Montage Technology's (SHSE:688008) Shareholders Have More To Worry About Than Only Soft Earnings
The market rallied behind Montage Technology Co., Ltd.'s (SHSE:688008) stock, leading do a rise in the share price after its recent weak earnings report. Sometimes, shareholders are willing to ignore
Lanqi Technology (688008.SH): Currently, the product line does not involve the mobile phone field
Gelonghui, April 30丨Lanqi Technology (688008.SH) said on the interactive platform that the company is an internationally leading data processing and interconnect chip design company. Currently, it has two major product lines, an interconnect chip product line and a Jinji server platform product line. In the era of artificial intelligence, the company focused on “capacity” requirements and laid out a series of high-speed interconnect chip solutions, including PCle Retimer, MRCD/MDB, CKD, MXC, etc., which are mainly used in the fields of servers, desktops and laptops. The company's current product line does not cover the mobile phone sector.
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
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
Montage Technology Initiates Trial Production of 7200 MT/s DDR5 RCD, Enabling Faster Speeds
Montage Technology Pioneers the Trial Production of DDR5 CKDs
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
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
Lanqi Technology (688008.SH): spent 216 million yuan to buy back a total of 4.37 million shares
Gelonghui, April 2, 丨 Lanqi Technology (688008.SH) announced that as of March 31, 2024, the company had repurchased a total of 4.37 million shares through the Shanghai Stock Exchange trading system, accounting for 0.38% of the company's total share capital. The highest price of the repurchase transaction was 55.00 yuan/share, the lowest price was 44.03 yuan/share, and the total amount of capital paid was approximately RMB 216 million (excluding transaction fees such as commissions and transfer fees).
CICC: Major types of storage benefit from HBM's short supply and demand pattern, which is expected to continue to be optimized
With the gradual recovery of demand in the downstream mobile phone, PC, server and other industries, and the gradual implementation of production capacity cuts by original storage manufacturers, starting in 3Q23, the prices of some major storage categories began to bottom out and enter an upward channel.
Lanqi Technology (688008.SH): As the industry nears the end of inventory removal, the Jinjue server platform product line is gradually being restored
Gelonghui March 25 | Lanqi Technology (688008.SH) said on an interactive platform that procuring raw materials is the basis and prerequisite for delivering products to customers and confirming sales revenue. From purchasing raw materials to manufacturing finished products, to delivery to customers, it takes a certain period of time. Affected by inventory removal due to falling server demand, the company's 2023 server platform product line declined year-on-year. As the industry nears the end of inventory removal, the Jinjue server platform product line is gradually being restored, but a certain process is needed to remind investors to pay attention to investment risks.
Is Montage Technology (SHSE:688008) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to consider debt, when you think about how risky any given stock is, because too much
Open source securities: Currently HBM is in short supply, NAND flash memory prices are expected to rise 15%-20% in the second quarter
Recently, Micron Technology released its latest financial report. Its performance far exceeded expectations and achieved a strong recovery. In terms of guidance, the Micron HBM3e will supply Nvidia H200 GPUs, which have now been mass-produced.
Lanqi Technology (688008.SH): DDR5 continues to penetrate downstream, and the overall trend is improving
Gelonghui, March 20 | Lanqi Technology (688008.SH) said on an interactive platform that since this year, the industry has begun to recover, DDR5 continues to penetrate downstream, and the overall trend is improving. For the company's performance in the first quarter of 2024, please stay tuned to the company's subsequent quarterly report.
Lanqi Technology (688008.SH): The first generation CXL MXC chip has completed the development of a mass-produced version, and is currently sending samples and testing to customers and downstream users
Gelonghui March 20 | Lanqi Technology (688008.SH) said on the interactive platform that the company's business situation is normal and that the repurchase plan continues to advance, so please pay attention to the company's follow-up announcements. The company's first-generation CXL MXC chip has completed the development of a mass-produced version, and is currently sending samples and testing to customers and downstream users, and has already been shipped on a small scale.
Lanqi Technology (688008.SH): CXL is a new technology, and it is normal for the market to have different views on it
Gelonghui March 20 | Lanqi Technology (688008.SH) said on an interactive platform that CXL is a new technology, and it is normal for the market to have different views on it. Mainstream industry analysts believe that CXL memory pooling and sharing is an important future development direction for general computing and AI computing. From an industrial perspective: On the one hand, the CXL alliance started with many industry giants, which is conducive to the construction of CXL's future industrial ecosystem; on the other hand, mainstream memory manufacturers around the world have launched CXL memory products, and many major international companies are also actively deploying CXL related products, which shows that the industry is optimistic about this technology
Galaxy Securities: The storage industry's boom has reached an inflection point, bringing about a new cycle of AI, localization, and demand recovery
The Zhitong Finance App learned that Galaxy Securities released a research report saying that the memory chip circuit is a high-growth and strong cycle industry. The current time is a new starting point for the next cycle of the memory chip circuit. Against the backdrop of AI/localization and demand recovery compounded by the digital economy's continuous rise in demand for memory, it is optimistic about investment opportunities for listed companies related to the domestic storage industry chain. Focus on memory chip design companies such as Zhaoyi Innovation (603986.SH), Beijing Junzheng (300223.SZ), Lanqi Technology (688008.SH), etc., and module manufacturers focus on Jiang Bolong (301308.SZ) and Demingli (
Open Source Securities: DDR3 is short of supply and price increases are spreading to niche storage markets
As the supply and demand structure of the niche market improves, niche storage products such as DDR3 are expected to continue to rise, recovering all categories of memory chips, and the sector's prosperity will continue to rise.
Lanqi Technology (688008.SH): Since the second quarter of last year, the company's inventory situation has continued to improve
Gelonghui, March 12丨Lanqi Technology (688008.SH) recently said during a survey receiving institutional investors that according to industry analysis, this round of inventory removal in the server and computer industry is nearing its end. Since the second quarter of last year, the company's inventory situation has continued to improve.
Montage Technology to Buy Up to 106 Million Yuan Assets From Intel
Montage Technology (SHA:688008) plans to purchase raw materials, tools and services worth up to 106 million yuan from US technology firm Intel, according to a Thursday filing with the Shanghai Stock E
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