Today’s Security Operations Centers (SOCs) are utilizing emerging technologies to reduce the number of alerts and enhance traditional human collaboration. Success and failure both stem from SIEM. For many SOC managers, Security Information and Event Management (SIEM) systems are both a blessing and a curse: they can integrate and correlate security alerts from firewalls, routers, … Read more
Allwinner Technology (300458.SZ), as a leading domestic designer of smart application processor SoCs and smart power management chips, has achieved significant accomplishments in recent years in the fields of smart terminals, smart projection, and automotive electronics. Recently, China Post Securities maintained a “buy” rating for the company, reflecting the market’s high recognition of its future … Read more
Edge AI is Exploding! From 2024 to 2030, the global edge AI chip market is expected to grow from $18 billion to $85 billion. Who will capture the trillion-dollar incremental space? Which SoC chip companies like Rockchip, Allwinner Technology, and Hengxuan Technology will prevail? At first glance, based on revenue and profitability metrics, the winner … Read more
1. Corporate Culture: Pragmatism and Innovation as Dual Drivers Allwinner Technology’s corporate culture can be summarized in three words: “down-to-earth.” This company does not have the aggressive wolf culture of some firms, nor does it emphasize the warmth of “family culture” like certain large enterprises. Instead, it genuinely engraves the principle of “customer-centric and creator-oriented” … Read more
Recently, the WeChat update has disrupted the release schedule, causing many readers to miss article updates. Please set “Investment Trends” as a star ⭐ so we can continue to move forward together, seeing each other every day! We are currently in the earnings report season, and the semiconductor industry is experiencing a recovery. Let’s explore … Read more
Early Competition: The RISC-V bidding was generally underwhelming, and the robotics sector was completely below expectations, with Wanma Co. and Hangzhou Gear not showing any premium. Market Opening: Amidst the divergence in RISC-V, the market strengthened, selecting the top bidding volume in the entire market, with Allwinner Technology, which has Alibaba’s logic backing it, and … Read more
Samsung’s China Operations Suspended? Rockchip and Samsung Officially Deny Rumors Recently, rumors regarding “Samsung’s wafer fab suspending all operations in China” have attracted widespread attention. As a long-term partner of Samsung, Rockchip, a publicly listed semiconductor company in China, issued an official statement through its WeChat account to clarify the situation. The statement indicated that … Read more
1. Financial Data According to publicly available financial reports, Rockchip achieved a revenue of approximately 3.25 billion yuan in the first three quarters of 2024, a year-on-year increase of 28%, primarily benefiting from the growth of AIoT chips and automotive electronics business. The net profit for the first three quarters reached 580 million yuan, a … Read more
In November last year, TSMC had issued a notice to suspend advanced process foundry services for AI chip companies in mainland China at 7nm and below. Following this, rumors emerged that Samsung’s foundry division had also suspended related foundry services for mainland customers. However, this rumor has recently been clarified. Just yesterday, according to media … Read more
Based on the provided information, the investment analysis and recommendations for Rockchip are as follows: — Core Logic Overview Clarification of Rumors and Supply Chain StabilityThe market rumors regarding “Samsung’s wafer fab halting operations in China” have been officially denied, and Samsung’s fab operations are normal. As a chip design company relying on foundry services, … Read more