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Huajin Securities: Expanding production of original domestic storage factories in an orderly manner, and the implementation of the National Phase III Fund is expected to catalyze the industrial chain
As demand for AI applications continues to be released, “advanced memory” construction is imperative, and memory chips may become a key investment target for the third phase of the National Big Fund.
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.
Returns On Capital At Giga Device Semiconductor (SHSE:603986) Paint A Concerning Picture
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a growing return on capital employed (ROCE) and then alongside that, an ever-increa
Mega Easy Innovation (603986.SH): Niche DRAM prices are expected to continue to rise moderately in the second and third quarters of 2024
Gelonghui, May 17 | Zhaoyi Innovation (603986.SH) said on an interactive platform that the company's DRAM product production capacity is normal. It is estimated that the DRAM OEM purchase amount in 2024 is about 850 million yuan, a significant increase over 2023. Mainstream DRAM and NAND prices have increased significantly in the second half of 2023. After 1-2 quarters of transmission, niche DRAM prices have risen moderately in the first quarter of 2024. It is expected that niche DRAM prices will continue to rise moderately in the second and third quarters of 2024.
Mega Easy Innovation (603986.SH): No HBM product line planning
Gelonghui, May 17 | Zhaoyi Innovation (603986.SH) said on an interactive platform that the company has no HBM product line plan based on its own business plan. Regarding solutions such as using advanced packaging technology for near-memory calculations, the company is watching this technology trend. On the one hand, it is actively evaluating technical feasibility, and on the other hand, actively exploring possible technical solutions with some potential downstream partners. We are currently in the technology and solution evaluation stage. If we see suitable applications, the company will lay out the corresponding products and projects.
Mega Easy Innovation (603986.SH): Granting 6.781,400 stock options to incentive recipients
On May 15, Ge Longhui Innovation (603986.SH) announced that the grant date for the company's current stock option incentive plan was May 15, 2024, and agreed to grant 6.7814 million stock options to 45 incentive recipients who met the grant conditions.
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