Haiguang information, a CPU manufacturer, has submitted for IPO registration on the sci tech innovation board. On April 6, the IPO of haiguang information technology innovation board, a CPU manufacturer, has been submitted for registration. Its main business is to develop, design and sell high-end processors used in servers, workstations and other computing and storage devices. Its products include haiguang general processor (CPU) and haiguang coprocessor (DCU). The product performance has reached the international level of mainstream high-end processors of the same type, and is in a leading position in China
Guoxin technology released a new generation of automotive electronic MCU products. On April 7, 2022, the company announced that the internal test of its new generation of automotive electronics medium and high-end body and gateway control chip “ccfc2012bc” was successful. The automobile MCU products released by the company this time can expand their functions according to the needs of automobile manufacturers, and can widely cover the body control gateway and the whole vehicle control of new energy vehicles. It is of great significance to solve the problem of core shortage in China’s automobile industry.
NVIDIA 4nm GPU orders are delivered to TSMC for mass production. NVIDIA’s next-generation h100gpu is produced by TSMC’s 4nm process. It is expected to process 40tb of data per second, equivalent to 4200 1.2GB films.
The market of electronic sector is weaker than the market
From April 4 to April 8, the Shanghai stock index fell 0.94%, and CITIC electronics fell 4.62%, underperforming the market by 3.68 percentage points. Year to date, the Shanghai index fell 10.66%, CITIC electronics fell 28.61%, underperforming the market by 17.96 percentage points. The Philadelphia Semiconductor Index fell 7.32%.
Increase in electronic industry segments
From April 4 to April 8, all sectors in the electronics segment fell. Among them, discrete devices, consumer electronic equipment, passive components and consumer electronics fell the most, down 8.60%, 6.41%, 6.31% and 5.14% respectively. Year to date, all sectors in the electronics segment are falling. Among them, consumer electronic components, consumer electronics, consumer electronic equipment, passive components and led fell the most, down 36.72%, 36.44%, 34.34%, 33.74% and 32.11% respectively.
Rise and fall of individual stocks: A shares
From April 4 to April 8, the top five companies in the electronics industry were Szzt Electronics Co.Ltd(002197) , Hunan Corun New Energy Co.Ltd(600478) , Suzhou Anjie Technology Co.Ltd(002635) , Yingtong Telecommunication Co.Ltd(002861) , Suzhou Hengmingda Electronic Technology Co.Ltd(002947) , up 13.99%, 11.93%, 7.11%, 5.63% and 4.53% respectively; The companies with the top five declines were Optowide Technologies Co.Ltd(688195) , Nantong Jianghai Capacitor Co.Ltd(002484) , 3Peak Incorporated(688536) , Starpower Semiconductor Ltd(603290) , Suzhou Recodeal Interconnect System Co.Ltd(688800) , down 16.85%, 13.51%, 12.23%, 11.27% and 10.89% respectively.
Investment advice
It is recommended to pay attention to Guoxin technology, Changsha Jingjia Microelectronics Co.Ltd(300474) , Giantec Semiconductor Corporation(688123) , Montage Technology Co.Ltd(688008) and upcoming Longxin Zhongke and haiguang information.
Risk tips
Technology development is less than expected and demand is less than expected.
