Tang’s Study: Insights on the Investment Value of Allwinner Technology from “Value Investment Practical Handbook”

Tang's Study: Insights on the Investment Value of Allwinner Technology from "Value Investment Practical Handbook"

In recent years, the semiconductor industry has garnered significant attention, with a strong wave of domestic substitution. Allwinner Technology (300458.SZ), as a leading SoC chip design company in China, has been dedicated to the research, production, and sales of intelligent application processors, with its products widely used in tablets, wireless communications, and other consumer electronics. … Read more

Storage Chips: Six Core Companies Entering a Golden Development Period

Storage Chips: Six Core Companies Entering a Golden Development Period

Recently, storage chip manufacturer SanDisk sent a price increase notice to customers, stating that due to changes in the supply and demand status of the storage industry, all channel and consumer products will increase by 10% starting April 1, 2025, with further price increases not ruled out. Subsequently, major overseas storage manufacturers such as Micron, … Read more