The first leader in the concept of HBM storage + computing power, holding 5.68 million orders, and the state holds the largest shares
The popularity of AI servers has boosted the global demand for acceleration chips, among which HBM (High Bandwidth Memory) has sprung up during the downturn in the semiconductor market and has become a growth bright spot. Industry insiders agree that HBM is one of the important technologies to promote the development of artificial intelligence technology in the future.
Recently, the HBM market has been active. According to Kim Ki-tae, vice president of SK hynix, the company's HBM products have been sold out this year and preparations for 2025 have already begun. At the same time, Sanjay Mehrotra, CEO of Micron Technology, also said that it is expected that by 2024, the company's HBM production capacity has also been sold out.
This was followed by impressive new advances in HBM technology, accompanied by significant changes in the key customer lineup. What's even more exciting is that HBM technology has also been included in one of the national strategic technologies. These important developments have led to a renewed global focus on HBM for its compelling prospects and potential.
After a period of in-depth research, these four related companies have been excavated, especially the last one with great potential and a promising future!
The first, Jacques Technology
UPCHEMICAL, a subsidiary of UPCHEMICAL, has been a core partner of SK hynix as an important leader in the field of memory chips in Korea.
The second, Xingsen Technology
Our company's latest FCBGA package substrate is specially designed for HBM storage.
The third, Huahai Chengke
The company's granular ring gas molding compound (GMC) has been approved by some customers to provide material support for HBM (High Bandwidth Memory) packaging.
The first leader of the concept of "domestic computing power + optical module" is expected to become the first demon in the Year of the Dragon.
1. This company is an important global communication equipment manufacturer, and they have begun to mass-produce and ship 400G and 800G optical modules. The stellar performance bodes well for a possible significant increase in their annual earnings report.
2. In line with the dragon return strategy + single-peak chips are highly concentrated. The stock is active and is favored by private equity** and northbound funds.
Low price low + low valuation,From a technical point of view, the bottom of the "** pit" started, MACD day, week and month three-line golden cross, volume and price rise, in the middle of the world, the main high control disk, is expected to usher in a wave of main rising waves.
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