Dongwu Securities: The first year of performance realization for the PCB equipment industry; focus on non-linear growth driven by technological inflation.

The rapid increase in demand for GPUs and ASICs will drive growth in PCB volumes and propel their development toward higher-end applications.

Zhitong FinanceMay 12 23:31 ET

H-share Movement | Dahan CNC (03200) Surges Over 6% Again; Rapid Growth in PCB Equipment Sector Drives Incremental Demand Through Hardware Upgrades

Daheng CNC (03200) surged over 6% again. As of press time, it rose by 4.8%, trading at HKD 148.3 with a turnover of HKD 450 million.

Zhitong FinanceMay 12 23:27 ET

Earnings Meeting of STAR Market Semiconductor Equipment Companies: Strong Order Demand Amid High Growth, Enterprises Accelerate Capacity Expansion and 'Going Global' Strategy

① The sector is experiencing high prosperity driven by the explosive demand for AI computing power, advancements in advanced packaging technologies, and the recovery of the storage industry cycle, leading to robust demand in a new round of the industrial chain; ② The semiconductor equipment industry is rapidly entering a new phase of development characterized by both platformization and integration. The technology iteration cycle has significantly shortened, and the pace of product upgrades continues to accelerate.

cls.cnMay 6 10:13 ET

Little K Morning Report | Alphabet Achieves Strongest Quarterly Revenue Growth in Four Years; Anthropic May Raise Funds at a Valuation Exceeding 900 Billion USD

①Samsung Electronics Q1 revenue reached 133.87 trillion won; ②DeepSeek launched its image recognition mode; ③Cambricon and Muxi Co., Ltd. released their Q1 earnings reports.

cls.cnApr 29 20:14 ET

Xinji Micro-Assembly: First Quarter Report for 2026

SZSIApr 29 12:00 ET · Announcements

First Quarter Report for 2026

SZSIApr 29 12:00 ET · Announcements