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Health Check: How Prudently Does Dosilicon (SHSE:688110) Use Debt?
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.' When we think about how
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...
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.
Dongxin Co., Ltd. (688110.SH) grants 3.17 million restricted shares at a grant price of 19.18 yuan/share
Dongxin Co., Ltd. (688110.SH) announced that the company “Dongxin Semiconductor Co., Ltd. 2024 Restricted Shares...
Dongxin Co., Ltd. (688110.SH): It plans to acquire about 40% of the company's shares through a capital increase in Shanghai
Gelonghui, May 9丨Dongxin Co., Ltd. (688110.SH) announced that the company plans to acquire about 40% of the company's shares through capital increase from Lixan Technology (Shanghai) Co., Ltd. (“Shanghai Lixan”) through its own capital or overraised capital. The investment amount is expected to be no more than 200 million yuan. The target company is a chip design enterprise dedicated to developing multi-level (expandable) graphics rendering. This investment helps the company expand new application scenarios, enhance the company's market space, enhance the company's market competitiveness and sustainable development capabilities, help further improve the asset quality of listed companies, and is in line with the company's development strategy.
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