Recently, the semiconductor chip sector has gained significant attention. At the launch event of Huawei’s tri-fold screen smartphone XTS, the introduction of the Kirin chip instantly ignited public expectations for domestic semiconductor chips.
Meanwhile, the “Domestic Semiconductor Equipment and Materials Subsidy 2.0” was officially released by the Ministry of Industry and Information Technology, which immediately activated market vitality.
Due to the high prices of stocks in the semiconductor industry, with over 160 companies involved, some of which are merely riding the wave of concepts, investors in the industry are left dazzled; coupled with the uncertainty of the main market trend in September, everyone is still placing their bets. However, today the highest index has reached 3875, and it can no longer be said that everyone is just watching; who can resist this!
Conduct thorough sector research, “follow the leaders to mine for gold”! As the saying goes: the more you learn and observe, investing without research is like a blind person touching an elephant, inevitably missing the bigger picture! Not to mention making money!
Today, we have compiled a list of 5 companies in the semiconductor sector that have recently been extremely popular; take a look and cherish!
First Company: Haiguang Information
Business: A leading domestic x86 server CPU manufacturer, with products covering high-performance servers and edge computing, having obtained permanent authorization for the AMD Zen architecture, with significant technological compatibility advantages.Popularity Logic:Driven by the dual forces of “Xinchuang + AI computing power,” supported by government localization policies and the explosive demand for AI servers, the stock price shows high elasticity, making it suitable for long-term investors to accumulate on dips.Second Company: Wantong Development
Business: A real estate company transforming into an optical chip enterprise, having entered the 100G/400G optical module field after acquiring Sols Optoelectronics, and has begun mass production of self-developed 53G EML lasers.
Popularity Logic: There is a significant supply-demand gap in optical modules (30% global shortage expected by 2025), and after capacity release, performance elasticity is notable, with strong expectations for a turnaround from difficulties.
Third Company: Juguang Technology
Business: A core supplier of laser radar optical components, ranked among the top three global light field homogenizers, with mass production of automotive-grade laser radar surface light sources and high technological barriers.
Popularity Logic: The penetration rate of laser radar in vehicles is increasing (with a target of 35% penetration for L2+ in China by 2025), coupled with the demand for light sources in the semiconductor equipment sector, leading to explosive order growth.
Fourth Company: Chipone Technology
Business: Covers multiple fields including consumer electronics and automotive electronics, with six categories of processor IP and over 1600 mixed-signal and RF IPs.
Popularity Logic: As a leading domestic semiconductor IP company, it has advanced technology and a rich variety of IPs. Recently planning to acquire Xinchip Technology to enhance CPU IP capabilities and strengthen its full-stack layout, attracting market attention.
Fifth Company: Beijing Junzheng
Business: An integrated circuit design company with diversified business; its product line includes computing chips used in security monitoring and other smart hardware fields; widely applied in automotive and industrial markets; analog and interconnect chips can provide solutions for in-car lighting and connectivity.
Popularity Logic: As one of the leading automotive-grade storage companies, it has a deep technological foundation, and with stabilizing storage prices and accelerating domestic substitution of automotive-grade chips, it has garnered significant investor interest.
The above is merely personal opinion and serves only as a summary, not as any advice!
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