agency, SK Hynix has contacted with Kaidi, hoping to increase the rapid increase in production demand in Japan, and it is estimated that it will produce in the Japanese joint venture factory in Kahang.
HBM (called High Memory) is a high -band wide memory, which is a type of graphical DDR memory.The wave of AI servers swept the world and drives AI to accelerate the needs of chips.DRAM’s key product HBM has a sudden emergence, becoming a landscape in the decline of the semiconductor.The industry believes that HBM is one of the key technologies to accelerate future AI technology development.
4. The Indian government approves the investment plan of $ 15.2 billion in chip factories, and is expected to open within a hundred days.Kanpur Investment
Financial News Agency, March 1st, the Minister of Electronics and Information Technology Ashvini Vishau announced on February 29, local time that the Indian government approved a $ 15.2 billion semiconductor manufacturer investment plan, including the Tata GroupConstruction of the country’s first large -scale chip manufacturer.
Specifically, Tata Group will cooperate with Li Ji Electric to establish the first chip manufacturer India in DHOLERA in Gujerate, with an investment scale of 910 billion rupees.CG Power, a chip packaging factory worth 270 billion rupees; CG Power, a subsidiary of Indian Enterprise Group Murugappa, will cooperate with Japan’s Ruisa Electronics and Thailand Stars Microelectronics to build a chip packaging factory of 76 billion rupees in Gujarat.Vishau said that these factories will be built within the next 100 days, and after production will manufacture and packaged chips for Indian defense, automobiles and telecommunications industries.
5. Li Ji Power announced that it will assist Tata Group to build the first 12 -inch wafer fab in India
Financial News Agency, February 29th, Ji Ji Ji announced that it will assist the Tata Electronics of India Tata Group to build the first 12 -inch wafer factory in India in Gragratla. It is expected to start this year.Create more than 20,000 job opportunities locally.
TATA Electronics is a wholly -owned subsidiary of the Indian Tata Group. With the assistance of Licardian, TATA Electronics plans to produce power management, panel drive chips and micro -controlling logic chips in Dorrala 12 -inch wafers in the future.Entering the end application market such as car, operation and data storage, wireless communication, and artificial intelligence.
6. Institution: In 2023, the market size of smartphone image sensors has increased slightly, with total revenue exceeding 14 billion US dollars
On March 1st, according to the latest research of the Techinsights sensor semiconductor channel, the market size of the smartphone image sensor increased slightly in 2023, with a total revenue of more than $ 14 billion.Techinsights pointed out that the market’s demand for 50 million pixels is full.SK Hynix will continue to increase its 50 -megapixel CIS product supply.In addition to Haowei, it will become another 50 -megapixel CIS supplier of India’s smartphone OEM.It dominates the supply of low pixel products, and has now begun to provide high -resolution CIS products.
7. The price of PC DRAM in February was flat, and the actual demand for PC and servers for DRAM was weaker than supplier expectations
"Science and Technology Board Daily" March 1st, according to the statistics of market research company DRAM Exchange, the average fixed transaction price of PC DRAM General Products (DDR4 8GB 1GX8 2133MHz) February was 1.8 US dollars, which was the same as last month.0.55%.TrendForce said that the price of PC DRAM remained stable in February because PC OEM accepted the price increase in January and finalized the quarterly contract.Mobile DRAM has always been the main driving force for recent rising prices. The actual demand for PC and server for DRAM has been weaker than the original expectations of suppliers.
8. New product -related policies will catalyze the theme investment opportunities of science and technology manufacturing
On March 1, the research report believes that in general, new productivity is an innovative and high -quality advanced productivity.From the perspective of the industry, new productivity covers most of the strategic emerging industries and future industries.From the perspective of policy, cultivating new quality -related policies or exerting efforts from the three aspects of self -improvement, green transformation of science and technology.It is recommended to pay attention to the technological manufacturing theme investment opportunities under the catalysis of new productivity related policies, including semiconductor equipment, industrial parent machines, new materials, AI, computing power, hydrogen energy, nuclear energy, energy storage, power grid equipment, power IT, etc.
5G/IOT/AI
9. Musk: The speed of development of AI has never been seen before, and the market value may continue to grow
Financial News Agency, March 1st, at the BCW (Bosch Connected World) event held on February 29, CEO Elon Musk said, "Artificial intelligence technology is progressing rapidly. In fact, I have never seen it before.Which technology can improve faster than its. "" The ability of artificial intelligence technology seems to be more than ten times every six months. However, it cannot grow at such a high speed, otherwise it will exceed the universe’s universe’s.Quality, I have never seen similar things. "He added.
Musk mentioned that this explains why its market value is so huge, because they have the best neural network chip, and their market value may continue to grow.Musk believes that humanoid robots are also a major application field of artificial intelligence. The humanoid robot Optimus Prime is an example. Optimus Prime is a humanoid robot and can do almost any things that humans can do.However, Musk, as always, maintained a question of artificial intelligence and security. He said with a smile, "I just hope that the robot can treat us friendly."
10. Musk sued Openai and its CEO Ultraman, requesting to restore open sourceBangalore Wealth Management
On March 1, Sina Finance, CEO Elon Musk filed a lawsuit against the San Francisco High Court to sue Openai and its CEO Sam Ultraman on the grounds of violation of the contract.Musk put forward the allegations of OPENAI including default, violation of trust obligations and unfair business behaviors, and asked the company to resume open source.Musk also asked the court to issue a ban to prohibit OpenAI, his president Gregory Brockman and CEO Sam Ultraman (the co -defendant of the case) and profit from the company’s artificial intelligent technology.
11Jaipur Investment. Overview of China -US semiconductor stock market
Haitong Semiconductor (BI801081) index
Haitong Semiconductor (BI801081) index today (March 1) closed index of 4514.82, an increase of 2.11%, and a total turnover of 59.960 billion.Among them, 124 rose, down 28.
Picture source: Haitong e Haitongcai
Semiconductor maximum gain TOP5
Picture source: Haitong e Haitongcai
Semiconductor’s largest decline TOP5
Picture source: Haitong e Haitongcai
US stock semiconductor index ETF (soxx.us)
According to the stock selection data, the closing price of the US -stock semiconductor index ETF (soxx.us) on February 29 was $ 652.09, an increase of 2.71%, and the total transaction volume reached 1.1276 million shares.
Picture source: self -selected stock
The information comes from the financial Association, Science and Technology Daily, Sina Finance, Taiwan Economic Daily, Research Report, and self -selected stock selection.If you need to reprint, please indicate the original placeJinnai Wealth Management!
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