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Orient Securities: AI models on smartphones will become a trend. Generative AI is expected to reshape smart phones.
By 2024, the AI technology on mobile devices is expected to have a rapid development, making it possible to run local large models on mobile devices with the advancement of AI large model technology and the improvement of AI chip computing power for mobile phones.
BOCI International: Specialized storage stabilizes and rebounds, with AI-driven high-end demand accelerating volume growth.
Zhìtōng Cáijīng app learned that CCB International released research reports stating that as we step into 2024, the upward trend of DRAM and NAND prices will continue and the turning point for niche storage may have already arrived. Driven by the rising price trend for bulk products and the full fermentation of the benefits of reduced production by industry players, the inventory level of channel dealers has significantly decreased, and niche storage such as NOR Flash has begun to brew a price hike. Looking ahead for the whole year, along with the recovery trend of storage original manufacturers and the emergence of terminal innovations represented by AI phones and AIPCs, the storage sector's dual logic of "cycling + growth" is expected to continue resonating, and the large fund's third phase may further drive domestic storage, and the industry may face...
Tongfu Microelectronics Co.,Ltd (SZSE:002156) Surges 11%; Retail Investors Who Own 40% Shares Profited Along With Institutions
Key Insights The considerable ownership by retail investors in Tongfu MicroelectronicsLtd indicates that they collectively have a greater say in management and business strategy 51% of the business
Guojin Securities: 24 will be the first year of AI reasoning and will continue to be optimistic about HBM related industry chain companies
Guojin Securities released a research report saying that 23 will be the first year of AI training, and 24 will be the first year of AI reasoning. This is mainly due to the fact that overseas AI application products, including Sora, are expected to continue to be launched, superimposed on domestic central enterprises, and AI applications, which will strongly drive the demand for AI reasoning.
Tongfu Microelectronics (002156.SZ): The memory production line, which has been in place for many years, has steadily entered the mass production stage
Gelonghui, May 22丨Tongfu Microelectronics (002156.SZ) said on the investor interactive platform that in 2023, the company will continue to grow in the memory business. As memory chip technology becomes more mature, the company's long-standing memory production line has steadily entered the mass production stage and significantly increased the company's market share in related fields.
Huafu Securities: Chiplet adapts to the development needs of the AI era and the future layout will continue to deepen
The Zhitong Finance App learned that Huafu Securities released a research report saying that according to SEMI data, on the one hand, global chip production capacity will increase by 6.4% by 2024, and China will lead the increase in world semiconductor production; on the other hand, equipment expenses for global front-end 300mm fabs will resume growth in 2024. Chiplet adapts to the development needs of the AI era, drastically reduces chip design and manufacturing costs through “deconstructure-restructure-reuse”, and realizes heterogeneous restructuring. Currently, Chiplet mainly uses multiple packaging technologies such as MCM, InFO, CowOS, and EMIB
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