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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
These 4 Measures Indicate That Tongfu MicroelectronicsLtd (SZSE:002156) Is Using Debt Extensively
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously said that 'Volatility is far from synonymous with risk.' So it seems the smart m
Tongfu MicroelectronicsLtd's (SZSE:002156) Problems Go Beyond Weak Profit
Investors were disappointed by Tongfu Microelectronics Co.,Ltd's (SZSE:002156 ) latest earnings release. Our analysis has found some reasons to be concerned, beyond the weak headline numbers. SZS
Results: Tongfu Microelectronics Co.,Ltd Beat Earnings Expectations And Analysts Now Have New Forecasts
Last week, you might have seen that Tongfu Microelectronics Co.,Ltd (SZSE:002156) released its full-year result to the market. The early response was not positive, with shares down 3.5% to CN¥20.50 in
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