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Shanxi Securities: The trend of rising storage prices may continue for longer, and storage vendors are expected to welcome a double hit from Davis
The Zhitong Finance App learned that Shanxi Securities released a research report stating that considering that the operating profit margins of the three major storage manufacturers still have a lot of room to rise from historical highs, and that storage prices continue to rise for at least 6-8 quarters in each upward cycle, storage prices have only risen for 2 quarters in this upward cycle, so the storage price increase trend may continue for longer. In the future, as operating margins improve due to the continued rise in storage prices, storage vendors are expected to face a double hit in performance and valuation, and there is plenty of room for a rebound in the industry. The main opinion of Shanxi Securities is as follows: Shanxi Securities said that the price of upstream storage wafers
Zhitong FinanceApr 17 22:07 ET
Montage Technology Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
As you might know, Montage Technology Co., Ltd. (SHSE:688008) last week released its latest full-year, and things did not turn out so great for shareholders. Montage Technology missed analyst for
Simply Wall StApr 12 18:00 ET
Montage Technology Initiates Trial Production of 7200 MT/s DDR5 RCD, Enabling Faster Speeds
WccftechApr 11 15:26 ET
Montage Technology Pioneers the Trial Production of DDR5 CKDs
Yahoo FinanceApr 9 22:30 ET
Lanqi Technology (688008.SH) announced its 2023 annual results, with net profit of 451 million yuan, a year-on-year decrease of 65.3%. It plans to pay 3 yuan for 10
According to the Zhitong Finance App, Lanqi Technology (688008.SH) disclosed its 2023 annual report. During the reporting period, the company achieved revenue of 2,286 billion yuan, a year-on-year decrease of 37.76%; net profit to mother of 451 million yuan, a year-on-year decrease of 65.3%; deducted non-net profit of 370 million yuan, a year-on-year decrease of 58.11%; and basic earnings per share of 0.4 yuan. The company plans to pay a cash dividend of 3 yuan (tax included) for every 10 shares. In 2023, due to customer inventory removal due to declining demand in the global server and computer industry, shipments of the company's DDR4 memory interface chips and CPUs were significantly higher than in the same period last year
Zhitong FinanceApr 9 07:08 ET
Lanqi Technology (688008.SH): PCIe 5.0/CXL 2.0 ReTimer chips have been successfully introduced into AI server procurement projects of some mainstream domestic and foreign cloud computing/Internet vendors
Gelonghui, April 3 | Lanqi Technology (688008.SH) said on an interactive platform that in the AI era, the company's 4 high-performance “capacity” chips will benefit: 1. MRCD/MDB chips. The rapid development of AI-related applications will significantly drive system demand for memory bandwidth and capacity, drive a steady increase in demand for server memory interfaces and module supporting chips, and further increase the demand for high-bandwidth memory modules MRDIMM and MRCD/MDB. As an industry leader in memory interface chips, the company is also the leading setter of international standards for MDB chips, R&D
Gelonghui FinanceApr 3 04:59 ET
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